@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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@@ -1,418 +0,0 @@
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- ---
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- name: crm-analytics-custom-report-type-lightning-configure
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- description: "Use this skill when users want to manage Custom Report Types (CRT) on the Lightning Setup page. Trigger when users mention custom, report, type, lightning, custom report type lightning."
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- metadata:
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- version: "1.0"
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- accessCheck: "(AnalyticsReporting.userCanManageCustomReportTypesLEX) || (AnalyticsReporting.userCanViewCustomReportTypesLEX)"
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- ---
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-
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- # Managing Custom Report Type Lightning
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-
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- ## When to Use This Skill
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-
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- Manage Custom Report Types (CRT) on the Lightning Setup page. Discovery: list reportable primary objects, walk to child objects via join, list reportable fields per object. Create/update flow: validate apiName+label uniqueness, save the CRT envelope (developerName, masterLabel, category, joined objects with joinType + foreignKeyField), then save the layout (sections + selected columns). Lookups: apiName↔crtId. Read flow: describe the CRT (objects, joins, layoutSections), load the layout, list recent reports built on it. Delete flow: check managed-package state first, then delete. Feature gates: EinsteinGPT-CRT generation availability, managed-package install state. Read steps for objects, CRT details, and layout substitute to /analytics/connect/report-types/* Connect APIs (same team, same AnalyticsDirectRest backend); create/update/delete and managed-package guards remain on the Aura controller because the Connect surface lacks SUPPRESS_DEFAULT_LAYOUT, full-envelope updates, and the managed-deletion guard.
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-
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- ## Workflow
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-
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- Discovery: get-primary-object-list → optionally get-child-object-list(parentApiName) → get-fields-for-object(objectNameOrId, crtObjectId). Create: validate-unique-crt(API_NAME, MASTER_LABEL) → save-new-crt(crtMetadata, SUPPRESS_DEFAULT_LAYOUT) → save-layout(reportType, layoutMetadata) → verify-save-new-crt. Update: get-crt-details(reportType) → update-crt(crtMetadata, reportType) → verify-update-crt. Delete: check-managed-deletion(reportType) → delete-crt(reportType). Lookups: get-crt-id-from-api-name / get-crt-api-name-from-id. Feature/state gates (call before mutation): is-egpt-crt-generation-enabled, is-crt-manage-state-installed. Recent usage: load-recent-reports-using-report-type(reportType, isCurrentUser, pageSize, offset). UX pref: disable-onboarding-modal.
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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 AnalyticsReporting ManageCustomReportTypesLEX access (check: `Manage Custom Report Types`)
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- - User must have AnalyticsReporting ViewCustomReportTypesLEX access (check: `View Custom Report Types permission`)
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-
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- **Destructive operations — require explicit user confirmation:**
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-
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- - **`delete-crt`** — Delete a CRT by 15/18-char id. AURA-IS-CANONICAL — no public
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- alternative exists. analytics-platform-connect-api ships no
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- deleteReportType operation. MetadataCrud on /headless/metadata
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- returns UNSUPPORTED_OPERATION on DELETE for CustomReportType.
