@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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  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
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  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
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  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
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  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
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  342. package/skills/industries-integrated-care-management-configure/SKILL.md +0 -168
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@@ -1,689 +0,0 @@
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- ---
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- name: automation-digital-wallet-configure
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- description: "Use this skill when users want to digitalWallet Setup is a 2-tab page; each tab has a separate access guard and audience, and the two do NOT compose — pick a workflow by intent. Trigger when users mention digital, wallet, digital wallet."
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- metadata:
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- version: "1.0"
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- accessCheck: "(DigitalWallet.userCanAccessDigitalWalletCustomTaggingTabSetup) || (DigitalWallet.userCanAccessDigitalWalletUnmanagedOrgsSetup)"
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- ---
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-
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- # Managing Digital Wallet
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-
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- ## When to Use This Skill
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-
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- DigitalWallet Setup is a 2-tab page; each tab has a separate access guard and audience, and the two do NOT compose — pick a workflow by intent.
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-
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- Install Digital Wallet tab (SDO / unmanaged orgs): installs the Digital Wallet metadata bundle. Production customer orgs do NOT use this tab; only SDO / dev / paid-prod orgs that missed install do. Its install methods are rejected (internal-only) — not callable steps here.
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-
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- Consumption Tagging tab (production — the agent-driveable surface): installs the optional Consumption Tagging app.
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- - An automatic "Check Required Permissions" preflight gates the tab; you cannot continue if it fails. It requires BOTH the "Data Cloud Architect" perm set (GenieAdmin) AND the Manage App Templates permission.
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- - Prereq: the TenantEnrichedUsageEvent (TEUE) Data Lake Object must be mapped to a dataspace. get-teue-dataspaces VERIFIES this — non-empty means eligible; empty means map TEUE_dll to a dataspace first before readiness can pass.
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- - Only one app installs (maxAppCount=1); install is NOT idempotent — re-running on an already-installed org fails.
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-
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- Cross-workflow: the two tabs have different guards and a user can have one without the other — a 200 on get-teue-dataspaces does NOT mean the Install-tab surface is callable, or vice versa. The Tag Data Sharing preference toggle is NOT agent-callable (rejected for Headless 360 — mandatory user consent); direct users to the Setup page to flip it. See agent_guidance for the ordered workflow and mechanics.
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-
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- ## Workflow
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-
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- The 4 steps in this SOR back two DIFFERENT workflows on two DIFFERENT
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- tabs of the Setup page. Pick the right workflow based on intent — they
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- do NOT compose as a single chain.
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-
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- Workflow A — Consumption Tagging tab (production agent flow):
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- Full chain (all in this SOR):
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- check-consumption-tagging-prereqs
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- -> get-teue-dataspaces
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- -> (if TEUE not mapped) add-teue-to-dataspace
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- -> get-consumption-tagging-template
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- -> get-consumption-tagging-template-variables
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- -> run-consumption-tagging-readiness
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- -> get-installed-consumption-tagging-apps (pre-flight)
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- -> install-consumption-tagging-app
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- -> get-installed-consumption-tagging-apps (verify)
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- The install/poll steps for Workflow B DO NOT belong to this
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- workflow — do NOT call them when driving Consumption Tagging.
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-
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- ### Phase 1: check-consumption-tagging-prereqs — confirm Data Cloud Architect
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-
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- check-consumption-tagging-prereqs — confirm Data Cloud Architect
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- perm set (PermissionSet.Name = GenieAdmin) is assigned. Empty
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- result -> fail-fast: tell user to assign perm set in
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- Setup > Permission Sets.
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-
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- ### Phase 2: get-teue-dataspaces — list dataspaces with the TEUE DLO...
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-
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- get-teue-dataspaces — list dataspaces with the TEUE DLO already
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- mapped. Empty result OR target dataspace not in the list ->
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- continue to step 3 to add the mapping. Non-empty result ->
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- continue to step 4 (but treat as necessary-not-sufficient — the
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- readiness chain is the authoritative gate).
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-
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- ### Phase 3: add-teue-to-dataspace — call
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-
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- add-teue-to-dataspace — call
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- `PATCH /headless/invoke/platform/cdp-data-spaces/save-data-space-members`
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- with body
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- `{dataSpaceMemberUiConfig:{dataSpaceId:"<id>",members:[{objectDeveloperName:"TenantEnrichedUsageEvent__dll",objectType:"DLO",filterExpression:null}]}}`
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- to upsert the binding (UPSERT — idempotent on re-call). Note
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- `dataSpaceId` is the DataSpaceDefinition record id (NOT the
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- developer name); resolve via
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- `GET /services/data/v67.0/app-framework/data-spaces` first.
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- Verify by re-calling get-teue-dataspaces. Owned by CDP Core
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- Actions team. See step description for verified-live body shape
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- + alternative endpoints.
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-
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- ### Phase 4: get-consumption-tagging-template — fetch the canonical template
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-
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- get-consumption-tagging-template — fetch the canonical template
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- (sfdc_internal__DigitalWalletConsumptionTagging). Returns
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- readinessUrl, autoSetupUrl, maxAppCount=1. Cheap; do this for
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- agent grounding even if the template id is hardcoded.
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-
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- ### Phase 5: get-consumption-tagging-template-variables — discover the
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-
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- get-consumption-tagging-template-variables — discover the
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- body shape for readiness + install. Returns the dloDataspace
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- variable schema (DataSpaceType wrapper around dataSpaceName).
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- Skip if the agent already knows the canonical body shape.
