@salesforce/afv-skills 1.65.0 → 1.66.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (379) hide show
  1. package/package.json +1 -1
  2. package/skills/agentforce-offline-experimentation-run/SKILL.md +16 -15
  3. package/skills/agentforce-offline-experimentation-run/scripts/sfap_replay.py +3 -245
  4. package/skills/dx-devops-work-item-manage/SKILL.md +34 -17
  5. package/skills/dx-devops-work-item-manage/examples/common-workflows.md +49 -0
  6. package/skills/dx-devops-work-item-manage/references/commit-api.md +116 -0
  7. package/skills/experience-lwc-widget-assess/SKILL.md +79 -0
  8. package/skills/experience-lwc-widget-migrate/SKILL.md +50 -0
  9. package/skills/field-service-data-capture-form-deployer-configure/SKILL.md +2 -23
  10. package/skills/field-service-data-capture-form-designer-configure/SKILL.md +3 -13
  11. package/skills/field-service-mobile-branding-configure/SKILL.md +3 -17
  12. package/skills/field-service-objective-designer-configure/SKILL.md +379 -72
  13. package/skills/field-service-prework-brief-deployer-configure/SKILL.md +537 -10
  14. package/skills/field-service-scheduling-policy-designer-query/SKILL.md +1093 -65
  15. package/skills/field-service-sobject-create-configure/SKILL.md +213 -13
  16. package/skills/field-service-voice-to-form-configure/SKILL.md +11 -40
  17. package/skills/field-service-work-rule-designer-configure/SKILL.md +95 -121
  18. package/skills/platform-role-hierarchy-apply/SKILL.md +177 -0
  19. package/skills/platform-widget-generate/SKILL.md +58 -41
  20. package/skills/platform-widget-generate/references/widget-bundle-validation.md +14 -0
  21. package/skills/service-agentforce-contact-center-coordinate/SKILL.md +1 -1
  22. package/skills/service-agentforce-contact-center-coordinate/references/number_management_api.md +11 -1
  23. package/skills/service-agentforce-contact-center-coordinate/scripts/fetch-numbers.sh +12 -6
  24. package/skills/service-agentforce-contact-center-coordinate/scripts/lib.sh +16 -0
  25. package/skills/service-agentforce-contact-center-coordinate/scripts/procure-number.sh +2 -1
  26. package/skills/service-concierge-portal-generate/references/portal-deploy-runbook.md +24 -11
  27. package/skills/service-digital-engagement-channel-configure/SKILL.md +25 -14
  28. package/skills/service-digital-engagement-channel-configure/references/onboarding_contract.md +143 -0
  29. package/skills/service-digital-engagement-deployment-configure/SKILL.md +61 -12
  30. package/skills/service-digital-engagement-deployment-configure/references/connect_api_creation.md +14 -5
  31. package/skills/service-digital-engagement-deployment-configure/references/onboarding_contract.md +146 -0
  32. package/skills/service-itsm-agentic-setup-incident-management/SKILL.md +23 -13
  33. package/skills/service-itsm-agentic-setup-incident-management/references/incident-persona-psg.md +7 -6
  34. package/skills/service-itsm-agentic-setup-incident-management/references/incident-preferences.md +9 -10
  35. package/skills/service-itsm-agentic-setup-incident-management/references/major-incident-management.md +6 -6
  36. package/skills/service-itsm-agentic-setup-incident-management/references/service-mgmt-privilege.md +1 -1
  37. package/skills/service-itsm-agentic-setup-incident-sla-configure/SKILL.md +34 -25
  38. package/skills/service-itsm-agentic-setup-incident-sla-configure/examples/milestone-patterns.md +1 -1
  39. package/skills/service-itsm-agentic-setup-incident-sla-configure/references/mcp-invocation.md +90 -86
  40. package/skills/service-itsm-agentic-setup-incident-sla-configure/references/workflow.md +63 -38
  41. package/skills/agentforce-gpt-email-generation-configure/SKILL.md +0 -312
  42. package/skills/agentforce-wizard-ui-forecasting-analytics-components-configure/SKILL.md +0 -64
  43. package/skills/agentforce-wizard-ui-sales-einstein-components-configure/SKILL.md +0 -46
  44. package/skills/automation-company-profile-info-query/SKILL.md +0 -51
  45. package/skills/automation-digital-wallet-configure/SKILL.md +0 -689
  46. package/skills/automation-flow-coordinate/SKILL.md +0 -95
  47. package/skills/automation-flow-coordinate/references/elements/action-call/action-call.md +0 -1569
  48. package/skills/automation-flow-coordinate/references/elements/action-call/conversation-messaging.md +0 -96
  49. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-sms-message.json +0 -23
  50. package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-to-journey-no-fields.json +0 -31
  51. package/skills/automation-flow-coordinate/references/elements/action-call/send-to-journey.md +0 -179
  52. package/skills/automation-flow-coordinate/references/elements/exit-rule/examples/event-email-link-click.json +0 -13
  53. package/skills/automation-flow-coordinate/references/elements/exit-rule/exit-rule.md +0 -83
  54. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/examples/forward-to-bot-or-agent.json +0 -69
  55. package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/forward-to-bot-or-agent.md +0 -274
  56. package/skills/automation-flow-coordinate/references/elements/start/audience-common.md +0 -192
  57. package/skills/automation-flow-coordinate/references/elements/start/automation-event-triggered.md +0 -130
  58. package/skills/automation-flow-coordinate/references/elements/start/data-cloud-data-change-triggered.md +0 -92
  59. package/skills/automation-flow-coordinate/references/elements/start/form-submission-triggered.md +0 -88
  60. package/skills/automation-flow-coordinate/references/elements/start/segment-triggered.md +0 -152
  61. package/skills/automation-flow-coordinate/references/elements/start/start.md +0 -539
  62. package/skills/automation-flow-coordinate/references/elements/subflow/subflow.md +0 -152
  63. package/skills/automation-flow-coordinate/references/elements/wait/wait.md +0 -497
  64. package/skills/automation-flow-coordinate/references/recipes/author/author.md +0 -868
  65. package/skills/automation-flow-coordinate/references/recipes/summarize/element-generic.md +0 -300
  66. package/skills/automation-flow-coordinate/references/recipes/summarize/reference-resolution.md +0 -292
  67. package/skills/automation-flow-coordinate/references/recipes/summarize/summarize.md +0 -323
  68. package/skills/automation-flow-coordinate/references/recipes/testing/examples/debug-output-template.md +0 -109
  69. package/skills/automation-flow-coordinate/references/recipes/testing/shape.md +0 -219
  70. package/skills/automation-flow-coordinate/references/recipes/testing/shared-stages/intent-analyzer.md +0 -180
  71. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/debug.md +0 -175
  72. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/promote.md +0 -255
  73. package/skills/automation-flow-coordinate/references/recipes/testing/workflows/save-debug.md +0 -212
  74. package/skills/automation-flow-coordinate/references/resources/variable/variable.md +0 -171
  75. package/skills/automation-flow-coordinate/references/shared/anti-patterns.md +0 -786
  76. package/skills/automation-flow-coordinate/references/shared/end/end.md +0 -267
  77. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/README.md +0 -69
  78. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/predictions.jsonl +0 -80
  79. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/prompts.jsonl +0 -116
