@salesforce/afv-skills 1.8.0 → 1.9.0

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

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+# Service Cloud Data Model Template
+
+Pre-built data model for Salesforce Service Cloud using `flowchart LR` format with color coding and relationship indicators.
+
+## Objects Included
+
+| Object | Type | Description |
+|--------|------|-------------|
+| Account | STD | Customer accounts |
+| Contact | STD | Customer contacts |
+| Case | STD | Support cases/tickets |
+| CaseComment | STD | Case comments |
+| Entitlement | STD | Support entitlements |
+| ServiceContract | STD | Service agreements |
+| ContractLineItem | STD | Contract products |
+| Asset | STD | Customer installed products |
+| KnowledgeArticle | STD | Knowledge base articles |
+
+---
+
+## 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,Case,Entitlement,ServiceContract,Asset \
+    --target-org myorg
+```
+
+---
+
+## Mermaid Template (Preferred)
+
+Left-to-right flowchart with color coding.
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% ═══════════════════════════════════════════════════════════════
+    %% SERVICE CLOUD DATA MODEL
+    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
+    %% Colors: Blue = Standard, Orange = Custom, Green = External
+    %% ═══════════════════════════════════════════════════════════════
+
+    %% Customer Objects
+    Account["Account<br/>(count)"]
+    Contact["Contact<br/>(count)"]
+    Asset["Asset<br/>(count)"]
+
+    %% Case Management
+    Case["Case<br/>(count)"]
+    CaseComment["CaseComment<br/>(count)"]
+
+    %% Entitlement Objects
+    Entitlement["Entitlement<br/>(count)"]
+    ServiceContract["ServiceContract<br/>(count)"]
+    CLI["ContractLineItem<br/>(count)"]
+
+    %% Knowledge
+    Knowledge["KnowledgeArticle<br/>(count)"]
+
+    %% Relationships - Customer to Case
+    Account -->|"LK"| Contact
+    Account -->|"LK"| Case
+    Contact -->|"LK"| Case
+    Account -->|"LK"| Asset
+    Asset -->|"LK"| Case
+
+    %% Relationships - Case internal
+    Case ==>|"MD"| CaseComment
+    Case -->|"LK"| Knowledge
+
+    %% Relationships - Entitlement
+    Entitlement -->|"LK"| Case
+    Account -->|"LK"| Entitlement
+    Account -->|"LK"| ServiceContract
+    ServiceContract -->|"LK"| Entitlement
+    ServiceContract ==>|"MD"| CLI
+
+    %% Standard Objects - Sky Blue
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Asset fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style CaseComment fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Entitlement fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ServiceContract fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style CLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Knowledge fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Simplified Version (Core Objects Only)
+
+For presentations focusing on core service flow:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Account["Account"]
+    Contact["Contact"]
+    Case["Case"]
+    Entitlement["Entitlement"]
+
+    Account -->|"LK"| Contact
+    Account -->|"LK"| Case
+    Contact -->|"LK"| Case
+    Entitlement -->|"LK"| Case
+    Account -->|"LK"| Entitlement
+
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Entitlement fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## ASCII Fallback
+
+```
+┌─────────────────────────────────────────────────────────────────────────────┐
+│  SERVICE CLOUD DATA MODEL (L→R)                                             │
+│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
+└─────────────────────────────────────────────────────────────────────────────┘
+
+┌──────────┐          ┌──────────┐          ┌──────────────┐
+│ ACCOUNT  │── LK ───>│ CONTACT  │── LK ───>│     CASE     │
+│ (count)  │          │ (count)  │          │   (count)    │
+└────┬─────┘          └──────────┘          └──────┬───────┘
+     │                                             │
+     │ LK                                          │ MD
+     ▼                                             ▼
+┌──────────────┐                           ┌──────────────┐
+│    ASSET     │── LK ────────────────────>│ CASE_COMMENT │
+│   (count)    │                           │   (count)    │
+└──────────────┘                           └──────────────┘
+
+┌──────────┐          ┌──────────────────┐          ┌───────────────────┐
+│ ACCOUNT  │── LK ───>│ SERVICE_CONTRACT │═══ MD ══>│ CONTRACT_LINE_ITEM│
+│          │          │     (count)      │          │      (count)      │
+└────┬─────┘          └────────┬─────────┘          └───────────────────┘
+     │                         │
+     │ LK                      │ LK
+     ▼                         ▼
+┌──────────────┐        ┌──────────────┐
