@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
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  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
  277. package/skills/fsc-stage-management-definition-create/SKILL.md +0 -108
  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
  329. package/skills/industries-decision-table-version-configure/SKILL.md +0 -74
  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
  334. package/skills/industries-eu-new-connections-configure/SKILL.md +0 -30
  335. package/skills/industries-explainability-msg-template-configure/SKILL.md +0 -135
  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
  358. package/skills/industries-home-health-fsl-settings-validate/SKILL.md +0 -27
  359. package/skills/industries-home-health-guided-setup-care-and-skill-get/SKILL.md +0 -80
  360. package/skills/industries-home-health-guided-setup-configure/SKILL.md +0 -836
  361. package/skills/industries-home-health-guided-setup-enable-org-fsl-get/SKILL.md +0 -55
  362. package/skills/industries-home-health-guided-setup-get-org-ready-get/SKILL.md +0 -61
  363. package/skills/industries-home-health-licenses-assign/SKILL.md +0 -27
  364. package/skills/industries-home-health-operating-hours-create/SKILL.md +0 -40
  365. package/skills/industries-home-health-scheduling-policy-create/SKILL.md +0 -41
  366. package/skills/industries-home-health-service-objective-create/SKILL.md +0 -22
  367. package/skills/industries-home-health-skills-create/SKILL.md +0 -31
  368. package/skills/industries-home-health-users-create/SKILL.md +0 -29
  369. package/skills/industries-icm-act3-toggles-configure/SKILL.md +0 -198
  370. package/skills/industries-icm-act5-genai-suggested-assessments-configure/SKILL.md +0 -361
  371. package/skills/industries-icm-act6-mcg-integration-configure/SKILL.md +0 -550
  372. package/skills/industries-integrated-care-management-configure/SKILL.md +0 -168
  373. package/skills/industries-object-enablement-configure/SKILL.md +0 -86
  374. package/skills/industries-tpm-system-processing-service-configure/SKILL.md +0 -64
  375. package/skills/integration-apex-settings-configure/SKILL.md +0 -61
  376. package/skills/marketing-e360-email-archiving-configure/SKILL.md +0 -73
  377. package/skills/platform-custom-permissions-configure/SKILL.md +0 -687
  378. package/skills/platform-label-workbench-import-create/SKILL.md +0 -67
  379. package/skills/platform-privacy-agent-settings-configure/SKILL.md +0 -752
@@ -11,34 +11,65 @@ tools. Call shapes / templates / response envelope / gotchas live in `references
11
11
  Each Phase 3a read carries a **skip-if-already-known** clause: skip only when the same fact was
12
12
  produced **this session** by a successful `dispatch_readonly` on the current org and unwritten since —
13
13
  a user statement is never cache-eligible. Cacheable: IT Service Management enablement (Phase 1a,
14
- only if `ENABLED`), master Incident Mgmt pref (step 1, only if
15
- `ENABLED`), SLA feature + Versioning (Phase 1b), Incident describe (3, incl. the `Incident.Priority`
14
+ only if `ENABLED`), master Incident Mgmt pref (Phase 1b, only if
15
+ `ENABLED`), SLA feature + Versioning (Phase 1c), Incident describe (3, incl. the `Incident.Priority`
16
16
  picklist), the priority-matrix flag (Phase 2 step 2), `BusinessHoursId` (4), SLA Connect ops (2). (Step 5 resolves no Account — Incident has
17
17
  none.) **When in doubt, re-check.**
18
18
 
19
19
  ## Phase 1a — IT Service Management enablement gate
20
20
 
21
- **Resolve this gate first, before Phase 1b and before the Master Incident Mgmt pref below.**
21
+ **Resolve this gate first. The Incident Management gate (Phase 1b) is resolved immediately after it and before Phase 1c.**
22
22
  "IT Service Management" (`service-cloud-itsm-setup`) is a higher-level org gate — it sits above every per-feature ITSM master toggle, including Master
23
23
  Incident Management. Read via the Setup Discovery Connect API
24
- (`GET .../connect/setup/discovery/features`), filtered client-side to the **exact** apiName
25
- `service-cloud-itsm-setup` — never a look-alike. It has two states, `ENABLED` /
26
- `NOT_ENABLED` (no `NOT_AVAILABLE` — treat any unexpected value as a halt).
27
-
28
- - `ENABLED` → proceed to Phase 1b.
29
- - `NOT_ENABLED` → tell the user plainly that IT Service Management is not enabled, then a single
30
- `AskUserQuestion`: enable it now (note it's **reversible** — it can be disabled again later) or
31
- stop.
32
- - **Enable** → dispatch the enable route **directly** — there is no owning SOR to delegate this
33
- write to yet (unlike the Master Incident Mgmt gate below, which delegates to
34
- `service-itsm-incident-mgmt-configure`); this is a scoped, temporary exception to "delegate
35
- every write," flagged for a future delegate swap once a dedicated SOR exists. Halt and surface
36
- the raw error on any failure. Re-read to confirm `ENABLED` before continuing.
37
- - **Stop** → halt, point to Setup for manual enablement.
24
+ (`GET /services/data/v{version}/connect/setup/discovery/features`, using the org's full API version with its
25
+ minor such as v68.0; if the read fails, stop and do not retry other version strings), filtered client-side to the **exact** apiName
26
+ `service-cloud-itsm-setup` — never a look-alike. Exact `ENABLED` passes immediately. Only exact
27
+ `NOT_ENABLED` with no blocked reasons is eligible for confirmed enablement.
28
+
29
+ - `ENABLED` → continue to Phase 1b (Incident Management gate), then Phase 1c.
30
+ - Exact `NOT_ENABLED` with no blocked reasons → ask every time, never as plain text, with a single
31
+ `AskUserQuestion` (single-select, exactly two options: Yes and No): **“IT Service Enablement is off —
32
+ enable it now?”** The options are exactly “Yes” and “No”, with no other text in the question
33
+ or options. Do not preview later steps before it is answered.
34
+ - **Yes** → delegate to the `IncidentMgmt` SOR, explicitly stating that the user already
35
+ confirmed this exact change in this conversation so it does not ask again. Run its
36
+ `read-itsm-setup-feature-status`, `enable-itsm-setup-feature`, and
37
+ `verify-itsm-setup-feature-status` steps. Halt on blocked reasons, an error, a missing entry, or
38
+ any verify result other than exact `ENABLED`.
