@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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  258. package/skills/fsc-digital-origination-pricing-setup-procedure-create/SKILL.md +0 -375
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  261. package/skills/fsc-digital-origination-sample-data-create/SKILL.md +0 -206
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  280. package/skills/health-cloud-appt-booking-config-configure/SKILL.md +0 -135
  281. package/skills/health-cloud-appt-booking-url-config-configure/SKILL.md +0 -134
  282. package/skills/health-cloud-care-provider-affl-role-config-configure/SKILL.md +0 -136
  283. package/skills/health-cloud-care-provider-search-config-configure/SKILL.md +0 -134
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  289. package/skills/health-cloud-timeline-configure/SKILL.md +0 -622
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  291. package/skills/industries-account-score-settings-query/SKILL.md +0 -78
  292. package/skills/industries-actionable-list-data-sources-dmo-configure/SKILL.md +0 -177
  293. package/skills/industries-ad-product-availability-search/SKILL.md +0 -399
  294. package/skills/industries-advanced-account-forecast-settings-configure/SKILL.md +0 -628
  295. package/skills/industries-advanced-therapy-management-settings-configure/SKILL.md +0 -73
  296. package/skills/industries-atm-settings-starter-configure/SKILL.md +0 -76
  297. package/skills/industries-batch-document-ai-configure/SKILL.md +0 -196
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  305. package/skills/industries-catalog-process-attributes-products-configure/SKILL.md +0 -380
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  310. package/skills/industries-cds-general-settings-configure/SKILL.md +0 -69
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  328. package/skills/industries-decision-table-hbase-configure/SKILL.md +0 -87
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  379. package/skills/platform-privacy-agent-settings-configure/SKILL.md +0 -752
@@ -1,69 +0,0 @@
1
- ---
2
- name: automotive-cloud-appraisal-management-settings-configure
3
- description: "Use this skill when users want to toggle two industry-cloud org preferences via the SetupApiFamily Connect API: parent AppraisalManagementEnabled and child AutomotiveComponentsForAppraisalMgmtEnabled. Trigger when users mention appraisal, management, settings, appraisal management settings."
4
- metadata:
5
- version: "1.0"
6
- ---
7
-
8
- # Managing Appraisal Management Settings
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-
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- ## When to Use This Skill
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-
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- Toggle two industry-cloud org preferences via the SetupApiFamily Connect API: parent AppraisalManagementEnabled and child AutomotiveComponentsForAppraisalMgmtEnabled. Reads + writes are per-pref single-call. Child write is conventionally gated on parent=true AND Automotive Cloud enabled or orgHasAutomotiveDealerEssentials (LWC-rendered, server allows write regardless). Setup-node access requires Customize Application or System Administrator.
13
-
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- ## Workflow
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-
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- Read isOrgPreferenceEnabled_wire_3 (per-pref iteration over orgPreferences), then setOrgPreferences_1 (parent) and/or setOrgPreferences_2 (child) — independent server-side. Verify-* steps re-read via checkPreference. Child write conventionally requires parent=true + IndustriesAutomotive perm; server accepts regardless. 403 = caller lacks Customize Application.
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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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- - Org has the Appraisal Management access license/perm — gates the Setup node's visibility and accessibility. Without it the AppraisalManagementSettings page is not reachable. (check: `Appraisal Management access`)
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- - Caller has Customize Application permission or is a System Administrator. Derived from the manifest's Customize Application permission access predicate; unauthorized callers get 403 from checkPreference and updatePreference on this Setup family. (check: `Customize Application permission`)
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- - Conditional on the child setOrgPreferences_2 step: org has Automotive Cloud enabled or Automotive Dealer Essentials access. The LWC hides the child toggle without one of these (appraisalManagementPref.js line 51); the Connect endpoint itself accepts the write regardless, but persisting the child pref while the parent feature lacks Automotive coverage is unconventional and may have no UI surface. (check: `Automotive Cloud enabled OR Automotive Dealer Essentials access`)
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- - Conditional on the child setOrgPreferences_2 step: parent AppraisalManagementEnabled is already true. The LWC only renders the child toggle when the parent pref reads back true (showAutoComponentsChildPrefComp gate, appraisalManagementPref.js line 51).
