@salesforce/afv-skills 1.8.0 → 1.9.0

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

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+# Field Service Lightning (FSL) Data Model Template
+
+Pre-built data model for Salesforce Field Service (formerly Field Service Lightning) using `flowchart LR` format with color coding and relationship indicators.
+
+## Objects Included
+
+| Object | Type | Description |
+|--------|------|-------------|
+| WorkOrder | STD | Service jobs |
+| WorkOrderLineItem | STD | Job tasks |
+| ServiceAppointment | STD | Scheduled visits |
+| ServiceResource | STD | Technicians/assets |
+| ServiceTerritory | STD | Service areas |
+| AssignedResource | STD | Appointment assignments |
+| Shift | STD | Resource schedules |
+| TimeSheet | STD | Time tracking |
+| TimeSheetEntry | STD | Time details |
+| ProductConsumed | STD | Parts used |
+| ProductRequired | STD | Parts needed |
+
+---
+
+## Query Org Metadata (Recommended)
+
+Enrich diagram with live org data:
+
+```bash
+python3 ~/.claude/skills/generating-mermaid-diagrams/scripts/query-org-metadata.py \
+    --objects WorkOrder,WorkOrderLineItem,ServiceAppointment,ServiceResource,ServiceTerritory \
+    --target-org myorg
+```
+
+---
+
+## Mermaid Template (Preferred)
+
+Left-to-right flowchart with color coding.
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% ═══════════════════════════════════════════════════════════════
+    %% FIELD SERVICE LIGHTNING DATA MODEL
+    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
+    %% Colors: Blue = Standard, Orange = Custom, Green = External
+    %% ═══════════════════════════════════════════════════════════════
+
+    %% Work Order Structure
+    WO["WorkOrder<br/>(count)"]
+    WOLI["WorkOrderLineItem<br/>(count)"]
+
+    %% Scheduling
+    SA["ServiceAppointment<br/>(count)"]
+    AR["AssignedResource<br/>(count)"]
+
+    %% Resources
+    SR["ServiceResource<br/>(count)"]
+    ST["ServiceTerritory<br/>(count)"]
+    STM["ServiceTerritoryMember<br/>(count)"]
+    Shift["Shift<br/>(count)"]
+
+    %% Time Tracking
+    TS["TimeSheet<br/>(count)"]
+    TSE["TimeSheetEntry<br/>(count)"]
+
+    %% Products/Parts
+    PC["ProductConsumed<br/>(count)"]
+    PR["ProductRequired<br/>(count)"]
+
+    %% Related
+    Case["Case<br/>(count)"]
+    Asset["Asset<br/>(count)"]
+    Account["Account<br/>(count)"]
+
+    %% Work Order Structure
+    WO ==>|"MD"| WOLI
+    Case -->|"LK"| WO
+    Asset -->|"LK"| WO
+    Account -->|"LK"| WO
+
+    %% Work Order to Appointments
+    WO -->|"LK"| SA
+    WOLI -->|"LK"| SA
+    ST -->|"LK"| SA
+
+    %% Assignment
+    SA ==>|"MD"| AR
+    SR -->|"LK"| AR
+
+    %% Resource Structure
+    ST ==>|"MD"| STM
+    SR -->|"LK"| STM
+    SR ==>|"MD"| Shift
+
+    %% Time Tracking
+    SR -->|"LK"| TS
+    TS ==>|"MD"| TSE
+    WO -->|"LK"| TSE
+    WOLI -->|"LK"| TSE
+
+    %% Products
+    WO ==>|"MD"| PC
+    WO ==>|"MD"| PR
+    WOLI ==>|"MD"| PC
+    WOLI ==>|"MD"| PR
+
+    %% Standard Objects - Sky Blue
+    style WO fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style WOLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style SA fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style AR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style SR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ST fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style STM fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Shift fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style TS fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style TSE fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PC fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Asset fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Key Concepts
+
+### FSL Object Hierarchy
+```
+Case/Asset → WorkOrder → WorkOrderLineItem → ServiceAppointment
+                   ↓              ↓                    ↓
+              ProductRequired  ProductConsumed   AssignedResource
+                                                        ↓
+                                                 ServiceResource
+```
+
+### Work Order vs Service Appointment
+| Object | Purpose |
+|--------|---------|
+| WorkOrder | What needs to be done (job definition) |
+| ServiceAppointment | When/where it will be done (scheduling) |
+
+One WorkOrder can have multiple ServiceAppointments (multi-day jobs).
