@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
  256. package/skills/fsc-digital-origination-pricing-setup-coordinate/SKILL.md +0 -336
  257. package/skills/fsc-digital-origination-pricing-setup-data-foundation-create/SKILL.md +0 -208
  258. package/skills/fsc-digital-origination-pricing-setup-procedure-create/SKILL.md +0 -375
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  261. package/skills/fsc-digital-origination-sample-data-create/SKILL.md +0 -206
  262. package/skills/fsc-document-checklist-settings-configure/SKILL.md +0 -57
  263. package/skills/fsc-flexible-hierarchy-configure/SKILL.md +0 -148
  264. package/skills/fsc-flexible-hierarchy-foundation-configure/SKILL.md +0 -1430
  265. package/skills/fsc-flexible-hierarchy-graph-config-create/SKILL.md +0 -471
  266. package/skills/fsc-flexible-hierarchy-rule-based-graph-deploy/SKILL.md +0 -429
  267. package/skills/fsc-pricing-product-configurator-configure/SKILL.md +0 -150
  268. package/skills/fsc-pricing-salesforce-omnistudio-switch/SKILL.md +0 -123
  269. package/skills/fsc-product-act2-catalog-categories-create/SKILL.md +0 -82
  270. package/skills/fsc-product-act3-attributes-create/SKILL.md +0 -249
  271. package/skills/fsc-product-act4-classification-assignment-create/SKILL.md +0 -196
  272. package/skills/fsc-product-act5-considerations-get/SKILL.md +0 -44
  273. package/skills/fsc-stage-management-apex-flow-deploy/SKILL.md +0 -384
  274. package/skills/fsc-stage-management-compliant-data-sharing-configure/SKILL.md +0 -144
  275. package/skills/fsc-stage-management-decision-matrices-create/SKILL.md +0 -107
  276. package/skills/fsc-stage-management-definition-assignments-create/SKILL.md +0 -189
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  278. package/skills/fsc-stage-management-permissions-assign/SKILL.md +0 -143
  279. package/skills/fsc-stage-management-transitions-configure/SKILL.md +0 -139
  280. package/skills/health-cloud-appt-booking-config-configure/SKILL.md +0 -135
  281. package/skills/health-cloud-appt-booking-url-config-configure/SKILL.md +0 -134
  282. package/skills/health-cloud-care-provider-affl-role-config-configure/SKILL.md +0 -136
  283. package/skills/health-cloud-care-provider-search-config-configure/SKILL.md +0 -134
  284. package/skills/health-cloud-care-requests-create/SKILL.md +0 -178
  285. package/skills/health-cloud-initial-configure/SKILL.md +0 -511
  286. package/skills/health-cloud-patient-appointment-scheduling-configure/SKILL.md +0 -1374
  287. package/skills/health-cloud-provider-search-settings-configure/SKILL.md +0 -924
  288. package/skills/health-cloud-referral-management-coordinate/SKILL.md +0 -513
  289. package/skills/health-cloud-timeline-configure/SKILL.md +0 -622
  290. package/skills/health-cloud-virtual-visit-config-configure/SKILL.md +0 -135
  291. package/skills/industries-account-score-settings-query/SKILL.md +0 -78
  292. package/skills/industries-actionable-list-data-sources-dmo-configure/SKILL.md +0 -177
  293. package/skills/industries-ad-product-availability-search/SKILL.md +0 -399
  294. package/skills/industries-advanced-account-forecast-settings-configure/SKILL.md +0 -628
  295. package/skills/industries-advanced-therapy-management-settings-configure/SKILL.md +0 -73
  296. package/skills/industries-atm-settings-starter-configure/SKILL.md +0 -76
  297. package/skills/industries-batch-document-ai-configure/SKILL.md +0 -196
  298. package/skills/industries-behavioral-health-app-settings-configure/SKILL.md +0 -71
  299. package/skills/industries-branch-management-settings-configure/SKILL.md +0 -89
  300. package/skills/industries-bre-decision-table-access-configure/SKILL.md +0 -367
  301. package/skills/industries-brokerage-settings-configure/SKILL.md +0 -41
  302. package/skills/industries-calendar-sync-settings-configure/SKILL.md +0 -89
  303. package/skills/industries-care-request-settings-configure/SKILL.md +0 -218
  304. package/skills/industries-case-management-intelligence-settings-configure/SKILL.md +0 -54
  305. package/skills/industries-catalog-process-attributes-products-configure/SKILL.md +0 -380
  306. package/skills/industries-catalog-process-fulfillment-configure/SKILL.md +0 -216
  307. package/skills/industries-catalog-process-intake-configure/SKILL.md +0 -219
  308. package/skills/industries-catalog-process-knowledge-configure/SKILL.md +0 -153
  309. package/skills/industries-catalog-process-preprocessor-configure/SKILL.md +0 -168
  310. package/skills/industries-cds-general-settings-configure/SKILL.md +0 -69
  311. package/skills/industries-claim-financial-settings-configure/SKILL.md +0 -169
  312. package/skills/industries-clinical-data-model-settings-configure/SKILL.md +0 -136
  313. package/skills/industries-clinical-data-model-settings-starter-configure/SKILL.md +0 -105
  314. package/skills/industries-collection-plan-settings-configure/SKILL.md +0 -132
  315. package/skills/industries-comms-service-console-settings-configure/SKILL.md +0 -159
  316. package/skills/industries-compliance-configure/SKILL.md +0 -102
  317. package/skills/industries-compliance-document-extraction-setup-configure/SKILL.md +0 -76
  318. package/skills/industries-contact-center-app-layout-configure/SKILL.md +0 -88
  319. package/skills/industries-contact-center-components-configure/SKILL.md +0 -96
  320. package/skills/industries-contact-center-path-knowledge-configure/SKILL.md +0 -95
  321. package/skills/industries-contact-center-user-access-assign/SKILL.md +0 -96
  322. package/skills/industries-course-waitlist-config-configure/SKILL.md +0 -162
  323. package/skills/industries-crisis-center-settings-configure/SKILL.md +0 -84
  324. package/skills/industries-custom-object-settings-configure/SKILL.md +0 -94
  325. package/skills/industries-data-cloud-integration-configure/SKILL.md +0 -88
  326. package/skills/industries-data-space-feature-mappings-configure/SKILL.md +0 -245
  327. package/skills/industries-decision-matrix-builder-configure/SKILL.md +0 -78
  328. package/skills/industries-decision-table-hbase-configure/SKILL.md +0 -87
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  330. package/skills/industries-decision-tables-builder-configure/SKILL.md +0 -253
  331. package/skills/industries-decision-tables-configure/SKILL.md +0 -439
  332. package/skills/industries-energy-utilities-configure/SKILL.md +0 -251
  333. package/skills/industries-eu-cloud-multisite-configure/SKILL.md +0 -1008
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  336. package/skills/industries-expression-set-message-token-configure/SKILL.md +0 -135
  337. package/skills/industries-field-service-settings-configure/SKILL.md +0 -82
  338. package/skills/industries-form-framework-settings-configure/SKILL.md +0 -30
  339. package/skills/industries-fsc-ai-settings-configure/SKILL.md +0 -57
  340. package/skills/industries-fsc-association-engine-settings-configure/SKILL.md +0 -172
  341. package/skills/industries-fsc-b2b-settings-configure/SKILL.md +0 -61
  342. package/skills/industries-fsc-insurance-settings-configure/SKILL.md +0 -58
  343. package/skills/industries-fsc-visa-fulfillment-setup-configure/SKILL.md +0 -103
  344. package/skills/industries-fsc-wealth-agent-settings-configure/SKILL.md +0 -117
  345. package/skills/industries-fsc-wealth-settings-configure/SKILL.md +0 -99
  346. package/skills/industries-fundraising-gift-entry-settings-configure/SKILL.md +0 -120
  347. package/skills/industries-fundraising-rfm-configure/SKILL.md +0 -128
  348. package/skills/industries-fundraising-settings-configure/SKILL.md +0 -145
  349. package/skills/industries-fundraising-source-code-gen-configure/SKILL.md +0 -299
  350. package/skills/industries-google-maps-api-key-settings-configure/SKILL.md +0 -87
  351. package/skills/industries-grantmaking-intelligence-settings-open/SKILL.md +0 -58