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-
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- ## Operations Reference
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-
29
- 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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- | `isOrgPreferenceEnabled_wire_3` | read | — | `/services/data/v66.0/setup/org/preferences/{preferenceName}` | — |
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- | `setOrgPreferences_1` | write | — | `/services/data/v66.0/setup/org/preferences/{preferenceName}` | `isOrgPreferenceEnabled_wire_3` |
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- | `setOrgPreferences_2` | write | — | `/services/data/v66.0/setup/org/preferences/{preferenceName}` | `isOrgPreferenceEnabled_wire_3`, `setOrgPreferences_1` |
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-
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- ### Read operations
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-
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- #### `isOrgPreferenceEnabled_wire_3`
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-
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- Calls checkPreference once per inputs.orgPreferences entry. Returns isPreferenceEnabled (boolean) per call; agent assembles a name->boolean map locally. 403 if caller lacks Customize Application; 404 on unknown preferenceName.
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-
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- **Call:** `/services/data/v66.0/setup/org/preferences/{preferenceName}`
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-
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- **Output:** Per call: PreferenceCheckOutputRepresentation {isPreferenceEnabled: boolean} where true means the named org pref is enabled. The agent calls checkPreference once per entry in inputs.orgPreferences and assembles a name->boolean map locally.
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-
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- ### Write operations
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-
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- #### `setOrgPreferences_1`
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-
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- PATCH preferenceName=AppraisalManagementEnabled, body {desiredState: boolean}. Response echoes isPreferenceEnabled (in-line verify). Disabling parent hides child UI toggle but does not auto-disable it. 403 lacks Customize Application.
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-
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- **Call:** `/services/data/v66.0/setup/org/preferences/{preferenceName}`
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-
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- **Depends on:** `isOrgPreferenceEnabled_wire_3`
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-
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- **Output:** PreferenceCheckOutputRepresentation with isPreferenceEnabled boolean — server echo of the post-write state. Agents can use this echo as an in-line verify, or re-read via the isOrgPreferenceEnabled_wire_3 step for an explicit confirmation.
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-
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- #### `setOrgPreferences_2`
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-
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- PATCH preferenceName=AutomotiveComponentsForAppraisalMgmtEnabled, body {desiredState: boolean}. Response echoes isPreferenceEnabled (in-line verify). Conventionally requires parent AppraisalManagementEnabled=true and Automotive Cloud/Dealer Essentials access; server accepts write regardless. 403 = caller lacks Customize Application.
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-
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- **Call:** `/services/data/v66.0/setup/org/preferences/{preferenceName}`
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-
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- **Depends on:** `isOrgPreferenceEnabled_wire_3`, `setOrgPreferences_1`
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-
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- **Output:** PreferenceCheckOutputRepresentation with isPreferenceEnabled boolean — server echo of the post-write state. Verified working: PATCH returns 200 with {isPreferenceEnabled: true/false} regardless of Automotive license state.
@@ -1,78 +0,0 @@
1
- ---
2
- name: automotive-cloud-dealer-essentials-configure
3
- description: "Use this skill when users want to toggle two Automotive org preferences via SetupMetadata batch ops: `DealerEssentialsForAutomotiveEnabled` (master) and `IndustriesAutomotiveSchedulerEnabled` (subordinate). Trigger when users mention dealer, essentials, automotive, settings, dealer essentials for automotive settings."
4
- metadata:
5
- version: "1.0"
6
- ---
7
-
8
- # Managing Dealer Essentials For Automotive Settings
9
-
10
- ## When to Use This Skill
11
-
12
- Toggle two Automotive org preferences via SetupMetadata batch ops: `DealerEssentialsForAutomotiveEnabled` (master) and `IndustriesAutomotiveSchedulerEnabled` (subordinate). Read: `GET .../is-org-preference-enabled?orgPreferences=[...]` → `Map<String, Boolean>`. Write: `PATCH .../set-org-preference` body `{orgPreferences: {<api-name>: <bool>}}` (multi-pref atomic). Server-gated by View Setup; master/subordinate gating is UI-only — server permits the scheduler write regardless of master state.
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-
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- ## Critical Constraints
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-
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- **Preconditions:**
17
-
18
- - View Setup required — a class-level `View Setup permission` access guard gates both ops. (check: `View Setup permission`)
19
- - Org must hold the Automotive Cloud / Industries Automotive license that exposes `DealerEssentialsForAutomotiveEnabled`; without it the prefs persist but feature surfaces stay dark.