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-
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- ### Phase 6: run-consumption-tagging-readiness — AUTHORITATIVE gate. POST
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-
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- run-consumption-tagging-readiness — AUTHORITATIVE gate. POST
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- body `{templateValues:{dloDataspace:{dataSpaceName:"<n>"}}}`.
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- Read tasks[].readinessStatus — any "Failed" task means do NOT
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- proceed to install; the message tells the user what to fix.
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- A 403 here means the user lacks
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- Manage App Templates permission (the
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- server-side access check the LWC consumes via @salesforce/accessCheck).
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-
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- ### Phase 7: get-installed-consumption-tagging-apps (pre-flight) — call
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-
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- get-installed-consumption-tagging-apps (pre-flight) — call
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- with templateSourceId=sfdc_internal__DigitalWalletConsumptionTagging.
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- If apps[] non-empty, app is already installed (maxAppCount=1
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- means no second install possible) — stop here, the workflow is
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- complete.
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-
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- ### Phase 8: install-consumption-tagging-app — POST /app-framework/apps with
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-
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- install-consumption-tagging-app — POST /app-framework/apps with
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- the same dloDataspace + templateSourceId. Body must include
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- label + name (developer name) + templateSourceId + templateValues.
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- NOT idempotent — re-running on already-installed orgs fails.
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-
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- ### Phase 9: get-installed-consumption-tagging-apps (verify) — re-call after
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-
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- get-installed-consumption-tagging-apps (verify) — re-call after
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- install to confirm the new app appears in apps[]. Use
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- appHubUrl from install response to surface to the user as the
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- link to the live Consumption Insights dashboard.
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-
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- Workflow B — Install Digital Wallet tab (SDO / unmanaged orgs only):
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- Steps: get-install-status -> initiate-digital-wallet-install-unmanaged ->
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- get-install-status (poll loop).
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- Production customer orgs do NOT use this workflow — Digital Wallet
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- auto-installs during Data Cloud provisioning. Only SDO / dev /
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- paid-prod orgs that missed install drive this.
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-
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- ### Phase 10: get-install-status — read first. If statusValue=NOT_RUNNING AND
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-
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- get-install-status — read first. If statusValue=NOT_RUNNING AND
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- isDigitalWalletEnabled=true, install is already done; stop.
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- If statusValue=NOT_RUNNING AND isDigitalWalletEnabled=false,
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- proceed to initiate. Other statuses
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- (PENDING/IN_PROGRESS/FAILED) — see step description for handling.
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-
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- ### Phase 11: initiate-digital-wallet-install-unmanaged — fire-and-forget
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-
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- initiate-digital-wallet-install-unmanaged — fire-and-forget
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- async kickoff. 200/204 just means queued, not done.
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-
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- ### Phase 12: get-install-status — re-poll until NOT_RUNNING +
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-
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- get-install-status — re-poll until NOT_RUNNING +
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- isDigitalWalletEnabled=true (success) or FAILED (escalate).
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- The NOT_RUNNING-as-success enum gotcha REQUIRES reading both
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- fields together (see step descriptions).
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- 403 ACCESS_DENIED on either step -> user lacks the
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- `Digital Wallet setup access` access
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- check (NOT install failure). Production orgs without this guard
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- should never see this tab; the agent should not retry.
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-
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- Workflow C — Tag Data Sharing toggle (NOT agent-callable):
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- The org preference TagDataSharingEnabled (toggle-tag-data-sharing-pref)
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- is REJECTED for Headless 360 MCP. Flipping it requires MANDATORY user
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- disclosure and explicit consent on every transition — a UI-side gate
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- not enforced at runtime, which fails the Headless 360 onboarding
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- attestation (agents cannot be trusted to consistently present a
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- required consent notice).
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-
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- If a user asks to change tag-data-sharing, do NOT attempt the flip;
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- direct them to the Digital Wallet Setup page
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- (/lightning/setup/DigitalWallet/home) → Consumption Tagging tab,
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- where the human admin flips the preference against the required
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- disclosure. See step's /reason + /replacement for the full policy
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- citation.
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-
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- Cross-workflow: get-teue-dataspaces is gated by a different access
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- check (CustomTaggingTabSetup) than the Install-tab steps
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- (UnmanagedOrgsSetup). A user can have one without the other — never
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- assume a 200 on get-teue-dataspaces means the install steps are
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- callable, or vice versa. The tag-data-sharing pref is NOT agent-
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- callable at all (see Workflow C) — the CustomTaggingTabSetup gate
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- grants the Setup-page UI, not an API surface for the toggle.
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-
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- Access-guard method mapping (relocated from agent_description; execution detail):
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- Two distinct DigitalWallet access checks back the controller methods —
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- - userCanAccessDigitalWalletCustomTaggingTabSetup gates get-teue-dataspaces
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- (the Consumption Tagging tab's eligibility surface); maps to the
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- canAccessConsumptionTaggingTabSetup tab-visibility flag.
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- - userCanAccessDigitalWalletUnmanagedOrgsSetup gates the Install-tab methods
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- (initiate-digital-wallet-install-unmanaged and get-install-status; the GET poll
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- carries the NOT_RUNNING-as-success enum gotcha — read statusValue and
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- isDigitalWalletEnabled together); maps to the canAccessUnmanagedOrgs flag.
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- A user can hold one guard without the other, so never infer one tab's callability
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- from the other's 200.
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- Consumption Tagging install detail (controllers/endpoints/template id) already
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- documented in Workflow A steps above: the Digital Wallet setup service.getTEUEDataspaces,
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- CDP Data Space operations.saveDataSpaceMembers, and the public app-framework-connect-api
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- template/readiness/apps endpoints anchored on template id
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- sfdc_internal__DigitalWalletConsumptionTagging (templateType=app, maxAppCount=1). The
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- Manage App Templates access check is server-side (LWC consumes @salesforce/accessCheck);
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- no callable endpoint — a 403 on readiness/apps is how the agent observes it.
