@salesforce/afv-skills 1.65.0 → 1.65.1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (349) hide show
  1. package/package.json +1 -1
  2. package/skills/field-service-data-capture-form-deployer-configure/SKILL.md +2 -23
  3. package/skills/field-service-data-capture-form-designer-configure/SKILL.md +3 -13
  4. package/skills/field-service-mobile-branding-configure/SKILL.md +3 -17
  5. package/skills/field-service-objective-designer-configure/SKILL.md +379 -72
  6. package/skills/field-service-prework-brief-deployer-configure/SKILL.md +537 -10
  7. package/skills/field-service-scheduling-policy-designer-query/SKILL.md +1093 -65
  8. package/skills/field-service-sobject-create-configure/SKILL.md +213 -13
  9. package/skills/field-service-voice-to-form-configure/SKILL.md +11 -40
  10. package/skills/field-service-work-rule-designer-configure/SKILL.md +95 -121
  11. package/skills/agentforce-gpt-email-generation-configure/SKILL.md +0 -312
  12. package/skills/agentforce-wizard-ui-forecasting-analytics-components-configure/SKILL.md +0 -64
  13. package/skills/agentforce-wizard-ui-sales-einstein-components-configure/SKILL.md +0 -46
  14. package/skills/automation-company-profile-info-query/SKILL.md +0 -51
  15. package/skills/automation-digital-wallet-configure/SKILL.md +0 -689
  16. package/skills/automation-flow-coordinate/SKILL.md +0 -95
  17. package/skills/automation-flow-coordinate/references/elements/action-call/action-call.md +0 -1569
  18. package/skills/automation-flow-coordinate/references/elements/action-call/conversation-messaging.md +0 -96
  19. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-sms-message.json +0 -23
  20. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-to-journey-no-fields.json +0 -31
  21. package/skills/automation-flow-coordinate/references/elements/action-call/send-to-journey.md +0 -179
  22. package/skills/automation-flow-coordinate/references/elements/exit-rule/examples/event-email-link-click.json +0 -13
  23. package/skills/automation-flow-coordinate/references/elements/exit-rule/exit-rule.md +0 -83
  24. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/examples/forward-to-bot-or-agent.json +0 -69
  25. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/forward-to-bot-or-agent.md +0 -274
  26. package/skills/automation-flow-coordinate/references/elements/start/audience-common.md +0 -192
  27. package/skills/automation-flow-coordinate/references/elements/start/automation-event-triggered.md +0 -130
  28. package/skills/automation-flow-coordinate/references/elements/start/data-cloud-data-change-triggered.md +0 -92
  29. package/skills/automation-flow-coordinate/references/elements/start/form-submission-triggered.md +0 -88
  30. package/skills/automation-flow-coordinate/references/elements/start/segment-triggered.md +0 -152
  31. package/skills/automation-flow-coordinate/references/elements/start/start.md +0 -539
  32. package/skills/automation-flow-coordinate/references/elements/subflow/subflow.md +0 -152
  33. package/skills/automation-flow-coordinate/references/elements/wait/wait.md +0 -497
  34. package/skills/automation-flow-coordinate/references/recipes/author/author.md +0 -868
  35. package/skills/automation-flow-coordinate/references/recipes/summarize/element-generic.md +0 -300
  36. package/skills/automation-flow-coordinate/references/recipes/summarize/reference-resolution.md +0 -292
  37. package/skills/automation-flow-coordinate/references/recipes/summarize/summarize.md +0 -323
  38. package/skills/automation-flow-coordinate/references/recipes/testing/examples/debug-output-template.md +0 -109
  39. package/skills/automation-flow-coordinate/references/recipes/testing/shape.md +0 -219
  40. package/skills/automation-flow-coordinate/references/recipes/testing/shared-stages/intent-analyzer.md +0 -180
  41. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/debug.md +0 -175
  42. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/promote.md +0 -255
  43. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/save-debug.md +0 -212
  44. package/skills/automation-flow-coordinate/references/resources/variable/variable.md +0 -171
  45. package/skills/automation-flow-coordinate/references/shared/anti-patterns.md +0 -786
  46. package/skills/automation-flow-coordinate/references/shared/end/end.md +0 -267
  47. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/README.md +0 -69
  48. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/predictions.jsonl +0 -80
  49. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/prompts.jsonl +0 -116
  50. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/flow-type-resolver.md +0 -321
  51. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/taxonomy.json +0 -320
  52. package/skills/automation-flow-coordinate/references/shared/server-functions.md +0 -597
  53. package/skills/automotive-cloud-appraisal-management-settings-configure/SKILL.md +0 -69
  54. package/skills/automotive-cloud-dealer-essentials-configure/SKILL.md +0 -78
  55. package/skills/automotive-cloud-ground-agent-data-pipelines-configure/SKILL.md +0 -373
  56. package/skills/automotive-cloud-ground-mfg-agent-data-pipelines-configure/SKILL.md +0 -273
  57. package/skills/automotive-cloud-mfg-agent-data-pipelines-configure/SKILL.md +0 -259
  58. package/skills/automotive-cloud-mfg-sales-concierge-agent-create/SKILL.md +0 -369
  59. package/skills/automotive-cloud-mfg-sales-concierge-foundation-configure/SKILL.md +0 -542
  60. package/skills/automotive-cloud-mfg-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  61. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-agent-create/SKILL.md +0 -349
  62. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-configure/SKILL.md +0 -505
  63. package/skills/automotive-cloud-sales-concierge-agent-create/SKILL.md +0 -380
  64. package/skills/automotive-cloud-sales-concierge-foundation-configure/SKILL.md +0 -567
  65. package/skills/automotive-cloud-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  66. package/skills/automotive-cloud-sales-concierge-orchestrator-agent-create/SKILL.md +0 -360
  67. package/skills/automotive-cloud-sales-concierge-orchestrator-configure/SKILL.md +0 -539
  68. package/skills/automotive-cloud-sales-concierge-search-grounding-configure/SKILL.md +0 -358
  69. package/skills/commerce-b2b-merchant-quote-configure/SKILL.md +0 -602
  70. package/skills/commerce-b2b-store-configure/SKILL.md +0 -251
  71. package/skills/commerce-credit-memo-create/SKILL.md +0 -139
  72. package/skills/commerce-delivery-business-hours-configure/SKILL.md +0 -277
  73. package/skills/commerce-delivery-estimation-apply/SKILL.md +0 -155
  74. package/skills/commerce-delivery-estimation-configure/SKILL.md +0 -377
  75. package/skills/commerce-delivery-routing-specs-integrate/SKILL.md +0 -174
  76. package/skills/commerce-estimate-bopis-query/SKILL.md +0 -279
  77. package/skills/commerce-estimate-delivery-date-query/SKILL.md +0 -349
  78. package/skills/commerce-fees-apply/SKILL.md +0 -227
  79. package/skills/commerce-fulfillment-routing-analyze/SKILL.md +0 -200
  80. package/skills/commerce-guest-buyer-create/SKILL.md +0 -173
  81. package/skills/commerce-location-bopis-configure/SKILL.md +0 -378
  82. package/skills/commerce-location-business-hours-configure/SKILL.md +0 -235
  83. package/skills/commerce-location-delivery-processing-time-configure/SKILL.md +0 -309
  84. package/skills/commerce-location-graph-integrate/SKILL.md +0 -131
  85. package/skills/commerce-location-shipping-carrier-method-configure/SKILL.md +0 -755
