@salesforce/afv-skills 1.8.0 → 1.9.0

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 (488) hide show
  1. package/package.json +1 -1
  2. package/skills/activating-datacloud/CREDITS.md +5 -0
  3. package/skills/activating-datacloud/README.md +39 -0
  4. package/skills/activating-datacloud/SKILL.md +118 -0
  5. package/skills/analyzing-omnistudio-dependencies/CREDITS.md +5 -0
  6. package/skills/analyzing-omnistudio-dependencies/SKILL.md +477 -0
  7. package/skills/analyzing-omnistudio-dependencies/references/dependency-patterns.md +508 -0
  8. package/skills/analyzing-omnistudio-dependencies/references/namespace-guide.md +300 -0
  9. package/skills/building-omnistudio-callable-apex/CREDITS.md +9 -0
  10. package/skills/building-omnistudio-callable-apex/README.md +80 -0
  11. package/skills/building-omnistudio-callable-apex/SKILL.md +276 -0
  12. package/skills/building-omnistudio-callable-apex/assets/pattern_callable_openinterface.cls +40 -0
  13. package/skills/building-omnistudio-callable-apex/assets/pattern_callable_vanilla.cls +32 -0
  14. package/skills/building-omnistudio-callable-apex/assets/pattern_migration.cls +54 -0
  15. package/skills/building-omnistudio-callable-apex/assets/pattern_openinterface.cls +45 -0
  16. package/skills/building-omnistudio-callable-apex/assets/pattern_test_class.cls +65 -0
  17. package/skills/building-omnistudio-callable-apex/examples/Test_QuoteByProductCallable/IndustriesCallableException.cls +7 -0
  18. package/skills/building-omnistudio-callable-apex/examples/Test_QuoteByProductCallable/Industries_QuoteByProductCallable.cls +115 -0
  19. package/skills/building-omnistudio-callable-apex/examples/Test_QuoteByProductCallable/Industries_QuoteByProductCallableTest.cls +189 -0
  20. package/skills/building-omnistudio-callable-apex/examples/Test_QuoteByProductCallable/TRANSCRIPT.md +115 -0
  21. package/skills/building-omnistudio-callable-apex/examples/Test_VlocityOpenInterface2Conversion/IndustriesCallableException.cls +7 -0
  22. package/skills/building-omnistudio-callable-apex/examples/Test_VlocityOpenInterface2Conversion/MyCustomCallable.cls +74 -0
  23. package/skills/building-omnistudio-callable-apex/examples/Test_VlocityOpenInterface2Conversion/MyCustomCallableTest.cls +146 -0
  24. package/skills/building-omnistudio-callable-apex/examples/Test_VlocityOpenInterface2Conversion/MyCustomRemoteClass.cls +16 -0
  25. package/skills/building-omnistudio-callable-apex/examples/Test_VlocityOpenInterface2Conversion/TRANSCRIPT.md +120 -0
  26. package/skills/building-omnistudio-callable-apex/examples/Test_VlocityOpenInterfaceConversion/IndustriesCallableException.cls +7 -0
  27. package/skills/building-omnistudio-callable-apex/examples/Test_VlocityOpenInterfaceConversion/MyCustomCallable.cls +73 -0
  28. package/skills/building-omnistudio-callable-apex/examples/Test_VlocityOpenInterfaceConversion/MyCustomCallableTest.cls +128 -0
  29. package/skills/building-omnistudio-callable-apex/examples/Test_VlocityOpenInterfaceConversion/MyCustomVlocityOpenInterface2.cls +23 -0
  30. package/skills/building-omnistudio-callable-apex/examples/Test_VlocityOpenInterfaceConversion/TRANSCRIPT.md +75 -0
  31. package/skills/building-omnistudio-datamapper/CREDITS.md +5 -0
  32. package/skills/building-omnistudio-datamapper/SKILL.md +270 -0
  33. package/skills/building-omnistudio-datamapper/assets/completion-summary-template.md +28 -0
  34. package/skills/building-omnistudio-datamapper/assets/omni-data-transform-extract.json +6 -0
  35. package/skills/building-omnistudio-datamapper/assets/omni-data-transform-item.json +12 -0
  36. package/skills/building-omnistudio-datamapper/assets/omni-data-transform-load.json +6 -0
  37. package/skills/building-omnistudio-datamapper/assets/omni-data-transform-transform.json +6 -0
  38. package/skills/building-omnistudio-datamapper/references/best-practices.md +277 -0
  39. package/skills/building-omnistudio-datamapper/references/naming-conventions.md +145 -0
  40. package/skills/building-omnistudio-flexcard/CREDITS.md +5 -0
  41. package/skills/building-omnistudio-flexcard/SKILL.md +325 -0
  42. package/skills/building-omnistudio-flexcard/assets/omni-ui-card.json +10 -0
  43. package/skills/building-omnistudio-flexcard/references/best-practices.md +291 -0
  44. package/skills/building-omnistudio-flexcard/references/data-binding-guide.md +311 -0
  45. package/skills/building-omnistudio-flexcard/references/scoring-rubric.md +66 -0
  46. package/skills/building-omnistudio-flexcard/scripts/flexcard-commands.sh +24 -0
  47. package/skills/building-omnistudio-integration-procedure/CREDITS.md +5 -0
  48. package/skills/building-omnistudio-integration-procedure/SKILL.md +275 -0
  49. package/skills/building-omnistudio-integration-procedure/assets/omni-process-element-dr-extract.json +10 -0
  50. package/skills/building-omnistudio-integration-procedure/assets/omni-process-element-set-values.json +10 -0
  51. package/skills/building-omnistudio-integration-procedure/assets/omni-process-ip.json +12 -0
  52. package/skills/building-omnistudio-integration-procedure/assets/scoring-report-format.txt +14 -0
  53. package/skills/building-omnistudio-integration-procedure/references/best-practices.md +388 -0
  54. package/skills/building-omnistudio-integration-procedure/references/element-types.md +588 -0
  55. package/skills/building-omnistudio-integration-procedure/scripts/cli-commands.sh +18 -0
  56. package/skills/building-omnistudio-omniscript/CREDITS.md +5 -0
  57. package/skills/building-omnistudio-omniscript/SKILL.md +367 -0
  58. package/skills/building-omnistudio-omniscript/assets/omni-process-element-step.json +10 -0
  59. package/skills/building-omnistudio-omniscript/assets/omni-process-element-text-block.json +11 -0
  60. package/skills/building-omnistudio-omniscript/assets/omni-process-omniscript.json +12 -0
  61. package/skills/building-omnistudio-omniscript/references/best-practices.md +480 -0
  62. package/skills/building-omnistudio-omniscript/references/element-types.md +1172 -0
  63. package/skills/building-omnistudio-omniscript/scripts/check-duplicate-omniscript.sh +13 -0
  64. package/skills/building-omnistudio-omniscript/scripts/cli-reference.sh +21 -0
  65. package/skills/building-omnistudio-omniscript/scripts/deploy-omniscript.sh +29 -0
