@salesforce/afv-skills 1.7.5 → 1.9.0

package/skills/generating-mermaid-diagrams/assets/datamodel/files-erd.md

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+# Salesforce Files Data Model Template
+
+Pre-built data model for Salesforce Files (Content) using `flowchart LR` format with color coding and relationship indicators.
+
+## Objects Included
+
+| Object | Type | Description |
+|--------|------|-------------|
+| ContentDocument | STD | File container |
+| ContentVersion | STD | File versions |
+| ContentDocumentLink | STD | Links files to records |
+| ContentWorkspace | STD | Content libraries |
+| ContentWorkspaceDoc | STD | Library membership |
+| ContentFolder | STD | Folder structure |
+| ContentAsset | STD | Asset files |
+
+---
+
+## Query Org Metadata (Recommended)
+
+Enrich diagram with live org data:
+
+```bash
+python3 ~/.claude/skills/generating-mermaid-diagrams/scripts/query-org-metadata.py \
+    --objects ContentDocument,ContentVersion,ContentDocumentLink,ContentWorkspace \
+    --target-org myorg
+```
+
+---
+
+## Mermaid Template (Preferred)
+
+Left-to-right flowchart with color coding.
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% ═══════════════════════════════════════════════════════════════
+    %% SALESFORCE FILES DATA MODEL
+    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
+    %% Colors: Blue = Standard, Orange = Custom, Green = External
+    %% ═══════════════════════════════════════════════════════════════
+
+    %% Core Content Objects
+    ContentDoc["ContentDocument<br/>(count)"]
+    ContentVer["ContentVersion<br/>(count)"]
+    CDLink["ContentDocumentLink<br/>(count)"]
+
+    %% Library Objects
+    Library["ContentWorkspace<br/>(count)"]
+    LibDoc["ContentWorkspaceDoc<br/>(count)"]
+    Folder["ContentFolder<br/>(count)"]
+
+    %% Asset
+    Asset["ContentAsset<br/>(count)"]
+
+    %% Any Salesforce Record
+    Record["Any Record<br/>(Account, Case, etc.)"]
+
+    %% Content Structure
+    ContentDoc ==>|"MD"| ContentVer
+    ContentDoc -->|"LK"| CDLink
+    Record -->|"LinkedEntityId"| CDLink
+
+    %% Library Structure
+    Library ==>|"MD"| LibDoc
+    ContentDoc -->|"LK"| LibDoc
+    Library ==>|"MD"| Folder
+
+    %% Asset
+    ContentDoc -->|"LK"| Asset
+
+    %% Standard Objects - Sky Blue
+    style ContentDoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ContentVer fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style CDLink fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Library fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style LibDoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Folder fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Asset fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Record fill:#ddd6fe,stroke:#6d28d9,color:#1f2937
+```
+
+---
+
+## Key Concepts
+
+### Content Architecture
+```
+ContentDocument (Container)
+    ├── ContentVersion (Current + History)
+    ├── ContentDocumentLink (Sharing to Records)
+    └── ContentWorkspaceDoc (Library Membership)
+```
+
+### ContentDocument vs ContentVersion
+| Object | Purpose |
+|--------|---------|
+| ContentDocument | File metadata container (one per file) |
+| ContentVersion | Actual file data + versions |
+
+**Key**: Always query ContentVersion for file data. ContentDocument is just the container.
+
+### ContentDocumentLink (CDL)
+- Links ContentDocument to **any Salesforce record**
+- `LinkedEntityId` is polymorphic (Account, Case, User, etc.)
