@salesforce/afv-skills 1.65.0 → 1.66.0

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 (379) hide show
  1. package/package.json +1 -1
  2. package/skills/agentforce-offline-experimentation-run/SKILL.md +16 -15
  3. package/skills/agentforce-offline-experimentation-run/scripts/sfap_replay.py +3 -245
  4. package/skills/dx-devops-work-item-manage/SKILL.md +34 -17
  5. package/skills/dx-devops-work-item-manage/examples/common-workflows.md +49 -0
  6. package/skills/dx-devops-work-item-manage/references/commit-api.md +116 -0
  7. package/skills/experience-lwc-widget-assess/SKILL.md +79 -0
  8. package/skills/experience-lwc-widget-migrate/SKILL.md +50 -0
  9. package/skills/field-service-data-capture-form-deployer-configure/SKILL.md +2 -23
  10. package/skills/field-service-data-capture-form-designer-configure/SKILL.md +3 -13
  11. package/skills/field-service-mobile-branding-configure/SKILL.md +3 -17
  12. package/skills/field-service-objective-designer-configure/SKILL.md +379 -72
  13. package/skills/field-service-prework-brief-deployer-configure/SKILL.md +537 -10
  14. package/skills/field-service-scheduling-policy-designer-query/SKILL.md +1093 -65
  15. package/skills/field-service-sobject-create-configure/SKILL.md +213 -13
  16. package/skills/field-service-voice-to-form-configure/SKILL.md +11 -40
  17. package/skills/field-service-work-rule-designer-configure/SKILL.md +95 -121
  18. package/skills/platform-role-hierarchy-apply/SKILL.md +177 -0
  19. package/skills/platform-widget-generate/SKILL.md +58 -41
  20. package/skills/platform-widget-generate/references/widget-bundle-validation.md +14 -0
  21. package/skills/service-agentforce-contact-center-coordinate/SKILL.md +1 -1
  22. package/skills/service-agentforce-contact-center-coordinate/references/number_management_api.md +11 -1
  23. package/skills/service-agentforce-contact-center-coordinate/scripts/fetch-numbers.sh +12 -6
  24. package/skills/service-agentforce-contact-center-coordinate/scripts/lib.sh +16 -0
  25. package/skills/service-agentforce-contact-center-coordinate/scripts/procure-number.sh +2 -1
  26. package/skills/service-concierge-portal-generate/references/portal-deploy-runbook.md +24 -11
  27. package/skills/service-digital-engagement-channel-configure/SKILL.md +25 -14
  28. package/skills/service-digital-engagement-channel-configure/references/onboarding_contract.md +143 -0
  29. package/skills/service-digital-engagement-deployment-configure/SKILL.md +61 -12
  30. package/skills/service-digital-engagement-deployment-configure/references/connect_api_creation.md +14 -5
  31. package/skills/service-digital-engagement-deployment-configure/references/onboarding_contract.md +146 -0
  32. package/skills/service-itsm-agentic-setup-incident-management/SKILL.md +23 -13
  33. package/skills/service-itsm-agentic-setup-incident-management/references/incident-persona-psg.md +7 -6
  34. package/skills/service-itsm-agentic-setup-incident-management/references/incident-preferences.md +9 -10
  35. package/skills/service-itsm-agentic-setup-incident-management/references/major-incident-management.md +6 -6
  36. package/skills/service-itsm-agentic-setup-incident-management/references/service-mgmt-privilege.md +1 -1
  37. package/skills/service-itsm-agentic-setup-incident-sla-configure/SKILL.md +34 -25
  38. package/skills/service-itsm-agentic-setup-incident-sla-configure/examples/milestone-patterns.md +1 -1
  39. package/skills/service-itsm-agentic-setup-incident-sla-configure/references/mcp-invocation.md +90 -86
  40. package/skills/service-itsm-agentic-setup-incident-sla-configure/references/workflow.md +63 -38
  41. package/skills/agentforce-gpt-email-generation-configure/SKILL.md +0 -312
  42. package/skills/agentforce-wizard-ui-forecasting-analytics-components-configure/SKILL.md +0 -64
  43. package/skills/agentforce-wizard-ui-sales-einstein-components-configure/SKILL.md +0 -46
  44. package/skills/automation-company-profile-info-query/SKILL.md +0 -51
  45. package/skills/automation-digital-wallet-configure/SKILL.md +0 -689
  46. package/skills/automation-flow-coordinate/SKILL.md +0 -95
  47. package/skills/automation-flow-coordinate/references/elements/action-call/action-call.md +0 -1569
  48. package/skills/automation-flow-coordinate/references/elements/action-call/conversation-messaging.md +0 -96
  49. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-sms-message.json +0 -23
  50. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-to-journey-no-fields.json +0 -31
  51. package/skills/automation-flow-coordinate/references/elements/action-call/send-to-journey.md +0 -179
  52. package/skills/automation-flow-coordinate/references/elements/exit-rule/examples/event-email-link-click.json +0 -13
  53. package/skills/automation-flow-coordinate/references/elements/exit-rule/exit-rule.md +0 -83
  54. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/examples/forward-to-bot-or-agent.json +0 -69
  55. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/forward-to-bot-or-agent.md +0 -274
  56. package/skills/automation-flow-coordinate/references/elements/start/audience-common.md +0 -192
  57. package/skills/automation-flow-coordinate/references/elements/start/automation-event-triggered.md +0 -130
  58. package/skills/automation-flow-coordinate/references/elements/start/data-cloud-data-change-triggered.md +0 -92
  59. package/skills/automation-flow-coordinate/references/elements/start/form-submission-triggered.md +0 -88
  60. package/skills/automation-flow-coordinate/references/elements/start/segment-triggered.md +0 -152
  61. package/skills/automation-flow-coordinate/references/elements/start/start.md +0 -539
  62. package/skills/automation-flow-coordinate/references/elements/subflow/subflow.md +0 -152
  63. package/skills/automation-flow-coordinate/references/elements/wait/wait.md +0 -497
  64. package/skills/automation-flow-coordinate/references/recipes/author/author.md +0 -868
  65. package/skills/automation-flow-coordinate/references/recipes/summarize/element-generic.md +0 -300
  66. package/skills/automation-flow-coordinate/references/recipes/summarize/reference-resolution.md +0 -292
  67. package/skills/automation-flow-coordinate/references/recipes/summarize/summarize.md +0 -323
  68. package/skills/automation-flow-coordinate/references/recipes/testing/examples/debug-output-template.md +0 -109
  69. package/skills/automation-flow-coordinate/references/recipes/testing/shape.md +0 -219
  70. package/skills/automation-flow-coordinate/references/recipes/testing/shared-stages/intent-analyzer.md +0 -180
  71. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/debug.md +0 -175
  72. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/promote.md +0 -255
  73. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/save-debug.md +0 -212
  74. package/skills/automation-flow-coordinate/references/resources/variable/variable.md +0 -171
  75. package/skills/automation-flow-coordinate/references/shared/anti-patterns.md +0 -786
  76. package/skills/automation-flow-coordinate/references/shared/end/end.md +0 -267
  77. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/README.md +0 -69
  78. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/predictions.jsonl +0 -80
  79. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/prompts.jsonl +0 -116
  80. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/flow-type-resolver.md +0 -321