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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 `save-new-crt`: call `verify-save-new-crt` (`GET /analytics/connect/report-types/{reportType}`)
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- - After `update-crt`: call `verify-update-crt` (`GET /analytics/connect/report-types/{reportType}`)
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- - After `save-layout`: call `verify-save-layout` (`GET /analytics/connect/report-types/{reportType}`)
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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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- | `disable-onboarding-modal` | write | implemented | `PATCH /headless/invoke/platform/custom-report-type-lightning/disable-onboarding-modal` | — |
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- | `get-child-object-list` | read | implemented | `GET /analytics/connect/report-types/objects/{parentApiName}/child-relationships` | `get-primary-object-list` |
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- | `get-fields-for-object` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/get-fields-for-object` | — |
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- | `get-primary-object-list` | read | implemented | `GET /analytics/connect/report-types/objects` | — |
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- | `get-crt-details` | read | implemented | `GET /analytics/connect/report-types/{reportType}` | — |
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- | `save-new-crt` | write | implemented | `PATCH /headless/invoke/platform/custom-report-type-lightning/save-new-crt` | `get-primary-object-list`, `get-crt-categories`, `validate-unique-crt` |
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- | `get-crt-id-from-api-name` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/get-crt-id-from-api-name` | — |
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- | `get-crt-api-name-from-id` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/get-crt-api-name-from-id` | — |
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- | `update-crt` | write | implemented | `PATCH /headless/invoke/platform/custom-report-type-lightning/update-crt` | `get-crt-details` |
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- | `validate-unique-crt` | write | implemented | `PATCH /headless/invoke/platform/custom-report-type-lightning/validate-unique-crt` | — |
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- | `delete-crt` | delete | implemented | `DELETE /headless/invoke/platform/custom-report-type-lightning/delete-crt` | `check-managed-deletion` |
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- | `get-crt-categories` | read | implemented | `GET /analytics/connect/report-types/categories` | — |
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- | `get-default-list-view` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/get-default-list-view` | — |
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- | `save-layout` | write | implemented | `POST /analytics/connect/report-types/{reportType}/layout` | `save-new-crt`, `load-crt-layout` |
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- | `load-crt-layout` | read | implemented | `GET /analytics/connect/report-types/{reportType}/layout` | — |
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- | `load-recent-reports-using-report-type` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/load-recent-reports-using-report-type` | — |
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- | `is-egpt-crt-generation-enabled` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/is-egptcrtgeneration-enabled` | — |
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- | `is-crt-manage-state-installed` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/is-crtmanage-state-installed` | — |
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- | `check-managed-deletion` | read | implemented | `GET /headless/invoke/platform/custom-report-type-lightning/check-managed-deletion` | — |
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- | `verify-save-new-crt` | verify | implemented | `GET /analytics/connect/report-types/{reportType}` | `save-new-crt` |
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- | `verify-update-crt` | verify | implemented | `GET /analytics/connect/report-types/{reportType}` | `update-crt` |
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- | `verify-save-layout` | verify | implemented | `GET /analytics/connect/report-types/{reportType}` | `save-layout` |
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- | `get-crt-object-details` | read | implemented | `GET /analytics/connect/report-types/objects/{objectApiName}` | `get-primary-object-list` |
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-
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- ### Dependency graph
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-
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- ```mermaid
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- graph TD
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- disable_onboarding_modal["disable-onboarding-modal (write)"]
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- get_child_object_list["get-child-object-list (read)"]
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- get_fields_for_object["get-fields-for-object (read)"]
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- get_primary_object_list["get-primary-object-list (read)"]
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- get_crt_details["get-crt-details (read)"]
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- save_new_crt["save-new-crt (write)"]
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- get_crt_id_from_api_name["get-crt-id-from-api-name (read)"]
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- get_crt_api_name_from_id["get-crt-api-name-from-id (read)"]
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- update_crt["update-crt (write)"]
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- validate_unique_crt["validate-unique-crt (write)"]
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- delete_crt["delete-crt (delete)"]
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- get_crt_categories["get-crt-categories (read)"]
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- get_default_list_view["get-default-list-view (read)"]
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- save_layout["save-layout (write)"]
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- load_crt_layout["load-crt-layout (read)"]
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- load_recent_reports_using_report_type["load-recent-reports-using-report-type (read)"]
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- is_egpt_crt_generation_enabled["is-egpt-crt-generation-enabled (read)"]
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- is_crt_manage_state_installed["is-crt-manage-state-installed (read)"]
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- check_managed_deletion["check-managed-deletion (read)"]
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- verify_save_new_crt["verify-save-new-crt (verify)"]
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- verify_update_crt["verify-update-crt (verify)"]
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- verify_save_layout["verify-save-layout (verify)"]
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- get_crt_object_details["get-crt-object-details (read)"]
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- get_primary_object_list --> get_child_object_list
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- get_primary_object_list --> save_new_crt
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- get_crt_categories --> save_new_crt
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- validate_unique_crt --> save_new_crt
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- get_crt_details --> update_crt
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- check_managed_deletion --> delete_crt
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- save_new_crt --> save_layout
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- load_crt_layout --> save_layout
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- save_new_crt --> verify_save_new_crt
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- update_crt --> verify_update_crt
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- save_layout --> verify_save_layout
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- get_primary_object_list --> get_crt_object_details
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- ```
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-
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- ### Read operations
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-
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- #### `get-child-object-list`
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-
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- List CRT-joinable child objects for a parent object. Returns the
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- CRT-eligible subset via Connect getCRTChildObjects. Each entry
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- carries crtObjectName, entityApiName, foreignKeyField,
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- relationshipLabel, and relationshipName. Substituted from Aura
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- controller to Connect API — same backend, public surface.
