@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
  258. package/skills/health-cloud-referral-management-coordinate/SKILL.md +0 -513
  259. package/skills/health-cloud-timeline-configure/SKILL.md +0 -622
  260. package/skills/health-cloud-virtual-visit-config-configure/SKILL.md +0 -135
  261. package/skills/industries-account-score-settings-query/SKILL.md +0 -78
  262. package/skills/industries-actionable-list-data-sources-dmo-configure/SKILL.md +0 -177
  263. package/skills/industries-ad-product-availability-search/SKILL.md +0 -399
  264. package/skills/industries-advanced-account-forecast-settings-configure/SKILL.md +0 -628
  265. package/skills/industries-advanced-therapy-management-settings-configure/SKILL.md +0 -73
  266. package/skills/industries-atm-settings-starter-configure/SKILL.md +0 -76
  267. package/skills/industries-batch-document-ai-configure/SKILL.md +0 -196
  268. package/skills/industries-behavioral-health-app-settings-configure/SKILL.md +0 -71
  269. package/skills/industries-branch-management-settings-configure/SKILL.md +0 -89
  270. package/skills/industries-bre-decision-table-access-configure/SKILL.md +0 -367
  271. package/skills/industries-brokerage-settings-configure/SKILL.md +0 -41
  272. package/skills/industries-calendar-sync-settings-configure/SKILL.md +0 -89
  273. package/skills/industries-care-request-settings-configure/SKILL.md +0 -218
  274. package/skills/industries-case-management-intelligence-settings-configure/SKILL.md +0 -54
  275. package/skills/industries-catalog-process-attributes-products-configure/SKILL.md +0 -380
  276. package/skills/industries-catalog-process-fulfillment-configure/SKILL.md +0 -216
  277. package/skills/industries-catalog-process-intake-configure/SKILL.md +0 -219
  278. package/skills/industries-catalog-process-knowledge-configure/SKILL.md +0 -153
  279. package/skills/industries-catalog-process-preprocessor-configure/SKILL.md +0 -168
  280. package/skills/industries-cds-general-settings-configure/SKILL.md +0 -69
  281. package/skills/industries-claim-financial-settings-configure/SKILL.md +0 -169
  282. package/skills/industries-clinical-data-model-settings-configure/SKILL.md +0 -136
  283. package/skills/industries-clinical-data-model-settings-starter-configure/SKILL.md +0 -105
  284. package/skills/industries-collection-plan-settings-configure/SKILL.md +0 -132
  285. package/skills/industries-comms-service-console-settings-configure/SKILL.md +0 -159
  286. package/skills/industries-compliance-configure/SKILL.md +0 -102
  287. package/skills/industries-compliance-document-extraction-setup-configure/SKILL.md +0 -76
  288. package/skills/industries-contact-center-app-layout-configure/SKILL.md +0 -88
  289. package/skills/industries-contact-center-components-configure/SKILL.md +0 -96
  290. package/skills/industries-contact-center-path-knowledge-configure/SKILL.md +0 -95
  291. package/skills/industries-contact-center-user-access-assign/SKILL.md +0 -96
  292. package/skills/industries-course-waitlist-config-configure/SKILL.md +0 -162
  293. package/skills/industries-crisis-center-settings-configure/SKILL.md +0 -84
  294. package/skills/industries-custom-object-settings-configure/SKILL.md +0 -94
  295. package/skills/industries-data-cloud-integration-configure/SKILL.md +0 -88
  296. package/skills/industries-data-space-feature-mappings-configure/SKILL.md +0 -245
  297. package/skills/industries-decision-matrix-builder-configure/SKILL.md +0 -78
  298. package/skills/industries-decision-table-hbase-configure/SKILL.md +0 -87
  299. package/skills/industries-decision-table-version-configure/SKILL.md +0 -74
  300. package/skills/industries-decision-tables-builder-configure/SKILL.md +0 -253
  301. package/skills/industries-decision-tables-configure/SKILL.md +0 -439
  302. package/skills/industries-energy-utilities-configure/SKILL.md +0 -251
  303. package/skills/industries-eu-cloud-multisite-configure/SKILL.md +0 -1008
  304. package/skills/industries-eu-new-connections-configure/SKILL.md +0 -30
  305. package/skills/industries-explainability-msg-template-configure/SKILL.md +0 -135
  306. package/skills/industries-expression-set-message-token-configure/SKILL.md +0 -135
  307. package/skills/industries-field-service-settings-configure/SKILL.md +0 -82
  308. package/skills/industries-form-framework-settings-configure/SKILL.md +0 -30
  309. package/skills/industries-fsc-ai-settings-configure/SKILL.md +0 -57
