@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
  259. package/skills/fsc-digital-origination-product-setup-act1-permissions-assign/SKILL.md +0 -83
  260. package/skills/fsc-digital-origination-product-setup-coordinate/SKILL.md +0 -248
  261. package/skills/fsc-digital-origination-sample-data-create/SKILL.md +0 -206
  262. package/skills/fsc-document-checklist-settings-configure/SKILL.md +0 -57
  263. package/skills/fsc-flexible-hierarchy-configure/SKILL.md +0 -148
  264. package/skills/fsc-flexible-hierarchy-foundation-configure/SKILL.md +0 -1430
  265. package/skills/fsc-flexible-hierarchy-graph-config-create/SKILL.md +0 -471
  266. package/skills/fsc-flexible-hierarchy-rule-based-graph-deploy/SKILL.md +0 -429
  267. package/skills/fsc-pricing-product-configurator-configure/SKILL.md +0 -150
  268. package/skills/fsc-pricing-salesforce-omnistudio-switch/SKILL.md +0 -123
  269. package/skills/fsc-product-act2-catalog-categories-create/SKILL.md +0 -82
  270. package/skills/fsc-product-act3-attributes-create/SKILL.md +0 -249
  271. package/skills/fsc-product-act4-classification-assignment-create/SKILL.md +0 -196
  272. package/skills/fsc-product-act5-considerations-get/SKILL.md +0 -44
  273. package/skills/fsc-stage-management-apex-flow-deploy/SKILL.md +0 -384
  274. package/skills/fsc-stage-management-compliant-data-sharing-configure/SKILL.md +0 -144
  275. package/skills/fsc-stage-management-decision-matrices-create/SKILL.md +0 -107
  276. package/skills/fsc-stage-management-definition-assignments-create/SKILL.md +0 -189
  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
@@ -1,69 +0,0 @@
1
- ---
2
- name: industries-cds-general-settings-configure
3
- description: "Use this skill when users want to compliant Data Sharing (CDS) general settings: read or change the org-wide policy for what happens when a Salesforce user who holds CDS participant records, or belongs to a CDS participant group, is deactivated. Trigger when users mention cdsgeneral, settings, cdsgeneral settings."
4
- metadata:
5
- version: "1.0"
6
- ---
7
-
8
- # Managing Cds General Settings
9
-
10
- ## When to Use This Skill
11
-
12
- Compliant Data Sharing (CDS) general settings: read or change the org-wide policy for what happens when a Salesforce user who holds CDS participant records, or belongs to a CDS participant group, is deactivated. Either block the user deactivation until that participant access is removed, or allow it and have the user's participant records deactivated automatically. This is the CDS user-offboarding policy; sibling CDS setup pages cover object enablement, participant roles, and participant groups.
13
-
14
- ## Workflow
15
-
16
- This page exposes one org-wide preference plus a retry hook.
17
-
18
- ## Critical Constraints
19
-
20
- **Preconditions:**
21
-
22
- - Org has IndustriesCompliantDataSharing enabled (OrgPermissions.CompliantDataSharing). Parent gate for the entire CDS setup tree — without it the setup node is not visible. (check: `Compliant Data Sharing enabled`)
23
- - Caller has UserPermissions.ConfigCompliantDataSharing + UserPermissions.ViewSetup, OR is sysadmin (CustomizeApplication + ModifyAllData). Per-method @ServiceComponentAccessGuard on every controller method. (check: `Compliant Data Sharing config access`)
24
- - Class-level @ServiceComponentAccessGuard layered before per-method gate — userHasIndustriesConfigCompliantDataSharing AND (ViewSetup OR sysadmin). Applied on every method dispatched into this controller. (check: `Manage Object Enablement Settings`)
25
- - Compliant Data Sharing must be enabled for at least one object (Setup > Compliant Data Sharing > Object Enablement Settings) before the user-deactivation preference has any effect. Without it the preference is still readable and writable, but no deactivation is ever refused, so a successful write changes nothing observable. (check: `Compliant Data Sharing enabled for at least one object`)
26
- - The participant-group half of the deactivation block - refusing to deactivate a user because they belong to a participant group - additionally requires the Groups org permission. Without it, only participant records are checked. (check: `Groups org permission for participant-group checks`)
27
- - Choosing SetParticipantRecordsToInactiveOnDeactivateUser requires the admin who later performs the user deactivation to hold EDIT field-level security on the IsActive field of every participant entity. Verified against a live org: this is granted by neither the System Administrator profile nor the FSC Sales permission set and must be added explicitly. Without it the deactivation is refused with "you don't have permission to update field IsActive of <entity>", which resembles the participant-record block but has a different cause and fix. (check: `Edit field-level security on participant IsActive`)
28
-
29
- **Operational rules:**
30
-
31
- - THE PREFERENCE has two values, and the option labels an admin sees in the UI are easy to misread, so rely on this description instead. PreventDeactivateUserWithParticipantRecords (the default) BLOCKS user deactivation: if the user holds any participant record, or belongs to any participant group, the deactivation is refused and the error points at the offending record or group. Nothing is deleted; the admin must remove the participant records and group memberships first, then deactivate. SetParticipantRecordsToInactiveOnDeactivateUser ALLOWS the deactivation and then deactivates that user's participant records automatically in an asynchronous follow-up job.
32
- - INERT UNLESS ENABLED PER OBJECT. The blocking behavior only engages when Compliant Data Sharing is turned on for at least one object. On an org where no object has it enabled, this preference can be written and read back successfully while changing nothing observable. Do not report a successful write as a behavior change without confirming object enablement. The participant-group half of the block additionally requires the Groups org permission.
33
- - ORDERING. Read the current value first; the read operation stands alone and does not require a prior write. Write, then read back to confirm the new value persisted.
34
- - HUMAN GATE THE API SKIPS. In the UI, changing this preference raises an "Are you sure you want to change the user deactivation behavior?" confirmation that the admin must accept. That gate is client-side only, so an API write applies immediately with no confirmation. Surface the consequence to the user and get their intent before writing.
35
- - WITHDRAWN OPERATION - DO NOT OFFER IT. The controller behind this page also exposes a bulk participant-record deactivation call, intended as the retry path for a failed asynchronous cleanup job. It is withdrawn and not callable here, because it fails with HTTP 500 on every invocation and the product's own admin retry link fails identically. Do not describe it as available, and do not offer to retry a failed cleanup from this page - there is currently no supported way to do that.
36
- - ERROR CONTRACT. The preference write returns HTTP 500 for input that is permanently wrong rather than a 4xx: an unrecognised preference value surfaces as 500. Do not treat a 500 from this page as a transient fault worth retrying - read the message and correct the request instead. Some messages carry internal implementation text rather than admin-facing guidance, so relay their substance to the user rather than the raw string.