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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 DigitalWallet AccessDigitalWalletCustomTaggingTabSetup access (check: `Digital Wallet tagging setup access`)
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- - User must have DigitalWallet AccessDigitalWalletUnmanagedOrgsSetup access (check: `Digital Wallet setup access`)
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- - Org must NOT be a FREE edition. Digital Wallet does not install in FREE orgs.
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- Local dev requires license-editor giving Enterprise + GenieDataPlatformStarter.
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- - Data Cloud license (GenieDataPlatformStarter or higher) must be provisioned.
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- Without it, install completes-but-empty: TEUE DLOs (TenantBillingUsageEvent__dll,
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- TenantEnrichedUsageEvent__dll, etc.) won't populate.
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- - Org perm `DigitalWalletEnabled` must be true. Provisioned by license-editor / TA
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- pipeline; not settable through this SOR. Setup-page button + this SOR's initiate
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- step force-install when set; otherwise local dev orgs skip install by Data Cloud
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- resource policy.
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- - Data Cloud (PRG) provisioning must complete BEFORE install for DLOs to materialize.
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- Sequence: enable license -> wait for TA -> run Data Cloud Setup provisioning -> run
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- this SOR's install kickoff.
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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 `get-teue-dataspaces`, `check-consumption-tagging-prereqs`: call `run-consumption-tagging-readiness` (`POST /services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/readiness`)
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- - After (write): call `get-installed-consumption-tagging-apps` (`GET /services/data/v67.0/app-framework/apps`)
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- - After (write): call `check-consumption-tagging-prereqs` (`GET /services/data/v67.0/query`)
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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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- | `get-teue-dataspaces` | read | implemented | `GET /headless/invoke/platform/digital-wallet` | — |
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- | `get-consumption-tagging-template` | read | implemented | `GET /services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging` | — |
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- | `get-consumption-tagging-template-variables` | read | implemented | `GET /services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/variables` | — |
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- | `run-consumption-tagging-readiness` | verify | implemented | `POST /services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/readiness` | `get-teue-dataspaces`, `check-consumption-tagging-prereqs` |
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- | `install-consumption-tagging-app` | write | implemented | `POST /services/data/v67.0/app-framework/apps` | `run-consumption-tagging-readiness` |
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- | `get-installed-consumption-tagging-apps` | verify | implemented | `GET /services/data/v67.0/app-framework/apps` | — |
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- | `add-teue-to-dataspace` | write | implemented | `PATCH /headless/invoke/platform/cdp-data-spaces/save-data-space-members` | — |
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- | `check-consumption-tagging-prereqs` | verify | implemented | `GET /services/data/v67.0/query` | — |
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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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- get_teue_dataspaces["get-teue-dataspaces (read)"]
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- get_consumption_tagging_template["get-consumption-tagging-template (read)"]
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- get_consumption_tagging_template_variables["get-consumption-tagging-template-variables (read)"]
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- run_consumption_tagging_readiness["run-consumption-tagging-readiness (verify)"]
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- install_consumption_tagging_app["install-consumption-tagging-app (write)"]
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- get_installed_consumption_tagging_apps["get-installed-consumption-tagging-apps (verify)"]
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- add_teue_to_dataspace["add-teue-to-dataspace (write)"]
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- check_consumption_tagging_prereqs["check-consumption-tagging-prereqs (verify)"]
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- get_teue_dataspaces --> run_consumption_tagging_readiness
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- check_consumption_tagging_prereqs --> run_consumption_tagging_readiness
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- run_consumption_tagging_readiness --> install_consumption_tagging_app
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- ```
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-
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- ### Read operations
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-
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- #### `get-teue-dataspaces`
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-
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- Verify-DLO-mapped step for the Consumption Tagging tab. Returns the
258
- list of CDP dataspace names that are mapped to the TenantEnrichedUsageEvent
259
- Data Lake Object (TEUE_dll). Production semantics: this step is the eligibility gate for the
260
- Consumption Tagging install workflow. A non-empty array means the user
261
- has mapped TEUE to at least one dataspace in Data Cloud setup and can
262
- continue to the Install Consumption Tagging App action. An empty array
263
- means the user must first add TEUE_dll to a dataspace via Data Cloud's
264
- dataspace-binding UI; this SOR does not perform that binding. Wire shape: array<string> of dataspace names (e.g., ["default"]). Confirmed via live probe on project-branch-orgfarm 2026-06-09
265
- (returned ["default"]). NOT array<object> as some earlier framings
266
- assumed — the controller signature is List<String> and the wire form
267
- matches. Access gate: Digital Wallet tagging setup access
268
- (different from the Install-tab steps' UnmanagedOrgsSetup gate; an org
269
- user can have one without the other). For listing ALL dataspaces (not just TEUE-mapped), use the public
270
- GET /services/data/v67.0/app-framework/data-spaces Connect API instead
271
- — that returns the full DataSpace object (id, label, status, description)
272
- for every dataspace the user can see. This step is intentionally
273
- narrower; it filters to the TEUE DLO mapping which IS the production
274
- Consumption-Tagging eligibility signal. Once this step returns a non-empty array, the agent can drive the rest
275
- of the Consumption Tagging install workflow via the public
276
- app-framework-connect-api family (see /notes.related_workflows for the
277
- canonical template id + endpoint chain). IMPORTANT — weak-gate caveat: a non-empty return does NOT guarantee the
278
- TEUE DLO is fully queryable. This step calls
279
- DigitalWalletCdpDataService.getAllDataSpacesMappedForDLO, which returns
280
- the dataspace name when a mapping record exists; it does not verify the
281
- underlying TenantEnrichedUsageEvent__dll table is materialized in the
282
- Data Cloud tenant. The authoritative gate is the
283
- POST /app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/readiness
284
- chain, which evaluates `TenantEnrichedUsageEventDLOCheck` against the
285
- Data Cloud tenant (verified live 2026-06-09: a "default" dataspace with
286
- no actual TEUE_dll table returns this step as 200 ["default"], but the
287
- readiness chain returns FailedStatus with task "The TenantEnrichedUsageEvent
288
- DLO isn't in the selected data space or can't be loaded"). Treat
289
- get-teue-dataspaces as a NECESSARY-not-sufficient eligibility hint; drive the readiness chain for the authoritative verdict.