  86. package/skills/commerce-location-temporary-operating-hours-configure/SKILL.md +0 -331
  87. package/skills/commerce-merchant-buyer-groups-configure/SKILL.md +0 -579
  88. package/skills/commerce-merchant-buyer-user-onboarding-create/SKILL.md +0 -626
  89. package/skills/commerce-merchant-catalog-configure/SKILL.md +0 -614
  90. package/skills/commerce-merchant-extension-provider-configure/SKILL.md +0 -368
  91. package/skills/commerce-merchant-insights-account-health-churn-analyze/SKILL.md +0 -118
  92. package/skills/commerce-merchant-insights-inventory-returns-analyze/SKILL.md +0 -65
  93. package/skills/commerce-merchant-insights-order-shopper-get/SKILL.md +0 -90
  94. package/skills/commerce-merchant-insights-product-performance-analyze/SKILL.md +0 -72
  95. package/skills/commerce-merchant-insights-query/SKILL.md +0 -279
  96. package/skills/commerce-merchant-storefront-guest-access-configure/SKILL.md +0 -656
  97. package/skills/commerce-order-summary-change-apply/SKILL.md +0 -375
  98. package/skills/commerce-product-details-get/SKILL.md +0 -363
  99. package/skills/commerce-product-search/SKILL.md +0 -563
  100. package/skills/commerce-react-storefront-create/SKILL.md +0 -350
  101. package/skills/commerce-return-order-summary-create/SKILL.md +0 -513
  102. package/skills/commerce-search-relevance-analyze/SKILL.md +0 -757
  103. package/skills/commerce-temporary-processing-time-override-create/SKILL.md +0 -274
  104. package/skills/communications-initial-setup-configure/SKILL.md +0 -630
  105. package/skills/communications-multisite-configure/SKILL.md +0 -571
  106. package/skills/communications-revenue-cloud-settings-configure/SKILL.md +0 -74
  107. package/skills/communications-smb-fiber-catalog-create/SKILL.md +0 -413
  108. package/skills/communications-tmf-integrate/SKILL.md +0 -1368
  109. package/skills/consumer-goods-visit-activity-act4-questions-assign/SKILL.md +0 -448
  110. package/skills/consumer-goods-visit-activity-act5-standard-create/SKILL.md +0 -269
  111. package/skills/consumer-goods-visit-activity-act6-assortment-configure/SKILL.md +0 -271
  112. package/skills/consumer-goods-visit-activity-act7-account-scoping-create/SKILL.md +0 -382
  113. package/skills/consumer-goods-visit-activity-act8-plan-attach-create/SKILL.md +0 -373
  114. package/skills/consumer-goods-visit-activity-act9-proof-validate/SKILL.md +0 -389
  115. package/skills/consumer-goods-visit-and-activity-act1-specification-create/SKILL.md +0 -338
  116. package/skills/consumer-goods-visit-and-activity-act2-template-create/SKILL.md +0 -547
  117. package/skills/consumer-goods-visit-and-activity-act3-definition-create/SKILL.md +0 -346
  118. package/skills/consumer-goods-visit-and-activity-configure/SKILL.md +0 -1110
  119. package/skills/crm-analytics-adoption-insights-configure/SKILL.md +0 -224
  120. package/skills/crm-analytics-custom-report-type-lightning-configure/SKILL.md +0 -418
  121. package/skills/crm-analytics-dashboards-configure/SKILL.md +0 -731
  122. package/skills/crm-analytics-operational-analytics-metadata-bridge-migrate/SKILL.md +0 -233
  123. package/skills/crm-analytics-report-notifications-ui-configure/SKILL.md +0 -184
  124. package/skills/crm-analytics-sharing-inheritance-coverage-analyze/SKILL.md +0 -167
  125. package/skills/crm-analytics-sonic-getting-started-configure/SKILL.md +0 -55
  126. package/skills/crm-analytics-tableau-next-app-deploy/SKILL.md +0 -1350
  127. package/skills/crm-analytics-tableau-next-c360-basemodel-validate/SKILL.md +0 -1862
  128. package/skills/crm-analytics-tableau-next-datacloud-validate/SKILL.md +0 -83
  129. package/skills/crm-analytics-tableau-next-provisioning-validate/SKILL.md +0 -81
  130. package/skills/data360-activation-create/SKILL.md +0 -104
  131. package/skills/data360-activation-external-platform-get/SKILL.md +0 -49
  132. package/skills/data360-activation-target-create/SKILL.md +0 -93
  133. package/skills/data360-activation-v2-create/SKILL.md +0 -456
  134. package/skills/data360-audience-dmo-get/SKILL.md +0 -38
  135. package/skills/data360-calculated-affinity-create/SKILL.md +0 -82
  136. package/skills/data360-calculated-insight-create/SKILL.md +0 -148
  137. package/skills/data360-catalog-metadata-create/SKILL.md +0 -183
  138. package/skills/data360-code-extension-create/SKILL.md +0 -115
  139. package/skills/data360-communication-capping-create/SKILL.md +0 -227
  140. package/skills/data360-connection-create/SKILL.md +0 -491
  141. package/skills/data360-content-lens-create/SKILL.md +0 -181
  142. package/skills/data360-data-action-create/SKILL.md +0 -126
  143. package/skills/data360-data-action-target-create/SKILL.md +0 -181
  144. package/skills/data360-data-clean-room-create/SKILL.md +0 -238
  145. package/skills/data360-data-governance-create/SKILL.md +0 -746
  146. package/skills/data360-data-graph-create/SKILL.md +0 -82
  147. package/skills/data360-data-harmonized-model-object-reference-create/SKILL.md +0 -38
  148. package/skills/data360-data-lake-object-create/SKILL.md +0 -207
  149. package/skills/data360-data-model-object-catalog-get/SKILL.md +0 -49
  150. package/skills/data360-data-model-object-create/SKILL.md +0 -128
  151. package/skills/data360-data-model-object-mapping-create/SKILL.md +0 -106
  152. package/skills/data360-data-space-create/SKILL.md +0 -161
  153. package/skills/data360-data-streams-create/SKILL.md +0 -324
  154. package/skills/data360-engagement-signal-get/SKILL.md +0 -38
  155. package/skills/data360-experiment-create/SKILL.md +0 -82
  156. package/skills/data360-goal-based-campaign-create/SKILL.md +0 -192
  157. package/skills/data360-harmonization-process-history-get/SKILL.md +0 -38
  158. package/skills/data360-harmonized-unstructured-dmo-create/SKILL.md +0 -84
  159. package/skills/data360-identity-resolution-create/SKILL.md +0 -115
  160. package/skills/data360-intelligent-document-processing-create/SKILL.md +0 -148
  161. package/skills/data360-knowledge-graph-construction-create/SKILL.md +0 -93
  162. package/skills/data360-knowledge-graph-create/SKILL.md +0 -216
  163. package/skills/data360-knowledge-space-mcp-configure/SKILL.md +0 -475
  164. package/skills/data360-machine-learning-mcp-configure/SKILL.md +0 -697
  165. package/skills/data360-multi-org-mcp-configure/SKILL.md +0 -117
  166. package/skills/data360-secondary-index-mcp-configure/SKILL.md +0 -126
  167. package/skills/data360-segment-mcp-configure/SKILL.md +0 -159
  168. package/skills/data360-semantic-calculated-dimension-mcp-configure/SKILL.md +0 -93
  169. package/skills/data360-semantic-calculated-measurement-mcp-configure/SKILL.md +0 -93
  170. package/skills/data360-semantic-data-object-mcp-configure/SKILL.md +0 -93
  171. package/skills/data360-semantic-dimension-mcp-configure/SKILL.md +0 -38
  172. package/skills/data360-semantic-engine-mcp-configure/SKILL.md +0 -62
  173. package/skills/data360-semantic-measurement-mcp-configure/SKILL.md +0 -38
  174. package/skills/data360-semantic-metric-mcp-configure/SKILL.md +0 -93
  175. package/skills/data360-semantic-model-mcp-configure/SKILL.md +0 -115
  176. package/skills/data360-standard-mapping-mcp-configure/SKILL.md +0 -38
  177. package/skills/data360-tenant-lifecycle-mcp-configure/SKILL.md +0 -73
  178. package/skills/experience-afv-query/SKILL.md +0 -234
  179. package/skills/experience-agentforce-vibes-in-react-configure/SKILL.md +0 -63
  180. package/skills/experience-apex-components-configure/SKILL.md +0 -69