37
-
38
- ## Operations Reference
39
-
40
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
41
-
42
- ### Summary
43
-
44
- | Operation | Purpose | Status | Call | Depends on |
45
- |-----------|---------|--------|------|------------|
46
- | `update-cds-participant-record-on-deactivate-user-org-value` | write | proposed | `PATCH /headless/invoke/platform/cdsgeneral-settings/update-cdsparticipant-record-on-deactivate-user-org-value` | — |
47
- | `verify-update-cds-participant-record-on-deactivate-user-org-value` | read | proposed | `GET /headless/invoke/platform/cdsgeneral-settings/get-cdsparticipant-record-on-deactivate-user-org-value` | — |
48
-
49
- ### Read operations
50
-
51
- #### `verify-update-cds-participant-record-on-deactivate-user-org-value`
52
-
53
- Read the current org-wide user-deactivation behavior for Compliant Data Sharing participant records. Returns one of PreventDeactivateUserWithParticipantRecords (the default) or SetParticipantRecordsToInactiveOnDeactivateUser. Safe to call on its own as a baseline read before changing the setting, and again afterwards to confirm the new value persisted - it takes no inputs and has no prerequisite step.
54
-
55
- **Call:** `GET /headless/invoke/platform/cdsgeneral-settings/get-cdsparticipant-record-on-deactivate-user-org-value` — status: `proposed`
56
-
57
- **Output:** The current value of the org-wide preference, as a string. Either PreventDeactivateUserWithParticipantRecords (the default - user deactivation is refused while the user holds participant records or belongs to a participant group) or SetParticipantRecordsToInactiveOnDeactivateUser (deactivation proceeds and the user's participant records are deactivated asynchronously).
58
-
59
- ### Write operations
60
-
61
- #### `update-cds-participant-record-on-deactivate-user-org-value`
62
-
63
- Set the org-wide user-deactivation behavior for Compliant Data Sharing participant records. Accepts PreventDeactivateUserWithParticipantRecords (refuse to deactivate a user who holds participant records or belongs to a participant group) or SetParticipantRecordsToInactiveOnDeactivateUser (allow the deactivation and deactivate that user's participant records via an asynchronous follow-up job). Echoes the saved value back. The setting takes effect only on orgs where Compliant Data Sharing is enabled for at least one object. In the UI this change is gated behind a confirmation dialog that this API call does not apply.
64
-
65
- **Call:** `PATCH /headless/invoke/platform/cdsgeneral-settings/update-cdsparticipant-record-on-deactivate-user-org-value` — status: `proposed`
66
-
67
- **Inputs:**
68
-
69
- - `selectedValue` *(`String`)* — Value for the selected value field.
@@ -1,169 +0,0 @@
1
- ---
2
- name: industries-claim-financial-settings-configure
3
- description: "Use this skill when users want to manage ClaimFinancialSettings records (FSC Insurance Claim Management settings; keyPrefix 11Z) via sObject REST CRUD. Trigger when users mention claim, financial, settings, claim financial settings."
4
- metadata:
5
- version: "1.0"
6
- accessCheck: "IndustriesPolicyadmin.orgHasInsurancePolicyAdministrationPref || IndustriesPolicyadmin.orgHasInsuranceClaimMgmtPref"
7
- ---
8
-
9
- # Managing Claim Financial Settings
10
-
11
- ## When to Use This Skill
12
-
13
- Manage ClaimFinancialSettings records (FSC Insurance Claim Management settings; keyPrefix 11Z) via sObject REST CRUD. Singleton entity — at most ONE record per org; a second POST returns 400 FIELD_INTEGRITY_EXCEPTION "You can't create more than one Claim Financial Settings record." An admin's canonical workflow is therefore configure-or-reconfigure the single row, not fan-out create. Three required TEXT(255) status fields define the row — ClaimCovPendingAuthStatus, ClmCovPymtDtlPendAuthSts, ClaimPendingAuthorityStatus — plus standard MasterLabel, DeveloperName, Language (restricted picklist; invalid values return 400 INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST). DeveloperName provided on create is server-normalized (the platform assigns a canonical value derived from MasterLabel; do not depend on the caller-supplied DeveloperName round-tripping). Identity by Id for ad-hoc edits; upsert by DeveloperName is available but has limited utility given the singleton constraint. For source-controlled rollout, deploy via Metadata API (api_type metadata_api, POST /headless/metadata); Metadata READ is NOT supported (GET /headless/metadata for this type returns 400 UNSUPPORTED_OPERATION — read the row via sObject GET instead). No Aura controller exists; sObject REST, Tooling REST, and Metadata API deploy are the entire programmatic surface — pick by intent (CRUD / introspection / source-controlled deploy).
14
-
15
- ## Workflow
16
-
17
- Standard sObject REST provides full CRUD + describe on ClaimFinancialSettings; no proprietary Aura controller is involved. Fields available at runtime come from /describe — the SOR doesn't enumerate them statically because the shape depends on the org's permission/profile setup. Run /describe first, then construct the payload from the createable fields list.
18
-
19
- ## Critical Constraints
20
-
21
- **Preconditions:**
22
-
23
- - User needs CRUD access to ClaimFinancialSettings. (check: `<udd:crud:ClaimFinancialSettings>`)
24
- - Org has Insurance Claim Management or Insurance Policy Administration enabled — without one the entity is non-addressable and the setup node is hidden. (check: `Insurance Policy Administration enabled || Insurance Claim Management enabled`)
25
- - Running user holds Insurance Policy Admin or Insurance Claim Management user access — gates UI + API CRUD on the entity. (check: `Insurance Policy Admin access || Insurance Claim Management access`)
26
- - User needs access to manage ClaimFinancialSettings (CRUD on the ClaimFinancialSettings sObject). (check: `Insurance Policy Administration enabled || Insurance Claim Management enabled`)
27
-
28
- ## Operations Reference
29
-
30
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
31
-
32
- ### Summary
33
-
34
- | Operation | Purpose | Status | Call | Depends on |
35
- |-----------|---------|--------|------|------------|
36
- | `describe` | read | — | `GET /services/data/v67.0/sobjects/ClaimFinancialSettings/describe` | — |
37
- | `list` | read | — | `GET /services/data/v67.0/query` | `describe` |
38
- | `get-by-id` | read | — | `GET /services/data/v67.0/sobjects/ClaimFinancialSettings/{Id}` | `list` |
39
- | `create` | write | — | `POST /services/data/v67.0/sobjects/ClaimFinancialSettings` | `describe` |
40
- | `update` | write | — | `PATCH /services/data/v67.0/sobjects/ClaimFinancialSettings/{Id}` | `get-by-id` |
41
- | `delete` | write | — | `DELETE /services/data/v67.0/sobjects/ClaimFinancialSettings/{Id}` | `get-by-id` |
42
- | `write-claim-financial-settings-via-metadata` | write | — | `POST /headless/metadata` | — |
43
-
44
- ### Dependency graph
45
-
46
- ```mermaid
47
- graph TD
48
- describe["describe (read)"]
49
- list["list (read)"]
50
- get_by_id["get-by-id (read)"]
51
- create["create (write)"]
52
- update["update (write)"]
53
- delete["delete (write)"]
54
- write_claim_financial_settings_via_metadata["write-claim-financial-settings-via-metadata (write)"]
55
- describe --> list
56
- list --> get_by_id
57
- describe --> create
58
- get_by_id --> update
59
- get_by_id --> delete
60
- ```
61
-
62
- ### Read operations
63
-
64
- #### `describe`
65
-
66
- Returns DescribeSObjectResult — 3 required TEXT(255) status fields plus MasterLabel/DeveloperName/Language, FLS, createable/updateable. Field shape is statically known from UDD; describe verifies per-user FLS before write-payload construction.