  81. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/taxonomy.json +0 -320
  82. package/skills/automation-flow-coordinate/references/shared/server-functions.md +0 -597
  83. package/skills/automotive-cloud-appraisal-management-settings-configure/SKILL.md +0 -69
  84. package/skills/automotive-cloud-dealer-essentials-configure/SKILL.md +0 -78
  85. package/skills/automotive-cloud-ground-agent-data-pipelines-configure/SKILL.md +0 -373
  86. package/skills/automotive-cloud-ground-mfg-agent-data-pipelines-configure/SKILL.md +0 -273
  87. package/skills/automotive-cloud-mfg-agent-data-pipelines-configure/SKILL.md +0 -259
  88. package/skills/automotive-cloud-mfg-sales-concierge-agent-create/SKILL.md +0 -369
  89. package/skills/automotive-cloud-mfg-sales-concierge-foundation-configure/SKILL.md +0 -542
  90. package/skills/automotive-cloud-mfg-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  91. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-agent-create/SKILL.md +0 -349
  92. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-configure/SKILL.md +0 -505
  93. package/skills/automotive-cloud-sales-concierge-agent-create/SKILL.md +0 -380
  94. package/skills/automotive-cloud-sales-concierge-foundation-configure/SKILL.md +0 -567
  95. package/skills/automotive-cloud-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  96. package/skills/automotive-cloud-sales-concierge-orchestrator-agent-create/SKILL.md +0 -360
  97. package/skills/automotive-cloud-sales-concierge-orchestrator-configure/SKILL.md +0 -539
  98. package/skills/automotive-cloud-sales-concierge-search-grounding-configure/SKILL.md +0 -358
  99. package/skills/commerce-b2b-merchant-quote-configure/SKILL.md +0 -602
  100. package/skills/commerce-b2b-store-configure/SKILL.md +0 -251
  101. package/skills/commerce-credit-memo-create/SKILL.md +0 -139
  102. package/skills/commerce-delivery-business-hours-configure/SKILL.md +0 -277
  103. package/skills/commerce-delivery-estimation-apply/SKILL.md +0 -155
  104. package/skills/commerce-delivery-estimation-configure/SKILL.md +0 -377
  105. package/skills/commerce-delivery-routing-specs-integrate/SKILL.md +0 -174
  106. package/skills/commerce-estimate-bopis-query/SKILL.md +0 -279
  107. package/skills/commerce-estimate-delivery-date-query/SKILL.md +0 -349
  108. package/skills/commerce-fees-apply/SKILL.md +0 -227
  109. package/skills/commerce-fulfillment-routing-analyze/SKILL.md +0 -200
  110. package/skills/commerce-guest-buyer-create/SKILL.md +0 -173
  111. package/skills/commerce-location-bopis-configure/SKILL.md +0 -378
  112. package/skills/commerce-location-business-hours-configure/SKILL.md +0 -235
  113. package/skills/commerce-location-delivery-processing-time-configure/SKILL.md +0 -309
  114. package/skills/commerce-location-graph-integrate/SKILL.md +0 -131
  115. package/skills/commerce-location-shipping-carrier-method-configure/SKILL.md +0 -755
  116. package/skills/commerce-location-temporary-operating-hours-configure/SKILL.md +0 -331
  117. package/skills/commerce-merchant-buyer-groups-configure/SKILL.md +0 -579
  118. package/skills/commerce-merchant-buyer-user-onboarding-create/SKILL.md +0 -626
  119. package/skills/commerce-merchant-catalog-configure/SKILL.md +0 -614
  120. package/skills/commerce-merchant-extension-provider-configure/SKILL.md +0 -368
  121. package/skills/commerce-merchant-insights-account-health-churn-analyze/SKILL.md +0 -118
  122. package/skills/commerce-merchant-insights-inventory-returns-analyze/SKILL.md +0 -65
  123. package/skills/commerce-merchant-insights-order-shopper-get/SKILL.md +0 -90
  124. package/skills/commerce-merchant-insights-product-performance-analyze/SKILL.md +0 -72
  125. package/skills/commerce-merchant-insights-query/SKILL.md +0 -279
  126. package/skills/commerce-merchant-storefront-guest-access-configure/SKILL.md +0 -656
  127. package/skills/commerce-order-summary-change-apply/SKILL.md +0 -375
  128. package/skills/commerce-product-details-get/SKILL.md +0 -363
  129. package/skills/commerce-product-search/SKILL.md +0 -563
  130. package/skills/commerce-react-storefront-create/SKILL.md +0 -350
  131. package/skills/commerce-return-order-summary-create/SKILL.md +0 -513
  132. package/skills/commerce-search-relevance-analyze/SKILL.md +0 -757
  133. package/skills/commerce-temporary-processing-time-override-create/SKILL.md +0 -274
  134. package/skills/communications-initial-setup-configure/SKILL.md +0 -630
  135. package/skills/communications-multisite-configure/SKILL.md +0 -571
  136. package/skills/communications-revenue-cloud-settings-configure/SKILL.md +0 -74
  137. package/skills/communications-smb-fiber-catalog-create/SKILL.md +0 -413
  138. package/skills/communications-tmf-integrate/SKILL.md +0 -1368
  139. package/skills/consumer-goods-visit-activity-act4-questions-assign/SKILL.md +0 -448
  140. package/skills/consumer-goods-visit-activity-act5-standard-create/SKILL.md +0 -269
  141. package/skills/consumer-goods-visit-activity-act6-assortment-configure/SKILL.md +0 -271
  142. package/skills/consumer-goods-visit-activity-act7-account-scoping-create/SKILL.md +0 -382
  143. package/skills/consumer-goods-visit-activity-act8-plan-attach-create/SKILL.md +0 -373
  144. package/skills/consumer-goods-visit-activity-act9-proof-validate/SKILL.md +0 -389
  145. package/skills/consumer-goods-visit-and-activity-act1-specification-create/SKILL.md +0 -338
  146. package/skills/consumer-goods-visit-and-activity-act2-template-create/SKILL.md +0 -547
  147. package/skills/consumer-goods-visit-and-activity-act3-definition-create/SKILL.md +0 -346
  148. package/skills/consumer-goods-visit-and-activity-configure/SKILL.md +0 -1110
  149. package/skills/crm-analytics-adoption-insights-configure/SKILL.md +0 -224
  150. package/skills/crm-analytics-custom-report-type-lightning-configure/SKILL.md +0 -418
  151. package/skills/crm-analytics-dashboards-configure/SKILL.md +0 -731
  152. package/skills/crm-analytics-operational-analytics-metadata-bridge-migrate/SKILL.md +0 -233
  153. package/skills/crm-analytics-report-notifications-ui-configure/SKILL.md +0 -184
  154. package/skills/crm-analytics-sharing-inheritance-coverage-analyze/SKILL.md +0 -167
  155. package/skills/crm-analytics-sonic-getting-started-configure/SKILL.md +0 -55
  156. package/skills/crm-analytics-tableau-next-app-deploy/SKILL.md +0 -1350
  157. package/skills/crm-analytics-tableau-next-c360-basemodel-validate/SKILL.md +0 -1862
  158. package/skills/crm-analytics-tableau-next-datacloud-validate/SKILL.md +0 -83
  159. package/skills/crm-analytics-tableau-next-provisioning-validate/SKILL.md +0 -81
  160. package/skills/data360-activation-create/SKILL.md +0 -104
  161. package/skills/data360-activation-external-platform-get/SKILL.md +0 -49
  162. package/skills/data360-activation-target-create/SKILL.md +0 -93
  163. package/skills/data360-activation-v2-create/SKILL.md +0 -456
  164. package/skills/data360-audience-dmo-get/SKILL.md +0 -38
  165. package/skills/data360-calculated-affinity-create/SKILL.md +0 -82
  166. package/skills/data360-calculated-insight-create/SKILL.md +0 -148
  167. package/skills/data360-catalog-metadata-create/SKILL.md +0 -183
  168. package/skills/data360-code-extension-create/SKILL.md +0 -115
  169. package/skills/data360-communication-capping-create/SKILL.md +0 -227