39
+ Delegating means the MCP tools, not a Claude Code skill: `describe` the `IncidentMgmt` SOR, read
40
+ its steps by `id`, and `dispatch` each step exactly as the SOR defines it. Never call `Skill` for
41
+ it and never invent an enable URL.
42
+ - **No** → halt, point to Setup for manual enablement.
43
+ - Missing entry, error, blocked reasons, or any other status → halt and point to Setup; do not ask
44
+ to enable and do not delegate.
38
45
 
39
46
  Shapes: `references/mcp-invocation.md` (Phase 1a).
40
47
 
41
- ## Phase 1b — SLA Management for IT Service prerequisite gate
48
+ ## Phase 1b — Incident Management prerequisite gate
49
+
50
+ **Resolve this gate right after Phase 1a and before Phase 1c; it is a separate question from the SLA Management acks.**
51
+ `service-cloud-itsm-incident` is the master ITSM Incident Management pref that every Incident SLA artifact
52
+ depends on. Read via the same Setup Discovery Connect API as Phase 1a, filtered client-side to the
53
+ **exact** apiName `service-cloud-itsm-incident` — never a look-alike (`service-cloud-incident-management`
54
+ is generic Case-based Incident Management, not our target). Skip the read only when the cache clause in
55
+ “Before you start” applies. Read `status`:
56
+
57
+ - `ENABLED` → continue to Phase 1c.
58
+ - `NOT_AVAILABLE` (license missing) → **halt and surface it** — cannot be enabled here, no delegate/ack.
59
+ - `NOT_ENABLED` (empty blocked reasons) → ask “Incident Management is off — enable it now?” every time with a single
60
+ `AskUserQuestion` (single-select, exactly two options: Yes and No), never as plain text, and never auto-enable as an
61
+ implied SLA dependency.
62
+ - **Yes** → delegate to the `IncidentMgmt` SOR, stating that the user already confirmed this exact change so it must
63
+ not ask again. Run its `read-itsm-incident-feature-status`, `enable-itsm-incident-feature` and
64
+ `verify-itsm-incident-feature-status` steps; require exact `ENABLED`. Delegating means the MCP tools, not a Claude
65
+ Code skill: `describe` the `IncidentMgmt` SOR, read its steps by `id`, and `dispatch` each step exactly as the SOR
66
+ defines it. Never call `Skill` for it and never invent an enable URL.
67
+ - **No** → halt and point to Setup; every SLA artifact depends on the master being on.
68
+ - Blocked reasons, error, missing entry or any other status → halt with a plain explanation and no question.
69
+
70
+ Full shape + why setup-org-preferences 404s here: `references/mcp-invocation.md` (Phase 1b).
71
+
72
+ ## Phase 1c — SLA Management for IT Service prerequisite gate
42
73
 
43
74
  **Resolve this gate first, on its own. Reads are safe up front; confirm the org before any write.**
44
75
  "SLA Management for IT Service" is enabled only when **both** Simplified SLA Setup **and** SLA
@@ -50,13 +81,15 @@ settings surface) — discover → describe → dispatch rather than re-deriving
50
81
  Shapes / preconditions / `enableBlockedReasons` / ack wording: `references/mcp-invocation.md`.
51
82
 
52
83
  - **Read both** (`dispatch_readonly`); proceed to Phase 2 **only when both are on**.
53
- - **On an OFF org, read the master license first** (Phase 3a step 1, `service-cloud-itsm-incident`):
54
- `NOT_AVAILABLE` → **HALT** — don't flip the permanent Versioning switch where Incident SLA can't run.
55
- - **Two separate `AskUserQuestion` acks — never merge.** (a) master Incident Mgmt `NOT_ENABLED` → ask
56
- to enable it first (reversible, no permanence warning). (b) a *distinct* permanence ack: completing
57
- the gate also turns on **SLA Versioning** (a **separate** write), which **can't be turned off** (SLA
58
- Management disables later but Versioning stays on). Offer **enable**/**stop** — no "versioning-off";
59
- a bare "enable SLA" is **not** consent.
84
+ - **The master license was already resolved in Phase 1b** (`service-cloud-itsm-incident`): `NOT_AVAILABLE` halted there, so
85
+ the permanent Versioning switch is never flipped where Incident SLA can't run.
86
+ - **Two separate `AskUserQuestion`s before any write — never merge, never skip.** (Q1) SLA Management
87
+ off → ask “SLA Management for IT Service is off — enable it now?” (Yes/No, no permanence warning; skip
88
+ only when SLA Management already reads on). (Q2) a *distinct* permanence ack: completing the gate also
89
+ turns on **SLA Versioning** (a **separate** write), which **can't be turned off** (SLA Management
90
+ disables later but Versioning stays on). Offer **enable**/**stop** — no "versioning-off". A Yes at
91
+ Phase 1a/1b, a bare "enable SLA" or the original request is **not** consent for either write; do not
92
+ preview later steps before each question is answered. Incident Management was already asked at Phase 1b.
60
93
  - **Decline (b), non-empty `enableBlockedReasons`, or a re-read mismatch → HALT** — enable no SLA
61
94
  Mgmt/Versioning, don't proceed to Phase 2/3a (a reversible master enable from (a) stands). **After
62
95
  any write, re-read both and report the REAL state** — never trust `201`/`204`.
@@ -65,7 +98,7 @@ Shapes / preconditions / `enableBlockedReasons` / ack wording: `references/mcp-i
65
98
 
66
99
  Once the gate passes, offer the OOB policy **before** any custom-flow questions. **Incident only.**
67
100
 
68
- 1. **Prerequisite + detect.** Confirm master Incident Mgmt pref `ENABLED` (Phase 3a step 1). Then
101
+ 1. **Prerequisite + detect.** Confirm master Incident Mgmt pref `ENABLED` (Phase 1b). Then
69
102
  `dispatch_readonly` `GET /headless/invoke/platform/slasettings` (get-existing-checkbox-states) —
70
103
  its lowercase-keyed map's `incident` value is the authoritative "is the OOB default seeded?"
71
104
  answer (this is the seeder's own dedup read; it maps to display name **"Standard Support for
@@ -93,7 +126,7 @@ Once the gate passes, offer the OOB policy **before** any custom-flow questions.