  181. package/skills/experience-apex-pages-configure/SKILL.md +0 -107
  182. package/skills/experience-app-home-configure/SKILL.md +0 -76
  183. package/skills/experience-aura-lightning-out-access-configure/SKILL.md +0 -58
  184. package/skills/experience-briefcase-configure/SKILL.md +0 -287
  185. package/skills/experience-community-flexi-page-list-create/SKILL.md +0 -74
  186. package/skills/experience-community-template-definition-list-query/SKILL.md +0 -48
  187. package/skills/experience-community-theme-definition-list-query/SKILL.md +0 -38
  188. package/skills/experience-content-assets-configure/SKILL.md +0 -86
  189. package/skills/experience-custom-domain-create/SKILL.md +0 -727
  190. package/skills/experience-defer-rendering-workspace-page-setup-configure/SKILL.md +0 -41
  191. package/skills/experience-field-service-app-builder-configure/SKILL.md +0 -187
  192. package/skills/experience-flow-category-configure/SKILL.md +0 -117
  193. package/skills/experience-formula-configure/SKILL.md +0 -358
  194. package/skills/experience-global-actions-configure/SKILL.md +0 -69
  195. package/skills/experience-global-publisher-layouts-configure/SKILL.md +0 -79
  196. package/skills/experience-instrumentation-configure/SKILL.md +0 -64
  197. package/skills/experience-lex-engagement-configure/SKILL.md +0 -50
  198. package/skills/experience-lightning-bolt-open/SKILL.md +0 -12
  199. package/skills/experience-lightning-out-configure/SKILL.md +0 -129
  200. package/skills/experience-lightning-preview-configure/SKILL.md +0 -67
  201. package/skills/experience-lightning-types-query/SKILL.md +0 -98
  202. package/skills/experience-malware-scan-configure/SKILL.md +0 -71
  203. package/skills/experience-my-salesforce-configure/SKILL.md +0 -126
  204. package/skills/experience-navigation-menus-configure/SKILL.md +0 -235
  205. package/skills/experience-notification-types-configure/SKILL.md +0 -206
  206. package/skills/experience-notifications-configure/SKILL.md +0 -75
  207. package/skills/experience-record-discovery-query/SKILL.md +0 -227
  208. package/skills/experience-regenerate-previews-open/SKILL.md +0 -94
  209. package/skills/experience-sales-cloud-mab-configure/SKILL.md +0 -254
  210. package/skills/experience-schema-builder-open/SKILL.md +0 -38
  211. package/skills/experience-simple-record-home-configure/SKILL.md +0 -110
  212. package/skills/experience-static-resources-configure/SKILL.md +0 -74
  213. package/skills/field-service-setup-coordinate/SKILL.md +0 -62
  214. package/skills/field-service-work-plan-configure/SKILL.md +0 -253
  215. package/skills/fsc-actionable-segmentation-settings-configure/SKILL.md +0 -180
  216. package/skills/fsc-digital-origination-bre-decision-matrix-foundation-create/SKILL.md +0 -196
  217. package/skills/fsc-digital-origination-bre-disclosures-consent-configure/SKILL.md +0 -106
  218. package/skills/fsc-digital-origination-bre-document-upload-configure/SKILL.md +0 -96
  219. package/skills/fsc-digital-origination-bre-permissions-assign/SKILL.md +0 -111
  220. package/skills/fsc-digital-origination-bre-setup-coordinate/SKILL.md +0 -250
  221. package/skills/fsc-digital-origination-bre-stp-eligibility-configure/SKILL.md +0 -122
  222. package/skills/fsc-digital-origination-coordinate/SKILL.md +0 -653
  223. package/skills/fsc-digital-origination-demo-run/SKILL.md +0 -225
  224. package/skills/fsc-digital-origination-execution-guardrails-validate/SKILL.md +0 -112
  225. package/skills/fsc-digital-origination-initial-setup-configure/SKILL.md +0 -396
  226. package/skills/fsc-digital-origination-pricing-setup-coordinate/SKILL.md +0 -336
  227. package/skills/fsc-digital-origination-pricing-setup-data-foundation-create/SKILL.md +0 -208
  228. package/skills/fsc-digital-origination-pricing-setup-procedure-create/SKILL.md +0 -375
  229. package/skills/fsc-digital-origination-product-setup-act1-permissions-assign/SKILL.md +0 -83
  230. package/skills/fsc-digital-origination-product-setup-coordinate/SKILL.md +0 -248
  231. package/skills/fsc-digital-origination-sample-data-create/SKILL.md +0 -206
  232. package/skills/fsc-document-checklist-settings-configure/SKILL.md +0 -57
  233. package/skills/fsc-flexible-hierarchy-configure/SKILL.md +0 -148
  234. package/skills/fsc-flexible-hierarchy-foundation-configure/SKILL.md +0 -1430
  235. package/skills/fsc-flexible-hierarchy-graph-config-create/SKILL.md +0 -471
  236. package/skills/fsc-flexible-hierarchy-rule-based-graph-deploy/SKILL.md +0 -429
  237. package/skills/fsc-pricing-product-configurator-configure/SKILL.md +0 -150
  238. package/skills/fsc-pricing-salesforce-omnistudio-switch/SKILL.md +0 -123
  239. package/skills/fsc-product-act2-catalog-categories-create/SKILL.md +0 -82
  240. package/skills/fsc-product-act3-attributes-create/SKILL.md +0 -249
  241. package/skills/fsc-product-act4-classification-assignment-create/SKILL.md +0 -196
  242. package/skills/fsc-product-act5-considerations-get/SKILL.md +0 -44
  243. package/skills/fsc-stage-management-apex-flow-deploy/SKILL.md +0 -384
  244. package/skills/fsc-stage-management-compliant-data-sharing-configure/SKILL.md +0 -144
  245. package/skills/fsc-stage-management-decision-matrices-create/SKILL.md +0 -107
  246. package/skills/fsc-stage-management-definition-assignments-create/SKILL.md +0 -189
  247. package/skills/fsc-stage-management-definition-create/SKILL.md +0 -108
  248. package/skills/fsc-stage-management-permissions-assign/SKILL.md +0 -143
  249. package/skills/fsc-stage-management-transitions-configure/SKILL.md +0 -139
  250. package/skills/health-cloud-appt-booking-config-configure/SKILL.md +0 -135
  251. package/skills/health-cloud-appt-booking-url-config-configure/SKILL.md +0 -134
  252. package/skills/health-cloud-care-provider-affl-role-config-configure/SKILL.md +0 -136
  253. package/skills/health-cloud-care-provider-search-config-configure/SKILL.md +0 -134
  254. package/skills/health-cloud-care-requests-create/SKILL.md +0 -178
  255. package/skills/health-cloud-initial-configure/SKILL.md +0 -511
  256. package/skills/health-cloud-patient-appointment-scheduling-configure/SKILL.md +0 -1374
  257. package/skills/health-cloud-provider-search-settings-configure/SKILL.md +0 -924
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@@ -1,505 +0,0 @@
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- ---
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- name: automotive-cloud-mfg-sales-concierge-orchestrator-configure
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- description: "Enable the foundational Manufacturing Cloud org preferences (feature toggles) and assign the supporting permission sets that the Salesforce Industries Sales Concierge agent depends on — entirely headless and API-first, driven only through the Headless 360 MCP server's dispatch tool. This is \"Act 0\" (Enable the Foundation) of the Industries Sales Concierge steel thread and it is SETUP ONLY. It first enables the Agentforce platform prerequisites (Einstein GPT Platform → Agent Platform → Einstein Copilot) via Connect API, then turns on Criteria-Based Search & Filter via Aura controller, Appraisal Management and Partner Lead Management via Connect API, Quotes Without Opportunity via Metadata API; it hands the two legally-gated preferences — MFG Agents and Manufacturing Generative AI — off to the user to enable in the Setup UI (both preferences have legal terms-and-conditions consent popups that have no headless path), STOPS AND WAITS for user confirmation, then resumes; and it assigns the Agentforce-platform and Manufacturing foundation permission sets to the target user via the sObject REST API. TRIGGER when the user wants to enable the Manufacturing Cloud foundation, set up Industries Sales Concierge prerequisites, enable the Agentforce / Einstein GPT platform prerequisites, turn on the Manufacturing org preferences, or assign the Manufacturing foundation permission sets. DO NOT TRIGGER when the user wants to create business data, run Data Pipelines jobs, deploy the Agentforce agent, create partner lead records, or create quote records — those are later Acts served by separate skills, not this setup-only foundation skill."