67
-
68
- **Call:** `GET /services/data/v67.0/sobjects/ClaimFinancialSettings/describe`
69
-
70
- **Output:** DescribeSObjectResult — fields[] includes ClaimCovPendingAuthStatus, ClmCovPymtDtlPendAuthSts, ClaimPendingAuthorityStatus (each TEXT(255), nillable=false) plus MasterLabel, DeveloperName, Language and standard audit fields (CreatedBy/Date, LastModifiedBy/Date, SystemModstamp). recordTypeInfos and childRelationships are empty (no master-detail children).
71
-
72
- #### `list`
73
-
74
- SOQL list of ClaimFinancialSettings rows. UDD defaultFilterColumns are MasterLabel, ClaimCovPendingAuthStatus, ClmCovPymtDtlPendAuthSts, ClaimPendingAuthorityStatus — project these for setup-page-equivalent display.
75
-
76
- **Call:** `GET /services/data/v67.0/query`
77
-
78
- **Inputs:**
79
-
80
- - `where` *(`String`)* — Optional SOQL WHERE clause to filter Claim Financial Settings records.
81
- - `limit` *(`int`)* — Optional SOQL LIMIT value.
82
- - `q` *(`string`)*
83
-
84
- **Depends on:** `describe`
85
-
86
- **Output:** QueryResult — records[] of ClaimFinancialSettings (Id + each SELECTed field), totalSize, done, nextRecordsUrl when paginated. Empty records[] when no rows exist (an unconfigured org returns 0 settings records by default).
87
-
88
- #### `get-by-id`
89
-
90
- Retrieve a specific ClaimFinancialSettings record by Id.
91
-
92
- **Call:** `GET /services/data/v67.0/sobjects/ClaimFinancialSettings/{Id}`
93
-
94
- **Inputs:**
95
-
96
- - `Id` *(`ID`)* — Id of the ClaimFinancialSettings record to fetch.
97
-
98
- **Depends on:** `list`
99
-
100
- **Output:** Single ClaimFinancialSettings record with all readable fields per user FLS.
101
-
102
- ### Write operations
103
-
104
- #### `create`
105
-
106
- Create a new ClaimFinancialSettings record. Run /describe first to learn the required + createable fields.
107
-
108
- **Call:** `POST /services/data/v67.0/sobjects/ClaimFinancialSettings`
109
-
110
- **Inputs:**
111
-
112
- - `body` *(`object`)* — Field/value map for the new ClaimFinancialSettings. Populate from /describe's createableFields list.
113
-
114
- **Depends on:** `describe`
115
-
116
- **Output:** SaveResult — id (15/18-char Id, keyPrefix 11Z), success (true on 201), errors[] (empty on success). Subsequent retrieve / update / delete keyed on the returned id.
117
-
118
- **Rollback:** Call delete with the returned Id to undo the create.
119
-
120
- **Notes:** singleton_constraint: Only ONE ClaimFinancialSettings record allowed per org. A second POST returns 400 FIELD_INTEGRITY_EXCEPTION "You can't create more than one Claim Financial Settings record." Query first (list step, LIMIT 1) — if a row exists, use update instead of create.; developer_name_normalization: DeveloperName supplied in the request body is NOT preserved verbatim. The platform assigns a canonical DeveloperName derived from MasterLabel (verified: request "B4Expertise_retry2_create" was returned as "Claim_Financial_Settings"). Downstream lookups by DeveloperName must use the server-assigned value from the GET-after-create, not the caller-supplied value.
121
-
122
- #### `update`
123
-
124
- Update an existing ClaimFinancialSettings record. Merge-patch semantics.
125
-
126
- **Call:** `PATCH /services/data/v67.0/sobjects/ClaimFinancialSettings/{Id}`
127
-
128
- **Inputs:**
129
-
130
- - `Id` *(`ID`)* — Id of the ClaimFinancialSettings to update.
131
- - `body` *(`object`)* — Partial field/value map — only include fields you want to change.
132
-
133
- **Depends on:** `get-by-id`
134
-
135
- **Output:** Empty 204 No Content on success. Errors return SaveError shape (statusCode, message, fields[]).
136
-
137
- **Rollback:** Re-PATCH with the prior field values (capture them via get-by-id before update). PATCH is idempotent at the wire layer but not at the value layer — the rollback must replay the prior values explicitly.
138
-
139
- **Notes:** merge_semantics: PATCH is partial-update (merge) — omitted fields are preserved. Confirmed via probe: PATCH {MasterLabel, Language} kept the 3 status fields unchanged in the subsequent GET.; enum_error_shape: Invalid Language value returns 400 INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST with message "Master Language: bad value for restricted picklist field: <value>". Query /describe fields[?name=Language].picklistValues[] for the accepted locale set.
140
-
141
- #### `delete`
142
-
143
- Delete a ClaimFinancialSettings record.
144
-
145
- **Call:** `DELETE /services/data/v67.0/sobjects/ClaimFinancialSettings/{Id}`
146
-
147
- **Inputs:**
148
-
149
- - `Id` *(`ID`)* — Id of the ClaimFinancialSettings to delete.
150
-
151
- **Depends on:** `get-by-id`
152
-
153
- **Output:** Empty 204 No Content on success. 404 ENTITY_IS_DELETED when the row was already deleted; 400 if the user lacks delete access (per UDD deleteAccess gate).