290
-
291
- **Call:** `GET /headless/invoke/platform/digital-wallet` — status: `implemented`
292
-
293
- **Output:** `array<string>` — dataspace names (e.g., `["default"]`) mapped to the
294
- `TenantEnrichedUsageEvent__dll` DLO. Empty array means no CDP dataspaces have the
295
- DLO mapping; valid response, not an error.
296
-
297
- **Notes:** error_contracts: 403 ACCESS_DENIED -> user lacks
298
- Digital Wallet tagging setup access. Wrong-verb (POST/PUT/PATCH/DELETE)
299
- -> 404 NOT_FOUND (dispatcher route resolves on method+path; missing pair = 404, not 405).; peer_apis: For the unfiltered list (all dataspaces in the org, not just TEUE-mapped): use
300
- `GET /services/data/v67.0/app-framework/data-spaces` (returns full DataSpace objects
301
- with id/label/status/etc.).
302
-
303
- #### `get-consumption-tagging-template`
304
-
305
- Fetch the canonical Consumption Tagging template definition. Returns
306
- the AppFramework template record with readinessUrl, autoSetupUrl,
307
- configurationUrl, variablesUrl, chainDefinitions, maxAppCount=1,
308
- templateStatus=published. Use the returned URLs to drive the
309
- subsequent readiness + install steps.
310
-
311
- Verified live 2026-06-10: 200 OK on project-branch-orgfarm. Template
312
- id `sfdc_internal__DigitalWalletConsumptionTagging` is the
313
- published canonical template across all orgs.
314
-
315
- Access guard: standard app-framework template read access
316
- (read App Templates permission or equivalent;
317
- the LWC consumes this via @wire(getTemplateConfig)).
318
-
319
- **Call:** `GET /services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging` — status: `implemented`
320
-
321
- **Output:** Full AppFrameworkTemplate object: {id, name, label, description,
322
- templateType, assetVersion, maxAppCount, variableDefinition,
323
- layoutDefinition, rules, releaseInfo, icons, chainDefinitions[],
324
- tags, url, configurationUrl, readinessUrl, autoSetupUrl,
325
- variablesUrl, layoutUrl, rulesUrl, assetsUrl, chainsUrl,
326
- templateStatus}. Use readinessUrl + maxAppCount in subsequent
327
- install logic.
328
-
329
- **Notes:** cross_team: Endpoint owner: TUA-Intel-App Dev Platform (app-framework-connect-api).; verify_via: Returns 200 with full template body; templateStatus should be
330
- "published". maxAppCount is 1 — only one Consumption Tagging
331
- app per org.
332
-
333
- #### `get-consumption-tagging-template-variables`
334
-
335
- Discover the variable schema for readiness + install body. Returns
336
- the dloDataspace variable definition (variableType=DataSpaceType,
337
- properties.dataSpaceName=StringType, required=[dataSpaceName],
338
- strictValidation=true).
339
-
340
- Use this to construct the templateValues body for run-readiness
341
- and install-app: the dloDataspace must be an OBJECT with
342
- dataSpaceName property, NOT a bare string. Verified live
343
- 2026-06-10 — passing a bare string returns 400 BAD_REQUEST
344
- "not of expected type [Object]".
345
-
346
- Access guard: same as get-consumption-tagging-template.
347
-
348
- **Call:** `GET /services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/variables` — status: `implemented`
349
-
350
- **Output:** `{variables: {<varname>: {label, description, required, variableType:
351
- {type, required[], properties: {<prop>: {type, enums[]}},
352
- strictValidation}}}}`. For Consumption Tagging the only variable
353
- is `dloDataspace` (DataSpaceType wrapping `dataSpaceName: StringType`).
354
-
355
- **Notes:** verify_via: Use the returned shape to construct templateValues for the
356
- readiness POST. The schema's strictValidation=true means
357
- unrecognized fields cause a 400.
358
-
359
- ### Write operations
360
-
361
- #### `install-consumption-tagging-app`
362
-
363
- Install the Consumption Tagging app from the canonical template.
364
- Creates the app + provisions metadata/objects + Tableau Next
365
- workspace assets needed by the Consumption Insights dashboard.
366
-
367
- Body shape (per the `POST /app-framework/apps` OAS):
368
- {
369
- "label": "<user-facing app name>",
370
- "name": "<api name (developer name) for the new app>",
371
- "description": "<optional description>",
372
- "assetIcon": "<optional 1.png-20.png>",
373
- "templateSourceId": "sfdc_internal__DigitalWalletConsumptionTagging",
374
- "templateValues": {
375
- "dloDataspace": {"dataSpaceName": "<dataspace-name>"}
376
- }
377
- }
378
-
379
- `templateSourceId` references the Consumption Tagging template;
380
- `templateValues` carries the same dloDataspace binding used by the
381
- readiness check.