+- Controls visibility/sharing
+
+| ShareType | Visibility |
+|-----------|------------|
+| V | Viewer |
+| C | Collaborator |
+| I | Inferred |
+
+### File Visibility
+| Visibility | Access |
+|------------|--------|
+| AllUsers | All internal users |
+| InternalUsers | Users with record access |
+| SharedUsers | Explicitly shared users |
+
+---
+
+## Simplified Version (Core Objects Only)
+
+For presentations focusing on core file structure:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    ContentDoc["ContentDocument"]
+    ContentVer["ContentVersion"]
+    CDLink["ContentDocumentLink"]
+    Record["Any Record"]
+
+    ContentDoc ==>|"MD"| ContentVer
+    ContentDoc -->|"LK"| CDLink
+    Record -->|"LinkedEntityId"| CDLink
+
+    style ContentDoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ContentVer fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style CDLink fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Record fill:#ddd6fe,stroke:#6d28d9,color:#1f2937
+```
+
+---
+
+## Content Libraries Model
+
+For file library organization:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Library["ContentWorkspace<br/>(Library)"]
+    LibDoc["ContentWorkspaceDoc"]
+    Folder["ContentFolder"]
+    ContentDoc["ContentDocument"]
+    Member["ContentWorkspaceMember"]
+    User["User"]
+
+    Library ==>|"MD"| LibDoc
+    Library ==>|"MD"| Folder
+    Library ==>|"MD"| Member
+    ContentDoc -->|"LK"| LibDoc
+    User -->|"LK"| Member
+
+    style Library fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style LibDoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Folder fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ContentDoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Member fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## ASCII Fallback
+
+```
+┌─────────────────────────────────────────────────────────────────────────────┐
+│  SALESFORCE FILES DATA MODEL (L→R)                                           │
+│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
+└─────────────────────────────────────────────────────────────────────────────┘
+
+                              FILE STRUCTURE
+┌──────────────────┐         ┌──────────────────┐
+│ CONTENT_DOCUMENT │═══ MD ═>│ CONTENT_VERSION  │
+│     (count)      │         │    (count)       │
+└────────┬─────────┘         └──────────────────┘
+         │
+         │ LK
+         ▼
+┌──────────────────────┐         ┌──────────────────┐
+│CONTENT_DOCUMENT_LINK │<── LK ──│    ANY RECORD    │
+│      (count)         │         │ (Account, Case)  │
+└──────────────────────┘         └──────────────────┘
+
+                           LIBRARY STRUCTURE
+┌──────────────────┐         ┌──────────────────────┐
+│ CONTENT_WORKSPACE│═══ MD ═>│CONTENT_WORKSPACE_DOC │
+│    (Library)     │         │      (count)         │
+└────────┬─────────┘         └──────────┬───────────┘
+         │                              │
+         │ MD                           │ LK
+         ▼                              ▼
+┌──────────────────┐         ┌──────────────────────┐
+│  CONTENT_FOLDER  │         │   CONTENT_DOCUMENT   │
+│     (count)      │         │      (count)         │
+└──────────────────┘         └──────────────────────┘
+```
+
+---
+
+## Key Relationships Summary
+
+| Parent | Child | Type | Behavior |
+|--------|-------|------|----------|
+| ContentDocument | ContentVersion | MD | Cascade delete |
+| ContentDocument | ContentDocumentLink | LK | Sharing links |
+| ContentWorkspace | ContentWorkspaceDoc | MD | Library files |
+| ContentWorkspace | ContentFolder | MD | Library folders |
+| ContentWorkspace | ContentWorkspaceMember | MD | Library members |
+| ContentDocument | ContentWorkspaceDoc | LK | File in library |
+| ContentDocument | ContentAsset | LK | Asset reference |
+
+---
+
+## Limits & Considerations
+
+| Limit | Value |
+|-------|-------|
+| File size | 2 GB (max) |
+| Versions per file | 20 (default, configurable) |
+| Libraries per org | Varies by edition |
+| CDL per file | No hard limit (LDV) |
+| Files storage | Org storage limit |
+
+---
+
+## Common Queries
+
+### Files attached to a record
+```sql
+SELECT ContentDocumentId, ContentDocument.Title
+FROM ContentDocumentLink
+WHERE LinkedEntityId = '001xxx'
+```
+
+### Latest version of a file
+```sql
+SELECT Id, Title, VersionData
+FROM ContentVersion
+WHERE ContentDocumentId = '069xxx'
+AND IsLatest = true
+```
+
+---
+
+## Best Practices
+
+1. **Use `flowchart LR`** - Left-to-right flow for readability
+2. **Keep objects simple** - Name + record count only
+3. **Replace `(count)` placeholders** - With actual counts from query
+4. **Add LDV indicator** - For objects >2M records: `LDV[~4M]`
+5. **Color code object types** - Blue=Standard, Orange=Custom, Green=External

package/skills/generating-mermaid-diagrams/assets/datamodel/forecasting-erd.md

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+# Forecasting Data Model Template
+
+Pre-built data model for Salesforce Collaborative Forecasts using `flowchart LR` format with color coding and relationship indicators.
