@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-integrated-care-management-configure
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- description: "Use this skill when users want to setup for Integrated Care Management (Health Cloud). Trigger when users mention integrated, care, management, settings, integrated care management settings."
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- metadata:
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- version: "1.0"
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- accessCheck: "Industries.userCanAccessSetup"
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- ---
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-
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- # Managing Integrated Care Management Settings
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-
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- ## When to Use This Skill
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-
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- Setup for Integrated Care Management (Health Cloud). Two complementary paths. (1) Industries AdminSetup framework: GET /connect/industries/adminSetup/{fileName} discovers access-filtered configurations[].steps[] with action.name values, and POST /connect/industries/executeAdminSetupStepAction invokes them (paramKeys/paramValues parallel arrays for the parameterized variant); reads gate on Industries AccessSetup. (2) Direct org-preference toggles applied in a STRICT order — Enhanced Care Plans (CarePlansPreference) FIRST because it provisions the ICM Console app, then Integrated Care Management (Automatic Sharing for Goal Assignment Records), Automatic Sharing for Care Task Records, Care Gap Detection, and optionally MCG. Each toggle is enabled by deploying a MINIMAL IndustriesSettings via the file-based Metadata-CRUD surface (one enable* field) and read back via a Tooling IndustriesSettings query of the matching Is*Enabled field. The internal CarePlanBenefitSettings / IntegratedCareManagement / CareManagement controllers behind the /headless dispatcher document the underlying handlers but are internal-gated (POST-only, not customer-reachable).
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-
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- ## Workflow
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-
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- Enable ICM in strict order. Enhanced Care Plans (enableCarePlansPreference) MUST succeed first — it provisions the ICM Console app that the later toggles depend on. Enable each toggle by deploying a MINIMAL IndustriesSettings via the file-based Metadata-CRUD surface (one enable* field per toggle; a full retrieve→deploy fails on feature-coupled prefs), then verify with a Tooling IndustriesSettings read of the matching Is*Enabled field before advancing to the next. Toggle 2 (Integrated Care Management / goal-assignment record sharing) is backed internally by the Integrated Care Management setup operations.handleToggleIntegratedCareManagement; toggles 3-5 (Care Task record sharing, Care Gap Detection, MCG) by the generic care-management operation.setPreference(orgPref, value) — these controllers run behind the internal H360 /headless dispatcher and are documented as controller_method but are not a customer transport; MCG is optional. Alternatively drive the same settings through the AdminSetup framework: call get-admin-setup-data first to discover valid action.name values, then execute-admin-setup-step-action (no params) or parameterized-execute-admin-setup-step-action.
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-
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- ## Critical Constraints
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-
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- **Preconditions:**
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-
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- - User must have Industries AccessSetup access (check: `View Setup permission`)
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- - The org must have Health Cloud with Care Management provisioned; ICM is a Health Cloud Care Management capability. (check: `Health Cloud provisioned`)
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- - The running user needs Industries setup access (View Setup / AccessSetup) to read and write these Care Management preferences. (check: `Care Management setup access`)
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- - Enhanced Care Plans (enableCarePlansPreference) must be enabled before the Integrated Care Management master toggle — enabling it provisions the ICM Console app the later toggles depend on. (check: `Enhanced Care Plans before ICM master`)
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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 `parameterized-execute-admin-setup-step-action`: call `verify-parameterized-execute-admin-setup-step-action` (`GET /connect/industries/adminSetup/{fileName}`)
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- - After `execute-admin-setup-step-action`: call `verify-execute-admin-setup-step-action` (`GET /connect/industries/adminSetup/{fileName}`)
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- - After (write): call `verify-enable-care-plans-preference`
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- - After (write): call `verify-enable-integrated-care-management`
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- - After (write): call `verify-enable-care-task-sharing`
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- - After (write): call `verify-enable-care-gap-detection`
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- - After (write): call `verify-enable-mcg`
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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-admin-setup-data` | read | proposed | `GET /connect/industries/adminSetup/{fileName}` | — |
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- | `execute-admin-setup-step-action` | write | proposed | `PATCH /headless/invoke/platform/integrated-care-management-settings/execute-admin-setup-step-action` | — |