154
-
155
- #### `write-claim-financial-settings-via-metadata`
156
-
157
- Deploy ClaimFinancialSettings members via Metadata API — the source-controlled rollout path. Use for FSC release bundles rather than ad-hoc CRUD; transport routes via /headless/metadata.
158
-
159
- **Call:** `POST /headless/metadata`
160
-
161
- **Inputs:**
162
-
163
- - `package` *(`object`)* — Metadata API package containing one or more ClaimFinancialSettings members keyed on fullName (=DeveloperName). Each member carries masterLabel + the 3 required status fields. destructiveChanges.xml may list fullNames to delete.
164
-
165
- **Output:** DeployResult — id (AsyncResult), state (Pending|InProgress|Succeeded|SucceededPartial|Failed), details (componentSuccesses[] / componentFailures[] per fullName).
166
-
167
- **Rollback:** Re-deploy with the prior package state, or attach destructiveChanges.xml listing the new fullNames to remove.
168
-
169
- **Notes:** read_unsupported: The Metadata API supports POST/PUT deploy for ClaimFinancialSettings but does NOT support READ. GET /headless/metadata?type=ClaimFinancialSettings&fullName=... returns 400 UNSUPPORTED_OPERATION "MetadataCrud does not support READ on type: ClaimFinancialSettings". Read the current row via sObject GET (steps get-by-id or list) before crafting a deploy package.
@@ -1,136 +0,0 @@
1
- ---
2
- name: industries-clinical-data-model-settings-configure
3
- description: "Use this skill when users want to manages two Health Cloud org preferences via the Clinical Data Settings setup page: ORG_PREFERENCE_CLINICAL_DATA_MODEL (clinical data model) and ORG_PREFERENCE_ADVERSE_EVENTS (adverse event data model). Trigger when users mention clinical, data, model, settings, clinical data model settings."
4
- metadata:
5
- version: "1.0"
6
- accessCheck: "(HealthCloudAccessCheck.ORG_HAS_HEALTH_CLOUD || HealthCloudAccessCheck.ORG_HAS_HEALTH_CLOUD_STARTER) || (IndustriesLifeSciencesUddSettingAccessCheck.ORG_PERMISSION_ADVERSE_EVENTS)"
7
- ---
8
-
9
- # Managing Clinical Data Model Settings
10
-
11
- ## When to Use This Skill
12
-
13
- Manages two Health Cloud org preferences via the Clinical Data Settings setup page: ORG_PREFERENCE_CLINICAL_DATA_MODEL (clinical data model) and ORG_PREFERENCE_ADVERSE_EVENTS (adverse event data model). All four operations route through the platform Aura controller (exposed via /headless/invoke/platform/clinical-data-model-settings/*). The page reads each preference's current boolean state and toggles each independently. Writes require an org licensed for Health Cloud OR Health Cloud Starter plus Customize Application/SysAdmin; the adverse-event toggle additionally requires the ORG_PERMISSION_ADVERSE_EVENTS feature flag. Enabling the clinical-data-model preference emits a LifeSciences telemetry event (CLINICAL_DM, clinicalDataModel.enabled). The HC Starter license variant lives in sibling SOR ClinicalDataModelSettingsStarter.
14
-
15
- ## Workflow
16
-
17
- Two independent prefs, no inter-pref ordering. To inspect: call get-clinical-data-model-org-pref and get-adverse-event-data-model-org-pref. To change either: call its toggle write, then its verify read-back. License (HC|HC-Starter) + Customize Application/SysAdmin required for all writes.
18
-
19
- ## Critical Constraints
20
-
21
- **Preconditions:**
22
-
23
- - Caller must hold Customize Application OR System Administrator (Customize Application permission); required by both writes and the adverse-event read. (check: `Customize Application permission`)
24
- - Org must be licensed for Health Cloud OR Health Cloud Starter; both writes throw NoAccessException when neither license is present (controller checkAccessAndThrowException, lines 75-79). The HC Starter license variant has its own SOR (ClinicalDataModelSettingsStarter). (check: `HealthCloudAccessCheck.ORG_HAS_HEALTH_CLOUD || HealthCloudAccessCheck.ORG_HAS_HEALTH_CLOUD_STARTER`)
25
- - Toggling the Adverse Event Data Model preference additionally requires the ORG_PERMISSION_ADVERSE_EVENTS feature flag enabled in the org. Does NOT affect the clinical-data-model toggle (controller checkAdverseEventAccessAndThrowException, lines 84-90). (check: `IndustriesLifeSciencesUddSettingAccessCheck.ORG_PERMISSION_ADVERSE_EVENTS`)
26
-
27
- ## Verification Checklist
28
-
29
- After every write operation, confirm the effect by re-reading state:
30
-
31
- - After `toggle-clinical-data-model-pref`: call `verify-toggle-clinical-data-model-pref` (`GET /headless/invoke/platform/clinical-data-model-settings`)
32
- - After `toggle-adverse-model-pref`: call `verify-toggle-adverse-model-pref` (`GET /headless/invoke/platform/clinical-data-model-settings/get-adverse-event-data-model-org-pref`)
33
-
34
- ## Operations Reference
35
-
36
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
37
-
38
- ### Summary
39
-
40
- | Operation | Purpose | Status | Call | Depends on |
41
- |-----------|---------|--------|------|------------|
42
- | `get-clinical-data-model-org-pref` | read | proposed | `GET /headless/invoke/platform/clinical-data-model-settings` | — |
43
- | `get-adverse-event-data-model-org-pref` | read | proposed | `GET /headless/invoke/platform/clinical-data-model-settings/get-adverse-event-data-model-org-pref` | — |
44
- | `toggle-clinical-data-model-pref` | write | proposed | `PATCH /headless/invoke/platform/clinical-data-model-settings/handle-clinical-data-model-pref-toggle` | — |
45
- | `verify-toggle-clinical-data-model-pref` | verify | — | `GET /headless/invoke/platform/clinical-data-model-settings` | `toggle-clinical-data-model-pref` |
46
- | `toggle-adverse-model-pref` | write | proposed | `PATCH /headless/invoke/platform/clinical-data-model-settings/handle-adverse-model-pref-toggle` | — |
47
- | `verify-toggle-adverse-model-pref` | verify | — | `GET /headless/invoke/platform/clinical-data-model-settings/get-adverse-event-data-model-org-pref` | `toggle-adverse-model-pref` |
48
-
49
- ### Read operations
50
-
51
- #### `get-clinical-data-model-org-pref`
52
-
53
- Returns boolean — whether ORG_PREFERENCE_CLINICAL_DATA_MODEL is enabled org-wide. No access guard on this read; any authenticated caller can observe the state.
