@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: platform-privacy-agent-settings-configure
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- description: "Use this skill when users want to configure Salesforce Privacy Agent for the org. Trigger when users mention privacy, agent, settings, privacy agent settings."
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- metadata:
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- version: "1.0"
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- accessCheck: "(PrivacyAgent.userCanManagePrivacyAgent) || (PrivacyAgent.userCanReadPrivacyAgent)"
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- ---
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-
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- # Managing Privacy Agent Settings
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-
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- ## When to Use This Skill
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-
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- Configure Salesforce Privacy Agent for the org. Five concepts: Regulation (GDPR/CCPA/custom), ComplianceRule (per-regulation), Framework (active runbook version tying regulations + rules), ComplianceIssue (scan-produced rows), ComplianceScanJob (async scans of org data and configuration). Bootstrap: provision-org (regulationKeys → initial framework). Then select a framework (save/draft/publish-framework-selection), run scans (run-compliance-scan-job for data, run-health-check for configuration), read issues from the dashboard surfaces, remediate via invoke-remediation-plan. Custom regulation/rule lifecycle: create-regulation(-with-rules) / edit-regulation(-with-rules) / delete-regulation. Rule extraction: extract-rules-from-document → save-extracted-rules → delete-content-document. Reads require read access to Privacy Agent; writes require manage access.
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-
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- ## Workflow
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-
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- Bootstrap (one-time): provision-org → save-framework-selection (or save-draft-framework-selection → publish-framework-selection). Scan loop: is-compliance-scan-enabled → run-compliance-scan-job → poll get-dashboard-summary-data.complianceScanInProgressJobId → read issues via get-compliance-issues / get-new-issues / get-resolved-issues. Health-check loop is symmetric: is-privacy-agent-scan-enabled → run-health-check. Rule lifecycle: get-regulations → get-related-rules(regulationId) → check-rule-deactivation-issues (deactivation pre-flight) → update-rule-status / bulk-activate-rules. Custom rule import: upload ContentDocument → extract-rules-from-document → save-extracted-rules → delete-content-document. Custom regulation: create-regulation(-with-rules) → edit-regulation(-with-rules) → delete-regulation. Remediation: get-recommended-plans-for-issue (issueId from get-compliance-issues) → invoke-remediation-plan. Pair every write with its verify-* step.
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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 PrivacyAgent ManagePrivacyAgent access (check: `Manage Privacy Agent permission`)
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- - User must have PrivacyAgent ReadPrivacyAgent access (check: `Read Privacy Agent permission`)
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-
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- **Destructive operations — require explicit user confirmation:**
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-
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- - **`delete-content-document`** — Deletes the uploaded ContentDocument AND prunes its references from Privacy Agent rule rows. Substituting a raw sObject delete leaves dangling references.
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- - Rollback: No automatic rollback.
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- - **`delete-regulation`** — Deletes a custom regulation (and its rule linkage) by id. Server-side updates the runbook version reference. Requires manage access to Privacy Agent.
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- - Rollback: No automatic rollback.
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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 `run-compliance-scan-job`: call `verify-run-compliance-scan-job` (`GET /headless/invoke/platform/privacy-agent-settings/get-dashboard-summary-data`)
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- - After `run-health-check`: call `verify-run-health-check` (`GET /headless/invoke/platform/privacy-agent-settings/get-dashboard-summary-data`)
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- - After `cancel-compliance-scan-job`: call `verify-cancel-compliance-scan-job` (`GET /headless/invoke/platform/privacy-agent-settings/get-dashboard-summary-data`)
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- - After `save-framework-selection`: call `verify-save-framework-selection` (`GET /headless/invoke/platform/privacy-agent-settings/get-regulations`)
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- - After `publish-framework-selection`: call `verify-publish-framework-selection` (`GET /headless/invoke/platform/privacy-agent-settings/get-regulations`)
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- - After `update-rule-status`: call `verify-update-rule-status` (`GET /headless/invoke/platform/privacy-agent-settings/get-related-rules`)
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- - After `bulk-activate-rules`: call `verify-bulk-activate-rules` (`GET /headless/invoke/platform/privacy-agent-settings/get-related-rules`)
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- - After `save-extracted-rules`: call `verify-save-extracted-rules` (`GET /headless/invoke/platform/privacy-agent-settings/get-related-rules`)
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- - After `create-regulation`: call `verify-create-regulation` (`GET /headless/invoke/platform/privacy-agent-settings/get-regulations`)
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- - After `create-regulation-with-rules`: call `verify-create-regulation-with-rules` (`GET /headless/invoke/platform/privacy-agent-settings/get-regulations`)