+│ ENTITLEMENT  │◄───────│              │
+│   (count)    │        └──────────────┘
+└──────────────┘
+```
+
+---
+
+## Key Relationships Summary
+
+| Parent | Child | Type | Behavior |
+|--------|-------|------|----------|
+| Account | Contact | LK | Customer contacts |
+| Account | Case | LK | Customer cases |
+| Contact | Case | LK | Reporter/requestor |
+| Case | CaseComment | MD | Cascade delete |
+| Entitlement | Case | LK | SLA coverage |
+| Account | Entitlement | LK | Customer entitlements |
+| ServiceContract | Entitlement | LK | Contract includes entitlements |
+| ServiceContract | ContractLineItem | MD | Cascade delete |
+| Account | Asset | LK | Customer installed products |
+| Asset | Case | LK | Asset-related cases |
+
+---
+
+## Service Cloud Patterns
+
+### Case Flow
+```
+Customer → Contact → Case → CaseComment
+              ↓
+         Entitlement (SLA)
+```
+
+### Entitlement Coverage
+```
+Account → ServiceContract → Entitlement → Case
+    └─────────────────────────────────────┘
+                  (direct)
+```
+
+---
+
+## Adding Custom Objects
+
+Use orange styling for custom objects:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Case["Case<br/>(1,200)"]
+    Survey["Survey_Response__c<br/>(450)"]
+
+    Case -->|"LK"| Survey
+
+    %% Standard - Sky Blue
+    style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    %% Custom - Orange
+    style Survey fill:#fed7aa,stroke:#c2410c,color:#1f2937
+```
+
+---
+
+## 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/territory-management-erd.md

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+# Territory Management Data Model Template
+
+Pre-built data model for Salesforce Enterprise Territory Management (Territory2) using `flowchart LR` format with color coding and relationship indicators.
+
+## Objects Included
+
+| Object | Type | Description |
+|--------|------|-------------|
+| Territory2Model | STD | Territory model container |
+| Territory2 | STD | Individual territories |
+| Territory2Type | STD | Territory classification |
+| UserTerritory2Association | STD | User-to-territory assignments |
+| ObjectTerritory2Association | STD | Account-to-territory assignments |
+| RuleTerritory2Association | STD | Assignment rule linkage |
+
+---
+
+## Query Org Metadata (Recommended)
+
+Enrich diagram with live org data:
+
+```bash
+python3 ~/.claude/skills/generating-mermaid-diagrams/scripts/query-org-metadata.py \
+    --objects Territory2Model,Territory2,Territory2Type,UserTerritory2Association,ObjectTerritory2Association \
+    --target-org myorg
+```
+
+---
+
+## Mermaid Template (Preferred)
+
+Left-to-right flowchart with color coding.
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% ═══════════════════════════════════════════════════════════════
+    %% ENTERPRISE TERRITORY MANAGEMENT DATA MODEL
+    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
+    %% Colors: Blue = Standard, Orange = Custom, Green = External
+    %% ═══════════════════════════════════════════════════════════════
+
+    %% Territory Model (Container)
+    T2Model["Territory2Model<br/>(count)"]
+
+    %% Territory Structure
+    Territory2["Territory2<br/>(count)"]
+    T2Type["Territory2Type<br/>(count)"]
+
+    %% Associations
+    UserT2Assoc["UserTerritory2Association<br/>(count)"]
+    ObjT2Assoc["ObjectTerritory2Association<br/>(count)"]
+    RuleT2Assoc["RuleTerritory2Association<br/>(count)"]
+
+    %% Related Objects
+    User["User<br/>(count)"]
+    Account["Account<br/>(count)"]
+
+    %% Relationships - Model Structure
+    T2Model ==>|"MD"| Territory2
+    T2Model ==>|"MD"| T2Type
+    T2Type -->|"LK"| Territory2
+
+    %% Territory Hierarchy (Self-reference)
+    Territory2 -.->|"Parent"| Territory2
+
+    %% Relationships - User Assignments
+    Territory2 ==>|"MD"| UserT2Assoc
+    User -->|"LK"| UserT2Assoc
+
+    %% Relationships - Account Assignments
+    Territory2 ==>|"MD"| ObjT2Assoc
+    Account -->|"LK"| ObjT2Assoc
+
+    %% Relationships - Rule Assignments
+    Territory2 ==>|"MD"| RuleT2Assoc
+
+    %% Standard Objects - Sky Blue
+    style T2Model fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Territory2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style T2Type fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style UserT2Assoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ObjT2Assoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style RuleT2Assoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Key Concepts
+
+### Territory2Model States
+| State | Description |
+|-------|-------------|
+| **Planning** | Model being configured (not active) |
+| **Active** | Live model in use |
+| **Archived** | Historical model (read-only) |
+
+Only **one model can be Active** at a time.