  66. package/skills/building-sf-integrations/CREDITS.md +5 -0
  67. package/skills/building-sf-integrations/README.md +95 -0
  68. package/skills/building-sf-integrations/SKILL.md +192 -0
  69. package/skills/building-sf-integrations/assets/callouts/callout-retry-handler.cls +167 -0
  70. package/skills/building-sf-integrations/assets/callouts/http-response-handler.cls +257 -0
  71. package/skills/building-sf-integrations/assets/callouts/rest-queueable-callout.cls +262 -0
  72. package/skills/building-sf-integrations/assets/callouts/rest-sync-callout.cls +211 -0
  73. package/skills/building-sf-integrations/assets/cdc/cdc-handler.cls +246 -0
  74. package/skills/building-sf-integrations/assets/cdc/cdc-subscriber-trigger.trigger +139 -0
  75. package/skills/building-sf-integrations/assets/endpoint-security/example.cspTrustedSite-meta.xml +58 -0
  76. package/skills/building-sf-integrations/assets/endpoint-security/example.remoteSite-meta.xml +39 -0
  77. package/skills/building-sf-integrations/assets/external-credentials/jwt-external-credential.externalCredential-meta.xml +90 -0
  78. package/skills/building-sf-integrations/assets/external-credentials/oauth-external-credential.externalCredential-meta.xml +87 -0
  79. package/skills/building-sf-integrations/assets/external-services/external-service-operations.md +221 -0
  80. package/skills/building-sf-integrations/assets/external-services/openapi-registration.externalServiceRegistration-meta.xml +193 -0
  81. package/skills/building-sf-integrations/assets/named-credentials/certificate-auth.namedCredential-meta.xml +62 -0
  82. package/skills/building-sf-integrations/assets/named-credentials/custom-auth.namedCredential-meta.xml +71 -0
  83. package/skills/building-sf-integrations/assets/named-credentials/oauth-client-credentials.namedCredential-meta.xml +51 -0
  84. package/skills/building-sf-integrations/assets/named-credentials/oauth-jwt-bearer.namedCredential-meta.xml +67 -0
  85. package/skills/building-sf-integrations/assets/platform-events/event-publisher.cls +191 -0
  86. package/skills/building-sf-integrations/assets/platform-events/event-subscriber-action.cls +295 -0
  87. package/skills/building-sf-integrations/assets/platform-events/event-subscriber-trigger.trigger +108 -0
  88. package/skills/building-sf-integrations/assets/platform-events/platform-event-definition.object-meta.xml +124 -0
  89. package/skills/building-sf-integrations/assets/soap/soap-callout-service.cls +186 -0
  90. package/skills/building-sf-integrations/assets/soap/wsdl2apex-guide.md +213 -0
  91. package/skills/building-sf-integrations/hooks/scripts/suggest_credential_setup.py +271 -0
  92. package/skills/building-sf-integrations/hooks/scripts/validate_integration.py +363 -0
  93. package/skills/building-sf-integrations/references/callout-patterns.md +719 -0
  94. package/skills/building-sf-integrations/references/cdc-guide.md +288 -0
  95. package/skills/building-sf-integrations/references/cli-reference.md +94 -0
  96. package/skills/building-sf-integrations/references/event-driven-architecture-guide.md +266 -0
  97. package/skills/building-sf-integrations/references/event-patterns.md +838 -0
  98. package/skills/building-sf-integrations/references/external-services-guide.md +303 -0
  99. package/skills/building-sf-integrations/references/messaging-api-v2.md +609 -0
  100. package/skills/building-sf-integrations/references/named-credentials-automation.md +201 -0
  101. package/skills/building-sf-integrations/references/named-credentials-guide.md +173 -0
  102. package/skills/building-sf-integrations/references/platform-events-guide.md +288 -0
  103. package/skills/building-sf-integrations/references/rest-callout-patterns.md +288 -0
  104. package/skills/building-sf-integrations/references/scoring-rubric.md +59 -0
  105. package/skills/building-sf-integrations/references/security-best-practices.md +248 -0
  106. package/skills/building-sf-integrations/scripts/README.md +100 -0
  107. package/skills/building-sf-integrations/scripts/configure-named-credential.sh +236 -0
  108. package/skills/building-sf-integrations/scripts/set-api-credential.sh +146 -0
  109. package/skills/building-sf-integrations/scripts/templates/setup-credentials-with-csp.sh +158 -0
  110. package/skills/configuring-connected-apps/CREDITS.md +3 -0
  111. package/skills/configuring-connected-apps/README.md +99 -0
  112. package/skills/configuring-connected-apps/SKILL.md +224 -0
  113. package/skills/configuring-connected-apps/assets/connected-app-basic.xml +29 -0
  114. package/skills/configuring-connected-apps/assets/connected-app-canvas.xml +62 -0
  115. package/skills/configuring-connected-apps/assets/connected-app-jwt.xml +49 -0
  116. package/skills/configuring-connected-apps/assets/connected-app-oauth.xml +65 -0
  117. package/skills/configuring-connected-apps/assets/eca-global-oauth.xml +36 -0
  118. package/skills/configuring-connected-apps/assets/eca-oauth-settings.xml +36 -0
  119. package/skills/configuring-connected-apps/assets/eca-policies.xml +36 -0
  120. package/skills/configuring-connected-apps/assets/external-client-app.xml +35 -0
  121. package/skills/configuring-connected-apps/references/example-usage.md +256 -0
  122. package/skills/configuring-connected-apps/references/migration-guide.md +328 -0
  123. package/skills/configuring-connected-apps/references/oauth-flows-reference.md +660 -0
  124. package/skills/configuring-connected-apps/references/security-checklist.md +209 -0
  125. package/skills/configuring-connected-apps/references/testing-validation-guide.md +275 -0
  126. package/skills/connecting-datacloud/CREDITS.md +5 -0
  127. package/skills/connecting-datacloud/README.md +59 -0
  128. package/skills/connecting-datacloud/SKILL.md +155 -0
  129. package/skills/connecting-datacloud/examples/connections/heroku-postgres.json +15 -0
  130. package/skills/connecting-datacloud/examples/connections/ingest-api-connection.json +5 -0
  131. package/skills/connecting-datacloud/examples/connections/ingest-api-schema.json +31 -0
  132. package/skills/connecting-datacloud/examples/connections/redshift.json +16 -0
  133. package/skills/connecting-datacloud/examples/connections/sharepoint-unstructured.json +20 -0
  134. package/skills/connecting-datacloud/examples/connections/snowflake-connection.json +42 -0