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- - After `edit-regulation`: call `verify-edit-regulation` (`GET /headless/invoke/platform/privacy-agent-settings/get-regulations`)
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- - After `edit-regulation-with-rules`: call `verify-edit-regulation-with-rules` (`GET /headless/invoke/platform/privacy-agent-settings/get-related-rules`)
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- - After `delete-regulation`: call `verify-delete-regulation` (`GET /headless/invoke/platform/privacy-agent-settings/get-regulations`)
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- - After `provision-org`: call `verify-provision-org` (`GET /headless/invoke/platform/privacy-agent-settings`)
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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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- | `is-privacy-agent-available` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings` | — |
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- | `get-dashboard-summary-data` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-dashboard-summary-data` | — |
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- | `get-compliance-issues` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-compliance-issues` | — |
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- | `get-new-issues` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-new-issues` | — |
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- | `get-unchanged-issues` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-unchanged-issues` | — |
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- | `get-resolved-issues` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-resolved-issues` | — |
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- | `get-compliance-remediation-plan` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-compliance-remediation-plan` | — |
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- | `get-compliance-score-card` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-compliance-score-card` | — |
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- | `get-recent-activity` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-recent-activity` | — |
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- | `get-setup-status` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-setup-status` | — |
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- | `get-home-page-data` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-home-page-data` | — |
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- | `run-health-check` | write | proposed | `POST /services/data/v66.0/privacyagent/health/scan` | `is-privacy-agent-scan-enabled` |
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- | `is-privacy-agent-scan-enabled` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/is-privacy-agent-scan-enabled` | — |
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- | `is-compliance-scan-enabled` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/is-compliance-scan-enabled` | — |
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- | `run-compliance-scan-job` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/run-compliance-scan-job` | `is-compliance-scan-enabled` |
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- | `cancel-compliance-scan-job` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/cancel-compliance-scan-job` | `get-dashboard-summary-data` |
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- | `get-regulations` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-regulations` | — |
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- | `save-framework-selection` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/save-framework-selection` | `get-regulations`, `check-can-manage-privacy-agent` |
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- | `save-draft-framework-selection` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/save-draft-framework-selection` | `get-regulations`, `check-can-manage-privacy-agent` |
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- | `publish-framework-selection` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/publish-framework-selection` | `save-draft-framework-selection` |
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- | `get-related-rules` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-related-rules` | `get-regulations` |
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- | `check-rule-deactivation-issues` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/check-rule-deactivation-issues` | `get-related-rules` |
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- | `update-rule-status` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/update-rule-status` | `get-related-rules`, `check-rule-deactivation-issues` |
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- | `bulk-activate-rules` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/bulk-activate-rules` | `get-related-rules` |
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- | `extract-rules-from-document` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/extract-rules-from-document` | — |
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- | `save-extracted-rules` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/save-extracted-rules` | `extract-rules-from-document`, `get-regulations` |
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- | `delete-content-document` | delete | proposed | `DELETE /headless/invoke/platform/privacy-agent-settings/delete-content-document` | `save-extracted-rules` |
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- | `get-compliance-issue-insights` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-compliance-issue-insights` | — |
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- | `get-audit-logs` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-audit-logs` | — |
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- | `search-audit-logs` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/search-audit-logs` | — |
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- | `get-audit-log-detail` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-audit-log-detail` | `get-audit-logs` |