382
-
383
- NOT verified live during this review (would create a real app on
384
- the test org). Body shape is derived from the public OAS schema
385
- (AppCreateInputRepresentation) + the verified readiness body
386
- shape. Agents should be ready to handle the full install flow's
387
- runtime status (the response carries `runtimeRequestId` for
388
- polling if the chain is async).
389
-
390
- Pre-flight: only call after run-consumption-tagging-readiness
391
- returns Complete (no Failed tasks). Post-flight: call
392
- get-installed-consumption-tagging-apps to verify creation.
393
-
394
- maxAppCount=1 from the template — re-running on an org that
395
- already has a Consumption Tagging app will fail with "max app
396
- count exceeded" or similar; use get-installed-consumption-tagging-apps
397
- to detect already-installed.
398
-
399
- Access guard: implicitly verifies
400
- Manage App Templates permission. 403
401
- ACCESS_DENIED here means the user lacks that access check
402
- (same gate as readiness — the same 403 from readiness predicts
403
- 403 here).
404
-
405
- **Call:** `POST /services/data/v67.0/app-framework/apps` — status: `implemented`
406
-
407
- **Inputs:**
408
-
409
- - `label` *(`string`)* — User-facing name for the new Consumption Tagging app instance.
410
- - `name` *(`string`)* — API name (developer name) for the new app. Must be unique within
411
- the org. Convention: derive from label by stripping spaces +
412
- adding org-specific suffix, or match the template's
413
- `consumption_tagging_<dataspace>` pattern.
414
- - `templateSourceId` *(`string`)* — Template id to provision from. For Consumption Tagging, must be
415
- `sfdc_internal__DigitalWalletConsumptionTagging`.
416
- - `templateValues` *(`object`)* — Template variable bindings. For Consumption Tagging, must include
417
- `dloDataspace: {dataSpaceName: "<name>"}` — same shape used by
418
- the readiness check.
419
- - `description` *(`string`)* — Optional description for the new app instance.
420
- - `assetIcon` *(`string`)* — Optional icon enum 1.png-20.png; default chosen by template if omitted.
421
-
422
- **Depends on:** `run-consumption-tagging-readiness`
423
-
424
- **Output:** `{app: AppRepresentation, appHubUrl: string, failureMessage: string,
425
- runtimeRequestId: string, state: object}`. On success, `app.id` is the
426
- new app's record id; `appHubUrl` is the Tableau Next URL for the
427
- installed app. `runtimeRequestId` is for polling async chains.
428
- Failure populates `failureMessage`.
429
-
430
- **Notes:** cross_team: Endpoint owner: TUA-Intel-App Dev Platform (app-framework-connect-api).; idempotency: NOT idempotent on success — re-calling after a successful install
431
- with maxAppCount=1 will fail. Always pre-check via
432
- get-installed-consumption-tagging-apps.; alt_path: `POST /app-framework/templates/{id}/autosetup` runs the templated
433
- autosetup chain instead of an explicit /apps create. Useful when
434
- the template defines a complete auto-setup flow (which Consumption
435
- Tagging's chainDefinitions does — chainDefinitions[type=create]
436
- + type=update for upgrade-app + calc-field-update). Either path
437
- is acceptable; /apps is more direct.
438
-
439
- #### `add-teue-to-dataspace`
440
-
441
- Add the TenantEnrichedUsageEvent (TEUE) Data Lake Object to a dataspace
442
- so the Consumption Tagging install readiness chain (TEUE DLO check)
443
- can find it. This is the step that closes the gap between
444
- get-teue-dataspaces returning a dataspace name (necessary) and the
445
- readiness-chain TenantEnrichedUsageEventDLOCheck passing (sufficient
446
- — see weak-gate caveat on get-teue-dataspaces).
447
-
448
- Cross-team prereq: this Setup page does not author this binding;
449
- the user does it elsewhere in Data Cloud setup. Verified
450
- 2026-06-10 against project-branch-orgfarm: the agent-driveable
451
- surface is the headless route
452
- `PATCH /headless/invoke/platform/cdp-data-spaces/save-data-space-members`,
453
- which dispatches to.saveDataSpaceMembers.
454
- UPSERT semantics — re-running with already-mapped members is a
455
- no-op. Owned by the CDP Core Actions team.
456
-
457
- Body shape (verified live, 200 OK on the test org):
458
- {
459
- "dataSpaceMemberUiConfig": {
460
- "dataSpaceId": "<DataSpaceDefinition Id, e.g. 0vhxx0000000001AAA>",
461
- "members": [
462
- {
463
- "objectDeveloperName": "TenantEnrichedUsageEvent__dll",
464
- "objectType": "DLO",
465
- "filterExpression": null
466
- }
467
- ]
468
- }
469
- }
470
-
471
- `dataSpaceId` is the DataSpaceDefinition record id (NOT the
472
- developer name). To resolve dataspace name -> id, call the
473
- DataSpace list (e.g., `GET /services/data/v67.0/app-framework/data-spaces`
474
- returns id + name pairs) before this step.
475
-
476
- Per-member required fields (per the data-space validator):
477
- - `objectDeveloperName`: DLO developer name like
478
- `TenantEnrichedUsageEvent__dll`. The `__dll` suffix is required.
479
- - `objectType`: literal string `"DLO"` (NOT "DataLakeObject" —
480
- the controller checks for "DLO" specifically).
481
- - `filterExpression`: optional row-level filter; pass `null`
482
- for the no-filter case (TEUE for Consumption Tagging).
483
-
484
- Returns 200 with empty body on success (Java void return type).