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- | `parameterized-execute-admin-setup-step-action` | write | proposed | `PATCH /headless/invoke/platform/integrated-care-management-settings/parameterized-execute-admin-setup-step-action` | — |
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- | `verify-parameterized-execute-admin-setup-step-action` | verify | proposed | `GET /connect/industries/adminSetup/{fileName}` | `parameterized-execute-admin-setup-step-action` |
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- | `verify-execute-admin-setup-step-action` | verify | implemented | `GET /connect/industries/adminSetup/{fileName}` | `execute-admin-setup-step-action` |
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- | `verify-enable-care-plans-preference` | verify | implemented | `IndustriesSettings.query` | — |
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- | `verify-enable-integrated-care-management` | verify | implemented | `IndustriesSettings.query` | — |
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- | `verify-enable-care-task-sharing` | verify | implemented | `IndustriesSettings.query` | — |
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- | `verify-enable-care-gap-detection` | verify | implemented | `IndustriesSettings.query` | — |
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- | `verify-enable-mcg` | verify | implemented | `IndustriesSettings.query` | — |
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-
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- ### Read operations
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-
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- #### `get-admin-setup-data`
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- Loads the wizard's group/step graph. fileName is a path parameter naming a JSON descriptor under setupConfig/; response (AdminSetupRepresentation) carries access-filtered configurations[].steps[].action.name (the actionName for execute paths) and per-step stepStatus.
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- **Call:** `GET /connect/industries/adminSetup/{fileName}` — status: `proposed`
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- **Inputs:**
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-
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- - `fileName` *(`String`)*
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-
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- ### Write operations
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-
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- #### `execute-admin-setup-step-action`
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-
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- Execute admin setup step action.
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-
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- **Call:** `PATCH /headless/invoke/platform/integrated-care-management-settings/execute-admin-setup-step-action` — status: `proposed`
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- **Inputs:**
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-
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- - `actionName` *(`String`)* — Name of the action.
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-
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- #### `parameterized-execute-admin-setup-step-action`
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- Parameterized execute admin setup step action.
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-
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- **Call:** `PATCH /headless/invoke/platform/integrated-care-management-settings/parameterized-execute-admin-setup-step-action` — status: `proposed`
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-
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- **Inputs:**
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- - `actionName` *(`String`)* — Name of the action.
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- - `params` *(`Map<String, String>`)* — Value for params.
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-
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- ### Verify operations
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- #### `verify-parameterized-execute-admin-setup-step-action`
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- Re-fetch the wizard graph after a parameterized step action runs and confirm the affected step.stepStatus advanced. Match by configurations[].steps[].action.name = <actionName>.
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- **Call:** `GET /connect/industries/adminSetup/{fileName}` — status: `proposed`
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- **Inputs:**
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- - `fileName` *(`String`)* — Same fileName used in the original get-admin-setup-data call.
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- **Depends on:** `parameterized-execute-admin-setup-step-action`
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- #### `verify-execute-admin-setup-step-action`
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- Verify the effect of execute-admin-setup-step-action by re-reading the AdminSetup configuration for the same fileName; the dispatched step's completion check reflects in the returned configurations[].steps[] state.
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- **Call:** `GET /connect/industries/adminSetup/{fileName}` — status: `implemented`
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- **Depends on:** `execute-admin-setup-step-action`
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- #### `verify-enable-care-plans-preference`
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- Verify Enhanced Care Plans is on via a Tooling IndustriesSettings query of IsCarePlansPreferenceEnabled (field confirmed against a live HC org). The internal is-care-plan-preference-enabled dispatcher (GET /headless/invoke/platform/care-plan-settings/is-care-plan-preference-enabled) is POST-only and internal-gated — not a customer read surface — so Tooling is the read-back path.
