@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
@@ -1,448 +0,0 @@
1
- ---
2
- name: consumer-goods-visit-activity-act4-questions-assign
3
- description: "Act 4 of 9: Links questions to the activity with display order for Retail Execution. This is the PRIMARY, enforceable linking step — template-level links from Act 2 do NOT auto-flow to the activity, so every question must be explicitly linked here. Handles TWO kinds of questions: GENERIC questions reused from the Act 2 template, and NEW activity-specific questions created at this stage. Creates AssessmentTaskIndDefinition (ATID) junction records that bind each Assessment Indicator Definition (question) to the Assessment Task Definition (activity, from Act 3), setting DisplayOrder and IsMandatory. Use when the user wants to \"add questions to the activity\", \"link assessment indicators\", \"put questions on the activity\", \"add a question just for this activity\", \"set up question display order\", or \"configure activity questions\". Depends on Act 2 (template questions) and Act 3 (activity). Part of the 9-Act Retail Execution steel thread."
4
- metadata:
5
- version: "1.0"
6
- cliTools:
7
- - tool:
8
- - "sf"
9
- semver: ">=2.0.0"
10
- ---
11
-
12
- # Act 4: Add Questions to the Activity
13
-
14
- **Part of:** [9-Act Retail Execution Steel Thread](../../README.md)
15
- **Depends on:** [Act 2 - Template and Questions](../act2-template-and-questions/SKILL.md), [Act 3 - Activity Definition](../act3-activity-definition/SKILL.md)
16
- **Enables:** [Act 5 - Standard Activity](../act5-standard-activity/SKILL.md) (auto-runs only when Act 1 created a new Visit Spec; otherwise the thread proceeds to Act 6)
17
-
18
- **Act 4 is the bridge between the questions you defined (Act 2) and the activity container (Act 3). You MUST complete Act 2 (questions exist) and Act 3 (activity exists) before starting this act — the question links reference both.**
19
-
20
- ---
21
-
22
- ## Goal
23
-
24
- Link Assessment Indicator Definitions (questions) to the Assessment Task Definition (activity) with display order and mandatory flags — so merchandisers see the right questions, in the right sequence, when they complete the activity.
25
-
26
- **Builder's intent:** "Put my questions on this activity, in order — the generic ones from my template, plus any extra questions that only apply to this one activity."
27
-
28
- **Two kinds of questions land on the activity here:**
29
- - **Generic (reused)** — the Assessment Indicator Definitions created and linked to the *template* in Act 2. They do NOT arrive on the activity automatically (verified: creating an ATD from a template with template-indicator links yields **zero** activity-level links). You reuse them by explicitly linking each one to the activity here.
30
- - **Activity-specific (new)** — questions that apply only to this one activity. You create the Assessment Indicator Definition *now* (Act 2 never made it), then link it to the activity the same way.
31
-
32
- Both kinds become real on the activity through the **same** junction record (`AssessmentTaskIndDefinition`). The only difference is whether the underlying question already exists (generic) or you create it in this Act (activity-specific).
33
-
34
- **What you'll create:**
35
- 1. (Activity-specific only) Zero or more new `AssessmentIndicatorDefinition` (AID) records — one per brand-new question
36
- 2. One `AssessmentTaskIndDefinition` (ATID) record per question — generic *and* activity-specific — linking it to the activity with a `DisplayOrder`
37
-
38
- The same generic question can be reused across many activities with different ordering — this is how you build a reusable question library. Activity-specific questions are the escape hatch for one-off needs the template didn't anticipate.
39
-
40
- ---
41
-
42
- ## What this Act does
43
-
44
- This is the **primary, enforceable linking step**. Template-level links from Act 2 (`AsmtTaskDefTemplateIndDef`) describe the template's *generic* question set but do NOT propagate to activities — an activity created from that template starts with **zero** questions until you link them here. This Act:
45
-
46
- 1. **(Activity-specific questions only) Creates new `AssessmentIndicatorDefinition` (AID) records** for questions that apply solely to this activity and were never part of the Act 2 template. The new AID **must** carry the same `InternalOrganizationUnitId` as the activity (see the IOU-match rule below), or it cannot be linked.