  135. package/skills/debugging-apex-logs/CREDITS.md +22 -0
  136. package/skills/debugging-apex-logs/README.md +74 -0
  137. package/skills/debugging-apex-logs/SKILL.md +172 -0
  138. package/skills/debugging-apex-logs/assets/benchmarking-template.cls +327 -0
  139. package/skills/debugging-apex-logs/assets/cpu-heap-optimization.cls +307 -0
  140. package/skills/debugging-apex-logs/assets/dml-in-loop-fix.cls +219 -0
  141. package/skills/debugging-apex-logs/assets/null-pointer-fix.cls +252 -0
  142. package/skills/debugging-apex-logs/assets/soql-in-loop-fix.cls +157 -0
  143. package/skills/debugging-apex-logs/references/analysis-playbook.md +53 -0
  144. package/skills/debugging-apex-logs/references/benchmarking-guide.md +287 -0
  145. package/skills/debugging-apex-logs/references/cli-commands.md +368 -0
  146. package/skills/debugging-apex-logs/references/common-issues.md +68 -0
  147. package/skills/debugging-apex-logs/references/debug-log-reference.md +328 -0
  148. package/skills/debugging-apex-logs/references/log-analysis-tools.md +248 -0
  149. package/skills/debugging-apex-logs/references/scoring-rubric.md +21 -0
  150. package/skills/deploying-metadata/CREDITS.md +25 -0
  151. package/skills/deploying-metadata/README.md +104 -0
  152. package/skills/deploying-metadata/SKILL.md +214 -0
  153. package/skills/deploying-metadata/assets/destructiveChanges.xml +143 -0
  154. package/skills/deploying-metadata/assets/package.xml +121 -0
  155. package/skills/deploying-metadata/references/agent-deployment-guide.md +628 -0
  156. package/skills/deploying-metadata/references/deploy.sh +73 -0
  157. package/skills/deploying-metadata/references/deployment-report-template.md +89 -0
  158. package/skills/deploying-metadata/references/deployment-workflows.md +395 -0
  159. package/skills/deploying-metadata/references/orchestration.md +183 -0
  160. package/skills/deploying-metadata/references/trigger-deployment-safety.md +376 -0
  161. package/skills/deploying-omnistudio-datapacks/CREDITS.md +5 -0
  162. package/skills/deploying-omnistudio-datapacks/README.md +88 -0
  163. package/skills/deploying-omnistudio-datapacks/SKILL.md +174 -0
  164. package/skills/deploying-omnistudio-datapacks/examples/business-internet-plus-bundle/TRANSCRIPT.md +124 -0
  165. package/skills/deploying-omnistudio-datapacks/examples/business-internet-plus-bundle/deploy-business-internet-plus-bundle.yaml +11 -0
  166. package/skills/deploying-omnistudio-datapacks/examples/business-internet-plus-bundle-deploy/TRANSCRIPT.md +142 -0
  167. package/skills/deploying-omnistudio-datapacks/examples/business-internet-plus-bundle-deploy/deploy-business-internet-plus-bundle.yaml +10 -0
  168. package/skills/deploying-omnistudio-datapacks/references/job-file-template.md +42 -0
  169. package/skills/deploying-omnistudio-datapacks/references/troubleshooting-matrix.md +24 -0
  170. package/skills/developing-agentforce/assets/metadata/http-callout-flow.flow-meta.xml +1 -1
  171. package/skills/developing-agentforce/references/actions-reference.md +8 -8
  172. package/skills/fetching-salesforce-docs/README.md +66 -0
  173. package/skills/fetching-salesforce-docs/SKILL.md +209 -0
  174. package/skills/fetching-salesforce-docs/requirements.txt +2 -0
  175. package/skills/fetching-salesforce-docs/scripts/extract_help_salesforce.py +497 -0
  176. package/skills/fetching-salesforce-docs/scripts/extract_salesforce_doc.py +357 -0
  177. package/skills/fetching-salesforce-docs/scripts/runtime_bootstrap.py +58 -0
  178. package/skills/generating-apex/CREDITS.md +1 -26
  179. package/skills/generating-apex-test/CREDITS.md +2 -27
  180. package/skills/generating-lwc-components/CREDITS.md +5 -0
  181. package/skills/generating-lwc-components/README.md +126 -0
  182. package/skills/generating-lwc-components/SKILL.md +191 -0
  183. package/skills/generating-lwc-components/assets/apex-controller/LwcController.cls +327 -0
  184. package/skills/generating-lwc-components/assets/basic-component/basicComponent.css +72 -0
  185. package/skills/generating-lwc-components/assets/basic-component/basicComponent.html +111 -0
  186. package/skills/generating-lwc-components/assets/basic-component/basicComponent.js +163 -0
  187. package/skills/generating-lwc-components/assets/basic-component/basicComponent.js-meta.xml +137 -0
  188. package/skills/generating-lwc-components/assets/datatable-component/datatableComponent.html +111 -0
  189. package/skills/generating-lwc-components/assets/datatable-component/datatableComponent.js +367 -0
  190. package/skills/generating-lwc-components/assets/flow-screen-component/flowScreenComponent.css +63 -0
  191. package/skills/generating-lwc-components/assets/flow-screen-component/flowScreenComponent.html +154 -0
  192. package/skills/generating-lwc-components/assets/flow-screen-component/flowScreenComponent.js +348 -0
  193. package/skills/generating-lwc-components/assets/flow-screen-component/flowScreenComponent.js-meta.xml +87 -0
  194. package/skills/generating-lwc-components/assets/form-component/formComponent.html +165 -0
  195. package/skills/generating-lwc-components/assets/form-component/formComponent.js +275 -0
  196. package/skills/generating-lwc-components/assets/graphql-component/graphqlComponent.html +100 -0
  197. package/skills/generating-lwc-components/assets/graphql-component/graphqlComponent.js +336 -0
  198. package/skills/generating-lwc-components/assets/jest-test/componentName.test.js.example +371 -0
  199. package/skills/generating-lwc-components/assets/message-channel/RecordSelected.messageChannel-meta.xml +71 -0
  200. package/skills/generating-lwc-components/assets/message-channel/lmsPublisher.js +103 -0
  201. package/skills/generating-lwc-components/assets/message-channel/lmsSubscriber.js +181 -0
  202. package/skills/generating-lwc-components/assets/modal-component/modalComponent.html +85 -0
  203. package/skills/generating-lwc-components/assets/modal-component/modalComponent.js +199 -0
  204. package/skills/generating-lwc-components/assets/record-picker/recordPicker.html +55 -0
  205. package/skills/generating-lwc-components/assets/record-picker/recordPicker.js +199 -0
  206. package/skills/generating-lwc-components/assets/state-store/store.js +282 -0
  207. package/skills/generating-lwc-components/assets/typescript-component/typescriptComponent.css +65 -0