+
+### Resource Types
+| Type | Description |
+|------|-------------|
+| Technician | Field worker (User-based) |
+| Crew | Group of technicians |
+| Dispatcher | Scheduling coordinator |
+| Tool | Equipment (Asset-based) |
+| Contractor | External resource |
+
+### Scheduling Policies
+| Policy | Purpose |
+|--------|---------|
+| Customer First | Minimize customer wait |
+| High Intensity | Maximize utilization |
+| Soft Boundaries | Flexible territories |
+| Emergency | Override normal rules |
+
+---
+
+## Simplified Version (Core Objects Only)
+
+For presentations focusing on core FSL flow:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    WO["WorkOrder"]
+    SA["ServiceAppointment"]
+    SR["ServiceResource"]
+    ST["ServiceTerritory"]
+
+    WO -->|"LK"| SA
+    SA ==>|"assigned"| SR
+    ST -->|"LK"| SA
+
+    style WO fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style SA fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style SR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ST fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Inventory/Parts Model
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    WO["WorkOrder"]
+    WOLI["WorkOrderLineItem"]
+    PR["ProductRequired"]
+    PC["ProductConsumed"]
+    PI["ProductItem"]
+    PL["Location"]
+    Product2["Product2"]
+
+    WO ==>|"MD"| WOLI
+    WOLI ==>|"MD"| PR
+    WOLI ==>|"MD"| PC
+    PR -->|"LK"| Product2
+    PC -->|"LK"| Product2
+    PI -->|"LK"| Product2
+    PI -->|"LK"| PL
+
+    style WO fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style WOLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PC fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PI fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PL fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Time Tracking Model
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    SR["ServiceResource"]
+    TS["TimeSheet"]
+    TSE["TimeSheetEntry"]
+    WO["WorkOrder"]
+    SA["ServiceAppointment"]
+
+    SR -->|"LK"| TS
+    TS ==>|"MD"| TSE
+    WO -->|"LK"| TSE
+    SA -->|"LK"| TSE
+
+    style SR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style TS fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style TSE fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style WO fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style SA fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## ASCII Fallback
+
+```
+┌─────────────────────────────────────────────────────────────────────────────┐
+│  FIELD SERVICE LIGHTNING DATA MODEL (L→R)                                    │
+│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
+└─────────────────────────────────────────────────────────────────────────────┘
+
+                           WORK ORDER STRUCTURE
+┌──────────────┐         ┌──────────────────┐         ┌──────────────────┐
+│     CASE     │── LK ──>│    WORK_ORDER    │═══ MD ═>│ WORK_ORDER_LINE  │
+│   (count)    │         │     (count)      │         │  ITEM (count)    │
+└──────────────┘         └────────┬─────────┘         └────────┬─────────┘
+                                  │                            │
+┌──────────────┐                  │ LK                         │ LK
+│    ASSET     │── LK ────────────┤                            │
+│   (count)    │                  ▼                            ▼
+└──────────────┘         ┌──────────────────┐         ┌──────────────────┐
+                         │SERVICE_APPOINTMENT│◄────────│                  │
+                         │     (count)      │         └──────────────────┘
+                         └────────┬─────────┘
+                                  │ MD
+                                  ▼
+                         ┌──────────────────┐         ┌──────────────────┐
+                         │ASSIGNED_RESOURCE │── LK ──>│ SERVICE_RESOURCE │
+                         │     (count)      │         │     (count)      │
+                         └──────────────────┘         └────────┬─────────┘
+                                                               │ MD
+                                                               ▼
+                                                      ┌──────────────────┐
+                                                      │      SHIFT       │
+                                                      │     (count)      │
+                                                      └──────────────────┘