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- metadata:
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- version: "1.0"
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- ---
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-
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- # Enable Industries Sales Concierge Foundation (Act 0)
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-
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- Enable the foundational **Manufacturing Cloud** org preferences and assign the supporting
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- permission sets that the **Industries Sales Concierge** agent depends on — directly in a live org,
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- **headlessly and API-first, using only the Headless 360 MCP server's `dispatch` tool**.
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-
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- This is **Act 0 — "Enable the Foundation"** of the Industries Sales Concierge steel thread. Its job
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- is narrow and deliberate: **enable the Agentforce platform prerequisites via Connect API (Einstein
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- GPT Platform, Agent Platform, Einstein Copilot — in that mandatory order), then enable the
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- remaining Manufacturing foundation preferences via Connect API, Aura controller, and Metadata API,
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- hand the two legally-gated preferences — MFG Agents and Manufacturing Generative AI — to the user
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- to enable in the Setup UI (STOP and WAIT for user confirmation, then resume), and assign the
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- supporting permission sets** — so the later Acts (create data, run Data Pipelines, deploy the agent)
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- start from a working foundation.
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-
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- This skill **mutates a live org**. Everything it does runs through `dispatch`.
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-
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- ---
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-
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- ## The command surface — `dispatch` ONLY (no sf CLI, no curl, no browser)
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-
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- Every call this skill makes is a single MCP tool call:
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-
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- ```text
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- dispatch(method, path, body?, query_params?)
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- ```
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-
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- - The MCP server resolves the org, instance URL, and bearer token on its own. **Do not** ask for or
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- handle tokens, instance URLs, org IDs, or API versions as inputs to a call — `dispatch` supplies
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- them. Discover the API version once (below) only so you can build versioned REST paths.
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- - **Connect API surface:** `PATCH /services/data/v<apiVersion>/setup/org/preferences/<preferenceName>`
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- with body `{"desiredState": "true"}` enables a preference. `GET` at the same path returns
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- `{"isPreferenceEnabled": true|false}`.
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- - **Aura controller surface:** The CBSF preference uses a headless Aura controller route at
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- `/headless/invoke/platform/criteria-based-search-and-filter/set-criteria-based-search-and-filter-pref`.
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- - **Metadata surface:** `PUT /services/data/v<apiVersion>/headless/metadata` with an `xmlRep` body.
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- `GET` with query params `type` + `fullName` reads the current component. Always use the
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- fully-qualified path (`/services/data/v<apiVersion>/headless/metadata`), never bare
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- `/headless/metadata`.
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- - **Metadata PUT body format — `xmlRep` is mandatory.** The endpoint does NOT accept a
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- `"metadata": {key: value}` shorthand. Every PUT must supply the full Metadata API XML
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- representation in the `xmlRep` field:
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- ```json
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- {
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- "type": "<SettingsTypeName>",
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- "fullName": "<FullName>",
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- "xmlRep": "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<SettingsTypeName xmlns=\"http://soap.sforce.com/2006/04/metadata\">\n <fieldName>value</fieldName>\n</SettingsTypeName>"
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- }
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- ```
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- For GET (read), the body is simply `{"type": "<SettingsTypeName>", "fullName": "<FullName>"}` —
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- no `xmlRep` needed for reads. Because a Metadata write is a **full-record replace**, always
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- **read the current component before writing** and include only the fields you intend to set in
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- the `xmlRep`, so you don't reset omitted fields to defaults.
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- - **Native REST surfaces** (sObject, SOQL `query`) pass straight through `dispatch` at their
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- fully-qualified `/services/data/v<apiVersion>/...` paths.
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-
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- > **Absolute rules (from the Headless 360 factory):**
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- > - **`sf` CLI must NEVER appear as a step here.** Hosted-MCP customers have no shell.