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-
21
- ## Verification Checklist
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-
23
- After every write operation, confirm the effect by re-reading state:
24
-
25
- - After `setOrgPreferences_1`, `write-org-preference`: call `verify-is-org-preference-enabled` (`GET /headless/invoke/platform/setup/setup-metadata/is-org-preference-enabled`)
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-
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
- | `isOrgPreferenceEnabled_wire_3` | read | — | `checkPreference` | — |
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- | `setOrgPreferences_1` | write | — | `updatePreference` | `isOrgPreferenceEnabled_wire_3` |
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- | `write-org-preference` | write | — | `PATCH /headless/invoke/platform/setup/setup-metadata/set-org-preference` | `isOrgPreferenceEnabled_wire_3`, `setOrgPreferences_1` |
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- | `verify-is-org-preference-enabled` | verify | — | `GET /headless/invoke/platform/setup/setup-metadata/is-org-preference-enabled` | `setOrgPreferences_1`, `write-org-preference` |
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-
40
- ### Read operations
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-
42
- #### `isOrgPreferenceEnabled_wire_3`
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-
44
- Batch-read both Automotive org preferences (`DealerEssentialsForAutomotiveEnabled`, `IndustriesAutomotiveSchedulerEnabled`) via SetupMetadata `isOrgPreferenceEnabled`. Returns `Map<String, Boolean>` keyed by api-name. Requires View Setup.
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-
46
- **Call:** `checkPreference`
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-
48
- **Output:** `Map<String, Boolean>` keyed by each requested org-preference api-name; value is the current enabled state under the SetupMetadata permission frame. Unknown api-names are silently omitted from the result map.
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-
50
- ### Write operations
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-
52
- #### `setOrgPreferences_1`
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-
54
- Write `DealerEssentialsForAutomotiveEnabled` via SetupMetadata `setOrgPreference` (PATCH; void return). Body shape `{orgPreferences: {DealerEssentialsForAutomotiveEnabled: <bool>}}`. Endpoint accepts multiple prefs in one call. Requires View Setup.
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-
56
- **Call:** `updatePreference`
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-
58
- **Depends on:** `isOrgPreferenceEnabled_wire_3`
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-
60
- #### `write-org-preference`
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-
62
- Write `IndustriesAutomotiveSchedulerEnabled` via SetupMetadata `setOrgPreference` (PATCH; void). Body `{orgPreferences: {IndustriesAutomotiveSchedulerEnabled: <bool>}}`. Requires View Setup. No server-side master/subordinate gating.
63
-
64
- **Call:** `PATCH /headless/invoke/platform/setup/setup-metadata/set-org-preference`
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-
66
- **Depends on:** `isOrgPreferenceEnabled_wire_3`, `setOrgPreferences_1`
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-
68
- ### Verify operations
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-
70
- #### `verify-is-org-preference-enabled`
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-
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- Read-back via SetupMetadata `isOrgPreferenceEnabled` to confirm the preceding writes took effect. Same endpoint as page-load read; one call covers both prefs.
73
-
74
- **Call:** `GET /headless/invoke/platform/setup/setup-metadata/is-org-preference-enabled`
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-
76
- **Depends on:** `setOrgPreferences_1`, `write-org-preference`
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-
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- **Output:** `Map<String, Boolean>` confirming each pref's persisted state matches the value just written.
@@ -1,373 +0,0 @@
1
- ---
2
- name: automotive-cloud-ground-agent-data-pipelines-configure
3
- description: "Ground the Automotive Sales Concierge agent's search infrastructure — clone DPE definitions, configure Criteria-Based Search & Filter (CBSF), and activate the search pages. This is \"Act 2\" of the Automotive Sales Concierge steel thread, running after Act 1 (Create & Activate the Agent). Act 2 is a THIN DELEGATOR that owns only the domain-specific DATA (which DPE templates, which searchable objects, which fields) and delegates ALL mechanics to three reusable skills: (1) mfg-spartans/dpe-clone-activate for DPE clone+activate, (2) mfg-knights/CriteriaBasedSearchAndFilter for CBSF config authoring, (3) mfg-knights/activate-flexipage-via-action-override for CBSF page placement. TRIGGER when the user wants to \"ground the automotive agent's search\", \"set up CBSF for the sales concierge\", \"clone and activate the Automotive Sales Concierge DPEs and configure search\", or otherwise asks to stand up the search infrastructure the agent depends on. DO NOT TRIGGER when the user wants to enable org preferences or assign permission sets (Act 0), create or activate the agent (Act 1), or create business data."