  80. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/flow-type-resolver.md +0 -321
  81. package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/taxonomy.json +0 -320
  82. package/skills/automation-flow-coordinate/references/shared/server-functions.md +0 -597
  83. package/skills/automotive-cloud-appraisal-management-settings-configure/SKILL.md +0 -69
  84. package/skills/automotive-cloud-dealer-essentials-configure/SKILL.md +0 -78
  85. package/skills/automotive-cloud-ground-agent-data-pipelines-configure/SKILL.md +0 -373
  86. package/skills/automotive-cloud-ground-mfg-agent-data-pipelines-configure/SKILL.md +0 -273
  87. package/skills/automotive-cloud-mfg-agent-data-pipelines-configure/SKILL.md +0 -259
  88. package/skills/automotive-cloud-mfg-sales-concierge-agent-create/SKILL.md +0 -369
  89. package/skills/automotive-cloud-mfg-sales-concierge-foundation-configure/SKILL.md +0 -542
  90. package/skills/automotive-cloud-mfg-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  91. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-agent-create/SKILL.md +0 -349
  92. package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-configure/SKILL.md +0 -505
  93. package/skills/automotive-cloud-sales-concierge-agent-create/SKILL.md +0 -380
  94. package/skills/automotive-cloud-sales-concierge-foundation-configure/SKILL.md +0 -567
  95. package/skills/automotive-cloud-sales-concierge-foundation-coordinate/SKILL.md +0 -159
  96. package/skills/automotive-cloud-sales-concierge-orchestrator-agent-create/SKILL.md +0 -360
  97. package/skills/automotive-cloud-sales-concierge-orchestrator-configure/SKILL.md +0 -539
  98. package/skills/automotive-cloud-sales-concierge-search-grounding-configure/SKILL.md +0 -358
  99. package/skills/commerce-b2b-merchant-quote-configure/SKILL.md +0 -602
  100. package/skills/commerce-b2b-store-configure/SKILL.md +0 -251
  101. package/skills/commerce-credit-memo-create/SKILL.md +0 -139
  102. package/skills/commerce-delivery-business-hours-configure/SKILL.md +0 -277
  103. package/skills/commerce-delivery-estimation-apply/SKILL.md +0 -155
  104. package/skills/commerce-delivery-estimation-configure/SKILL.md +0 -377
  105. package/skills/commerce-delivery-routing-specs-integrate/SKILL.md +0 -174
  106. package/skills/commerce-estimate-bopis-query/SKILL.md +0 -279
  107. package/skills/commerce-estimate-delivery-date-query/SKILL.md +0 -349
  108. package/skills/commerce-fees-apply/SKILL.md +0 -227
  109. package/skills/commerce-fulfillment-routing-analyze/SKILL.md +0 -200
  110. package/skills/commerce-guest-buyer-create/SKILL.md +0 -173
  111. package/skills/commerce-location-bopis-configure/SKILL.md +0 -378
  112. package/skills/commerce-location-business-hours-configure/SKILL.md +0 -235
  113. package/skills/commerce-location-delivery-processing-time-configure/SKILL.md +0 -309
  114. package/skills/commerce-location-graph-integrate/SKILL.md +0 -131
  115. package/skills/commerce-location-shipping-carrier-method-configure/SKILL.md +0 -755
  116. package/skills/commerce-location-temporary-operating-hours-configure/SKILL.md +0 -331
  117. package/skills/commerce-merchant-buyer-groups-configure/SKILL.md +0 -579
  118. package/skills/commerce-merchant-buyer-user-onboarding-create/SKILL.md +0 -626
  119. package/skills/commerce-merchant-catalog-configure/SKILL.md +0 -614
  120. package/skills/commerce-merchant-extension-provider-configure/SKILL.md +0 -368
  121. package/skills/commerce-merchant-insights-account-health-churn-analyze/SKILL.md +0 -118
  122. package/skills/commerce-merchant-insights-inventory-returns-analyze/SKILL.md +0 -65
  123. package/skills/commerce-merchant-insights-order-shopper-get/SKILL.md +0 -90
  124. package/skills/commerce-merchant-insights-product-performance-analyze/SKILL.md +0 -72
  125. package/skills/commerce-merchant-insights-query/SKILL.md +0 -279
  126. package/skills/commerce-merchant-storefront-guest-access-configure/SKILL.md +0 -656
  127. package/skills/commerce-order-summary-change-apply/SKILL.md +0 -375
  128. package/skills/commerce-product-details-get/SKILL.md +0 -363
  129. package/skills/commerce-product-search/SKILL.md +0 -563
  130. package/skills/commerce-react-storefront-create/SKILL.md +0 -350
  131. package/skills/commerce-return-order-summary-create/SKILL.md +0 -513
  132. package/skills/commerce-search-relevance-analyze/SKILL.md +0 -757
  133. package/skills/commerce-temporary-processing-time-override-create/SKILL.md +0 -274
  134. package/skills/communications-initial-setup-configure/SKILL.md +0 -630
  135. package/skills/communications-multisite-configure/SKILL.md +0 -571
  136. package/skills/communications-revenue-cloud-settings-configure/SKILL.md +0 -74
  137. package/skills/communications-smb-fiber-catalog-create/SKILL.md +0 -413
  138. package/skills/communications-tmf-integrate/SKILL.md +0 -1368
  139. package/skills/consumer-goods-visit-activity-act4-questions-assign/SKILL.md +0 -448
  140. package/skills/consumer-goods-visit-activity-act5-standard-create/SKILL.md +0 -269
  141. package/skills/consumer-goods-visit-activity-act6-assortment-configure/SKILL.md +0 -271
  142. package/skills/consumer-goods-visit-activity-act7-account-scoping-create/SKILL.md +0 -382
  143. package/skills/consumer-goods-visit-activity-act8-plan-attach-create/SKILL.md +0 -373
  144. package/skills/consumer-goods-visit-activity-act9-proof-validate/SKILL.md +0 -389
  145. package/skills/consumer-goods-visit-and-activity-act1-specification-create/SKILL.md +0 -338
  146. package/skills/consumer-goods-visit-and-activity-act2-template-create/SKILL.md +0 -547
  147. package/skills/consumer-goods-visit-and-activity-act3-definition-create/SKILL.md +0 -346
  148. package/skills/consumer-goods-visit-and-activity-configure/SKILL.md +0 -1110
  149. package/skills/crm-analytics-adoption-insights-configure/SKILL.md +0 -224
  150. package/skills/crm-analytics-custom-report-type-lightning-configure/SKILL.md +0 -418
  151. package/skills/crm-analytics-dashboards-configure/SKILL.md +0 -731
  152. package/skills/crm-analytics-operational-analytics-metadata-bridge-migrate/SKILL.md +0 -233
  153. package/skills/crm-analytics-report-notifications-ui-configure/SKILL.md +0 -184
  154. package/skills/crm-analytics-sharing-inheritance-coverage-analyze/SKILL.md +0 -167
  155. package/skills/crm-analytics-sonic-getting-started-configure/SKILL.md +0 -55
  156. package/skills/crm-analytics-tableau-next-app-deploy/SKILL.md +0 -1350
  157. package/skills/crm-analytics-tableau-next-c360-basemodel-validate/SKILL.md +0 -1862
  158. package/skills/crm-analytics-tableau-next-datacloud-validate/SKILL.md +0 -83
  159. package/skills/crm-analytics-tableau-next-provisioning-validate/SKILL.md +0 -81
  160. package/skills/data360-activation-create/SKILL.md +0 -104
  161. package/skills/data360-activation-external-platform-get/SKILL.md +0 -49
  162. package/skills/data360-activation-target-create/SKILL.md +0 -93
  163. package/skills/data360-activation-v2-create/SKILL.md +0 -456
  164. package/skills/data360-audience-dmo-get/SKILL.md +0 -38
  165. package/skills/data360-calculated-affinity-create/SKILL.md +0 -82
  166. package/skills/data360-calculated-insight-create/SKILL.md +0 -148
  167. package/skills/data360-catalog-metadata-create/SKILL.md +0 -183