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- **Call:** `IndustriesSettings.query` — status: `implemented`
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- **Inputs:**
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- - `q` *(`String`)*
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-
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- #### `verify-enable-integrated-care-management`
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- Verify the Integrated Care Management master preference is on via a Tooling IndustriesSettings query of IsIntegratedCareManagementSettingEnabled (field confirmed against a live HC org). The internal get-integrated-care-management-pref dispatcher (GET /headless/invoke/industries/industries-healthcare/integrated-care-management/get-integrated-care-management-pref) is POST-only and internal-gated — not a customer read surface — so Tooling is the read-back path.
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- **Call:** `IndustriesSettings.query` — status: `implemented`
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- **Inputs:**
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- - `q` *(`String`)*
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- #### `verify-enable-care-task-sharing`
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- Verify Care Task record sharing is enabled via a Tooling IndustriesSettings query of IsCareTaskSharingSettingEnabled (field confirmed against a live HC org). The internal generic get-preference dispatcher (GET /headless/invoke/industries/industries-healthcare/care-management/get-preference) is POST-only and internal-gated — not a customer read surface — so Tooling is the read-back path.
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- **Call:** `IndustriesSettings.query` — status: `implemented`
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- **Inputs:**
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- - `q` *(`String`)*
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-
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- #### `verify-enable-care-gap-detection`
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- Verify Care Gap Detection is enabled via a Tooling IndustriesSettings query of IsCareGapPrefSettingEnabled (field confirmed against a live HC org). The internal generic get-preference dispatcher (GET /headless/invoke/industries/industries-healthcare/care-management/get-preference) is POST-only and internal-gated — not a customer read surface — so Tooling is the read-back path.
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- **Call:** `IndustriesSettings.query` — status: `implemented`
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- **Inputs:**
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- - `q` *(`String`)*
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- #### `verify-enable-mcg`
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- Verify the MCG preference state via a Tooling IndustriesSettings query of IsMcgSettingEnabled (field confirmed against a live HC org). The internal generic get-preference dispatcher (GET /headless/invoke/industries/industries-healthcare/care-management/get-preference) is POST-only and internal-gated — not a customer read surface — so Tooling is the read-back path.
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- **Call:** `IndustriesSettings.query` — status: `implemented`
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- **Inputs:**
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- - `q` *(`String`)*
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- ## Notes
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-
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- - **related_sors:** {'node': 'psc-lpi/CarePlanSettings', 'relationship': 'shared-capability', 'reason': 'Enhanced Care Plans is the first ICM sub-feature and is configured in depth by the Public Sector CarePlanSettings node (CarePlanBenefitSettingsController). ICM enables it first (enableCarePlansPreference) to provision the ICM Console; for the full Care Plans preference surface (group membership, benefit verification, etc.) consult that node.'}
@@ -1,86 +0,0 @@
1
- ---
2
- name: industries-object-enablement-configure
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- description: "Use this skill when users want to manage Financial Services Cloud Compliant Data Sharing at the object level. Trigger when users mention object, enablement, settings, object enablement settings."
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- metadata:
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- version: "1.0"
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- accessCheck: "IndustriesCompliantDataSharing.userCanManageObjectEnablementSettings"
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- ---
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-
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- # Managing Object Enablement Settings
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-
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- ## When to Use This Skill
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-
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- Manage Financial Services Cloud Compliant Data Sharing at the object level.
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- See which objects support Compliant Data Sharing and whether it is turned on
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- for each, turn it on or off per object, and control whether external community
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- (site) users are allowed to be participants (an org-wide setting).
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-
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- Two operations:
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- - List the objects that support Compliant Data Sharing, with each object's
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- current settings. Only objects returned here can be updated.
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- - Update one object at a time: turn its Compliant Data Sharing on or off, or
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- change whether external community users can be participants.
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-
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- Good to know:
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- - The two settings are linked. Turning on external community-user
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- participation also turns on the object's Compliant Data Sharing if it
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- isn't already on; turning off an object's Compliant Data Sharing also
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- turns off external community-user participation.
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- - Some changes are rejected. You can't turn off an object's Compliant Data
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- Sharing while it still has participant roles, and you can't turn off
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- external community-user participation while active community users are
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- participants. The update response flags which rule blocked the change.
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- - The update response reflects the object's settings after the change, so no
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- separate read-back is needed.