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  209. package/skills/generating-lwc-components/assets/typescript-component/typescriptComponent.js-meta.xml +75 -0
  210. package/skills/generating-lwc-components/assets/typescript-component/typescriptComponent.test.ts.example +301 -0
  211. package/skills/generating-lwc-components/assets/typescript-component/typescriptComponent.ts +295 -0
  212. package/skills/generating-lwc-components/assets/workspace-api/workspaceComponent.html +71 -0
  213. package/skills/generating-lwc-components/assets/workspace-api/workspaceComponent.js +316 -0
  214. package/skills/generating-lwc-components/hooks/scripts/lwc-lsp-validate.py +295 -0
  215. package/skills/generating-lwc-components/hooks/scripts/post-tool-validate.py +347 -0
  216. package/skills/generating-lwc-components/hooks/scripts/slds_data/deprecated_patterns.json +74 -0
  217. package/skills/generating-lwc-components/hooks/scripts/slds_data/styling_hooks.json +111 -0
  218. package/skills/generating-lwc-components/hooks/scripts/slds_data/valid_slds_classes.json +127 -0
  219. package/skills/generating-lwc-components/hooks/scripts/slds_linter_wrapper.py +294 -0
  220. package/skills/generating-lwc-components/hooks/scripts/slds_rules/__init__.py +22 -0
  221. package/skills/generating-lwc-components/hooks/scripts/template_validator.py +332 -0
  222. package/skills/generating-lwc-components/hooks/scripts/validate_slds.py +595 -0
  223. package/skills/generating-lwc-components/references/accessibility-guide.md +843 -0
  224. package/skills/generating-lwc-components/references/advanced-features.md +108 -0
  225. package/skills/generating-lwc-components/references/async-notification-patterns.md +661 -0
  226. package/skills/generating-lwc-components/references/cli-commands.md +545 -0
  227. package/skills/generating-lwc-components/references/component-patterns.md +1476 -0
  228. package/skills/generating-lwc-components/references/flow-integration-guide.md +675 -0
  229. package/skills/generating-lwc-components/references/jest-testing.md +1011 -0
  230. package/skills/generating-lwc-components/references/lms-guide.md +860 -0
  231. package/skills/generating-lwc-components/references/lwc-best-practices.md +1310 -0
  232. package/skills/generating-lwc-components/references/performance-guide.md +861 -0
  233. package/skills/generating-lwc-components/references/scoring-and-testing.md +116 -0
  234. package/skills/generating-lwc-components/references/slds-blueprints.json +14389 -0
  235. package/skills/generating-lwc-components/references/slds-design-guide.md +166 -0
  236. package/skills/generating-lwc-components/references/state-management.md +642 -0
  237. package/skills/generating-lwc-components/references/template-anti-patterns.md +948 -0
  238. package/skills/generating-lwc-components/references/triangle-pattern.md +365 -0
  239. package/skills/generating-lwc-components/scripts/local-dev-preview.sh +34 -0
  240. package/skills/generating-mermaid-diagrams/CREDITS.md +46 -0
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@@ -0,0 +1,224 @@
1
+ ---
2
+ name: configuring-connected-apps
3
+ description: "Salesforce Connected Apps and External Client Apps OAuth configuration with 120-point scoring. Use this skill to configure OAuth flows, JWT bearer auth, Connected Apps, and External Client Apps in Salesforce. TRIGGER when: user configures OAuth flows, JWT bearer auth, Connected Apps, ECAs, or touches .connectedApp-meta.xml / .eca-meta.xml files. DO NOT TRIGGER when: configuring Named Credentials for callouts (use building-sf-integrations), reviewing permission policies (use deploying-metadata), or writing Apex token-handling code (use generating-apex)."
4
+ license: MIT
5
+ allowed-tools: Bash Read Write Edit Glob Grep WebFetch AskUserQuestion TodoWrite
6
+ metadata:
7
+ version: "1.1"
8
+ ---
9
+
10
+ # configuring-connected-apps: Salesforce Connected Apps & External Client Apps
11
+
12
+ Use this skill when the user needs **OAuth app configuration** in Salesforce: Connected Apps, External Client Apps (ECAs), JWT bearer setup, PKCE decisions, scope design, or migration from older Connected App patterns to newer ECA patterns.
13
+
14
+ ## Scope
15
+
16
+ **In scope:**
17
+ - `.connectedApp-meta.xml` or `.eca-meta.xml` files
18
+ - OAuth flow selection and callback / scope setup
19
+ - JWT bearer auth, device flow, client credentials, or auth-code decisions
20
+ - Connected App vs External Client App architecture choices
21
+ - Consumer key / secret / certificate handling strategy
22
+
23
+ **Out of scope — delegate elsewhere:**
24
+ - Configuring Named Credentials or runtime callouts → [building-sf-integrations](../building-sf-integrations/SKILL.md)
25
+ - Deploying metadata to orgs → [deploying-metadata](../deploying-metadata/SKILL.md)
26
+ - Writing Apex token-handling code → [generating-apex](../generating-apex/SKILL.md)
27
+
28
+ ---
29
+
30
+ ## First Decision: Connected App or External Client App
31
+
32
+ | If the need is... | Prefer |
33
+ |---|---|
34
+ | simple single-org OAuth app | Connected App |
35
+ | new development with better secret handling | External Client App |
36
+ | multi-org / packaging / stronger operational controls | External Client App |
37
+ | straightforward legacy compatibility | Connected App |
38
+
39
+ Default guidance:
40
+ - Choose **ECA** for new regulated, packageable, or automation-heavy solutions.
41
+ - Choose **Connected App** when simplicity and legacy compatibility matter more.
42
+ - Spring '26 note: creation of new Connected Apps is disabled by default in orgs. For new integrations, prefer External Client Apps unless Connected App compatibility is explicitly required.
43
+
44
+ ---
45
+
46
+ ## Required Inputs
47
+
48
+ Ask for or infer:
49
+ - App type: Connected App or ECA
50
+ - OAuth flow: auth code, PKCE, JWT bearer, device, client credentials
51
+ - Client type: confidential vs public
52
+ - Callback URLs / redirect surfaces
53
+ - Required scopes
54
+ - Distribution model: local org only vs packageable / multi-org
55
+ - Whether certificates or secret rotation are required
56
+
57
+ ---
58
+
59
+ ## Workflow
60
+
61
+ ### 1. Choose the app model
62
+ Decide whether a Connected App or ECA is the better long-term fit using the decision table above.