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- | `get-latest-audit-log-timestamp` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-latest-audit-log-timestamp` | — |
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- | `get-recommended-plans-for-issue` | read | proposed | `GET /headless/invoke/platform/privacy-agent-settings/get-recommended-plans-for-issue` | `get-compliance-issues` |
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- | `invoke-remediation-plan` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/invoke-remediation-plan` | `get-recommended-plans-for-issue` |
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- | `provision-org` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/provision-org` | — |
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- | `check-can-manage-privacy-agent` | read | implemented | `GET /headless/invoke/platform/privacy-agent-settings/check-can-manage-privacy-agent` | — |
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- | `check-can-read-privacy-agent` | read | implemented | `GET /headless/invoke/platform/privacy-agent-settings/check-can-read-privacy-agent` | — |
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- | `create-regulation` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/create-regulation` | — |
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- | `create-regulation-with-rules` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/create-regulation-with-rules` | `check-can-manage-privacy-agent` |
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- | `edit-regulation-with-rules` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/edit-regulation-with-rules` | `get-regulations` |
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- | `edit-regulation` | write | proposed | `PATCH /headless/invoke/platform/privacy-agent-settings/edit-regulation` | `get-regulations` |
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- | `delete-regulation` | delete | proposed | `DELETE /headless/invoke/platform/privacy-agent-settings/delete-regulation` | `get-regulations` |
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- | `checkCanManagePrivacyAgent_3` | read | implemented | `GET /headless/invoke/platform/privacy-agent/check-can-manage-privacy-agent` | — |
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- | `getPrivacyAgentScanPreference_1` | read | implemented | `GET /headless/invoke/platform/privacy-agent/get-privacy-agent-scan-preference` | `checkCanManagePrivacyAgent_3` |
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- | `setPrivacyAgentScanPreference_2` | write | implemented | `PATCH /headless/invoke/platform/privacy-agent/set-privacy-agent-scan-preference` | `getPrivacyAgentScanPreference_1` |
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- | `verify-run-compliance-scan-job` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-dashboard-summary-data` | `run-compliance-scan-job` |
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- | `verify-run-health-check` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-dashboard-summary-data` | `run-health-check` |
107
- | `verify-cancel-compliance-scan-job` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-dashboard-summary-data` | `cancel-compliance-scan-job` |
108
- | `verify-save-framework-selection` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-regulations` | `save-framework-selection` |
109
- | `verify-publish-framework-selection` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-regulations` | `publish-framework-selection` |
110
- | `verify-update-rule-status` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-related-rules` | `update-rule-status` |
111
- | `verify-bulk-activate-rules` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-related-rules` | `bulk-activate-rules` |
112
- | `verify-save-extracted-rules` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-related-rules` | `save-extracted-rules` |
113
- | `verify-create-regulation` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-regulations` | `create-regulation` |
114
- | `verify-create-regulation-with-rules` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-regulations` | `create-regulation-with-rules` |
115
- | `verify-edit-regulation` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-regulations` | `edit-regulation` |
116
- | `verify-edit-regulation-with-rules` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-related-rules` | `edit-regulation-with-rules` |
117
- | `verify-delete-regulation` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings/get-regulations` | `delete-regulation` |
118
- | `verify-provision-org` | verify | — | `GET /headless/invoke/platform/privacy-agent-settings` | `provision-org` |
119
-
120
- ### Dependency graph
121
-
122
- ```mermaid
123
- graph TD
124
- is_privacy_agent_available["is-privacy-agent-available (read)"]
125
- get_dashboard_summary_data["get-dashboard-summary-data (read)"]
126
- get_compliance_issues["get-compliance-issues (read)"]
127
- get_new_issues["get-new-issues (read)"]
128
- get_unchanged_issues["get-unchanged-issues (read)"]
129
- get_resolved_issues["get-resolved-issues (read)"]
130
- get_compliance_remediation_plan["get-compliance-remediation-plan (read)"]
131
- get_compliance_score_card["get-compliance-score-card (read)"]
132
- get_recent_activity["get-recent-activity (read)"]
133
- get_setup_status["get-setup-status (read)"]
134
- get_home_page_data["get-home-page-data (read)"]
135
- run_health_check["run-health-check (write)"]
136
- is_privacy_agent_scan_enabled["is-privacy-agent-scan-enabled (read)"]
137
- is_compliance_scan_enabled["is-compliance-scan-enabled (read)"]
138
- run_compliance_scan_job["run-compliance-scan-job (write)"]
139
- cancel_compliance_scan_job["cancel-compliance-scan-job (write)"]
140
- get_regulations["get-regulations (read)"]
141
- save_framework_selection["save-framework-selection (write)"]
142
- save_draft_framework_selection["save-draft-framework-selection (write)"]
143
- publish_framework_selection["publish-framework-selection (write)"]
144
- get_related_rules["get-related-rules (read)"]
145
- check_rule_deactivation_issues["check-rule-deactivation-issues (read)"]
146
- update_rule_status["update-rule-status (write)"]
147
- bulk_activate_rules["bulk-activate-rules (write)"]
148
- extract_rules_from_document["extract-rules-from-document (write)"]
149