  168. package/skills/data360-code-extension-create/SKILL.md +0 -115
  169. package/skills/data360-communication-capping-create/SKILL.md +0 -227
  170. package/skills/data360-connection-create/SKILL.md +0 -491
  171. package/skills/data360-content-lens-create/SKILL.md +0 -181
  172. package/skills/data360-data-action-create/SKILL.md +0 -126
  173. package/skills/data360-data-action-target-create/SKILL.md +0 -181
  174. package/skills/data360-data-clean-room-create/SKILL.md +0 -238
  175. package/skills/data360-data-governance-create/SKILL.md +0 -746
  176. package/skills/data360-data-graph-create/SKILL.md +0 -82
  177. package/skills/data360-data-harmonized-model-object-reference-create/SKILL.md +0 -38
  178. package/skills/data360-data-lake-object-create/SKILL.md +0 -207
  179. package/skills/data360-data-model-object-catalog-get/SKILL.md +0 -49
  180. package/skills/data360-data-model-object-create/SKILL.md +0 -128
  181. package/skills/data360-data-model-object-mapping-create/SKILL.md +0 -106
  182. package/skills/data360-data-space-create/SKILL.md +0 -161
  183. package/skills/data360-data-streams-create/SKILL.md +0 -324
  184. package/skills/data360-engagement-signal-get/SKILL.md +0 -38
  185. package/skills/data360-experiment-create/SKILL.md +0 -82
  186. package/skills/data360-goal-based-campaign-create/SKILL.md +0 -192
  187. package/skills/data360-harmonization-process-history-get/SKILL.md +0 -38
  188. package/skills/data360-harmonized-unstructured-dmo-create/SKILL.md +0 -84
  189. package/skills/data360-identity-resolution-create/SKILL.md +0 -115
  190. package/skills/data360-intelligent-document-processing-create/SKILL.md +0 -148
  191. package/skills/data360-knowledge-graph-construction-create/SKILL.md +0 -93
  192. package/skills/data360-knowledge-graph-create/SKILL.md +0 -216
  193. package/skills/data360-knowledge-space-mcp-configure/SKILL.md +0 -475
  194. package/skills/data360-machine-learning-mcp-configure/SKILL.md +0 -697
  195. package/skills/data360-multi-org-mcp-configure/SKILL.md +0 -117
  196. package/skills/data360-secondary-index-mcp-configure/SKILL.md +0 -126
  197. package/skills/data360-segment-mcp-configure/SKILL.md +0 -159
  198. package/skills/data360-semantic-calculated-dimension-mcp-configure/SKILL.md +0 -93
  199. package/skills/data360-semantic-calculated-measurement-mcp-configure/SKILL.md +0 -93
  200. package/skills/data360-semantic-data-object-mcp-configure/SKILL.md +0 -93
  201. package/skills/data360-semantic-dimension-mcp-configure/SKILL.md +0 -38
  202. package/skills/data360-semantic-engine-mcp-configure/SKILL.md +0 -62
  203. package/skills/data360-semantic-measurement-mcp-configure/SKILL.md +0 -38
  204. package/skills/data360-semantic-metric-mcp-configure/SKILL.md +0 -93
  205. package/skills/data360-semantic-model-mcp-configure/SKILL.md +0 -115
  206. package/skills/data360-standard-mapping-mcp-configure/SKILL.md +0 -38
  207. package/skills/data360-tenant-lifecycle-mcp-configure/SKILL.md +0 -73
  208. package/skills/experience-afv-query/SKILL.md +0 -234
  209. package/skills/experience-agentforce-vibes-in-react-configure/SKILL.md +0 -63
  210. package/skills/experience-apex-components-configure/SKILL.md +0 -69
  211. package/skills/experience-apex-pages-configure/SKILL.md +0 -107
  212. package/skills/experience-app-home-configure/SKILL.md +0 -76
  213. package/skills/experience-aura-lightning-out-access-configure/SKILL.md +0 -58
  214. package/skills/experience-briefcase-configure/SKILL.md +0 -287
  215. package/skills/experience-community-flexi-page-list-create/SKILL.md +0 -74
  216. package/skills/experience-community-template-definition-list-query/SKILL.md +0 -48
  217. package/skills/experience-community-theme-definition-list-query/SKILL.md +0 -38
  218. package/skills/experience-content-assets-configure/SKILL.md +0 -86
  219. package/skills/experience-custom-domain-create/SKILL.md +0 -727
  220. package/skills/experience-defer-rendering-workspace-page-setup-configure/SKILL.md +0 -41
  221. package/skills/experience-field-service-app-builder-configure/SKILL.md +0 -187
  222. package/skills/experience-flow-category-configure/SKILL.md +0 -117
  223. package/skills/experience-formula-configure/SKILL.md +0 -358
  224. package/skills/experience-global-actions-configure/SKILL.md +0 -69
  225. package/skills/experience-global-publisher-layouts-configure/SKILL.md +0 -79
  226. package/skills/experience-instrumentation-configure/SKILL.md +0 -64
  227. package/skills/experience-lex-engagement-configure/SKILL.md +0 -50
  228. package/skills/experience-lightning-bolt-open/SKILL.md +0 -12
  229. package/skills/experience-lightning-out-configure/SKILL.md +0 -129
  230. package/skills/experience-lightning-preview-configure/SKILL.md +0 -67
  231. package/skills/experience-lightning-types-query/SKILL.md +0 -98
  232. package/skills/experience-malware-scan-configure/SKILL.md +0 -71
  233. package/skills/experience-my-salesforce-configure/SKILL.md +0 -126
  234. package/skills/experience-navigation-menus-configure/SKILL.md +0 -235
  235. package/skills/experience-notification-types-configure/SKILL.md +0 -206
  236. package/skills/experience-notifications-configure/SKILL.md +0 -75
  237. package/skills/experience-record-discovery-query/SKILL.md +0 -227
  238. package/skills/experience-regenerate-previews-open/SKILL.md +0 -94
  239. package/skills/experience-sales-cloud-mab-configure/SKILL.md +0 -254
  240. package/skills/experience-schema-builder-open/SKILL.md +0 -38
  241. package/skills/experience-simple-record-home-configure/SKILL.md +0 -110
  242. package/skills/experience-static-resources-configure/SKILL.md +0 -74
  243. package/skills/field-service-setup-coordinate/SKILL.md +0 -62
  244. package/skills/field-service-work-plan-configure/SKILL.md +0 -253
  245. package/skills/fsc-actionable-segmentation-settings-configure/SKILL.md +0 -180
  246. package/skills/fsc-digital-origination-bre-decision-matrix-foundation-create/SKILL.md +0 -196
  247. package/skills/fsc-digital-origination-bre-disclosures-consent-configure/SKILL.md +0 -106
  248. package/skills/fsc-digital-origination-bre-document-upload-configure/SKILL.md +0 -96
  249. package/skills/fsc-digital-origination-bre-permissions-assign/SKILL.md +0 -111
  250. package/skills/fsc-digital-origination-bre-setup-coordinate/SKILL.md +0 -250
  251. package/skills/fsc-digital-origination-bre-stp-eligibility-configure/SKILL.md +0 -122
  252. package/skills/fsc-digital-origination-coordinate/SKILL.md +0 -653
  253. package/skills/fsc-digital-origination-demo-run/SKILL.md +0 -225
  254. package/skills/fsc-digital-origination-execution-guardrails-validate/SKILL.md +0 -112
  255. package/skills/fsc-digital-origination-initial-setup-configure/SKILL.md +0 -396
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- ---
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- name: industries-fundraising-source-code-gen-configure
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- description: "Use this skill when users want to setup page for Fundraising Source Code Generation — configures the outreach source-code formula and the three UTM (medium / source / campaign) mappings Fundraising uses to derive attribution codes for donor outreach records. Trigger when users mention fundraising, source, code, gen, fundraising source code gen."