  170. package/skills/data360-connection-create/SKILL.md +0 -491
  171. package/skills/data360-content-lens-create/SKILL.md +0 -181
  172. package/skills/data360-data-action-create/SKILL.md +0 -126
  173. package/skills/data360-data-action-target-create/SKILL.md +0 -181
  174. package/skills/data360-data-clean-room-create/SKILL.md +0 -238
  175. package/skills/data360-data-governance-create/SKILL.md +0 -746
  176. package/skills/data360-data-graph-create/SKILL.md +0 -82
  177. package/skills/data360-data-harmonized-model-object-reference-create/SKILL.md +0 -38
  178. package/skills/data360-data-lake-object-create/SKILL.md +0 -207
  179. package/skills/data360-data-model-object-catalog-get/SKILL.md +0 -49
  180. package/skills/data360-data-model-object-create/SKILL.md +0 -128
  181. package/skills/data360-data-model-object-mapping-create/SKILL.md +0 -106
  182. package/skills/data360-data-space-create/SKILL.md +0 -161
  183. package/skills/data360-data-streams-create/SKILL.md +0 -324
  184. package/skills/data360-engagement-signal-get/SKILL.md +0 -38
  185. package/skills/data360-experiment-create/SKILL.md +0 -82
  186. package/skills/data360-goal-based-campaign-create/SKILL.md +0 -192
  187. package/skills/data360-harmonization-process-history-get/SKILL.md +0 -38
  188. package/skills/data360-harmonized-unstructured-dmo-create/SKILL.md +0 -84
  189. package/skills/data360-identity-resolution-create/SKILL.md +0 -115
  190. package/skills/data360-intelligent-document-processing-create/SKILL.md +0 -148
  191. package/skills/data360-knowledge-graph-construction-create/SKILL.md +0 -93
  192. package/skills/data360-knowledge-graph-create/SKILL.md +0 -216
  193. package/skills/data360-knowledge-space-mcp-configure/SKILL.md +0 -475
  194. package/skills/data360-machine-learning-mcp-configure/SKILL.md +0 -697
  195. package/skills/data360-multi-org-mcp-configure/SKILL.md +0 -117
  196. package/skills/data360-secondary-index-mcp-configure/SKILL.md +0 -126
  197. package/skills/data360-segment-mcp-configure/SKILL.md +0 -159
  198. package/skills/data360-semantic-calculated-dimension-mcp-configure/SKILL.md +0 -93
  199. package/skills/data360-semantic-calculated-measurement-mcp-configure/SKILL.md +0 -93
  200. package/skills/data360-semantic-data-object-mcp-configure/SKILL.md +0 -93
  201. package/skills/data360-semantic-dimension-mcp-configure/SKILL.md +0 -38
  202. package/skills/data360-semantic-engine-mcp-configure/SKILL.md +0 -62
  203. package/skills/data360-semantic-measurement-mcp-configure/SKILL.md +0 -38
  204. package/skills/data360-semantic-metric-mcp-configure/SKILL.md +0 -93
  205. package/skills/data360-semantic-model-mcp-configure/SKILL.md +0 -115
  206. package/skills/data360-standard-mapping-mcp-configure/SKILL.md +0 -38
  207. package/skills/data360-tenant-lifecycle-mcp-configure/SKILL.md +0 -73
  208. package/skills/experience-afv-query/SKILL.md +0 -234
  209. package/skills/experience-agentforce-vibes-in-react-configure/SKILL.md +0 -63
  210. package/skills/experience-apex-components-configure/SKILL.md +0 -69
  211. package/skills/experience-apex-pages-configure/SKILL.md +0 -107
  212. package/skills/experience-app-home-configure/SKILL.md +0 -76
  213. package/skills/experience-aura-lightning-out-access-configure/SKILL.md +0 -58
  214. package/skills/experience-briefcase-configure/SKILL.md +0 -287
  215. package/skills/experience-community-flexi-page-list-create/SKILL.md +0 -74
  216. package/skills/experience-community-template-definition-list-query/SKILL.md +0 -48
  217. package/skills/experience-community-theme-definition-list-query/SKILL.md +0 -38
  218. package/skills/experience-content-assets-configure/SKILL.md +0 -86
  219. package/skills/experience-custom-domain-create/SKILL.md +0 -727
  220. package/skills/experience-defer-rendering-workspace-page-setup-configure/SKILL.md +0 -41
  221. package/skills/experience-field-service-app-builder-configure/SKILL.md +0 -187
  222. package/skills/experience-flow-category-configure/SKILL.md +0 -117
  223. package/skills/experience-formula-configure/SKILL.md +0 -358
  224. package/skills/experience-global-actions-configure/SKILL.md +0 -69
  225. package/skills/experience-global-publisher-layouts-configure/SKILL.md +0 -79
  226. package/skills/experience-instrumentation-configure/SKILL.md +0 -64
  227. package/skills/experience-lex-engagement-configure/SKILL.md +0 -50
  228. package/skills/experience-lightning-bolt-open/SKILL.md +0 -12
  229. package/skills/experience-lightning-out-configure/SKILL.md +0 -129
  230. package/skills/experience-lightning-preview-configure/SKILL.md +0 -67
  231. package/skills/experience-lightning-types-query/SKILL.md +0 -98
  232. package/skills/experience-malware-scan-configure/SKILL.md +0 -71
  233. package/skills/experience-my-salesforce-configure/SKILL.md +0 -126
  234. package/skills/experience-navigation-menus-configure/SKILL.md +0 -235
  235. package/skills/experience-notification-types-configure/SKILL.md +0 -206
  236. package/skills/experience-notifications-configure/SKILL.md +0 -75
  237. package/skills/experience-record-discovery-query/SKILL.md +0 -227
  238. package/skills/experience-regenerate-previews-open/SKILL.md +0 -94
  239. package/skills/experience-sales-cloud-mab-configure/SKILL.md +0 -254
  240. package/skills/experience-schema-builder-open/SKILL.md +0 -38
  241. package/skills/experience-simple-record-home-configure/SKILL.md +0 -110
  242. package/skills/experience-static-resources-configure/SKILL.md +0 -74
  243. package/skills/field-service-setup-coordinate/SKILL.md +0 -62
  244. package/skills/field-service-work-plan-configure/SKILL.md +0 -253
  245. package/skills/fsc-actionable-segmentation-settings-configure/SKILL.md +0 -180
  246. package/skills/fsc-digital-origination-bre-decision-matrix-foundation-create/SKILL.md +0 -196
  247. package/skills/fsc-digital-origination-bre-disclosures-consent-configure/SKILL.md +0 -106
  248. package/skills/fsc-digital-origination-bre-document-upload-configure/SKILL.md +0 -96
  249. package/skills/fsc-digital-origination-bre-permissions-assign/SKILL.md +0 -111
  250. package/skills/fsc-digital-origination-bre-setup-coordinate/SKILL.md +0 -250
  251. package/skills/fsc-digital-origination-bre-stp-eligibility-configure/SKILL.md +0 -122
  252. package/skills/fsc-digital-origination-coordinate/SKILL.md +0 -653
  253. package/skills/fsc-digital-origination-demo-run/SKILL.md +0 -225
  254. package/skills/fsc-digital-origination-execution-guardrails-validate/SKILL.md +0 -112
  255. package/skills/fsc-digital-origination-initial-setup-configure/SKILL.md +0 -396
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@@ -1,227 +0,0 @@
1
- ---
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- name: experience-record-discovery-query
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- description: "Read-only method for finding, listing, looking up, filtering, or identifying Salesforce records and setup entities through Headless-360. Before loading as a fallback, discover a task recipe for the requested result, even for a list or count constrained by a condition or relationship. If one fits, describe and follow it; use this skill only when none fits, or after a chosen recipe needs an entity resolved to its Id or API name. Covers Enterprise-vs-Tooling routing, SOSL-vs-SOQL selection, and proving a negative. Do not use for writes."