35
-
36
- Managing these settings requires permission to manage Object Enablement
37
- Settings for Compliant Data Sharing.
38
-
39
- ## Workflow
40
-
41
- Start by listing the objects and their current settings — this tells you which objects support Compliant Data Sharing and the current state of each. Only the objects returned here can be updated. To change a setting, call the update step with the object's parentEntityName from the list and the desired isEnabled value. By default this turns the object's Compliant Data Sharing on or off; to instead control whether external community (site) users can be participants, set isSiteUserParticipantsOrgPreference to true. The two settings are linked, so turning on external community-user participation also turns on the object's Compliant Data Sharing, and turning off an object's Compliant Data Sharing also turns off external community-user participation. The update response reflects the object's settings after the change, so you don't need to re-list to confirm. If a change is rejected, check the two flags on the response: one means the object still has participant roles (so its Compliant Data Sharing can't be turned off), the other means active community users are still participants (so external community-user participation can't be turned off).
42
-
43
- ## Critical Constraints
44
-
45
- **Preconditions:**
46
-
47
- - (precondition) (check: `Manage Object Enablement Settings`)
48
-
49
- ## Operations Reference
50
-
51
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
52
-
53
- ### Summary
54
-
55
- | Operation | Purpose | Status | Call | Depends on |
56
- |-----------|---------|--------|------|------------|
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- | `getEntityPreferences_1` | read | implemented | `GET /headless/invoke/industries/industries-compliant-datasharing/entity-pref-selector/get-entity-preferences` | — |
58
- | `updateEntityPreference_2` | write | implemented | `PATCH /headless/invoke/industries/industries-compliant-datasharing/entity-pref-selector/update-entity-preference` | `getEntityPreferences_1` |
59
-
60
- ### Read operations
61
-
62
- #### `getEntityPreferences_1`
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-
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- List the objects that support Compliant Data Sharing, along with each object's current settings. Only objects returned here can be updated in the next step. Each item includes parentEntityName (the object's API name — pass this to the update step), parentEntityLabel (the object's label), and three current-state flags: isParticipantEntityOrgPreferenceEnabled (whether Compliant Data Sharing is on for the object), isSiteUserParticipantsOrgPreferenceEnabled (whether external community (site) users are allowed to be participants — an org-wide setting), and registrationSupportsSiteUsers (whether the object supports external community-user participants). Objects are sorted by label, and a generic "Custom Object" entry always appears last.
65
-
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- **Call:** `GET /headless/invoke/industries/industries-compliant-datasharing/entity-pref-selector/get-entity-preferences` — status: `implemented`
67
-
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- **Output:** A list of the objects that support Compliant Data Sharing. Each item has: parentEntityName (string — the object's API name; pass to the update step), parentEntityLabel (string — the object's label), isParticipantEntityOrgPreferenceEnabled (boolean — whether Compliant Data Sharing is on for the object), isSiteUserParticipantsOrgPreferenceEnabled (boolean — whether external community-user participation is on org-wide), and registrationSupportsSiteUsers (boolean — whether the object supports external community-user participants; always false on the trailing "Custom Object" entry).
69
-
70
- ### Write operations
71
-
72
- #### `updateEntityPreference_2`
73
-
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- Turn Compliant Data Sharing on or off for a single object, or change whether external community (site) users can be participants — one setting per call. Choose which setting to change with isSiteUserParticipantsOrgPreference: leave it false to change the object's Compliant Data Sharing (isEnabled), or set it true to change external community-user participation instead. The two settings are linked: turning on external community-user participation also turns on the object's Compliant Data Sharing if it isn't already on, and turning off an object's Compliant Data Sharing also turns off external community-user participation. Some changes can be rejected: you can't turn off an object's Compliant Data Sharing while it still has participant roles, and you can't turn off external community-user participation while active community users are participants. The response reports whether the change succeeded and reflects the object's updated setting.