93
126
  matrix flag). The predefined policy is priority-tiered, and with the matrix **off** every Incident
94
127
  gets the org's default priority, so only that tier's milestones fire. If it is off, say so plainly
95
128
  in the fork prompt (when the fork is skipped, on the Priority-tiered option of the strategy
96
- question instead) and point to `service-itsm-incident-priority-configure` to turn it on. This is a
129
+ question instead) and point to the Priority Matrix setting in Setup to turn it on. This is a
97
130
  warning, not a gate — never enable the matrix from this skill.
98
131
  **Business Hours note (only when the user specified hours).** The seeder takes **no** Business Hours
99
132
  input — it always attaches the org's active **default** Business Hours (`IsDefault = true`), or none
@@ -120,15 +153,7 @@ Once the gate passes, offer the OOB policy **before** any custom-flow questions.
120
153
 
121
154
  **On any `401` / `403` / `404` from a step below, halt and surface the raw error** — the org/client is misconfigured. `401` → MCP auth (ECA/token). `403` → user perm OR ITSM Incident Management license/pref missing. `404` → `headless-360` not activated OR Entitlement Management not enabled for Incident.
122
155
 
123
- 1. **Master Incident Management pref — direct read** *(skip conditions in “Before you start”)*.
124
- `dispatch_readonly` `GET .../connect/setup/discovery/features`, filter `features[]` to the **exact**
125
- `apiName == "service-cloud-itsm-incident"` — never a look-alike (`service-cloud-incident-management`
126
- is generic Case-based Incident Management, not our target). Read `status`: `ENABLED` → proceed;
127
- `NOT_AVAILABLE` (license missing) → **halt and surface it** — cannot be enabled here, no delegate/ack;
128
- `NOT_ENABLED` → **explicit `AskUserQuestion` ack first (never auto-enable as an implied SLA
129
- dependency)**, then delegate to `service-itsm-incident-mgmt-configure` inline — that ack is the
130
- delegate's confirm-to-write, so never ask twice — and re-read; if declined, halt — every SLA artifact below depends on the master being on. Full shape + why
131
- setup-org-preferences 404s here: `references/mcp-invocation.md` (Preflight A).
156
+ 1. **Master Incident Management pref** — already gated in Phase 1b; reuse that result. Do not re-ask or re-read unless a write happened since *(skip conditions in “Before you start”)*.
132
157
  2. **Discover the Connect operations** — *(skip if already verified this session — see “Before you start”)*.
133
158
  `mcp__headless-360__discover(query="sla-management milestone")` to confirm the SLA Management
134
159
  Connect API is indexed, then `mcp__headless-360__describe(id=<operation_id>)`
@@ -212,7 +237,7 @@ selection expands to N creates in Phase 4A step 4 (one delegation per milestone,
212
237
 
213
238
  ## Phase 3c — Confirm before mutating
214
239
 
215
- 1. **Confirm the plan** — present the resolved config (target **org**, **SLA Policy** name,
240
+ 1. **Confirm the plan** — print the plan as text in the reply **first**, then ask; the `AskUserQuestion` must never refer to a plan that has not already been shown. Present the resolved config (target **org**, **SLA Policy** name,
216
241
  **Business Hours: `<name>`** (and, if Phase 3a step 4 planned a create, its time zone + weekly windows and
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  that it will be **created** — a new record this skill does not remove later), the **engagement model** (per-Incident via `EntitlementId` — **no
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  Account**, since Incident has no Account field), and the **full per-milestone list** — never
@@ -348,7 +373,7 @@ IST business-hours note: `references/mcp-invocation.md` (Milestone Actions).
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  but the derived `Priority` is still the order-1 tier after **one** `Impact`/`Urgency` adjustment,
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  stop creating test Incidents. Either way, report that the SLA engages but the other tiers were not
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  checked, say why (matrix off / matrix maps these inputs to that tier), and point to
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- `service-itsm-incident-priority-configure`. Narrate by `IncidentNumber`, never the Id.
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+ the Priority Matrix setting in Setup. Narrate by `IncidentNumber`, never the Id.
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  3. **Verify engagement + tiering** — SOQL that an `EntityMilestone` landed on the **correct tier**
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  (a Moderate/Low Incident → the 240/960 tier, NOT 30/120) with a `TargetDate` — that row is the
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@@ -1,312 +0,0 @@
1
- ---
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- name: agentforce-gpt-email-generation-configure
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- description: "Use this skill when users want to manage the GPT Email Generation (Sales Email Assistant) setup page. Trigger when users mention gptemail, generation, gptemail generation."
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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 Gpt Email Generation
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-
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- ## When to Use This Skill
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-
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- Manage the GPT Email Generation (Sales Email Assistant) setup page. Reads/writes the EinsteinGPTSalesEmails master pref plus 8 related ECI/Sales-Signals/Coaching feature toggles. Also exposes a composite getState aggregator (28+ keys: pref values, feature-access flags, Hawking ML-platform tenant provisioning status, Conversation Mining provisioning status, CDP/Genie status, Signals2DC status, computed UI-state enum ENABLED/DISABLED/IN_PROGRESS/HAWKING_TENANT_ERROR) and a refresh action that kicks off Conversation Mining background work. All toggles return Boolean (resulting pref/perm value); some have value-add behavior agents must know about — sales-email enable atomically also flips OnlyUseBuilderPrompts so open-prompt is on by default; open-prompt's enabled=true means OnlyUseBuilderPrompts=false (semantic inversion).
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-
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- ## Workflow
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-
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- Read get-state first to discover current pref/perm/provisioning state and the computed UI-state enum (ENABLED/DISABLED/IN_PROGRESS/HAWKING_TENANT_ERROR). Toggle ordering: when enabling Sales Email Assistant via toggle-sales-email-pref, run toggle-open-prompt AFTER if you want explicit open-prompt control (enabling sales-email auto-flips OnlyUseBuilderPrompts to false in legacy-discovery-off orgs). For Conversation Mining: toggle-sales-conversation-mining-pref must run before toggle-sales-conversation-mining-apd360-perm and refresh-sales-mining (the perm and refresh sit on top of the feature pref). Each write returns Boolean (the resulting pref/perm value); follow with the paired verify-* step to read back via get-state and confirm. Note that toggle-sales-email-pref's enable path performs an atomic dual-pref bulk write (EinsteinGPTSalesEmails=true + OnlyUseBuilderPrompts=false); a single failure rolls back both. Hawking ML-platform tenant must be ready (getState.isHawkingTenantReady) before the UI state reaches ENABLED.