485
- Re-running with the same DLO/dataspace pair is idempotent — no error,
486
- no double-add.
487
-
488
- Access guard: feature-gated on Data Cloud setup access. 403 means the
489
- user lacks the perm; the dispatcher's silent no-op kicks in when
490
- `dataSpaceService.isDataSpaceEnabled()` returns false.
491
-
492
- Headless alternatives (cross-team, also agent-driveable):
493
- - PATCH /headless/data/cdp/data-lake-object/add-dlos-to-dataspace
494
- (the data lake object operation.addDlosToDataspace; same payload —
495
- delegates to the same saveDataSpaceMembers method. On test org
496
- this returned generic "Invalid request" 400 even with the
497
- verified shape; route mounting may differ on some orgs.)
498
- - PATCH /headless/analytics/unified-analytics/tableau-app/add-dloto-data-spaces
499
- (Tab Next; ADDITIVE — preserves existing memberships; body
500
- shape verified `{dloName, dataSpaceNames: array}`. Different
501
- access guard — unified-analytics-tableau-app perm.)
502
- - PUT /services/data/v67.0/ssot/data-spaces/{idOrName}/members
503
- (CDP Connect API — public; documented body shape
504
- `{members: [{memberName}]}` but live-probe returned a parser
505
- error suggesting spec-vs-impl drift on the test org).
506
- See /notes.related_workflows.add_teue_to_dataspace_prereq for
507
- additional context.
508
-
509
- **Call:** `PATCH /headless/invoke/platform/cdp-data-spaces/save-data-space-members` — status: `implemented`
510
-
511
- **Inputs:**
512
-
513
- - `dataSpaceMemberUiConfig` *(`object`)* — Wrapper object with `dataSpaceId` (DataSpaceDefinition record id,
514
- NOT developer name — resolve via GET /app-framework/data-spaces
515
- first) plus `members` array.
516
-
517
- **Output:** `200` with empty body on success (Java void return type). Re-running
518
- with the same DLO/dataspace pair is idempotent — the underlying
519
- DataSpaceMemberService.create no-ops on duplicate (verified live
520
- 2026-06-10: TEUE_dll already in "default" dataspace, returned 200
521
- with empty body, get-teue-dataspaces and
522
- get-data-lake-object-instances both confirmed unchanged state).
523
-
524
- **Notes:** verify_via: Re-call `get-teue-dataspaces` (this SOR's step) — should now return
525
- the target dataspace name. For full eligibility, run
526
- `POST /app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/readiness`
527
- with `{templateValues: {dloDataspace: {dataSpaceName: "<target>"}}}`
528
- — the TEUE DLO check should change from FailedStatus to a Complete
529
- readiness when the binding is right.; access_guard: Wrapper checks `dataSpaceService.isDataSpaceEnabled()` and silently
530
- no-ops when false. Underlying DataSpaceController is gated on
531
- CDP perms (Data Cloud app access / Data Cloud setup access
532
- depending on action).; cross_team: Endpoint owner: CDP Core Actions (the headless route) +
533
- CDP Core Onboarding (the underlying ui-cdp-components controller).
534
- Encoded here as a peer step rather than a sibling SOR because it's
535
- the gate that the Consumption Tagging install workflow has on TEUE
536
- DLO membership; out-of-scope for the DigitalWallet team's controllers,
537
- but in-scope for the agent driving Consumption Tagging install.; live_probe_2026_06_10: Verified 200 OK on project-branch-orgfarm with body
538
- {"dataSpaceMemberUiConfig":{"dataSpaceId":"0vhxx0000000001AAA",
539
- "members":[{"objectDeveloperName":"TenantEnrichedUsageEvent__dll",
540
- "objectType":"DLO","filterExpression":null}]}}. TEUE_dll was already
541
- mapped to "default" before the call — re-call was idempotent.
542
-
543
- ### Verify operations
544
-
545
- #### `run-consumption-tagging-readiness`
546
-
547
- Run the org-readiness chain for the Consumption Tagging template.
548
- This is the AUTHORITATIVE eligibility gate (vs the weak-gate
549
- get-teue-dataspaces): runs `chainDefinitions[type=orgreadiness]`
550
- against the Data Cloud tenant, evaluating
551
- `TenantEnrichedUsageEventDLOCheck` + `UniqueDMOCheck`. Returns
552
- runtime status + tasks; success means the org is ready to
553
- install Consumption Tagging.
554
-
555
- Verified live 2026-06-10 against project-branch-orgfarm: 201 returned
556
- with status=FailedStatus when TEUE DLO is not actually queryable
557
- in the selected dataspace (the readiness chain hit
558
- INVALID_ARGUMENT on the underlying TEUE table query, even though
559
- get-teue-dataspaces returned ["default"] — that's the weak-gate
560
- caveat in action).
561
-
562
- Body shape (verified):
563
- {
564
- "templateValues": {
565
- "dloDataspace": {"dataSpaceName": "<dataspace-name>"}
566
- }
567
- }
568
-
569
- The dloDataspace must be an OBJECT with dataSpaceName property
570
- (per variableType=DataSpaceType in get-...-template-variables) —
571
- NOT a bare string. Passing a string returns 400 BAD_REQUEST
572
- "not of expected type [Object]".
573
-
574
- Access guard: implicitly verifies
575
- Manage App Templates permission (the access
576
- check the LWC consumes via @salesforce/accessCheck). 403
577
- ACCESS_DENIED here means the user lacks that access check.