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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 Fundraising Source Code Gen
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-
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- ## When to Use This Skill
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-
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- Setup page for Fundraising Source Code Generation — configures the outreach
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- source-code formula and the three UTM (medium / source / campaign) mappings
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- Fundraising uses to derive attribution codes for donor outreach records.
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- Persistence layer is the Tooling Metadata sObject `FundraisingConfig`
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- (singleton row keyed on `DeveloperName=FundraisingConfig`), the same row the
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- sibling `FundraisingSettings` recipe writes NextGenCmtPrcs* fields on.
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- OPERATIONAL PREREQUISITE: the parent Fundraising feature must be enabled by
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- the `FundraisingSettings` recipe first — that step both flips the parent
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- org preference and inserts the default FundraisingConfig row. Any read on
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- this recipe before Fundraising is enabled returns an empty/absent
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- representation. When to pick this recipe: an admin wants to change how
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- Fundraising builds a donor's outreach source code (customize the formula) or
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- how it maps campaign / source / medium onto attribution fields. Not for
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- donor-record or gift-transaction workflows (those live on the
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- industries.fundraising / industries.fundraisingops Connect APIs).
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-
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- ## Workflow
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-
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- Entity model: this recipe reads/writes exactly one row of the Tooling
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- Metadata sObject `FundraisingConfig` (DeveloperName=FundraisingConfig).
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- Row carries the two disjoint concept groups:
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- * OWNED BY THIS RECIPE (mutable via save-settings): the seven
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- recipe-owned fields — OutreachSourceCodeGenFmla, UtmMediumSrcObj,
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- UtmMediumSrcObjField, UtmSourceSrcObj, UtmSourceSrcObjField,
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- UtmCampaignSrcObj, UtmCampaignSrcObjField.
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- * OWNED BY THE SIBLING FundraisingSettings RECIPE (untouched by any
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- step in this SOR): IsNextGenCmtPrcsParallel, NextGenCmtPrcsMaxThreads,
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- NextGenCmtPrcsBatchSize, DonorExternalIdField.
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-
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- save-settings JSON keys (case-sensitive): formulaExpression + the six
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- utm* keys. `formulaExpression` is the input key; the persisted column
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- is `OutreachSourceCodeGenFmla` on FundraisingConfig. Sending any other
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- key returns CONTROLLER_ERROR.
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-
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- save-settings merge semantics — recipe-owned scope is REPLACE-ALL:
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- every recipe-owned key not present in the payload is nulled on the
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- row. Only the sibling-owned scope (NextGenCmtPrcs* / DonorExternalIdField)
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- is preserved across saves. Consequence: a "partial edit" that ships
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- only one changed key clears the other six. To edit a single field,
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- first read the current 7-field state (via Tooling SOQL) and resend all
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- non-nulled values alongside the change.
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-
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- check-syntax runs a recipe-specific DSL grammar validator — NOT
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- general Salesforce formula grammar. Empty string returns
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- `ERROR ... input '<EOF>'`; bare identifiers (`Name`) return
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- `ERROR ... input 'Name'`. Simple valid inputs: a double-quoted
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- string literal (`"HELLO"`) or a comparison/logical expression over
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- literals (`"A" == "B"`). `+` string concatenation is NOT accepted.
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-
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- `sourceCodeGenerationEnabled` gates ONLY the save-settings grammar
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- validator, NOT whether a formula persists. Empirical behavior (probed
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- against a live org):
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- * enabled=true → save-settings runs the DSL grammar validator on
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- `formulaExpression`. Empty string AND grammar-invalid inputs
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- (bare identifiers, malformed expressions) return 500
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- CONTROLLER_ERROR; only grammar-valid formulas persist.
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- * enabled=false → save-settings BYPASSES the grammar validator.
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- ANY string value (empty, valid, or grammar-invalid) persists
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- verbatim to `OutreachSourceCodeGenFmla`. The gate is NOT
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- "reject non-empty when disabled"; it is "skip validation when
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- disabled." check-syntax remains callable and returns grammar
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- diagnostics regardless of the toggle.
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-
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- Clearing the formula: `formulaExpression:""` is REJECTED by the
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- grammar validator while `sourceCodeGenerationEnabled=true`. To null
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- the formula, first call set-source-code-generation-enabled(false),
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- then save-settings with `formulaExpression:""`. Re-enable after if
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- needed. (This works precisely because disabling bypasses grammar
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- validation, letting the empty string through to persistence.)
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-
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- Workflow ordering:
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-
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- ### Phase 1: Enable the parent Fundraising feature via the sibling
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-
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- Enable the parent Fundraising feature via the sibling
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- FundraisingSettings recipe (writes the default FundraisingConfig
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- row + flips the IndustriesFundraising org preference). Skipping
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- this yields empty reads on FundraisingConfig.
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-
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- ### Phase 2: get-source-code-generation-enabled — read the child feature-gate
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-
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- get-source-code-generation-enabled — read the child feature-gate
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- org preference. Note: this toggle gates grammar VALIDATION on
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- save-settings, not persistence. When false, any formula string
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- (including grammar-invalid ones) will persist without validation
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- — callers who want the grammar-safety net must set this true
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- before writing.
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-
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- ### Phase 3: set-source-code-generation-enabled(isEnabled=true) — enable the
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-
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- set-source-code-generation-enabled(isEnabled=true) — enable the
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- child feature so save-settings will run the grammar validator.
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- Verify via verify-set-source-code-generation-enabled.
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-
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- ### Phase 4: get-utm-settings + get-outreach-source-code-formula — read
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-
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- get-utm-settings + get-outreach-source-code-formula — read
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- current state via Tooling SOQL on FundraisingConfig. Capture ALL
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- seven recipe-owned values before mutating.
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-
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- ### Phase 5: check-syntax(formulaExpression) — validate a candidate formula
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-
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- check-syntax(formulaExpression) — validate a candidate formula
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- string. Iterate until diagnostics array is empty.
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-
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- ### Phase 6: save-settings(oscSettings=<json>) — persist state. Payload MUST
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-
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- save-settings(oscSettings=<json>) — persist state. Payload MUST
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- carry every recipe-owned field the caller wants to keep, not
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- just the changed one.
