@salesforce/afv-skills 1.65.0 → 1.65.1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (349) hide show
  1. package/package.json +1 -1
  2. package/skills/field-service-data-capture-form-deployer-configure/SKILL.md +2 -23
  3. package/skills/field-service-data-capture-form-designer-configure/SKILL.md +3 -13
  4. package/skills/field-service-mobile-branding-configure/SKILL.md +3 -17
  5. package/skills/field-service-objective-designer-configure/SKILL.md +379 -72
  6. package/skills/field-service-prework-brief-deployer-configure/SKILL.md +537 -10
  7. package/skills/field-service-scheduling-policy-designer-query/SKILL.md +1093 -65
  8. package/skills/field-service-sobject-create-configure/SKILL.md +213 -13
  9. package/skills/field-service-voice-to-form-configure/SKILL.md +11 -40
  10. package/skills/field-service-work-rule-designer-configure/SKILL.md +95 -121
  11. package/skills/agentforce-gpt-email-generation-configure/SKILL.md +0 -312
  12. package/skills/agentforce-wizard-ui-forecasting-analytics-components-configure/SKILL.md +0 -64
  13. package/skills/agentforce-wizard-ui-sales-einstein-components-configure/SKILL.md +0 -46
  14. package/skills/automation-company-profile-info-query/SKILL.md +0 -51
  15. package/skills/automation-digital-wallet-configure/SKILL.md +0 -689
  16. package/skills/automation-flow-coordinate/SKILL.md +0 -95
  17. package/skills/automation-flow-coordinate/references/elements/action-call/action-call.md +0 -1569
  18. package/skills/automation-flow-coordinate/references/elements/action-call/conversation-messaging.md +0 -96
  19. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-sms-message.json +0 -23
  20. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-to-journey-no-fields.json +0 -31
  21. package/skills/automation-flow-coordinate/references/elements/action-call/send-to-journey.md +0 -179
  22. package/skills/automation-flow-coordinate/references/elements/exit-rule/examples/event-email-link-click.json +0 -13
  23. package/skills/automation-flow-coordinate/references/elements/exit-rule/exit-rule.md +0 -83
  24. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/examples/forward-to-bot-or-agent.json +0 -69
  25. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/forward-to-bot-or-agent.md +0 -274
  26. package/skills/automation-flow-coordinate/references/elements/start/audience-common.md +0 -192
  27. package/skills/automation-flow-coordinate/references/elements/start/automation-event-triggered.md +0 -130
  28. package/skills/automation-flow-coordinate/references/elements/start/data-cloud-data-change-triggered.md +0 -92
  29. package/skills/automation-flow-coordinate/references/elements/start/form-submission-triggered.md +0 -88
  30. package/skills/automation-flow-coordinate/references/elements/start/segment-triggered.md +0 -152
  31. package/skills/automation-flow-coordinate/references/elements/start/start.md +0 -539
  32. package/skills/automation-flow-coordinate/references/elements/subflow/subflow.md +0 -152
  33. package/skills/automation-flow-coordinate/references/elements/wait/wait.md +0 -497
  34. package/skills/automation-flow-coordinate/references/recipes/author/author.md +0 -868
  35. package/skills/automation-flow-coordinate/references/recipes/summarize/element-generic.md +0 -300
  36. package/skills/automation-flow-coordinate/references/recipes/summarize/reference-resolution.md +0 -292
  37. package/skills/automation-flow-coordinate/references/recipes/summarize/summarize.md +0 -323
  38. package/skills/automation-flow-coordinate/references/recipes/testing/examples/debug-output-template.md +0 -109
  39. package/skills/automation-flow-coordinate/references/recipes/testing/shape.md +0 -219
  40. package/skills/automation-flow-coordinate/references/recipes/testing/shared-stages/intent-analyzer.md +0 -180
  41. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/debug.md +0 -175
  42. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/promote.md +0 -255
  43. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/save-debug.md +0 -212
  44. package/skills/automation-flow-coordinate/references/resources/variable/variable.md +0 -171
  45. package/skills/automation-flow-coordinate/references/shared/anti-patterns.md +0 -786
  46. package/skills/automation-flow-coordinate/references/shared/end/end.md +0 -267
  47. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/README.md +0 -69
  48. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/predictions.jsonl +0 -80
  49. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/prompts.jsonl +0 -116
  50. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/flow-type-resolver.md +0 -321
  51. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/taxonomy.json +0 -320
  52. package/skills/automation-flow-coordinate/references/shared/server-functions.md +0 -597
  53. package/skills/automotive-cloud-appraisal-management-settings-configure/SKILL.md +0 -69
  54. package/skills/automotive-cloud-dealer-essentials-configure/SKILL.md +0 -78
  55. package/skills/automotive-cloud-ground-agent-data-pipelines-configure/SKILL.md +0 -373
  56. package/skills/automotive-cloud-ground-mfg-agent-data-pipelines-configure/SKILL.md +0 -273
  57. package/skills/automotive-cloud-mfg-agent-data-pipelines-configure/SKILL.md +0 -259
  58. package/skills/automotive-cloud-mfg-sales-concierge-agent-create/SKILL.md +0 -369
  59. package/skills/automotive-cloud-mfg-sales-concierge-foundation-configure/SKILL.md +0 -542
  60. package/skills/automotive-cloud-mfg-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  61. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-agent-create/SKILL.md +0 -349
  62. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-configure/SKILL.md +0 -505
  63. package/skills/automotive-cloud-sales-concierge-agent-create/SKILL.md +0 -380
  64. package/skills/automotive-cloud-sales-concierge-foundation-configure/SKILL.md +0 -567