  310. package/skills/industries-fsc-association-engine-settings-configure/SKILL.md +0 -172
  311. package/skills/industries-fsc-b2b-settings-configure/SKILL.md +0 -61
  312. package/skills/industries-fsc-insurance-settings-configure/SKILL.md +0 -58
  313. package/skills/industries-fsc-visa-fulfillment-setup-configure/SKILL.md +0 -103
  314. package/skills/industries-fsc-wealth-agent-settings-configure/SKILL.md +0 -117
  315. package/skills/industries-fsc-wealth-settings-configure/SKILL.md +0 -99
  316. package/skills/industries-fundraising-gift-entry-settings-configure/SKILL.md +0 -120
  317. package/skills/industries-fundraising-rfm-configure/SKILL.md +0 -128
  318. package/skills/industries-fundraising-settings-configure/SKILL.md +0 -145
  319. package/skills/industries-fundraising-source-code-gen-configure/SKILL.md +0 -299
  320. package/skills/industries-google-maps-api-key-settings-configure/SKILL.md +0 -87
  321. package/skills/industries-grantmaking-intelligence-settings-open/SKILL.md +0 -58
  322. package/skills/industries-hc-score-category-settings-configure/SKILL.md +0 -167
  323. package/skills/industries-health-engagement-settings-configure/SKILL.md +0 -218
  324. package/skills/industries-home-health-agentforce-setup-configure/SKILL.md +0 -131
  325. package/skills/industries-home-health-bundling-policy-create/SKILL.md +0 -50
  326. package/skills/industries-home-health-entity-labels-configure/SKILL.md +0 -29
  327. package/skills/industries-home-health-fsl-package-deploy/SKILL.md +0 -71
  328. package/skills/industries-home-health-fsl-settings-validate/SKILL.md +0 -27
  329. package/skills/industries-home-health-guided-setup-care-and-skill-get/SKILL.md +0 -80
  330. package/skills/industries-home-health-guided-setup-configure/SKILL.md +0 -836
  331. package/skills/industries-home-health-guided-setup-enable-org-fsl-get/SKILL.md +0 -55
  332. package/skills/industries-home-health-guided-setup-get-org-ready-get/SKILL.md +0 -61
  333. package/skills/industries-home-health-licenses-assign/SKILL.md +0 -27
  334. package/skills/industries-home-health-operating-hours-create/SKILL.md +0 -40
  335. package/skills/industries-home-health-scheduling-policy-create/SKILL.md +0 -41
  336. package/skills/industries-home-health-service-objective-create/SKILL.md +0 -22
  337. package/skills/industries-home-health-skills-create/SKILL.md +0 -31
  338. package/skills/industries-home-health-users-create/SKILL.md +0 -29
  339. package/skills/industries-icm-act3-toggles-configure/SKILL.md +0 -198
  340. package/skills/industries-icm-act5-genai-suggested-assessments-configure/SKILL.md +0 -361
  341. package/skills/industries-icm-act6-mcg-integration-configure/SKILL.md +0 -550
  342. package/skills/industries-integrated-care-management-configure/SKILL.md +0 -168
  343. package/skills/industries-object-enablement-configure/SKILL.md +0 -86
  344. package/skills/industries-tpm-system-processing-service-configure/SKILL.md +0 -64
  345. package/skills/integration-apex-settings-configure/SKILL.md +0 -61
  346. package/skills/marketing-e360-email-archiving-configure/SKILL.md +0 -73
  347. package/skills/platform-custom-permissions-configure/SKILL.md +0 -687
  348. package/skills/platform-label-workbench-import-create/SKILL.md +0 -67
  349. package/skills/platform-privacy-agent-settings-configure/SKILL.md +0 -752
@@ -1,8 +1,10 @@
1
1
  ---
2
2
  name: field-service-work-rule-designer-configure
3
- description: "Designs the work rules for a Salesforce Field Service scheduling policy — the hard filters that determine which resources and time slots are eligible for an appointment. Step 2 of the three-part scheduling policy design flow. Receives the policy block from sfs-scheduling-policy-designer and delegates to sfs-service-objective-designer when complete."
3
+ description: "Designs the work rules for a Salesforce Field Service scheduling policy — the hard filters that determine which resources and time slots are eligible for an appointment. Step 2 of the three-part scheduling policy design flow; receives the policy block from sfs-scheduling-policy-designer and delegates to sfs-service-objective-designer when complete. Use this skill when a user wants to design or configure the work rules (hard eligibility filters) for a Field Service scheduling policy."
4
+ user-invocable: false
4
5
  metadata:
5
6
  version: "1.0"
7
+ domains: ["Field Service"]
6
8
  ---
7
9
 