63
+
64
+ ### 2. Choose the OAuth flow
65
+
66
+ | Use case | Default flow |
67
+ |---|---|
68
+ | backend web app | Authorization Code |
69
+ | SPA / mobile / public client | Authorization Code + PKCE |
70
+ | server-to-server / CI/CD | JWT Bearer |
71
+ | device / CLI auth | Device Flow |
72
+ | service account style app | Client Credentials (typically ECA) |
73
+
74
+ ### 3. Start from the right template
75
+ Read the appropriate template before generating — do not build from scratch:
76
+
77
+ | Template | Use case |
78
+ |---|---|
79
+ | `assets/connected-app-basic.xml` | Simple API integration, minimal OAuth |
80
+ | `assets/connected-app-oauth.xml` | Web app with full OAuth 2.0 configuration |
81
+ | `assets/connected-app-jwt.xml` | JWT bearer / server-to-server |
82
+ | `assets/connected-app-canvas.xml` | Embedding external apps in Salesforce UI (Canvas) |
83
+ | `assets/external-client-app.xml` | ECA header file — all new ECA builds start here |
84
+ | `assets/eca-global-oauth.xml` | ECA global OAuth settings (scopes, PKCE, rotation) |
85
+ | `assets/eca-oauth-settings.xml` | ECA per-app OAuth settings |
86
+ | `assets/eca-policies.xml` | ECA configurable policies |
87
+
88
+ If you need source-controlled ECA OAuth security metadata, retrieve it from an org first and treat the retrieved file as the schema source of truth:
89
+ ```
90
+ sf project retrieve start --metadata ExtlClntAppOauthSecuritySettings:<AppName> --target-org <alias>
91
+ ```
92
+
93
+ ### 4. Apply security hardening
94
+ Read `references/security-checklist.md` for the full 120-point security checklist. Favor:
95
+ - Least-privilege scopes
96
+ - Explicit callback URLs
97
+ - PKCE for public clients
98
+ - Certificate-based auth where appropriate
99
+ - Rotation-ready secret / key handling
100
+ - IP restrictions when realistic and maintainable
101
+
102
+ ### 5. Validate deployment readiness
103
+ Read `references/testing-validation-guide.md` before handoff. Confirm:
104
+ - Metadata file naming is correct (see Gotchas below)
105
+ - Scopes are justified
106
+ - Callback and auth model match the real client type
107
+ - Secrets are not embedded in source
108
+
109
+ ### 6. Handle errors
110
+ If deployment fails, check the error output for:
111
+ - `DUPLICATE_VALUE` — a Connected App or ECA with this name already exists; rename or retrieve-then-update instead
112
+ - `INVALID_CROSS_REFERENCE_KEY` — the `externalClientApplication` name in an ECA settings file doesn't match the `.eca-meta.xml` filename exactly
113
+ - `INSUFFICIENT_ACCESS_OR_READONLY` — user lacks the "Manage Connected Apps" permission
114
+ - If any step fails, do not proceed to the next step — surface the error to the user with the specific message above
115
+
116
+ ---
117
+
118
+ ## Rules / Constraints
119
+
120
+ | Rule | Rationale |
121
+ |---|---|
122
+ | Never commit consumer secrets to source control | Credential exposure risk |
123
+ | Never use `Full` scope by default | Unnecessary privilege; request only what the app needs |
124
+ | Always use PKCE for public clients (mobile, SPA) | Prevents auth code interception |
125
+ | Never use wildcard or overly broad callback URLs | Token interception risk |
126
+ | ECA OAuth security settings must be retrieved from org before editing | File schema is not fully documented; retrieve-first ensures accuracy |
127
+ | Use `<alias>` placeholders in CLI commands, never hardcoded org URLs | Org URLs vary per environment |
128
+ | Detect actual `packageDirectory` from `sfdx-project.json` before writing files | Projects may not use the default `force-app/main/default/` layout |
129
+
130
+ ---
131
+
132
+ ## Metadata Notes That Matter
133
+
134
+ ### Connected App
135
+ Default source location (verify via `sfdx-project.json → packageDirectories`):
136
+ - `<packageDir>/connectedApps/`
137
+
138
+ ### External Client App
139
+ ECA metadata spans multiple top-level source directories. Default locations (verify via `sfdx-project.json`):
140
+
141
+ | Directory | Metadata type | File suffix |
142
+ |---|---|---|
143
+ | `<packageDir>/externalClientApps/` | `ExternalClientApplication` | `.eca-meta.xml` |
144
+ | `<packageDir>/extlClntAppGlobalOauthSets/` | `ExtlClntAppGlobalOauthSettings` | `.ecaGlblOauth-meta.xml` |
145
+ | `<packageDir>/extlClntAppOauthSettings/` | `ExtlClntAppOauthSettings` | `.ecaOauth-meta.xml` |
146
+ | `<packageDir>/extlClntAppOauthSecuritySettings/` | `ExtlClntAppOauthSecuritySettings` | `.ecaOauthSecurity-meta.xml` |
147
+ | `<packageDir>/extlClntAppOauthPolicies/` | `ExtlClntAppOauthConfigurablePolicies` | `.ecaOauthPlcy-meta.xml` |
148
+ | `<packageDir>/extlClntAppPolicies/` | `ExtlClntAppConfigurablePolicies` | `.ecaPlcy-meta.xml` |
149
+
150
+ ---
151
+
152
+ ## Gotchas
153
+
154
+ | Gotcha | Detail |
155
+ |---|---|
156
+ | `.ecaGlblOauth` not `.ecaGlobalOauth` | The global OAuth suffix is abbreviated — using the long form will break deployment |
157
+ | `.ecaPlcy` not `.ecaPolicy` | Same abbreviation pattern — the general policy suffix is short form |
158
+ | `.ecaOauthSecurity` for security settings | Use `.ecaOauthSecurity`, not `.ecaSecurity` |
159
+ | ECA OAuth security settings are retrieve-only | Cannot be created from scratch in source — always retrieve from org first |
160