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-
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- ### Phase 7: verify-save-settings — Tooling SOQL read-back to confirm
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-
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- verify-save-settings — Tooling SOQL read-back to confirm.
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-
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- Rollback: to revert, call save-settings with the JSON originally
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- returned by get-utm-settings before your edit — all seven keys
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- together. To clear all recipe-owned state, save a payload with all
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- seven keys set to empty string (or omit them; both null the row's
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- recipe-owned columns). Sibling-owned NextGenCmtPrcs* /
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- DonorExternalIdField values survive either shape.
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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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- - Nonprofit Cloud Fundraising must be provisioned in the org. Without
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- it, the Fundraising Admin permission check fails and every operation
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- in this skill is blocked. (check: `IndustriesFundraising`)
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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 `set-source-code-generation-enabled`: call `verify-set-source-code-generation-enabled` (`GET /headless/invoke/platform/fundraising-source-code-gen`)
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- - After `save-settings`: call `verify-save-settings` (`GET /services/data/v67.0/tooling/query`)
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-
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- ## Operations Reference
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-
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- Operations grouped by purpose. Use these as the building blocks for the workflows above.
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-
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- ### Summary
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-
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- | Operation | Purpose | Status | Call | Depends on |
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- |-----------|---------|--------|------|------------|
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- | `get-source-code-generation-enabled` | read | implemented | `GET /headless/invoke/platform/fundraising-source-code-gen` | — |
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- | `set-source-code-generation-enabled` | write | proposed | `PATCH /headless/invoke/platform/fundraising-source-code-gen/set-source-code-generation-enabled` | — |
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- | `verify-set-source-code-generation-enabled` | verify | — | `GET /headless/invoke/platform/fundraising-source-code-gen` | `set-source-code-generation-enabled` |
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- | `save-settings` | write | implemented | `PATCH /headless/invoke/platform/fundraising-source-code-gen/save-settings` | — |
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- | `get-utm-settings` | read | proposed | `GET /services/data/v67.0/tooling/query` | — |
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- | `get-outreach-source-code-formula` | read | implemented | `GET /services/data/v67.0/tooling/query` | — |
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- | `check-syntax` | read | proposed | `GET /headless/invoke/platform/fundraising-source-code-gen/check-syntax` | — |
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- | `verify-save-settings` | verify | proposed | `GET /services/data/v67.0/tooling/query` | `save-settings` |
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-
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- ### Read operations
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-
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- #### `get-source-code-generation-enabled`
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-
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- Read the child `sourceCodeGenerationEnabled` org preference (Fundraising
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- Source Code Generation feature toggle). Returns a bare boolean. This
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- toggle gates the save-settings grammar VALIDATOR, not persistence —
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- when false, save-settings persists any formula string (including
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- grammar-invalid ones) without validation; when true, save-settings
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- rejects grammar-invalid formulas with 500 CONTROLLER_ERROR. Parent
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- IndustriesFundraising feature must be enabled first (via the sibling
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- FundraisingSettings recipe).
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-
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- **Call:** `GET /headless/invoke/platform/fundraising-source-code-gen` — status: `implemented`
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-
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- **Output:** Boolean. True when the org-level source-code-generation preference is enabled, false otherwise.
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-
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- #### `get-utm-settings`
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-
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- Read the seven recipe-owned fields (formula + UTM mappings) from the
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- FundraisingConfig singleton via Tooling SOQL. Returns a typed
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- QueryResult with one record (`totalSize:0` when the parent Fundraising
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- feature has not been enabled yet). Preferred over the controller's
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- JSON-string wrapper — typed columns, filter-able, discoverable schema.
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-
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- **Call:** `GET /services/data/v67.0/tooling/query` — status: `proposed`
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-
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- **Inputs:**
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-
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- - `q` *(`string`)*
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-
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- **Output:** String. JSON-serialized UTM-style outreach source-code settings (source/medium/campaign field mappings plus behavior toggles); same shape save-settings consumes.
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-
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- #### `get-outreach-source-code-formula`
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-
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- Read the current `OutreachSourceCodeGenFmla` from the FundraisingConfig
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- singleton via Tooling SOQL. Returns a typed one-record QueryResult
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- (empty when the parent Fundraising feature is not enabled). Preferred
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- over the controller's raw-string wrapper — typed column, discoverable
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- schema.
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-
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- **Call:** `GET /services/data/v67.0/tooling/query` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `q` *(`string`)*
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-
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- **Output:** String. The formula expression currently configured for the org (Fundraising source-code-formula DSL), or empty when none is set.
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-
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- #### `check-syntax`
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-
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- Validate a candidate outreach-source-code formula against the
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- recipe-specific DSL grammar. Returns an array of parser diagnostics
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- (empty array = valid). NOT general Salesforce formula grammar —
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- bare identifiers (`Name`) return `ERROR ... input 'Name'`; empty
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- string returns `ERROR ... input '<EOF>'`. Valid inputs include
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- double-quoted string literals (`"HELLO"`) and comparison/logical
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- expressions over them (`"A" == "B"`); `+` string concatenation is
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- NOT accepted. No public grammar-validator API exists; this is canonical.
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-
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- **Call:** `GET /headless/invoke/platform/fundraising-source-code-gen/check-syntax` — status: `proposed`
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-
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- **Inputs:**
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-
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- - `formulaExpression` *(`String`)*
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-
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- **Output:** Array of strings. Each entry is a parser diagnostic message from the Fundraising formula grammar; an empty array indicates the formula expression parses cleanly.
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-
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- ### Write operations
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-
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- #### `set-source-code-generation-enabled`
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-
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- Toggle the child `sourceCodeGenerationEnabled` org preference. This
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- toggle gates the save-settings grammar validator: when true, the
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- validator runs and rejects grammar-invalid formulas (500
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- CONTROLLER_ERROR); when false, the validator is BYPASSED and any
242
- formula string (valid, empty, or grammar-invalid) persists verbatim.
243
- Set to true for admin workflows that want the grammar-safety net;
244
- set to false to persist an empty formula (see agent_guidance
245
- "Clearing the formula"). Idempotent — writing the current value is
246
- a no-op returning success.
247
-
248
- **Call:** `PATCH /headless/invoke/platform/fundraising-source-code-gen/set-source-code-generation-enabled` — status: `proposed`
249
-
250
- **Inputs:**
251
-
252
- - `isEnabled` *(`boolean`)* — Whether enabled is enabled.
253
-
254
- **Output:** SaveResult. Carries success (boolean — true when the org-pref write succeeded), id (record id of the affected entity, may be empty for org-pref writes), errors (hard errors that caused failure when success is false), warnings (non-fatal warnings, may be present even when success is true), and infos (informational messages, non-blocking).
255
-
256
- #### `save-settings`
257
-
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- Persist the recipe-owned fields on the FundraisingConfig singleton.
259
- JSON key is `formulaExpression` + the six utm* keys. Server enforces
260
- two controls the raw Tooling write does not: (1) formula-grammar
261
- validation gated on `sourceCodeGenerationEnabled`; (2) sibling-scope
262
- preservation — the sibling-owned NextGenCmtPrcs* / DonorExternalIdField
263
- values on the same row are untouched. Recipe-owned scope is
264
- REPLACE-ALL: any of the seven keys omitted from the payload is nulled.
265
- To change one field, first read all seven via Tooling SOQL and
266
- resend the unchanged values.