  352. package/skills/industries-hc-score-category-settings-configure/SKILL.md +0 -167
  353. package/skills/industries-health-engagement-settings-configure/SKILL.md +0 -218
  354. package/skills/industries-home-health-agentforce-setup-configure/SKILL.md +0 -131
  355. package/skills/industries-home-health-bundling-policy-create/SKILL.md +0 -50
  356. package/skills/industries-home-health-entity-labels-configure/SKILL.md +0 -29
  357. package/skills/industries-home-health-fsl-package-deploy/SKILL.md +0 -71
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  363. package/skills/industries-home-health-licenses-assign/SKILL.md +0 -27
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  365. package/skills/industries-home-health-scheduling-policy-create/SKILL.md +0 -41
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  376. package/skills/marketing-e360-email-archiving-configure/SKILL.md +0 -73
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  378. package/skills/platform-label-workbench-import-create/SKILL.md +0 -67
  379. package/skills/platform-privacy-agent-settings-configure/SKILL.md +0 -752
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1
- ---
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- name: experience-simple-record-home-configure
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- description: "Use this skill when users want to setup-page controller for Simple Record Home — three org-wide preferences (master enable; Related-List vs Activities-Timeline view; Multi-User Live Records), plus a composite `getInitData` read that returns the activities-view enum and the provisioning gates. Trigger when users mention simple, record, home, simple record home."
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- metadata:
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- version: "1.0"
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- ---
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-
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- # Managing Simple Record Home
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-
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- ## When to Use This Skill
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-
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- Setup-page controller for Simple Record Home — three org-wide preferences (master enable; Related-List vs Activities-Timeline view; Multi-User Live Records), plus a composite `getInitData` read that returns the activities-view enum and the provisioning gates. The canonical authoring surface differs per write: master-enable and related-list-view are declarative Metadata `RecordPageSettings` fields — prefer a Metadata deploy over the Aura toggle to persist them org-wide; Multi-User Live Records has no declarative equivalent, so its Aura toggle is canonical. All Aura steps stay dispatchable (and are the only surface on dispatcher-only orgs). See each step for the org-pref name, its `RecordPageSettings` field where one exists, the provisioning gate, and read-back guidance.
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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 `handleSimpleRecordHomeToggle_1`: call `verify-handleSimpleRecordHomeToggle_1` (`GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data`)
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- - After `handleActivitiesToggle_1`: call `verify-handleActivitiesToggle_1` (`GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data`)
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- - After `handleMultiUserLiveRecordsToggle_1`: call `verify-handleMultiUserLiveRecordsToggle_1` (`GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data`)
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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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- | `getInitData_1` | read | — | `GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data` | — |
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- | `handleSimpleRecordHomeToggle_1` | write | — | `PATCH /headless/invoke/platform/force/simple-record-home-setup-page/handle-simple-record-home-toggle` | — |
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- | `handleActivitiesToggle_1` | write | — | `PATCH /headless/invoke/platform/force/simple-record-home-setup-page/handle-activities-toggle` | — |
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- | `handleMultiUserLiveRecordsToggle_1` | write | — | `PATCH /headless/invoke/platform/force/simple-record-home-setup-page/handle-multi-user-live-records-toggle` | — |
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- | `verify-handleSimpleRecordHomeToggle_1` | verify | — | `GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data` | `handleSimpleRecordHomeToggle_1` |
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- | `verify-handleActivitiesToggle_1` | verify | — | `GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data` | `handleActivitiesToggle_1` |
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- | `verify-handleMultiUserLiveRecordsToggle_1` | verify | — | `GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data` | `handleMultiUserLiveRecordsToggle_1` |
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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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- getInitData_1["getInitData_1 (read)"]
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- handleSimpleRecordHomeToggle_1["handleSimpleRecordHomeToggle_1 (write)"]
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- handleActivitiesToggle_1["handleActivitiesToggle_1 (write)"]
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- handleMultiUserLiveRecordsToggle_1["handleMultiUserLiveRecordsToggle_1 (write)"]
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- verify_handleSimpleRecordHomeToggle_1["verify-handleSimpleRecordHomeToggle_1 (verify)"]
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- verify_handleActivitiesToggle_1["verify-handleActivitiesToggle_1 (verify)"]
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- verify_handleMultiUserLiveRecordsToggle_1["verify-handleMultiUserLiveRecordsToggle_1 (verify)"]
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- handleSimpleRecordHomeToggle_1 --> verify_handleSimpleRecordHomeToggle_1
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- handleActivitiesToggle_1 --> verify_handleActivitiesToggle_1
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- handleMultiUserLiveRecordsToggle_1 --> verify_handleMultiUserLiveRecordsToggle_1
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- ```
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-
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- ### Read operations
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-
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- #### `getInitData_1`
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-
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- Reads the Simple Record Home Setup page state. Requires Customize Application; returns null otherwise. Observed body on a fresh (non-provisioned) org carries four fields: `isEacEnabled`, `isLexEnabled`, `recordHomeActivitiesDisplaySetting` (enum: `TIMELINE` | `RELATED_LIST`), and `recordHomeActivitiesDisplayOptions` (radio-option label list). Additional fields (`isSRHAllowed`, `isMultiUserLiveRecordsAllowed`, and the three persisted-preference booleans `isSimpleRecordHomeEnabled` / `isRelatedListEnabled` / `isMultiUserLiveRecordsEnabled`) are provisioning-conditional — they surface once SRH is enabled for the org. AURA-IS-CANONICAL — the composite response cannot be reconstructed from a raw persistence read.