75
-
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- **Call:** `PATCH /headless/invoke/industries/industries-compliant-datasharing/entity-pref-selector/update-entity-preference` — status: `implemented`
77
-
78
- **Inputs:**
79
-
80
- - `parentEntityName` *(`String`)*
81
- - `isEnabled` *(`boolean`)*
82
- - `isSiteUserParticipantsOrgPreference` *(`boolean`)*
83
-
84
- **Depends on:** `getEntityPreferences_1`
85
-
86
- **Output:** Reports the result for the object. Always includes parentEntityName (the object you updated) and isSuccess. On success, updatedEntityPreference holds the object's settings after the change (same shape as an item from the list step), so no separate read-back is needed. On failure, two flags explain a rejected change: isParticipantEntityOrgPreferenceDisableValidationError is true when turning off Compliant Data Sharing was blocked because the object still has participant roles, and isSiteUserParticipantsOrgPreferenceDisableValidationError is true when turning off external community-user participation was blocked because active community users are still participants. If neither flag is set on a failure, the change wasn't allowed — for example the object doesn't support Compliant Data Sharing, or it doesn't support external community-user participants.
@@ -1,64 +0,0 @@
1
- ---
2
- name: industries-tpm-system-processing-service-configure
3
- description: "Use this skill when users want to register or check the org's Trade Promotion Management / Retail Execution processing-services tenant certificate. Trigger when users mention tpm, system, processing, service, tpm system processing service."
4
- metadata:
5
- version: "1.0"
6
- ---
7
-
8
- # Managing Tpm System Processing Service
9
-
10
- ## When to Use This Skill
11
-
12
- Register or check the org's Trade Promotion Management / Retail Execution processing-services tenant certificate. Read state via get-tenant-registration-state; register/update via update-tenant-certificate. Both route through the native Connect API at /connect/consumer-goods/tenant-registration — no Aura/headless-invoke leg required. Use view_url only for scenarios these two operations don't cover.
13
-
14
- ## Verification Checklist
15
-
16
- After every write operation, confirm the effect by re-reading state:
17
-
18
- - After `update-tenant-certificate`: call `verify-update-tenant-certificate` (`GET /services/data/v67.0/connect/consumer-goods/tenant-registration`)
19
-
20
- ## Operations Reference
21
-
22
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
23
-
24
- ### Summary
25
-
26
- | Operation | Purpose | Status | Call | Depends on |
27
- |-----------|---------|--------|------|------------|
28
- | `get-tenant-registration-state` | read | implemented | `GET /services/data/v67.0/connect/consumer-goods/tenant-registration` | — |
29
- | `update-tenant-certificate` | write | implemented | `PUT /services/data/v67.0/connect/consumer-goods/tenant-registration` | `get-tenant-registration-state` |
30
- | `verify-update-tenant-certificate` | verify | — | `GET /services/data/v67.0/connect/consumer-goods/tenant-registration` | `update-tenant-certificate` |
31
-
32
- ### Read operations
33
-
34
- #### `get-tenant-registration-state`
35
-
36
- Check whether the org's Trade Promotion Management / Retail Execution processing-services tenant certificate is available and what the current registration state is. Native Connect API — no Aura round trip needed.
37
-
38
- **Call:** `GET /services/data/v67.0/connect/consumer-goods/tenant-registration` — status: `implemented`
39
-
40
- **Output:** TenantCertificateStateRepresentation — isCertAvailable (boolean), state (string, e.g. "Registered").
41
-
42
- ### Write operations
43
-
44
- #### `update-tenant-certificate`
45
-
46
- Registers/updates the org's processing-services tenant certificate for Trade Promotion Management. On Core this Connect resource is backed by an internal Aura controller method, but it is exposed as a native Connect REST endpoint and should be called directly rather than via the Aura/headless-invoke leg.
47
-
48
- **Call:** `PUT /services/data/v67.0/connect/consumer-goods/tenant-registration` — status: `implemented`
49
-
50
- **Depends on:** `get-tenant-registration-state`
51
-
52
- **Output:** TenantCertificateUpdateStatusRepresentation — certificateUpdateStatus (string).