4
- metadata:
5
- version: "1.0"
6
- ---
7
-
8
- # Ground the Agent's Search Infrastructure (Act 2)
9
-
10
- Stand up the complete **search grounding** the **Automotive Sales Concierge** agent needs — DPE
11
- definitions cloned + activated, CBSF search configurations authored + activated, and CBSF pages
12
- deployed on the searchable objects — directly in a live org, **headlessly and API-first**.
13
-
14
- This is **Act 2 — "Ground the Agent's Data Pipelines"** of the Automotive Sales Concierge steel
15
- thread. It runs **after Act 1** (Create & Activate the Agent) in the orchestrator's fixed run order.
16
-
17
- **Act 2 is a thin delegator, by design.** It owns the domain-specific DATA for the Sales Concierge
18
- (which DPE templates, which searchable objects, which fields to index/display, which app to place
19
- pages in) and delegates ALL mechanics to three reusable skills. It performs **no** clone, **no**
20
- activation, **no** FLS deploy, **no** user creation, **no** CBSF config authoring, and **no**
21
- FlexiPage deployment itself.
22
-
23
- ---
24
-
25
- ## The three delegates (fixed execution order)
26
-
27
- | # | Delegate skill | What it does | Act 2's data input |
28
- |---|---|---|---|
29
- | 1 | `mfg-spartans/dpe-clone-activate` | Clone + activate DPE definitions; create Integration User; deploy FLS | DPE template names (`dpeTemplates` in constants.json) |
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- | 2 | `mfg-knights/CriteriaBasedSearchAndFilter` | Enable CBSF pref + PSL/permset; create SearchCriteriaConfiguration + mappings + SearchableObjDataSyncInfo; activate config | Per-object field mappings, config shape, DPE clone ID (`cbsfConfigs` in constants.json) |
31
- | 3 | `mfg-knights/activate-flexipage-via-action-override` | Deploy RecordPage FlexiPage with CBSF component; activate via app-scoped actionOverride | sobjectType, flexiPageDevName, searchConfigs, appDeveloperName (`cbsfConfigs` + `flexipageConfig` in constants.json) |
32
-
33
- **Data flows between delegates:**
34
- - Delegate 1 produces `BatchCalcJobDefinition` Ids (9N1) per template → Act 2 links each to the
35
- matching `cbsfConfig` entry via `dpeTemplateLink` → passed as `DataSyncJobId` to Delegate 2.
36
- - Delegate 2 produces `SearchCriteriaConfiguration.DeveloperName` per object → passed as
37
- `searchConfigs` design attribute to Delegate 3.
38
-
39
- ---
40
-
41
- ## What Act 2 owns vs. what it delegates
42
-
43
- | Concern | Owner | Act 2's role |
44
- |---|---|---|
45
- | **Which** DPE templates + **which** searchable objects + **which** fields | **Act 2** (`constants.json`) | Owns the data; assembles working-sets |
46
- | DPE clone, activation, FLS, Integration User | `mfg-spartans/dpe-clone-activate` | Delegates; never re-implements |
47
- | CBSF pref enable, PSL/permset assign, config authoring, mappings, sync-info, config activation | `mfg-knights/CriteriaBasedSearchAndFilter` | Delegates; never re-implements |
48
- | FlexiPage deploy + app-scoped actionOverride activation | `mfg-knights/activate-flexipage-via-action-override` | Delegates; never re-implements |
49
- | Data Pipelines PSLs + DPE org preferences | **Act 0** | Never enables here; flags gaps for Act 0 |
50
-
51
- > **The "NOT ours" rules for Act 2 — non-negotiable:**
52
- > 1. **Never touch the Analytics Cloud Integration User** — the DPE delegate creates it.
53
- > 2. **Never contain FLS logic** — the DPE delegate's job.
54
- > 3. **Never enable PSLs or org preferences** — Act 0's job (CBSF PSL/permset are owned by the
55
- > CBSF delegate, not Act 0 — but Act 2 still never assigns them directly).
56
- > 4. **Never author CBSF config inline** — the CBSF delegate owns all config mechanics.
57
- > 5. **Never deploy FlexiPages inline** — the flexipage delegate owns deploy + activation.