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- metadata:
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- version: "1.0"
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- ---
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-
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- # Finding records and metadata (record discovery)
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-
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- **Scope check.** Before loading this skill as a fallback, discover a recipe
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- for the requested task, including requests phrased as a list or count of
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- records matching a condition or relationship. If a recipe fits, describe and
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- follow it. Use this skill only when no recipe fits, or when a chosen recipe
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- needs an entity resolved as an input. Discover and describe the task recipe
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- before asking for a missing or masked identifier. A query or evidence list may
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- support the recipe, but it is not by itself an answer to the task.
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-
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- When the user asks to find, list, look up, or filter records or setup entities
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- ("show me all …", "find the … named …", "which … have …"), resolve it through
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- the Headless-360 tools — never from memory of Salesforce schema.
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-
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- **Step 1 — Identify the entity type.** Before calling any discovery or query tool,
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- check whether the user supplied only a bare category term. For bare
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- "permissions", "licenses", "rules", "apps", or "agents" (including singular
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- forms), ASK which specific kind they mean; several Salesforce entities fit each
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- term. Do not select an API name or query one of them. A qualifier that identifies
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- a kind (for example, "permission set licenses", "validation rules", "connected
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- apps", or "Agentforce agents") resolves directly; it is not a bare category.
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- Otherwise map the user's term to a Salesforce API name. Proceed only when confident:
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- you can state the exact API name and no other object — including a closely related
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- object in the same family (an assignment, license, or group variant) — is a plausible
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- match. Recognizing the concept isn't the same as being confident which object to
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- query: "permission sets" has several real, queryable variants (PermissionSet,
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- PermissionSetAssignment, PermissionSetGroup, PermissionSetLicense). That family
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- overlap, not just an unfamiliar acronym, is reason enough to fetch rather than guess.
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- Otherwise — an unfamiliar acronym, synonym, colloquialism, or a term with a plausible
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- rival object — fetch `describe({"id": "ref:record-discovery/assets/object-synonyms"})`
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- before choosing an API name; do not ask instead of fetching. Use these exact arguments:
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-
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- ```json
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- {"id": "ref:record-discovery/assets/object-synonyms"}
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- ```
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-
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- This is an H360 reference artifact, not a file in this skill: do not use
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- `skill read` for `assets/object-synonyms`, and use the `id` string exactly as
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- shown above. The artifact has a known id, so it does not require `discover`
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- first. If the
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- reference does not resolve the term and more than one entity plausibly
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- matches, ASK. Never guess an API name that could silently query the wrong
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- entity.
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-
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- **Step 2 — Infer the API family, then try it and flip once if wrong.** Do NOT read
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- describe-global to learn the family, and do NOT keep a memorized Tooling list. Decide
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- the family by what the entity *is*:
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- - **Tooling** = *definitions of code or schema* — Apex (class/trigger), Flow /
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- FlowDefinition, ValidationRule, WorkflowRule, CustomField, FlexiPage, WebLink,
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- EntityDefinition. "The metadata that defines how the org is built."
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- - **Enterprise** = *records and anything with rows you query, assign, or own* — this
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- covers ordinary data (Account, Contact, `*__c`, …) **and** the admin/config objects
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- that store rows: PermissionSet, PermissionSetGroup, Profile, User, UserRole, Group,
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- RecordType, licenses, ConnectedApplication, TabDefinition. These *feel* like setup
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- but are Enterprise — route them to Enterprise first.
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- - Mnemonic: **a definition of code or schema → Tooling; anything with rows you'd query,
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- assign, or own → Enterprise.**
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- - **Query your inferred family first; flip ONCE on a clean miss.** A wrong family
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- returns `400 sObject type not supported`. On that error, retry the same query on the
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- other family's path. If the *other* path also errors, the problem is the API name,
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- not the family — stop flipping: re-resolve the name (Step 1) or do ONE basic describe,
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- then report. One flip, never a back-and-forth.
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- - **Do not infer absence from a failed or incomplete read.** An unsupported-entity
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- error or a metadata parent response that omits named children does not prove
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- there are no matches. Follow the bounded error-recovery steps below; if the
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- available tools cannot enumerate the requested items, say that you could not
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- verify the result instead of reporting zero.
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- - If an entity appears in BOTH families, prefer the Enterprise API.
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- - **Query the entity resolved in Step 1 — never substitute a related object.**
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- For "my" / "assigned to me", filter rather than switch FROM: if the entity
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- has no direct owner field, filter via a subquery against its
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- assignment/ownership object — `WHERE Id IN (SELECT <ParentField> FROM
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- <AssignmentObject> WHERE <AssigneeField> = ...)` — querying that object
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- only to supply the filter, never as the result itself.
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- - Reuse the exact API version segment the tools return in their paths; never
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- invent or change a version number.
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-
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- **Step 3 — Resolve the name field by a cheap ladder, not an up-front describe.**
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- Do NOT describe the entity first just to learn its name field — a full describe
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- floods context and is unnecessary on almost every turn. Instead assume the field
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- is `Name` and query it. If the query errors with `400 No such column 'Name'`,
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- retry once with `MasterLabel`. Only if THAT also errors — the rare double miss
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- (e.g. ValidationRule needs `ValidationName`, ExternalClientApplication needs
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- `DeveloperName`) — do ONE basic sObject describe to read the true name/label
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- field, then query with it. Most entities resolve at `Name` or `MasterLabel`, so
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- you pay the describe only on the outliers. A wrong name field errors cleanly
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- (`400 No such column`), which is exactly what makes this ladder safe — you always
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- get a signal to step down. Never open with a full `/describe` or a
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- describe-global for this.
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-
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- **Step 4 — Choose the search and run it (read-only).** First decide predicate
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- vs semantic — it determines which search to use. SOSL is NOT Enterprise-only; it
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- works across many families but does not cover every entity (most Tooling/setup
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- *definition* entities are not in the SOSL index), whereas SOQL works on anything
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- queryable. So:
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- - **By name / identifier (predicate)** — the user names a specific record
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- ("the … named X", "the … called X", a specific identifier). **Try SOSL first,
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- regardless of family** — a single SOSL search covers all the entity's name fields
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- at once, so on entities it covers you skip the Step-3 name-field ladder entirely.
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- - **If SOSL errors** (e.g. the entity is not SOSL-searchable — a Tooling
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- definition type returns an invalid-RETURNING-type error), **fall back to SOQL**:
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- route by the inferred family (Step 2, flip once on a family error) and match with
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- `WHERE <labelField> LIKE '%…%'`, where `<labelField>` comes from the Step-3
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- ladder (`Name` → `MasterLabel` → describe).
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- - **If SOSL returns zero rows, that is a valid "none found" — stop.** Do NOT fall
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- back to SOQL on an empty SOSL result; only a SOSL *error* triggers the fallback.
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- (Known limitation: SOSL indexing is not synchronous, so a just-created record can
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- be briefly invisible to SOSL and read as "none found." Narrow edge in a read flow;
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- accepted.)
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- - **By description / free-text meaning (semantic)** — the user describes a topic
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- rather than naming a record ("… that mention X", "… related to X", "… about X").
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- **Do NOT use SOSL for these — use SOQL directly.** Route by the inferred family
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- (Step 2) and build a `WHERE … LIKE` against the entity's descriptive text fields,
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- resolving the field via the Step-3 ladder. SOSL is only for by-name lookups; using
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- it for a topic query wastes a round-trip and often errors.