  65. package/skills/automotive-cloud-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  66. package/skills/automotive-cloud-sales-concierge-orchestrator-agent-create/SKILL.md +0 -360
  67. package/skills/automotive-cloud-sales-concierge-orchestrator-configure/SKILL.md +0 -539
  68. package/skills/automotive-cloud-sales-concierge-search-grounding-configure/SKILL.md +0 -358
  69. package/skills/commerce-b2b-merchant-quote-configure/SKILL.md +0 -602
  70. package/skills/commerce-b2b-store-configure/SKILL.md +0 -251
  71. package/skills/commerce-credit-memo-create/SKILL.md +0 -139
  72. package/skills/commerce-delivery-business-hours-configure/SKILL.md +0 -277
  73. package/skills/commerce-delivery-estimation-apply/SKILL.md +0 -155
  74. package/skills/commerce-delivery-estimation-configure/SKILL.md +0 -377
  75. package/skills/commerce-delivery-routing-specs-integrate/SKILL.md +0 -174
  76. package/skills/commerce-estimate-bopis-query/SKILL.md +0 -279
  77. package/skills/commerce-estimate-delivery-date-query/SKILL.md +0 -349
  78. package/skills/commerce-fees-apply/SKILL.md +0 -227
  79. package/skills/commerce-fulfillment-routing-analyze/SKILL.md +0 -200
  80. package/skills/commerce-guest-buyer-create/SKILL.md +0 -173
  81. package/skills/commerce-location-bopis-configure/SKILL.md +0 -378
  82. package/skills/commerce-location-business-hours-configure/SKILL.md +0 -235
  83. package/skills/commerce-location-delivery-processing-time-configure/SKILL.md +0 -309
  84. package/skills/commerce-location-graph-integrate/SKILL.md +0 -131
  85. package/skills/commerce-location-shipping-carrier-method-configure/SKILL.md +0 -755
  86. package/skills/commerce-location-temporary-operating-hours-configure/SKILL.md +0 -331
  87. package/skills/commerce-merchant-buyer-groups-configure/SKILL.md +0 -579
  88. package/skills/commerce-merchant-buyer-user-onboarding-create/SKILL.md +0 -626
  89. package/skills/commerce-merchant-catalog-configure/SKILL.md +0 -614
  90. package/skills/commerce-merchant-extension-provider-configure/SKILL.md +0 -368
  91. package/skills/commerce-merchant-insights-account-health-churn-analyze/SKILL.md +0 -118
  92. package/skills/commerce-merchant-insights-inventory-returns-analyze/SKILL.md +0 -65
  93. package/skills/commerce-merchant-insights-order-shopper-get/SKILL.md +0 -90
  94. package/skills/commerce-merchant-insights-product-performance-analyze/SKILL.md +0 -72
  95. package/skills/commerce-merchant-insights-query/SKILL.md +0 -279
  96. package/skills/commerce-merchant-storefront-guest-access-configure/SKILL.md +0 -656
  97. package/skills/commerce-order-summary-change-apply/SKILL.md +0 -375
  98. package/skills/commerce-product-details-get/SKILL.md +0 -363
  99. package/skills/commerce-product-search/SKILL.md +0 -563
  100. package/skills/commerce-react-storefront-create/SKILL.md +0 -350
  101. package/skills/commerce-return-order-summary-create/SKILL.md +0 -513
  102. package/skills/commerce-search-relevance-analyze/SKILL.md +0 -757
  103. package/skills/commerce-temporary-processing-time-override-create/SKILL.md +0 -274
  104. package/skills/communications-initial-setup-configure/SKILL.md +0 -630
  105. package/skills/communications-multisite-configure/SKILL.md +0 -571
  106. package/skills/communications-revenue-cloud-settings-configure/SKILL.md +0 -74
  107. package/skills/communications-smb-fiber-catalog-create/SKILL.md +0 -413
  108. package/skills/communications-tmf-integrate/SKILL.md +0 -1368
  109. package/skills/consumer-goods-visit-activity-act4-questions-assign/SKILL.md +0 -448
  110. package/skills/consumer-goods-visit-activity-act5-standard-create/SKILL.md +0 -269
  111. package/skills/consumer-goods-visit-activity-act6-assortment-configure/SKILL.md +0 -271
  112. package/skills/consumer-goods-visit-activity-act7-account-scoping-create/SKILL.md +0 -382
  113. package/skills/consumer-goods-visit-activity-act8-plan-attach-create/SKILL.md +0 -373
  114. package/skills/consumer-goods-visit-activity-act9-proof-validate/SKILL.md +0 -389
  115. package/skills/consumer-goods-visit-and-activity-act1-specification-create/SKILL.md +0 -338
  116. package/skills/consumer-goods-visit-and-activity-act2-template-create/SKILL.md +0 -547
  117. package/skills/consumer-goods-visit-and-activity-act3-definition-create/SKILL.md +0 -346
  118. package/skills/consumer-goods-visit-and-activity-configure/SKILL.md +0 -1110
  119. package/skills/crm-analytics-adoption-insights-configure/SKILL.md +0 -224
  120. package/skills/crm-analytics-custom-report-type-lightning-configure/SKILL.md +0 -418
  121. package/skills/crm-analytics-dashboards-configure/SKILL.md +0 -731
  122. package/skills/crm-analytics-operational-analytics-metadata-bridge-migrate/SKILL.md +0 -233
  123. package/skills/crm-analytics-report-notifications-ui-configure/SKILL.md +0 -184
  124. package/skills/crm-analytics-sharing-inheritance-coverage-analyze/SKILL.md +0 -167
  125. package/skills/crm-analytics-sonic-getting-started-configure/SKILL.md +0 -55
  126. package/skills/crm-analytics-tableau-next-app-deploy/SKILL.md +0 -1350
  127. package/skills/crm-analytics-tableau-next-c360-basemodel-validate/SKILL.md +0 -1862
  128. package/skills/crm-analytics-tableau-next-datacloud-validate/SKILL.md +0 -83
  129. package/skills/crm-analytics-tableau-next-provisioning-validate/SKILL.md +0 -81
  130. package/skills/data360-activation-create/SKILL.md +0 -104
  131. package/skills/data360-activation-external-platform-get/SKILL.md +0 -49
  132. package/skills/data360-activation-target-create/SKILL.md +0 -93
  133. package/skills/data360-activation-v2-create/SKILL.md +0 -456
  134. package/skills/data360-audience-dmo-get/SKILL.md +0 -38
  135. package/skills/data360-calculated-affinity-create/SKILL.md +0 -82
  136. package/skills/data360-calculated-insight-create/SKILL.md +0 -148