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-
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- **Call:** `GET /analytics/connect/report-types/objects/{parentApiName}/child-relationships` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `parentApiName` *(`String`)*
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-
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- **Depends on:** `get-primary-object-list`
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-
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- **Output:** CRTChildObjectsOutputRepresentation: { childObjects: array<{
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- crtObjectName, entityApiName, foreignKeyField, relationshipLabel,
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- relationshipName }> }. Each entry is a CRT-eligible join target
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- the agent can use in save-new-crt's crtMetadata.objects[] array.
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-
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- #### `get-fields-for-object`
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-
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- List reportable fields for objectNameOrId scoped to an existing CRT object identified by crtObjectId (suppresses fields already pulled in via the join). Use this in the layout-design flow, not pre-create. No public alternative — sObject describe returns every field with no CRT-context filtering.
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-
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/get-fields-for-object` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `objectNameOrId` *(`String`)*
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- - `crtObjectId` *(`String`)*
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-
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- #### `get-primary-object-list`
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-
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- List reportable primary objects available as the root of a Custom Report Type. Returns each reportable object's apiName + label. Substituted to Connect /analytics/connect/report-types/objects (same team, same AnalyticsDirectRestUtil backend).
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-
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- **Call:** `GET /analytics/connect/report-types/objects` — status: `implemented`
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-
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- **Output:** ReportableObjectsOutputRepresentation: { objects: array<{ apiName, label, joinType-eligibility }> }. Each entry is a candidate primary object the agent can pass into save-new-crt as the CRT root.
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-
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- #### `get-crt-details`
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-
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- Describe one CRT by apiName. Returns ReportTypeCRTDetailOutputRepresentation: apiName, crtId, label, category, isDeployed, objects[], layoutSections[], audit fields. Substituted to Connect describeReportType.
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-
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- **Call:** `GET /analytics/connect/report-types/{reportType}` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `reportType` *(`String`)*
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-
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- **Output:** ReportTypeDescribeOutputRepresentation: { reportTypeMetadata.apiCustomReportTypeDetail: { apiName, crtId, label, category, isDeployed, objects[].{crtObjectName, joinType, foreignKeyField, label}, layoutSections[].{sectionLabel, sectionId, columns[]}, createdBy, modifiedBy, lastUsedDate }, reportMetadata.reportType.{type, label} }.
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-
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- #### `get-crt-id-from-api-name`
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- Look up the CRT record id given its apiName (developerName). Pure utility; returns String. No public Connect/Tooling/Metadata alternative scoped to CRT — Tooling SOQL on CustomReportType works but adds friction without canonical-surface gain.
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/get-crt-id-from-api-name` — status: `implemented`
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- **Inputs:**
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- - `apiName` *(`String`)*
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-
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- #### `get-crt-api-name-from-id`
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- Look up the CRT apiName (developerName) given its record id. Inverse of get-crt-id-from-api-name. Returns String. AURA-IS-CANONICAL — pure utility lookup.
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/get-crt-api-name-from-id` — status: `implemented`
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- **Inputs:**
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-
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- - `crtId` *(`String`)*
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-
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- #### `get-crt-categories`
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- Return the system-defined CRT category enum used to bucket report
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- types in the picker. Returns all categories with apiName + label via
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- Connect getCRTCategories. Substituted from Aura controller — same
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- backend, public surface.
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- **Call:** `GET /analytics/connect/report-types/categories` — status: `implemented`
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-
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- **Output:** CRTCategoriesOutputRepresentation: { categories: array<{ apiName,
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- label }> }. Each entry is a valid value for save-new-crt's
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- crtMetadata.category field.
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-
202
- #### `get-default-list-view`
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- Return the list-view id used by default on the CRT Setup landing page. Returns String. AURA-IS-CANONICAL — Setup-page-specific default LV; no public endpoint replicates the scoping.
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/get-default-list-view` — status: `implemented`
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-
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- #### `load-crt-layout`
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- Load the persisted layout for the CRT identified by reportType. Uses
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- the dedicated getReportTypeLayout endpoint which returns sections[]
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- directly (no nested walk needed). Each section has sectionLabel,
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- sectionId, and columns[] with full column metadata.