47
- 2. **Creates `AssessmentTaskIndDefinition` (ATID) records** — one per question, for **both** the generic (reused-from-template) questions and any activity-specific questions. Think of ATID as the "questions-on-this-activity" junction. Each ATID record:
48
- - **Links one question to one activity** via foreign keys (`AssessmentIndDefinitionId` → question, `AssessmentTaskDefinitionId` → activity).
49
- - **Sets display order** — determines the sequence merchandisers see questions in (1-indexed).
50
- - **Configures the mandatory flag** — whether the question must be answered to complete the visit.
51
- 3. **Enables question reuse** — the same generic question (AID) can appear on multiple activities with different ordering.
52
- 4. **Verifies** the links resolve and appear in the correct order (no gaps, no duplicates).
53
-
54
- ### The IOU-match rule (applies to every link)
55
-
56
- A question can only be linked to an activity when the question's `InternalOrganizationUnitId` **equals** the activity's `InternalOrganizationUnitId`. If they differ, the link is rejected with:
57
-
58
- > *"Select an Assessment Indicator Definition with an Internal Organization Unit that matches the Assessment Task Definition's Internal Organization Unit."*
59
-
60
- - **Generic questions** created in Act 2 already carry the Act 1 IOU, and the Act 3 activity carries that same IOU — so they link cleanly.
61
- - **Activity-specific questions** you create here MUST be created with that same IOU (`INTERNAL_ORG_UNIT_ID`, carried from Act 1/Act 3). Create it without the IOU and the link in Step 3 will fail.
62
-
63
- ---
64
-
65
- ## When to use
66
-
67
- **Invoke this skill when:**
68
- - You've completed Act 2 (questions/Assessment Indicator Definitions) and Act 3 (activity/Assessment Task Definition)
69
- - You need to attach questions to an activity and control the order merchandisers answer them
70
- - The user asks about "add questions to the activity", "link assessment indicators", "put questions on the activity", "set up question display order", or "configure activity questions"
71
-
72
- **Trigger phrases:**
73
- - "Put my questions on this activity, in order"
74
- - "Add the questions to the activity"
75
- - "Link the indicators to the activity"
76
- - "Act 4" or "add questions"
77
-
78
- ---
79
-
80
- ## Prerequisites
81
-
82
- | Act | Artifact | Required For |
83
- |-----|----------|--------------|
84
- | Act 2 | Assessment Indicator Definitions (AIDs) — the generic questions | `AssessmentIndDefinitionId` for each **reused** question |
85
- | Act 3 | Assessment Task Definition (ATD) | `AssessmentTaskDefinitionId` for the activity |
86
- | Act 1/3 | Internal Organization Unit id | Must match on every AID you link (and on any activity-specific AID you create here) |
87
-
88
- **Object permissions** — the running user needs Create on `AssessmentTaskIndDefinition` (always), and Create on `AssessmentIndicatorDefinition` (only if you'll add activity-specific questions here):
89
- ```sql
90
- SELECT Parent.Name, SobjectType, PermissionsRead, PermissionsCreate
91
- FROM ObjectPermissions
92
- WHERE SobjectType IN ('AssessmentTaskIndDefinition', 'AssessmentIndicatorDefinition')
93
- AND PermissionsCreate = true
94
- ```
95
- If `AssessmentTaskIndDefinition` doesn't return with `PermissionsCreate = true`, the user cannot create the links. If you plan to add activity-specific questions, `AssessmentIndicatorDefinition` must also come back `true`.