54
-
55
- **Call:** `GET /headless/invoke/platform/clinical-data-model-settings` — status: `proposed`
56
-
57
- **Output:** boolean — true when ORG_PREFERENCE_CLINICAL_DATA_MODEL is enabled in the org; false otherwise.
58
-
59
- #### `get-adverse-event-data-model-org-pref`
60
-
61
- Returns boolean — whether ORG_PREFERENCE_ADVERSE_EVENTS is enabled org-wide. Gated by Customize Application permission; no license check on this read.
62
-
63
- **Call:** `GET /headless/invoke/platform/clinical-data-model-settings/get-adverse-event-data-model-org-pref` — status: `proposed`
64
-
65
- **Output:** boolean — true when ORG_PREFERENCE_ADVERSE_EVENTS is enabled in the org; false otherwise.
66
-
67
- ### Write operations
68
-
69
- #### `toggle-clinical-data-model-pref`
70
-
71
- Persists the new boolean state of ORG_PREFERENCE_CLINICAL_DATA_MODEL. Void return on success; throws NoAccessException without HC|HC-Starter license + Customize Application/SysAdmin. Enable emits a LifeSciences telemetry event (CLINICAL_DM, clinicalDataModel.enabled).
72
-
73
- **Call:** `PATCH /headless/invoke/platform/clinical-data-model-settings/handle-clinical-data-model-pref-toggle` — status: `proposed`
74
-
75
- **Inputs:**
76
-
77
- - `value` *(`boolean`)* — Desired boolean state of ORG_PREFERENCE_CLINICAL_DATA_MODEL. Send
78
- strict JSON boolean `true` to enable, `false` to disable. The
79
- dispatcher applies Boolean.parseBoolean — case-insensitive string
80
- "true" also coerces to true; anything else coerces to false and
81
- silently disables the preference. Prefer the strict boolean form.
82
-
83
- **Notes:** error_contracts: {'wrong_verb': 'PATCH is the only accepted verb on this endpoint. POST / PUT / DELETE\nreturn 404 NOT_FOUND from the dispatcher. Do not attempt a POST create.', 'silent_coercion': 'The controller uses a Java primitive boolean binding — the dispatcher\ncalls Boolean.parseBoolean on the JSON value. Case-insensitive string\n"true" / "TRUE" IS coerced to true (verified iter 2: PATCH `{"value":\n"true"}` from a false state produced a true read-back). Every other\nshape — missing value key (empty {}), numeric 0/1, null, or any other\nstring — coerces to false and DISABLES the preference. Always send\nstrict JSON `{"value": true}` or `{"value": false}` to avoid ambiguity.\nChain the paired read to confirm the applied value.', 'extra_fields': 'Extra top-level fields in the body are silently ignored. Safe but\nnot useful — no schema validation error is raised.'}; response_shape: Successful PATCH returns HTTP 200 with an empty JSON object {}. The
84
- response does not echo the applied value. To confirm the write took
85
- effect, chain the verify-toggle-clinical-data-model-pref read step.; side_effects: Enabling this preference emits a LifeSciences telemetry event
86
- (CLINICAL_DM, clinicalDataModel.enabled). Repeated enable calls emit
87
- repeated telemetry — prefer idempotent gating by reading first.
88
-
89
- #### `toggle-adverse-model-pref`
90
-
91
- Persists the new boolean state of ORG_PREFERENCE_ADVERSE_EVENTS. Void return on success; throws NoAccessException without HC|HC-Starter license + ORG_PERMISSION_ADVERSE_EVENTS feature flag + Customize Application/SysAdmin. No telemetry side-effect.
92
-
93
- **Call:** `PATCH /headless/invoke/platform/clinical-data-model-settings/handle-adverse-model-pref-toggle` — status: `proposed`
94
-
95
- **Inputs:**
96
-
97
- - `value` *(`boolean`)* — Desired boolean state of ORG_PREFERENCE_ADVERSE_EVENTS. Send strict
98
- JSON boolean `true` to enable, `false` to disable. The dispatcher
99
- applies Boolean.parseBoolean — case-insensitive string "true" also
100
- coerces to true; anything else coerces to false and silently disables
101
- the preference.
102
-
103
- **Notes:** error_contracts: {'wrong_verb': 'PATCH is the only accepted verb on this endpoint. POST / PUT / DELETE\nreturn 404 NOT_FOUND from the dispatcher.', 'silent_coercion': 'The controller uses a Java primitive boolean binding — the dispatcher\ncalls Boolean.parseBoolean on the JSON value. Case-insensitive string\n"true" / "TRUE" IS coerced to true. Every other shape — missing value\nkey (empty {}), numeric 0/1, null, or any other string — coerces to\nfalse and DISABLES the preference. Always send strict JSON\n`{"value": true}` or `{"value": false}` to avoid ambiguity. Chain the\npaired read (get-adverse-event-data-model-org-pref) to confirm the\napplied value.', 'extra_fields': 'Extra top-level fields in the body are silently ignored.'}; response_shape: Successful PATCH returns HTTP 200 with an empty JSON object {}. The
104
- response does not echo the applied value. Chain the paired
105
- verify-toggle-adverse-model-pref read step to confirm.; independence: This preference is fully independent of ORG_PREFERENCE_CLINICAL_DATA_MODEL.
106
- Toggling adverse-events does not affect the clinical-data-model state
107
- and vice versa; the two toggles can be issued in either order.
108
-
109
- ### Verify operations
110
-
111
- #### `verify-toggle-clinical-data-model-pref`
112
-
113
- Verify the effect of toggle-clinical-data-model-pref: read back the current value via the companion read to confirm the write took effect.
114
-
115
- **Call:** `GET /headless/invoke/platform/clinical-data-model-settings`
116
-
117
- **Depends on:** `toggle-clinical-data-model-pref`
118
-
119
- **Output:** Boolean read-back of ORG_PREFERENCE_CLINICAL_DATA_MODEL. Should
120
- match the value just written by toggle-clinical-data-model-pref;
121
- any mismatch means the write did not take effect (typically the
122
- body was silently coerced — see the paired toggle step's
123
- error_contracts.silent_coercion).
124
-
125
- #### `verify-toggle-adverse-model-pref`
126
-
127
- Verify the effect of toggle-adverse-model-pref by reading back via getAdverseEventDataModelOrgPref; the read returns the same ORG_PREFERENCE_ADVERSE_EVENTS the toggle just set.