- save_extracted_rules["save-extracted-rules (write)"]
150
- delete_content_document["delete-content-document (delete)"]
151
- get_compliance_issue_insights["get-compliance-issue-insights (read)"]
152
- get_audit_logs["get-audit-logs (read)"]
153
- search_audit_logs["search-audit-logs (read)"]
154
- get_audit_log_detail["get-audit-log-detail (read)"]
155
- get_latest_audit_log_timestamp["get-latest-audit-log-timestamp (read)"]
156
- get_recommended_plans_for_issue["get-recommended-plans-for-issue (read)"]
157
- invoke_remediation_plan["invoke-remediation-plan (write)"]
158
- provision_org["provision-org (write)"]
159
- check_can_manage_privacy_agent["check-can-manage-privacy-agent (read)"]
160
- check_can_read_privacy_agent["check-can-read-privacy-agent (read)"]
161
- create_regulation["create-regulation (write)"]
162
- create_regulation_with_rules["create-regulation-with-rules (write)"]
163
- edit_regulation_with_rules["edit-regulation-with-rules (write)"]
164
- edit_regulation["edit-regulation (write)"]
165
- delete_regulation["delete-regulation (delete)"]
166
- checkCanManagePrivacyAgent_3["checkCanManagePrivacyAgent_3 (read)"]
167
- getPrivacyAgentScanPreference_1["getPrivacyAgentScanPreference_1 (read)"]
168
- setPrivacyAgentScanPreference_2["setPrivacyAgentScanPreference_2 (write)"]
169
- verify_run_compliance_scan_job["verify-run-compliance-scan-job (verify)"]
170
- verify_run_health_check["verify-run-health-check (verify)"]
171
- verify_cancel_compliance_scan_job["verify-cancel-compliance-scan-job (verify)"]
172
- verify_save_framework_selection["verify-save-framework-selection (verify)"]
173
- verify_publish_framework_selection["verify-publish-framework-selection (verify)"]
174
- verify_update_rule_status["verify-update-rule-status (verify)"]
175
- verify_bulk_activate_rules["verify-bulk-activate-rules (verify)"]
176
- verify_save_extracted_rules["verify-save-extracted-rules (verify)"]
177
- verify_create_regulation["verify-create-regulation (verify)"]
178
- verify_create_regulation_with_rules["verify-create-regulation-with-rules (verify)"]
179
- verify_edit_regulation["verify-edit-regulation (verify)"]
180
- verify_edit_regulation_with_rules["verify-edit-regulation-with-rules (verify)"]
181
- verify_delete_regulation["verify-delete-regulation (verify)"]
182
- verify_provision_org["verify-provision-org (verify)"]
183
- is_privacy_agent_scan_enabled --> run_health_check
184
- is_compliance_scan_enabled --> run_compliance_scan_job
185
- get_dashboard_summary_data --> cancel_compliance_scan_job
186
- get_regulations --> save_framework_selection
187
- check_can_manage_privacy_agent --> save_framework_selection
188
- get_regulations --> save_draft_framework_selection
189
- check_can_manage_privacy_agent --> save_draft_framework_selection
190
- save_draft_framework_selection --> publish_framework_selection
191
- get_regulations --> get_related_rules
192
- get_related_rules --> check_rule_deactivation_issues
193
- get_related_rules --> update_rule_status
194
- check_rule_deactivation_issues --> update_rule_status
195
- get_related_rules --> bulk_activate_rules
196
- extract_rules_from_document --> save_extracted_rules
197
- get_regulations --> save_extracted_rules
198
- save_extracted_rules --> delete_content_document
199
- get_audit_logs --> get_audit_log_detail
200
- get_compliance_issues --> get_recommended_plans_for_issue
201
- get_recommended_plans_for_issue --> invoke_remediation_plan
202
- check_can_manage_privacy_agent --> create_regulation_with_rules
203
- get_regulations --> edit_regulation_with_rules
204
- get_regulations --> edit_regulation
205
- get_regulations --> delete_regulation
206
- checkCanManagePrivacyAgent_3 --> getPrivacyAgentScanPreference_1
207
- getPrivacyAgentScanPreference_1 --> setPrivacyAgentScanPreference_2
208
- run_compliance_scan_job --> verify_run_compliance_scan_job
209
- run_health_check --> verify_run_health_check
210
- cancel_compliance_scan_job --> verify_cancel_compliance_scan_job
211
- save_framework_selection --> verify_save_framework_selection
212
- publish_framework_selection --> verify_publish_framework_selection
213
- update_rule_status --> verify_update_rule_status
214
- bulk_activate_rules --> verify_bulk_activate_rules
215
- save_extracted_rules --> verify_save_extracted_rules
216
- create_regulation --> verify_create_regulation
217
- create_regulation_with_rules --> verify_create_regulation_with_rules
218
- edit_regulation --> verify_edit_regulation
219
- edit_regulation_with_rules --> verify_edit_regulation_with_rules
220
- delete_regulation --> verify_delete_regulation
221
- provision_org --> verify_provision_org
222
- ```
223
-
224
- ### Read operations
225
-
226
- #### `is-privacy-agent-available`
227
-
228
- Returns whether Privacy Agent is provisioned and accessible to the current user. Use as the entry-point gate before driving any other Privacy Agent step.
229
-
230
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings` — status: `proposed`
231
-
232
- #### `get-dashboard-summary-data`
233
-
234
- Returns DashboardSummaryData aggregating compliance-issue counts, in-progress scan-job state (complianceScanInProgressJobId), and overall setup status. Powers the Privacy Agent home dashboard.
235
-
236
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-dashboard-summary-data` — status: `proposed`
237
-
238
- #### `get-compliance-issues`
239
-
240
- Returns ComplianceIssueData with issue lists bucketed by status (new/unchanged/resolved). Use the per-bucket steps when only one bucket is needed.
241
-
242
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-compliance-issues` — status: `proposed`
243
-
244
- #### `get-new-issues`
245
-
246
- Returns just-detected, unresolved ComplianceIssueItem rows from the most recent scan. Cheaper than getComplianceIssues when only the new bucket is needed.
247
-
248
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-new-issues` — status: `proposed`
249
-
250
- #### `get-unchanged-issues`
251
-
252
- Returns unresolved ComplianceIssueItem rows persisted from prior scans (not resolved or ignored since first detected).
253
-
254
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-unchanged-issues` — status: `proposed`
255
-
256
- #### `get-resolved-issues`
257
-
258
- Returns ComplianceIssueItem rows resolved or ignored within the last 30 days. Powers the resolved-issues dashboard view.
