@salesforce/afv-skills 1.8.0 → 1.9.1

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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  455. package/skills/querying-soql/assets/relationship-queries.soql +203 -0
  456. package/skills/querying-soql/assets/selector-class.cls +219 -0
  457. package/skills/querying-soql/references/anti-patterns.md +348 -0
  458. package/skills/querying-soql/references/cli-commands.md +358 -0
  459. package/skills/querying-soql/references/field-coverage-rules.md +514 -0
  460. package/skills/querying-soql/references/query-optimization.md +142 -0
  461. package/skills/querying-soql/references/selector-patterns.md +479 -0
  462. package/skills/querying-soql/references/soql-reference.md +227 -0
  463. package/skills/querying-soql/references/soql-syntax-reference.md +208 -0
  464. package/skills/querying-soql/scripts/post-tool-validate.py +322 -0
  465. package/skills/retrieving-datacloud/CREDITS.md +7 -0
  466. package/skills/retrieving-datacloud/README.md +44 -0
  467. package/skills/retrieving-datacloud/SKILL.md +120 -0
  468. package/skills/retrieving-datacloud/examples/search-indexes/hybrid-structured.json +44 -0
  469. package/skills/retrieving-datacloud/examples/search-indexes/vector-knowledge.json +43 -0
  470. package/skills/running-apex-tests/CREDITS.md +22 -0
  471. package/skills/running-apex-tests/README.md +94 -0
  472. package/skills/running-apex-tests/SKILL.md +158 -0
  473. package/skills/running-apex-tests/assets/basic-test.cls +169 -0
  474. package/skills/running-apex-tests/assets/bulk-test.cls +255 -0
  475. package/skills/running-apex-tests/assets/dml-mock.cls +339 -0
  476. package/skills/running-apex-tests/assets/mock-callout-test.cls +353 -0
  477. package/skills/running-apex-tests/assets/stub-provider-example.cls +364 -0
  478. package/skills/running-apex-tests/assets/test-data-factory.cls +328 -0
  479. package/skills/running-apex-tests/hooks/scripts/parse-test-results.py +364 -0
  480. package/skills/running-apex-tests/references/cli-commands.md +289 -0
  481. package/skills/running-apex-tests/references/mocking-patterns.md +500 -0
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  485. package/skills/running-apex-tests/references/testing-best-practices.md +509 -0
  486. package/skills/segmenting-datacloud/CREDITS.md +3 -0
  487. package/skills/segmenting-datacloud/README.md +36 -0
  488. package/skills/segmenting-datacloud/SKILL.md +115 -0
@@ -0,0 +1,145 @@
1
+ <!-- Parent: building-omnistudio-datamapper/SKILL.md -->
2
+
3
+ # Data Mapper Naming Conventions
4
+
5
+ ## Type Prefixes
6
+
7
+ Every Data Mapper name starts with a type prefix that identifies its function at a glance.
8
+
9
+ | Type | Prefix | Example |
10
+ |------|--------|---------|
11
+ | Extract | `DR_Extract_` | `DR_Extract_Account_Details` |
12
+ | Turbo Extract | `DR_TurboExtract_` | `DR_TurboExtract_Case_List` |
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+ | Transform | `DR_Transform_` | `DR_Transform_Lead_Flatten` |
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+ | Load | `DR_Load_` | `DR_Load_Opportunity_Create` |
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+
16
+ The `DR_` prefix stands for DataRaptor, the original product name. It remains the standard prefix for backward compatibility and team familiarity.