58
-
59
- ---
60
-
61
- ## Prerequisites (NOT satisfied by Act 2)
62
-
63
- 1. **Act 0 + Act 1 completed** (positional dependency via the orchestrator).
64
- 2. **Data Pipelines PSLs + DPE feature licensed** — established by Act 0.
65
- 3. **Analytics Cloud Integration User** — created by the DPE delegate (fully in its scope).
66
- 4. **DPE templates exist on the org** — shipped by the Automotive Cloud package.
67
- 5. **CBSF PSL available on the org** — the CBSF delegate checks and assigns it; if the org lacks
68
- the license entirely, Act 2 flags it as an Act 0 gap.
69
-
70
- ---
71
-
72
- ## Required Inputs
73
-
74
- From the orchestrator's shared runtime context:
75
- - **`<apiVersion>`** — the org's max API version.
76
- - **`<userId>`** — the authenticated admin user (receives CBSF PSL/permset).
77
-
78
- All domain data (templates, objects, fields, app name) lives in [`constants.json`](constants.json).
79
-
80
- ---
81
-
82
- ## Workflow — delegate in sequence, relay between delegates
83
-
84
- ### Step 1. Confirm shared runtime (inherited)
85
-
86
- Use `<apiVersion>` / `<userId>` from the orchestrator. If invoked standalone, resolve via
87
- `GET /services/data/` and identity endpoint.
88
-
89
- ### Step 1.5. MANDATORY HARD GATE — Person Account enablement (user action required)
90
-
91
- > **⚠️ THIS IS A MANDATORY HARD GATE — CANNOT BE SKIPPED, CANNOT BE BYPASSED.**
92
- > Execution MUST NOT continue past this point if Person Accounts are not enabled.
93
- > Do NOT offer to skip. Do NOT attempt DPE delegation without this check passing.
94
- > Do NOT proceed under any circumstance until the check passes or the user explicitly confirms enablement.
95
- > DPE clone WILL FAIL on Person Account-backed records without this.
96
-
97
- Before delegating to the DPE skill, verify whether **Person Accounts** are enabled in the org.
98
- Person Accounts are a prerequisite for the Automotive Sales Concierge DPE definitions (they index
99
- Person Account-backed records).
100
-
101
- **Check:** `GET /services/data/v<apiVersion>/sobjects/Account/describe` — in the `fields` array,
102
- look for a field with `"name": "IsPersonAccount"` (primary indicator). If `IsPersonAccount` is
103
- present, Person Accounts are enabled. Secondary confirmation: `PersonContactId` field presence.
104
- Do NOT rely on `isPersonType` — it is not a valid field name.
105
-
106
- **If Person Accounts are NOT enabled:**
107
- - **HALT IMMEDIATELY** with a clear message:
108
- > "Person Accounts must be enabled in this org before DPE definitions can be cloned and activated.
109
- > Please enable Person Accounts in Setup → Account Settings → check 'Enable Person Accounts'
110
- > (this requires reading and accepting Terms & Conditions and cannot be done via API).
111
- > Confirm here once done to resume."
112
- - **STOP HERE. Do not proceed. Do not offer to skip. Do not attempt any DPE delegation.**
113
- - **Wait** for the user to explicitly confirm they have enabled Person Accounts.
114
- - **Resume** only after user confirmation.
115
-
116
- **If Person Accounts ARE already enabled:** proceed directly to Step 2.
117
-
118
- ### Step 2. Delegate DPE clone + activate
119
-
120
- Assemble the DPE working-set from `constants.json.dpeTemplates` and invoke
121
- `mfg-spartans/dpe-clone-activate`. Follow that skill's contract exactly.
122
-
123
- **Input to delegate:** (template names from `constants.json.dpeTemplates` — include the managed-package namespace prefix)
124
- ```jsonc
125
- [
126
- { "templateName": "industries_automotive__UpdateDealerProductSearchableFieldForAutomotive", "cloneName": "Clone_UpdateDealerProductSearchableFieldForAutomotive", "verified": false },
127
- { "templateName": "industries_automotive__UpdateDealerVehicleDefinitionSearchableField", "cloneName": "Clone_UpdateDealerVehicleDefinitionSearchableField", "verified": false },
128
- { "templateName": "industries_automotive__UpdateVehicledefinitionSearchableField", "cloneName": "Clone_UpdateVehicledefinitionSearchableField", "verified": false }
129
- ]
130
- ```
131
-
132
- **On success:** capture the `BatchCalcJobDefinition` Id (9N1) per template. Map each to its
133
- `feedsCbsfObject` via `dpeTemplateLink` in `cbsfConfigs`.