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- > - **No browser / no manual Setup click — with exactly two deliberate, documented exceptions:** the
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- > MFG Agents and Manufacturing Generative AI legal-consent preferences (see step 7), which have no
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- > headless path at all. Every other step is fully headless. If a non-handoff step cannot be
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- > completed by `dispatch`, STOP and report the exact failing response — do not reach for a
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- > browser workaround.
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-
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- ---
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-
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- ## Be interactive — narrate, ask, and handle termination gracefully
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-
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- This skill runs against a live org, so keep the user in the loop the whole way:
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-
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- - **Narrate every step before and after you do it** — what you're about to call, then what came back.
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- - **Ask when a real decision is needed** — which org, which target user, and the MFG Agents +
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- Generative-AI UI handoff pause (step 7), where you must **wait for the user to confirm** before
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- resuming.
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- - **Handle errors and terminations gracefully.** On any failure, report the exact API response
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- (status + body), say which preference it affected, then offer: retry, skip-and-continue, or stop.
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-
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- ---
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-
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- ## Scope — SETUP ONLY
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-
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- - **In scope**
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- - Enabling Manufacturing Cloud org preferences via three surfaces: Connect API PATCH, Aura
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- controller, and Metadata API PUT.
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- - Handing the `MfgAgentsEnabled` and `ManufacturingGenAIPref` preferences off to the user to
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- enable in the Setup UI (both are legally gated — see step 7), then resuming.
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- - Verifying the required Permission Set **Licenses** (read-only) and assigning the derived
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- **permission sets** to a target user via the sObject REST API.
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-
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- - **Out of scope** (delegate — do NOT attempt here)
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- - Creating business data of any kind (accounts, assets, leads, partner lead management records,
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- quote records).
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- - Running Data Pipelines (DPE) jobs — a later Act.
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- - Deploying the Agentforce agent, its topics, or actions.
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- - Provisioning the underlying Permission Set **Licenses** — those are org entitlements granted by
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- license and cannot be created via API; this skill reads and reports them, then assigns the derived
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- permission sets.
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- - **OmniStudio in any form — explicitly out of scope for this steel thread.**
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- - **Named credentials**, integration procedures, FlexCards, the messaging channel, ASA, and MIAW —
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- all out of scope for this steel thread.
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- - **DPE clone and activation** — a separate skill, integrated later.
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- - **Act 6** in its entirety, and any verification of the deployed agent's actions.
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-
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- ---
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-
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- ## Required Inputs
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-
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- - **Target org** — the org the MCP server is connected to. Confirm with the user before mutating.
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- - **Target user** for permission-set assignment — defaults to the authenticated user. Ask only if
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- the user wants to provision a different user.
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- - **Desired scope** — default is the full Sales Concierge foundation (all preferences below).
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-
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- **Do not hardcode** org IDs, instance URLs, access tokens, user IDs, permission-set IDs, or the API
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- version. Resolve them all at runtime through `dispatch`.
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-
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- ---
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-
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- ## The 9 preferences this skill enables
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-
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- | # | Org Preference | Method | Surface / Endpoint | Notes |
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- |---|---|---|---|---|
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- | 1 | `EinsteinGPTPlatformEnabled` | PATCH | `/services/data/v<apiVersion>/setup/org/preferences/EinsteinGPTPlatformEnabled` | **Connect API.** Agentforce platform prerequisite — enable FIRST. Body: `{"desiredState": "true"}`. |
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- | 2 | `AgentPlatformEnabled` | PATCH | `/services/data/v<apiVersion>/setup/org/preferences/AgentPlatformEnabled` | **Connect API.** Agentforce platform prerequisite — enable after #1. Body: `{"desiredState": "true"}`. |
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- | 3 | `EinsteinGPTCopilotEnabled` | PATCH | `/services/data/v<apiVersion>/setup/org/preferences/EinsteinGPTCopilotEnabled` | **Connect API.** Agentforce platform prerequisite — enable after #2. Body: `{"desiredState": "true"}`. |
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- | 4 | `CriteriaBasedSearchAndFilterEnabled` | PATCH | `/headless/invoke/platform/criteria-based-search-and-filter/set-criteria-based-search-and-filter-pref` | **Aura controller.** CBSF master gate — enables the Criteria-Based Search and Filter feature. Body: `{"enable": true}`. |
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- | 5 | `AppraisalManagementEnabled` | PATCH | `/services/data/v<apiVersion>/setup/org/preferences/AppraisalManagementEnabled` | **Connect API.** Master appraisal-management toggle. Body: `{"desiredState": "true"}`. |
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- | 6 | `MfgPartnerLeadMgmtEnabled` | PATCH | `/services/data/v<apiVersion>/setup/org/preferences/MfgPartnerLeadMgmtEnabled` | **Connect API.** Partner lead management. Body: `{"desiredState": "true"}`. |
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- | 7 | `QuotesWithoutOppEnabled` | PUT | `/services/data/v<apiVersion>/headless/metadata` | **Metadata API.** `QuoteSettings` / `Quote` / `enableQuotesWithoutOppEnabled`. Quotes without opportunity — commerce dependency for the Create-Quote action (later Act). |
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- | 8 | **`MfgAgentsEnabled`** | — | **Setup UI (user handoff — see step 7)** | **Legally gated.** Enabling it triggers a legal terms-and-conditions consent popup in the Setup UI that has **no headless path**. The skill **pauses and asks the user to enable it in the UI** alongside Manufacturing Generative AI (#9), waits for user confirmation, then resumes. |
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- | 9 | **`ManufacturingGenAIPref`** | — | **Setup UI (user handoff — see step 7)** | **Legally gated.** Enabling it triggers a legal terms-and-conditions consent popup in the Setup UI that has **no headless path** — it is opted out of the Metadata API for legal reasons (`mdApiOptOutReason="LEGAL"`). The skill **pauses and asks the user to enable it in the UI**, waits for user confirmation, then resumes. |
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-
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- ### Enablement order (load-bearing)
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-
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- ```text
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- #1 → #2 → #3 → #4 → #5 → #6 → then #7, #8, #9 in any order
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- ```
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-
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- - **#1 before #2:** Agent Platform requires Einstein GPT Platform on.
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- - **#2 before #3:** Einstein Copilot requires Agent Platform on.
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-
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- ### Verify reads for each surface
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-
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- | Surface | Verify endpoint | Expected success response |
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- |---|---|---|
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- | Connect API (#1–#3, #5, #6) | `GET /services/data/v<apiVersion>/setup/org/preferences/<preferenceName>` | `{"isPreferenceEnabled": true}` |
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- | Aura controller (#4) | `GET /headless/invoke/platform/criteria-based-search-and-filter` | `{"status": "SUCCESS", "isPrefEnabled": true}` |
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- | Metadata API (#7) | `GET /services/data/v<apiVersion>/headless/metadata?type=QuoteSettings&fullName=Quote` | XML body containing `<enableQuotesWithoutOppEnabled>true</enableQuotesWithoutOppEnabled>` |
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-
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- ### The Industries Sales Concierge access-check chain
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-
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- The Industries Sales Concierge agent's org-access gate requires ALL of the following features
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- to be active simultaneously:
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-
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- - Criteria-Based Search and Filter (`CriteriaBasedSearchAndFilterEnabled`)
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- - MFG Agents (`MfgAgentsEnabled` — enabled via UI handoff in step 7)
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- - Partner Lead Management (`MfgPartnerLeadMgmtEnabled`)
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-
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- If any leaf is false after the writes and UI handoffs, the agent's access check fails.