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-
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- ## Critical Constraints
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-
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- **Preconditions:**
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-
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- - User must have ConversationalIntelligence AccessConversationMiningSettings access (gates conversation-mining/signals2dc/refresh-sales-mining toggles). (check: `Conversation Mining Settings access`)
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- - User must have SalesEmailAssistant ModifyOpenPromptAccess access (gates toggle-open-prompt only). (check: `Modify Sales Email prompt access`)
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- - User must have SfaGenerative AccessSalesRecordSummaries access (gates call-explorer / APD360-perm / sales-rep-feedback / generative-insights toggles). (check: `Sales Record Summaries access`)
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- - Setup admin permission (View Setup + Setup admin) is required ONLY on the single-pref and perm writes — a non-admin gets NoAccessException on those. That covers: signals2dc, sales-rep-feedback, generative-insights, the APD360 perm, and the discovery-framework-OFF single-pref writes (call-summarization / call-explorer / conversation-mining, and sales-email DISABLE). It does NOT cover the sales-email ENABLE bulk-pref path (no admin check) or ANY discovery-framework-ON path (no admin check) — those enforce their own feature-scoped access instead.
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- - Einstein GPT platform must be enabled at the org level — getState surfaces this as hasEinsteinGPTSetupDisabled (true means the platform is OFF and the page renders disabled).
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- - For sales-email enablement to reach UI state ENABLED: the Hawking ML-platform tenant must be in PROVISION_SUCCESS — getState surfaces this as isHawkingTenantReady. PROVISION_FAILED resets the pref to false; PROVISIONING surfaces UI state IN_PROGRESS.
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- - Einstein Conversation Insights (ECI) must be enabled — call-summarization, call-explorer, and conversation-mining feature access requires hasECIEnabled = ORG_PERMISSION_CONVERSATION_PILOT + ORG_PREFERENCE_CONVERSATION_PILOT_PREF + ORG_PERMISSION_CALL_COACHING_READY (getState computes this combined flag).
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- - For Signals2DC: CDP/Genie must be enabled (Data Cloud enabled) for the salesConversationMiningDataCloudStatus to reflect a real provisioning state; otherwise getState returns -1 indicating CDP/Genie unavailable.
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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 `toggle-sales-email-pref`: call `verify-toggle-sales-email-pref` (`GET /headless/invoke/platform/gptemail-generation`)
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- - After `toggle-open-prompt`: call `verify-toggle-open-prompt` (`GET /headless/invoke/platform/gptemail-generation`)
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- - After `toggle-sales-call-summarization-pref`: call `verify-toggle-sales-call-summarization-pref` (`GET /headless/invoke/platform/gptemail-generation`)
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- - After `toggle-sales-call-explorer-pref`: call `verify-toggle-sales-call-explorer-pref` (`GET /headless/invoke/platform/gptemail-generation`)
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- - After `toggle-sales-conversation-mining-pref`: call `verify-toggle-sales-conversation-mining-pref` (`GET /headless/invoke/platform/gptemail-generation`)
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- - After `toggle-signals2dc-pref`: call `verify-toggle-signals2dc-pref` (`GET /headless/invoke/platform/gptemail-generation`)
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- - After `toggle-sales-conversation-mining-apd360-perm`: call `verify-toggle-sales-conversation-mining-apd360-perm` (`GET /headless/invoke/platform/gptemail-generation`)
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- - After `toggle-sales-rep-feedback-pref`: call `verify-toggle-sales-rep-feedback-pref` (`GET /headless/invoke/platform/gptemail-generation`)
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- - After `toggle-sales-call-generative-insights-pref`: call `verify-toggle-sales-call-generative-insights-pref` (`GET /headless/invoke/platform/gptemail-generation`)
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- - After `refresh-sales-mining`: call `verify-refresh-sales-mining` (`GET /headless/invoke/platform/gptemail-generation`)
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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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- | `toggle-sales-email-pref` | write | proposed | `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-email-pref-toggle` | — |
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- | `toggle-open-prompt` | write | proposed | `PATCH /headless/invoke/platform/gptemail-generation/handle-open-prompt-toggle` | `toggle-sales-email-pref` |
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- | `toggle-sales-call-summarization-pref` | write | proposed | `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-call-summarization-pref-toggle` | — |
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- | `toggle-sales-call-explorer-pref` | write | proposed | `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-call-explorer-pref-toggle` | — |
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- | `toggle-sales-conversation-mining-pref` | write | proposed | `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-conversation-mining-pref-toggle` | — |
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- | `toggle-signals2dc-pref` | write | proposed | `PATCH /headless/invoke/platform/gptemail-generation/handle-signals2-dcpref-toggle` | — |
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- | `toggle-sales-conversation-mining-apd360-perm` | write | implemented | `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-conversation-mining-apd360-perm-toggle` | `toggle-sales-conversation-mining-pref` |
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- | `toggle-sales-rep-feedback-pref` | write | proposed | `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-rep-feedback-pref-toggle` | — |
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- | `toggle-sales-call-generative-insights-pref` | write | proposed | `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-call-generative-insights-pref-toggle` | — |
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- | `get-state` | read | implemented | `GET /headless/invoke/platform/gptemail-generation` | — |
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- | `refresh-sales-mining` | write | proposed | `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-mining-refresh` | `toggle-sales-conversation-mining-pref` |
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- | `verify-toggle-sales-email-pref` | verify | — | `GET /headless/invoke/platform/gptemail-generation` | `toggle-sales-email-pref` |
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- | `verify-toggle-open-prompt` | verify | — | `GET /headless/invoke/platform/gptemail-generation` | `toggle-open-prompt` |
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- | `verify-toggle-sales-call-summarization-pref` | verify | — | `GET /headless/invoke/platform/gptemail-generation` | `toggle-sales-call-summarization-pref` |
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- | `verify-toggle-sales-call-explorer-pref` | verify | — | `GET /headless/invoke/platform/gptemail-generation` | `toggle-sales-call-explorer-pref` |
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- | `verify-toggle-sales-conversation-mining-pref` | verify | — | `GET /headless/invoke/platform/gptemail-generation` | `toggle-sales-conversation-mining-pref` |