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-
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- **Call:** `GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data`
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-
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- ### Write operations
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-
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- #### `handleSimpleRecordHomeToggle_1`
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-
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- PATCH the org-wide SRH master-enable preference (org-pref `SRHSimpleRecordHomeEnabled`). Requires Customize Application AND the `SRHSimpleRecordHomeAllowed` provisioning gate (surfaced as `isSRHAllowed` in `getInitData_1`). CANONICAL SURFACE: this preference maps to a declarative Metadata field — `RecordPageSettings.enableFullRecordView` — so to persist it org-wide, deploy `RecordPageSettings` via the Metadata API. This Aura toggle is NOT the canonical authoring surface — it stays callable (and is the only surface wired on dispatcher-only orgs), but the generic org-preference Connect endpoint (`PATCH /services/data/vXX/setup/org/preferences/{name}`) does NOT accept this pref (allowlist-gated → 404). The response body echoes the caller-supplied `toggleValue` rather than a persistence outcome — chain `verify-handleSimpleRecordHomeToggle_1` and read `isSimpleRecordHomeEnabled` for the authoritative read-back (absent on non-provisioned orgs).
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-
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- **Call:** `PATCH /headless/invoke/platform/force/simple-record-home-setup-page/handle-simple-record-home-toggle`
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-
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- #### `handleActivitiesToggle_1`
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-
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- Sets the Related-List vs Activities-Timeline preference (org-pref `SRHRelatedListViewEnabled`). `toggleValue: true` selects the Related-List view; `toggleValue: false` selects the Activities Timeline. Requires Customize Application and that Einstein Activity Capture is OFF (EAC forces Timeline; the call returns `false` while EAC is on). CANONICAL SURFACE: this preference maps to a declarative Metadata field — `RecordPageSettings.enableActivityRelatedList` — so deploy `RecordPageSettings` via the Metadata API to persist org config. This Aura toggle is NOT the canonical authoring surface (the generic org-preference Connect endpoint does not accept it — 404, allowlist-gated) but stays callable for driving the Setup page / dispatcher-only orgs. Request-body contract is permissive: a missing body, an unknown field, or a wrong-typed `toggleValue` all silently coerce to `false` and process as a write — construct the body carefully, no client-facing validation error surfaces. Chain `verify-handleActivitiesToggle_1` and read `recordHomeActivitiesDisplaySetting` (`TIMELINE` | `RELATED_LIST`) for the authoritative read-back.
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-
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- **Call:** `PATCH /headless/invoke/platform/force/simple-record-home-setup-page/handle-activities-toggle`
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-
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- #### `handleMultiUserLiveRecordsToggle_1`
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-
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- PATCH the multi-user-live-records org preference (org-pref `MultiUserLiveRecords`). Requires Customize Application AND the `isMultiUserLiveRecordsAllowed` provisioning gate (surfaced from `getInitData_1`; gated by `RecordInvalidationEnabled`). CANONICAL SURFACE: unlike the other two SRH writes, this preference has NO declarative/Metadata equivalent — it is not exposed as a `RecordPageSettings` field, and the generic org-preference Connect endpoint does not accept it (404, allowlist-gated). This Aura toggle is therefore the canonical programmatic surface for this preference. The response body echoes the caller-supplied `toggleValue` rather than a persistence outcome — chain `verify-handleMultiUserLiveRecordsToggle_1` and read `isMultiUserLiveRecordsEnabled` for the authoritative read-back (absent on non-provisioned orgs).
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-
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- **Call:** `PATCH /headless/invoke/platform/force/simple-record-home-setup-page/handle-multi-user-live-records-toggle`
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-
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- ### Verify operations
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-
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- #### `verify-handleSimpleRecordHomeToggle_1`
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-
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- Re-reads the Setup-page Model after `handleSimpleRecordHomeToggle_1` to confirm the master SRH preference persisted. Same underlying operation as `getInitData_1`; the persisted value surfaces as `isSimpleRecordHomeEnabled` in the response only once SRH is provisioned for the org.
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-
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- **Call:** `GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data`
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-
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- **Depends on:** `handleSimpleRecordHomeToggle_1`
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-
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- #### `verify-handleActivitiesToggle_1`
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-
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- Re-reads the Setup-page Model after `handleActivitiesToggle_1` to confirm the activities-view preference persisted. The persisted value surfaces as `recordHomeActivitiesDisplaySetting` (`TIMELINE` | `RELATED_LIST`) — the enum is observable on every org (unlike the provisioning-conditional booleans).
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-
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- **Call:** `GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data`
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-
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- **Depends on:** `handleActivitiesToggle_1`
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-
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- #### `verify-handleMultiUserLiveRecordsToggle_1`
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-
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- Re-reads the Setup-page Model after `handleMultiUserLiveRecordsToggle_1` to confirm the multi-user-live-records preference persisted. The persisted value surfaces as `isMultiUserLiveRecordsEnabled` in the response only once SRH is provisioned; a non-provisioned org will not surface this field.