  137. package/skills/data360-catalog-metadata-create/SKILL.md +0 -183
  138. package/skills/data360-code-extension-create/SKILL.md +0 -115
  139. package/skills/data360-communication-capping-create/SKILL.md +0 -227
  140. package/skills/data360-connection-create/SKILL.md +0 -491
  141. package/skills/data360-content-lens-create/SKILL.md +0 -181
  142. package/skills/data360-data-action-create/SKILL.md +0 -126
  143. package/skills/data360-data-action-target-create/SKILL.md +0 -181
  144. package/skills/data360-data-clean-room-create/SKILL.md +0 -238
  145. package/skills/data360-data-governance-create/SKILL.md +0 -746
  146. package/skills/data360-data-graph-create/SKILL.md +0 -82
  147. package/skills/data360-data-harmonized-model-object-reference-create/SKILL.md +0 -38
  148. package/skills/data360-data-lake-object-create/SKILL.md +0 -207
  149. package/skills/data360-data-model-object-catalog-get/SKILL.md +0 -49
  150. package/skills/data360-data-model-object-create/SKILL.md +0 -128
  151. package/skills/data360-data-model-object-mapping-create/SKILL.md +0 -106
  152. package/skills/data360-data-space-create/SKILL.md +0 -161
  153. package/skills/data360-data-streams-create/SKILL.md +0 -324
  154. package/skills/data360-engagement-signal-get/SKILL.md +0 -38
  155. package/skills/data360-experiment-create/SKILL.md +0 -82
  156. package/skills/data360-goal-based-campaign-create/SKILL.md +0 -192
  157. package/skills/data360-harmonization-process-history-get/SKILL.md +0 -38
  158. package/skills/data360-harmonized-unstructured-dmo-create/SKILL.md +0 -84
  159. package/skills/data360-identity-resolution-create/SKILL.md +0 -115
  160. package/skills/data360-intelligent-document-processing-create/SKILL.md +0 -148
  161. package/skills/data360-knowledge-graph-construction-create/SKILL.md +0 -93
  162. package/skills/data360-knowledge-graph-create/SKILL.md +0 -216
  163. package/skills/data360-knowledge-space-mcp-configure/SKILL.md +0 -475
  164. package/skills/data360-machine-learning-mcp-configure/SKILL.md +0 -697
  165. package/skills/data360-multi-org-mcp-configure/SKILL.md +0 -117
  166. package/skills/data360-secondary-index-mcp-configure/SKILL.md +0 -126
  167. package/skills/data360-segment-mcp-configure/SKILL.md +0 -159
  168. package/skills/data360-semantic-calculated-dimension-mcp-configure/SKILL.md +0 -93
  169. package/skills/data360-semantic-calculated-measurement-mcp-configure/SKILL.md +0 -93
  170. package/skills/data360-semantic-data-object-mcp-configure/SKILL.md +0 -93
  171. package/skills/data360-semantic-dimension-mcp-configure/SKILL.md +0 -38
  172. package/skills/data360-semantic-engine-mcp-configure/SKILL.md +0 -62
  173. package/skills/data360-semantic-measurement-mcp-configure/SKILL.md +0 -38
  174. package/skills/data360-semantic-metric-mcp-configure/SKILL.md +0 -93
  175. package/skills/data360-semantic-model-mcp-configure/SKILL.md +0 -115
  176. package/skills/data360-standard-mapping-mcp-configure/SKILL.md +0 -38
  177. package/skills/data360-tenant-lifecycle-mcp-configure/SKILL.md +0 -73
  178. package/skills/experience-afv-query/SKILL.md +0 -234
  179. package/skills/experience-agentforce-vibes-in-react-configure/SKILL.md +0 -63
  180. package/skills/experience-apex-components-configure/SKILL.md +0 -69
  181. package/skills/experience-apex-pages-configure/SKILL.md +0 -107
  182. package/skills/experience-app-home-configure/SKILL.md +0 -76
  183. package/skills/experience-aura-lightning-out-access-configure/SKILL.md +0 -58
  184. package/skills/experience-briefcase-configure/SKILL.md +0 -287
  185. package/skills/experience-community-flexi-page-list-create/SKILL.md +0 -74
  186. package/skills/experience-community-template-definition-list-query/SKILL.md +0 -48
  187. package/skills/experience-community-theme-definition-list-query/SKILL.md +0 -38
  188. package/skills/experience-content-assets-configure/SKILL.md +0 -86
  189. package/skills/experience-custom-domain-create/SKILL.md +0 -727
  190. package/skills/experience-defer-rendering-workspace-page-setup-configure/SKILL.md +0 -41
  191. package/skills/experience-field-service-app-builder-configure/SKILL.md +0 -187
  192. package/skills/experience-flow-category-configure/SKILL.md +0 -117
  193. package/skills/experience-formula-configure/SKILL.md +0 -358
  194. package/skills/experience-global-actions-configure/SKILL.md +0 -69
  195. package/skills/experience-global-publisher-layouts-configure/SKILL.md +0 -79
  196. package/skills/experience-instrumentation-configure/SKILL.md +0 -64
  197. package/skills/experience-lex-engagement-configure/SKILL.md +0 -50
  198. package/skills/experience-lightning-bolt-open/SKILL.md +0 -12
  199. package/skills/experience-lightning-out-configure/SKILL.md +0 -129
  200. package/skills/experience-lightning-preview-configure/SKILL.md +0 -67
  201. package/skills/experience-lightning-types-query/SKILL.md +0 -98
  202. package/skills/experience-malware-scan-configure/SKILL.md +0 -71
  203. package/skills/experience-my-salesforce-configure/SKILL.md +0 -126
  204. package/skills/experience-navigation-menus-configure/SKILL.md +0 -235
  205. package/skills/experience-notification-types-configure/SKILL.md +0 -206
  206. package/skills/experience-notifications-configure/SKILL.md +0 -75
  207. package/skills/experience-record-discovery-query/SKILL.md +0 -227
  208. package/skills/experience-regenerate-previews-open/SKILL.md +0 -94
  209. package/skills/experience-sales-cloud-mab-configure/SKILL.md +0 -254
  210. package/skills/experience-schema-builder-open/SKILL.md +0 -38
  211. package/skills/experience-simple-record-home-configure/SKILL.md +0 -110
  212. package/skills/experience-static-resources-configure/SKILL.md +0 -74
  213. package/skills/field-service-setup-coordinate/SKILL.md +0 -62
  214. package/skills/field-service-work-plan-configure/SKILL.md +0 -253
  215. package/skills/fsc-actionable-segmentation-settings-configure/SKILL.md +0 -180