128
-
129
- **Call:** `GET /headless/invoke/platform/clinical-data-model-settings/get-adverse-event-data-model-org-pref`
130
-
131
- **Depends on:** `toggle-adverse-model-pref`
132
-
133
- **Output:** Boolean read-back of ORG_PREFERENCE_ADVERSE_EVENTS. Should match the
134
- value just written by toggle-adverse-model-pref; a mismatch means the
135
- write coerced (see the paired toggle step's
136
- error_contracts.silent_coercion).
@@ -1,105 +0,0 @@
1
- ---
2
- name: industries-clinical-data-model-settings-starter-configure
3
- description: "Use this skill when users want to manages two Health Cloud org preferences via the Clinical Data Model Settings Starter setup page (HC-Starter license variant of sibling SOR ClinicalDataModelSettings): ORG_PREFERENCE_CLINICAL_DATA_MODEL (clinical data model) and ORG_PREFERENCE_ADVERSE_EVENTS (adverse event data m. Trigger when users mention clinical, data, model, settings, starter, clinical data model settings starter."
4
- metadata:
5
- version: "1.0"
6
- accessCheck: "(HealthCloudAccessCheck.ORG_HAS_HEALTH_CLOUD || HealthCloudAccessCheck.ORG_HAS_HEALTH_CLOUD_STARTER) || (IndustriesLifeSciencesUddSettingAccessCheck.ORG_PERMISSION_ADVERSE_EVENTS)"
7
- ---
8
-
9
- # Managing Clinical Data Model Settings Starter
10
-
11
- ## When to Use This Skill
12
-
13
- Manages two Health Cloud org preferences via the Clinical Data Model Settings Starter setup page (HC-Starter license variant of sibling SOR ClinicalDataModelSettings): ORG_PREFERENCE_CLINICAL_DATA_MODEL (clinical data model) and ORG_PREFERENCE_ADVERSE_EVENTS (adverse event data model). All four operations route through /headless/invoke/platform/clinical-data-model-settings-starter/* — same backing endpoint as the non-Starter SOR; the URL prefix differentiates the setup-tree node. Reads return each pref's current boolean state; writes toggle each independently. Writes require an org licensed for Health Cloud OR Health Cloud Starter plus Customize Application/SysAdmin; the adverse-event toggle additionally requires the ORG_PERMISSION_ADVERSE_EVENTS feature flag. Enabling the clinical-data-model preference emits a LifeSciences telemetry event (CLINICAL_DM, clinicalDataModel.enabled).
14
-
15
- ## Workflow
16
-
17
- Two independent prefs, no inter-pref ordering. To inspect: call get-clinical-data-model-org-pref and get-adverse-event-data-model-org-pref. To change either: call its handle-*-toggle write, then its verify read-back. License (HC|HC-Starter) + Customize Application/SysAdmin required for all writes; the adverse-event write additionally requires ORG_PERMISSION_ADVERSE_EVENTS.
18
-
19
- ## Critical Constraints
20
-
21
- **Preconditions:**
22
-
23
- - Caller must hold Customize Application OR System Administrator (Customize Application permission); required by both writes and the adverse-event read. (check: `Customize Application permission`)
24
- - Org must be licensed for Health Cloud OR Health Cloud Starter; both writes throw NoAccessException via checkAccessAndThrowException when neither license is present. The non-Starter setup-page variant (ClinicalDataModelSettings) lives in a sibling SOR backed by the same controller. (check: `HealthCloudAccessCheck.ORG_HAS_HEALTH_CLOUD || HealthCloudAccessCheck.ORG_HAS_HEALTH_CLOUD_STARTER`)
25
- - The Adverse Event Data Model toggle additionally requires the ORG_PERMISSION_ADVERSE_EVENTS feature flag enabled in the org (controller checkAdverseEventAccessAndThrowException). Does NOT affect the clinical-data-model toggle. (check: `IndustriesLifeSciencesUddSettingAccessCheck.ORG_PERMISSION_ADVERSE_EVENTS`)
26
-
27
- ## Verification Checklist
28
-
29
- After every write operation, confirm the effect by re-reading state:
30
-
31
- - After `handle-clinical-data-model-pref-toggle`: call `verify-handle-clinical-data-model-pref-toggle` (`GET /headless/invoke/platform/clinical-data-model-settings-starter`)
32
- - After `handle-adverse-model-pref-toggle`: call `verify-handle-adverse-model-pref-toggle` (`GET /headless/invoke/platform/clinical-data-model-settings-starter/get-adverse-event-data-model-org-pref`)
33
-
34
- ## Operations Reference
35
-
36
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
37
-
38
- ### Summary
39
-
40
- | Operation | Purpose | Status | Call | Depends on |
41
- |-----------|---------|--------|------|------------|
42
- | `get-clinical-data-model-org-pref` | read | proposed | `GET /headless/invoke/platform/clinical-data-model-settings-starter` | — |
43
- | `get-adverse-event-data-model-org-pref` | read | proposed | `GET /headless/invoke/platform/clinical-data-model-settings-starter/get-adverse-event-data-model-org-pref` | — |
44
- | `handle-clinical-data-model-pref-toggle` | write | proposed | `PATCH /headless/invoke/platform/clinical-data-model-settings-starter/handle-clinical-data-model-pref-toggle` | — |
45
- | `verify-handle-clinical-data-model-pref-toggle` | verify | — | `GET /headless/invoke/platform/clinical-data-model-settings-starter` | `handle-clinical-data-model-pref-toggle` |
46
- | `handle-adverse-model-pref-toggle` | write | proposed | `PATCH /headless/invoke/platform/clinical-data-model-settings-starter/handle-adverse-model-pref-toggle` | — |
47
- | `verify-handle-adverse-model-pref-toggle` | verify | — | `GET /headless/invoke/platform/clinical-data-model-settings-starter/get-adverse-event-data-model-org-pref` | `handle-adverse-model-pref-toggle` |
48
-
49
- ### Read operations
50
-
51
- #### `get-clinical-data-model-org-pref`
52
-
53
- Returns boolean — whether ORG_PREFERENCE_CLINICAL_DATA_MODEL is enabled org-wide. No access guard on this read; any authenticated caller can observe the state.
54
-
55
- **Call:** `GET /headless/invoke/platform/clinical-data-model-settings-starter` — status: `proposed`
56
-
57
- **Output:** boolean — true when ORG_PREFERENCE_CLINICAL_DATA_MODEL is enabled in the org; false otherwise.
58
-
59
- #### `get-adverse-event-data-model-org-pref`
60
-
61
- Returns boolean — whether ORG_PREFERENCE_ADVERSE_EVENTS is enabled org-wide. Gated by Customize Application permission; no license check on this read.