578
-
579
- Read tasks[].readinessStatus to interpret:
580
- - "Complete" — gate passed
581
- - "Warning" — proceeded with default value-on-error (some
582
- underlying check failed but the chain continued)
583
- - "Failed" — gate failed; do NOT proceed to install. Read
584
- the task's `message` for the user-facing reason (e.g.,
585
- "TenantEnrichedUsageEvent DLO isn't in the selected data
586
- space or can't be loaded").
587
-
588
- **Call:** `POST /services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/readiness` — status: `implemented`
589
-
590
- **Inputs:**
591
-
592
- - `templateValues` *(`object`)* — Object containing the template variables. For Consumption Tagging,
593
- must include `dloDataspace: {dataSpaceName: "<name>"}`. The
594
- dataspace name comes from get-teue-dataspaces; resolve to the
595
- full DataSpace object via app-framework/data-spaces if needed.
596
- - **Source:** output of `get-teue-dataspaces`
597
-
598
- **Depends on:** `get-teue-dataspaces`, `check-consumption-tagging-prereqs`
599
-
600
- **Output:** `{id: string, runtimeRequestId: string, state: object, status: string
601
- (enum: SuccessStatus | FailedStatus | RunningStatus | etc.),
602
- tasks: [{type, readinessStatus: enum (Complete|Warning|Failed),
603
- message, tags}], warningMessage: string}`. The authoritative
604
- readiness signal is `tasks[?(.type=="TemplateRequirementEvaluation")]
605
- .readinessStatus` — look for "Failed" with a TenantEnrichedUsageEvent
606
- DLO message to detect the binding-not-actually-mapped case.
607
-
608
- **Notes:** cross_team: Endpoint owner: TUA-Intel-App Dev Platform (app-framework-connect-api).; verify_pattern: This step IS the verify pattern — its result determines whether
609
- install-consumption-tagging-app should be called.
610
-
611
- #### `get-installed-consumption-tagging-apps`
612
-
613
- List Consumption Tagging app instances installed in the org. Use
614
- to (a) detect already-installed before calling
615
- install-consumption-tagging-app (maxAppCount=1 means re-install
616
- will fail), and (b) verify after install that the app was
617
- created successfully.
618
-
619
- Verified live 2026-06-10: 200 OK on project-branch-orgfarm.
620
- Returned `{apps: []}` (no Consumption Tagging app installed yet on
621
- this test org).
622
-
623
- Filter by `templateSourceId` query parameter to scope to
624
- Consumption Tagging only (vs all app-framework apps in the org).
625
-
626
- **Call:** `GET /services/data/v67.0/app-framework/apps` — status: `implemented`
627
-
628
- **Inputs:**
629
-
630
- - `templateSourceId` *(`string`)* — Template id to filter app list by. For Consumption Tagging
631
- detection, pass `sfdc_internal__DigitalWalletConsumptionTagging`.
632
-
633
- **Output:** `{apps: [{id, name, label, templateSourceId, ...}]}`. Empty array
634
- means no app from this template is installed; non-empty means at
635
- least one exists (with maxAppCount=1, exactly one).
636
-
637
- **Notes:** cross_team: Endpoint owner: TUA-Intel-App Dev Platform (app-framework-connect-api).; idempotency_use: Always call BEFORE install-consumption-tagging-app to detect
638
- already-installed; the install endpoint is NOT idempotent on
639
- a maxAppCount=1 template.
640
-
641
- #### `check-consumption-tagging-prereqs`
642
-
643
- Verify the calling user is assigned the "Data Cloud Architect" perm set
644
- (PermissionSet.Name = "GenieAdmin"), which is the explicitly checkable
645
- half of the Consumption Tagging tab's "Check Required Permissions"
646
- preflight. Returns a record on hit (user is assigned), zero records
647
- on miss (user is not assigned — the agent should fail-fast and tell
648
- the user to get the Data Cloud Architect perm set assigned in
649
- Setup > Permission Sets before proceeding to readiness check or
650
- app install).
651
-
652
- The preflight's OTHER check —
653
- Manage App Templates permission — is a server-side
654
- access check the LWC consumes via @salesforce/accessCheck/...; it
655
- has no public callable endpoint. The agent verifies it IMPLICITLY by
656
- attempting the gated POST /app-framework/templates/{id}/readiness
657
- or POST /app-framework/apps action: a 403 ACCESS_DENIED there
658
- indicates this access check failed. Document both outcomes when
659
- orchestrating the install workflow.
660
-
661
- Wire form: SOQL via REST. Bind `:userId` to `$User.Id` (or pass an
662
- explicit Id literal) and use the existing PermissionSetAssignment
663
- shape — `LDS GraphQL does NOT expose PermissionSetAssignment` (it's
664
- not a UIAPI entity), so the canonical agent path is the SOQL query
665
- endpoint, not /graphql.
666
-
667
- **Call:** `GET /services/data/v67.0/query` — status: `implemented`
668
-
669
- **Inputs:**
670
-
671
- - `q` *(`string`)* — SOQL query string. Canonical form:
672
- `SELECT Id, AssigneeId, PermissionSet.Name, PermissionSet.Label
673
- FROM PermissionSetAssignment
674
- WHERE AssigneeId = ':userId' AND PermissionSet.Name = 'GenieAdmin'
675
- LIMIT 1`
676
-
677
- **Output:** {totalSize: int, done: bool, records: [{Id: string, AssigneeId: string, PermissionSet: {Name: string, Label: string}}]}
678
- Empty records[] means the user lacks the Data Cloud Architect perm
679
- set. Verified live 2026-06-09 against project-branch-orgfarm:
680
- assigned user returned totalSize=1 with PermissionSet.Name='GenieAdmin',
681
- Label='Data Cloud Architect'.