+
+## Objects Included
+
+| Object | Type | Description |
+|--------|------|-------------|
+| ForecastingType | STD | Forecast configuration |
+| ForecastingItem | STD | Individual forecasts |
+| ForecastingQuota | STD | User quotas |
+| ForecastingAdjustment | STD | Manager adjustments |
+| Opportunity | STD | Source opportunities |
+| OpportunitySplit | STD | Revenue splits |
+| User | STD | Forecast owners |
+
+---
+
+## Query Org Metadata (Recommended)
+
+Enrich diagram with live org data:
+
+```bash
+python3 ~/.claude/skills/generating-mermaid-diagrams/scripts/query-org-metadata.py \
+    --objects ForecastingItem,ForecastingQuota,Opportunity,OpportunitySplit \
+    --target-org myorg
+```
+
+---
+
+## Mermaid Template (Preferred)
+
+Left-to-right flowchart with color coding.
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% ═══════════════════════════════════════════════════════════════
+    %% COLLABORATIVE FORECASTS DATA MODEL
+    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
+    %% Colors: Blue = Standard, Orange = Custom, Green = External
+    %% ═══════════════════════════════════════════════════════════════
+
+    %% Forecast Configuration
+    FType["ForecastingType<br/>(count)"]
+
+    %% Forecast Data
+    FItem["ForecastingItem<br/>(count)"]
+    FQuota["ForecastingQuota<br/>(count)"]
+    FAdjust["ForecastingAdjustment<br/>(count)"]
+
+    %% Source Objects
+    Opportunity["Opportunity<br/>(count)"]
+    OppSplit["OpportunitySplit<br/>(count)"]
+
+    %% Users
+    User["User<br/>(count)"]
+
+    %% Period
+    Period["Period<br/>(count)"]
+
+    %% Forecast Type Configuration
+    FType -->|"LK"| FItem
+    FType -->|"LK"| FQuota
+
+    %% Forecast Items
+    User -->|"LK"| FItem
+    Period -->|"LK"| FItem
+    Opportunity -->|"LK"| FItem
+
+    %% Quotas
+    User -->|"LK"| FQuota
+    Period -->|"LK"| FQuota
+
+    %% Adjustments
+    FItem -->|"LK"| FAdjust
+    User -->|"adjusts"| FAdjust
+
+    %% Opportunity Splits
+    Opportunity ==>|"MD"| OppSplit
+    User -->|"LK"| OppSplit
+
+    %% Standard Objects - Sky Blue
+    style FType fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style FItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style FQuota fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style FAdjust fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style OppSplit fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Period fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Key Concepts
+
+### Forecasting Types
+| Type | Source Field | Description |
+|------|--------------|-------------|
+| **Opportunity Revenue** | Amount | Standard opportunity forecasting |
+| **Opportunity Quantity** | Quantity | Unit-based forecasting |
+| **Product Family** | Product2.Family | By product category |
+| **Opportunity Splits** | Split Amount | Team selling |
+| **Custom Measure** | Custom field | Custom currency/number |
+
+### Forecast Categories
+| Category | Stage Mapping |
+|----------|---------------|
+| Pipeline | Early stages |
+| Best Case | High probability |
+| Commit | Committed deals |
+| Closed | Won deals |
+| Omitted | Excluded from forecast |
+
+### Forecast Rollup Hierarchy
+```
+CEO
+ └── VP Sales
+      ├── Regional Manager 1
+      │    ├── Sales Rep A
+      │    └── Sales Rep B
+      └── Regional Manager 2
+           └── Sales Rep C
+```
+
+Forecasts roll up through **Role Hierarchy** or **Forecast Hierarchy**.