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-
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- **Call:** `GET /analytics/connect/report-types/{reportType}/layout` — status: `implemented`
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- **Inputs:**
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- - `reportType` *(`String`)*
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-
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- **Output:** ReportTypeLayoutOutputRepresentation: { sections: array<{
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- sectionLabel, sectionId, columns: array<{ columnApiName,
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- columnLabel, columnNameOrId, crtColumnId, crtObjectId,
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- crtObjectName, defaultSelected, displayAsLabel, isAddedViaLookup,
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- isLookup, lookupObjectLabel?, lookupObjectNameOrId?,
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- sourceObjectLabel, type }> }> }.
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-
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- #### `load-recent-reports-using-report-type`
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- List recent reports built on the CRT identified by reportType. isCurrentUser=true scopes to the caller's recents; pageSize+offset paginate. Returns reports with name, id, last-run-by-user. AURA-IS-CANONICAL — generic Reports REST list lacks the recent-by-current-user scoping.
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/load-recent-reports-using-report-type` — status: `implemented`
233
-
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- **Inputs:**
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-
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- - `reportType` *(`String`)*
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- - `isCurrentUser` *(`boolean`)*
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- - `pageSize` *(`int`)*
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- - `offset` *(`int`)*
240
-
241
- #### `is-egpt-crt-generation-enabled`
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- Check whether EinsteinGPT-based Custom Report Type generation is enabled for this org. Returns boolean. Call this gate before offering AI-assisted CRT creation in the agent UI. AURA-IS-CANONICAL — per-org feature gate with no public endpoint.
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-
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/is-egptcrtgeneration-enabled` — status: `implemented`
246
-
247
- #### `is-crt-manage-state-installed`
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- Check whether the CRT identified by reportType belongs to a managed package and is in installed managed state. Returns boolean. Call before update-crt or delete-crt to surface package-mediated edit blocks. AURA-IS-CANONICAL — multi-table managed-package join with no single public endpoint.
250
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/is-crtmanage-state-installed` — status: `implemented`
252
-
253
- **Inputs:**
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-
255
- - `reportType` *(`String`)*
256
-
257
- #### `check-managed-deletion`
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- Inspect blocking metadata before deleting the CRT identified by reportType. Returns Map with subscriber-package usage + dependent-reports info; non-empty fields indicate the delete is blocked. AURA-IS-CANONICAL — domain control.
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-
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- **Call:** `GET /headless/invoke/platform/custom-report-type-lightning/check-managed-deletion` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `reportType` *(`String`)*
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-
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- #### `get-crt-object-details`
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-
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- Retrieve reportable fields for a specific primary object before or
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- after CRT creation. Returns all CRT-eligible fields with
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- columnApiName, columnLabel, type, isLookup, and lookup metadata.
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- Use in the discovery flow after get-primary-object-list to inspect
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- a chosen object's field surface before committing to save-new-crt.
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-
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- **Call:** `GET /analytics/connect/report-types/objects/{objectApiName}` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `objectApiName` *(`String`)* — API name of the primary object (from get-primary-object-list).
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- - **Source:** output of `get-primary-object-list`
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-
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- **Depends on:** `get-primary-object-list`
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-
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- **Output:** CRTReportableObjectsOutputRepresentation: { crtObjectName,
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- entityApiName, isDataCloudObject, fields: array<{ columnApiName,
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- columnLabel, columnNameOrId, isLookup, lookupObjectLabel?,
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- lookupObjectNameOrId?, type }> }.
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-
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- ### Write operations
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-
291
- #### `disable-onboarding-modal`
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-
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- Toggle off the per-user CRT onboarding modal so it stops appearing on subsequent visits to the CRT Setup page. No public Connect/Tooling/Metadata/sObject alternative; the preference is owned by this controller.
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-
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- **Call:** `PATCH /headless/invoke/platform/custom-report-type-lightning/disable-onboarding-modal` — status: `implemented`
296
-
297
- #### `save-new-crt`
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-
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- Create a new Custom Report Type with primary + joined objects and
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- layout in one call. AURA-IS-CANONICAL — no public Connect / Metadata
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- / Tooling alternative covers this capability without a fidelity
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- loss. Connect createReportType lacks the SUPPRESS_DEFAULT_LAYOUT
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- control the UI relies on; MetadataCrud on /headless/metadata returns
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- UNSUPPORTED_OPERATION for CustomReportType.