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-
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- ---
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-
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- ## Workflow
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-
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- Follow in order. Every mutation is followed by a verify read. Report progress per step.
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-
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- ### 1. Preflight — confirm the connected org and resolve runtime facts
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-
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- Discover the API version (used to build every versioned REST path) and the authenticated user, all
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- through `dispatch`:
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-
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- ```text
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- dispatch("GET", "/services/data/")
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- # → array of {label, url, version}; take the highest version as <apiVersion>.
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-
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- dispatch("GET", "/services/data/v<apiVersion>/chatter/users/me")
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- # → the current user (id, username). Capture id → <userId>, username → <username>.
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- ```
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-
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- Tell the user which org and user this run targets and confirm before mutating.
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-
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- ### 2. Write-then-verify pattern (applies to ALL preference writes in steps 3–5)
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-
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- For each preference on Connect API, Aura controller, or Metadata API, apply this pattern:
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-
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- 1. **Write** — PATCH (Connect API / Aura) or PUT (Metadata API) to enable the preference.
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- 2. **Verify** — GET at the verify endpoint to confirm the preference is now enabled.
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-
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- If a write "succeeds" but the verify reads back as not enabled, that preference is almost certainly
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- gated behind a missing Permission Set License — note it and continue; step 8 verifies the PSLs.
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-
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- ### 3. Enable the Agentforce platform prerequisites — Connect API, in order
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-
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- These three must be enabled sequentially. Each uses the write-then-verify pattern:
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-
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- ```text
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- # Write:
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- dispatch("PATCH", "/services/data/v<apiVersion>/setup/org/preferences/<preferenceName>",
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- body={"desiredState": "true"})
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-
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- # Verify:
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- dispatch("GET", "/services/data/v<apiVersion>/setup/org/preferences/<preferenceName>")
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- # → {"isPreferenceEnabled": true}
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- ```
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-
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- | Order | Preference Name | Notes |
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- |---|---|---|
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- | First | `EinsteinGPTPlatformEnabled` | Master Einstein GPT switch. If verify reads `false` after write, the `EinsteinGPTPlatformAddOn` PSL is missing — license-level blocker. |
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- | Second | `AgentPlatformEnabled` | Only after `EinsteinGPTPlatformEnabled` verifies `true`. |
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- | Third | `EinsteinGPTCopilotEnabled` | Only after `AgentPlatformEnabled` verifies `true`. **Silent-failure mode:** PATCH succeeds but verify reads `false` when the `EinsteinGPTCopilot` org permission (Einstein Copilot add-on license) is missing — report as license-level blocker and **continue** (Manufacturing prefs do not depend on this). |
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-
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- ### 4. Enable the Manufacturing foundation preferences
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-
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- **#4 — CriteriaBasedSearchAndFilterEnabled (Aura controller):**
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- Enable the CBSF org preference via the Aura controller headless route.
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-
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- ```text
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- # Write:
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- dispatch("PATCH", "/headless/invoke/platform/criteria-based-search-and-filter/set-criteria-based-search-and-filter-pref",
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- body={"enable": true})
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-
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- # Verify:
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- dispatch("GET", "/headless/invoke/platform/criteria-based-search-and-filter")
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- # → {"status": "SUCCESS", "isPrefEnabled": true}
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- ```
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-
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- **#5, #6 — AppraisalManagementEnabled, MfgPartnerLeadMgmtEnabled (Connect API):**
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- Continue with the same Connect API write-then-verify pattern from step 3:
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-
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- | Order | Preference Name | Notes |
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- |---|---|---|
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- | First | `AppraisalManagementEnabled` | Master appraisal-management toggle. |
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- | Any | `MfgPartnerLeadMgmtEnabled` | Partner lead management. No ordering dependency. |
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-
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- ### 5. Enable Quotes — Metadata API
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-
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- Apply the read-merge-write pattern for the Metadata API surface. Read the current `QuoteSettings`
244
- component first (to preserve sibling fields), flip `enableQuotesWithoutOppEnabled` to `true`, then
245
- PUT the full XML body back.
246
-
247
- ```text
248
- # Read:
249
- dispatch("GET", "/services/data/v<apiVersion>/headless/metadata",
250
- query_params={"type": "QuoteSettings", "fullName": "Quote"})
251
- # → {type, fullName, xmlRep} — contains enableQuote and enableQuotesWithoutOppEnabled
252
-
253
- # Write (with enableQuotesWithoutOppEnabled flipped to true in the xmlRep):
254
- dispatch("PUT", "/services/data/v<apiVersion>/headless/metadata",
255
- body={"type": "QuoteSettings", "fullName": "Quote", "xmlRep": "<full XML body>"})
256
-
257
- # Verify:
258
- dispatch("GET", "/services/data/v<apiVersion>/headless/metadata",
259
- query_params={"type": "QuoteSettings", "fullName": "Quote"})
260
- # → confirm <enableQuotesWithoutOppEnabled>true</enableQuotesWithoutOppEnabled>
261
- ```
262
-
263
- ### 6. (Marker) — headless writes complete
264
-
265
- All headless preferences (#1–#7) are now written and verified. The two remaining legally-gated
266
- preferences — MFG Agents (#8) and Manufacturing Generative AI (#9) — are handled next as a user
267
- UI handoff.
268
-
269
- ### 7. Enable MFG Agents and Manufacturing Generative AI — USER UI HANDOFF (HARD STOP — wait for user)
270
-
271
- `MfgAgentsEnabled` and `ManufacturingGenAIPref` **cannot be enabled headlessly.** Both are opted out
272
- of the Metadata API for legal reasons, and enabling either surfaces a **legal terms-and-conditions
273
- consent popup in the Setup UI** that no headless surface can satisfy. **Do not attempt a Connect
274
- PATCH, Metadata write, or any headless workaround for these preferences** — they will not carry the
275
- legal consent.
276
-
277
- > **⚠️ HARD BLOCKING CHECKPOINT — DO NOT PROCEED PAST THIS POINT UNTIL THE USER CONFIRMS.**
278
- > This is NOT optional. You MUST stop execution here, present the instructions below, and then
279
- > WAIT for the user's explicit confirmation message (e.g. "done", "enabled", "I've toggled them on")
280
- > before taking ANY further action. Do not skip this step. Do not proceed "for now" and come back
281
- > later. Do not continue to Step 8 without user confirmation. The user must confirm OR explicitly
282
- > tell you to skip these preferences and continue without them.
283
-
284
- Instead, hand off to the user, then **STOP and WAIT**:
285
-
286
- 1. **STOP execution and clearly tell the user** you are pausing here for two mandatory manual steps,
287
- and exactly why (the legal consent popups have no API path).