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-
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- **Call:** `GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data`
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-
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- **Depends on:** `handleMultiUserLiveRecordsToggle_1`
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-
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- ## Notes
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-
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- - **factory_gaps:** {'kind': 'extractor_bug', 'step_id': 'getInitData_1', 'observed': 'The base SOR emitted `GET /headless/invoke/platform/simple-record-home/get-init-data`; a live probe returned "No controller mapping" on the target org.', 'correct': 'GET /headless/invoke/platform/force/simple-record-home-setup-page/get-init-data — matches the pattern the three PATCH write steps already use.', 'scope': "The same emit affects the spec's four path keys (all under the wrong prefix). SOR path + spec path keys corrected via overlays; source fix belongs in the pipeline-v2 emitter."}, {'kind': 'probe_environment', 'symptom': '`/headless/metadata` returns "No controller mapping" on the dev org — the Metadata-API deploy surface is not routed there.', 'impact': "The canonical `RecordPageSettings` deploy (enableFullRecordView / enableActivityRelatedList) could not be exercised live on this org; the org-pref → RecordPageSettings mapping was instead confirmed from the platform's canonical metadata definition.", 'disposition': 'Bucket-III coverage_gap RESOLVED (see `/notes/coverage_gap`). Canonical declarative surface confirmed via Core for two of the three writes; AURA-IS-CANONICAL overturned for those two and retained only for multi-user-live-records (no declarative equivalent) + the getInitData composite read.'}
@@ -1,74 +0,0 @@
1
- ---
2
- name: experience-static-resources-configure
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- description: "Use this skill when users want to tooling sObject CRUD for StaticResource (UDD setup entity; Data API does not expose setup-entity records). Trigger when users mention static, resources, static resources."
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- metadata:
5
- version: "1.0"
6
- ---
7
-
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- # Managing Static Resources
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-
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- ## When to Use This Skill
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-
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- Tooling sObject CRUD for StaticResource (UDD setup entity; Data API does not expose setup-entity records). Holds binary or text assets (CSS, JS, images, archive bundles) addressable from Visualforce / LWC / Aura / community sites; CacheControl Public|Private gates cross-org/anonymous fetchability of the served URL. Tooling sObject is the canonical programmatic CRUD surface; Metadata API SOAP type StaticResource is the deploy/retrieve transport, not per-record CRUD. Image-only domain helpers under platform.interaction-builder (createImageStaticResource / getImageStaticResources) narrow content-type and orderBy. Customize Application user permission required to write.
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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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- - Caller needs the Customize Application user permission to write StaticResource records (standard gate for setup-entity writes; Tooling sObject CRUD enforces it). (check: `PermissionsCustomizeApplication`)
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- - API access on Tooling — UDD setup entity, Data API does not expose the StaticResource sObject.
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-
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- **Destructive operations — require explicit user confirmation:**
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-
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- - **`delete_StaticResource_1`** — Delete a StaticResource record by Id via the Tooling/sObject API. The {id} path parameter is the record Id.
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- - Rollback: No automatic rollback.
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-
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- ## Operations Reference
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-
28
- 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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-
32
- | Operation | Purpose | Status | Call | Depends on |
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- |-----------|---------|--------|------|------------|
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- | `list_StaticResource_1` | read | — | `query.StaticResource` | — |
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- | `get_StaticResource_1` | read | — | `sobjects/StaticResource/{id}` | — |
36
- | `create_StaticResource_1` | write | — | `sobjects/StaticResource` | — |
37
- | `update_StaticResource_1` | write | — | `sobjects/StaticResource/{id}` | — |
38
- | `delete_StaticResource_1` | delete | — | `sobjects/StaticResource/{id}` | — |
39
-
40
- ### Read operations
41
-
42
- #### `list_StaticResource_1`
43
-
44
- SOQL list via Tooling. {q} is the SOQL string, e.g. SELECT Id, Name, NamespacePrefix, ContentType, BodyLength, CacheControl, Description FROM StaticResource.
45
-
46
- **Call:** `query.StaticResource`
47
-
48
- #### `get_StaticResource_1`
49
-
50
- GET single StaticResource by Id via Tooling sObject. Returns the record envelope plus FullName and Metadata (cacheControl, contentType, description — the deploy-shape mirror).
51
-
52
- **Call:** `sobjects/StaticResource/{id}`
53
-
54
- ### Write operations
55
-
56
- #### `create_StaticResource_1`
57
-
58
- POST new StaticResource via Tooling sObject — Name, Body (base64 binary/text), ContentType (MIME), CacheControl (Public|Private gates served-URL public fetchability), Description. Image-only alternate platform.interaction-builder.createImageStaticResource defaults cacheControl=PRIVATE and surfaces DuplicateDeveloperNameException.
59
-
60
- **Call:** `sobjects/StaticResource`
61
-
62
- #### `update_StaticResource_1`
63
-
64
- Update a StaticResource record by Id via the Tooling/sObject API. The {id} path parameter is the record Id; body fields replace existing values.
65
-
66
- **Call:** `sobjects/StaticResource/{id}`
67
-
68
- ### Destructive operations
69
-
70
- #### `delete_StaticResource_1`
71
-
72
- Delete a StaticResource record by Id via the Tooling/sObject API. The {id} path parameter is the record Id.
73
-
74
- **Call:** `sobjects/StaticResource/{id}`
@@ -1,62 +0,0 @@
1
- ---
2
- name: field-service-setup-coordinate
3
- description: "Use this skill to set up Salesforce Field Service — Work Types, Skills, Service Territories, Operating Hours, Scheduling Policy, Work Rules, Service Objectives, Data Capture Forms, FSL mobile forms, Pre-Work Brief, Mobile Branding, or any FSL setup, enablement, or configuration request. Entry point that identifies what the user wants to configure and routes to the right sub-workflow: Foundation Setup, Scheduling Policy, Data Capture Forms, Pre-Work Brief, or Mobile Branding."
4
- metadata:
5
- version: "1.0"
6
- ---
7
-
8
- ## How It Works
9
-
10
- This skill is the entry point for all Field Service setup. It identifies what the user wants to configure and routes to the correct sub-skill. It does not perform setup work itself.
11
-
12
- ## Phase 1 — Identify and Confirm
13
-
14
- If the intent is unclear or generic, first establish what the user wants to set up before going further.