53
-
54
- **Notes:** no_request_body: Confirmed via live dispatch during factory-review testing on 2026-09-02 — the spec defines no requestBody/parameters and a bare PUT with no body returns 200 with certificateUpdateStatus = "Updated". The endpoint (re)issues/refreshes the org's own tenant cert server-side; there is no client-supplied input.; idempotent_when_already_registered: Calling PUT while state is already "Registered" still returns 200 Updated, and a follow-up GET shows state unchanged at "Registered" — safe to call repeatedly without a precondition check.
55
-
56
- ### Verify operations
57
-
58
- #### `verify-update-tenant-certificate`
59
-
60
- Read back via get-tenant-registration-state to confirm state/isCertAvailable reflect the update just submitted.
61
-
62
- **Call:** `GET /services/data/v67.0/connect/consumer-goods/tenant-registration`
63
-
64
- **Depends on:** `update-tenant-certificate`
@@ -1,61 +0,0 @@
1
- ---
2
- name: integration-apex-settings-configure
3
- description: "Use this skill when users want to manage Apex org-wide settings. Trigger when users mention apex, settings, apex settings."
4
- metadata:
5
- version: "1.0"
6
- ---
7
-
8
- # Managing Apex Settings
9
-
10
- ## When to Use This Skill
11
-
12
- Manage Apex org-wide settings. Read current values via Tooling API SOQL (SELECT ... FROM ApexSettings LIMIT 1). Write changes via Metadata API deploy using sf project deploy with an ApexSettings XML file. Settings include: aggregate code coverage only, compile-on-deploy, parallel test execution, debug logs during deployment, default queueable delay, and security preference flags (Aura controller access checks, implicit with-sharing, approval lock/unlock, etc.). Note: dispatch cannot dispatch Metadata API writes; use sf CLI directly for updates.
13
-
14
- ## Workflow
15
-
16
- {'overview': 'ApexSettings is a Visualforce-backed Setup page. There is no Aura controller or Connect API for this surface. Use Tooling API to read current settings and Metadata API (sf project deploy) to apply changes.', 'preferred_flow': '1. Read current settings via Tooling API SOQL (get_ApexSettings_config_1). 2. Determine which fields need changing. 3. Author an Apex.settings-meta.xml with the desired values. 4. Deploy via sf project deploy start --source-dir <dir> (update_ApexSettings_config_1).', 'caveats': ['XML field names in Apex.settings-meta.xml differ from Tooling API field names (e.g., enableAggregateCodeCoverageOnly vs IsAggregateCodeCoverageOnlyEnabled).', 'dispatch cannot dispatch Metadata API writes. The agent must shell out to sf CLI for the deploy step.', 'There is no programmatic read-back after Metadata API deploy; confirm success via the sf deploy exit code or a follow-up Tooling API query.']}
17
-
18
- ## Critical Constraints
19
-
20
- **Preconditions:**
21
-
22
- - Requires Modify All Data or Customize Application permission to deploy Apex org settings via Metadata API.
23
- - For Tooling API reads: API Enabled permission required.
24
- - For Metadata API writes: sf CLI must be authenticated against the target org.
25
-
26
- ## Operations Reference
27
-
28
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
29
-
30
- ### Summary
31
-
32
- | Operation | Purpose | Status | Call | Depends on |
33
- |-----------|---------|--------|------|------------|
34
- | `get_ApexSettings_config_1` | read | — | `tooling.query.ApexSettings` | — |
35
- | `update_ApexSettings_config_1` | write | — | `metadata.deploy.ApexSettings` | — |
36
-
37
- ### Read operations
38
-
39
- #### `get_ApexSettings_config_1`
40
-
41
- Read current Apex org settings via Tooling API SOQL. Execute: GET /services/data/v67.0/tooling/query?q=SELECT Id, DurableId, IsAggregateCodeCoverageOnlyEnabled, IsCompileOnDeployEnabled, IsDebugLogsDuringDeploymentEnabled, IsDisableParallelApexTestingEnabled, DefaultQueueableDelay, IsTestSetupSkipTestResultsEnabled, IsSecureNoArgConstructorPrefEnabled, IsAuraApexCtrlGuestUserAccessCheckPrefEnabled, IsApexAccessRightsPrefEnabled, IsApexCtrlImplicitWithSharingPrefEnabled, IsMngdCtrlActionAccessPrefEnabled, IsRestrictCommunityExecAnonEnabled, IsApexApprovalLockUnlockEnabled, IsApexPropertyGetterPrefEnabled, IsNonCertifiedApexMdCrudEnabled, IsAuraApexCtrlAuthUserAccessCheckPrefEnabled, IsGaplessTestAutoNumEnabled FROM ApexSettings LIMIT 1. Returns a single record (Id is always 000000000000000AAA).