17
+
18
+ ---
19
+
20
+ ## Object Naming
21
+
22
+ ### Format
23
+
24
+ ```
25
+ DR_[Type]_[PrimaryObject]_[Purpose]
26
+ ```
27
+
28
+ - **Type**: Extract, TurboExtract, Transform, Load
29
+ - **PrimaryObject**: The main Salesforce object (PascalCase, no underscores for standard objects)
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+ - **Purpose**: A short, descriptive action or qualifier (PascalCase)
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+
32
+ ### Standard Object Examples
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+
34
+ | Data Mapper | Description |
35
+ |-------------|-------------|
36
+ | `DR_Extract_Account_Details` | Extract Account fields for detail view |
37
+ | `DR_Extract_Account_WithContacts` | Extract Account with related Contact list |
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+ | `DR_Extract_Contact_ByAccountId` | Extract Contacts filtered by Account |
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+ | `DR_TurboExtract_Case_OpenList` | High-volume Extract of open Cases |
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+ | `DR_Transform_Order_FlattenLines` | Flatten nested OrderItem structure |
41
+ | `DR_Load_Opportunity_Create` | Insert Opportunity records |
42
+ | `DR_Load_Account_Upsert` | Upsert Account records by external ID |
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+
44
+ ### Custom Object Examples
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+
46
+ For custom objects, include the namespace prefix if applicable but drop the `__c` suffix from the name:
47
+
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+ | Data Mapper | Target Object | Description |
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+ |-------------|---------------|-------------|
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+ | `DR_Extract_Invoice_Summary` | `Invoice__c` | Extract Invoice summary fields |
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+ | `DR_TurboExtract_Claim_Active` | `Claim__c` | High-volume active Claims list |
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+ | `DR_Load_PolicyHolder_Update` | `PolicyHolder__c` | Update PolicyHolder records |
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+ | `DR_Extract_ns_CustomObj_Details` | `ns__CustomObj__c` | Namespaced custom object Extract |
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+
55
+ ### Multi-Object Data Mappers
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+
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+ When a Data Mapper spans multiple objects, name it after the primary (root) object:
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+
59
+ ```
60
+ DR_Extract_Account_WithContactsAndOpps
61
+ DR_Extract_Order_WithLineItems
62
+ ```
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+
64
+ If the Data Mapper truly serves a cross-cutting concern, use a domain name instead:
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+
66
+ ```
67
+ DR_Extract_CustomerProfile_Full
68
+ DR_Transform_ClaimSubmission_Normalize
69
+ ```
70
+
71
+ ---
72
+
73
+ ## Field Mapping Naming Patterns
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+
75
+ ### Output Field Names
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+
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+ Output field names in the Data Mapper JSON response should follow these conventions:
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+
79
+ | Pattern | Convention | Example |
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+ |---------|-----------|---------|
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+ | Standard fields | camelCase matching API name | `accountName`, `billingCity` |
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+ | Custom fields | camelCase without `__c` suffix | `invoiceTotal` (from `Invoice_Total__c`) |
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+ | Relationship fields | parent + field in camelCase | `accountOwnerName` (from `Account.Owner.Name`) |