  216. package/skills/fsc-digital-origination-bre-decision-matrix-foundation-create/SKILL.md +0 -196
  217. package/skills/fsc-digital-origination-bre-disclosures-consent-configure/SKILL.md +0 -106
  218. package/skills/fsc-digital-origination-bre-document-upload-configure/SKILL.md +0 -96
  219. package/skills/fsc-digital-origination-bre-permissions-assign/SKILL.md +0 -111
  220. package/skills/fsc-digital-origination-bre-setup-coordinate/SKILL.md +0 -250
  221. package/skills/fsc-digital-origination-bre-stp-eligibility-configure/SKILL.md +0 -122
  222. package/skills/fsc-digital-origination-coordinate/SKILL.md +0 -653
  223. package/skills/fsc-digital-origination-demo-run/SKILL.md +0 -225
  224. package/skills/fsc-digital-origination-execution-guardrails-validate/SKILL.md +0 -112
  225. package/skills/fsc-digital-origination-initial-setup-configure/SKILL.md +0 -396
  226. package/skills/fsc-digital-origination-pricing-setup-coordinate/SKILL.md +0 -336
  227. package/skills/fsc-digital-origination-pricing-setup-data-foundation-create/SKILL.md +0 -208
  228. package/skills/fsc-digital-origination-pricing-setup-procedure-create/SKILL.md +0 -375
  229. package/skills/fsc-digital-origination-product-setup-act1-permissions-assign/SKILL.md +0 -83
  230. package/skills/fsc-digital-origination-product-setup-coordinate/SKILL.md +0 -248
  231. package/skills/fsc-digital-origination-sample-data-create/SKILL.md +0 -206
  232. package/skills/fsc-document-checklist-settings-configure/SKILL.md +0 -57
  233. package/skills/fsc-flexible-hierarchy-configure/SKILL.md +0 -148
  234. package/skills/fsc-flexible-hierarchy-foundation-configure/SKILL.md +0 -1430
  235. package/skills/fsc-flexible-hierarchy-graph-config-create/SKILL.md +0 -471
  236. package/skills/fsc-flexible-hierarchy-rule-based-graph-deploy/SKILL.md +0 -429
  237. package/skills/fsc-pricing-product-configurator-configure/SKILL.md +0 -150
  238. package/skills/fsc-pricing-salesforce-omnistudio-switch/SKILL.md +0 -123
  239. package/skills/fsc-product-act2-catalog-categories-create/SKILL.md +0 -82
  240. package/skills/fsc-product-act3-attributes-create/SKILL.md +0 -249
  241. package/skills/fsc-product-act4-classification-assignment-create/SKILL.md +0 -196
  242. package/skills/fsc-product-act5-considerations-get/SKILL.md +0 -44
  243. package/skills/fsc-stage-management-apex-flow-deploy/SKILL.md +0 -384
  244. package/skills/fsc-stage-management-compliant-data-sharing-configure/SKILL.md +0 -144
  245. package/skills/fsc-stage-management-decision-matrices-create/SKILL.md +0 -107
  246. package/skills/fsc-stage-management-definition-assignments-create/SKILL.md +0 -189
  247. package/skills/fsc-stage-management-definition-create/SKILL.md +0 -108
  248. package/skills/fsc-stage-management-permissions-assign/SKILL.md +0 -143
  249. package/skills/fsc-stage-management-transitions-configure/SKILL.md +0 -139
  250. package/skills/health-cloud-appt-booking-config-configure/SKILL.md +0 -135
  251. package/skills/health-cloud-appt-booking-url-config-configure/SKILL.md +0 -134
  252. package/skills/health-cloud-care-provider-affl-role-config-configure/SKILL.md +0 -136
  253. package/skills/health-cloud-care-provider-search-config-configure/SKILL.md +0 -134
  254. package/skills/health-cloud-care-requests-create/SKILL.md +0 -178
  255. package/skills/health-cloud-initial-configure/SKILL.md +0 -511
  256. package/skills/health-cloud-patient-appointment-scheduling-configure/SKILL.md +0 -1374
  257. package/skills/health-cloud-provider-search-settings-configure/SKILL.md +0 -924
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@@ -1,418 +0,0 @@
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- ---
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- name: crm-analytics-custom-report-type-lightning-configure
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- description: "Use this skill when users want to manage Custom Report Types (CRT) on the Lightning Setup page. Trigger when users mention custom, report, type, lightning, custom report type lightning."
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- metadata:
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- version: "1.0"
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- accessCheck: "(AnalyticsReporting.userCanManageCustomReportTypesLEX) || (AnalyticsReporting.userCanViewCustomReportTypesLEX)"
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- ---
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-
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- # Managing Custom Report Type Lightning
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-
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- ## When to Use This Skill
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-
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- Manage Custom Report Types (CRT) on the Lightning Setup page. Discovery: list reportable primary objects, walk to child objects via join, list reportable fields per object. Create/update flow: validate apiName+label uniqueness, save the CRT envelope (developerName, masterLabel, category, joined objects with joinType + foreignKeyField), then save the layout (sections + selected columns). Lookups: apiName↔crtId. Read flow: describe the CRT (objects, joins, layoutSections), load the layout, list recent reports built on it. Delete flow: check managed-package state first, then delete. Feature gates: EinsteinGPT-CRT generation availability, managed-package install state. Read steps for objects, CRT details, and layout substitute to /analytics/connect/report-types/* Connect APIs (same team, same AnalyticsDirectRest backend); create/update/delete and managed-package guards remain on the Aura controller because the Connect surface lacks SUPPRESS_DEFAULT_LAYOUT, full-envelope updates, and the managed-deletion guard.