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-
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- **Call:** `PATCH /headless/invoke/platform/custom-report-type-lightning/save-new-crt` — status: `implemented`
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-
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- **Inputs:**
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-
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- - `crtMetadata` *(`String`)* — Value for the crt metadata field.
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- - `SUPPRESS_DEFAULT_LAYOUT` *(`boolean`)* — Toggle the suppres defaul layout preference on or off.
312
-
313
- **Depends on:** `get-primary-object-list`, `get-crt-categories`, `validate-unique-crt`
314
-
315
- #### `update-crt`
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-
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- Update an existing CRT — structural changes to objects, joins, or
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- top-level metadata. AURA-IS-CANONICAL — no public alternative
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- covers structural update. Connect updateReportType is scoped to
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- top-level metadata only (label, category, isDeployed) and cannot
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- mutate objects[] or joins[]. MetadataCrud returns
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- UNSUPPORTED_OPERATION for CustomReportType.
323
-
324
- **Call:** `PATCH /headless/invoke/platform/custom-report-type-lightning/update-crt` — status: `implemented`
325
-
326
- **Inputs:**
327
-
328
- - `crtMetadata` *(`String`)* — Value for the crt metadata field.
329
- - `reportType` *(`String`)* — Value for the report type field.
330
-
331
- **Depends on:** `get-crt-details`
332
-
333
- #### `validate-unique-crt`
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-
335
- Check whether a proposed developer name / label collides with an
336
- existing CRT. AURA-IS-CANONICAL — no public alternative. Not a
337
- metadata operation and not present in Connect. Call before
338
- save-new-crt to give the admin a fast pre-flight error.
339
-
340
- **Call:** `PATCH /headless/invoke/platform/custom-report-type-lightning/validate-unique-crt` — status: `implemented`
341
-
342
- **Inputs:**
343
-
344
- - `API_NAME` *(`String`)* — Value for the ap name field.
345
- - `MASTER_LABEL` *(`String`)* — Value for the maste label field.
346
-
347
- #### `save-layout`
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-
349
- Persist CRT layout (sections + chosen columns) for the CRT identified by reportType. Substituted to Connect saveReportTypeLayout — body is the typed ReportTypeLayoutInputRepresentation.
350
-
351
- **Call:** `POST /analytics/connect/report-types/{reportType}/layout` — status: `implemented`
352
-
353
- **Inputs:**
354
-
355
- - `reportType` *(`String`)* — Value for the report type field.
356
- - `layoutMetadata` *(`String`)* — Value for the layout metadata field.
357
-
358
- **Depends on:** `save-new-crt`, `load-crt-layout`
359
-
360
- ### Verify operations
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-
362
- #### `verify-save-new-crt`
363
-
364
- Read back the newly-created CRT via describeReportType to confirm save-new-crt persisted: response carries the apiName, label, category, objects[], layoutSections[] just written.
365
-
366
- **Call:** `GET /analytics/connect/report-types/{reportType}` — status: `implemented`
367
-
368
- **Inputs:**
369
-
370
- - `reportType` *(`String`)* — apiName of the newly-created CRT (from save-new-crt's developerName).
371
- - **Source:** output of `save-new-crt`
372
-
373
- **Depends on:** `save-new-crt`
374
-
375
- #### `verify-update-crt`
376
-
377
- Read back the updated CRT via describeReportType to confirm update-crt persisted: compare returned objects[] / category / label against the crtMetadata payload.
378
-
379
- **Call:** `GET /analytics/connect/report-types/{reportType}` — status: `implemented`
380
-
381
- **Inputs:**
382
-
383
- - `reportType` *(`String`)* — apiName of the updated CRT.
384
-
385
- **Depends on:** `update-crt`
386
-
387
- #### `verify-save-layout`
388
-
389
- Read back the CRT layout via describeReportType.reportTypeMetadata.apiCustomReportTypeDetail.layoutSections[] to confirm save-layout persisted; compare against the layoutSections submitted.
390
-
391
- **Call:** `GET /analytics/connect/report-types/{reportType}` — status: `implemented`
392
-
393
- **Inputs:**
394
-
395
- - `reportType` *(`String`)* — apiName of the CRT whose layout was just saved.