8
10
  # Salesforce Field Service – Work Rule Designer
@@ -40,119 +42,139 @@ Each row: **name — engine (DB/Apex) — what it does.** "DB w/ ESO" means the
40
42
  | **TimeSlot Designated Work** | Apex | Reserves a time slot/shift for a specific work type — only that type schedules in that window. All-or-nothing rule (no relevance groups). |
41
43
  | **Service Crew Resources Availability** | Apex | Ensures a crew-type resource is only assigned when the crew meets the parent record's minimum crew size. |
42
44
 
43
- ### Interview order — MANDATORY
45
+ ### Requirements mapping
46
+
47
+ Don't start from the rule list — start from **what the business needs**, then map each requirement to the rule(s) that satisfy it. Walk the user through this mapping:
48
+
49
+ | If the requirement is… | Use this work rule |
50
+ |---|---|
51
+ | Resources need specific skills / proficiency levels | **Match Skills**; **Extended Match** |
52
+ | Non-skill matching factors (e.g., serviceable postal codes) | **Match Boolean**; **Match Skills**; **Extended Match** |
53
+ | Breaks during the day / specific or multiple breaks | **Service Resource Availability** (+ work rule entries for multiple breaks, ESO) |
54
+ | Can work go into overtime? Can resources travel outside working hours? | **Service Resource Availability** |
55
+ | Max number / duration of appointments per resource per day | **Count Rule** |
56
+ | A specific resource **must** be assigned | **Required Resources** |
57
+ | A specific resource **must not** be assigned | **Excluded Resources** |
58
+ | Customer has specific service-call time windows | **Service Appointment Visiting Hours** |
59
+ | Ensure crew-type resources get scheduled | **Service Crew Resources Availability** |
60
+ | Appointments have arrival windows / required arrival times | **Match Time Rule** |
61
+ | Cap travel distance from home / control travel cost across large territories | **Maximum Travel from Home** — ask whether the cap is by **distance** or by **travel time** (see note below) |
62
+ | Assign specific work types to a resource for part/all of a day | **TimeSlot Designated Work** |
63
+ | Restrict work to the resource's **primary and secondary** service territory memberships | **Working Territories** |
44
64
 
45
- Walk through the 16 work rule types **in the exact order of the table in *The 16 work rule types* above** — top to bottom, one rule at a time. **Do NOT split the interview into a separate "which rules apply" pass and a later "configure them" pass, and do NOT reorder the rules.** For each rule, in order:
65
+ Always include exactly one **Service Resource Availability** rule — the only mandatory rule this skill emits. Never emit Earliest Start Permitted or Due Date — provisioned automatically.
46
66
 
47
- 1. **Decide whether it applies.** Service Resource Availability is always in (no question). For every other rule, either the user's stated business needs already make it obviously needed, or ask the short **Applies when / ask** question in that rule's entry below. Interpret the user's needs against the *What it does* column — e.g. "resources need the right skills" → Match Skills; "cap travel from home" → Maximum Travel from Home.
48
- 2. **If it applies and it has configuration, ask that rule's config question(s) right now** — before moving on to the next rule. Never defer configuration to the end. If the rule is selection-only (no config), just confirm it and continue.
67
+ **Arrival Window Match Time rules (opt-in default pair).** If the user wants appointments to honor customer **arrival windows**, ask them to confirm, and if they agree, emit **two** Match Time rules with these exact default settings — do not ask the user to fill these in, they are the standard arrival-window configuration:
49
68
 
50
- Then continue to the next rule in the table. Ask one question at a time. Only after you have walked all 16 rules is the rule list final.
69
+ | Setting | Rule A | Rule B |
70
+ |---|---|---|
71
+ | Name | `Arrival Window Start` | `Arrival Window End` |
72
+ | Service Schedule Time Property | `SchedStartTime` | `SchedStartTime` |
73
+ | Service Time Operator | `Later than or Equal to` | `Before or Equal to` |
74
+ | Service Time Property | `ArrivalWindowStartTime` | `ArrivalWindowEndTime` |
75
+ | Pass Empty Values | `true` | `true` |
51
76
 
52
- **Do NOT ask a relevance-group / subset question on every rule.** Most rules apply policy-wide, and asking "all or a subset?" after each one is noise. Instead:
77
+ Emit each as a Match Time work rule whose `params` carry those four values (keys `serviceScheduleTimeProperty`, `serviceTimeOperator`, `serviceTimeProperty`, `passEmptyValues`). These are separate from the mandatory Earliest Start Permitted / Due Date rules (never emitted).
53
78
 