15
-
16
- Before routing to any workflow, always ask a brief confirmation question — never skip this step, even when intent is obvious or the user has already provided data. Adapt the question naturally to context:
17
-
18
- - For workflows with a design stage (Foundation Setup, Scheduling Policy, Data Capture Forms): the question should establish whether the user wants a guided design conversation or to proceed directly with data they already have.
19
- - For workflows without a design stage (Pre-Work Brief, Mobile Branding): confirm the user is ready before proceeding.
20
-
21
- One short question. Wait for the answer before delegating.
22
-
23
- ## Phase 2 — Route
24
-
25
- Match the user's intent semantically to a workflow and delegate to the sub-skill.
26
-
27
- | Workflow | Sub-skill | Note |
28
- |---|---|---|
29
- | **Foundation Setup** *(default)* | `sfs-setup-experience/sfs-foundation-setup-designer` → deploys via `sfs-sobject-create` | Always first; covers Work Types, Skills, Service Territories, Operating Hours |
30
- | Scheduling Policy | `sfs-setup-experience/sfs-scheduling-policy-designer` → deploys via `sfs-sobject-create` | Ask if Foundation is done; if not, offer it first |
31
- | Data Capture Forms | `sfs-mobile-core-experience/fs-data-capture-form-designer` → `fs-data-capture-form-deployer` | Ask if Foundation is done; if not, offer it first |
32
- | Pre-Work Brief | `sfs-frontline-ai/fs-prework-brief-deployer` | Ask if Foundation is done; if not, offer it first |
33
- | Mobile Branding | `sfs-mobile-core-experience/fs-mobile-branding` | Ask if Foundation is done; if not, offer it first |
34
-
35
- ## Conversational Tone
36
-
37
- - Announce each phase in one plain sentence before it begins — what's about to happen and why.
38
- - Never expose skill names, SOR IDs, or tool references to the user (no "sfs-foundation-setup-designer", "sfs-sobject-create", "dispatch"). Use plain labels: "Foundation Setup", "design interview", "creating your records".
39
-
40
- ## Key Principles
41
-
42
- - This skill routes — it never does setup work itself.
43
- - One workflow at a time; wait for explicit confirmation before the next.
44
- - If a requested area has no sub-skill yet, say so and ask if the user wants to proceed manually.
45
- - Never delegate to `sfs-sobject-create` directly — Foundation records must always go through `sfs-foundation-setup-designer` first.
46
-
47
- <!-- skill-validate: ignore-start -->
48
- <!-- codey:operations start -->
49
- ## Operations Reference
50
-
51
- Operations this skill uses — routing and dependency reference.
52
-
53
- | Operation | Purpose | Status | Call | Depends on |
54
- |-----------|---------|--------|------|------------|
55
- | `delegate-foundation-setup-designer` | delegate | — | → `sfs-setup-experience/sfs-foundation-setup-designer` | — |
56
- | `delegate-scheduling-policy-designer` | delegate | — | → `sfs-setup-experience/sfs-scheduling-policy-designer` | — |
57
- | `delegate-data-capture-form-designer` | delegate | — | → `sfs-mobile-core-experience/fs-data-capture-form-designer` | — |
58
- | `delegate-data-capture-form-deployer` | delegate | — | → `sfs-mobile-core-experience/fs-data-capture-form-deployer` | — |
59
- | `delegate-prework-brief-deployer` | delegate | — | → `sfs-frontline-ai/fs-prework-brief-deployer` | — |
60
- | `delegate-mobile-branding` | delegate | — | → `sfs-mobile-core-experience/fs-mobile-branding` | — |
61
- <!-- codey:operations end -->
62
- <!-- skill-validate: ignore-end -->
@@ -1,253 +0,0 @@
1
- ---
2
- name: field-service-work-plan-configure
3
- description: "Use this skill when users want to configure org-level Salesforce Field Service Work Plans settings and template-to-record custom field mappings. Trigger when users mention work, plan, settings, work plan settings."
4
- metadata:
5
- version: "1.0"
6
- accessCheck: "(FieldServiceAccessCheck.ORG_HAS_WORK_PLANS_GENERAL) || (FieldServiceAccessCheck.ORG_PERMISSION_FIELD_SERVICE) || (FieldServiceSettingAccessCheck.ORG_PERMISSION_WORK_PLANS_DURATION) || (OldAccessCheck.USER_HAS_CUSTOMIZE_APPLICATION_OR_SYS_ADMIN)"
7
- ---
8
-
9
- # Managing Work Plan Settings
10
-
11
- ## When to Use This Skill
12
-
13
- Configure org-level Salesforce Field Service Work Plans settings and
14
- template-to-record custom field mappings. Covers the auto-generation,
15
- manual-status-update, and hide-not-applicable toggles, the work-order
16
- duration source, and custom field mappings from Work Plan Template / Work
17
- Step Template / Work Plan Template Entry to the generated Work Plan and
18
- Work Step records. Use for Field Service Work Plans configuration and
19
- field mapping — NOT for unrelated "work", "plan", or "settings" requests
20
- outside Field Service Work Plans.
21
-
22
- ## Critical Constraints
23
-
24
- **Preconditions:**
25
-
26
- - Field Service feature must be enabled at the org level (FieldServiceAccessCheck.ORG_PERMISSION_FIELD_SERVICE). When off, getWorkPlansSettingsConfiguration short-circuits at the fieldServicePerm check and returns only fieldServicePerm + hasCustomizeApplicationPerm. (check: `FieldServiceAccessCheck.ORG_PERMISSION_FIELD_SERVICE`)
27
- - Work Plans General feature must be on at org level (FieldServiceAccessCheck.ORG_HAS_WORK_PLANS_GENERAL). hasAccess() AND-combines this with the Customize Application/Sys Admin perm; without it saveWorkPlansSettings throws NoAccessException. (check: `FieldServiceAccessCheck.ORG_HAS_WORK_PLANS_GENERAL`)
28
- - Customize Application permission OR System Administrator (OldAccessCheck.USER_HAS_CUSTOMIZE_APPLICATION_OR_SYS_ADMIN). Required by hasAccess(); save throws NoAccessException otherwise. (check: `OldAccessCheck.USER_HAS_CUSTOMIZE_APPLICATION_OR_SYS_ADMIN`)
29
- - workOrderDurationSource write additionally requires FieldServiceSettingAccessCheck.ORG_PERMISSION_WORK_PLANS_DURATION; without it the duration write is silently skipped (other toggles still persist). (check: `FieldServiceSettingAccessCheck.ORG_PERMISSION_WORK_PLANS_DURATION`)
30
-
31
- **Operational rules:**
32
-
33
- - WHAT WORK PLANS ARE
34
- Field Service Work Plans give front-line and back-office workers an
35
- ordered checklist of "work steps" on a Work Order (WO) or Work Order Line
36
- Item (WOLI), so jobs are completed consistently. The feature has a
37
- reusable "library" plus generated instances:
38
- - Work Step Template (WST): a reusable task (may carry a quick action or
39
- a Field Service mobile flow).