396
-
397
- **Depends on:** `save-layout`
398
-
399
- ### Destructive operations
400
-
401
- #### `delete-crt`
402
-
403
- Delete a CRT by 15/18-char id. AURA-IS-CANONICAL — no public
404
- alternative exists. analytics-platform-connect-api ships no
405
- deleteReportType operation. MetadataCrud on /headless/metadata
406
- returns UNSUPPORTED_OPERATION on DELETE for CustomReportType.
407
-
408
- **Call:** `DELETE /headless/invoke/platform/custom-report-type-lightning/delete-crt` — status: `implemented`
409
-
410
- **Inputs:**
411
-
412
- - `reportType` *(`String`)*
413
-
414
- **Depends on:** `check-managed-deletion`
415
-
416
- ## Notes
417
-
418
- - **wire_probe_findings:** {'run_date': '2026-08-26', 'org_alias': 'myskillurl', 'connect_surface_verified': [{'path': 'GET /analytics/connect/report-types/objects', 'status': 200}, {'path': 'GET /analytics/connect/report-types/objects/{objectApiName}', 'status': 200}, {'path': 'GET /analytics/connect/report-types/objects/{objectApiName}/child-relationships', 'status': 200}, {'path': 'GET /analytics/connect/report-types/categories', 'status': 200}, {'path': 'GET /analytics/connect/report-types/{reportType}', 'status': 200}, {'path': 'GET /analytics/connect/report-types/{reportType}/layout', 'status': 200}], 'metadata_surface_elimination': {'routing_status': 'routed', 'routing_notes': '/headless/metadata IS mounted on myskillurl. Requests for a\nsupported metadata type (PermissionSet) return normal\nnot-found responses; requests for CustomReportType return\nsemantic UNSUPPORTED_OPERATION errors from the MetadataCrud\nlayer. Routing is green; the entity is not in the exposed set.', 'probes': [{'verb': 'GET', 'query': 'type=CustomReportType&fullName=screen_flows_prebuilt_crt__c', 'result': '400 UNSUPPORTED_OPERATION "MetadataCrud does not support READ on type: CustomReportType"'}, {'verb': 'DELETE', 'query': 'type=CustomReportType&fullName=probeonly__c', 'result': '400 UNSUPPORTED_OPERATION "MetadataCrud does not support DELETE on type: CustomReportType"'}, {'verb': 'POST', 'body': '{type:CustomReportType,fullName:...,label:...,category:other,baseObject:Account,deployed:false}', 'result': '400 INVALID_INPUT "Request body is required" (endpoint-wide write-body issue; same 400 for PermissionSet; unrelated to type)'}], 'swat_precedence_disposition': 'Tier 1 (Metadata CRUD) ELIMINATED — entity not in exposed set.\nTier 2 (Metadata API) ELIMINATED — same routing surface.\nTier 3 (Connect API) PARTIAL — reads/verify covered; no delete/validate;\n writes lack SUPPRESS_DEFAULT_LAYOUT + structural update.\nTier 4 (Tooling/sObject) ELIMINATED — CustomReportType not a Tooling sObject.\nTier 5 (Aura) canonical for save-new-crt, update-crt, delete-crt,\n validate-unique-crt + UI helper steps.'}, 'aura_canonical_confirmed': [{'step': 'save-new-crt', 'reason': 'Connect createReportType lacks SUPPRESS_DEFAULT_LAYOUT; Metadata UNSUPPORTED_OPERATION'}, {'step': 'update-crt', 'reason': 'Connect updateReportType edits only top-level metadata (label, category, isDeployed), not objects or joins; Metadata UNSUPPORTED_OPERATION'}, {'step': 'delete-crt', 'reason': 'No Connect deleteReportType endpoint; Metadata DELETE UNSUPPORTED_OPERATION'}, {'step': 'validate-unique-crt', 'reason': 'No Connect validation endpoint; not a metadata operation'}], 'factory_gaps_observed': [{'kind': 'missing_connect_api', 'symptom': 'analytics-platform-connect-api ships no deleteReportType operation'}, {'kind': 'missing_connect_api', 'symptom': 'analytics-platform-connect-api ships no validateUniqueCrt operation'}, {'kind': 'missing_connect_api', 'symptom': 'Connect updateReportType is top-level metadata only; cannot mutate objects[] or joins[]'}, {'kind': 'missing_connect_api', 'symptom': 'Connect createReportType lacks a SUPPRESS_DEFAULT_LAYOUT control'}]}