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- | `verify-toggle-signals2dc-pref` | verify | — | `GET /headless/invoke/platform/gptemail-generation` | `toggle-signals2dc-pref` |
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- | `verify-toggle-sales-conversation-mining-apd360-perm` | verify | — | `GET /headless/invoke/platform/gptemail-generation` | `toggle-sales-conversation-mining-apd360-perm` |
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- | `verify-toggle-sales-rep-feedback-pref` | verify | — | `GET /headless/invoke/platform/gptemail-generation` | `toggle-sales-rep-feedback-pref` |
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- | `verify-toggle-sales-call-generative-insights-pref` | verify | — | `GET /headless/invoke/platform/gptemail-generation` | `toggle-sales-call-generative-insights-pref` |
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- | `verify-refresh-sales-mining` | verify | — | `GET /headless/invoke/platform/gptemail-generation` | `refresh-sales-mining` |
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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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- toggle_sales_email_pref["toggle-sales-email-pref (write)"]
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- toggle_open_prompt["toggle-open-prompt (write)"]
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- toggle_sales_call_summarization_pref["toggle-sales-call-summarization-pref (write)"]
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- toggle_sales_call_explorer_pref["toggle-sales-call-explorer-pref (write)"]
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- toggle_sales_conversation_mining_pref["toggle-sales-conversation-mining-pref (write)"]
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- toggle_signals2dc_pref["toggle-signals2dc-pref (write)"]
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- toggle_sales_conversation_mining_apd360_perm["toggle-sales-conversation-mining-apd360-perm (write)"]
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- toggle_sales_rep_feedback_pref["toggle-sales-rep-feedback-pref (write)"]
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- toggle_sales_call_generative_insights_pref["toggle-sales-call-generative-insights-pref (write)"]
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- get_state["get-state (read)"]
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- refresh_sales_mining["refresh-sales-mining (write)"]
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- verify_toggle_sales_email_pref["verify-toggle-sales-email-pref (verify)"]
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- verify_toggle_open_prompt["verify-toggle-open-prompt (verify)"]
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- verify_toggle_sales_call_summarization_pref["verify-toggle-sales-call-summarization-pref (verify)"]
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- verify_toggle_sales_call_explorer_pref["verify-toggle-sales-call-explorer-pref (verify)"]
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- verify_toggle_sales_conversation_mining_pref["verify-toggle-sales-conversation-mining-pref (verify)"]
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- verify_toggle_signals2dc_pref["verify-toggle-signals2dc-pref (verify)"]
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- verify_toggle_sales_conversation_mining_apd360_perm["verify-toggle-sales-conversation-mining-apd360-perm (verify)"]
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- verify_toggle_sales_rep_feedback_pref["verify-toggle-sales-rep-feedback-pref (verify)"]
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- verify_toggle_sales_call_generative_insights_pref["verify-toggle-sales-call-generative-insights-pref (verify)"]
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- verify_refresh_sales_mining["verify-refresh-sales-mining (verify)"]
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- toggle_sales_email_pref --> toggle_open_prompt
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- toggle_sales_conversation_mining_pref --> toggle_sales_conversation_mining_apd360_perm
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- toggle_sales_conversation_mining_pref --> refresh_sales_mining
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- toggle_sales_email_pref --> verify_toggle_sales_email_pref
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- toggle_open_prompt --> verify_toggle_open_prompt
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- toggle_sales_call_summarization_pref --> verify_toggle_sales_call_summarization_pref
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- toggle_sales_call_explorer_pref --> verify_toggle_sales_call_explorer_pref
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- toggle_sales_conversation_mining_pref --> verify_toggle_sales_conversation_mining_pref
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- toggle_signals2dc_pref --> verify_toggle_signals2dc_pref
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- toggle_sales_conversation_mining_apd360_perm --> verify_toggle_sales_conversation_mining_apd360_perm
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- toggle_sales_rep_feedback_pref --> verify_toggle_sales_rep_feedback_pref
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- toggle_sales_call_generative_insights_pref --> verify_toggle_sales_call_generative_insights_pref
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- refresh_sales_mining --> verify_refresh_sales_mining
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- ```
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-
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- ### Read operations
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-
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- #### `get-state`
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-
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- Read the composite Sales Email Assistant + Conversation Intelligence setup state. Returns a Map<String,Object> aggregating: the computed UI-state enum (ENABLED/DISABLED/IN_PROGRESS/HAWKING_TENANT_ERROR), per-feature access flags, every controller-managed pref/perm value, Hawking ML-platform tenant provisioning status, conversation-mining provisioning status, CDP/Genie status, signalsDC status + details, and a SIQ-in-migration flag. The UI-state enum derives from sales-email pref + Hawking provisioning status; on PROVISION_FAILED with the pref enabled, getState ALSO resets the pref to false (side-effect). Read this first for state discovery and for verify-* steps confirming pref/perm writes.
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- **Call:** `GET /headless/invoke/platform/gptemail-generation` — status: `implemented`
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-
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- **Output:** Map<String,Object> with ~28 keys: state (computed UI-state enum: ENABLED/DISABLED/IN_PROGRESS/HAWKING_TENANT_ERROR), hasSalesEmailAssistant (boolean), isSalesEmailAssistantPrefEnabled (boolean), isOpenPromptEnabled (boolean — already-inverted; true means open-prompt allowed), hasSalesCallSummarization, isSalesCallSummarizationPrefEnabled, hasSalesCallExplorer, isSalesCallExplorerPrefEnabled, hawkingTenantStatus (ProvisioningStatusEnum: PROVISION_SUCCESS/PROVISIONING/PROVISION_FAILED), isHawkingTenantReady, hasEinsteinGPTSetupDisabled (true means Einstein GPT platform pref is OFF), hasSalesRepFeedback, isSalesRepFeedbackPrefEnabled, hasSalesCallGenerativeInsights, isSalesCallGenerativeInsightsPrefEnabled, isSIQInMigration, isECIToCoreMigrationInProgress, isSalesConversationMiningPermEnabled, isSalesConversationMiningPrefEnabled, isSalesConversationMiningAPD360PermEnabled, salesConversationMiningProvisioningStatus (ConversationMiningProvisioningStatusEnum stringified), salesConversationMiningDataCloudStatus (number; -1 indicates CDP/Genie unavailable), salesConversationMiningAPD360ECIStatus (string), salesConversationMiningStatus (ConversationMiningStatus object — populated only when conversation-mining pref is on), eciSignals2DCFeatureAccess (boolean), eciSignals2DCPref (boolean), signalsDCStatus (string), signalsDCDetails (string).