40
- - Work Plan Template (WPT): a reusable ordered list of steps.
41
- - Work Plan Template Entry (WPTE): a WST placed into a WPT.
42
- - Work Plan Selection Rule (WPSR): logic that picks which WPT(s) apply to
43
- a WO/WOLI (by work type, asset, location, service contract, etc.).
44
- NOTE: selection rules support STANDARD fields only.
45
- - Work Plan (WP) / Work Step (WS): the point-in-time instances generated
46
- onto the WO/WOLI from the templates (WP↔WS is master-detail).
47
- On WO/WOLI create, the WPSR is evaluated → the matching WPT + its WSTs are
48
- copied into a WP + WS set on the record.
49
- - SCOPE OF THIS SKILL
50
- This skill is the ORG-LEVEL Work Plans SETTINGS page (Setup → Work Plans).
51
- It owns: the three org toggles (auto-generation, manual work-step status
52
- update, hide-not-applicable), the work-order duration source, and the
53
- CUSTOM FIELD MAPPINGS. It does NOT create the library records or generate
54
- plans — see "broader feature" below.
55
- - CUSTOM FIELD MAPPING
56
- Standard fields are auto-mapped from templates to the generated records and
57
- CANNOT be changed (WPT→WP: Name, Description, Execution Order; WST/WPTE→WS:
58
- Action Definition, Action Type, Description, Execution Order, Name, Work
59
- Plan Execution Order). Custom field mapping lets an admin (Customize
60
- Application) carry CUSTOM template fields onto the generated WP/WS records —
61
- e.g. a procedures-doc URL, a compliance picklist, or a "mandatory" flag on a
62
- step. Three fixed mapping types: WorkPlanTemplate→WorkPlan,
63
- WorkStepTemplate→WorkStep, WorkPlanTemplateEntry→WorkStep.
64
- Workflow:
65
- 1. getObjectMappingConfiguration_3 — the authoritative field-discovery +
66
- read step. Returns the SUPPORTED source custom fields (allSourceFields[],
67
- already filtered — no External Lookup / Encrypted Text / Rollup) with
68
- their allowed, type-compatible targetFields[], plus the current
69
- mappings. Do NOT use a raw FieldDefinition/describe query to pick
70
- fields — it returns more than the mapper supports.
71
- 2. saveWorkPlansSettings_2 with hasMappedFieldDataChanged=true and the
72
- mappedFieldData composite (see that step's notes for the exact
73
- {sourceEntity, targetEntity, mappedFields} shape; all five hasXChanged
74
- flags must be present even on a mappings-only save). Only map a source
75
- field to a target drawn from that source field's targetFields[]. Two
76
- mappings that share a target object (WST→WS and WPTE→WS both target
77
- WorkStep) must use DISTINCT target fields.
78
- 3. Re-read via getObjectMappingConfiguration_3 to confirm persistence
79
- (save returns a bare true). Mappings persist as FieldServiceSettings
80
- metadata (Tooling API), not org prefs.
81
- - BROADER FEATURE (outside this settings page)
82
- Building the library and generating plans is done elsewhere and is
83
- supported by standard/public APIs — this skill can guide a user there:
84
- - Create/manage WorkPlanTemplate, WorkStepTemplate, WorkPlanTemplateEntry,
85
- WorkPlanSelectionRule, WorkPlan, WorkStep as standard sObjects (REST/
86
- SOQL/Tooling); the record-level Generate / Add / Delete Work Plans and
87
- Add Work Steps actions live on the WO/WOLI (see the sibling controllers
88
- generate-work-plans, add-work-plans, delete-work-plans,
89
- add-work-steps-to-work-plan, update-work-plan-template-entry — separate
90
- from this settings page).
91
- - Typical setup order: (1) Enable Work Plans + add the WO/WOLI related
92
- lists and the Generate/Add/Delete actions (Object Manager); (2) assign
93
- user permissions (CRUD + View All on WPT/WST/WPSR; Read/Update on WP/WS;
94
- Run Flows for mobile-flow steps); (3) build WSTs, WPTs, WPTEs, and
95
- selection rules; (4) map custom fields (this page); (5) generate plans.
96
- - PUBLIC DOCS
97
- - Intro: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_intro.htm&type=5
98
- - Enable: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_enable.htm&type=5
99
- - Customize settings: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_customize_settings.htm&type=5
100
- - Assign permissions: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_assign_user_perms.htm&type=5
101
- - Map custom fields: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_map_custom_fields.htm&type=5
102
- - Selection rules: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_create_selection_rules.htm&type=5
103
- - Generate plans: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_generate_work_plans.htm&type=5
104
-
105
- ## Operations Reference
106
-
107
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
108
-
109
- ### Summary
110
-
111
- | Operation | Purpose | Status | Call | Depends on |
112
- |-----------|---------|--------|------|------------|
113
- | `getWorkPlansSettingsConfiguration_1` | read | implemented | `GET /headless/invoke/service/fieldservice/work-plans-settings/get-work-plans-settings-configuration` | — |
114
- | `saveWorkPlansSettings_2` | write | implemented | `PATCH /headless/invoke/service/fieldservice/work-plans-settings/save-work-plans-settings` | `getWorkPlansSettingsConfiguration_1` |
115
- | `getObjectMappingConfiguration_3` | read | implemented | `GET /headless/invoke/service/fieldservice/field-service-object-mapping/get-object-mapping-configuration` | `getWorkPlansSettingsConfiguration_1` |
116
-
117
- ### Read operations
118
-
119
- #### `getWorkPlansSettingsConfiguration_1`
120
-
121
- Returns WorkPlansSettingsConfiguration: toggle values, workOrderDurationSource picklist with conditional workOrderDurationSourceOptions, and gating booleans the agent uses to decide which controls are mutable. AURA-IS-CANONICAL — no public Connect/Tooling/Metadata equivalent.