259
-
260
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-resolved-issues` — status: `proposed`
261
-
262
- #### `get-compliance-remediation-plan`
263
-
264
- Returns the org-wide ComplianceRemediationPlanItem rows across all compliance issues, each with suggested action, affected objects, status, riskLevel, and editable planParameters.
265
-
266
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-compliance-remediation-plan` — status: `proposed`
267
-
268
- #### `get-compliance-score-card`
269
-
270
- Returns ComplianceScoreCard with the org's overall score and open-issue counts bucketed by risk tier (high, medium, low).
271
-
272
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-compliance-score-card` — status: `proposed`
273
-
274
- #### `get-recent-activity`
275
-
276
- Returns a typed RecentActivityItem list summarising recent compliance activity (scans, rule changes, issue resolutions).
277
-
278
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-recent-activity` — status: `proposed`
279
-
280
- #### `get-setup-status`
281
-
282
- Returns SetupStatusData (welcome dismissed, completed-steps list, setup-complete flag) used to drive the setup-progress wizard.
283
-
284
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-setup-status` — status: `proposed`
285
-
286
- #### `get-home-page-data`
287
-
288
- Returns a composite HomePageData envelope mixing dashboard summary, score card, and setup-status signals into one read.
289
-
290
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-home-page-data` — status: `proposed`
291
-
292
- #### `is-privacy-agent-scan-enabled`
293
-
294
- Returns whether org-level health-check scanning is enabled. Gates the run-health-check action.
295
-
296
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/is-privacy-agent-scan-enabled` — status: `proposed`
297
-
298
- #### `is-compliance-scan-enabled`
299
-
300
- Returns whether compliance-scan jobs (data scanning against the active framework) are enabled. Gates the run-compliance-scan-job action.
301
-
302
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/is-compliance-scan-enabled` — status: `proposed`
303
-
304
- #### `get-regulations`
305
-
306
- Returns RegulationData listing all available regulations (standard plus custom), the active runbookVersionId, and per-regulation framework state. Drives the framework-selection picker.
307
-
308
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-regulations` — status: `proposed`
309
-
310
- #### `get-related-rules`
311
-
312
- Returns ComplianceRuleItem rows linked to the given regulation (active state, computed lastEvaluated, sourceRegulation, ruleClassification, sourceDocumentRef).
313
-
314
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-related-rules` — status: `proposed`
315
-
316
- **Inputs:**
317
-
318
- - `regulationId` *(`String`)*
319
-
320
- **Depends on:** `get-regulations`
321
-
322
- #### `check-rule-deactivation-issues`
323
-
324
- Pre-flight returning {hasOpenIssues, openIssueCount} for the given rule. Call before update-rule-status when toggling isActive=false to surface whether deactivation would orphan open compliance issues.
325
-
326
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/check-rule-deactivation-issues` — status: `proposed`
327
-
328
- **Inputs:**
329
-
330
- - `ruleId` *(`String`)*
331
-
332
- **Depends on:** `get-related-rules`
333
-
334
- #### `get-compliance-issue-insights`
335
-
336
- Returns aggregated insights over open compliance issues — issuesByType, issuesBySeverity, issuesByRegulation maps, plus a summary string. Powers the dashboard insights panel.
337
-
338
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-compliance-issue-insights` — status: `proposed`
339
-
340
- #### `get-audit-logs`
341
-
342
- Returns the typed ComplianceAuditLogItem list (recent compliance-related changes by user, time, category).
343
-
344
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-audit-logs` — status: `proposed`
345
-
346
- #### `search-audit-logs`
347
-
348
- Paged search over compliance audit logs with searchQuery + categoryFilter + pageNumber/pageSize. Returns a SearchAuditLogsResult envelope.
349
-
350
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/search-audit-logs` — status: `proposed`
351
-
352
- **Inputs:**
353
-
354
- - `searchQuery` *(`String`)*
355
- - `categoryFilter` *(`String`)*
356
- - `pageNumber` *(`Integer`)*
357
- - `pageSize` *(`Integer`)*
358
-
359
- #### `get-audit-log-detail`
360
-
361
- Returns a single ComplianceAuditLogItem by auditlogId — full detail (target record, change set, user, timestamp).
362
-
363
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-audit-log-detail` — status: `proposed`
364
-
365
- **Inputs:**
366
-
367
- - `auditlogId` *(`String`)*
368
-
369
- **Depends on:** `get-audit-logs`
370
-
371
- #### `get-latest-audit-log-timestamp`
372
-
373
- Returns the timestamp string of the most recent compliance audit log entry. Used to surface last-activity on the dashboard.
374
-
375
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-latest-audit-log-timestamp` — status: `proposed`
376
-
377
- #### `get-recommended-plans-for-issue`
378
-
379
- Returns the ComplianceRemediationPlanItem rows recommended for the given issueId. Each plan describes suggested action, affectedObjectsDetails, status, riskLevel, and planParameters.