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-
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- ### Write operations
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-
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- #### `toggle-sales-email-pref`
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- Toggle the EinsteinGPTSalesEmails org pref. On enable in legacy-discovery-off orgs performs an atomic dual-pref bulk write that also flips OnlyUseBuilderPrompts=false (open-prompt on by default); a SaveResult failure on either pref returns false and rolls back. On enable in discovery-on orgs the write routes through the Discovery Framework path for the Sales Email feature, which runs pre-enablement validation. Returns the resulting EinsteinGPTSalesEmails value. No public Connect/Tooling/Metadata alternative replicates the dual-pref atomic batch.
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-email-pref-toggle` — status: `proposed`
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- **Inputs:**
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-
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- - `enabled` *(`boolean`)* — Whether d is enabled.
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-
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- #### `toggle-open-prompt`
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- Toggle open-prompt mode for Sales Email Assistant by writing the OnlyUseBuilderPrompts org pref to the INVERSE of `enabled` (enabled=true → OnlyUseBuilderPrompts=false → open prompts allowed). Returns whether open-prompt is enabled after the write (also inverted). Gated by Modify Sales Email prompt access. No public Connect/Tooling alternative; raw OrgPreferences write of OnlyUseBuilderPrompts is technically possible but semantic inversion makes substitution error-prone.
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-open-prompt-toggle` — status: `proposed`
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-
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- **Inputs:**
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-
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- - `enabled` *(`boolean`)* — Whether d is enabled.
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-
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- **Depends on:** `toggle-sales-email-pref`
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-
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- #### `toggle-sales-call-summarization-pref`
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-
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- Toggle the CallSummarization org pref (Conversational Intelligence). Dual-mode: legacy-discovery-off orgs do a direct pref write; discovery-on orgs route through the Discovery Framework path for the Call Summarization feature. Returns the resulting pref value. Public alternative `POST /connect/setup/discovery/feature/sales-cloud-call-summaries/{enable,disable}` exists but splits one toggle into two endpoints — substituting changes SOR shape; controller is the unified-toggle public surface.
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-call-summarization-pref-toggle` — status: `proposed`
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- **Inputs:**
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-
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- - `enabled` *(`boolean`)* — Whether d is enabled.
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-
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- #### `toggle-sales-call-explorer-pref`
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- Toggle the CallExplorerEnabled org pref (Conversational Intelligence). Dual-mode: legacy direct pref write, or discovery-on orgs route through the Discovery Framework path for the Call Explorer feature. Returns the resulting pref value. Gated by Sales Record Summaries access. Public alternative `POST /connect/setup/discovery/feature/sales-cloud-call-explorer/{enable,disable}` (Connect API SetupDiscovery) exists with shape mismatch.
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-call-explorer-pref-toggle` — status: `proposed`
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-
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- **Inputs:**
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-
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- - `enabled` *(`boolean`)* — Whether d is enabled.
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-
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- #### `toggle-sales-conversation-mining-pref`
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-
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- Toggle the ConversationMining org pref (Sales Signals). Dual-mode: legacy direct pref write, or discovery-on orgs route through the Discovery Framework path for the Sales Signals feature. Returns the resulting pref value. Gated by Conversation Mining Settings access. Prerequisite step for the APD360-perm and refresh-sales-mining toggles. Public alternative `POST /connect/setup/discovery/feature/sales-cloud-sales-signals/{enable,disable}` exists with shape mismatch.
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-conversation-mining-pref-toggle` — status: `proposed`
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-
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- **Inputs:**
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-
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- - `enabled` *(`boolean`)* — Whether d is enabled.
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-
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- #### `toggle-signals2dc-pref`
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-
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- Toggle the ECISignals2DC org pref (Signals to DataCloud). Single direct pref write (no discovery-framework branch for this pref). Returns the resulting pref value. Gated by Conversation Mining Settings access. CDP/Genie should be enabled for the resulting signalsDCStatus to reflect a real provisioning state. No public Connect/Tooling/Metadata alternative for this specific pref.
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-signals2-dcpref-toggle` — status: `proposed`
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-
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- **Inputs:**
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-
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- - `enabled` *(`boolean`)* — Whether d is enabled.
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-
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- #### `toggle-sales-conversation-mining-apd360-perm`
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-
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- Toggle the aPD360ForECI org-permission bit. Direct org-permission write (NOT a pref). Returns the resulting perm value. Gated by Sales Record Summaries access. Should run AFTER toggle-sales-conversation-mining-pref — the perm sits on top of the conversation-mining feature pref. No public Metadata/Tooling alternative for org-permission bits at this level.
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-
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-conversation-mining-apd360-perm-toggle` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `enabled` *(`boolean`)* — Whether d is enabled.
199
-
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- **Depends on:** `toggle-sales-conversation-mining-pref`
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-
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- #### `toggle-sales-rep-feedback-pref`
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-
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- Toggle the EinsteinSalesRepFdbkEnab org pref (Enablement Coaching). Single direct pref write. Returns the resulting pref value. Gated by Sales Record Summaries access. No public Connect/Tooling/Metadata Settings type covers this specific pref.
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-
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-rep-feedback-pref-toggle` — status: `proposed`
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-
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- **Inputs:**
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-
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- - `enabled` *(`boolean`)* — Whether d is enabled.
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-
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- #### `toggle-sales-call-generative-insights-pref`
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-
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- Toggle the GenerativeConvInsights org pref (Conversational Intelligence). Single direct pref write, plus a server-side info log. Returns the resulting pref value. Gated by Sales Record Summaries access. No public Metadata Settings type covers this specific pref.
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-
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-call-generative-insights-pref-toggle` — status: `proposed`
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-
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- **Inputs:**
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-
220
- - `enabled` *(`boolean`)* — Whether d is enabled.