+
+---
+
+## Simplified Version (Core Objects Only)
+
+For presentations focusing on core forecast flow:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    User["User"]
+    Opportunity["Opportunity"]
+    FItem["ForecastingItem"]
+    FQuota["ForecastingQuota"]
+
+    User -->|"owns"| Opportunity
+    Opportunity -->|"contributes"| FItem
+    User -->|"has"| FQuota
+    User -->|"owns"| FItem
+
+    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style FItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style FQuota fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Opportunity Splits Model
+
+For team selling with revenue splits:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Opportunity["Opportunity<br/>($100K)"]
+    Split1["OpportunitySplit<br/>(Rep A: 60%)"]
+    Split2["OpportunitySplit<br/>(Rep B: 40%)"]
+    FItem1["ForecastingItem<br/>(Rep A: $60K)"]
+    FItem2["ForecastingItem<br/>(Rep B: $40K)"]
+
+    Opportunity ==>|"MD"| Split1
+    Opportunity ==>|"MD"| Split2
+    Split1 -->|"contributes"| FItem1
+    Split2 -->|"contributes"| FItem2
+
+    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Split1 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Split2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style FItem1 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style FItem2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## ASCII Fallback
+
+```
+┌─────────────────────────────────────────────────────────────────────────────┐
+│  COLLABORATIVE FORECASTS DATA MODEL (L→R)                                    │
+│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
+└─────────────────────────────────────────────────────────────────────────────┘
+
+┌──────────────────┐
+│ FORECASTING_TYPE │─────── LK ──────┬──────────────────────────────────┐
+│     (count)      │                 │                                  │
+└──────────────────┘                 ▼                                  ▼
+                          ┌──────────────────┐              ┌──────────────────┐
+                          │ FORECASTING_ITEM │              │FORECASTING_QUOTA │
+                          │     (count)      │              │     (count)      │
+                          └────────┬─────────┘              └────────┬─────────┘
+                                   │                                 │
+                                   │ LK                              │ LK
+                                   ▼                                 ▼
+┌──────────────┐         ┌──────────────────┐              ┌──────────────────┐
+│ OPPORTUNITY  │── LK ──>│                  │              │      USER        │
+│   (count)    │         │                  │<──── LK ─────│     (count)      │
+└──────┬───────┘         └──────────────────┘              └──────────────────┘
+       │
+       │ MD
+       ▼
+┌──────────────────┐
+│ OPPORTUNITY_SPLIT│
+│     (count)      │
+└──────────────────┘
+```
+
+---
+
+## Key Relationships Summary
+
+| Parent | Child | Type | Behavior |
+|--------|-------|------|----------|
+| ForecastingType | ForecastingItem | LK | Type configuration |
+| ForecastingType | ForecastingQuota | LK | Type configuration |
+| User | ForecastingItem | LK | Forecast owner |
+| User | ForecastingQuota | LK | Quota owner |
+| Period | ForecastingItem | LK | Time period |
+| Period | ForecastingQuota | LK | Time period |
+| Opportunity | ForecastingItem | LK | Source opportunity |
+| Opportunity | OpportunitySplit | MD | Cascade delete |
+| User | OpportunitySplit | LK | Split owner |
+
+---
+
+## Limits & Considerations
+
+| Limit | Value |
+|-------|-------|
+| Forecasting types | 4 (standard) + 4 (custom) |
+| Forecast hierarchy levels | Role hierarchy depth |
+| Splits per opportunity | Unlimited |
+| Quota periods | Fiscal periods |
+| Adjustment history | 12 months |
+
+---
+
+## Forecast Hierarchy vs Role Hierarchy
+
+| Option | Use Case |
+|--------|----------|
+| **Role Hierarchy** | Forecasts follow org chart |
+| **Forecast Hierarchy** | Custom forecast rollup path |
+| **Territory Hierarchy** | Territory-based forecasting |
+
+---
+
+## Best Practices
+
+1. **Use `flowchart LR`** - Left-to-right flow for readability
+2. **Keep objects simple** - Name + record count only
+3. **Replace `(count)` placeholders** - With actual counts from query
+4. **Add LDV indicator** - For objects >2M records: `LDV[~4M]`
+5. **Color code object types** - Blue=Standard, Orange=Custom, Green=External