267
-
268
- **Call:** `PATCH /headless/invoke/platform/fundraising-source-code-gen/save-settings` — status: `implemented`
269
-
270
- **Inputs:**
271
-
272
- - `oscSettings` *(`String`)* — Value for the osc settings field.
273
-
274
- ### Verify operations
275
-
276
- #### `verify-set-source-code-generation-enabled`
277
-
278
- Confirm the child `sourceCodeGenerationEnabled` toggle persisted by
279
- reading the boolean back. Bind result to the value passed to
280
- set-source-code-generation-enabled.
281
-
282
- **Call:** `GET /headless/invoke/platform/fundraising-source-code-gen`
283
-
284
- **Depends on:** `set-source-code-generation-enabled`
285
-
286
- #### `verify-save-settings`
287
-
288
- Confirm save-settings persisted by reading the FundraisingConfig
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- singleton back via Tooling SOQL. Verifies BOTH that the recipe-owned
290
- fields updated AND that the sibling-owned NextGenCmtPrcs* /
291
- DonorExternalIdField values were preserved by the server-side merge.
292
-
293
- **Call:** `GET /services/data/v67.0/tooling/query` — status: `proposed`
294
-
295
- **Inputs:**
296
-
297
- - `q` *(`string`)*
298
-
299
- **Depends on:** `save-settings`
@@ -1,87 +0,0 @@
1
- ---
2
- name: industries-google-maps-api-key-settings-configure
3
- description: "Use this skill when users want to read, set, or clear the org-wide Google Maps API key consumed by Consumer Goods Cloud / Retail Execution map and visit-routing surfaces. Trigger when users mention google, maps, api, key, settings, google maps api key settings."
4
- metadata:
5
- version: "1.0"
6
- ---
7
-
8
- # Managing Google Maps Api Key Settings
9
-
10
- ## When to Use This Skill
11
-
12
- Read, set, or clear the org-wide Google Maps API key consumed by Consumer Goods Cloud / Retail Execution map and visit-routing surfaces. The key is a single org-level credential string (no per-user / per-record variants). All three operations route to Connect resource IGoogleMapsApiKeyResource at /connect/industries/retail/google-map-api-key (GET / PUT / DELETE) and require the caller's user to have Retail Execution or Direct Store Delivery enabled.
13
-
14
- ## Critical Constraints
15
-
16
- **Preconditions:**
17
-
18
- - Caller's user must have Retail Execution OR Direct Store Delivery enabled (the Connect resource's userDynamicChecks gate UserHasRetailExecutionOrDirectStoreDeliveryEnable). The Aura wrapper's gate Run Retail Execution permission is a strict subset. (check: `UserHasRetailExecutionOrDirectStoreDeliveryEnable`)
19
- - Customize Application (or equivalent admin permission) is required to mutate org-wide credentials, consistent with other org-level credential settings.
20
-
21
- **Destructive operations — require explicit user confirmation:**
22
-
23
- - **`deleteGoogleMapsApiKey_3`** — Clear the org-wide Google Maps API key. After this returns, getGoogleMapsApiKey responds with apiKey null/empty until a new value is saved.
24
- - Rollback: No automatic rollback.
25
-
26
- ## Verification Checklist
27
-
28
- After every write operation, confirm the effect by re-reading state:
29
-
30
- - After `saveGoogleMapsApiKey_2`: call `verify-saveGoogleMapsApiKey_2` (`/services/data/v67.0/connect/industries/retail/google-map-api-key`)
31
-
32
- ## Operations Reference
33
-
34
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
35
-
36
- ### Summary
37
-
38
- | Operation | Purpose | Status | Call | Depends on |
39
- |-----------|---------|--------|------|------------|
40
- | `getGoogleMapsApiKey_1` | read | implemented | `/services/data/v67.0/connect/industries/retail/google-map-api-key` | — |
41
- | `saveGoogleMapsApiKey_2` | write | implemented | `/services/data/v67.0/connect/industries/retail/google-map-api-key` | `getGoogleMapsApiKey_1` |
42
- | `deleteGoogleMapsApiKey_3` | delete | implemented | `/services/data/v67.0/connect/industries/retail/google-map-api-key` | `getGoogleMapsApiKey_1` |
43
- | `verify-saveGoogleMapsApiKey_2` | verify | — | `/services/data/v67.0/connect/industries/retail/google-map-api-key` | `saveGoogleMapsApiKey_2` |
44
-
45
- ### Read operations
46
-
47
- #### `getGoogleMapsApiKey_1`
48
-
49
- Read the org-wide Google Maps API key. Returns a GoogleMapsApiKeyRepresentation with one field, apiKey (String); apiKey is null/empty when no key has been saved yet.
50
-
51
- **Call:** `/services/data/v67.0/connect/industries/retail/google-map-api-key` — status: `implemented`
52
-
53
- **Output:** GoogleMapsApiKeyRepresentation — single field apiKey (String). Null/empty when no key has been configured for the org.
54
-
55
- ### Write operations
56
-
57
- #### `saveGoogleMapsApiKey_2`
58
-
59
- Persist the org-wide Google Maps API key. Body GoogleMapsApiKeyInputRepresentation has one non-empty apiKey String; idempotent overwrite. Response echoes the persisted apiKey.
60
-
61
- **Call:** `/services/data/v67.0/connect/industries/retail/google-map-api-key` — status: `implemented`
62
-
63
- **Inputs:**
64
-
65
- - `apiKey` *(`String`)*
66
-
67
- **Depends on:** `getGoogleMapsApiKey_1`
68
-
69
- ### Verify operations
70
-
71
- #### `verify-saveGoogleMapsApiKey_2`
72
-
73
- Read back via getGoogleMapsApiKey to confirm saveGoogleMapsApiKey persisted: response apiKey should equal the value just submitted.
74
-
75
- **Call:** `/services/data/v67.0/connect/industries/retail/google-map-api-key`
76
-
77
- **Depends on:** `saveGoogleMapsApiKey_2`
78
-
79
- ### Destructive operations
80
-
81
- #### `deleteGoogleMapsApiKey_3`
82
-
83
- Clear the org-wide Google Maps API key. After this returns, getGoogleMapsApiKey responds with apiKey null/empty until a new value is saved.
84
-
85
- **Call:** `/services/data/v67.0/connect/industries/retail/google-map-api-key` — status: `implemented`
86
-
87
- **Depends on:** `getGoogleMapsApiKey_1`
@@ -1,58 +0,0 @@
1
- ---
2
- name: industries-grantmaking-intelligence-settings-open
3
- description: "Use this skill when users want to setup landing page for Grantmaking Intelligence — an Aura wrapper (setup_industries_npc:grantmakingDataCloudSetupWrapper) that composes two child components with no controller of its own, and no first-party API on this node today. Trigger when users mention grantmaking, intelligence, settings, grantmaking intelligence settings."
4
- metadata:
5
- version: "1.0"
6
- ---
7
-
8
- # Querying Grantmaking Intelligence Settings
9
-
10
- ## When to Use This Skill
11
-
12
- Setup landing page for Grantmaking Intelligence — an Aura wrapper
13
- (setup_industries_npc:grantmakingDataCloudSetupWrapper) that composes two
14
- child components with no controller of its own, and no first-party API
15
- on this node today. Agent-driven configuration is not available from
16
- this skill.