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-
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- ## Workflow
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-
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- Discovery: get-primary-object-list → optionally get-child-object-list(parentApiName) → get-fields-for-object(objectNameOrId, crtObjectId). Create: validate-unique-crt(API_NAME, MASTER_LABEL) → save-new-crt(crtMetadata, SUPPRESS_DEFAULT_LAYOUT) → save-layout(reportType, layoutMetadata) → verify-save-new-crt. Update: get-crt-details(reportType) → update-crt(crtMetadata, reportType) → verify-update-crt. Delete: check-managed-deletion(reportType) → delete-crt(reportType). Lookups: get-crt-id-from-api-name / get-crt-api-name-from-id. Feature/state gates (call before mutation): is-egpt-crt-generation-enabled, is-crt-manage-state-installed. Recent usage: load-recent-reports-using-report-type(reportType, isCurrentUser, pageSize, offset). UX pref: disable-onboarding-modal.
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-
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- ## Critical Constraints
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-
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- **Preconditions:**
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-
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- - User must have AnalyticsReporting ManageCustomReportTypesLEX access (check: `Manage Custom Report Types`)
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- - User must have AnalyticsReporting ViewCustomReportTypesLEX access (check: `View Custom Report Types permission`)
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-
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- **Destructive operations — require explicit user confirmation:**
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-
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- - **`delete-crt`** — Delete a CRT by 15/18-char id. AURA-IS-CANONICAL — no public
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- alternative exists. analytics-platform-connect-api ships no
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- deleteReportType operation. MetadataCrud on /headless/metadata
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- returns UNSUPPORTED_OPERATION on DELETE for CustomReportType.
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- - Rollback: No automatic rollback.
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-
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- ## Verification Checklist
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-
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- After every write operation, confirm the effect by re-reading state:
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-
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- - After `save-new-crt`: call `verify-save-new-crt` (`GET /analytics/connect/report-types/{reportType}`)
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- - After `update-crt`: call `verify-update-crt` (`GET /analytics/connect/report-types/{reportType}`)
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- - After `save-layout`: call `verify-save-layout` (`GET /analytics/connect/report-types/{reportType}`)
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-
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- ## Operations Reference
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-
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- Operations grouped by purpose. Use these as the building blocks for the workflows above.
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-
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- ### Summary
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-
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- | Operation | Purpose | Status | Call | Depends on |
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- |-----------|---------|--------|------|------------|
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- | `disable-onboarding-modal` | write | implemented | `PATCH /headless/invoke/platform/custom-report-type-lightning/disable-onboarding-modal` | — |
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- | `get-child-object-list` | read | implemented | `GET /analytics/connect/report-types/objects/{parentApiName}/child-relationships` | `get-primary-object-list` |
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- | `get-fields-for-object` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/get-fields-for-object` | — |
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- | `get-primary-object-list` | read | implemented | `GET /analytics/connect/report-types/objects` | — |
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- | `get-crt-details` | read | implemented | `GET /analytics/connect/report-types/{reportType}` | — |
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- | `save-new-crt` | write | implemented | `PATCH /headless/invoke/platform/custom-report-type-lightning/save-new-crt` | `get-primary-object-list`, `get-crt-categories`, `validate-unique-crt` |
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- | `get-crt-id-from-api-name` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/get-crt-id-from-api-name` | — |
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- | `get-crt-api-name-from-id` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/get-crt-api-name-from-id` | — |
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- | `update-crt` | write | implemented | `PATCH /headless/invoke/platform/custom-report-type-lightning/update-crt` | `get-crt-details` |
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- | `validate-unique-crt` | write | implemented | `PATCH /headless/invoke/platform/custom-report-type-lightning/validate-unique-crt` | — |
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- | `delete-crt` | delete | implemented | `DELETE /headless/invoke/platform/custom-report-type-lightning/delete-crt` | `check-managed-deletion` |
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- | `get-crt-categories` | read | implemented | `GET /analytics/connect/report-types/categories` | — |
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- | `get-default-list-view` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/get-default-list-view` | — |
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- | `save-layout` | write | implemented | `POST /analytics/connect/report-types/{reportType}/layout` | `save-new-crt`, `load-crt-layout` |
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- | `load-crt-layout` | read | implemented | `GET /analytics/connect/report-types/{reportType}/layout` | — |
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- | `load-recent-reports-using-report-type` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/load-recent-reports-using-report-type` | — |
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- | `is-egpt-crt-generation-enabled` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/is-egptcrtgeneration-enabled` | — |
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- | `is-crt-manage-state-installed` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/is-crtmanage-state-installed` | — |
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- | `check-managed-deletion` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/check-managed-deletion` | — |
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- | `verify-save-new-crt` | verify | implemented | `GET /analytics/connect/report-types/{reportType}` | `save-new-crt` |
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- | `verify-update-crt` | verify | implemented | `GET /analytics/connect/report-types/{reportType}` | `update-crt` |
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- | `verify-save-layout` | verify | implemented | `GET /analytics/connect/report-types/{reportType}` | `save-layout` |
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- | `get-crt-object-details` | read | implemented | `GET /analytics/connect/report-types/objects/{objectApiName}` | `get-primary-object-list` |
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-
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- ### Dependency graph
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-
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- ```mermaid
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- graph TD
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- disable_onboarding_modal["disable-onboarding-modal (write)"]
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- get_child_object_list["get-child-object-list (read)"]
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- get_fields_for_object["get-fields-for-object (read)"]
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- get_primary_object_list["get-primary-object-list (read)"]
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- get_crt_details["get-crt-details (read)"]
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- save_new_crt["save-new-crt (write)"]
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- get_crt_id_from_api_name["get-crt-id-from-api-name (read)"]
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- get_crt_api_name_from_id["get-crt-api-name-from-id (read)"]
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- update_crt["update-crt (write)"]
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- validate_unique_crt["validate-unique-crt (write)"]
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- delete_crt["delete-crt (delete)"]
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- get_crt_categories["get-crt-categories (read)"]
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- get_default_list_view["get-default-list-view (read)"]
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- save_layout["save-layout (write)"]
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- load_crt_layout["load-crt-layout (read)"]
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- load_recent_reports_using_report_type["load-recent-reports-using-report-type (read)"]
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- is_egpt_crt_generation_enabled["is-egpt-crt-generation-enabled (read)"]
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- is_crt_manage_state_installed["is-crt-manage-state-installed (read)"]
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- check_managed_deletion["check-managed-deletion (read)"]
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- verify_save_new_crt["verify-save-new-crt (verify)"]
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- verify_update_crt["verify-update-crt (verify)"]
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- verify_save_layout["verify-save-layout (verify)"]
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- get_crt_object_details["get-crt-object-details (read)"]
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- get_primary_object_list --> get_child_object_list
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- get_primary_object_list --> save_new_crt
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- get_crt_categories --> save_new_crt
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- validate_unique_crt --> save_new_crt
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- get_crt_details --> update_crt
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- check_managed_deletion --> delete_crt
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- save_new_crt --> save_layout
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- load_crt_layout --> save_layout
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- save_new_crt --> verify_save_new_crt
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- update_crt --> verify_update_crt
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- save_layout --> verify_save_layout
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- get_primary_object_list --> get_crt_object_details
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- ```
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-
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- ### Read operations
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-
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- #### `get-child-object-list`
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-
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- List CRT-joinable child objects for a parent object. Returns the
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- CRT-eligible subset via Connect getCRTChildObjects. Each entry
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- carries crtObjectName, entityApiName, foreignKeyField,
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- relationshipLabel, and relationshipName. Substituted from Aura
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- controller to Connect API — same backend, public surface.