682
-
683
- **Notes:** perm_set: {'name': 'GenieAdmin', 'label': 'Data Cloud Architect', 'why': 'The Consumption Tagging preflight requires the Data Cloud Architect\nperm set so the user has authority to administer Data Cloud objects\n(DLO mappings, dataspace bindings) — without it, the install\ntemplate cannot bind to a dataspace.'}; implicit_access_check: Manage App Templates permission; implicit_check_verified_by: POST /services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/readiness
684
- — a 403 ACCESS_DENIED on this call indicates the user lacks the
685
- Manage App Templates permission access check.
686
-
687
- ## Notes
688
-
689
- - **related_workflows:** {'consumption_tagging_app_install': {'description': 'The full "Install Consumption Tagging App" workflow on the\nConsumption Tagging tab is implemented client-side in the\nconsumptionTaggingPrereqStep / consumptionTaggingInstallStep\nLWC modules (under core/ui-digital-wallet-components/modules/\nsetup_digital_wallet/) and routes to the public\napp-framework-connect-api family — anchored on the canonical\ntemplate id `sfdc_internal__DigitalWalletConsumptionTagging`\n(templateType=app, maxAppCount=1, templateStatus=published).\n\nThe chain an agent would drive:\n\n1. PermissionSetAssignment check (LDS GraphQL on the calling\n user) + Enhanced Permission Set List enabled check —\n the "Check Required Permissions" preflight. Pure UI / LDS\n surface — no Apex controller equivalent.\n2. get-teue-dataspaces (this SOR\'s step) — verify TEUE_dll is\n mapped to a dataspace. Eligibility gate.\n3. GET /app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging\n — fetch template config. Returns readinessUrl + autoSetupUrl\n + maxAppCount=1.\n4. POST /app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/readiness\n — run the org-readiness chain (defined inline by the template\n at chainDefinitions[type=orgreadiness]).\n5. POST /app-framework/apps — create the app from the template.\n Body carries label + name + assetIds + dataSpace binding.\n Alt: POST .../templates/{id}/autosetup — runs the templated\n auto-setup chain instead of an explicit create.\n\nThe LWC analyticsAppFrameworkApi imports (`getTemplateConfig`,\n`readinessCheck`, `createApp`, `getApps`) are the JS wrappers\naround endpoints 3-5 above. NOT the older wave/* family — that\nauthors templates rather than installs them.\n\nVerified live 2026-06-09 against project-branch-orgfarm:\nGET /app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging\nreturned 200 with the full template definition.', 'canonical_template_id': 'sfdc_internal__DigitalWalletConsumptionTagging', 'connect_api_chain': [{'method': 'GET', 'path': '/services/data/v67.0/app-framework/templates', 'module': 'app-framework-connect-api', 'note': 'List templates the org can install (filter by type=app); Consumption Tagging is sfdc_internal__DigitalWalletConsumptionTagging.'}, {'method': 'GET', 'path': '/services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging', 'module': 'app-framework-connect-api', 'note': 'Fetch template config (analyticsAppFrameworkApi.getTemplateConfig). Returns readinessUrl, autoSetupUrl, maxAppCount=1, chainDefinitions.'}, {'method': 'GET', 'path': '/services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/variables', 'module': 'app-framework-connect-api', 'note': 'Discover the readiness/install body schema. Returns dloDataspace variable definition (variableType=DataSpaceType, required=[dataSpaceName]); use the returned schema to construct templateValues for /readiness and /apps.'}, {'method': 'POST', 'path': '/services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/readiness', 'module': 'app-framework-connect-api', 'note': 'Run the org-readiness chain before installing (analyticsAppFrameworkApi.readinessCheck).\nREQUIRED body: `{"templateValues": {"dloDataspace": {"dataSpaceName": "<dataspace>"}}}`.\nThe dloDataspace variable is typed `DataSpaceType` (object with required `dataSpaceName`\nproperty), NOT a bare string — verified via GET .../variables on the template.\nReturns runtime status + tasks; the authoritative readiness signal is\n`tasks[?(.type=="TemplateRequirementEvaluation")].readinessStatus` — look for "Failed"\nwith message about TenantEnrichedUsageEvent DLO not being in the data space.'}, {'method': 'POST', 'path': '/services/data/v67.0/app-framework/apps', 'module': 'app-framework-connect-api', 'note': 'Create the Consumption Tagging app from the template (analyticsAppFrameworkApi.createApp). Body includes label / name / dataspace binding / template reference.'}, {'method': 'POST', 'path': '/services/data/v67.0/app-framework/templates/sfdc_internal__DigitalWalletConsumptionTagging/autosetup', 'module': 'app-framework-connect-api', 'note': 'Alternative install path — runs the templated autosetup chain instead of an explicit POST /apps.'}, {'method': 'GET', 'path': '/services/data/v67.0/app-framework/data-spaces', 'module': 'app-framework-connect-api', 'note': 'List all dataspaces the user can see (peer to get-teue-dataspaces; UNFILTERED — returns full DataSpace objects).'}], 'factory_gap_observed': "The factory's controller-introspection extracts only @AuraEnabled\nmethods on DigitalWalletSetupController, so it correctly captured\nthe 3 install-tab steps but had no signal for the Consumption\nTagging tab actions (those are LWC client-side calls to\nanalyticsAppFrameworkApi + LDS GraphQL, with no Apex/Aura layer).\nA future factory pass that walks LWC sub-component imports\n(analyticsAppFrameworkApi, accessControlServices,\nlightning/uiGraphQLApi) could detect this and either suggest\nsibling-SOR creation OR extend the SOR's steps with the public\nConnect API chain documented above. Filed informally — see PR\ndescription."}}