62
-
63
- **Call:** `GET /headless/invoke/platform/clinical-data-model-settings-starter/get-adverse-event-data-model-org-pref` — status: `proposed`
64
-
65
- **Output:** boolean — true when ORG_PREFERENCE_ADVERSE_EVENTS (IndustriesLifeSciencesUddSettingAccessCheck.ORG_PREFERENCE_ADVERSE_EVENTS) is enabled in the org; false otherwise.
66
-
67
- ### Write operations
68
-
69
- #### `handle-clinical-data-model-pref-toggle`
70
-
71
- Persists the new boolean state of ORG_PREFERENCE_CLINICAL_DATA_MODEL. Void return on success; throws NoAccessException without HC|HC-Starter license + Customize Application/SysAdmin. Enable (value=true) emits a LifeSciences telemetry event (CLINICAL_DM, clinicalDataModel.enabled).
72
-
73
- **Call:** `PATCH /headless/invoke/platform/clinical-data-model-settings-starter/handle-clinical-data-model-pref-toggle` — status: `proposed`
74
-
75
- **Inputs:**
76
-
77
- - `value` *(`boolean`)* — Toggle the value preference on or off.
78
-
79
- #### `handle-adverse-model-pref-toggle`
80
-
81
- Persists the new boolean state of ORG_PREFERENCE_ADVERSE_EVENTS. Void return on success; throws NoAccessException without HC|HC-Starter license + ORG_PERMISSION_ADVERSE_EVENTS feature flag + Customize Application/SysAdmin. No telemetry side-effect.
82
-
83
- **Call:** `PATCH /headless/invoke/platform/clinical-data-model-settings-starter/handle-adverse-model-pref-toggle` — status: `proposed`
84
-
85
- **Inputs:**
86
-
87
- - `value` *(`boolean`)* — Toggle the value preference on or off.
88
-
89
- ### Verify operations
90
-
91
- #### `verify-handle-clinical-data-model-pref-toggle`
92
-
93
- Verify the effect of handle-clinical-data-model-pref-toggle: read back the current value via the companion read to confirm the write took effect.
94
-
95
- **Call:** `GET /headless/invoke/platform/clinical-data-model-settings-starter`
96
-
97
- **Depends on:** `handle-clinical-data-model-pref-toggle`
98
-
99
- #### `verify-handle-adverse-model-pref-toggle`
100
-
101
- Verify the effect of handle-adverse-model-pref-toggle by reading back via getAdverseEventDataModelOrgPref; the read returns the same ORG_PREFERENCE_ADVERSE_EVENTS the toggle just set.
102
-
103
- **Call:** `GET /headless/invoke/platform/clinical-data-model-settings-starter/get-adverse-event-data-model-org-pref`
104
-
105
- **Depends on:** `handle-adverse-model-pref-toggle`
@@ -1,132 +0,0 @@
1
- ---
2
- name: industries-collection-plan-settings-configure
3
- description: "Use this skill when users want to configure org-level FSC Collection Plan preferences and the Promise-to-Pay (PTP) count. Trigger when users mention collection, plan, settings, collection plan settings."
4
- metadata:
5
- version: "1.0"
6
- accessCheck: "IndustriesCollectionAccessCheck.ORG_HAS_COLLECTION"
7
- ---
8
-
9
- # Managing Collection Plan Settings
10
-
11
- ## When to Use This Skill
12
-
13
- Configure org-level FSC Collection Plan preferences and the Promise-to-Pay (PTP) count. Toggles one of six Collection preferences by exact string id: CollectionContactCardPref, CollectionTimeline, CollectionRiskScoringCFE, CollectionDbBasedOps, CollectionAsaAgentPref, CollDialerCampaignPref; passing an unrecognized id is rejected. PTP writes (save-promise-count, save-promise-count-with-change-info) set the org-wide Promise-to-Pay count setting; the with-change-info variant returns {success, isChanged} for the confirmation-modal flow. Reads: get-access-check-values (six per-preference enablement booleans + userHasAccess / userHasCPAgentAccess / userHasCPASAAgentAccess role gates), get-ptp-value (current count, 0 when unset), can-enable-collections-agent-data-cloud-pref (composite probe — true only when CDP/Genie is provisioned AND five DMOs exist; required before turning on CollectionAsaAgentPref). All ops are gated by setup-admin access and the org's FSC Collections-feature provisioning check.
14
-
15
- ## Workflow
16
-
17
- Read-then-write. Call get-access-check-values first to confirm userHasAccess and current Is*Enabled state. Before enabling CollectionAsaAgentPref, call can-enable-collections-agent-data-cloud-pref and require brwrCntctPref:true. After every write, run the corresponding verify step.
18
-
19
- ## Critical Constraints
20
-
21
- **Preconditions:**
22
-
23
- - User must have IndustriesCollection AccessToCollectionIsAdmin access (admin Customize Application). (check: `Collections admin access`)
24
- - Org must have the FSC Collections feature provisioned. Each write is rejected when the caller is not a setup admin or the Collections feature isn't provisioned. (check: `the org's FSC Collections-feature provisioning check`)
25
- - Before calling handle-pref-enable with pref=CollectionAsaAgentPref and value=true, call can-enable-collections-agent-data-cloud-pref and require brwrCntctPref=true (CDP or Genie provisioned AND all 5 DMOs resolve). Verified live against a test org during factory-review: handlePrefEnable does NOT enforce this gate server-side — it accepts and persists the toggle even when brwrCntctPref is false. This precondition is UI-only; an agent MUST check it before writing this specific pref. (check: `Data Cloud eligibility before enabling CollectionAsaAgentPref`)
26
-
27
- ## Verification Checklist
28
-
29
- After every write operation, confirm the effect by re-reading state:
30
-
31
- - After `save-promise-count`: call `verify-save-promise-count` (`GET /headless/invoke/platform/collection-plan-settings/get-ptpvalue`)
32
- - After `save-promise-count-with-change-info`: call `verify-save-promise-count-with-change-info` (`GET /headless/invoke/platform/collection-plan-settings/get-ptpvalue`)
33
-
34
- ## Operations Reference
35
-
36
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
37
-
38
- ### Summary
39
-
40
- | Operation | Purpose | Status | Call | Depends on |
41
- |-----------|---------|--------|------|------------|
42
- | `handle-pref-enable` | write | implemented | `PATCH /headless/invoke/platform/collection-plan-settings/handle-pref-enable` | — |
43
- | `get-access-check-values` | read | implemented | `GET /headless/invoke/platform/collection-plan-settings` | — |
44
- | `save-promise-count-with-change-info` | write | implemented | `PATCH /headless/invoke/platform/collection-plan-settings/save-promise-count-with-change-info` | — |
45
- | `save-promise-count` | write | implemented | `PATCH /headless/invoke/platform/collection-plan-settings/save-promise-count` | — |
46
- | `can-enable-collections-agent-data-cloud-pref` | read | implemented | `GET /headless/invoke/platform/collection-plan-settings/can-enable-collections-agent-data-cloud-pref` | — |
47
- | `get-ptp-value` | read | implemented | `GET /headless/invoke/platform/collection-plan-settings/get-ptpvalue` | — |
48
- | `verify-save-promise-count` | verify | implemented | `GET /headless/invoke/platform/collection-plan-settings/get-ptpvalue` | `save-promise-count` |
49
- | `verify-save-promise-count-with-change-info` | verify | implemented | `GET /headless/invoke/platform/collection-plan-settings/get-ptpvalue` | `save-promise-count-with-change-info` |
50
-
51
- ### Read operations
52
-
53
- #### `get-access-check-values`
54
-
55
- Read six Is*Enabled pref flags (IsCollectionTimelineEnabled, IsCollectionRiskScoringCFEEnabled, IsCollectionDbBasedOpsEnabled, IsCollectionASAAgentEnabled, IsCollectionDialerCampaignEnabled, IsCollectionPersonAccountControlPrefEnabled) plus userHasAccess / userHasCPAgentAccess / userHasCPASAAgentAccess role gates for Setup-page toggle visibility. Aura is canonical — no public alternative.