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+ | Child collections | plural camelCase | `contacts`, `orderItems` |
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+ | Computed/aliased fields | descriptive camelCase | `fullAddress`, `daysSinceCreated` |
86
+
87
+ ### Input Path Conventions
88
+
89
+ Input paths reference the source data structure. Use consistent dot notation:
90
+
91
+ ```
92
+ AccountData.Name -- Simple field
93
+ AccountData.Owner.Name -- Relationship traversal
94
+ AccountData.Contacts[0] -- Collection index
95
+ RequestBody.payload.id -- Nested JSON path
96
+ ```
97
+
98
+ ### Output Path Conventions
99
+
100
+ Output paths define the JSON structure returned by the Data Mapper:
101
+
102
+ ```
103
+ AccountInfo.Name -- Nested output
104
+ AccountInfo.OwnerName -- Flattened relationship
105
+ AccountInfo.Contacts -- Collection output
106
+ Result.status -- Top-level result wrapper
107
+ ```
108
+
109
+ ---
110
+
111
+ ## Naming Anti-Patterns
112
+
113
+ | Anti-Pattern | Problem | Correct |
114
+ |--------------|---------|---------|
115
+ | `DataRaptor1` | Non-descriptive, no type prefix | `DR_Extract_Account_Details` |
116
+ | `GetAccountData` | Missing `DR_` prefix and type | `DR_Extract_Account_Details` |
117
+ | `DR_Extract_Account__c_Details` | Includes `__c` suffix | `DR_Extract_Account_Details` |
118
+ | `DR_extract_account_details` | Wrong casing (should be PascalCase) | `DR_Extract_Account_Details` |
119
+ | `DR_Extract_Everything` | Too vague, no object specified | `DR_Extract_Account_Full` |
120
+ | `DR_Extract_AccountDetailsForTheNewCustomerPortalPage` | Too long | `DR_Extract_Account_PortalDetails` |
121
+ | `DR_Extract_Acc_Det` | Abbreviations reduce readability | `DR_Extract_Account_Details` |
122
+
123
+ ---
124
+
125
+ ## Version and Environment Conventions
126
+
127
+ Data Mapper names should be environment-agnostic. Do not include environment identifiers in the name:
128
+
129
+ ```
130
+ Bad: DR_Extract_Account_Details_DEV
131
+ Bad: DR_Extract_Account_Details_v2
132
+ Good: DR_Extract_Account_Details
133
+ ```
134
+
135
+ Use OmniStudio versioning (built into the platform) to manage iterations. The Data Mapper name stays constant across environments and versions.
136
+
137
+ ---
138
+
139
+ ## Character Limits and Restrictions
140
+
141
+ - Maximum name length: 80 characters
142
+ - Allowed characters: letters, numbers, underscores
143
+ - Must start with `DR_`
144
+ - No spaces, hyphens, or special characters
145
+ - PascalCase after each underscore delimiter
@@ -0,0 +1,5 @@
1
+ # Credits
2
+
3
+ Official Salesforce OmniStudio tooling for FlexCard metadata authoring and validation. Primary inspiration for the skill's data source binding patterns and definition structure.
4
+
5
+ ---
@@ -0,0 +1,325 @@
1
+ ---
2
+ name: building-omnistudio-flexcard
3
+ description: "OmniStudio FlexCard creation and validation with 130-point scoring. Use when building at-a-glance UI cards, configuring data source bindings to Integration Procedures, or reviewing existing FlexCard definitions for accessibility and performance. TRIGGER when: user creates FlexCards, configures data sources, designs card layouts, or asks about OmniUiCard metadata. DO NOT TRIGGER when: building OmniScripts (use building-omnistudio-omniscript), creating Integration Procedures (use building-omnistudio-integration-procedure), or analyzing dependencies (use analyzing-omnistudio-dependencies)."
4
+ license: MIT
5
+ metadata:
6
+ version: "1.0"
7
+ ---
8
+
9
+ # building-omnistudio-flexcard: OmniStudio FlexCard Creation and Validation
10
+
11
+ Expert OmniStudio engineer specializing in FlexCard UI components for Salesforce Industries. Generate production-ready FlexCard definitions that display at-a-glance information with declarative data binding, Integration Procedure data sources, conditional rendering, and proper SLDS (Salesforce Lightning Design System) styling. All FlexCards are validated against a **130-point scoring rubric** across 7 categories.