380
-
381
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-recommended-plans-for-issue` — status: `proposed`
382
-
383
- **Inputs:**
384
-
385
- - `issueId` *(`String`)*
386
-
387
- **Depends on:** `get-compliance-issues`
388
-
389
- #### `check-can-manage-privacy-agent`
390
-
391
- Returns whether the current user has manage access to Privacy Agent. Pre-flight check before write operations (save-framework-selection, update-rule-status, regulation CRUD, etc.).
392
-
393
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/check-can-manage-privacy-agent` — status: `implemented`
394
-
395
- #### `check-can-read-privacy-agent`
396
-
397
- Returns whether the current user has read access to Privacy Agent. Pre-flight check before the dashboard reads.
398
-
399
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/check-can-read-privacy-agent` — status: `implemented`
400
-
401
- #### `checkCanManagePrivacyAgent_3`
402
-
403
- Verify that the current user has the necessary permissions to manage Privacy Agent settings. This is a pre-flight authorization check that gates access to the toggle control.
404
-
405
- **Call:** `GET /headless/invoke/platform/privacy-agent/check-can-manage-privacy-agent` — status: `implemented`
406
-
407
- #### `getPrivacyAgentScanPreference_1`
408
-
409
- Retrieve the current state of the Privacy Agent Scan preference (enabled or disabled). The result populates the "Enable Privacy Agent Scan" toggle on the settings page.
410
-
411
- **Call:** `GET /headless/invoke/platform/privacy-agent/get-privacy-agent-scan-preference` — status: `implemented`
412
-
413
- **Depends on:** `checkCanManagePrivacyAgent_3`
414
-
415
- ### Write operations
416
-
417
- #### `run-health-check`
418
-
419
- Triggers an async health-check scan inspecting the org's configuration for compliance issues against the active framework. Subsequent get-dashboard-summary-data reads expose the running jobId.
420
-
421
- **Call:** `POST /services/data/v66.0/privacyagent/health/scan` — status: `proposed`
422
-
423
- **Depends on:** `is-privacy-agent-scan-enabled`
424
-
425
- #### `run-compliance-scan-job`
426
-
427
- Kicks off an async scan evaluating org data against active runbook rules; emits ComplianceIssueItem rows. Job id surfaces via get-dashboard-summary-data complianceScanInProgressJobId.
428
-
429
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/run-compliance-scan-job` — status: `proposed`
430
-
431
- **Depends on:** `is-compliance-scan-enabled`
432
-
433
- #### `cancel-compliance-scan-job`
434
-
435
- Cancels a running compliance-scan job by id. jobId comes from get-dashboard-summary-data complianceScanInProgressJobId.
436
-
437
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/cancel-compliance-scan-job` — status: `proposed`
438
-
439
- **Inputs:**
440
-
441
- - `jobId` *(`String`)* — Id of the job.
442
-
443
- **Depends on:** `get-dashboard-summary-data`
444
-
445
- #### `save-framework-selection`
446
-
447
- Persists the supplied framework selection (regulation/rule activation map) and immediately commits it as the org's active runbook version. Requires manage access to Privacy Agent.
448
-
449
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/save-framework-selection` — status: `proposed`
450
-
451
- **Inputs:**
452
-
453
- - `frameworkSelection` *(`Object`)* — Structured value describing framework selection.
454
-
455
- **Depends on:** `get-regulations`, `check-can-manage-privacy-agent`
456
-
457
- #### `save-draft-framework-selection`
458
-
459
- Saves the framework selection as a DRAFT runbook version (not yet active). Returns FrameworkSaveDraftResult with the draft id; pair with publish-framework-selection to commit.
460
-
461
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/save-draft-framework-selection` — status: `proposed`
462
-
463
- **Inputs:**
464
-
465
- - `frameworkSelection` *(`Object`)* — Structured value describing framework selection.
466
-
467
- **Depends on:** `get-regulations`, `check-can-manage-privacy-agent`
468
-
469
- #### `publish-framework-selection`
470
-
471
- Publishes a previously-saved draft framework selection as the active runbook version. Use after save-draft-framework-selection.
472
-
473
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/publish-framework-selection` — status: `proposed`
474
-
475
- **Inputs:**
476
-
477
- - `frameworkSelection` *(`Object`)* — Structured value describing framework selection.
478
-
479
- **Depends on:** `save-draft-framework-selection`
480
-
481
- #### `update-rule-status`
482
-
483
- Updates a single rule's active state with conflictDecision arbitration when the change conflicts with another rule. Use check-rule-deactivation-issues first when deactivating. Requires manage access to Privacy Agent.
484
-
485
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/update-rule-status` — status: `proposed`
486
-
487
- **Inputs:**
488
-
489
- - `ruleId` *(`String`)* — Id of the rule.
490
- - `isActive` *(`boolean`)* — Whether active is enabled.
491
- - `conflictDecision` *(`String`)* — Value for the conflict decision field.
492
-
493
- **Depends on:** `get-related-rules`, `check-rule-deactivation-issues`
494
-
495
- #### `bulk-activate-rules`
496
-
497
- Activates the supplied list of ruleIds in a single batch and returns the count of rules activated. Server-side validation runs across the batch atomically. Requires manage access to Privacy Agent.