96
-
97
- **Record IDs to have in hand:**
98
- - `AssessmentIndDefinitionId` for each **generic** question you're reusing (from Act 2)
99
- - `AssessmentTaskDefinitionId` for the activity (from Act 3)
100
- - `InternalOrganizationUnitId` (from Act 1/Act 3) — required to create any activity-specific question so it matches the activity's IOU
101
-
102
- ---
103
-
104
- ## Inputs
105
-
106
- | Variable | Description | Source | Example |
107
- |---|---|---|---|
108
- | `ORG_ALIAS` | Target org alias for `sf` CLI commands | Auth session | `my-re-org` |
109
- | `ACTIVITY_ID` | Assessment Task Definition the questions attach to | Act 3 | `0Z4xx00000000o1CAA` |
110
- | `INTERNAL_ORG_UNIT_ID` | IOU the activity carries — every linked AID must match it | Act 1/3 | `0gJxx0000000001EAA` |
111
- | `INDICATOR_ID_1` | First **generic** question reused from the template (e.g., "Display Up?") | Act 2 | `0euxx00000001SLAAY` |
112
- | `INDICATOR_ID_2` | Second **generic** question reused from the template (e.g., "Facings Count") | Act 2 | `0euxx00000001SLBBY` |
113
- | `NEW_INDICATOR_ID_*` | **Activity-specific** question(s) created in this Act (Step 2), if any | Act 4 | `0euxx00000001SLCCY` |
114
-
115
- ### Key Concepts (reference before executing)
116
-
117
- **Two question types — same junction, different origin.** Everything on the activity is an `AssessmentIndicatorDefinition` (AID) joined via an `AssessmentTaskIndDefinition` (ATID). What differs is where the AID came from:
118
-
119
- | | Generic (reused) | Activity-specific (new) |
120
- |---|---|---|
121
- | **Where the AID is created** | Act 2 (linked to the *template*) | Act 4 — here (Step 2) |
122
- | **Reusable across activities?** | Yes — the template's shared library | No — belongs to this one activity |
123
- | **Arrives on the activity how?** | You link it here (template links do NOT auto-flow) | You create it, then link it here |
124
- | **IOU** | Already has the Act 1 IOU | You must set it to match the activity |
125
- | **Use when** | The question is common to every activity built from this template | The question only makes sense for this specific activity/promotion |
126
-
127
- Both still need an explicit ATID at the activity level — that link, not the template link, is the enforceable contract for what merchandisers actually answer.
128
-
129
- **AssessmentTaskIndDefinition (ATID)** — the junction object linking a question (AID) to an activity (ATD). Critical fields:
130
-
131
- - **AssessmentTaskDefinitionId** — the activity this question appears on (from Act 3). **Required.**
132
- - **AssessmentIndDefinitionId** — the question being added (generic from Act 2, or activity-specific from Step 2). **Required.**
133
- - **DisplayOrder** — sequence position, **1-indexed** (starts at 1, NOT 0). **Required.** The most common mistake is starting at 0, which causes unexpected ordering.
134
- - **IsMandatory** — whether the merchandiser must answer to complete the visit. Defaults to `false`. Use `true` sparingly — only for truly required data, since it blocks visit completion.
135
- - **The link is directional** — ATID references the activity and the question, but the activity and question objects don't know about ATID.
136
- - **Question reuse** — the same `AssessmentIndDefinitionId` can appear on multiple activities with different `DisplayOrder` values (build a question library). Activity-specific questions, by convention, aren't reused elsewhere.
137
- - **IOU must match** — the AID's `InternalOrganizationUnitId` must equal the activity's, or the link is rejected. Generic AIDs already match; activity-specific AIDs must be created with the matching IOU.
138
- - **Deletion cascades** — deleting an AID (question) deletes all ATID records linking it; deleting an ATD (activity) deletes all ATID records on it. The other side survives, minus the link.
139
-
140
- ---
141
-
142
- ## Step-by-step procedure
143
-
144
- ### Step 1: Confirm Carried-Forward IDs (generic questions + activity + IOU)
145
-
146
- This Act consumes IDs that already exist — don't re-query them by name. Carry them forward:
147
-
148
- - `ACTIVITY_ID` — the Assessment Task Definition from **Act 3** (referenced as `AssessmentTaskDefinitionId`).
149
- - `INTERNAL_ORG_UNIT_ID` — the IOU on the activity, from **Act 1/Act 3**. Any question you link must carry this same IOU.