54
- - **React to scoping the user volunteers.** If while answering a rule's question the user signals the rule is only for a specific scenario, workforce, or work type — e.g. "only for part-time techs," "just for installation jobs," "tighter cap in France" — *then* pursue it: confirm the basis (Service Territory Member for a resource subset, Service Appointment for a work subset), get the Boolean field name, and record `relevanceGroup: { basis, booleanField }` on that rule. (First check the rule supports that basis under ES&O — see *Relevance Groups*.)
55
- - **Otherwise sweep for it once, at the end.** After all 16 rules are walked, ask a single closing question: *"Are there any constraints here that should apply only to a certain part of your workforce or to certain types of work — rather than to everyone/everything? For example, different break or travel limits for part-time vs. full-time techs, or stricter handling for a specific work type or region."* Only if the user says yes do you scope the affected rules (per the *Relevance Groups* section). If no, leave every `relevanceGroup` null.
79
+ **Interpreting and emitting break times (clock time vs. shift-start offset):** A Service Resource Availability rule expresses breaks in one of two shapes, and **this skill decides the shape and emits the values the data-layer skill needs** — the data-layer skill never receives a clock time it has to convert. Choose the shape as follows:
56
80
 
57
- Always include exactly one **Service Resource Availability** rule — the only mandatory rule this skill emits. Never emit Earliest Start Permitted or Due Date — provisioned automatically.
81
+ - **One fixed daily break at an absolute clock time** (e.g. "30 minutes at 12:00 every day") → emit it as an **absolute** break: `{ "mode": "absolute", "startClock": "12:00", "durationMinutes": 30 }`. No offset math, no working-day start needed.
82
+ - **One or more breaks defined as an offset from the start of the working day** (e.g. "a 30-minute lunch starting 3 hours into the shift") → emit each as an **offset** break, in **minutes from the start of the working day**: `{ "mode": "offset", "earliestStartOffsetMinutes": 180, "latestEndOffsetMinutes": 240, "durationMinutes": 30 }`. All three of `earliestStartOffsetMinutes`, `latestEndOffsetMinutes`, and `durationMinutes` are **mandatory** for an offset break. **When the user states the break in offset terms already** (e.g. "3 hours after the start of day"), that offset *is* `earliestStartOffsetMinutes` (180) — **do not ask for the working-day start; you don't need it.**
83
+ - **Breaks given as clock times but there is more than one** (e.g. "15 minutes at 10:00 and 30 minutes at 12:00") → you must use the **offset** shape, which means **converting each clock time into an offset from the start of the working day**. You cannot do that without knowing when the day starts, so **ask the user for the shift / working-day start**, then compute `earliestStartOffsetMinutes = (break start clock − day start)` in minutes for each break. Never assume the day starts at midnight (that would turn "10:00" into a wrong 600-minute offset). *(Only ask for the day start in this clock-time case — never when the break is already expressed as an offset.)*
58
84
 
59
- ---
85
+ **Always emit `latestEndOffsetMinutes` for every offset break — ask for it directly, do not fabricate a window.** The earliest start comes from what the user stated (an offset, or a converted clock time) — **do not invent ± tolerance windows around it** (no "±1 hour" / "±2 hour" options). If the user only gave a break start (or a duration with no stated finish-by), **ask them plainly for the latest the break may end**, phrased in the *same terms they used*: if they gave an offset ("starts 3 hours after start of day"), ask "what is the latest it may end, as time after the start of the day?" and convert (e.g. "4 hours after start" → 240); if they gave a clock time, ask for a clock time and convert with the day start. If the user says the break is fixed/pinned with no flex, set `latestEndOffsetMinutes = earliestStartOffsetMinutes + durationMinutes`. Never emit an offset break missing any of the three fields, and never guess the latest-end. If a break requirement is too involved to convert reliably, ask clarifying questions or recommend the manual approach rather than guessing.
86
+
87
+ **Maximum Travel from Home — establish the cap type, not the unit.** When a requirement caps how far a resource may travel from home, **ask the user whether the cap is by distance or by travel time** — the two are configured differently and the data-layer skill needs to know which. Emit the value and the type in `params`: `{ "maxTravelFromHome": 50, "maxTravelFromHomeType": "Distance" | "Travel Time" }`. Interpret the user's phrasing to set the *type* — "50 miles"/"50 km" ⇒ `Distance`, "45 minutes" ⇒ `Travel Time` — but **do not ask for or emit a distance unit (miles vs km): it is not part of the work-rule config**; the unit is governed by the org's locale/distance settings elsewhere, so the rule stores only the number. For `Travel Time` the value is minutes. Never emit the cap value without its type.
60
88
 
61
- ### The rules, in interview order
89
+ ### Per-rule configuration
62
90
 
63
- Take these in the order shown — it matches the table above. For each entry: **Applies when** tells you how to decide it's needed; **Ask** lists the config questions to ask *immediately* on a yes; **Emit** gives the exact `params` keys — use them verbatim so the data-layer skill can map them.
91
+ Once the requirements mapping has selected which rules to build, configure the specifics for each. The **`Emit` line gives the exact `params` keys** — use these verbatim so the data-layer skill can map them. Only configure rules the user selected; skip the rest.
64
92
 