+```
+
+---
+
+## Key Relationships Summary
+
+| Parent | Child | Type | Behavior |
+|--------|-------|------|----------|
+| WorkOrder | WorkOrderLineItem | MD | Cascade delete |
+| WorkOrder | ServiceAppointment | LK | Scheduling |
+| ServiceAppointment | AssignedResource | MD | Cascade delete |
+| ServiceResource | AssignedResource | LK | Resource reference |
+| ServiceTerritory | ServiceTerritoryMember | MD | Cascade delete |
+| ServiceResource | Shift | MD | Cascade delete |
+| ServiceResource | TimeSheet | LK | Time owner |
+| TimeSheet | TimeSheetEntry | MD | Cascade delete |
+| WorkOrder | ProductConsumed | MD | Parts used |
+| WorkOrder | ProductRequired | MD | Parts needed |
+| Case | WorkOrder | LK | Source case |
+| Asset | WorkOrder | LK | Serviced asset |
+
+---
+
+## Limits & Considerations
+
+| Limit | Value |
+|-------|-------|
+| Work Order Line Items per WO | 200 (default) |
+| Appointments per Work Order | Unlimited |
+| Resources per Territory | Unlimited |
+| Optimization batch size | 50 appointments |
+| Shift duration | Max 24 hours |
+| Service History retention | Configurable |
+
+---
+
+## FSL Managed Package Objects
+
+| Object | Purpose |
+|--------|---------|
+| FSL__Scheduling_Policy__c | Optimization rules |
+| FSL__Service_Goal__c | SLA definitions |
+| FSL__Resource_Preference__c | Customer preferences |
+| FSL__Time_Dependency__c | Appointment sequences |
+
+---
+
+## 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/Managed, Green=External

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

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+# Party Model (Industry Cloud) Data Model Template
+
+Pre-built data model for Salesforce Party Model used in Industry Clouds (Financial Services Cloud, Health Cloud, etc.) using `flowchart LR` format with color coding.
+
+## Objects Included
+
+| Object | Type | Description |
+|--------|------|-------------|
+| Account | STD | Person or Business accounts |
+| Contact | STD | Individual contacts |
+| AccountContactRelation | STD | Account-Contact junction (ACR) |
+| AccountContactRole | STD | Role-based relationship |
+| ContactContactRelation | Managed | Contact-to-Contact relationships |
+| AccountAccountRelation | Managed | Account-to-Account relationships |
+
+---
+
+## Query Org Metadata (Recommended)
+
+Enrich diagram with live org data:
+
+```bash
+python3 ~/.claude/skills/generating-mermaid-diagrams/scripts/query-org-metadata.py \
+    --objects Account,Contact,AccountContactRelation,AccountContactRole \
+    --target-org myorg
+```
+
+---
+
+## Mermaid Template (Preferred)
+
+Left-to-right flowchart with color coding.
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% ═══════════════════════════════════════════════════════════════
+    %% PARTY MODEL (INDUSTRY CLOUD) DATA MODEL
+    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
+    %% Colors: Blue = Standard, Orange = Custom, Green = External
+    %% ═══════════════════════════════════════════════════════════════
+
+    %% Core Party Objects
+    Account["Account<br/>(count)"]
+    Contact["Contact<br/>(count)"]
+
+    %% Standard Relationships
+    ACR["AccountContactRelation<br/>(count)"]
+    ACRole["AccountContactRole<br/>(count)"]
+
+    %% Industry Cloud Extensions (Managed)
+    CCR["ContactContactRelation<br/>(count)"]
+    AAR["AccountAccountRelation<br/>(count)"]
+
+    %% Standard Account-Contact
+    Account -->|"LK"| Contact
+    Account -->|"LK"| ACR
+    Contact -->|"LK"| ACR
+
+    %% Opportunity Roles
+    Account -->|"LK"| ACRole
+    Contact -->|"LK"| ACRole
+
+    %% Contact-to-Contact (FSC/Health)
+    Contact -->|"LK"| CCR
+    Contact -->|"RelatedContact"| CCR
+
+    %% Account-to-Account (FSC/Health)
+    Account -->|"LK"| AAR
+    Account -->|"RelatedAccount"| AAR
+
+    %% Standard Objects - Sky Blue
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ACR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ACRole fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style CCR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style AAR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Key Concepts
+
+### Person Accounts vs Business Accounts
+| Type | RecordType | IsPersonAccount |
+|------|------------|-----------------|
+| Business | Business_Account | false |
+| Person | Person_Account | true |
+
+Person Accounts merge Account + Contact into single record.