+ | Spring '26: new Connected Apps disabled by default | New orgs block Connected App creation; use ECA unless explicitly required |
161
+ | Consumer key is generated post-deploy | You cannot set the consumer key in metadata — retrieve it after first deployment |
162
+
163
+ ---
164
+
165
+ ## Output Expectations
166
+
167
+ When finishing, confirm and report in this order:
168
+
169
+ 1. **App type chosen** — Connected App or External Client App
170
+ 2. **OAuth flow chosen**
171
+ 3. **Files created or updated** — list each metadata file path
172
+ 4. **Security decisions** — scopes, PKCE, certs, secrets, IP policy
173
+ 5. **Next deployment / testing step**
174
+
175
+ Suggested output shape:
176
+ ```
177
+ App: <name>
178
+ Type: Connected App | External Client App
179
+ Flow: <oauth flow>
180
+ Files: <paths>
181
+ Security: <scopes, PKCE, certs, secrets, IP policy>
182
+ Next step: <deploy, retrieve consumer key, or test auth flow>
183
+ Score: <x>/120
184
+ ```
185
+
186
+ ---
187
+
188
+ ## Cross-Skill Integration
189
+
190
+ | Need | Delegate to | Reason |
191
+ |---|---|---|
192
+ | Named Credential / callout runtime config | [building-sf-integrations](../building-sf-integrations/SKILL.md) | runtime integration setup |
193
+ | Deploy app metadata | [deploying-metadata](../deploying-metadata/SKILL.md) | org validation and deployment |
194
+ | Apex token or refresh handling | [generating-apex](../generating-apex/SKILL.md) | implementation logic |
195
+
196
+ ---
197
+
198
+ ## Score Guide
199
+
200
+ | Score | Meaning |
201
+ |---|---|
202
+ | 80+ | production-ready OAuth app config |
203
+ | 54–79 | workable but needs hardening review |
204
+ | < 54 | block deployment until fixed |
205
+
206
+ ---
207
+
208
+ ## Reference File Index
209
+
210
+ | File | When to read |
211
+ |---|---|
212
+ | `assets/connected-app-basic.xml` | Step 3 — template for simple Connected App with minimal OAuth |
213
+ | `assets/connected-app-oauth.xml` | Step 3 — template for full OAuth 2.0 Connected App |
214
+ | `assets/connected-app-jwt.xml` | Step 3 — template for JWT bearer / server-to-server Connected App |
215
+ | `assets/connected-app-canvas.xml` | Step 3 — template for Canvas app embedding in Salesforce UI |
216
+ | `assets/external-client-app.xml` | Step 3 — ECA header file template |
217
+ | `assets/eca-global-oauth.xml` | Step 3 — ECA global OAuth settings template (PKCE, rotation, callbacks) |
218
+ | `assets/eca-oauth-settings.xml` | Step 3 — ECA per-app OAuth settings template |
219
+ | `assets/eca-policies.xml` | Step 3 — ECA configurable policies template |
220
+ | `references/oauth-flows-reference.md` | Step 2 — detailed OAuth flow comparison and decision guide |
221
+ | `references/security-checklist.md` | Step 4 — full 120-point security scoring checklist |
222
+ | `references/testing-validation-guide.md` | Step 5 — pre-deployment validation and testing guide |
223
+ | `references/migration-guide.md` | When migrating from Connected App to ECA patterns |
224
+ | `references/example-usage.md` | Full end-to-end examples for common OAuth scenarios |
@@ -0,0 +1,29 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <!--
3
+ Template: Connected App - Basic
4
+ Use Case: Simple API integration with minimal OAuth configuration
5
+
6
+ Replace placeholders:
7
+ - {{APP_NAME}}: Application name (no spaces, alphanumeric + underscore)
8
+ - {{CONTACT_EMAIL}}: Administrator contact email
9
+ - {{DESCRIPTION}}: Brief description of the app's purpose
10
+ - {{CALLBACK_URL}}: OAuth callback URL (must be HTTPS in production)
11
+ -->
12
+ <ConnectedApp xmlns="http://soap.sforce.com/2006/04/metadata">
13
+ <label>{{APP_NAME}}</label>
14
+ <contactEmail>{{CONTACT_EMAIL}}</contactEmail>
15
+ <description>{{DESCRIPTION}}</description>
16
+
17
+ <oauthConfig>
18
+ <callbackUrl>{{CALLBACK_URL}}</callbackUrl>
19
+ <isAdminApproved>false</isAdminApproved>
20
+ <isConsumerSecretOptional>false</isConsumerSecretOptional>
21
+ <scopes>Api</scopes>
22
+ <scopes>RefreshToken</scopes>
23
+ </oauthConfig>
24
+
25
+ <oauthPolicy>
26
+ <ipRelaxation>ENFORCE</ipRelaxation>
27
+ <refreshTokenPolicy>infinite</refreshTokenPolicy>
28
+ </oauthPolicy>
29
+ </ConnectedApp>
@@ -0,0 +1,62 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <!--
3
+ Template: Connected App - Canvas App
4
+ Use Case: Embedding external applications within Salesforce UI
5
+
6
+ Replace placeholders:
7
+ - {{APP_NAME}}: Application name (no spaces, alphanumeric + underscore)
8
+ - {{CONTACT_EMAIL}}: Administrator contact email
9
+ - {{DESCRIPTION}}: Brief description of the app's purpose
10
+ - {{CANVAS_URL}}: URL of your canvas application
11
+ - {{CALLBACK_URL}}: OAuth callback URL (must be HTTPS)
12
+
13
+ Canvas Access Methods:
14
+ - Chatter Feed: Embed in Chatter
15
+ - Chatter Tab: Add to Chatter tab
16
+ - Publisher: Add to publisher actions
17
+ - Visualforce Page: Embed via Visualforce
18
+ - Mobile Card: Show on mobile record pages
19
+ - OpenCTI: Use in Service Cloud CTI
20
+ - LayoutSection: Embed in page layouts
21
+ -->
22
+ <ConnectedApp xmlns="http://soap.sforce.com/2006/04/metadata">
23
+ <label>{{APP_NAME}}</label>
24
+ <contactEmail>{{CONTACT_EMAIL}}</contactEmail>
25
+ <description>{{DESCRIPTION}}</description>
26
+
27
+ <oauthConfig>
28
+ <callbackUrl>{{CALLBACK_URL}}</callbackUrl>
29
+ <isAdminApproved>true</isAdminApproved>
30