17
-
18
- What renders here:
19
- (1) an Intelligent App Hub panel (wave:intelligentAppHub) that
20
- lists CRM Analytics apps and lets an admin pin/schedule them;
21
- its backing controller lives with the insights/wave team, not
22
- NPC Cartwheel.
23
- (2) an Admin Setup Assistant container
24
- (industries_common:adminSetupAssistantContainer) — the same
25
- generic wizard shell used by CaseMgmtIntelligenceSettings.
26
- That shell is generic; it reads a per-page setup-config JSON
27
- registration owned by the industries-common team. No such
28
- registration currently exists for GrantmakingIntelligenceSettings
29
- (tried both the node-id and DataCloud-variant file names),
30
- so the container renders empty on this page today.
31
-
32
- When an admin asks to configure Grantmaking Intelligence, the
33
- productive action from a chat/agent context is to navigate them to
34
- /lightning/setup/GrantmakingIntelligenceSettings/home and let them
35
- interact with the embedded UI (schedule an app in the Intelligent App
36
- Hub, or wait for the Admin Setup Assistant registration to arrive).
37
- Do not fabricate step calls — no wire endpoint on this node returns
38
- success today.
39
-
40
- Access: six gates enforced at the setup-tree level — see preconditions.
41
-
42
- ## Critical Constraints
43
-
44
- **Preconditions:**
45
-
46
- - Caller must be an org admin — the setup-manifest access clause
47
- requires an admin user. (check: `Org Admin`)
48
- - Org must have Budget object access provisioned — setup-manifest
49
- requires Budget.orgHasBudgetAccess. (check: `Budget org access`)
50
- - Caller must have user-level Budget access — setup-manifest
51
- requires Budget.userHasBudgetUserAccess. (check: `Budget user access`)
52
- - Org must have Funding Award access provisioned — setup-manifest
53
- requires IndustriesFundingAward.orgHasFundingAwardAccess. (check: `Funding Award access`)
54
- - Org must have Data Cloud (CDP) or Genie enabled — setup-manifest
55
- requires Data Cloud or Genie enabled. (check: `CDP or Genie enabled`)
56
- - The Nonprofit Data Cloud setup feature gate must be enabled on
57
- the org. Orgs without the gate rolled out do not see this setup
58
- page. (check: `Nonprofit Data Cloud setup feature gate`)
@@ -1,167 +0,0 @@
1
- ---
2
- name: industries-hc-score-category-settings-configure
3
- description: "Use this skill when users want to cRUD on ScoreCategory records via standard sObject REST — describe, list, get-by-id, create, update, delete. Trigger when users mention hcscore, category, settings, hcscore category settings."
4
- metadata:
5
- version: "1.0"
6
- ---
7
-
8
- # Managing Hc Score Category Settings
9
-
10
- ## When to Use This Skill
11
-
12
- CRUD on ScoreCategory records via standard sObject REST — describe, list, get-by-id, create, update, delete. Run /describe first, then build payloads from createableFields. The hierarchical projection (parent/child tree, decorated with iconUrl/parentName/developerName via the ScoreCategoryHierarchy type) is NOT served here; use the sibling SOR ScoreCategorySettings (op `industries.industries-healthcare.score-category-setup-page.getScoreCategories`) when the agent needs the tree shape.
13
-
14
- ## Workflow
15
-
16
- Standard sObject REST provides full CRUD + describe on ScoreCategory; no proprietary controller is involved. Run /describe first, then build payloads from createableFields — the shape depends on the org's permission/profile setup, so the SOR does not enumerate fields statically. Wire constraints an admin will hit: CategoryName is required and capped at 25 chars; MasterLabel caps at 40; Description caps at 255; Language is a restricted locale picklist and defaults to en_US when omitted at create; DeveloperName is settable at create despite /describe reporting createable:false, and auto-derives from CategoryName when omitted (must begin with a letter, alphanumeric + underscore only, no consecutive or trailing underscores, unique within the org). ParentCategoryId is a self-FK, so parent/child relationships are reachable via plain SOQL on this SOR when only the tree shape is needed; use the sibling SOR ScoreCategorySettings when the tree needs the decorated projection (iconUrl / parentName / developerName). Deleting a parent cascades to its children automatically.
17
-
18
- ## Critical Constraints
19
-
20
- **Preconditions:**
21
-
22
- - User needs CRUD access to ScoreCategory. (check: `<udd:crud:ScoreCategory>`)
23
- - Org must have the Health Cloud / Holistic Patient Index feature line provisioned (the ScoreCategory entity ships with Health Cloud — orgs without Health Cloud provisioned will not see the entity).
24
-
25
- ## Operations Reference
26
-
27
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
28
-
29
- ### Summary
30
-
31
- | Operation | Purpose | Status | Call | Depends on |
32
- |-----------|---------|--------|------|------------|
33
- | `describe` | read | — | `GET /services/data/v67.0/sobjects/ScoreCategory/describe` | — |
34
- | `list` | read | — | `GET /services/data/v67.0/query` | `describe` |
35
- | `get-by-id` | read | — | `GET /services/data/v67.0/sobjects/ScoreCategory/{Id}` | `list` |
36
- | `create` | write | — | `POST /services/data/v67.0/sobjects/ScoreCategory` | `describe` |
37
- | `update` | write | — | `PATCH /services/data/v67.0/sobjects/ScoreCategory/{Id}` | `get-by-id` |
38
- | `delete` | write | — | `DELETE /services/data/v67.0/sobjects/ScoreCategory/{Id}` | `get-by-id` |
39
-
40
- ### Dependency graph
41
-
42
- ```mermaid
43
- graph TD
44
- describe["describe (read)"]
45
- list["list (read)"]
46
- get_by_id["get-by-id (read)"]
47
- create["create (write)"]
48
- update["update (write)"]
49
- delete["delete (write)"]
50
- describe --> list
51
- list --> get_by_id
52
- describe --> create
53
- get_by_id --> update
54
- get_by_id --> delete
55
- ```
56
-
57
- ### Read operations
58
-
59
- #### `describe`
60
-
61
- Retrieve the ScoreCategory sObject describe — fields, picklist values, FLS, createable/updateable flags.
62
-
63
- **Call:** `GET /services/data/v67.0/sobjects/ScoreCategory/describe`
64
-
65
- **Output:** DescribeSObjectResult for ScoreCategory — use this to build the field list for list / create / update payloads.
66
-
67
- **Notes:** developerName_describe_mismatch: /describe reports DeveloperName createable:false — but the wire actually ACCEPTS DeveloperName in the create
68
- payload and honors the caller-supplied value. Agents that trust describe alone will not know they can
69
- override the auto-derived value. POST with an explicit DeveloperName returns 201 and the record keeps
70
- the supplied value.; child_relationships: {'ChildScoreCategories': {'cascadeDelete': True, 'note': 'Deleting a parent ScoreCategory automatically deletes its children. A subsequent GET on a\nchild record after the parent is gone returns 404 NOT_FOUND; a subsequent DELETE on the same\nrecord returns 404 INVALID_CROSS_REFERENCE_KEY instead — the two verbs report different error\ncodes for the same gone-due-to-cascade record.'}}
71
-
72
- #### `list`
73
-
74
- List ScoreCategory records via SOQL. Pair with /describe first to pick field names. ParentCategoryId is a self-FK, so a query that selects it (and optionally the parent's Name via a relationship traversal) returns the parent/child tree shape without leaving this SOR — reach for the sibling SOR ScoreCategorySettings only when the decorated projection (iconUrl / parentName / developerName) is needed.