122
-
123
- **Call:** `GET /headless/invoke/service/fieldservice/work-plans-settings/get-work-plans-settings-configuration` — status: `implemented`
124
-
125
- **Output:** WorkPlansSettingsConfiguration object. Toggle values:
126
- isWorkPlansAutoGenerationEnabled, isWorkStepManualStatusUpdateEnabled,
127
- isWorkStepsHideNotApplicableEnabled, workOrderDurationSource (string,
128
- nullable). Gating booleans: fieldServicePerm, fieldServiceOrgPref,
129
- hasWorkPlansDurationPerm, hasCustomizeApplicationPerm. When the duration
130
- perm is granted, workOrderDurationSourceOptions is also returned (the
131
- picklist for the duration source). mappingTypes is a fixed 3-element
132
- array: WorkPlans_WorkPlanTemplate_WorkPlan,
133
- WorkPlans_WorkStepTemplate_WorkStep,
134
- WorkPlans_WorkPlanTemplateEntry_WorkStep — used by the save step's
135
- optional mappedFieldData composite upsert. When Field Service is off
136
- (fieldServicePerm=false), the response short-circuits and returns only
137
- fieldServicePerm + hasCustomizeApplicationPerm.
138
-
139
- #### `getObjectMappingConfiguration_3`
140
-
141
- THE field-discovery + read step for custom field mapping — use this
142
- (not a raw FieldDefinition/describe query) to learn which fields can be
143
- mapped. Returns an array; each element (one per requested mappingType)
144
- has: type (the mappingType), sourceApiName + sourceLabel (source object,
145
- e.g. WorkPlanTemplate), targetApiName + targetLabel (target object, e.g.
146
- WorkPlan), allSourceFields[] and mappedFields.
147
- - allSourceFields[]: the ONLY custom source fields that may be mapped.
148
- The controller already filters out unsupported source types (External
149
- Lookup, Encrypted Text, Rollup Summary). Each entry has value (source
150
- field API name) + targetFields[]: the allowed targets for THAT source
151
- field — restricted to data-type-compatible custom fields on the target
152
- object, plus a "None" ({value:""}) option. Only pair a source field
153
- with a target from its own targetFields[] list.
154
- - mappedFields: the currently-configured {sourceFieldApiName:
155
- targetFieldApiName} map for this mappingType.
156
- Empty allSourceFields / mappedFields means no custom fields are defined
157
- or none are mapped yet. This is the READ half of the workflow; the WRITE
158
- half is saveWorkPlansSettings with mappedFieldData. Backed by the
159
- embedded customFieldMapperSetupWrapper UI subcomponent on the Work Plan
160
- Settings page.
161
-
162
- **Call:** `GET /headless/invoke/service/fieldservice/field-service-object-mapping/get-object-mapping-configuration` — status: `implemented`
163
-
164
- **Inputs:**
165
-
166
- - `mappingTypes` *(`List`)* — List of mappingType enum values to fetch. The three valid values
167
- (from getWorkPlansSettingsConfiguration's mappingTypes[]):
168
- WorkPlans_WorkPlanTemplate_WorkPlan (WorkPlanTemplate→WorkPlan),
169
- WorkPlans_WorkStepTemplate_WorkStep (WorkStepTemplate→WorkStep),
170
- WorkPlans_WorkPlanTemplateEntry_WorkStep (WorkPlanTemplateEntry→WorkStep).
171
-
172
- **Depends on:** `getWorkPlansSettingsConfiguration_1`
173
-
174
- ### Write operations
175
-
176
- #### `saveWorkPlansSettings_2`
177
-
178
- Persist Work Plans toggles. workPlansSettings map MUST include all five
179
- pairs (hasIsWorkPlansAutoGenerationEnabledChanged,
180
- hasIsWorkStepManualStatusUpdateEnabledChanged,
181
- hasIsWorkStepsHideNotApplicableEnabledChanged,
182
- hasWorkOrderDurationSourceChanged, hasMappedFieldDataChanged) + their
183
- matching new values; a missing hasXChanged key raises 500
184
- CONTROLLER_ERROR. Duration-source writes require the WORK_PLANS_DURATION
185
- org perm — without it the write is silently skipped while save still
186
- returns true. Optional mappedFieldData drives a composite upsert against
187
- one of the fixed mappingTypes returned by the GET step. Throws
188
- NoAccessException without Customize Application + Work Plans General.
189
- Returns bare true — verify persistence by re-reading via
190
- getWorkPlansSettingsConfiguration. AURA-IS-CANONICAL — controller value-add
191
- (gate + batch + mappedFieldData).