134
-
135
- **On halt:** relay verbatim and STOP. Do not proceed to CBSF config.
136
-
137
- **On timeout / transient failure:** If the DPE delegate reports a timeout (e.g., Tooling API GET
138
- or POST timeout, blob fetch timeout, or any transient HTTP 5xx / socket timeout), **retry the
139
- entire DPE delegation up to 5 times** with the same inputs. Only HALT after 5 consecutive
140
- failures. Log each retry attempt number.
141
-
142
- ### Step 3. Delegate CBSF configuration (per searchable object)
143
-
144
- **Do not author CBSF config families inline.** Enabling the CBSF preference + PSL and creating
145
- the `SearchableObjDataSyncInfo`, `SearchCriteriaConfiguration`, and mappings (search-field
146
- mappings, result-column mappings, sync registration, activation flip) is a shared, domain-agnostic
147
- mechanism owned by the canonical CBSF skill. That skill is generic — it hardcodes **no** searchable
148
- object, columns, or action, and it owns CBSF licensing/preference enablement itself (so it is NOT
149
- assigned in prior steps). Delegate to it rather than re-implementing the Metadata/Tooling/REST
150
- calls here.
151
-
152
- For each entry in `constants.json.cbsfConfigs`, invoke `mfg-knights/CriteriaBasedSearchAndFilter`.
153
- The entries are structured to match the delegate's input contract directly — pass them as-is.
154
-
155
- **Per-object defaults (from `constants.json.cbsfConfigs`):**
156
-
157
- ```yaml
158
- # --- VehDefSearchableField ---
159
- searchableObject: VehDefSearchableField
160
- filterColumns: # search-by fields
161
- - BodyType # TEXT — vehicle body style
162
- - DoorCount # NUMBER — door count
163
- - FuelSource # TEXT — fuel type
164
- - ListPrice # CURRENCY — MSRP
165
- - MakeName # TEXT — manufacturer brand
166
- - ModelName # TEXT — model name
167
- - ModelYear # TEXT — model year
168
- - ProductId # REFERENCE — linked Product2
169
- - TopSpeed # NUMBER — max speed
170
- - VehicleDefinitionName # TEXT — definition display name
171
- - VehicleDefinitionId # REFERENCE — definition record
172
- - TrimType # TEXT — trim level
173
- - TransmissionSystem # TEXT — transmission type
174
- outputColumns: # result projection
175
- - BodyType
176
- - DoorCount
177
- - FuelSource
178
- - Id
179
- - MakeName
180
- - ModelName
181
- - ModelYear
182
- - Name
183
- - ProductId
184
- - TransmissionSystem
185
- - TopSpeed
186
- - TrimType
187
- - VariantName
188
- - VehicleDefinitionId
189
- - VehicleDefinitionName
190
- criteriaConfigShape:
191
- DeveloperName: VehicleDefSearch
192
- MasterLabel: Vehicle Definition Search
193
-
194
- # --- DealerProdtSearchableField ---
195
- searchableObject: DealerProdtSearchableField
196
- filterColumns: # search-by fields
197
- - BusinessBrandName # TEXT — brand name
198
- - DealerName # TEXT — dealer name
199
- - DealerPhone # PHONE — dealer phone
200
- - Industry # TEXT — industry segment
201
- - MakeName # TEXT — manufacturer brand
202
- - ManufacturerName # TEXT — manufacturer
203
- - ManufacturerPartNumber # TEXT — part number
204
- - ModelName # TEXT — model name
205
- - ModelYear # TEXT — model year
206
- - ProductCategoryCode # TEXT — category code
207
- - ProductCode # TEXT — product code
208
- - ProductFamily # TEXT — product family
209
- - ProductId # REFERENCE — linked Product2
210
- - ProductName # TEXT — product display name
211
- - RegionName # TEXT — region
212
- - ServiceTerritoryName # TEXT — territory name
213
- - TrimType # TEXT — trim level
214
- - UniversalProductCode # TEXT — UPC
215
- - DealerAccountId # REFERENCE — dealer Account
216
- - SellerProductId # REFERENCE — seller product
217
- outputColumns: # result projection