56
-
57
- **Call:** `GET /headless/invoke/platform/collection-plan-settings` — status: `implemented`
58
-
59
- **Output:** Map<String,Boolean> with 9 keys: 6 per-preference enablement booleans (one per Collection preference toggle) plus three role-gate booleans — userHasAccess (setup admin with Collections provisioned), userHasCPAgentAccess (setup admin with Collections-agent access provisioned), userHasCPASAAgentAccess (userHasAccess plus universal credit metering enabled).
60
-
61
- #### `can-enable-collections-agent-data-cloud-pref`
62
-
63
- Probe Data Cloud eligibility for CollectionAsaAgentPref. Returns {brwrCntctPref:<bool>}; true iff (CDP OR Genie) provisioned AND all five DMOs resolve (UnifiedLinkssotIndividualColl, Individual, ContactPointAddress, ContactPointEmail, ContactPointPhone). Required before enabling the pref. Aura is canonical — no public alternative.
64
-
65
- **Call:** `GET /headless/invoke/platform/collection-plan-settings/can-enable-collections-agent-data-cloud-pref` — status: `implemented`
66
-
67
- **Output:** Map<String,Boolean> with single key brwrCntctPref. true when (CDP OR Genie Platform) provisioned AND all 5 DMOs (UnifiedLinkssotIndividualColl__dlm, Individual, ContactPointAddress, ContactPointEmail, ContactPointPhone) resolve via namespace-aware lookup. Drives the dCAccessForCollAgent UI gate.
68
-
69
- #### `get-ptp-value`
70
-
71
- Read the current org-wide Promise-to-Pay count setting; returns Integer, 0 when the value is unset. Aura is canonical — no Tooling/Metadata surface for this setting.
72
-
73
- **Call:** `GET /headless/invoke/platform/collection-plan-settings/get-ptpvalue` — status: `implemented`
74
-
75
- **Output:** Integer — current org-wide Promise-to-Pay count setting. Returns 0 when no value has been set.
76
-
77
- ### Write operations
78
-
79
- #### `handle-pref-enable`
80
-
81
- Toggle one of six org prefs by exact id (CollectionContactCardPref, CollectionTimeline, CollectionRiskScoringCFE, CollectionDbBasedOps, CollectionAsaAgentPref, CollDialerCampaignPref); void return; AuraHandledException on save failure, IllegalStateException on unknown pref. Aura is canonical — no public alternative.
82
-
83
- **Call:** `PATCH /headless/invoke/platform/collection-plan-settings/handle-pref-enable` — status: `implemented`
84
-
85
- **Inputs:**
86
-
87
- - `pref` *(`String`)* — Value for the pref field.
88
- - `value` *(`boolean`)* — Toggle the value preference on or off.
89
-
90
- **Output:** Empty body on success (200, void). On save-failure, AuraHandledException carries the SaveResult error message.
91
-
92
- #### `save-promise-count-with-change-info`
93
-
94
- Write the org-wide Promise-to-Pay count setting from a positive-Integer string; returns {success:true, isChanged:<bool>} where isChanged=true iff value differs from prior. Drives the confirmation-modal flow. Aura is canonical — no public alternative.
95
-
96
- **Call:** `PATCH /headless/invoke/platform/collection-plan-settings/save-promise-count-with-change-info` — status: `implemented`
97
-
98
- **Inputs:**
99
-
100
- - `count` *(`String`)* — Value for the count field.
101
-
102
- **Output:** Map<String,Object> {success: true on persist, isChanged: true when newValue differs from prior getPTPValue, false otherwise}. ServiceException on parse-error or non-positive value.
103
-
104
- #### `save-promise-count`
105
-
106
- Write the org-wide Promise-to-Pay count setting from a positive-Integer string; returns boolean success. No change-detection — prefer save-promise-count-with-change-info when the agent must distinguish noops from real updates. Aura is canonical — no public alternative.
107
-
108
- **Call:** `PATCH /headless/invoke/platform/collection-plan-settings/save-promise-count` — status: `implemented`
109
-
110
- **Inputs:**
111
-
112
- - `count` *(`String`)* — Value for the count field.
113
-
114
- **Output:** boolean — true on successful persist of the org-wide Promise-to-Pay count setting. ServiceException on parse-error or non-positive value.
115
-
116
- ### Verify operations
117
-
118
- #### `verify-save-promise-count`
119
-
120
- Read back via getPTPValue; confirm the returned Integer equals the count just persisted by save-promise-count.
121
-
122
- **Call:** `GET /headless/invoke/platform/collection-plan-settings/get-ptpvalue` — status: `implemented`
123
-
124
- **Depends on:** `save-promise-count`
125
-
126
- #### `verify-save-promise-count-with-change-info`
127
-
128
- Read back via getPTPValue; confirm the returned Integer equals the count just persisted by save-promise-count-with-change-info.
129
-
130
- **Call:** `GET /headless/invoke/platform/collection-plan-settings/get-ptpvalue` — status: `implemented`
131
-
132
- **Depends on:** `save-promise-count-with-change-info`