+ <isConsumerSecretOptional>false</isConsumerSecretOptional>
31
+ <scopes>Api</scopes>
32
+ <scopes>RefreshToken</scopes>
33
+ </oauthConfig>
34
+
35
+ <oauthPolicy>
36
+ <ipRelaxation>ENFORCE</ipRelaxation>
37
+ <refreshTokenPolicy>infinite</refreshTokenPolicy>
38
+ </oauthPolicy>
39
+
40
+ <!-- Canvas Configuration -->
41
+ <canvasConfig>
42
+ <canvasUrl>{{CANVAS_URL}}</canvasUrl>
43
+ <accessMethod>Get</accessMethod>
44
+
45
+ <!-- Canvas Locations - uncomment as needed -->
46
+ <locations>Chatter</locations>
47
+ <locations>Visualforce</locations>
48
+ <!-- <locations>ChatterFeed</locations> -->
49
+ <!-- <locations>Publisher</locations> -->
50
+ <!-- <locations>MobileNav</locations> -->
51
+ <!-- <locations>OpenCTI</locations> -->
52
+ <!-- <locations>LayoutSection</locations> -->
53
+
54
+ <!-- Canvas Options -->
55
+ <lifecycleClass></lifecycleClass>
56
+ <options>HideHeader</options>
57
+ <options>HideShare</options>
58
+
59
+ <!-- SAML Initiation Method -->
60
+ <samlInitiationMethod>None</samlInitiationMethod>
61
+ </canvasConfig>
62
+ </ConnectedApp>
@@ -0,0 +1,49 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <!--
3
+ Template: Connected App - JWT Bearer Flow
4
+ Use Case: Server-to-server integration, CI/CD pipelines, headless automation
5
+
6
+ Replace placeholders:
7
+ - {{APP_NAME}}: Application name (no spaces, alphanumeric + underscore)
8
+ - {{CONTACT_EMAIL}}: Administrator contact email
9
+ - {{DESCRIPTION}}: Brief description of the app's purpose
10
+ - {{CERTIFICATE_NAME}}: Name of the certificate uploaded to Salesforce
11
+
12
+ Prerequisites:
13
+ 1. Create a self-signed certificate or use CA-signed certificate
14
+ 2. Upload certificate to Salesforce (Setup > Certificate and Key Management)
15
+ 3. Use the certificate name (not file name) in this template
16
+
17
+ Note: No callback URL needed for JWT Bearer flow
18
+ Note: Consumer Secret is optional when using certificate authentication
19
+ -->
20
+ <ConnectedApp xmlns="http://soap.sforce.com/2006/04/metadata">
21
+ <label>{{APP_NAME}}</label>
22
+ <contactEmail>{{CONTACT_EMAIL}}</contactEmail>
23
+ <description>{{DESCRIPTION}} - JWT Bearer Authentication</description>
24
+
25
+ <oauthConfig>
26
+ <!-- JWT Bearer flow doesn't require callback URL, but Salesforce requires one -->
27
+ <callbackUrl>https://localhost/oauth/callback</callbackUrl>
28
+
29
+ <!-- Certificate for JWT signing -->
30
+ <certificate>{{CERTIFICATE_NAME}}</certificate>
31
+
32
+ <isAdminApproved>true</isAdminApproved>
33
+ <isConsumerSecretOptional>true</isConsumerSecretOptional>
34
+
35
+ <!-- API access scope - typically all that's needed for server-to-server -->
36
+ <scopes>Api</scopes>
37
+ <!-- RefreshToken not needed for JWT - each request gets new access token -->
38
+ </oauthConfig>
39
+
40
+ <oauthPolicy>
41
+ <ipRelaxation>ENFORCE</ipRelaxation>
42
+ <refreshTokenPolicy>zero</refreshTokenPolicy>
43
+ </oauthPolicy>
44
+
45
+ <!-- Require connected app to be assigned via permission sets or profiles -->
46
+ <permissionSetLicense>
47
+ <license>Salesforce</license>
48
+ </permissionSetLicense>
49
+ </ConnectedApp>
@@ -0,0 +1,65 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <!--
3
+ Template: Connected App - Full OAuth
4
+ Use Case: Web application with complete OAuth 2.0 configuration
5
+
6
+ Replace placeholders:
7
+ - {{APP_NAME}}: Application name (no spaces, alphanumeric + underscore)
8
+ - {{CONTACT_EMAIL}}: Administrator contact email
9
+ - {{DESCRIPTION}}: Brief description of the app's purpose
10
+ - {{CALLBACK_URL}}: OAuth callback URL (must be HTTPS)
11
+ - {{LOGOUT_URL}}: URL to redirect after logout (optional)
12
+
13
+ OAuth Scopes (uncomment as needed):
14
+ - Api: REST/SOAP API access
15
+ - RefreshToken: Offline access via refresh token
16
+ - Full: Complete access (use sparingly)
17
+ - OpenID: OpenID Connect
18
+ - Web: Web browser access
19
+ - ChatterApi: Chatter REST API
20
+ - CustomPermissions: Custom permission access
21
+ -->
22
+ <ConnectedApp xmlns="http://soap.sforce.com/2006/04/metadata">
23
+ <label>{{APP_NAME}}</label>
24
+ <contactEmail>{{CONTACT_EMAIL}}</contactEmail>
25
+ <description>{{DESCRIPTION}}</description>
26
+
27
+ <oauthConfig>
28
+ <callbackUrl>{{CALLBACK_URL}}</callbackUrl>
29
+ <isAdminApproved>true</isAdminApproved>
30
+ <isConsumerSecretOptional>false</isConsumerSecretOptional>
31
+ <isIntrospectAllTokens>false</isIntrospectAllTokens>
32
+
33
+ <!-- Core API Access -->
34
+ <scopes>Api</scopes>
35
+ <scopes>RefreshToken</scopes>
36
+
37
+ <!-- OpenID Connect (for user identity) -->
38
+ <scopes>OpenID</scopes>
39
+ <scopes>Profile</scopes>
40
+ <scopes>Email</scopes>
41
+
42
+ <!-- Uncomment additional scopes as needed -->
43
+ <!-- <scopes>Web</scopes> -->
44
+ <!-- <scopes>ChatterApi</scopes> -->
45
+ <!-- <scopes>CustomPermissions</scopes> -->
46
+ <!-- <scopes>Wave</scopes> -->
47
+ </oauthConfig>
48
+
49
+ <oauthPolicy>
50
+ <ipRelaxation>ENFORCE</ipRelaxation>
51
+ <refreshTokenPolicy>infinite</refreshTokenPolicy>
52
+ <singleLogoutUrl>{{LOGOUT_URL}}</singleLogoutUrl>
53
+ </oauthPolicy>
54
+
55
+ <!--
56
+ NOTE: refreshTokenValidityPeriod requires specific element ordering per XSD.
57
+ For custom token lifetimes, configure via Setup UI after deployment.
58
+ Using refreshTokenPolicy=infinite is the safest metadata-deployable option.