+
+### AccountContactRelation (ACR)
+- **Indirect relationship** between Account and Contact
+- Enables **many-to-many** Account↔Contact
+- Has `Roles` multi-select picklist
+- `IsDirect` flag indicates primary relationship
+
+### Industry Cloud Extensions
+| Object | Cloud | Purpose |
+|--------|-------|---------|
+| ContactContactRelation | FSC, Health | Family/household relationships |
+| AccountAccountRelation | FSC, Health | Business relationships |
+| FinancialAccount | FSC | Financial accounts |
+| HealthCloudGA__EhrPatient__c | Health | Patient records |
+
+---
+
+## Person Account Model
+
+Shows Person Account relationships:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    PersonAccount["Account<br/>(IsPersonAccount=true)"]
+    ACR["AccountContactRelation"]
+    CCR["ContactContactRelation"]
+
+    PersonAccount -->|"Indirect ACR"| ACR
+    PersonAccount -->|"Person-to-Person"| CCR
+
+    style PersonAccount fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ACR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style CCR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Financial Services Cloud Extension
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Account["Account<br/>(count)"]
+    Contact["Contact<br/>(count)"]
+    FinAcct["FinancialAccount<br/>(count)"]
+    FinAcctRole["FinancialAccountRole<br/>(count)"]
+    CCR["ContactContactRelation<br/>(count)"]
+
+    Account -->|"LK"| FinAcct
+    FinAcct ==>|"MD"| FinAcctRole
+    Contact -->|"LK"| FinAcctRole
+    Contact -->|"LK"| CCR
+
+    %% Standard - Sky Blue
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
+
+    %% FSC Managed - Orange (treated as custom)
+    style FinAcct fill:#fed7aa,stroke:#c2410c,color:#1f2937
+    style FinAcctRole fill:#fed7aa,stroke:#c2410c,color:#1f2937
+    style CCR fill:#fed7aa,stroke:#c2410c,color:#1f2937
+```
+
+---
+
+## ASCII Fallback
+
+```
+┌─────────────────────────────────────────────────────────────────────────────┐
+│  PARTY MODEL (INDUSTRY CLOUD) DATA MODEL (L→R)                              │
+│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
+└─────────────────────────────────────────────────────────────────────────────┘
+
+┌──────────────┐                              ┌──────────────────────────┐
+│   ACCOUNT    │──────────── LK ─────────────>│ ACCOUNT_CONTACT_RELATION │
+│   (count)    │                              │        (count)           │
+└──────┬───────┘                              └────────────┬─────────────┘
+       │                                                   │
+       │ LK                                                │ LK
+       ▼                                                   │
+┌──────────────┐                                          │
+│   CONTACT    │<─────────────────────────────────────────┘
+│   (count)    │
+└──────┬───────┘
+       │
+       │ LK (both sides)
+       ▼
+┌──────────────────────────┐
+│ CONTACT_CONTACT_RELATION │  (FSC/Health Cloud)
+│        (count)           │
+└──────────────────────────┘
+
+┌──────────────┐                              ┌──────────────────────────┐
+│   ACCOUNT    │──────────── LK ─────────────>│ ACCOUNT_ACCOUNT_RELATION │
+│   (parent)   │                              │        (count)           │
+└──────────────┘                              └──────────────────────────┘
+       ▲                                                   │
+       └───────────────── RelatedAccount ──────────────────┘
+```
+
+---
+
+## Key Relationships Summary
+
+| Parent | Child | Type | Behavior |
+|--------|-------|------|----------|
+| Account | Contact | LK | Primary account |
+| Account | AccountContactRelation | LK | Indirect relationships |
+| Contact | AccountContactRelation | LK | Indirect relationships |
+| Account | AccountContactRole | LK | Opportunity roles |
+| Contact | AccountContactRole | LK | Opportunity roles |
+| Contact | ContactContactRelation | LK | Person-to-person |
+| Account | AccountAccountRelation | LK | Business-to-business |
+
+---
+
+## Limits & Considerations
+
+| Limit | Value |
+|-------|-------|
+| ACR per Account | No hard limit |
+| ACR per Contact | No hard limit |
+| Roles per ACR | Multi-select (limited by picklist size) |
+| Person Account fields | Merged Account + Contact fields |
+
+---
+
+## Industry Cloud Packages
+
+| Cloud | Key Objects |
+|-------|-------------|
+| **Financial Services** | FinancialAccount, FinancialAccountRole, Securities, Holdings |
+| **Health Cloud** | CarePlan, CareProgram, EhrPatient, Medication |
+| **Manufacturing** | SalesAgreement, RebateProgram, VisitPlan |
+| **Consumer Goods** | RetailStore, StoreProduct, Promotion |
+
+---
+
+## 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/Managed, Green=External