+
+### Territory Hierarchy
+- Territories support **ParentTerritory2Id** self-lookup
+- Creates hierarchy within a model
+- Opportunity access rolls up through hierarchy
+
+### Assignment Types
+| Object | Purpose |
+|--------|---------|
+| **UserTerritory2Association** | Assigns users to territories |
+| **ObjectTerritory2Association** | Assigns accounts to territories |
+| **RuleTerritory2Association** | Links assignment rules to territories |
+
+---
+
+## Simplified Version (Core Objects Only)
+
+For presentations focusing on core territory structure:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    T2Model["Territory2Model"]
+    Territory2["Territory2"]
+    User["User"]
+    Account["Account"]
+
+    T2Model ==>|"MD"| Territory2
+    Territory2 -.->|"Parent"| Territory2
+    Territory2 -->|"assigns"| User
+    Territory2 -->|"assigns"| Account
+
+    style T2Model fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Territory2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Opportunity Territory Assignment
+
+Territory Management also affects Opportunities:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Territory2["Territory2"]
+    Account["Account"]
+    Opportunity["Opportunity"]
+
+    Territory2 -->|"assigns"| Account
+    Account -->|"LK"| Opportunity
+    Territory2 -->|"Territory2Id"| Opportunity
+
+    style Territory2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## ASCII Fallback
+
+```
+┌─────────────────────────────────────────────────────────────────────────────┐
+│  ENTERPRISE TERRITORY MANAGEMENT DATA MODEL (L→R)                           │
+│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
+└─────────────────────────────────────────────────────────────────────────────┘
+
+┌──────────────────┐         ┌──────────────────┐
+│ TERRITORY2_MODEL │═══ MD ═>│   TERRITORY2     │◄──── Parent (self)
+│     (count)      │         │     (count)      │
+└────────┬─────────┘         └────────┬─────────┘
+         │                            │
+         │ MD                         ├─── MD ──>┌────────────────────────┐
+         ▼                            │          │ USER_TERRITORY2_ASSOC  │
+┌──────────────────┐                  │          │       (count)          │
+│ TERRITORY2_TYPE  │── LK ───────────>┤          └───────────┬────────────┘
+│     (count)      │                  │                      │ LK
+└──────────────────┘                  │                      ▼
+                                      │          ┌────────────────────────┐
+                                      │          │         USER           │
+                                      │          │       (count)          │
+                                      │          └────────────────────────┘
+                                      │
+                                      ├─── MD ──>┌────────────────────────┐
+                                      │          │ OBJECT_TERRITORY2_ASSOC│
+                                      │          │       (count)          │
+                                      │          └───────────┬────────────┘
+                                      │                      │ LK
+                                      │                      ▼
+                                      │          ┌────────────────────────┐
+                                      │          │       ACCOUNT          │
+                                      │          │       (count)          │
+                                      │          └────────────────────────┘
+                                      │
+                                      └─── MD ──>┌────────────────────────┐
+                                                 │ RULE_TERRITORY2_ASSOC  │
+                                                 │       (count)          │
+                                                 └────────────────────────┘
+```
+
+---
+
+## Key Relationships Summary
+
+| Parent | Child | Type | Behavior |
+|--------|-------|------|----------|
+| Territory2Model | Territory2 | MD | Cascade delete |
+| Territory2Model | Territory2Type | MD | Cascade delete |
+| Territory2Type | Territory2 | LK | Type classification |
+| Territory2 | Territory2 | LK | Parent (hierarchy) |
+| Territory2 | UserTerritory2Association | MD | Cascade delete |
+| Territory2 | ObjectTerritory2Association | MD | Cascade delete |
+| Territory2 | RuleTerritory2Association | MD | Cascade delete |
+| User | UserTerritory2Association | LK | User assignment |
+| Account | ObjectTerritory2Association | LK | Account assignment |
+
+---
+
+## Limits & Considerations
+
+| Limit | Value |
+|-------|-------|
+| Territory models (total) | Unlimited (1 active) |
+| Territories per model | 1,000 |
+| Territory hierarchy levels | 10 |
+| Users per territory | No hard limit |
+| Accounts per territory | No hard limit |
+| Assignment rules | 15 per model |
+
+---
+
+## 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