65
93
  ---
66
94
 
67
- **1. Service Resource Availability** *(always present — the only mandatory rule)*
68
- Applies when: always. No applicability question.
95
+ **Service Resource Availability** *(always present)*
96
+ Gate: Always included — no selection needed.
69
97
  Ask:
70
98
  - "Can work run into **overtime**?" (yes/no)
71
99
  - "Can resources **travel outside working hours** to/from home?" — if yes, ask how many minutes from home (to first job) and to home (from last job); "no limit" = 120; "no" = 0 for both
72
- - Breaks interview (see *Interpreting and emitting break times* below)
100
+ - Breaks interview (see *Interpreting and emitting break times*)
73
101
 
74
102
  Emit: `{ "enableOvertime": true|false, "travelFromHomeMinutes": <number>, "travelToHomeMinutes": <number>, "breaks": [ … ] }`
75
- Note: Travel values are minutes — 0 = no travel outside working hours, 120 = effectively unlimited. If the user gives no availability detail, emit baseline (`enableOvertime: false`, travel keys and breaks omitted).
103
+ Note: Travel values are minutes — 0 = no travel outside working hours, 120 = effectively unlimited. If user gives no availability detail, emit baseline (`enableOvertime: false`, travel keys and breaks omitted).
76
104
 
77
105
  ---
78
106
 
79
- **2. Match Time Rule** *(arrival windows)*
80
- Applies when: appointments should honor customer **arrival windows** / required arrival times. Ask: "Should appointments honor customer arrival windows?"
81
- Emit: on a yes, emit the **two** default rules from the *Arrival Window Match Time rules* table below — do not ask the user to fill these in.
107
+ **Match Time Rule** *(arrival windows)*
108
+ Gate: Only if selected in requirements mapping.
109
+ Ask: "Should appointments honor customer **arrival windows**?"
110
+ Emit: Two default rules from the Arrival Window table — no further questions.
82
111
 
83
112
  ---
84
113
 
85
- **3. Match Skills**
86
- Applies when: resources need specific skills / proficiency levels.
114
+ **Match Skills**
115
+ Gate: Only if selected in requirements mapping.
87
116
  Ask: "Should the resource also **meet a minimum skill level** (proficiency), or is simply *having* the skill enough?"
88
117
  Emit: `{ "matchSkillLevel": true|false }`
89
118
  Note: Do not ask about skill-type AND/OR logic — this skill does not configure `skillTypeLogic`.
90
119
 
91
120
  ---
92
121
 
93
- **4. Match Fields**
94
- Applies when: one appointment field must match one resource field (1:1). (For one appointment field vs. multiple resource values, use Extended Match instead.)
122
+ **Match Fields**
123
+ Gate: Only if selected in requirements mapping.
95
124
  Ask: "Which Service Appointment field must match which Service Resource field, and with what operator?"
96
125
  Emit: `{ "serviceProperty": "<SA field>", "resourceProperty": "<resource field>", "booleanOperator": "=" }`
97
126
  Note: Operator is one of `=`, `>=`, `<=`, `>`, `<` (default `=`). Field names are the customer's own — pass through as given.
98
127
 
99
128
  ---
100
129
 
101
- **5. Match Boolean**
102
- Applies when: a checkbox on the resource must be true/false — including non-skill matching factors (e.g., serviceable postal codes).
130
+ **Match Boolean**
131
+ Gate: Only if selected in requirements mapping.
103
132
  Ask: "Which checkbox field on the resource must be true (or false)?"
104
133
  Emit: `{ "resourceProperty": "<resource field>", "value": true|false }`
105
134
  Note: Max 5 Match Boolean rules per policy.
106
135
 