150
- - `INDICATOR_ID_1`, `INDICATOR_ID_2`, … — one captured id per **generic** question from **Act 2** (referenced as `AssessmentIndDefinitionId`). Carry forward as many as you created — these are the template's shared questions you're reusing.
151
-
152
- ```bash
153
- ACTIVITY_ID="0Z4xx00000000o1CAA" # from Act 3
154
- INTERNAL_ORG_UNIT_ID="0gJxx0000000001EAA" # from Act 1/Act 3 — every linked AID must match this
155
- INDICATOR_ID_1="0euxx00000001SLAAY" # from Act 2 ("Display Up?", generic)
156
- INDICATOR_ID_2="0euxx00000001SLBBY" # from Act 2 ("Facings Count", generic)
157
- ```
158
-
159
- Optionally confirm the generic questions still exist and check their `AssessmentContext`:
160
-
161
- ```bash
162
- sf data query \
163
- --query "SELECT Id, Name, AssessmentContext, InternalOrganizationUnitId FROM AssessmentIndicatorDefinition WHERE Id IN ('$INDICATOR_ID_1','$INDICATOR_ID_2')" \
164
- --target-org <org-alias>
165
- ```
166
-
167
- Confirm each row's `InternalOrganizationUnitId` equals `$INTERNAL_ORG_UNIT_ID`. If a generic question has a different IOU than the activity, it can't be linked (see the IOU-match rule) — recreate it under the matching IOU.
168
-
169
- ### Step 2: (Optional) Create Activity-Specific Questions
170
-
171
- **First, ask the user which they want** — don't assume. Pose it explicitly:
172
-
173
- > "Do you want to add any questions that apply **only to this activity**, or just reuse the generic questions from your template? [Reuse only / Add activity-specific too]"
174
-
175
- - If **reuse only** → skip this entire step and go to Step 3 with just the generic `INDICATOR_ID_*` ids from Step 1.
176
- - If **add activity-specific too** → ask **"How many activity-specific questions?"** and for **each** one collect a name, `DataType`, and `AssessmentContext` (exactly as Act 2 gathers question details). There is **no fixed count** — create as many (or as few) as the user asks for. Then run the create call below once per question.
177
-
178
- Do this when the activity needs a question the Act 2 template never defined — one that applies **only** to this activity.
179
-
180
- ```bash
181
- sf data create record --sobject AssessmentIndicatorDefinition \
182
- --values "Name='Promo Endcap Photo' Description='Photo of the promotional endcap for this campaign' DataType=String IsActive=true AssessmentContext=Store InternalOrganizationUnitId=$INTERNAL_ORG_UNIT_ID" \
183
- --target-org <org-alias>
184
- ```
185
-
186
- > **Quote multi-word values.** Any field value containing spaces (`Name`, `Description`) must be wrapped in single quotes inside `--values`, or the CLI splits on the space and drops the field (`REQUIRED_FIELD_MISSING`).
187
-
188
- Capture the returned id — you'll link it in Step 3 alongside the generic ones:
189
-
190
- ```bash
191
- NEW_INDICATOR_ID_1="0euxx00000001SLCCY" # activity-specific, created just now
192
- ```
193
-
194
- - `DataType` is **immutable** after creation — pick it deliberately (`Boolean`, `String`, `Number`, `DateTime`, `Percentage`, `Decimal`, `Picklist`, `Multi-Select Picklist`).
195
- - `AssessmentContext` is `Store`, `InStore`, or `StoreInStore` (there is **no** "Product" value). `Store` = answered once per visit; `StoreInStore` = also per merchandising section.
196
- - Repeat this create once per activity-specific question, capturing `NEW_INDICATOR_ID_2`, `NEW_INDICATOR_ID_3`, ….
197
-
198
- ### Step 3: Link Every Question to the Activity
199
-
200
- Create one `AssessmentTaskIndDefinition` (ATID) per question — **both** the generic ids from Step 1 and any activity-specific ids from Step 2 — assigning each a 1-indexed `DisplayOrder`. Interleave them in whatever order merchandisers should see them; ATID doesn't care whether the underlying AID is generic or activity-specific.