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- - **By count or other aggregate ("how many …", "total …", "average …")** — build
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- the aggregate SOQL (`COUNT()`, `SUM()`, `AVG()`, etc.) for the entity, route by
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- the inferred family (Step 2) exactly like any other SOQL, and `dispatch` it
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- through that family's query path. Whatever you report in Step 5 is the value
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- that path actually returned — there is no render-time query execution, so never
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- hand an un-dispatched query string to a rendering tool and call that "running" it.
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- - Pass the query string through the tool's query-parameter map (q), never
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- inline in the URL path — an inline query is rejected before it reaches the org.
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- - If a query errors, read the error and fix the specific cause (wrong field,
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- wrong family, wrong path) — do not re-issue the same shape hoping for a
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- different result. Two failed attempts on one entity means describe it once
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- and correct the field/path before trying a third.
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-
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- **Bound the result.** For a list, select only fields you will display and cap
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- the search or query at 25 rows.
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-
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- **Tooling query recipes (reference).** For the
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- Tooling entities below, query the tooling query path (`/services/data/vXX.X/tooling/query`,
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- SOQL only) with the given SELECT and filter on the name field. These are correct as
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- written — do NOT first try the Enterprise `/query` path, and do NOT fall back to a heavy
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- endpoint (the UI tabs endpoint `/services/data/vXX/tabs`, the Metadata API read path,
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- or a per-type describe / describe-global) — they return visual/metadata blobs and are
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- never needed for find/list/count. If a thin query returns fewer fields than you want,
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- add fields to the SELECT — do not switch to a heavier endpoint.
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-
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- | API name | Tooling SELECT (filter on name field with LIKE '%term%') |
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- |---|---|
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- | TabDefinition (custom tabs) | `SELECT Id, Label, Name FROM TabDefinition WHERE IsCustom = true AND Label LIKE '%…%'` — Enterprise `/query` path, NOT tooling (CustomTabDefinition is NOT a queryable type in this org) |
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- | ValidationRule | `SELECT Id, ValidationName, Active, EntityDefinition.DeveloperName FROM ValidationRule WHERE ValidationName LIKE '%…%'` |
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- | FlexiPage | `SELECT Id, DeveloperName, MasterLabel, Type FROM FlexiPage WHERE MasterLabel LIKE '%…%'` |
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- | WebLink | `SELECT Id, Name, PageOrSobjectType FROM WebLink WHERE Name LIKE '%…%'` |
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- | ApexClass | `SELECT Id, Name, ApiVersion FROM ApexClass WHERE Name LIKE '%…%'` |
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- | ApexTrigger | `SELECT Id, Name, TableEnumOrId, Status FROM ApexTrigger WHERE Name LIKE '%…%'` |
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- | FlowDefinition | `SELECT Id, DeveloperName, ActiveVersionId FROM FlowDefinition WHERE DeveloperName LIKE '%…%'` |
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- | WorkflowRule | `SELECT Id, Name, TableEnumOrId FROM WorkflowRule WHERE Name LIKE '%…%'` |
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- | EntityDefinition (custom objects) | `SELECT Id, DeveloperName, QualifiedApiName, Label FROM EntityDefinition WHERE QualifiedApiName LIKE '%\_\_c'` |
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-
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- **Custom objects — escape the `__c` suffix.** To list custom objects, query
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- EntityDefinition on the tooling path filtering on the API-name suffix `__c`. In SOQL `_`
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- is a single-char wildcard, so you MUST backslash-escape the two underscores to match a
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- LITERAL `__c`: write `WHERE QualifiedApiName LIKE '%\_\_c'`. (Unescaped `'%__c'` matches
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- any object ending "<anychar><anychar>c" — e.g. dozens of system *Metric objects — an
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- inflated, wrong answer.) Many orgs have zero custom objects; returning none is correct.
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-
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- **Name-field matching (optimization — an OR-set can save a step).** The single
168
- record-name field can silently miss label matches. When you already know the entity's
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- candidate name fields (e.g. the directory was fetched and gave a name-field hint), you
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- MAY search them as an OR-set in one query —
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- `WHERE (Name LIKE '%…%' OR Label LIKE '%…%' OR MasterLabel LIKE '%…%')`, limited to that
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- entity's fields — instead of stepping through the Step-3 ladder. This is an optional
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- speed-up, not required: the ladder alone is sufficient and correct.
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-
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- **Describe-once backstop (only after the flip and the ladder are exhausted).** Family is
176
- handled by infer + flip-once (Step 2) and the name field by the ladder (Step 3). Only when
177
- BOTH have failed — the query errored on both family paths, or stepped past `MasterLabel` —
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- do ONE live basic sObject describe (`GET …/tooling/sobjects/<X>` or the Enterprise
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- equivalent, ~1.3 KB) to read the true family/name field, then retry once. Never describe
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- blindly up front, and never fall back to a full `/describe` or a describe-global.
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-
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- **Step 5 — Present results.** Always render with `show_details` — never plain prose,
183
- and never the generic `render_lightning_types` tool (its `type` values are for other
184
- callers' registered Lightning types, none of which apply here; a fabricated type name
185
- silently hangs the chat). This applies just as much when there's no list of records to
186
- show — an aggregate result, a status, a single fact — as when there is: put whatever
187
- you're reporting in `show_details`'s `summary`, with `fields` left empty if there's
188
- nothing to break out. An empty `fields` array is never a reason to reach for
189
- `render_lightning_types` instead.
190
-
191
- For an open-ended "tell me everything about X" request, follow a **fixed** plan so
192
- the result is the same every time — do not improvise how much to pull:
193
- 1. Resolve the record once (Steps 1–4).
194
- 2. Read that one record's own fields (a single record read / describe). Present
195
- those.
196
- 3. **Stop there.** Do NOT enumerate related child records — assignments, member
197
- permissions, field-permissions, usages, dependencies — as part of "everything
198
- about." Those vary wildly in volume and make the answer unstable.
199
- 4. If related data is likely relevant, **name the categories** available (e.g.
200
- "I can also pull its assigned users, object permissions, or field permissions")
201
- and offer to fetch them — let the user pick, rather than pulling a variable
202
- amount unprompted.
203
-
204
- If more than one entity or record plausibly matches the request, show the
205
- candidates and ask the user which they meant — never silently pick one. If
206
- nothing matches, say so and offer to broaden the search.
207
-
208
- You are read-only in this flow: never create, update, freeze, or delete a record
209
- as part of discovery. If the user's next step is a change, follow the
210
- confirm-before-write rule from your base instructions.
211
-
212
- <!-- skill-validate: ignore-start -->
213
- <!-- codey:operations start -->
214
- ## Operations Reference
215
-
216
- Operations this skill uses — routing and dependency reference.
217
-
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- | Operation | Purpose | Status | Call | Depends on |
219
- |-----------|---------|--------|------|------------|
220
- | `sosl-name-search` | read | — | `GET /services/data/v68.0/search` | — |
221
- | `soql-query-enterprise` | read | — | `GET /services/data/v68.0/query` | — |
222
- | `soql-query-tooling` | read | — | `GET /services/data/v68.0/tooling/query` | — |
223
- | `sobject-basic-info` | read | — | `GET /services/data/v68.0/sobjects/{sobjectApiName}` | — |
224
- | `tooling-sobject-basic-info` | read | — | `GET /services/data/v68.0/tooling/sobjects/{sobjectApiName}` | — |
225
- | `read-record-by-id` | read | — | `GET /services/data/v68.0/sobjects/{sobjectApiName}/{recordId}` | `sosl-name-search` |
226
- <!-- codey:operations end -->
227
- <!-- skill-validate: ignore-end -->
@@ -1,94 +0,0 @@
1
- ---
2
- name: experience-regenerate-previews-open
3
- description: "Use this skill when users want to navigation-only Setup recipe: invalidate cached ContentDocument preview renditions so the platform regenerates them on next access. Trigger when users mention regenerate, previews, regenerate previews."