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-
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- **Call:** `GET /analytics/connect/report-types/objects/{parentApiName}/child-relationships` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `parentApiName` *(`String`)*
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-
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- **Depends on:** `get-primary-object-list`
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-
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- **Output:** CRTChildObjectsOutputRepresentation: { childObjects: array<{
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- crtObjectName, entityApiName, foreignKeyField, relationshipLabel,
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- relationshipName }> }. Each entry is a CRT-eligible join target
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- the agent can use in save-new-crt's crtMetadata.objects[] array.
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-
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- #### `get-fields-for-object`
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-
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- List reportable fields for objectNameOrId scoped to an existing CRT object identified by crtObjectId (suppresses fields already pulled in via the join). Use this in the layout-design flow, not pre-create. No public alternative — sObject describe returns every field with no CRT-context filtering.
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-
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/get-fields-for-object` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `objectNameOrId` *(`String`)*
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- - `crtObjectId` *(`String`)*
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-
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- #### `get-primary-object-list`
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-
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- List reportable primary objects available as the root of a Custom Report Type. Returns each reportable object's apiName + label. Substituted to Connect /analytics/connect/report-types/objects (same team, same AnalyticsDirectRestUtil backend).
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-
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- **Call:** `GET /analytics/connect/report-types/objects` — status: `implemented`
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-
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- **Output:** ReportableObjectsOutputRepresentation: { objects: array<{ apiName, label, joinType-eligibility }> }. Each entry is a candidate primary object the agent can pass into save-new-crt as the CRT root.
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-
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- #### `get-crt-details`
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-
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- Describe one CRT by apiName. Returns ReportTypeCRTDetailOutputRepresentation: apiName, crtId, label, category, isDeployed, objects[], layoutSections[], audit fields. Substituted to Connect describeReportType.
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-
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- **Call:** `GET /analytics/connect/report-types/{reportType}` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `reportType` *(`String`)*
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-
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- **Output:** ReportTypeDescribeOutputRepresentation: { reportTypeMetadata.apiCustomReportTypeDetail: { apiName, crtId, label, category, isDeployed, objects[].{crtObjectName, joinType, foreignKeyField, label}, layoutSections[].{sectionLabel, sectionId, columns[]}, createdBy, modifiedBy, lastUsedDate }, reportMetadata.reportType.{type, label} }.
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-
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- #### `get-crt-id-from-api-name`
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-
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- Look up the CRT record id given its apiName (developerName). Pure utility; returns String. No public Connect/Tooling/Metadata alternative scoped to CRT — Tooling SOQL on CustomReportType works but adds friction without canonical-surface gain.
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-
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/get-crt-id-from-api-name` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `apiName` *(`String`)*
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-
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- #### `get-crt-api-name-from-id`
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-
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- Look up the CRT apiName (developerName) given its record id. Inverse of get-crt-id-from-api-name. Returns String. AURA-IS-CANONICAL — pure utility lookup.
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-
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/get-crt-api-name-from-id` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `crtId` *(`String`)*
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-
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- #### `get-crt-categories`
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-
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- Return the system-defined CRT category enum used to bucket report
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- types in the picker. Returns all categories with apiName + label via
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- Connect getCRTCategories. Substituted from Aura controller — same
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- backend, public surface.
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-
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- **Call:** `GET /analytics/connect/report-types/categories` — status: `implemented`
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-
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- **Output:** CRTCategoriesOutputRepresentation: { categories: array<{ apiName,
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- label }> }. Each entry is a valid value for save-new-crt's
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- crtMetadata.category field.
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-
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- #### `get-default-list-view`
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-
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- Return the list-view id used by default on the CRT Setup landing page. Returns String. AURA-IS-CANONICAL — Setup-page-specific default LV; no public endpoint replicates the scoping.
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-
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/get-default-list-view` — status: `implemented`
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-
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- #### `load-crt-layout`
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-
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- Load the persisted layout for the CRT identified by reportType. Uses
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- the dedicated getReportTypeLayout endpoint which returns sections[]
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- directly (no nested walk needed). Each section has sectionLabel,
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- sectionId, and columns[] with full column metadata.