201
-
202
- **Link the first generic question ("Display Up?"):**
203
- ```bash
204
- POST /services/data/v68.0/sobjects/AssessmentTaskIndDefinition
205
- Content-Type: application/json
206
-
207
- {
208
- "IsMandatory": false,
209
- "AssessmentIndDefinitionId": "0euxx00000001SLAAY",
210
- "AssessmentTaskDefinitionId": "0Z4xx00000000o1CAA",
211
- "DisplayOrder": 1
212
- }
213
- ```
214
-
215
- **Response:**
216
- ```json
217
- {
218
- "id": "0dtxx00000001SAAAY",
219
- "success": true,
220
- "errors": []
221
- }
222
- ```
223
-
224
- **Link the second generic question ("Facings Count"):**
225
- ```bash
226
- POST /services/data/v68.0/sobjects/AssessmentTaskIndDefinition
227
- Content-Type: application/json
228
-
229
- {
230
- "IsMandatory": false,
231
- "AssessmentIndDefinitionId": "0euxx00000001SLBBY",
232
- "AssessmentTaskDefinitionId": "0Z4xx00000000o1CAA",
233
- "DisplayOrder": 2
234
- }
235
- ```
236
-
237
- **Link an activity-specific question (from Step 2), if any:**
238
- ```bash
239
- POST /services/data/v68.0/sobjects/AssessmentTaskIndDefinition
240
- Content-Type: application/json
241
-
242
- {
243
- "IsMandatory": false,
244
- "AssessmentIndDefinitionId": "0euxx00000001SLCCY",
245
- "AssessmentTaskDefinitionId": "0Z4xx00000000o1CAA",
246
- "DisplayOrder": 3
247
- }
248
- ```
249
-
250
- **What these do:**
251
- - Each POST adds one question to the activity at the given `DisplayOrder` (1, 2, 3, …).
252
- - Generic and activity-specific links are identical in shape — only the `AssessmentIndDefinitionId` source differs.
253
- - If any POST returns *"Select an Assessment Indicator Definition with an Internal Organization Unit that matches…"*, that AID's IOU ≠ the activity's IOU — fix the AID (recreate it with `$INTERNAL_ORG_UNIT_ID`) before retrying.
254
-
255
- ### Step 4: Verify Links
256
-
257
- Query all questions on the activity by the `ACTIVITY_ID` captured in Act 3 — filter on the `AssessmentTaskDefinitionId` foreign key:
258
-
259
- ```bash
260
- sf data query \
261
- --query "SELECT Id FROM AssessmentTaskIndDefinition WHERE AssessmentTaskDefinitionId = '$ACTIVITY_ID'" \
262
- --target-org <org-alias>
263
- ```
264
-
265
- Expected result — one `Id` row per linked question, generic and activity-specific alike (three in the worked example: two generic + one activity-specific):
266
-
267
- | Id |
268
- |---|
269
- | 0dtxx00000001SA001 |
270
- | 0dtxx00000001SA002 |
271
- | 0dtxx00000001SA003 |
272
-
273
- ### Step 5: Verify with Indicator Details (Optional Deep Check)
274
-
275
- Join query to see question names and contexts. The parent relationship name is **`AssessmentIndDefinition`** (the relationship name on the `AssessmentIndDefinitionId` field — NOT the object name `AssessmentIndicatorDefinition`):
276
-
277
- ```bash
278
- sf data query \
279
- --query "SELECT Id, AssessmentIndDefinition.Name, AssessmentIndDefinition.AssessmentContext, DisplayOrder FROM AssessmentTaskIndDefinition WHERE AssessmentTaskDefinitionId = '$ACTIVITY_ID' ORDER BY DisplayOrder" \
280
- --target-org <org-alias>
281
- ```
282
-
283
- Expected result (`AssessmentContext` returns the stored API value — `Store`, `InStore`, or `StoreInStore`). The generic and activity-specific questions are indistinguishable in this view — both are just linked AIDs:
284
-
285
- | ATID.Id | AID.Name | AID.AssessmentContext | DisplayOrder |
286
- |---|---|---|---|
287
- | 0dtxx00000001SA001 | Display Up? (generic) | Store | 1 |
288
- | 0dtxx00000001SA002 | Facings Count (generic) | StoreInStore | 2 |
289
- | 0dtxx00000001SA003 | Promo Endcap Photo (activity-specific) | Store | 3 |
290
-
291
- ---
292
-
293
- ## Validation
294
-
295
- Confirm every ATID record exists and the questions appear in the correct order (Step 4 / Step 5 queries return these values).