4
- metadata:
5
- version: "1.0"
6
- ---
7
-
8
- # Managing Regenerate Previews
9
-
10
- ## When to Use This Skill
11
-
12
- Navigation-only Setup recipe: invalidate cached ContentDocument
13
- preview renditions so the platform regenerates them on next
14
- access. Driven via the Setup UI at
15
- /lightning/setup/RegeneratePreviews/home; gated by Customize
16
- Application perm and the Files/Content org features.
17
-
18
- No public API exposes this verb. Connect / Tooling / Metadata /
19
- sObject / LDS-GraphQL all eliminate: 0 spec hits across
20
- core-yamls + core-generated-yamls; live-org Tooling probe →
21
- INVALID_TYPE on SOQL and 404 on describe; rendition-cache state
22
- is runtime-only, not Metadata-deployable; setup manifest's
23
- `getRenditionDeleteURL` is a UI URL method, not @AuraEnabled.
24
-
25
- The three extractor-emitted steps (list/get/create
26
- RegeneratePreview Tooling sObject) target a fabricated entity
27
- that does NOT exist on the live org. Do not call them. Direct
28
- admins to the Setup page (see navigate_regenerate_previews_setup).
29
-
30
- ## Critical Constraints
31
-
32
- **Preconditions:**
33
-
34
- - User has the Customize Application permission and is not in a build-template context. (check: `Customize Application permission`)
35
- - Org has Content/Files enabled (Content, Files Tab, or Content Distributions). (check: `Salesforce CRM Content enabled || Files tab enabled || Content Deliveries enabled`)
36
- - Org is not in deck-assembly mode. (check: `!Deck assembly feature`)
37
-
38
- ## Operations Reference
39
-
40
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
41
-
42
- ### Summary
43
-
44
- | Operation | Purpose | Status | Call | Depends on |
45
- |-----------|---------|--------|------|------------|
46
- | `list_RegeneratePreview_1` | read | — | `query.RegeneratePreview` | — |
47
- | `get_RegeneratePreview_1` | read | — | `sobjects/RegeneratePreview/{id}` | — |
48
- | `create_RegeneratePreview_1` | write | — | `sobjects/RegeneratePreview` | — |
49
- | `navigate_regenerate_previews_setup` | navigate | — | — | — |
50
- | `gap_no_api_regenerate_previews` | — | — | — | — |
51
-
52
- ### Read operations
53
-
54
- #### `list_RegeneratePreview_1`
55
-
56
- DO NOT CALL. Targets a fabricated `RegeneratePreview` Tooling
57
- sObject that does not exist on Salesforce: live-org SOQL returns
58
- 400 INVALID_TYPE; tooling describe returns 404. The
59
- rendition-cache state has no API surface; admins use the Setup
60
- page at /lightning/setup/RegeneratePreviews/home instead.
61
-
62
- **Call:** `query.RegeneratePreview`
63
-
64
- #### `get_RegeneratePreview_1`
65
-
66
- DO NOT CALL. Targets a fabricated `RegeneratePreview` Tooling
67
- sObject. Tooling describe returns 404 on
68
- /sobjects/RegeneratePreview/describe. Use the Setup page at
69
- /lightning/setup/RegeneratePreviews/home.
70
-
71
- **Call:** `sobjects/RegeneratePreview/{id}`
72
-
73
- ### Write operations
74
-
75
- #### `create_RegeneratePreview_1`
76
-
77
- DO NOT CALL. Targets a fabricated `RegeneratePreview` Tooling
78
- sObject; entity does not exist. The underlying admin verb
79
- (delete cached ContentDocument renditions to force
80
- regeneration) is exposed only through the Setup UI URL method
81
- `getRenditionDeleteURL`. Direct admins to
82
- /lightning/setup/RegeneratePreviews/home.
83
-
84
- **Call:** `sobjects/RegeneratePreview`
85
-
86
- ### Other operations
87
-
88
- #### `navigate_regenerate_previews_setup`
89
-
90
- Open the Regenerate Previews Setup page. The admin clicks the
91
- page action there to invalidate cached ContentDocument
92
- renditions; the platform regenerates them on next access.
93
-
94
- #### `gap_no_api_regenerate_previews`
@@ -1,254 +0,0 @@
1
- ---
2
- name: experience-sales-cloud-mab-configure
3
- description: "Use this skill when users want to configure the Sales Cloud mobile app builder for the Seller-Focused Experience — list, create, clone, update, and delete app configs and their per-object record home configs, assign profiles, and publish. Trigger when users mention sales, cloud, mab, sales cloud mab."
4
- metadata:
5
- version: "1.0"
6
- accessCheck: "MobileBuilder.userCanViewMobileBuilder"
7
- ---
8
-
9
- # Managing Sales Cloud Mab
10
-
11
- ## When to Use This Skill
12
-
13
- Configure the Sales Cloud mobile app builder for the Seller-Focused Experience — list, create, clone, update, and delete app configs and their per-object record home configs, assign profiles, and publish. Covers only the Seller-Focused operations of this shared builder; CAMA / Agentforce-action operations are explicitly out of scope (they route to a different service and belong to a separate SOR). DESTRUCTIVE: delete-app-config permanently removes an app config and all its record home configs, and delete-record-home-config removes a single object's record home config — both are unrecoverable, so confirm with the admin before invoking.
14
-
15
- ## Workflow
16
-
17
- Typical create flow: get-apps → create-app-config → get-entities → create-sc-record-home-config (one per object; this publishes) → assign-profiles.
18
-
19
- Sequencing constraint — assign-profiles: a profile can only be assigned to a published app config, and an app config with zero record home configs is never published. So always create at least one record home config (via create-sc-record-home-config, which publishes internally) before calling assign-profiles. The backend does not enforce this; the agent must, to match what the admin UI allows.
20
-
21
- Reuse appId from get-apps output across all downstream steps that need an app reference. For create-sc-record-home-config, source objectApiName (the value) and objectName (the display text) from get-entities. API Name for create/clone is normally derived from the App Name label (no special characters, no whitespace, no consecutive underscores; must be unique among existing app configs) — don't prompt the user for it separately. contentTypeFqn is not used by this builder; omit it.
22
-
23
- Reuse experienceContainerId and the other fields from get-profile-assignments output when calling assign-profiles — read existing values and reuse them.
24
-
25
- Verify-after-write: after create / clone / delete-app-config → re-read get-apps (presence/absence of the appId); after update-app-config → get-apps and check the label changed (NOT state); after create / delete-sc-record-home-config → get-sc-record-home-config-summary; after assign-profiles → get-profile-assignments; after publish-experience-metadata → get-apps and check lastPublished advanced (NOT state).
26
-
27
- Backend mechanics and constraints:
28
- - Content type: this builder serves the experience__scmabRecordHome content type.
29
- - Two-stage model: (1) top-level app configuration — an Experience Container created with an App Name and an API Name; a newly created app config is empty and unpublished. (2) per-object record home configurations — within an app config, create one record home page layout per object (e.g. Account, Contact). Creating a record home config publishes the app metadata as a side effect, so publish-experience-metadata is usually redundant in normal flows.
30
- - appType is constrained to Scma for this SOR — a single valid value, not a multi-option enum.