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-
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- **Call:** `GET /analytics/connect/report-types/{reportType}/layout` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `reportType` *(`String`)*
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-
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- **Output:** ReportTypeLayoutOutputRepresentation: { sections: array<{
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- sectionLabel, sectionId, columns: array<{ columnApiName,
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- columnLabel, columnNameOrId, crtColumnId, crtObjectId,
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- crtObjectName, defaultSelected, displayAsLabel, isAddedViaLookup,
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- isLookup, lookupObjectLabel?, lookupObjectNameOrId?,
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- sourceObjectLabel, type }> }> }.
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-
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- #### `load-recent-reports-using-report-type`
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-
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- List recent reports built on the CRT identified by reportType. isCurrentUser=true scopes to the caller's recents; pageSize+offset paginate. Returns reports with name, id, last-run-by-user. AURA-IS-CANONICAL — generic Reports REST list lacks the recent-by-current-user scoping.
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/load-recent-reports-using-report-type` — status: `implemented`
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- **Inputs:**
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- - `reportType` *(`String`)*
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- - `isCurrentUser` *(`boolean`)*
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- - `pageSize` *(`int`)*
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- - `offset` *(`int`)*
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- #### `is-egpt-crt-generation-enabled`
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- Check whether EinsteinGPT-based Custom Report Type generation is enabled for this org. Returns boolean. Call this gate before offering AI-assisted CRT creation in the agent UI. AURA-IS-CANONICAL — per-org feature gate with no public endpoint.
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/is-egptcrtgeneration-enabled` — status: `implemented`
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- #### `is-crt-manage-state-installed`
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- Check whether the CRT identified by reportType belongs to a managed package and is in installed managed state. Returns boolean. Call before update-crt or delete-crt to surface package-mediated edit blocks. AURA-IS-CANONICAL — multi-table managed-package join with no single public endpoint.
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/is-crtmanage-state-installed` — status: `implemented`
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- **Inputs:**
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- - `reportType` *(`String`)*
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- #### `check-managed-deletion`
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- Inspect blocking metadata before deleting the CRT identified by reportType. Returns Map with subscriber-package usage + dependent-reports info; non-empty fields indicate the delete is blocked. AURA-IS-CANONICAL — domain control.
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/check-managed-deletion` — status: `implemented`
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- **Inputs:**
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- - `reportType` *(`String`)*
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- #### `get-crt-object-details`
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- Retrieve reportable fields for a specific primary object before or
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- after CRT creation. Returns all CRT-eligible fields with
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- columnApiName, columnLabel, type, isLookup, and lookup metadata.
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- Use in the discovery flow after get-primary-object-list to inspect
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- a chosen object's field surface before committing to save-new-crt.
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- **Call:** `GET /analytics/connect/report-types/objects/{objectApiName}` — status: `implemented`
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- **Inputs:**
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- - `objectApiName` *(`String`)* — API name of the primary object (from get-primary-object-list).
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- - **Source:** output of `get-primary-object-list`
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- **Depends on:** `get-primary-object-list`
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- **Output:** CRTReportableObjectsOutputRepresentation: { crtObjectName,
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- entityApiName, isDataCloudObject, fields: array<{ columnApiName,
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- columnLabel, columnNameOrId, isLookup, lookupObjectLabel?,
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- lookupObjectNameOrId?, type }> }.
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- ### Write operations
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- #### `disable-onboarding-modal`
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- Toggle off the per-user CRT onboarding modal so it stops appearing on subsequent visits to the CRT Setup page. No public Connect/Tooling/Metadata/sObject alternative; the preference is owned by this controller.
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- **Call:** `PATCH /headless/invoke/platform/custom-report-type-lightning/disable-onboarding-modal` — status: `implemented`
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- #### `save-new-crt`
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- Create a new Custom Report Type with primary + joined objects and
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- layout in one call. AURA-IS-CANONICAL — no public Connect / Metadata
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- / Tooling alternative covers this capability without a fidelity
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- loss. Connect createReportType lacks the SUPPRESS_DEFAULT_LAYOUT
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- control the UI relies on; MetadataCrud on /headless/metadata returns
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- UNSUPPORTED_OPERATION for CustomReportType.
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- **Call:** `PATCH /headless/invoke/platform/custom-report-type-lightning/save-new-crt` — status: `implemented`
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- **Inputs:**
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- - `crtMetadata` *(`String`)* — Value for the crt metadata field.
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- - `SUPPRESS_DEFAULT_LAYOUT` *(`boolean`)* — Toggle the suppres defaul layout preference on or off.
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- **Depends on:** `get-primary-object-list`, `get-crt-categories`, `validate-unique-crt`
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- #### `update-crt`
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- Update an existing CRT — structural changes to objects, joins, or
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- top-level metadata. AURA-IS-CANONICAL — no public alternative
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- covers structural update. Connect updateReportType is scoped to
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- top-level metadata only (label, category, isDeployed) and cannot
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- mutate objects[] or joins[]. MetadataCrud returns
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- UNSUPPORTED_OPERATION for CustomReportType.
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- **Call:** `PATCH /headless/invoke/platform/custom-report-type-lightning/update-crt` — status: `implemented`
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- **Inputs:**
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- - `crtMetadata` *(`String`)* — Value for the crt metadata field.
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- - `reportType` *(`String`)* — Value for the report type field.
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- **Depends on:** `get-crt-details`
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- #### `validate-unique-crt`
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- Check whether a proposed developer name / label collides with an
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- existing CRT. AURA-IS-CANONICAL — no public alternative. Not a
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- metadata operation and not present in Connect. Call before
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- save-new-crt to give the admin a fast pre-flight error.
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- **Call:** `PATCH /headless/invoke/platform/custom-report-type-lightning/validate-unique-crt` — status: `implemented`
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- **Inputs:**
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- - `API_NAME` *(`String`)* — Value for the ap name field.
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- - `MASTER_LABEL` *(`String`)* — Value for the maste label field.
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- #### `save-layout`
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- Persist CRT layout (sections + chosen columns) for the CRT identified by reportType. Substituted to Connect saveReportTypeLayout — body is the typed ReportTypeLayoutInputRepresentation.
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- **Call:** `POST /analytics/connect/report-types/{reportType}/layout` — status: `implemented`
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- **Inputs:**
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355
- - `reportType` *(`String`)* — Value for the report type field.