75
-
76
- **Call:** `GET /services/data/v67.0/query`
77
-
78
- **Inputs:**
79
-
80
- - `where` *(`String`)* — Optional SOQL WHERE clause to filter Score Category records.
81
- - `limit` *(`int`)* — Optional SOQL LIMIT value.
82
- - `q` *(`string`)*
83
-
84
- **Depends on:** `describe`
85
-
86
- **Output:** Query response with records[] of ScoreCategory — Id plus any SELECTed fields.
87
-
88
- **Notes:** soql_relationship_name: SOQL traversal from ScoreCategory back to its parent uses the relationship name "ParentCategory", NOT the
89
- standard "Parent" token most sObjects expose. A query like "SELECT ParentCategory.CategoryName FROM
90
- ScoreCategory" succeeds; "SELECT Parent.CategoryName FROM ScoreCategory" returns 400 INVALID_FIELD with
91
- "Didn't understand relationship 'Parent'". The relationship name is discoverable via
92
- GET /sobjects/ScoreCategory/describe under fields.ParentCategoryId.relationshipName. When constructing
93
- tree-view queries agents should traverse via ParentCategory.{field} rather than the generic Parent.{field}.; query_example: SELECT Id, CategoryName, MasterLabel, ParentCategoryId, ParentCategory.CategoryName, Description, IconUrl FROM ScoreCategory ORDER BY ParentCategoryId NULLS FIRST
94
-
95
- #### `get-by-id`
96
-
97
- Retrieve a specific ScoreCategory record by Id.
98
-
99
- **Call:** `GET /services/data/v67.0/sobjects/ScoreCategory/{Id}`
100
-
101
- **Inputs:**
102
-
103
- - `Id` *(`ID`)* — Id of the ScoreCategory record to fetch.
104
-
105
- **Depends on:** `list`
106
-
107
- **Output:** Single ScoreCategory record with all readable fields per user FLS.
108
-
109
- ### Write operations
110
-
111
- #### `create`
112
-
113
- Create a ScoreCategory record. CategoryName is required (max 25 chars); MasterLabel is the admin display label (max 40). Language defaults to en_US when omitted. DeveloperName auto-derives from CategoryName — override only when a specific API name is needed (must begin with a letter, alphanumeric + underscore only, no consecutive or trailing underscores, unique within the org).
114
-
115
- **Call:** `POST /services/data/v67.0/sobjects/ScoreCategory`
116
-
117
- **Inputs:**
118
-
119
- - `body` *(`object`)* — Field/value map for the new ScoreCategory. Populate from /describe's createableFields list.
120
-
121
- **Depends on:** `describe`
122
-
123
- **Output:** Standard sObject REST create response — {"id": "<new-Id>", "success": true, "errors": []}. Use the id in downstream get-by-id / update / delete steps. On failure, HTTP status is 400 and body is an array of {"errorCode","message","fields":[...]} entries.
124
-
125
- **Rollback:** Call delete with the returned Id to undo the create.
126
-
127
- **Notes:** error_contracts: {'duplicate_developer_name': '400 DUPLICATE_VALUE (NOT DUPLICATE_DEVELOPER_NAME) when a POST supplies a DeveloperName already in use. Message is generic ("duplicate value found: <unknown> duplicates value on record with id: <unknown>") — the field name is not echoed, so callers must attribute by context.', 'bad_parent_reference': '400 INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY when ParentCategoryId points at a nonexistent or inaccessible record. Same error covers "no such record" and "record exists but user lacks CRUD/FLS" — the caller cannot distinguish from the error alone.', 'unknown_field': '400 INVALID_FIELD when the body carries a field name not on ScoreCategory ("No such column \'<name>\' on sobject of type ScoreCategory"). Run /describe first to enumerate valid field names.', 'oversized_payload_5xx': 'MasterLabel > ~255 chars can return 500 UNKNOWN_EXCEPTION with a support ErrorId instead of a clean 400 STRING_TOO_LONG. Treat any 500 as a retryable/report-worthy server condition; enforce reasonable client-side length caps rather than probing the boundary.', 'self_parenting_foot_gun': "Wire does NOT reject self-parenting — setting ParentCategoryId to the record's own Id is accepted with 204/201, with no cycle detection. Validate client-side before writing."}
128
-
129
- #### `update`
130
-
131
- Update an existing ScoreCategory record. Merge-patch semantics.
132
-
133
- **Call:** `PATCH /services/data/v67.0/sobjects/ScoreCategory/{Id}`
134
-
135
- **Inputs:**
136
-
137
- - `Id` *(`ID`)* — Id of the ScoreCategory to update.
138
- - `body` *(`object`)* — Partial field/value map — only include fields you want to change.
139
-
140
- **Depends on:** `get-by-id`
141
-
142
- **Rollback:** GET the record before update to capture the prior state, then PATCH the same fields back with the captured values to undo.
143
-
144
- **Notes:** error_contracts: {'system_field_write': '400 INVALID_FIELD_FOR_INSERT_UPDATE when PATCH body includes a non-updateable/system field (CreatedDate, CreatedById, LastModifiedDate, LastModifiedById, SystemModstamp, IsDeleted, Id).', 'null_clears_optional': 'PATCH with a field set to null returns 204 and clears the value (verified on Description). Use this instead of omitting the field, which would preserve the prior value under merge semantics.', 'developer_name_mutable': 'DeveloperName can be renamed via PATCH — wire returns 204 and the record reflects the new value on read-back. The base sObject uniqueness constraint still applies (renaming to a value already in use returns 400 DUPLICATE_VALUE).'}; field_constraints_on_patch: CategoryName remains capped at 25 chars under PATCH. MasterLabel and Description are enforced more loosely than /describe reports (short overflows accepted; very large payloads may 500). Language stays restricted-picklist.
145
-
146
- #### `delete`
147
-
148
- Delete a ScoreCategory record.
149
-
150
- **Call:** `DELETE /services/data/v67.0/sobjects/ScoreCategory/{Id}`
151
-
152
- **Inputs:**
153
-
154
- - `Id` *(`ID`)* — Id of the ScoreCategory to delete.
155
-
156
- **Depends on:** `get-by-id`
157
-
158
- **Notes:** cascade_delete: Deleting a parent ScoreCategory automatically deletes all its children (ChildScoreCategories relationship carries
159
- cascadeDelete=true). A subsequent GET on a child record after the parent is deleted returns 404 NOT_FOUND;
160
- a subsequent DELETE on the same child returns 404 INVALID_CROSS_REFERENCE_KEY instead — not 204 either way,
161
- but the two verbs report different error codes for the same gone-due-to-cascade record. Callers who need
162
- to delete only the parent and re-parent children must first PATCH each child's ParentCategoryId to null
163
- or to another parent before deleting the original parent.; developer_name_uniqueness_release: A hard DELETE releases the DeveloperName uniqueness constraint immediately — a subsequent POST with the same
164
- DeveloperName the deleted record used returns 201, not the DUPLICATE_VALUE error a still-live record would
165
- produce. This makes delete-then-recreate a valid pattern for renaming or shape-correcting a category without
166
- needing an intermediate name. There is no Recycle Bin restore path for ScoreCategory (it is not a standard
167
- soft-delete sObject), so the release is permanent.