218
- - ProductName
219
- - ServiceTerritoryName
220
- - DealerLocation
221
- - DealerName
222
- - DealerAccountId
223
- - MakeName
224
- - ManufacturerName
225
- - ModelName
226
- - ModelYear
227
- - ProductFamily
228
- - ProductId
229
- - ServiceTerritoryId
230
- - TrimType
231
- - SellerProductId
232
- criteriaConfigShape:
233
- DeveloperName: DealerSearchForProduct
234
- MasterLabel: Dealer Search For Product
235
-
236
- # --- DealerVehDefSearchableField ---
237
- searchableObject: DealerVehDefSearchableField
238
- filterColumns: # search-by fields
239
- - MakeName # TEXT — manufacturer brand
240
- - ModelName # TEXT — model name
241
- - SellerRole # TEXT — seller role
242
- - ServiceTerritoryName # TEXT — territory name
243
- - ServiceTerritoryId # REFERENCE — territory record
244
- - TestDriveVehicleDefinition # TEXT — test-drive eligible
245
- - VehicleServiceType # TEXT — service type
246
- - ProductName # TEXT — product display name
247
- - ProductId # REFERENCE — linked Product2
248
- outputColumns: # result projection
249
- - DealerLocation
250
- - DealerName
251
- - Name
252
- - ServiceTerritoryId
253
- - ServiceTerritoryName
254
- - TestDriveVehicleDefinition
255
- - VehicleDefinitionId
256
- criteriaConfigShape:
257
- DeveloperName: DealerSearch
258
- MasterLabel: Dealer Search
259
- distanceCriteria: # geo-proximity (only this object)
260
- options: ["20"]
261
- unit: miles
262
- referenceFieldApiName: ServiceTerritoryAddress
263
- mapEnabled: false
264
- sortByDistance: false
265
- ```
266
-
267
- **Inputs passed to the delegate (per searchable object):**
268
-
269
- ```yaml
270
- # --- REQUIRED ---
271
- searchableObject: <cbsfConfigs[].searchableObject> # passed ONCE; the CBSF delegate threads
272
- # it into config.SearchableObject + each save-* call
273
- filterColumns: <cbsfConfigs[].filterColumns> # STRING LIST → SelectedSearchFields
274
- outputColumns: <cbsfConfigs[].outputColumns> # STRING LIST → SelectedResultColumns
275
- criteriaConfigShape: <cbsfConfigs[].criteriaConfigShape> # DeveloperName + MasterLabel only.
276
- # Do NOT pass FilterType or ResultDisplayFormat —
277
- # both optional + controller-derived.
278
- DataSyncJobId: <9N1 Id from Step 2, matched via dpeTemplateLink>
279
- dataSyncInfo: <cbsfConfigs[].dataSyncInfo> # developerName + masterLabel for
280
- # SearchableObjDataSyncInfo registration
281
- # --- OPTIONAL ---
282
- distanceCriteria: <cbsfConfigs[].distanceCriteria if present>
283
- ```
284
-
285
- **On success per object:** capture the `SearchCriteriaConfiguration.DeveloperName` (same as
286
- `criteriaConfigShape.DeveloperName` — used as `searchConfigs` in Step 4).
287
-
288
- **On halt:** relay verbatim and STOP.
289
-
290
- ### Step 4. Delegate FlexiPage deploy + activation (per searchable object)
291
-
292
- For each entry in `constants.json.cbsfConfigs`, invoke
293
- `mfg-knights/activate-flexipage-via-action-override` with:
294
-
295
- | Field | Source |
296
- |---|---|
297
- | `sobjectType` | `cbsfConfigs[].searchableObject` |
298
- | `flexiPageDevName` | `cbsfConfigs[].flexiPageDevName` |
299
- | `searchConfigs` | `cbsfConfigs[].criteriaConfigShape.DeveloperName` (from Step 3 output) |
300
- | `appDeveloperName` | `flexipageConfig.appDeveloperName` = `Automotive` |
301
-
302
- The delegate deploys a RecordPage FlexiPage hosting the CBSF component
303
- (`industries_common:criteriaBasedSearchAndFilter`) and activates it as the View page for that
304
- object inside the Automotive app (app-scoped actionOverride).
305
-
306
- **On success:** capture FlexiPage Id + activation confirmation.
307
-
308
- **On halt:** relay verbatim and STOP.