42
-
43
- **Call:** `tooling.query.ApexSettings`
44
-
45
- ### Write operations
46
-
47
- #### `update_ApexSettings_config_1`
48
-
49
- Modify Apex org settings via Metadata API deploy. Create a file at force-app/main/default/settings/Apex.settings-meta.xml with the desired settings, then deploy with: sf project deploy start --source-dir force-app.
50
- Example XML (include only fields you want to change):
51
- <?xml version="1.0" encoding="UTF-8"?>
52
- <ApexSettings xmlns="http://soap.sforce.com/2006/04/metadata">
53
- <enableAggregateCodeCoverageOnly>false</enableAggregateCodeCoverageOnly>
54
- <enableCompileOnDeploy>false</enableCompileOnDeploy>
55
- <enableDisableParallelApexTesting>false</enableDisableParallelApexTesting>
56
- <enableDebugDiagnostic>false</enableDebugDiagnostic>
57
- </ApexSettings>
58
-
59
- Note: XML field names differ from Tooling API field names (e.g., enableAggregateCodeCoverageOnly vs IsAggregateCodeCoverageOnlyEnabled). dispatch cannot dispatch Metadata API operations (SOAP protocol); use sf CLI directly.
60
-
61
- **Call:** `metadata.deploy.ApexSettings`
@@ -1,73 +0,0 @@
1
- ---
2
- name: marketing-e360-email-archiving-configure
3
- description: "Use this skill when users want to setup for org-level 360 Email Archiving. Trigger when users mention e360email, archiving, e360email archiving."
4
- metadata:
5
- version: "1.0"
6
- accessCheck: "(Gater.EnableEmailArchiving) || (OrgPermissions.TrustedServiceArchiveAddon)"
7
- ---
8
-
9
- # Managing E360 Email Archiving
10
-
11
- ## When to Use This Skill
12
-
13
- Setup for org-level 360 Email Archiving. Reads/writes two UDD org prefs (EmailArchivingEnabled, EmailArchiveOverrideAtIA) and surfaces the TrustedServiceArchiveAddon license flag (gates UI write-interactivity). Server invariants — archiving=false force-disables the IA override; IA-override=true is silently rejected (returns iaOverrideEnabled=false) when archiving is off. Three steps: read state, toggle archiving, toggle IA override. No public Connect/Tooling/Metadata path; these are internal provisioning prefs.
14
-
15
- ## Workflow
16
-
17
- Read get-initial-load-config first to snapshot isArchivingEnabled, iaOverrideEnabled, and isTrustedServiceArchiveAddOnEnabled. Then mutate: update-email-archiving-enabled-pref toggles archiving (enabled=false ALSO force-disables the IA override server-side — expect iaOverrideEnabled=false in the echo); set-archive-override-at-ia-pref toggles the IA override but silently no-ops enabled=true while archiving is off. Both writes echo authoritative post-change state (success + isArchivingEnabled/iaOverrideEnabled), so the outcome is in-band — no blind write. DETECTION RULE: success=true does NOT prove the IA-override flip landed — set-archive-override-at-ia-pref returns success=true even on the silent-no-op branch, so check the echoed iaOverrideEnabled (not success); if it is still false after sending enabled=true, archiving is off (enable archiving first, then retry). Optionally re-read get-initial-load-config as a confirmation-of-commitment. NOTE: when isTrustedServiceArchiveAddOnEnabled is false the writes still execute but have no storage backend (no real archiving effect).