31
- - Dispatch: all operations dispatch through a shared internal UI controller via /headless/invoke/platform/sales-cloud-mab/.... This controller is shared across all six Mobile Builder flavors; only the Seller-Focused operations are in scope for this SOR.
32
- - Operation inventory: list app configs (get-apps), create / clone / update / delete app configs, list / create / delete per-object record home configs, list available objects (get-entities), assign profiles, and publish.
33
- - Deletion detail: delete-app-config unassigns any assigned profiles first, then permanently removes the app config and all its record home configs; delete-record-home-config removes a single object's record home config. Both are unrecoverable.
34
- - Do NOT rely on the state field returned by get-apps — it is hardcoded to DRAFT. Determine published status from the lastPublished timestamp instead.
35
-
36
- ## Critical Constraints
37
-
38
- **Preconditions:**
39
-
40
- - User must have MobileBuilder ViewMobileBuilder access (check: `Mobile App Builder access`)
41
- - (precondition) (check: `Mobile App Builder access`)
42
-
43
- **Destructive operations — require explicit user confirmation:**
44
-
45
- - **`delete-record-home-config`** — Delete a single object's record home configuration from an app config. Takes appId and contentKey. DESTRUCTIVE and unrecoverable. Confirm with admin before invoking. Verify via get-sc-record-home-config-summary (contentKey should be absent).
46
- - Rollback: No automatic rollback.
47
- - **`delete-app-config`** — Delete a top-level SCMA app and all its record-home configs via the Applications Connect API
48
- (POST /services/data/v67.0/applications/delete/{appIdOrDevName}). Identify the app by id (8sa...)
49
- or developerName in the path; appType is NOT in the URL (resolved from the stored container).
50
- Empty body. DESTRUCTIVE and unrecoverable — confirm with admin before invoking. Returns
51
- {deletedExperienceContainerId, status:DELETED}. Verify via get-apps (appId absent).
52
- - Rollback: No automatic rollback.
53
-
54
- ## Operations Reference
55
-
56
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
57
-
58
- ### Summary
59
-
60
- | Operation | Purpose | Status | Call | Depends on |
61
- |-----------|---------|--------|------|------------|
62
- | `get-apps` | read | proposed | `GET /headless/invoke/platform/sales-cloud-mab` | — |
63
- | `get-apps-and-guardrails-info` | read | proposed | `GET /headless/invoke/platform/sales-cloud-mab/get-apps-and-guadrails-info` | — |
64
- | `get-profile-assignments` | read | proposed | `GET /headless/invoke/platform/sales-cloud-mab/get-profile-assignments` | — |
65
- | `assign-profiles` | write | proposed | `PATCH /headless/invoke/platform/sales-cloud-mab/assign-profiles` | `create-sc-record-home-config` |
66
- | `update-app-config` | write | proposed | `POST /services/data/v67.0/applications/update/{appIdOrDevName}/Scma` | — |
67
- | `get-sc-record-home-config-summary` | read | proposed | `GET /headless/invoke/platform/sales-cloud-mab/get-sc-record-home-config-summary` | — |
68
- | `delete-record-home-config` | delete | proposed | `DELETE /headless/invoke/platform/sales-cloud-mab/delete-record-home-config` | — |
69
- | `create-sc-record-home-config` | write | proposed | `PATCH /headless/invoke/platform/sales-cloud-mab/create-sc-record-home-config` | — |
70
- | `create-app-config` | write | proposed | `POST /services/data/v67.0/applications/create/Scma` | — |
71
- | `get-variant-id` | read | implemented | `GET /headless/invoke/platform/sales-cloud-mab/get-variant-id` | — |
72
- | `publish-experience-metadata` | write | proposed | `PATCH /headless/invoke/platform/sales-cloud-mab/publish-experience-metadata` | — |
73
- | `get-entities` | read | implemented | `GET /headless/invoke/platform/sales-cloud-mab/get-entities` | — |
74
- | `clone-app-config` | write | proposed | `PATCH /headless/invoke/platform/sales-cloud-mab/clone-app-config` | — |
75
- | `delete-app-config` | delete | proposed | `POST /services/data/v67.0/applications/delete/{appIdOrDevName}` | — |
76
-
77
- ### Read operations
78
-
79
- #### `get-apps`
80
-
81
- List all Seller-Focused app configurations (Experience Containers) of type Scma. Returns appId, apiName, appName (label), state (always DRAFT — ignore it), lastPublished timestamp (the real publish indicator), and profile assignments. Use this to enumerate existing configs or verify create/update/delete operations.
82
-
83
- **Call:** `GET /headless/invoke/platform/sales-cloud-mab` — status: `proposed`
84
-
85
- **Inputs:**
86
-
87
- - `appType` *(`String`)*
88
-
89
- #### `get-apps-and-guardrails-info`
90
-
91
- List app configurations with additional guardrails metadata. Returns the same core fields as get-apps plus guardrails-specific info. Most flows use get-apps; use this when you need guardrails context.
92
-
93
- **Call:** `GET /headless/invoke/platform/sales-cloud-mab/get-apps-and-guadrails-info` — status: `proposed`
94
-
95
- **Inputs:**
96
-
97
- - `appType` *(`String`)*
98
-
99
- #### `get-profile-assignments`
100
-
101
- List profile assignment possibilities for Seller-Focused apps. Returns all profiles in the org with their current assignment state (experienceContainerProfileAssignmentId is non-null if assigned). Use before assign-profiles to read current state.
102
-
103
- **Call:** `GET /headless/invoke/platform/sales-cloud-mab/get-profile-assignments` — status: `proposed`
104
-
105
- **Inputs:**
106
-
107
- - `appType` *(`String`)*
108
-
109
- #### `get-sc-record-home-config-summary`
110
-
111
- List record home configurations within an app config. Takes appId. Returns one entry per object (objectApiName, contentKey, objectName). Use to enumerate existing object configs or verify create/delete-record-home-config.
112
-
113
- **Call:** `GET /headless/invoke/platform/sales-cloud-mab/get-sc-record-home-config-summary` — status: `proposed`
114
-
115
- **Inputs:**
116
-
117
- - `appId` *(`String`)*
118
-
119
- #### `get-variant-id`
120
-
121
- Get the variant ID for an app config. Takes appId. Returns the variant identifier. Used internally by the UI; most agent flows don't need this.
122
-
123
- **Call:** `GET /headless/invoke/platform/sales-cloud-mab/get-variant-id` — status: `implemented`
124
-
125
- **Inputs:**
126
-
127
- - `appId` *(`String`)*
128
-
129
- #### `get-entities`
130
-
131
- List available objects (entities) that can have record home configurations. Returns value (objectApiName) and text (objectName display label). Use before create-sc-record-home-config to source objectApiName and objectName.
132
-
133
- **Call:** `GET /headless/invoke/platform/sales-cloud-mab/get-entities` — status: `implemented`
134
-
135
- ### Write operations
136
-
137
- #### `assign-profiles`
138
-
139
- Assign or unassign profiles to/from an app config. Takes profileAssignments (a list of assignment records with profileId, experienceContainerId, and experienceContainerProfileAssignmentId). Read current state via get-profile-assignments first, modify the list, then send. SEQUENCING: can only assign to a published app config (one with ≥1 record home config).
140
-
141
- **Call:** `PATCH /headless/invoke/platform/sales-cloud-mab/assign-profiles` — status: `proposed`
142
-
143
- **Inputs:**
144
-
145
- - `profileAssignments` *(`List<Map<String, Object>>`)* — Value for profile assignments.