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-
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- #### `refresh-sales-mining`
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-
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- Kick off a Sales Conversation Mining refresh and return the resulting ConversationMiningStatus (typically PROCESSING immediately after start). An imperative service trigger, not a pref/perm write. Gated by Conversation Mining Settings access. Should run after toggle-sales-conversation-mining-pref enables the feature. No public Connect/Tooling alternative — service-action without CRUD equivalent.
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-mining-refresh` — status: `proposed`
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-
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- **Depends on:** `toggle-sales-conversation-mining-pref`
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-
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- **Output:** ConversationMiningStatus object — the conversation-mining state immediately after the refresh kicks off. Typically PROCESSING when refresh just started; contains status enum + status details. Inspect getState.salesConversationMiningStatus or re-call refresh-sales-mining to poll for completion.
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- ### Verify operations
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- #### `verify-toggle-sales-email-pref`
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- Read getState; confirm isSalesEmailAssistantPrefEnabled equals the value passed to toggle-sales-email-pref. On enable, also confirm isOpenPromptEnabled=true (the dual-pref atomic batch flips OnlyUseBuilderPrompts in legacy-discovery-off orgs). Inspect the state UI-enum: ENABLED if Hawking is ready, IN_PROGRESS if PROVISIONING, HAWKING_TENANT_ERROR if PROVISION_FAILED (in which case getState resets the pref to false — re-toggle if needed).
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- **Call:** `GET /headless/invoke/platform/gptemail-generation`
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-
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- **Depends on:** `toggle-sales-email-pref`
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-
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- #### `verify-toggle-open-prompt`
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-
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- Read getState; confirm isOpenPromptEnabled equals the value passed to toggle-open-prompt (already inverted server-side; getState returns !OnlyUseBuilderPrompts so true means open-prompt allowed).
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-
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- **Call:** `GET /headless/invoke/platform/gptemail-generation`
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-
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- **Depends on:** `toggle-open-prompt`
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-
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- #### `verify-toggle-sales-call-summarization-pref`
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-
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- Read getState; confirm isSalesCallSummarizationPrefEnabled equals the value passed to toggle-sales-call-summarization-pref.
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-
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- **Call:** `GET /headless/invoke/platform/gptemail-generation`
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-
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- **Depends on:** `toggle-sales-call-summarization-pref`
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-
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- #### `verify-toggle-sales-call-explorer-pref`
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-
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- Read getState; confirm isSalesCallExplorerPrefEnabled equals the value passed to toggle-sales-call-explorer-pref.
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-
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- **Call:** `GET /headless/invoke/platform/gptemail-generation`
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-
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- **Depends on:** `toggle-sales-call-explorer-pref`
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-
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- #### `verify-toggle-sales-conversation-mining-pref`
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- Read getState; confirm isSalesConversationMiningPrefEnabled equals the value passed to toggle-sales-conversation-mining-pref. Optionally inspect salesConversationMiningProvisioningStatus and salesConversationMiningStatus (only populated when pref is on).
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- **Call:** `GET /headless/invoke/platform/gptemail-generation`
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- **Depends on:** `toggle-sales-conversation-mining-pref`
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- #### `verify-toggle-signals2dc-pref`
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- Read getState; confirm eciSignals2DCPref equals the value passed to toggle-signals2dc-pref. Inspect signalsDCStatus / signalsDCDetails for the underlying provisioning state when CDP/Genie is enabled.
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- **Call:** `GET /headless/invoke/platform/gptemail-generation`
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- **Depends on:** `toggle-signals2dc-pref`
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- #### `verify-toggle-sales-conversation-mining-apd360-perm`
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- Read getState; confirm isSalesConversationMiningAPD360PermEnabled equals the value passed to toggle-sales-conversation-mining-apd360-perm.
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- **Call:** `GET /headless/invoke/platform/gptemail-generation`
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- **Depends on:** `toggle-sales-conversation-mining-apd360-perm`
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- #### `verify-toggle-sales-rep-feedback-pref`
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- Read getState; confirm isSalesRepFeedbackPrefEnabled equals the value passed to toggle-sales-rep-feedback-pref.
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- **Call:** `GET /headless/invoke/platform/gptemail-generation`
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- **Depends on:** `toggle-sales-rep-feedback-pref`
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- #### `verify-toggle-sales-call-generative-insights-pref`
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- Read getState; confirm isSalesCallGenerativeInsightsPrefEnabled equals the value passed to toggle-sales-call-generative-insights-pref.
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- **Call:** `GET /headless/invoke/platform/gptemail-generation`
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- **Depends on:** `toggle-sales-call-generative-insights-pref`
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- #### `verify-refresh-sales-mining`
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- Read getState; inspect salesConversationMiningStatus (the ConversationMiningStatus object) for the post-refresh state. Refresh kicked from PROCESSING to a terminal status (success/failure) over time — re-poll if still PROCESSING. Also surfaces salesConversationMiningProvisioningStatus.
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- **Call:** `GET /headless/invoke/platform/gptemail-generation`
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- **Depends on:** `refresh-sales-mining`
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- ---
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- name: agentforce-wizard-ui-forecasting-analytics-components-configure
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- description: "Use this skill when users want to einstein Forecasting Prediction Tuner setup (ForecastingPredictive AI application type). Trigger when users mention wizard, ui, forecasting, analytics, components."
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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 Wizard Ui Forecasting Analytics Components
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-
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- ## When to Use This Skill
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-
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- Einstein Forecasting Prediction Tuner setup (ForecastingPredictive AI application type). Three Aura ops — get-tuner-setup-state reads whether the predictor's AI application is provisioned; load-tuner-metadata returns the Opportunity field catalog plus the saved prediction configuration; save-tuner-metadata upserts the prediction configuration and returns the AI application id. All gate on Predictive Forecasting + Customize Application + Modify All Data. No public Connect/Tooling/Metadata alternative — the AI application record is tooling-internal.