107
136
  ---
108
137
 
109
- **6. Extended Match** *(advisory only — data-layer skill will not build this)*
110
- Applies when: custom-criteria matching via a junction object (e.g., serviceable postal codes, product lines).
111
- Ask: None — no params to collect. Advise the user to set up before deploying:
112
- 1. A junction object with exactly **two** Master-Detail relationships (to Service Resource + matched object) — packaged trigger requires exactly two or the rule fails
113
- 2. A Service Appointment Lookup field driving the match; a reference field on the junction matched against it
114
- 3. Once those exist, create and configure the rule manually in Setup (Field Service Settings → Scheduling → Work Rules)
115
-
116
- Capture intended objects/fields in `prerequisites` as advisory text — do not emit in `workRules[]`.
117
-
118
- ---
119
-
120
- **7. Match Territory** — *(skip entirely; not part of the interview)*
121
- This interview never emits a standalone Match Territory rule. **Skip it silently** — do not ask a Match Territory question, and do not announce or narrate that you are skipping it. Move straight from rule 6 to rule 8 with no mention of Match Territory at all. (If a user explicitly asks for primary/relocation-only territory scoping, advise manual configuration then — but never raise it yourself. Also: don't cover a resource by both Match Territory and Working Territories.)
138
+ **Maximum Travel from Home**
139
+ Gate: Only if selected in requirements mapping.
140
+ Ask: "Is the cap by **distance** or by **travel time**?" (see cap-type note in Requirements mapping)
141
+ Emit: `{ "maxTravelFromHome": <number>, "maxTravelFromHomeType": "Distance"|"Travel Time" }`
142
+ Note: Distance unit (miles vs km) is not part of the rule — governed by org locale. For Travel Time, value is minutes.
122
143
 
123
144
  ---
124
145
 
125
- **8. Working Territories**
126
- Applies when: work must be restricted to the resource's **primary and secondary** service territory memberships.
146
+ **Working Territories**
147
+ Gate: Only if selected in requirements mapping.
127
148
  Ask: None — selecting the rule is sufficient.
128
149
  Emit: `{ "workingLocationEnablePrimary": true }`
150
+ Note: No separate Match Territory question — the interview does not emit a standalone Match Territory rule. If primary/relocation-only scoping is needed, advise manual configuration.
129
151
 
130
152
  ---
131
153
 
132
- **9. Maximum Travel from Home**
133
- Applies when: capping distance/travel time between a resource's home and any assigned appointment / controlling travel cost across large territories.
134
- Ask: "Is the cap by **distance** or by **travel time**?" (see the cap-type note below), plus the cap value.
135
- Emit: `{ "maxTravelFromHome": <number>, "maxTravelFromHomeType": "Distance"|"Travel Time" }`
136
- Note: Distance unit (miles vs km) is not part of the rule — governed by org locale. For Travel Time, value is minutes.
137
-
138
- ---
154
+ **Service Crew Resources Availability**
155
+ Gate: Only if selected in requirements mapping.
156
+ Ask:
157
+ - "Should the rule evaluate individual crew members' availability and skills, not just the crew record?" → `considerCrewMembership`
158
+ - "What is the maximum number of extra resources beyond the base crew that can be pulled in?" → `maxAdditionalResources` (optional)
139
159
 
140
- **10. Required Resources** *(selection-only)*
141
- Applies when: any work order ever has a resource marked **Required** that must always be assigned. Ask: "Do any work orders ever have a specific resource marked *Required* that must always be assigned to that job?"
142
- Emit: `{}`
143
- Prerequisite: Resource Preference records must exist on the work order / WOLI — the rule enforces them but does not create them.
160
+ Emit: `{ "considerCrewMembership": true|false, "maxAdditionalResources": <number> }` (omit `maxAdditionalResources` if blank)
144
161
 
145
162
  ---
146
163
 
147
- **11. Excluded Resources** *(selection-only)*
148
- Applies when: any work order ever has a resource marked **Excluded** that must never be assigned. Ask: "Do any work orders ever have a resource marked *Excluded* that must never be assigned?"
149
- Emit: `{}`
150
- Prerequisite: Resource Preference records must exist on the work order / WOLI — the rule enforces them but does not create them.
164
+ **Extended Match** *(advisory only — data-layer skill will not build this)*
165
+ Gate: Only if selected in requirements mapping.
166
+ Ask: None — no params to collect.
167
+ Advise the user to set up before deploying:
168
+ 1. A junction object with exactly **two** Master-Detail relationships (to Service Resource + matched object) — packaged trigger requires exactly two or the rule fails
169
+ 2. A Service Appointment Lookup field driving the match; a reference field on the junction matched against it
170
+ 3. Once those exist, create and configure the rule manually in Setup (Field Service Settings → Scheduling → Work Rules)
171
+
172
+ Capture intended objects/fields in `prerequisites` as advisory text — do not emit in `workRules[]`.
151
173
 
152
174
  ---
153
175
 
154
- **12. Count Rule**
155
- Applies when: capping the number/duration of appointments (or a custom value) per resource per day.
176
+ **Count Rule**
177
+ Gate: Only if selected in requirements mapping.
156
178
  Ask: Have the user describe the limit in plain terms, then classify into:
157
179
  - `countBy` — `"Appointments"` (count of jobs), `"Hours"` (duration cap), or `"Custom"` (sum of a custom SA field)
158
180
  - `maxValue` — the numeric cap (for Hours, convert to hours)
@@ -163,67 +185,32 @@ Note: Time Resolution is always Daily; counted object is always Service Appointm
163
185
 