309
-
310
- ### Step 5. Relay consolidated verdict
311
-
312
- Report the consolidated end state:
313
- - Per DPE template: cloneName, 9N1 Id, active status
314
- - Per searchable object: SearchCriteriaConfiguration created + activated, FlexiPage deployed + activated
315
- - Any gaps flagged for Act 0
316
-
317
- ---
318
-
319
- ## Output Expectations
320
-
321
- Report, in order:
322
- 1. **DPE results** — per-template: resolved cloneName, 9N1 Id, 0ma Id, active status.
323
- 2. **CBSF config results** — per-object: SearchCriteriaConfiguration DeveloperName, activated status,
324
- SearchableObjDataSyncInfo registered.
325
- 3. **FlexiPage results** — per-object: FlexiPage DeveloperName, deployed, activated in Automotive app.
326
- 4. **Gaps flagged** — any missing PSL/org-pref surfaced by any delegate, with Act 0 recommendation.
327
- 5. **Consolidated state** — all 3 DPEs active + all 3 CBSF configs active + all 3 pages deployed?
328
- 6. **Next step** — if complete, hand back to orchestrator. If halted, exact action needed.
329
-
330
- ---
331
-
332
- ## Rules / Constraints
333
-
334
- | Constraint | Rationale |
335
- |---|---|
336
- | Delegate, don't duplicate | All mechanics live in the three delegate skills. Act 2 sequences and relays. |
337
- | Never touch the Analytics Cloud Integration User | DPE delegate creates it. Act 2 never checks or creates. |
338
- | No FLS logic in Act 2 | DPE delegate's job. |
339
- | Never enable PSLs / org preferences directly | CBSF PSL is the CBSF delegate's. Data Pipelines PSLs are Act 0's. Act 2 never assigns. |
340
- | Never author CBSF config inline | CBSF delegate owns all save-*/activate-* mechanics. |
341
- | Never deploy FlexiPages inline | Flexipage delegate owns Tooling POST + actionOverride PATCH. |
342
- | Generic verdict relay | Propagate every outcome with message + action. No special-casing. |
343
- | `dispatch` only (enforced by delegates) | No `sf` CLI, no browser. Hosted-MCP customers have no shell. |
344
- | No hardcoded org IDs, tokens, or API version | Portable across orgs. |
345
- | Sequential delegation with data threading | DPE → CBSF → FlexiPage. Each step's output feeds the next. Halt on any failure. |
346
-
347
- ---
348
-
349
- ## Cross-Skill Integration
350
-
351
- | Need | Belongs to |
352
- |---|---|
353
- | Clone + activate DPE definitions | `mfg-spartans/dpe-clone-activate` (delegate 1) |
354
- | CBSF config: prefs, PSL, search configs, mappings, sync-info | `mfg-knights/CriteriaBasedSearchAndFilter` (delegate 2) |
355
- | CBSF FlexiPage deploy + app-scoped activation | `mfg-knights/activate-flexipage-via-action-override` (delegate 3) |
356
- | Enable org preferences + assign Data Pipelines PSLs | Act 0 — `enable-automotive-sales-concierge-foundation` |
357
- | Create or activate the agent | Act 1 — `create-automotive-sales-concierge-agent` |
358
- | Create the Analytics Cloud Integration User | `mfg-spartans/dpe-clone-activate` (delegate 1 — fully in its scope) |
359
-
360
- <!-- skill-validate: ignore-start -->
361
- <!-- codey:operations start -->
362
- ## Operations Reference
363
-
364
- Operations this skill uses — routing and dependency reference.
365
-
366
- | Operation | Purpose | Status | Call | Depends on |
367
- |-----------|---------|--------|------|------------|
368
- | `delegate-dpe-clone-activate` | delegate | — | → `mfg-spartans/dpe-clone-activate` | — |
369
- | `delegate-cbsf-config` | delegate | — | → `mfg-knights/CriteriaBasedSearchAndFilter` | `delegate-dpe-clone-activate` |
370
- | `delegate-flexipage-activate` | delegate | — | → `mfg-knights/activate-flexipage-via-action-override` | `delegate-cbsf-config` |
371
- | `check-person-accounts-enabled` | verify | — | `GET /services/data/v<apiVersion>/sobjects/Account/describe` | — |
372
- <!-- codey:operations end -->
373
- <!-- skill-validate: ignore-end -->