296
-
297
- ### Success Criteria
298
-
299
- - ✓ One `AssessmentTaskIndDefinition` record exists per question you linked — generic (from Act 2) **and** activity-specific (created in Step 2)
300
- - ✓ Every activity-specific AID created in Step 2 carries `InternalOrganizationUnitId = ACTIVITY_ID`'s IOU (otherwise the link would have been rejected)
301
- - ✓ `DisplayOrder` sequence is contiguous starting at 1 (no gaps)
302
- - ✓ `AssessmentTaskDefinitionId` matches your Act 3 activity ID on every row
303
- - ✓ `AssessmentIndDefinitionId` values match your Act 2 (generic) and Step 2 (activity-specific) question IDs
304
- - ✓ `IsMandatory` flags set per your requirements (`false` in this example)
305
- - ✓ Foreign keys resolve — both references point to existing records
306
- - ✓ Verification query returns one row per question in correct order (no duplicates)
307
-
308
- ---
309
-
310
- ## End state
311
-
312
- After completing Act 4:
313
-
314
- - ✅ **(If any) Activity-specific `AssessmentIndicatorDefinition` records created** — new questions unique to this activity, each carrying the activity's IOU.
315
- - ✅ **One `AssessmentTaskIndDefinition` record per question created** — generic questions reused from the Act 2 template and any activity-specific questions, all explicitly linked at the activity level.
316
- - ✅ **Display order set** — e.g., "Display Up?" (order 1), "Facings Count" (order 2), "Promo Endcap Photo" (order 3).
317
- - ✅ **The activity now has its full, enforceable question set attached** and knows the sequence to present them (template links alone would have left it empty).
318
- - ✅ **The ATID Ids (and any new AID Ids) are captured** for later verification (Act 9).
319
-
320
- **At this point:**
321
- - Act 4 is the primary linking step — the activity's questions are now real and enforceable.
322
- - The activity does NOT yet know **which products** to ask about.
323
- - No accounts are scoped and no visits exist yet — those happen in Acts 7–8.
324
-
325
- **You are NOT done with the full setup** — this is Act 4 of 9. Proceed to Act 5 (Standard Activity) — which auto-runs only when Act 1 created a new Visit Spec, and is otherwise skipped straight to Act 6 (Assortments).
326
-
327
- ---
328
-
329
- ## Gotchas and common errors
330
-
331
- ### 1. DisplayOrder Starts at 1
332
- **Not zero-indexed.** First question is `DisplayOrder: 1`, second is `2`, etc. Common mistake: starting at 0 causes unexpected ordering.
333
-
334
- ### 2. IsMandatory Blocks Visit Completion
335
- Setting `IsMandatory: true` means:
336
- - Merchandiser **cannot complete the visit** until the question is answered
337
- - Use sparingly — only for truly required data
338
- - Our example uses `false` for both questions (optional)
339
-
340
- ### 3. The Link is Directional
341
- `AssessmentTaskIndDefinition` references:
342
- - **AssessmentTaskDefinitionId** → the activity (Act 3)
343
- - **AssessmentIndDefinitionId** → the question (generic from Act 2, or activity-specific from Step 2)
344
-
345
- The relationship is one-way: ATID joins them, but the activity and question objects don't know about ATID.