12
+
13
+ ## Scope
14
+
15
+ - **In scope**: Creating and validating OmniStudio FlexCard definitions (`OmniUiCard`); configuring Integration Procedure data sources; designing card layouts, states, and action buttons; scoring against the 130-point rubric; deployment and activation
16
+ - **Out of scope**: Building OmniScripts (use `building-omnistudio-omniscript`), creating Integration Procedures (use `building-omnistudio-integration-procedure`), mapping full dependency trees (use `analyzing-omnistudio-dependencies`), deploying metadata to org (use `deploying-metadata`)
17
+
18
+ ---
19
+
20
+ ## Core Responsibilities
21
+
22
+ 1. **FlexCard Authoring**: Design and build FlexCard definitions with proper layout, states, and field mappings
23
+ 2. **Data Source Binding**: Configure Integration Procedure data sources with correct field mapping and error handling
24
+ 3. **Test Generation**: Validate cards against multiple data states (populated, empty, error, multi-record)
25
+ 4. **Documentation**: Produce deployment-ready documentation with data source lineage and action mappings
26
+
27
+ ## Document Map
28
+
29
+ | Need | Document | Description |
30
+ |------|----------|-------------|
31
+ | **Best practices** | [references/best-practices.md](references/best-practices.md) | Layout patterns, SLDS, accessibility, performance |
32
+ | **Data binding** | [references/data-binding-guide.md](references/data-binding-guide.md) | IP sources, field mapping, conditional rendering |
33
+
34
+ ---
35
+
36
+ ## CRITICAL: Orchestration Order
37
+
38
+ FlexCards sit at the presentation layer of the OmniStudio stack. Ensure upstream components exist before building a FlexCard that depends on them.
39
+
40
+ ```
41
+ analyzing-omnistudio-dependencies → building-omnistudio-datamapper → building-omnistudio-integration-procedure → building-omnistudio-omniscript → building-omnistudio-flexcard (you are here)
42
+ ```
43
+
44
+ FlexCards consume data from Integration Procedures and can launch OmniScripts. Build the data layer first, then the presentation layer.
45
+
46
+ ---
47
+
48
+ ## Key Insights
49
+
50
+ | Insight | Detail |
51
+ |---------|--------|
52
+ | **Configuration fields** | `OmniUiCard` uses `DataSourceConfig` for data source bindings and `PropertySetConfig` for card layout, states, and actions. There is NO `Definition` field on `OmniUiCard` in Core namespace. |
53
+ | **Data source binding** | Data sources bind to Integration Procedures for live data; the IP must be active and deployed before the FlexCard can retrieve data |
54
+ | **Child card embedding** | FlexCards can embed other FlexCards as child cards, enabling composite layouts with shared or independent data sources |
55
+ | **OmniScript launching** | FlexCards can launch OmniScripts via action buttons, passing context data from the card's data source into the OmniScript's input |
56
+ | **Designer virtual object** | The FlexCard Designer uses `OmniFlexCardView` as a virtual list object (`/lightning/o/OmniFlexCardView/home`), separate from the `OmniUiCard` sObject where card records are stored. Cards created via API may not appear in "Recently Viewed" until opened in the Designer. |
57
+
58
+ ---
59
+
60
+ ## Workflow (5-Phase Pattern)
61
+
62
+ ### Phase 1: Requirements Gathering
63
+
64
+ Before building, clarify these with the stakeholder:
65
+
66
+ | Question | Why It Matters |
67
+ |----------|---------------|
68
+ | What is the card's purpose? | Determines layout type and data density |
69
+ | Which data sources are needed? | Identifies required Integration Procedures |
70
+ | What object context does it run in? | Determines record-level vs. list-level display |
71
+ | What actions should the card expose? | Drives button/link configuration and OmniScript integration |
72
+ | What layout best fits the use case? | Single card, list, tabbed, or flyout |
73
+ | Are there conditional display rules? | Fields or sections that appear/hide based on data values |
74
+
75
+ ### Phase 2: Design & Layout
76
+
77
+ Read `references/best-practices.md` for layout patterns, SLDS compliance, accessibility requirements, and performance guidance before designing.
78
+
79
+ #### Card Layout Options
80
+
81
+ | Layout Type | Use Case | Description |
82
+ |-------------|----------|-------------|
83
+ | **Single Card** | Record summary | One card displaying fields from a single record |
84
+ | **Card List** | Related records | Repeating cards bound to an array data source |
85
+ | **Tabbed Card** | Multi-context | Multiple states displayed as tabs within one card |
86
+ | **Flyout Card** | Detail on demand | Expandable detail panel triggered from a summary card |
87
+
88
+ #### Data Source Configuration
89
+
90
+ Each FlexCard data source connects to an Integration Procedure (or other source type) and maps response fields to display elements.