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- - `layoutMetadata` *(`String`)* — Value for the layout metadata field.
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- **Depends on:** `save-new-crt`, `load-crt-layout`
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- ### Verify operations
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- #### `verify-save-new-crt`
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- Read back the newly-created CRT via describeReportType to confirm save-new-crt persisted: response carries the apiName, label, category, objects[], layoutSections[] just written.
365
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- **Call:** `GET /analytics/connect/report-types/{reportType}` — status: `implemented`
367
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368
- **Inputs:**
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370
- - `reportType` *(`String`)* — apiName of the newly-created CRT (from save-new-crt's developerName).
371
- - **Source:** output of `save-new-crt`
372
-
373
- **Depends on:** `save-new-crt`
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375
- #### `verify-update-crt`
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- Read back the updated CRT via describeReportType to confirm update-crt persisted: compare returned objects[] / category / label against the crtMetadata payload.
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379
- **Call:** `GET /analytics/connect/report-types/{reportType}` — status: `implemented`
380
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381
- **Inputs:**
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383
- - `reportType` *(`String`)* — apiName of the updated CRT.
384
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385
- **Depends on:** `update-crt`
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387
- #### `verify-save-layout`
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389
- Read back the CRT layout via describeReportType.reportTypeMetadata.apiCustomReportTypeDetail.layoutSections[] to confirm save-layout persisted; compare against the layoutSections submitted.
390
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391
- **Call:** `GET /analytics/connect/report-types/{reportType}` — status: `implemented`
392
-
393
- **Inputs:**
394
-
395
- - `reportType` *(`String`)* — apiName of the CRT whose layout was just saved.
396
-
397
- **Depends on:** `save-layout`
398
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399
- ### Destructive operations
400
-
401
- #### `delete-crt`
402
-
403
- Delete a CRT by 15/18-char id. AURA-IS-CANONICAL — no public
404
- alternative exists. analytics-platform-connect-api ships no
405
- deleteReportType operation. MetadataCrud on /headless/metadata
406
- returns UNSUPPORTED_OPERATION on DELETE for CustomReportType.
407
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408
- **Call:** `DELETE /headless/invoke/platform/custom-report-type-lightning/delete-crt` — status: `implemented`
409
-
410
- **Inputs:**
411
-
412
- - `reportType` *(`String`)*
413
-
414
- **Depends on:** `check-managed-deletion`
415
-
416
- ## Notes
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-
418
- - **wire_probe_findings:** {'run_date': '2026-08-26', 'org_alias': 'myskillurl', 'connect_surface_verified': [{'path': 'GET /analytics/connect/report-types/objects', 'status': 200}, {'path': 'GET /analytics/connect/report-types/objects/{objectApiName}', 'status': 200}, {'path': 'GET /analytics/connect/report-types/objects/{objectApiName}/child-relationships', 'status': 200}, {'path': 'GET /analytics/connect/report-types/categories', 'status': 200}, {'path': 'GET /analytics/connect/report-types/{reportType}', 'status': 200}, {'path': 'GET /analytics/connect/report-types/{reportType}/layout', 'status': 200}], 'metadata_surface_elimination': {'routing_status': 'routed', 'routing_notes': '/headless/metadata IS mounted on myskillurl. Requests for a\nsupported metadata type (PermissionSet) return normal\nnot-found responses; requests for CustomReportType return\nsemantic UNSUPPORTED_OPERATION errors from the MetadataCrud\nlayer. Routing is green; the entity is not in the exposed set.', 'probes': [{'verb': 'GET', 'query': 'type=CustomReportType&fullName=screen_flows_prebuilt_crt__c', 'result': '400 UNSUPPORTED_OPERATION "MetadataCrud does not support READ on type: CustomReportType"'}, {'verb': 'DELETE', 'query': 'type=CustomReportType&fullName=probeonly__c', 'result': '400 UNSUPPORTED_OPERATION "MetadataCrud does not support DELETE on type: CustomReportType"'}, {'verb': 'POST', 'body': '{type:CustomReportType,fullName:...,label:...,category:other,baseObject:Account,deployed:false}', 'result': '400 INVALID_INPUT "Request body is required" (endpoint-wide write-body issue; same 400 for PermissionSet; unrelated to type)'}], 'swat_precedence_disposition': 'Tier 1 (Metadata CRUD) ELIMINATED — entity not in exposed set.\nTier 2 (Metadata API) ELIMINATED — same routing surface.\nTier 3 (Connect API) PARTIAL — reads/verify covered; no delete/validate;\n writes lack SUPPRESS_DEFAULT_LAYOUT + structural update.\nTier 4 (Tooling/sObject) ELIMINATED — CustomReportType not a Tooling sObject.\nTier 5 (Aura) canonical for save-new-crt, update-crt, delete-crt,\n validate-unique-crt + UI helper steps.'}, 'aura_canonical_confirmed': [{'step': 'save-new-crt', 'reason': 'Connect createReportType lacks SUPPRESS_DEFAULT_LAYOUT; Metadata UNSUPPORTED_OPERATION'}, {'step': 'update-crt', 'reason': 'Connect updateReportType edits only top-level metadata (label, category, isDeployed), not objects or joins; Metadata UNSUPPORTED_OPERATION'}, {'step': 'delete-crt', 'reason': 'No Connect deleteReportType endpoint; Metadata DELETE UNSUPPORTED_OPERATION'}, {'step': 'validate-unique-crt', 'reason': 'No Connect validation endpoint; not a metadata operation'}], 'factory_gaps_observed': [{'kind': 'missing_connect_api', 'symptom': 'analytics-platform-connect-api ships no deleteReportType operation'}, {'kind': 'missing_connect_api', 'symptom': 'analytics-platform-connect-api ships no validateUniqueCrt operation'}, {'kind': 'missing_connect_api', 'symptom': 'Connect updateReportType is top-level metadata only; cannot mutate objects[] or joins[]'}, {'kind': 'missing_connect_api', 'symptom': 'Connect createReportType lacks a SUPPRESS_DEFAULT_LAYOUT control'}]}