346
-
347
- ### 4. IOU Mismatch Blocks the Link
348
- **Error:** *"Select an Assessment Indicator Definition with an Internal Organization Unit that matches the Assessment Task Definition's Internal Organization Unit."*
349
- **Cause:** the AID's `InternalOrganizationUnitId` ≠ the activity's. Most common with an **activity-specific** question created in Step 2 without the IOU, or a generic AID that was created under a different IOU.
350
- **Fix:** create (or recreate) the AID with `InternalOrganizationUnitId = $INTERNAL_ORG_UNIT_ID` — the same IOU the activity carries — then link it.
351
-
352
- ### Troubleshooting
353
-
354
- **Error: "Required fields are missing"**
355
- Cause: one of the three required fields is missing (`AssessmentTaskDefinitionId`, `AssessmentIndDefinitionId`, `DisplayOrder`).
356
- Fix: ensure all three fields are in your POST body.
357
-
358
- **Error: "Invalid foreign key relationship"**
359
- Cause: one of the IDs doesn't exist — `AssessmentTaskDefinitionId` not found → Act 3 didn't complete; `AssessmentIndDefinitionId` not found → the generic question (Act 2) or activity-specific question (Step 2) wasn't created.
360
- Fix: query to verify the IDs exist:
361
- ```bash
362
- # Verify activity exists
363
- SELECT Id FROM AssessmentTaskDefinition WHERE Id = '0Z4xx00000000o1CAA'
364
-
365
- # Verify question exists
366
- SELECT Id FROM AssessmentIndicatorDefinition WHERE Id = '0euxx00000001SLAAY'
367
- ```
368
-
369
- **Questions Appear in Wrong Order**
370
- Cause: DisplayOrder values are out of sequence (e.g., 1, 3 instead of 1, 2).
371
- Fix: update the DisplayOrder on existing ATID records:
372
- ```bash
373
- PATCH /services/data/v68.0/sobjects/AssessmentTaskIndDefinition/{ATID_Id}
374
- Content-Type: application/json
375
-
376
- {
377
- "DisplayOrder": 2
378
- }
379
- ```
380
-
381
- ---
382
-
383
- ## Notes: best practices & architecture
384
-
385
- **Generic vs activity-specific — decide before you link.** For each question the user wants, ask: *is this common to every activity built from the template (generic — reuse the Act 2 AID) or unique to this one activity (activity-specific — create a new AID in Step 2)?* When in doubt, prefer generic — a reused question keeps the library small and lets a single edit propagate. Reach for activity-specific only when the question genuinely doesn't belong on the shared template.
386
-
387
- **Template links never substitute for activity links.** The `AsmtTaskDefTemplateIndDef` records from Act 2 describe the template's default question set but do NOT populate an activity — verified: a fresh ATD created from a template with template-indicator links has **zero** `AssessmentTaskIndDefinition` records. Act 4 is where questions actually land on the activity, for both types.
388
-
389
- **Create ATID records sequentially** — one POST per question rather than batching. It's easier to debug and to capture each returned Id.
390
-
391
- **Verify after each POST** — run the verification query after each link to catch errors immediately rather than at the end.
392
-
393
- **Where the question links sit in the lifecycle:**
394
-
395
- ```text
396
- Generic questions (AssessmentIndicatorDefinition / AID) ← Act 2: linked to the TEMPLATE (shared library)
397
- Activity-specific questions (AssessmentIndicatorDefinition) ← Act 4 Step 2: new, unique to this activity
398
- Activity (AssessmentTaskDefinition / ATD) ← Act 3: the concrete activity
399
- ↓ (both kinds joined to the activity by ATID — Act 4)
400
- Questions-on-activity (AssessmentTaskIndDefinition / ATID) ← Act 4 (this act): the enforceable question contract
401
- ↓
402
- Standard Activity (Act 5, conditional) → Assortment (Act 6) → Account scoping (Act 7) → Visits (Act 8) → Verification (Act 9)
403
- ```
404
-
405
- Act 4 is the enforceable contract that says "these questions, in this order, appear on this activity" — regardless of whether each question came from the shared template or was created here. Section-level (`StoreInStore`) questions gain their per-section repetition only after Act 6 attaches an assortment.