288
- 2. **Give precise instructions:** in the target org:
289
- - Go to **Setup → Manufacturing Cloud → MFG Agents**, toggle on **MFG Agents**, and **accept the
290
- legal terms-and-conditions popup** that appears.
291
- - Go to **Setup → Einstein / Manufacturing Generative AI setup**, toggle on **Manufacturing
292
- Generative AI**, and **accept the legal terms-and-conditions popup** that appears.
293
- 3. **STOP HERE. Do not proceed.** Wait for the user to respond with explicit confirmation that they
294
- have completed both UI steps and accepted the legal terms. Acceptable responses include: "done",
295
- "enabled them", "toggled them on", "skip these", or similar. If the user says to skip, note them
296
- as open items and proceed to Step 8. **Any other situation: WAIT.**
297
- 4. **On confirmation, verify headlessly** (reads are allowed) and resume:
298
-
299
- ```text
300
- dispatch("GET", "/services/data/v<apiVersion>/setup/org/preferences/MfgAgentsEnabled")
301
- # → expect {"isPreferenceEnabled": true}
302
-
303
- dispatch("GET", "/services/data/v<apiVersion>/setup/org/preferences/ManufacturingGenAIPref")
304
- # → expect {"isPreferenceEnabled": true}
305
- ```
306
-
307
- - If both read `true`, confirm to the user and continue to step 8.
308
- - If either still reads `false`, tell the user which toggle/consent didn't take, ask them to
309
- re-check the relevant Setup page and re-accept the popup, and re-verify. Offer to continue with
310
- the rest of the foundation and leave the failing preference(s) as open items if they prefer —
311
- the permission-set assignments in step 8 do not depend on them.
312
-
313
- ### 8. Assign the foundation permission sets (sObject REST, API-first)
314
-
315
- Salesforce licensing for a feature is two calls — missing either one silently breaks things with no error:
316
-
317
- 1. **`PermissionSetLicenseAssign`** — consumes a seat from a `PermissionSetLicense` bucket (bookkeeping only, grants no access by itself).
318
- 2. **`PermissionSetAssignment`** — assigns the actual `PermissionSet` (the CRUD/FLS/user-permission grants) to the user. **This is the call that actually grants access.**
319
-
320
- Assign **both** the PSL and its paired PermissionSet for each feature below. A `DUPLICATE_VALUE` on
321
- either write means it is already assigned — treat as success and continue.
322
-
323
- **8a. Verify PSL presence (resolve by exact DeveloperName).**
324
-
325
- ```text
326
- dispatch("GET", "/services/data/v<apiVersion>/query", query_params={
327
- "q": "SELECT Id, DeveloperName, MasterLabel FROM PermissionSetLicense WHERE DeveloperName IN ('EinsteinGPTCopilotPsl','EinsteinGPTPromptTemplatesPsl','ManufacturingFoundationUserPsl','CriteriaBasedSearchAndFilterPsl','ManufacturingPartnerLeadMgmtPsl','IndustriesServiceExcellencePsl')"
328
- })
329
- ```
330
-
331
- PSL → capability map (verified against a live Manufacturing Cloud central org, 2026-08-21):
332
-
333
- | # | PSL DeveloperName | Label | Capability it gates |
334
- |---|---|---|---|
335
- | 1 | `EinsteinGPTCopilotPsl` | Agentforce (Default) | Agentforce agent runtime — backs CopilotSalesforceUser + CopilotSalesforceAdmin |
336
- | 2 | `EinsteinGPTPromptTemplatesPsl` | Einstein Prompt Templates | Prompt template invocation |
337
- | 3 | `ManufacturingFoundationUserPsl` | Manufacturing Foundation User | Base Manufacturing objects |
338
- | 4 | `CriteriaBasedSearchAndFilterPsl` | Criteria-Based Search and Filter | CBSF objects |
339
- | 5 | `ManufacturingPartnerLeadMgmtPsl` | Partner Lead Management | Partner lead management |
340
- | 6 | `IndustriesServiceExcellencePsl` | Industry Service Excellence | Industries base |
341
-
342
- Any PSL not found in the org means the license is not provisioned — report it as the likely cause of
343
- a related preference staying off; it needs a license/entitlement grant (out of headless scope).
344
-
345
- **8b. Assign PSL seats** — for each PSL above, consume a seat:
346
-
347
- ```text
348
- dispatch("GET", "/services/data/v<apiVersion>/query", query_params={
349
- "q": "SELECT Id FROM PermissionSetLicense WHERE DeveloperName = '<pslDeveloperName>'"
350
- })
351
- dispatch("POST", "/services/data/v<apiVersion>/sobjects/PermissionSetLicenseAssign",
352
- body={"AssigneeId": "<userId>", "PermissionSetLicenseId": "<pslId>"})
353
- ```
354
-
355
- `DUPLICATE_VALUE` = already assigned = success.
356
-
357
- **8c. Resolve and assign PermissionSets by exact Name.**
358
-
359
- ```text
360
- dispatch("GET", "/services/data/v<apiVersion>/query", query_params={
361
- "q": "SELECT Id, Name, Label FROM PermissionSet WHERE Name IN ('CopilotSalesforceUser','CopilotSalesforceAdmin','EinsteinGPTPromptTemplateUser','ManufacturingFoundationUserPsl','CriteriaBasedSearchAndFilterPsl','ManufacturingPartnerLeadMgmtPsl','IndustriesServiceExcellence')"
362
- })
363
- ```
364
-
365
- PermissionSet → PSL map (verified against a live central org, 2026-08-21):
366
-
367
- | # | PermissionSet Name | Label | Backing PSL |
368
- |---|---|---|---|
369
- | 1 | `CopilotSalesforceUser` | Access Agentforce Default Agent | EinsteinGPTCopilotPsl |
370
- | 2 | `CopilotSalesforceAdmin` | Agentforce Default Admin | EinsteinGPTCopilotPsl |
371
- | 3 | `EinsteinGPTPromptTemplateUser` | Prompt Template User | EinsteinGPTPromptTemplatesPsl |
372
- | 4 | `ManufacturingFoundationUserPsl` | Manufacturing Foundation User | ManufacturingFoundationUserPsl |
373
- | 5 | `CriteriaBasedSearchAndFilterPsl` | Criteria-Based Search and Filter | CriteriaBasedSearchAndFilterPsl |
374
- | 6 | `ManufacturingPartnerLeadMgmtPsl` | Partner Lead Management | ManufacturingPartnerLeadMgmtPsl |
375
- | 7 | `IndustriesServiceExcellence` | Industry Service Excellence | IndustriesServiceExcellencePsl |
376
-
377
- **8d. The target user Id** is `<userId>` from step 1 (default = authenticated user). If provisioning a
378
- different user, resolve their Id:
379
-
380
- ```text
381
- dispatch("GET", "/services/data/v<apiVersion>/query", query_params={
382
- "q": "SELECT Id, Username FROM User WHERE Username = '<username>'"
383
- })
384
- ```
385
-
386
- **8e. Assign each PermissionSet to the target user:**
387
-
388
- ```text
389
- dispatch("POST", "/services/data/v<apiVersion>/sobjects/PermissionSetAssignment",
390
- body={"AssigneeId": "<userId>", "PermissionSetId": "<permissionSetId>"})
391
- ```
392
-
393
- A `DUPLICATE_VALUE` / already-assigned error is benign — treat as success and continue.