498
-
499
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/bulk-activate-rules` — status: `proposed`
500
-
501
- **Inputs:**
502
-
503
- - `ruleIds` *(`List<String>`)* — Value for rule ids.
504
-
505
- **Depends on:** `get-related-rules`
506
-
507
- #### `extract-rules-from-document`
508
-
509
- Parses an uploaded ContentDocument (regulation source PDF/DOCX) and returns draft ComplianceRuleItem candidates. Persist via save-extracted-rules; clean up the source via delete-content-document.
510
-
511
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/extract-rules-from-document` — status: `proposed`
512
-
513
- **Inputs:**
514
-
515
- - `contentDocumentId` *(`String`)* — Id of the content document.
516
-
517
- #### `save-extracted-rules`
518
-
519
- Persists draft rules (typically from extract-rules-from-document) onto an existing regulation, preserving sourceDocumentRef linkage. Requires manage access to Privacy Agent.
520
-
521
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/save-extracted-rules` — status: `proposed`
522
-
523
- **Inputs:**
524
-
525
- - `regulationId` *(`String`)* — Id of the regulation.
526
- - `rules` *(`List<Map<String, Object>>`)* — Value for rules.
527
-
528
- **Depends on:** `extract-rules-from-document`, `get-regulations`
529
-
530
- #### `invoke-remediation-plan`
531
-
532
- Executes a remediation plan against the supplied affectedObjectsDetails using remediationParameters. Server-side runs the plan steps and updates the source compliance issue.
533
-
534
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/invoke-remediation-plan` — status: `proposed`
535
-
536
- **Inputs:**
537
-
538
- - `remediationPlanId` *(`String`)* — Id of the remediation plan.
539
- - `affectedObjectsDetails` *(`String`)* — Value for the affected objects details field.
540
- - `remediationParameters` *(`String`)* — Value for the remediation parameters field.
541
-
542
- **Depends on:** `get-recommended-plans-for-issue`
543
-
544
- #### `provision-org`
545
-
546
- First-time provisioning: enables Privacy Agent against supplied regulationKeys (GDPR, CCPA, etc.) and creates the initial framework version. Prerequisite for all other steps.
547
-
548
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/provision-org` — status: `proposed`
549
-
550
- **Inputs:**
551
-
552
- - `regulationKeys` *(`List<String>`)* — Value for regulation keys.
553
-
554
- #### `create-regulation`
555
-
556
- Creates a new custom regulation record (metadata only; no rules). Returns RegulationItem with the new id; use create-regulation-with-rules to seed rules at creation.
557
-
558
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/create-regulation` — status: `proposed`
559
-
560
- **Inputs:**
561
-
562
- - `regulation` *(`Object`)* — Structured value describing regulation.
563
-
564
- #### `create-regulation-with-rules`
565
-
566
- Creates a new custom regulation plus its initial rule set atomically. Each rule supplies name, ruleDescription, contentDocumentIds, sourceDocumentRef, isActive. Requires manage access to Privacy Agent.
567
-
568
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/create-regulation-with-rules` — status: `proposed`
569
-
570
- **Inputs:**
571
-
572
- - `regulation` *(`Object`)* — Structured value describing regulation.
573
- - `rules` *(`List<Map<String, Object>>`)* — Value for rules.
574
-
575
- **Depends on:** `check-can-manage-privacy-agent`
576
-
577
- #### `edit-regulation-with-rules`
578
-
579
- Updates a regulation and its rules atomically. Rules with an id are updated, rules without an id are created, and removedDocumentIds drops content documents. Requires manage access to Privacy Agent.
580
-
581
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/edit-regulation-with-rules` — status: `proposed`
582
-
583
- **Inputs:**
584
-
585
- - `regulation` *(`Object`)* — Structured value describing regulation.
586
- - `rules` *(`List<Map<String, Object>>`)* — Value for rules.
587
-
588
- **Depends on:** `get-regulations`
589
-
590
- #### `edit-regulation`
591
-
592
- Updates an existing regulation's metadata (name, summary, country, region, etc.) without touching its rules.
593
-
594
- **Call:** `PATCH /headless/invoke/platform/privacy-agent-settings/edit-regulation` — status: `proposed`
595
-
596
- **Inputs:**
597
-
598
- - `regulation` *(`Object`)* — Structured value describing regulation.
599
-
600
- **Depends on:** `get-regulations`
601
-
602
- #### `setPrivacyAgentScanPreference_2`
603
-
604
- Update the Privacy Agent Scan preference by toggling the enabled Boolean. This is invoked when the admin flips the "Enable Privacy Agent Scan" toggle. The enabled input (Boolean, required) determines whether the scan is active. Source: current toggle state derived from output of getPrivacyAgentScanPreference_1.