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-
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- ## Critical Constraints
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- **Preconditions:**
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- - Org has Predictive Forecasting (Einstein Forecasting Prediction) enabled. (check: `Predictive Forecasting enabled`)
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- - Running user has the Customize Application user permission. (check: `USER_PERMISSION_CUSTOMIZE_APPLICATION`)
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- - Running user has the Modify All Data user permission. (check: `USER_PERMISSION_MODIFY_ALL_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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- | Operation | Purpose | Status | Call | Depends on |
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- |-----------|---------|--------|------|------------|
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- | `forecasting-prediction-tuner-setup-flow-controller-get-tuner-setup-state` | read | implemented | `GET /headless/invoke/analytics/forecasting-analytics/get-tuner-setup-state` | — |
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- | `forecasting-prediction-tuner-setup-flow-controller-load-tuner-metadata` | read | implemented | `GET /headless/invoke/analytics/forecasting-analytics/load-tuner-metadata` | `forecasting-prediction-tuner-setup-flow-controller-get-tuner-setup-state` |
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- | `forecasting-prediction-tuner-setup-flow-controller-save-tuner-metadata` | write | implemented | `PATCH /headless/invoke/analytics/forecasting-analytics/save-tuner-metadata` | `forecasting-prediction-tuner-setup-flow-controller-load-tuner-metadata` |
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-
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- ### Read operations
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- #### `forecasting-prediction-tuner-setup-flow-controller-get-tuner-setup-state`
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-
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- Read whether the ForecastingPredictive AI application is provisioned. Returns hasAIApplication=true when the AI application exists with a valid id; false blocks downstream tuner steps until upstream Einstein/AI application setup runs.
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- **Call:** `GET /headless/invoke/analytics/forecasting-analytics/get-tuner-setup-state` — status: `implemented`
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-
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- **Output:** A single boolean field hasAIApplication. True when a ForecastingPredictive AI application exists in the org with a valid id; false otherwise.
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-
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- #### `forecasting-prediction-tuner-setup-flow-controller-load-tuner-metadata`
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-
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- Load Opportunity custom fields, picklist fields paired with their values (CurrencyIsoCode excluded), the RecordTypeId field with RecordTypeInfo entries when custom record types exist, and the org's saved prediction configuration (null on a fresh org).
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- **Call:** `GET /headless/invoke/analytics/forecasting-analytics/load-tuner-metadata` — status: `implemented`
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- **Depends on:** `forecasting-prediction-tuner-setup-flow-controller-get-tuner-setup-state`
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- **Output:** Carries availableOppFields (Opportunity custom field list), oppPicklistFieldsAndValues (picklist fields + values plus RecordTypeId+RecordTypeInfo when custom record types exist), and predictionConfig (current saved prediction configuration or null on a fresh org).
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-
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- ### Write operations
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-
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- #### `forecasting-prediction-tuner-setup-flow-controller-save-tuner-metadata`
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-
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- Upsert the org's prediction configuration. Accepts a Map<String,Object> under key `predictionConfig`, but the controller first re-serializes it through a string-valued map type — every value is string-coerced — before deserializing into the prediction-config object, so send string-valued fields (e.g. `excludedFields` as a JSON-encoded string, not a native array). Updates when the config carries both AIApplicationId and PredictionDefinitionId, else creates the ForecastingPredictive AI application. Returns the AI application id. Round-trip predictionConfig from the load-tuner-metadata read on partial mutations to preserve unset fields.
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- **Call:** `PATCH /headless/invoke/analytics/forecasting-analytics/save-tuner-metadata` — status: `implemented`
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-
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- **Depends on:** `forecasting-prediction-tuner-setup-flow-controller-load-tuner-metadata`
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- **Output:** String — the AI application id (aiAppId) of the upserted ForecastingPredictive AI application record. Use as evidence the predictor is now provisioned (a subsequent get-tuner-setup-state read should return hasAIApplication=true).
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1
- ---
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- name: agentforce-wizard-ui-sales-einstein-components-configure
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- description: "Use this skill when users want to wizard subset of the Sales Email Assistant setup and filter-row picklist operations. Trigger when users mention wizard, ui, sales, einstein, components."
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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 Wizard Ui Sales Einstein Components
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-
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- ## When to Use This Skill
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-
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- Wizard subset of the Sales Email Assistant setup and filter-row picklist operations. Two boolean org-pref toggles (EinsteinGPTSalesEmailsPref and ORG_PREFERENCE_CALL_SUMMARIZATION) plus a filter-row picklist read for the filter-row UI. The sales-email toggle, when Discovery Framework is off and enabled=true, performs an atomic bulk pref write flipping OnlyUseBuilderPrompts to false alongside the pref write; both toggles echo the saved Boolean. The picklist read returns {label, value} pairs; fieldApiName='RecordTypeId' branches to return the object's record types instead (label = record-type label, value = record-type id). Sibling SOR GPTEmailGeneration covers the remaining 7 toggles + composite getState read on this setup page.
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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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- | `filter-row-picklist-controller-get-picklist-values` | read | implemented | `GET /headless/invoke/einstein/sales-einstein/filter-row-picklist/get-picklist-values` | — |
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- | `sales-email-assistant-setup-controller-handle-sales-email-pref-toggle` | write | implemented | `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-email-pref-toggle` | — |
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- | `sales-email-assistant-setup-controller-handle-sales-call-summarization-pref-toggle` | write | implemented | `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-call-summarization-pref-toggle` | — |
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- ### Read operations
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-
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- #### `filter-row-picklist-controller-get-picklist-values`
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- Returns the available picklist values as {label, value} pairs for a field on an object, used to populate filter-row options. When the field is 'RecordTypeId', returns the object's record types instead (label = record-type label, value = record-type id). Returns an empty list when the object or field is not supplied. Requires View Setup access.
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- **Call:** `GET /headless/invoke/einstein/sales-einstein/filter-row-picklist/get-picklist-values` — status: `implemented`
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-
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- ### Write operations
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-
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- #### `sales-email-assistant-setup-controller-handle-sales-email-pref-toggle`
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-
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- Sets EinsteinGPTSalesEmailsPref to `enabled`. When Discovery Framework is off and enabled=true, an atomic bulk pref write also flips OnlyUseBuilderPrompts to false (open-prompt defaults on); otherwise the write routes through the Discovery Framework path for the Sales Email feature. Returns Boolean. AURA-IS-CANONICAL: pref absent from Metadata Settings types and from Tooling Organization columns (source-verified).
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-email-pref-toggle` — status: `implemented`
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-
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- #### `sales-email-assistant-setup-controller-handle-sales-call-summarization-pref-toggle`
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- Enables or disables the Sales Call Summarization org preference. Writing the preference requires Setup administrator access, and the saved boolean value is returned.
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-
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- **Call:** `PATCH /headless/invoke/platform/gptemail-generation/handle-sales-call-summarization-pref-toggle` — status: `implemented`