164
186
  ---
165
187
 
166
- **13. Work Capacity** *(ESO only — selection-only)*
167
- Applies when: Work Capacity Limit records cap how much work schedules per territory. Ask: "Do you use Work Capacity Limit records to cap how much work can be scheduled per territory?"
188
+ **Selection-only rules** *(no config fields — each rule acts as an on/off switch that tells the scheduler to enforce constraints defined elsewhere in the org; selected in requirements mapping, no further questions needed)*
189
+
190
+ **Required Resources / Excluded Resources**
191
+ Gate: Only if selected in requirements mapping.
168
192
  Emit: `{}`
169
- Prerequisite: WorkCapacityLimit records must be configured per territory outside the policy.
193
+ Prerequisite: Resource Preference records must exist on the work order / WOLI — the rule enforces them but does not create them.
170
194
 
171
- ---
195
+ **Work Capacity** *(ESO only)*
196
+ Gate: Only if selected in requirements mapping.
197
+ Emit: `{}`
198
+ Prerequisite: WorkCapacityLimit records must be configured per territory outside the policy.
172
199
 
173
- **14. Service Appointment Visiting Hours** *(selection-only)*
174
- Applies when: customers have allowed visit windows that should block scheduling outside those hours. Ask: "Do customers have allowed visit windows (e.g., weekdays only, or mornings only) that should block scheduling outside those hours?"
200
+ **Service Appointment Visiting Hours**
201
+ Gate: Only if selected in requirements mapping.
175
202
  Emit: `{}`
176
- Note: Do not ask for the windows — they are per-account data on OperatingHours records, not a policy-wide value. All-or-nothing rule — no relevance-group scoping.
203
+ Note: Do not ask for the windows — they are per-account data on OperatingHours records, not a policy-wide value. (No relevance-group scoping.)
177
204
  Prerequisite: Each account must have visiting/operating hours populated; the Work Order's Visiting Hours must resolve from the account.
178
205
 
179
- ---
180
-
181
- **15. TimeSlot Designated Work** *(selection-only)*
182
- Applies when: certain time slots must be reserved for specific types of work. Ask: "Do you need to reserve certain time slots for specific types of work (e.g., install work only in morning slots)?"
206
+ **TimeSlot Designated Work**
207
+ Gate: Only if selected in requirements mapping.
183
208
  Emit: `{}`
184
- Note: Do not ask for slot→work mappings — that is data setup. Phrase the selection as "types of work," not "Work Type" (the designation is broader than the Work Type object). All-or-nothing rule — no relevance-group scoping.
209
+ Note: Do not ask for slot→work mappings — that is data setup. Phrase the selection as "types of work," not "Work Type" (the designation is broader than the Work Type object). (No relevance-group scoping.)
185
210
  Prerequisite: Time slots must be configured to designate the intended work.
186
211
 