192
-
193
- **Call:** `PATCH /headless/invoke/service/fieldservice/work-plans-settings/save-work-plans-settings` — status: `implemented`
194
-
195
- **Inputs:**
196
-
197
- - `workPlansSettings` *(`LinkedHashMap`)*
198
-
199
- **Depends on:** `getWorkPlansSettingsConfiguration_1`
200
-
201
- **Rollback:** getWorkPlansSettingsConfiguration_1
202
-
203
- **Notes:** payload_contract: workPlansSettings map keys (all five hasXChanged flags are REQUIRED to
204
- avoid a 500 NPE; matching value fields are read only when the
205
- corresponding hasXChanged is true):
206
- hasIsWorkPlansAutoGenerationEnabledChanged + isWorkPlansAutoGenerationEnabled (boolean)
207
- hasIsWorkStepManualStatusUpdateEnabledChanged + isWorkStepManualStatusUpdateEnabled (boolean)
208
- hasIsWorkStepsHideNotApplicableEnabledChanged + isWorkStepsHideNotApplicableEnabled (boolean)
209
- hasWorkOrderDurationSourceChanged + workOrderDurationSource (string or null)
210
- hasMappedFieldDataChanged + mappedFieldData (composite upsert object or null); error_contracts: {'empty_or_partial_payload': "Missing workPlansSettings input OR missing any hasXChanged key →\n500 CONTROLLER_ERROR (the controller unboxes booleans without null\nchecks). Send all five hasXChanged keys explicitly, even the ones\nyou don't intend to change (set those to false).", 'missing_access': 'NoAccessException when Customize Application or Sys Admin perm is\nabsent, or when Work Plans General feature is off at the org level.', 'duration_perm_silently_skipped': 'When the Work Plans Duration org permission is not granted, a\nworkOrderDurationSource write is dropped silently; save still\nreturns true. Confirm hasWorkPlansDurationPerm=true from the read\nstep before setting hasWorkOrderDurationSourceChanged=true.', 'error_message_shapes': 'Two distinct 500 CONTROLLER_ERROR message shapes distinguish payload\ndefects — inspect the error body to pick the fix:\n - Outer-null (body={} or workPlansSettings unset): the error\n reports that "workPlansSettings" is null → wrap the input in the\n workPlansSettings key.\n - Inner-null (workPlansSettings present but a hasXChanged key\n missing): the error names the missing flag directly\n (e.g. hasMappedFieldDataChanged) → default the named flag to\n false. On some orgs the message instead reports a null value for\n the workPlansSettings map lookup without naming the flag.', 'mapping_type_enum_mismatch': 'When hasMappedFieldDataChanged=true AND mappedFieldData contains a key\nthat isn\'t one of the three mappingTypes enum values, save fails with\n500 CONTROLLER_ERROR "No enum constant MappingType.<attempted-key>" —\ncomposite keys are validated pre-mutation against the mapping-type\nenum. Fix: cross-check mappedFieldData keys against mappingTypes[]\nreturned by getWorkPlansSettingsConfiguration_1 before sending.', 'mapping_data_type_mismatch': 'Catch-all 500 CONTROLLER_ERROR "We can\'t map these fields. Verify that\nthe data type details of the source and target fields match." raised\nwhen the Tooling upsert of FieldServiceSettings rejects the mapping.\nIt is NOT limited to data-type mismatches — verified against a live\norg, it also fires when:\n - source/target field data types are incompatible;\n - sourceEntity or targetEntity is omitted from a mappedFieldData\n entry (the controller builds a null ObjectMapping);\n - two mappings that share a target entity point at the SAME target\n field (e.g. WorkStepTemplate→WorkStep and\n WorkPlanTemplateEntry→WorkStep both mapping to\n WorkStep.Custom_text_field__c) — each target field on a shared\n target object can be the destination of only one source mapping.\nThe write is atomic: on this error NOTHING persists (state unchanged).\nFix: build mappings ONLY from getObjectMappingConfiguration_3 — pick a\nsource field from allSourceFields[] and a target from that field\'s own\ntargetFields[] list (both are already filtered to supported +\ntype-compatible fields); always include sourceEntity + targetEntity;\nand give each target field on a shared target object a distinct source\nmapping. Safest pattern: read the current valid config and modify it.'}; flag_gate_semantics: Flag-gate is STRICT. When hasXChanged=false the paired value is
211
- silently ignored — sending a new value alongside flag=false never
212
- writes and never errors. Consequence: all-hasXChanged=false is a
213
- safe no-op payload (idempotent contract). Corollary: to guarantee a
214
- write happens, set hasXChanged=true and populate the paired value.; loose_schema_tolerance: Unknown keys in the workPlansSettings map are silently dropped — the
215
- server returns 200 true with no error and does not persist the typo.
216
- Callers get no server-side signal on misspelled flag names. Validate
217
- against payload_contract keys client-side before send.; mapping_types_enum: ['WorkPlans_WorkPlanTemplate_WorkPlan', 'WorkPlans_WorkStepTemplate_WorkStep', 'WorkPlans_WorkPlanTemplateEntry_WorkStep']; mapped_field_data: Optional composite upsert of custom field mappings. Set
218
- hasMappedFieldDataChanged=true and populate mappedFieldData; leave both
219
- unset/false on a toggles-only save. mappedFieldData is a MAP keyed by
220
- mappingType enum name; the VALUE under each key is an object with THREE
221
- fields (NOT a bare {source:target} map):
222
- {
223
- "<mappingType>": {
224
- "sourceEntity": "<source object API name>", # e.g. WorkPlanTemplate
225
- "targetEntity": "<target object API name>", # e.g. WorkPlan
226
- "mappedFields": { "<sourceFieldApiName>": "<targetFieldApiName>" }
227
- }
228
- }
229
- sourceEntity/targetEntity come from sourceApiName/targetApiName in the
230
- getObjectMappingConfiguration_3 read; each sourceField + targetField pair
231
- in mappedFields MUST come from that read's allSourceFields[] (the source)
232
- and that source field's targetFields[] (the allowed, type-compatible
233
- target). Omitting sourceEntity or targetEntity makes the controller build
234
- a null ObjectMapping and the Tooling upsert fails with
235
- dataTypeMismatchError. Persistence is a Tooling API upsert of the
236
- FieldServiceSettings metadata record (ObjectMappingItem[]) — mappings
237
- survive as org metadata, not an org pref. Verified example against a
238
- live org (200 true, idempotent re-apply):
239
- "mappedFieldData": {
240
- "WorkPlans_WorkPlanTemplate_WorkPlan": {
241
- "sourceEntity": "WorkPlanTemplate", "targetEntity": "WorkPlan",
242
- "mappedFields": {"Custom_text_field__c": "Custom_text_field__c"}},
243
- "WorkPlans_WorkStepTemplate_WorkStep": {
244
- "sourceEntity": "WorkStepTemplate", "targetEntity": "WorkStep",
245
- "mappedFields": {"Custom_text_field__c": "Custom_text_field__c"}},
246
- "WorkPlans_WorkPlanTemplateEntry_WorkStep": {
247
- "sourceEntity": "WorkPlanTemplateEntry", "targetEntity": "WorkStep",
248
- "mappedFields": {"Custom_text_field__c": "Custom_text_field_2__c"}}
249
- }; idempotency: Save is idempotent for toggles — re-issuing the same payload is a safe
250
- no-op. All-hasXChanged=false is also a safe no-op (flag-gate strict).
251
- To roll back a toggle change: (1) capture the GET response before save;
252
- (2) re-PATCH with hasXChanged=true for each changed pair and the prior
253
- value.