394
-
395
- **8f. Verify the assignments landed** — read back BOTH PSL seats AND PermissionSets:
396
-
397
- ```text
398
- dispatch("GET", "/services/data/v<apiVersion>/query", query_params={
399
- "q": "SELECT Id, PermissionSetLicenseId, PermissionSetLicense.DeveloperName FROM PermissionSetLicenseAssign WHERE AssigneeId = '<userId>'"
400
- })
401
- ```
402
-
403
- Confirm all 6 PSL seats from the table in 8a are assigned. Report any that are missing.
404
-
405
- ```text
406
- dispatch("GET", "/services/data/v<apiVersion>/query", query_params={
407
- "q": "SELECT PermissionSetId, PermissionSet.Name FROM PermissionSetAssignment WHERE AssigneeId = '<userId>'"
408
- })
409
- ```
410
-
411
- Confirm all 7 PermissionSets from the table in 8c are present. Report any that are missing.
412
-
413
- **Notes (from the live org):**
414
- - Agent/Copilot access (`Einstein_Copilot_User` / `AgentForce_User`) is delivered by the Agentforce
415
- package, not this foundation — it belongs to a later Act. Do not block on it.
416
- - Not every org has every permission set — assign the ones that resolve; report any that don't.
417
-
418
- ---
419
-
420
- ## Rules / Constraints
421
-
422
- | Constraint | Rationale |
423
- |---|---|
424
- | `dispatch` only — no `sf` CLI, no `curl`, no browser | Hosted-MCP customers have no shell. |
425
- | MFG Agents and GenAI are the two deliberate UI handoffs — HARD STOP | Both are legally opted out of every headless surface and require accepting consent popups; there is no API path. Pause, instruct, WAIT for user confirmation, verify, resume. |
426
- | No hardcoded org IDs, instance URLs, tokens, user IDs, permission-set IDs, or API versions | Portable across orgs; resolve at runtime. |
427
- | Enable Einstein GPT (#1) before Agent Platform (#2) before Copilot (#3) | Hard ordering dependency. |
428
- | Verify after every write | A write can "succeed" while a gated field stays false. |
429
- | The preference table is the source of truth | Enable ONLY the 9 preferences listed. Do NOT attempt additional preferences. |
430
- | Stay inside setup scope | This is Act 0. Never create data, run pipelines, or deploy the agent. |
431
-
432
- ---
433
-
434
- ## Troubleshooting
435
-
436
- ### Connect API failures
437
-
438
- | Symptom | Cause | Resolution |
439
- |---|---|---|
440
- | PATCH returns error | Preference gated behind a missing PSL | Verify PSLs in step 8a; report missing PSL. |
441
- | Verify reads `false` after successful write | Silent-failure — underlying permission/license missing | Report the specific PSL blocker and continue. |
442
- | 404 Not Found | Preference name incorrect or not registered on this org version | Verify the exact preference name from the table. |
443
-
444
- ### Aura controller failures (CBSF)
445
-
446
- | Symptom | Cause | Resolution |
447
- |---|---|---|
448
- | PATCH returns error or 404 | Route not available on this org | Verify the headless invoke route exists; report the exact error. |
449
- | Verify reads `isPrefEnabled: false` | Feature gated behind a missing PSL | Verify `CriteriaBasedSearchAndFilterPsl` is provisioned. |
450
-
451
- ### Metadata API failures (Quotes)
452
-
453
- | Symptom | Cause | Resolution |
454
- |---|---|---|
455
- | `Invalid field` | Field name wrong for this API version | Re-check against table; if correct, feature is PSL-gated. |
456
- | Write succeeds but verify shows field `false` | Preference gated behind a missing PSL | Report PSL blocker. |
457
- | `INSUFFICIENT_ACCESS` | Connected user lacks Customize Application | Report; must use an admin. |
458
-
459
- ### MFG Agents + Generative AI preferences (UI handoff)
460
-
461
- | Symptom | Cause | Resolution |
462
- |---|---|---|
463
- | User asks why these aren't automated | Legal consent popups; opted out of headless surfaces | Explain: enabling them requires accepting legal terms in the Setup UI, which no API can do. These are the two intended manual steps. |
464
- | GET still `{"isPreferenceEnabled": false}` after the user says they enabled it | Toggle/consent didn't take | Ask the user to re-open the Setup page, re-toggle, and re-accept the popup; re-verify. Offer to continue and leave the failing preference as an open item. |
465
-
466
- ### Permission-set assignment failures
467
-
468
- | Symptom | Cause | Headless fallback |
469
- |---|---|---|
470
- | POST → `DUPLICATE_VALUE` | User already has the set | Benign — treat as success, continue. |
471
- | Query returns fewer sets than requested | Some sets not present in the org | Assign the ones that resolved; report the missing labels (package not installed). |
472
- | PSL query returns fewer rows than expected | Not all PSLs provisioned | Report each missing PSL and the preference it blocks. |
473
-
474
- If none of these resolves an issue, STOP and report the exact API response (status + body) — do not
475
- fall back to a browser or manual Setup step (except the documented MFG Agents + GenAI handoffs).
476
-
477
- ---
478
-
479
- ## Output Expectations
480
-
481
- Report, in order:
482
- 1. **Org & user** — the connected org, target user, and resolved API version.
483
- 2. **Per-preference results** — for each of the 9 preferences: skipped (already on), newly enabled
484
- (wrote + verified), or still off (name the blocker).
485
- 3. **Actions taken** — Connect API writes, Aura controller write, Metadata write, MFG Agents + GenAI
486
- handoff outcome, permission-set assignments.
487
- 4. **Gaps** — any preference still off and the blocker (PSL/license), and MFG Agents / GenAI if the
488
- user left them as open items.
489
- 5. **Next step** — the foundation is ready; hand back to the orchestrator for the next Act.
490
-
491
- ---
492
-
493
- ## Cross-Skill Integration
494
-
495
- This skill is **Act 0** and is designed to be invoked by the **MFG Sales Concierge Foundation
496
- Orchestrator** (its parent). It does the setup only; every downstream capability is a later Act the
497
- orchestrator runs after this one succeeds.
498
-
499
- | Need | Belongs to |
500
- |---|---|
501
- | Enable CBSF-specific data/config beyond the toggle | later Act — "cbsf enablement" |
502
- | Run Data Pipelines (DPE) jobs | later Act — "dpe enablement" |
503
- | Deploy the Agentforce agent metadata (GenAiAgent/topics/actions) | later Act — `create-mfg-sales-concierge-agent` |
504
- | Create partner lead management data | later Act — partner lead configure |
505
- | Create quote setup data | later Act — quote configure |