187
212
  ---
188
213
 
189
- **16. Service Crew Resources Availability**
190
- Applies when: crew-type resources must only be assigned when the crew meets the parent record's minimum crew size.
191
- Ask:
192
- - "Should the rule evaluate individual crew members' availability and skills, not just the crew record?" → `considerCrewMembership`
193
- - "What is the maximum number of extra resources beyond the base crew that can be pulled in?" → `maxAdditionalResources` (optional)
194
-
195
- Emit: `{ "considerCrewMembership": true|false, "maxAdditionalResources": <number> }` (omit `maxAdditionalResources` if blank)
196
-
197
- ---
198
-
199
- ### Configuration reference notes
200
-
201
- These deep-dives support the **Ask** lines above; consult them when configuring the rule that references them.
202
-
203
- **Arrival Window Match Time rules (default pair — rule 2).** When the user confirms appointments should honor customer arrival windows, emit **two** Match Time rules with these exact default settings — do not ask the user to fill these in, they are the standard arrival-window configuration:
204
-
205
- | Setting | Rule A | Rule B |
206
- |---|---|---|
207
- | Name | `Arrival Window Start` | `Arrival Window End` |
208
- | Service Schedule Time Property | `SchedStartTime` | `SchedStartTime` |
209
- | Service Time Operator | `Later than or Equal to` | `Before or Equal to` |
210
- | Service Time Property | `ArrivalWindowStartTime` | `ArrivalWindowEndTime` |
211
- | Pass Empty Values | `true` | `true` |
212
-
213
- Emit each as a Match Time work rule whose `params` carry those four values (keys `serviceScheduleTimeProperty`, `serviceTimeOperator`, `serviceTimeProperty`, `passEmptyValues`). These are separate from the mandatory Earliest Start Permitted / Due Date rules (never emitted).
214
-
215
- **Interpreting and emitting break times — clock time vs. shift-start offset (rule 1).** A Service Resource Availability rule expresses breaks in one of two shapes, and **this skill decides the shape and emits the values the data-layer skill needs** — the data-layer skill never receives a clock time it has to convert. Choose the shape as follows:
216
-
217
- - **One fixed daily break at an absolute clock time** (e.g. "30 minutes at 12:00 every day") → emit it as an **absolute** break: `{ "mode": "absolute", "startClock": "12:00", "durationMinutes": 30 }`. No offset math, no working-day start needed.
218
- - **One or more breaks defined as an offset from the start of the working day** (e.g. "a 30-minute lunch starting 3 hours into the shift") → emit each as an **offset** break, in **minutes from the start of the working day**: `{ "mode": "offset", "earliestStartOffsetMinutes": 180, "latestEndOffsetMinutes": 240, "durationMinutes": 30 }`. All three of `earliestStartOffsetMinutes`, `latestEndOffsetMinutes`, and `durationMinutes` are **mandatory** for an offset break. **When the user states the break in offset terms already** (e.g. "3 hours after the start of day"), that offset *is* `earliestStartOffsetMinutes` (180) — **do not ask for the working-day start; you don't need it.**
219
- - **Breaks given as clock times but there is more than one** (e.g. "15 minutes at 10:00 and 30 minutes at 12:00") → you must use the **offset** shape, which means **converting each clock time into an offset from the start of the working day**. You cannot do that without knowing when the day starts, so **ask the user for the shift / working-day start**, then compute `earliestStartOffsetMinutes = (break start clock − day start)` in minutes for each break. Never assume the day starts at midnight (that would turn "10:00" into a wrong 600-minute offset). *(Only ask for the day start in this clock-time case — never when the break is already expressed as an offset.)*
220
-
221
- **Always emit `latestEndOffsetMinutes` for every offset break — ask for it directly, do not fabricate a window.** The earliest start comes from what the user stated (an offset, or a converted clock time) — **do not invent ± tolerance windows around it** (no "±1 hour" / "±2 hour" options). If the user only gave a break start (or a duration with no stated finish-by), **ask them plainly for the latest the break may end**, phrased in the *same terms they used*: if they gave an offset ("starts 3 hours after start of day"), ask "what is the latest it may end, as time after the start of the day?" and convert (e.g. "4 hours after start" → 240); if they gave a clock time, ask for a clock time and convert with the day start. If the user says the break is fixed/pinned with no flex, set `latestEndOffsetMinutes = earliestStartOffsetMinutes + durationMinutes`. Never emit an offset break missing any of the three fields, and never guess the latest-end. If a break requirement is too involved to convert reliably, ask clarifying questions or recommend the manual approach rather than guessing.
222
-
223
- **Maximum Travel from Home — establish the cap type, not the unit (rule 9).** When a requirement caps how far a resource may travel from home, **ask the user whether the cap is by distance or by travel time** — the two are configured differently and the data-layer skill needs to know which. Emit the value and the type in `params`: `{ "maxTravelFromHome": 50, "maxTravelFromHomeType": "Distance" | "Travel Time" }`. Interpret the user's phrasing to set the *type* — "50 miles"/"50 km" ⇒ `Distance`, "45 minutes" ⇒ `Travel Time` — but **do not ask for or emit a distance unit (miles vs km): it is not part of the work-rule config**; the unit is governed by the org's locale/distance settings elsewhere, so the rule stores only the number. For `Travel Time` the value is minutes. Never emit the cap value without its type.
224
-
225
- ---
226
-
227
214
  ## Relevance Groups
228
215
 
229
216
  A relevance group scopes a single work rule or service objective so it applies only to certain appointments or resources, instead of the whole policy. This lets one policy hold different logic for different work or resource types — e.g., different break/travel limits for part-time vs. full-time employees, or expedited scheduling for high-value accounts.
@@ -299,16 +286,3 @@ When the user confirms the work rules, delegate to `sfs-service-objective-design
299
286
  Do not start the service objective interview here. Transition message:
300
287
 
301
288
  > "Work rules are locked in. Next: service objectives — the scoring criteria that rank the eligible candidates. I'll walk through the trade-off questions one at a time."
302
-
303
- <!-- skill-validate: ignore-start -->
304
- <!-- codey:operations start -->
305
- ## Operations Reference
306
-
307
- Operations this skill uses — routing and dependency reference.
308
-
309
- | Operation | Purpose | Status | Call | Depends on |
310
- |-----------|---------|--------|------|------------|
311
- | `emit-work-rules-block` | write | — | — | — |
312
- | `handoff-to-service-objective-designer` | delegate | — | → `sfs-setup-experience/sfs-service-objective-designer` | `emit-work-rules-block` |
313
- <!-- codey:operations end -->
314
- <!-- skill-validate: ignore-end -->