605
-
606
- **Call:** `PATCH /headless/invoke/platform/privacy-agent/set-privacy-agent-scan-preference` — status: `implemented`
607
-
608
- **Inputs:**
609
-
610
- - `enabled` *(`Boolean`)*
611
-
612
- **Depends on:** `getPrivacyAgentScanPreference_1`
613
-
614
- ### Verify operations
615
-
616
- #### `verify-run-compliance-scan-job`
617
-
618
- Read DashboardSummaryData and confirm complianceScanInProgressJobId is populated, indicating the scan job was enqueued.
619
-
620
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-dashboard-summary-data`
621
-
622
- **Depends on:** `run-compliance-scan-job`
623
-
624
- #### `verify-run-health-check`
625
-
626
- Read DashboardSummaryData to confirm the health-check job was enqueued (running jobId surfaces here).
627
-
628
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-dashboard-summary-data`
629
-
630
- **Depends on:** `run-health-check`
631
-
632
- #### `verify-cancel-compliance-scan-job`
633
-
634
- Read DashboardSummaryData to confirm complianceScanInProgressJobId is no longer populated, indicating cancellation took effect.
635
-
636
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-dashboard-summary-data`
637
-
638
- **Depends on:** `cancel-compliance-scan-job`
639
-
640
- #### `verify-save-framework-selection`
641
-
642
- Read RegulationData to confirm the framework selection is reflected in the active runbook version.
643
-
644
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-regulations`
645
-
646
- **Depends on:** `save-framework-selection`
647
-
648
- #### `verify-publish-framework-selection`
649
-
650
- Read RegulationData to confirm the published runbookVersionId matches the framework that was published.
651
-
652
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-regulations`
653
-
654
- **Depends on:** `publish-framework-selection`
655
-
656
- #### `verify-update-rule-status`
657
-
658
- Read ComplianceRuleItem rows for the regulation to confirm the rule's isActive reflects the requested change.
659
-
660
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-related-rules`
661
-
662
- **Depends on:** `update-rule-status`
663
-
664
- #### `verify-bulk-activate-rules`
665
-
666
- Read ComplianceRuleItem rows to confirm the targeted rules are now isActive=true.
667
-
668
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-related-rules`
669
-
670
- **Depends on:** `bulk-activate-rules`
671
-
672
- #### `verify-save-extracted-rules`
673
-
674
- Read ComplianceRuleItem rows for the regulation to confirm the saved extracted rules are now linked.
675
-
676
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-related-rules`
677
-
678
- **Depends on:** `save-extracted-rules`
679
-
680
- #### `verify-create-regulation`
681
-
682
- Read RegulationData to confirm the new custom regulation appears with the supplied metadata.
683
-
684
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-regulations`
685
-
686
- **Depends on:** `create-regulation`
687
-
688
- #### `verify-create-regulation-with-rules`
689
-
690
- Read RegulationData to confirm the new regulation appears; pair with get-related-rules to confirm seeded rules.
691
-
692
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-regulations`
693
-
694
- **Depends on:** `create-regulation-with-rules`
695
-
696
- #### `verify-edit-regulation`
697
-
698
- Read RegulationData to confirm the regulation's metadata patch is reflected.
699
-
700
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-regulations`
701
-
702
- **Depends on:** `edit-regulation`
703
-
704
- #### `verify-edit-regulation-with-rules`
705
-
706
- Read related rules to confirm rule create/update/remove operations from the with-rules patch took effect.
707
-
708
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-related-rules`
709
-
710
- **Depends on:** `edit-regulation-with-rules`
711
-
712
- #### `verify-delete-regulation`
713
-
714
- Read RegulationData to confirm the deleted regulation is no longer present.
715
-
716
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings/get-regulations`
717
-
718
- **Depends on:** `delete-regulation`
719
-
720
- #### `verify-provision-org`
721
-
722
- Confirm Privacy Agent is now provisioned and accessible after first-run provisioning.
723
-
724
- **Call:** `GET /headless/invoke/platform/privacy-agent-settings`
725
-
726
- **Depends on:** `provision-org`
727
-
728
- ### Destructive operations
729
-
730
- #### `delete-content-document`
731
-
732
- Deletes the uploaded ContentDocument AND prunes its references from Privacy Agent rule rows. Substituting a raw sObject delete leaves dangling references.
733
-
734
- **Call:** `DELETE /headless/invoke/platform/privacy-agent-settings/delete-content-document` — status: `proposed`
735
-
736
- **Inputs:**
737
-
738
- - `contentDocumentId` *(`String`)*
739
-
740
- **Depends on:** `save-extracted-rules`
741
-
742
- #### `delete-regulation`
743
-
744
- Deletes a custom regulation (and its rule linkage) by id. Server-side updates the runbook version reference. Requires manage access to Privacy Agent.
745
-
746
- **Call:** `DELETE /headless/invoke/platform/privacy-agent-settings/delete-regulation` — status: `proposed`
747
-
748
- **Inputs:**
749
-
750
- - `regulationId` *(`String`)*
751
-
752
- **Depends on:** `get-regulations`