406
-
407
- **Builder's intent translation** — when a builder says *"Put my template questions on this activity, plus one extra just for this promo"*, Claude interprets:
408
- 1. "my template questions" → link the existing generic AIDs (Act 2) via new `AssessmentTaskIndDefinition` records
409
- 2. "one extra just for this promo" → create a new activity-specific `AssessmentIndicatorDefinition` (Step 2) with the activity's IOU, then link it
410
- 3. "on this activity" → use the `AssessmentTaskDefinitionId` from Act 3 on every link
411
- 4. "in order" → set `DisplayOrder` values starting at 1, interleaving both kinds
412
-
413
- The builder doesn't need to know the junction object is called `AssessmentTaskIndDefinition`, that template links don't auto-flow, that an activity-specific AID must share the activity's IOU, or that display order starts at 1 — Claude handles the API translation and guides through the gotchas.
414
-
415
- ---
416
-
417
- ## Session state to track & handoff
418
-
419
- > **Internal only — never print this to the user.** These variables (including `act4_complete`) are orchestration bookkeeping. Track them silently to drive the gate below; do **not** echo raw variable names, IDs, or the gate flag into the conversation. When the Act finishes, tell the user only a short plain-language confirmation (e.g., "✅ Act 4 done — your extra questions are added").
420
-
421
- Pass these forward to Act 5 (and Act 9 verification):
422
-
423
- - `atid_ids` — the `Id`s of the `AssessmentTaskIndDefinition` records created (e.g., `[0dtxx00000001SA001, 0dtxx00000001SA002, 0dtxx00000001SA003]`), covering both generic and activity-specific links. **Required for Act 9** (verification queries questions through this junction).
424
- - `activity_specific_indicator_ids` — the `Id`s of any new AIDs created in Step 2 (empty if none). Distinguishes them from the reused generic AIDs carried from Act 2.
425
- - `activity_id` — carried from Act 3 (`AssessmentTaskDefinitionId` used on each link).
426
- - `internal_org_unit_id` — carried from Act 1/Act 3; the IOU every linked AID shares.
427
- - `question_contexts` — which questions are `Store` (once per visit) vs `StoreInStore` (also per merchandising section) — drives Act 6 assortment behavior.
428
- - `act4_complete` — boolean; set to `true` after the Validation checks pass.
429
-
430
- **Do NOT proceed to Act 5 (or, when skipped, Act 6) until `act4_complete = true`.**
431
-
432
- ---
433
-
434
- ## Next Act
435
-
436
- Proceed to **Act 5: Standard Activity** (`../act5-standard-activity/SKILL.md`) — this auto-runs only when Act 1 *created* a new Visit Spec (it builds the standard activity with the Facings/Pricing/Distribution KPI questions the offline product survey requires); it is skipped when the spec was reused. Either way the thread then reaches **Act 6: Assortment-Based Configuration** (`../act6-assortment-based/SKILL.md`), which makes the activity assortment-based by linking it to a Product List. Downstream: Act 6 (Assortments), Act 7 (Account Scoping), Act 8 (Plan Visits & Attach), Act 9 (Verification).
437
-
438
- ---
439
-
440
- ## References
441
-
442
- - **Act 2:** [Template and Questions](../act2-template-and-questions/SKILL.md) ← Prerequisite (created the generic questions and linked them to the template)
443
- - **Act 3:** [Activity Definition](../act3-activity-definition/SKILL.md) ← Prerequisite (created the activity container)
444
- - **Act 5:** [Standard Activity](../act5-standard-activity/SKILL.md) ← Next step (auto-runs only if Act 1 created a new Visit Spec)
445
- - **Act 6:** [Assortment-Based Configuration](../act6-assortment-based/SKILL.md)
446
- - **Act 9:** [Verification](../act9-verification/SKILL.md) ← End-to-end test including question answering
447
- - **9-Act Steel Thread README:** [../../README.md](../../README.md) ← Full flow
448
- - **Object Reference:** Salesforce `AssessmentTaskIndDefinition` object documentation (API v68.0, Winter '25+)