146
-
147
- **Depends on:** `create-sc-record-home-config`
148
-
149
- #### `update-app-config`
150
-
151
- Update a Seller-Focused (SCMA) app via the Applications Connect API
152
- (POST /services/data/v67.0/applications/update/{appIdOrDevName}/Scma). STAGE 2 of the two-stage
153
- model: this is where the per-object record-home layouts are set, via contents.experience__scmabRecordHome
154
- (a list of per-object entries — objectApiName, objectName, sfdc_cms:title, and an sfdc_cms:block tree).
155
- Can also update the label. Identify the app by id (8sa...) or developerName in the path. All body
156
- fields optional; contents items WITH an id are updated, WITHOUT an id are created; deleteResourceIds
157
- removes resources. Returns 201 {status:DRAFT, created/updated/deletedResourceIds}.
158
-
159
- BLOCK-TREE RULES (record-home layout): two parent containers —
160
- experience/scmabRecordHomeFixedContainer and experience/scmabRecordHomeContainer.
161
- - FixedContainer allows ONLY: scmabHighlights, scmabActions, scmabStackedTabs — and scmabStackedTabs
162
- MUST be last.
163
- - scmabStackedTabs may instead live in scmabRecordHomeContainer, but there must be NO duplicate (at
164
- most one across both containers).
165
- - RecordHomeContainer allows ONLY: scmabActivityTimeline, scmabPath, scmabRelatedList — in any order.
166
-
167
- **Call:** `POST /services/data/v67.0/applications/update/{appIdOrDevName}/Scma` — status: `proposed`
168
-
169
- **Inputs:**
170
-
171
- - `appType` *(`String`)* — Value for the app type field.
172
- - `label` *(`String`)* — Value for the label field.
173
- - `appId` *(`String`)* — Id of the app.
174
-
175
- #### `create-sc-record-home-config`
176
-
177
- Create a record home page layout for one object within an app config. Takes appId, objectApiName, and objectName (source both from get-entities). PUBLISHES INTERNALLY — after this succeeds, the app's lastPublished timestamp advances. Verify via get-sc-record-home-config-summary (new objectApiName/contentKey present).
178
-
179
- **Call:** `PATCH /headless/invoke/platform/sales-cloud-mab/create-sc-record-home-config` — status: `proposed`
180
-
181
- **Inputs:**
182
-
183
- - `appId` *(`String`)* — Id of the app.
184
- - `objectApiName` *(`String`)* — Name of the object api.
185
- - `objectName` *(`String`)* — Name of the object.
186
-
187
- #### `create-app-config`
188
-
189
- Create a new top-level Seller-Focused (SCMA) app configuration via the Applications Connect API
190
- (POST /services/data/v67.0/applications/create/Scma). STAGE 1 of the two-stage model: body is
191
- developerName + label + minimal contents {experience__scmaECDefinition: [{}]}. Returns 201
192
- {id, name, type:Scma, isPublished:false}; the id is the experienceContainerId used by the update
193
- step (STAGE 2, which adds the per-object record-home layouts) and by delete. New configs are empty
194
- (0 record-home configs) and unpublished. Verify via get-apps (new appId/name present).
195
-
196
- **Call:** `POST /services/data/v67.0/applications/create/Scma` — status: `proposed`
197
-
198
- **Inputs:**
199
-
200
- - `appType` *(`String`)* — Value for the app type field.
201
- - `label` *(`String`)* — Value for the label field.
202
- - `apiName` *(`String`)* — Name of the api.
203
- - `contentTypeFqn` *(`String`)* — Value for the content type fqn field.
204
-
205
- #### `publish-experience-metadata`
206
-
207
- Publish an app config's metadata. Takes appId. This operation is somewhat redundant in normal flows — create-sc-record-home-config already publishes internally. Use when you need explicit publish without adding an object config. Verify via get-apps (lastPublished timestamp advanced; not state).
208
-
209
- **Call:** `PATCH /headless/invoke/platform/sales-cloud-mab/publish-experience-metadata` — status: `proposed`
210
-
211
- **Inputs:**
212
-
213
- - `appId` *(`String`)* — Id of the app.
214
-
215
- #### `clone-app-config`
216
-
217
- Clone an existing app config. Takes appType (Scma), the source appId, new label, and new apiName (derive from label). Creates a new app config with the same record home configs as the source. If the source has ≥1 object config, the clone is published immediately. Verify via get-apps (cloned appId/apiName present).
218
-
219
- **Call:** `PATCH /headless/invoke/platform/sales-cloud-mab/clone-app-config` — status: `proposed`
220
-
221
- **Inputs:**
222
-
223
- - `appType` *(`String`)* — Value for the app type field.
224
- - `label` *(`String`)* — Value for the label field.
225
- - `apiName` *(`String`)* — Name of the api.
226
- - `appId` *(`String`)* — Id of the app.
227
-
228
- ### Destructive operations
229
-
230
- #### `delete-record-home-config`
231
-
232
- Delete a single object's record home configuration from an app config. Takes appId and contentKey. DESTRUCTIVE and unrecoverable. Confirm with admin before invoking. Verify via get-sc-record-home-config-summary (contentKey should be absent).
233
-
234
- **Call:** `DELETE /headless/invoke/platform/sales-cloud-mab/delete-record-home-config` — status: `proposed`
235
-
236
- **Inputs:**
237
-
238
- - `appId` *(`String`)*
239
- - `contentKey` *(`String`)*
240
-
241
- #### `delete-app-config`
242
-
243
- Delete a top-level SCMA app and all its record-home configs via the Applications Connect API
244
- (POST /services/data/v67.0/applications/delete/{appIdOrDevName}). Identify the app by id (8sa...)
245
- or developerName in the path; appType is NOT in the URL (resolved from the stored container).
246
- Empty body. DESTRUCTIVE and unrecoverable — confirm with admin before invoking. Returns
247
- {deletedExperienceContainerId, status:DELETED}. Verify via get-apps (appId absent).
248
-
249
- **Call:** `POST /services/data/v67.0/applications/delete/{appIdOrDevName}` — status: `proposed`
250
-
251
- **Inputs:**
252
-
253
- - `appType` *(`String`)*
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- - `appId` *(`String`)*
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- ---
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- name: experience-schema-builder-open
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- description: "Use this skill when users want to schema Builder is a UI-only Setup page that visualizes the org's data model (objects, fields, relationships). Trigger when users mention schema, builder, schema builder."
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- metadata:
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- version: "1.0"
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- ---
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-
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- # Querying Schema Builder
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-
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- ## When to Use This Skill
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- Schema Builder is a UI-only Setup page that visualizes the org's data model (objects, fields, relationships). No public Connect/Tooling/Metadata API exposes this visualization; the underlying schema CRUD lives in peer SORs (CustomObjects, CustomFields). Open view_url for manual use. Requires Customize Application permission.
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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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- - The running user must have the Customize Application permission; Schema Builder access is gated on it. (check: `The running user has the Customize Application permission.`)
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- - Setup UI must not be restricted for the running user (a license-restricted Setup UI suppresses Schema Builder). (check: `Setup UI is not restricted for the running user.`)
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- - The running user must not be a delegated administrator acting in system-administrator mode; the access gate denies Schema Builder access while that mode is active. (check: `The running user is not a delegated administrator acting in system-administrator mode.`)
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-
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- ## Operations Reference
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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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- | `view_SchemaBuilder_1` | read | — | `SchemaBuilder.view` | — |
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-
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- ### Read operations
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- #### `view_SchemaBuilder_1`
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- Open the Schema Builder app at view_url for manual use. The same URL is also returned by the Aura helper getSchemaBuilderUrl (GET /headless/invoke/platform/objectmanager-setup/schema-builder-link/get-schema-builder-url) — calling it just round-trips the value already in view_url, so this step prefers the static value.
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- **Call:** `SchemaBuilder.view`