18
-
19
- ## Critical Constraints
20
-
21
- **Preconditions:**
22
-
23
- - Caller must satisfy View Email Archive access — the @ServiceComponentAccessGuard on the email archiving setup operation; gates all three steps. (check: `View Email Archive access`)
24
- - Org should have the TrustedServiceArchiveAddon Salesforce Archive add-on permission. When off, get-initial-load-config still succeeds and returns isTrustedServiceArchiveAddOnEnabled=false but the page renders a banner and the two write steps become non-interactive in the UI; programmatic writes still execute, but archiving has no underlying storage backend. (check: `OrgPermissions.TrustedServiceArchiveAddon`)
25
- - The EnableEmailArchiving feature gater must be on for the org. Off-gater orgs do not surface the setup page (compound expression in EngagementMessaging.accessChecks.xml line 179). (check: `Gater.EnableEmailArchiving`)
26
-
27
- ## Operations Reference
28
-
29
- Operations grouped by purpose. Use these as the building blocks for the workflows above.
30
-
31
- ### Summary
32
-
33
- | Operation | Purpose | Status | Call | Depends on |
34
- |-----------|---------|--------|------|------------|
35
- | `get-initial-load-config` | read | implemented | `GET /headless/invoke/platform/e360-email-archiving` | — |
36
- | `update-email-archiving-enabled-pref` | write | proposed | `PATCH /headless/invoke/platform/e360-email-archiving/update-email-archiving-enabled-pref` | — |
37
- | `set-archive-override-at-ia-pref` | write | proposed | `PATCH /headless/invoke/platform/e360-email-archiving/set-archive-override-at-iapref` | — |
38
-
39
- ### Read operations
40
-
41
- #### `get-initial-load-config`
42
-
43
- Read archiving state. Returns success, isArchivingEnabled, iaOverrideEnabled, isTrustedServiceArchiveAddOnEnabled (license flag; when false the UI is read-only but programmatic writes still execute without storage backend).
44
-
45
- **Call:** `GET /headless/invoke/platform/e360-email-archiving` — status: `implemented`
46
-
47
- **Output:** Object with success (boolean), isArchivingEnabled (boolean — current EmailArchivingEnabled pref), iaOverrideEnabled (boolean — current EmailArchiveOverrideAtIA pref), isTrustedServiceArchiveAddOnEnabled (boolean — TrustedServiceArchiveAddon org permission flag; when false the page is read-only).
48
-
49
- ### Write operations
50
-
51
- #### `update-email-archiving-enabled-pref`
52
-
53
- Toggle EmailArchivingEnabled. Side effect — enabled=false also force-disables EmailArchiveOverrideAtIA. Returns success plus post-change isArchivingEnabled and iaOverrideEnabled.
54
-
55
- **Call:** `PATCH /headless/invoke/platform/e360-email-archiving/update-email-archiving-enabled-pref` — status: `proposed`
56
-
57
- **Inputs:**
58
-
59
- - `enabled` *(`boolean`)* — Whether d is enabled.
60
-
61
- **Output:** Object with success (boolean), isArchivingEnabled (boolean — post-change EmailArchivingEnabled), iaOverrideEnabled (boolean — post-change EmailArchiveOverrideAtIA, force-disabled when enabled=false was sent).
62
-
63
- #### `set-archive-override-at-ia-pref`
64
-
65
- Toggle EmailArchiveOverrideAtIA. Server silent-no-ops enabled=true when archiving is off — returns success plus iaOverrideEnabled=false rather than flipping. Disabling (enabled=false) is always honored.
66
-
67
- **Call:** `PATCH /headless/invoke/platform/e360-email-archiving/set-archive-override-at-iapref` — status: `proposed`
68
-
69
- **Inputs:**
70
-
71
- - `enabled` *(`boolean`)* — Whether d is enabled.
72
-
73
- **Output:** Object with success (boolean) and iaOverrideEnabled (boolean — post-change EmailArchiveOverrideAtIA, forced false when archiving was off). The success flag is true even on the silent-no-op branch (enabled=true while archiving off) — caller must check iaOverrideEnabled to detect rejection.