59
+ -->
60
+
61
+ <!-- Session Policy -->
62
+ <sessionPolicy>
63
+ <sessionTimeout>120</sessionTimeout>
64
+ </sessionPolicy>
65
+ </ConnectedApp>
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <!--
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+ Template: External Client App - Global OAuth Settings
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+ Use Case: Configure OAuth settings that apply globally to the ECA
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+
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+ Replace placeholders:
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+ - {{APP_NAME}}: The ExternalClientApplication API name (must match .eca file)
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+ - {{LABEL}}: Display label for this global OAuth settings configuration
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+ - {{CALLBACK_URL}}: OAuth callback URL (must be HTTPS for web, custom scheme for mobile)
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+ - {{PKCE_REQUIRED}}: true for public clients (mobile, SPA), false for confidential
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+ - {{SECRET_OPTIONAL}}: true for public clients using PKCE only
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+ - {{SECRET_FOR_REFRESH}}: true to require secret for refresh token requests
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+ - {{ROTATE_KEY}}: true to enable consumer key rotation (recommended for production)
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+ - {{ROTATE_SECRET}}: true to enable consumer secret rotation (recommended for production)
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+
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+ Security Recommendations:
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+ - PKCE: REQUIRED for mobile and SPA applications (public clients)
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+ - Key/Secret Rotation: Enable for production apps (can be automated via API)
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+ - Consumer Secret Optional: Only true when using PKCE exclusively
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+ - Introspect All Tokens: Enable if you need to validate tokens programmatically
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+
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+ File Naming: [AppName].ecaGlblOauth-meta.xml
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+
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+ NOTE: The file suffix is .ecaGlblOauth (abbreviated), NOT .ecaGlobalOauth
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+ -->
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+ <ExtlClntAppGlobalOauthSettings xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <callbackUrl>{{CALLBACK_URL}}</callbackUrl>
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+ <externalClientApplication>{{APP_NAME}}</externalClientApplication>
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+ <isConsumerSecretOptional>{{SECRET_OPTIONAL}}</isConsumerSecretOptional>
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+ <isIntrospectAllTokens>false</isIntrospectAllTokens>
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+ <isPkceRequired>{{PKCE_REQUIRED}}</isPkceRequired>
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+ <isSecretRequiredForRefreshToken>{{SECRET_FOR_REFRESH}}</isSecretRequiredForRefreshToken>
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+ <label>{{LABEL}}</label>
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+ <shouldRotateConsumerKey>{{ROTATE_KEY}}</shouldRotateConsumerKey>
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+ <shouldRotateConsumerSecret>{{ROTATE_SECRET}}</shouldRotateConsumerSecret>
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+ </ExtlClntAppGlobalOauthSettings>
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <!--
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+ Template: External Client App - Instance OAuth Settings
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+ Use Case: Configure OAuth scopes for the ECA
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+
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+ Replace placeholders:
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+ - {{APP_NAME}}: The ExternalClientApplication API name (must match .eca file)
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+ - {{LABEL}}: Display label for this OAuth settings configuration
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+ - {{SCOPES}}: Comma-separated OAuth scopes (e.g., "Api, RefreshToken, OpenID")
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+
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+ Common Scope Combinations:
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+ - API Integration: Api, RefreshToken
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+ - Web App with Identity: Api, RefreshToken, OpenID, Profile, Email
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+ - Server-to-Server: Api
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+ - Mobile App: Api, RefreshToken, OpenID
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+
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+ Available Scopes:
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+ - Api: REST/SOAP API access
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+ - RefreshToken: Offline access via refresh token
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+ - OpenID: OpenID Connect (user identity)
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+ - Profile: User profile information
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+ - Email: User email address
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+ - Web: Web browser access
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+ - ChatterApi: Chatter REST API
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+ - CustomPermissions: Custom permission access
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+
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+ IMPORTANT: OAuth flows (Authorization Code, Client Credentials, etc.) are
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+ configured via the Admin UI or ExtlClntAppOauthConfigurablePolicies, NOT here.
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+
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+ File Naming: [AppName].ecaOauth-meta.xml
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+ -->
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+ <ExtlClntAppOauthSettings xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <commaSeparatedOauthScopes>{{SCOPES}}</commaSeparatedOauthScopes>
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+ <externalClientApplication>{{APP_NAME}}</externalClientApplication>
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+ <label>{{LABEL}}</label>
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+ </ExtlClntAppOauthSettings>
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <!--
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+ Template: External Client App - Configurable Policies
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+ Use Case: Admin-configurable security policies for the ECA
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+
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+ Note: This file is AUTO-GENERATED on first deployment.
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+ Admins can modify these values in Setup UI or via Metadata API.
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+
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+ Replace placeholders:
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+ - {{IP_RELAXATION}}: IP restriction policy
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+ - {{REFRESH_TOKEN_POLICY}}: Refresh token lifetime policy
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+ - {{SESSION_TIMEOUT}}: Session timeout in minutes
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+
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+ IP Relaxation Options:
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+ - ENFORCE: Enforce IP restrictions (recommended)
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+ - BYPASS: Bypass IP restrictions (use with caution)
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+ - ENFORCE_ACTIVATED_USERS: Enforce for activated users only
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+
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+ Refresh Token Policies:
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+ - infinite: Tokens never expire
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+ - zero: No refresh tokens (use with JWT)
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+ - specific_lifetime: Expire after specified period
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+
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+ File Naming: [AppName].ecaPlcy-meta.xml
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+ -->
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+ <ExtlClntAppConfigurablePolicies xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <!-- IP Restriction Policy -->
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+ <ipRelaxation>{{IP_RELAXATION}}</ipRelaxation>
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+
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+ <!-- Refresh Token Lifetime -->
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+ <refreshTokenPolicy>{{REFRESH_TOKEN_POLICY}}</refreshTokenPolicy>
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+ <!-- <refreshTokenValidityPeriod>30</refreshTokenValidityPeriod> -->
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+
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+ <!-- Session Timeout (minutes) -->
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+ <sessionTimeout>{{SESSION_TIMEOUT}}</sessionTimeout>
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+ </ExtlClntAppConfigurablePolicies>
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <!--
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+ Template: External Client Application - Header File
4
+ Use Case: Modern OAuth app with enhanced security and metadata compliance
5
+
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+ Replace placeholders:
7
+ - {{APP_NAME}}: Application name (no spaces, alphanumeric + underscore)
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+ - {{CONTACT_EMAIL}}: Administrator contact email
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+ - {{DESCRIPTION}}: Brief description of the app's purpose
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+ - {{ICON_URL}}: URL to app icon (optional)
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+ - {{LOGO_URL}}: URL to app logo (optional)
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+ - {{DISTRIBUTION_STATE}}: Local or Packageable
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+
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+ Distribution States:
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+ - Local: Available only in this org
16
+ - Packageable: Can be packaged and distributed via 2GP
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+
18
+ Common Source Files for ECA:
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+ 1. externalClientApps/[AppName].eca-meta.xml (this file)
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+ 2. extlClntAppGlobalOauthSets/[AppName].ecaGlblOauth-meta.xml (global OAuth settings)
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+ 3. extlClntAppOauthSettings/[AppName].ecaOauth-meta.xml (OAuth scopes / parent link)
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+ 4. extlClntAppOauthSecuritySettings/[AppName].ecaOauthSecurity-meta.xml (optional, retrieve-first)
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+ 5. extlClntAppOauthPolicies/[AppName].ecaOauthPlcy-meta.xml or extlClntAppPolicies/[AppName].ecaPlcy-meta.xml (optional policy metadata)
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+
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+ Minimum API Version: 61.0
26
+ -->
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+ <ExternalClientApplication xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <contactEmail>{{CONTACT_EMAIL}}</contactEmail>
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+ <description>{{DESCRIPTION}}</description>
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+ <distributionState>{{DISTRIBUTION_STATE}}</distributionState>
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+ <iconUrl>{{ICON_URL}}</iconUrl>
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+ <isProtected>false</isProtected>
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+ <label>{{APP_NAME}}</label>
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+ <logoUrl>{{LOGO_URL}}</logoUrl>
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+ </ExternalClientApplication>