91
+
92
+ ```
93
+ FlexCard → Data Source (type: IntegrationProcedure)
94
+ → IP Name + Input Mapping
95
+ → Response Field Mapping → Card Elements
96
+ ```
97
+
98
+ - Map IP response fields to card display elements using `{datasource.fieldName}` merge syntax
99
+ - Configure input parameters to pass record context (e.g., `{recordId}`) to the IP
100
+ - Set data source order when multiple sources feed the same card
101
+
102
+ #### Action Button Design
103
+
104
+ | Action Type | Purpose | Configuration |
105
+ |-------------|---------|---------------|
106
+ | **Launch OmniScript** | Start a guided process | OmniScript Type + SubType, pass context params |
107
+ | **Navigate** | Go to record or URL | Record ID or URL template with merge fields |
108
+ | **Custom Action** | Platform event, LWC, etc. | Custom action handler with payload mapping |
109
+
110
+ #### Conditional Visibility
111
+
112
+ - Show/hide fields based on data values using visibility conditions
113
+ - Show/hide entire card states based on data source results
114
+ - Display empty-state messaging when data source returns no records
115
+
116
+ ### Phase 3: Generation & Validation
117
+
118
+ Read `references/data-binding-guide.md` for merge field syntax, data source types, and multi-source coordination before generating.
119
+ Read `references/scoring-rubric.md` for the full point-by-point breakdown when running the 130-point validation.
120
+
121
+ 1. Generate the FlexCard definition JSON
122
+ 2. Validate all data source references resolve to active Integration Procedures
123
+ 3. Run the 130-point scoring rubric (see Scoring section below)
124
+ 4. Verify merge field syntax matches IP response structure
125
+ 5. Check accessibility attributes on all interactive elements
126
+
127
+ ### Phase 4: Deployment
128
+
129
+ 1. Ensure all upstream Integration Procedures are deployed and active
130
+ 2. Run a dry-run check: use the `deploying-metadata` skill with `--dry-run` before committing
131
+ 3. Deploy the FlexCard metadata (`OmniUiCard`) — `sf project deploy start` is safe to re-run; it upserts existing records
132
+ 4. Activate the FlexCard in the target org
133
+ 5. Embed the FlexCard in the target Lightning page, OmniScript, or parent FlexCard
134
+ 6. **If deploy fails**: check error output for specific cause — common issues: upstream IP not deployed (`Cannot find OmniIntegrationProcedure`), missing namespace prefix (`Entity not found`), or FlexCard still in Draft status (activate before retrieving)
135
+
136
+ ### Phase 5: Testing
137
+
138
+ Test each FlexCard against multiple data scenarios:
139
+
140
+ | Scenario | What to Verify |
141
+ |----------|---------------|
142
+ | **Populated data** | All fields render correctly, merge fields resolve |
143
+ | **Empty data** | Empty-state message displays, no broken merge fields |
144
+ | **Error state** | Graceful handling when IP returns an error or times out |
145
+ | **Multi-record** | Card list renders correct number of items, pagination works |
146
+ | **Action buttons** | OmniScript launches with correct pre-populated data |
147
+ | **Conditional fields** | Visibility rules toggle correctly based on data values |
148
+ | **Mobile** | Card layout adapts to smaller viewport widths |
149
+
150
+ ---
151
+
152
+ ## Generation Guardrails
153
+
154
+ Avoid these patterns when generating FlexCard definitions:
155
+
156
+ | Anti-Pattern | Why It's Wrong | Correct Approach |
157
+ |--------------|---------------|-----------------|
158
+ | Referencing non-existent IP data sources | Card fails to load data at runtime | Verify IP exists and is active before binding |
159
+ | Hardcoded colors in styles | Breaks SLDS theming and dark mode | Use SLDS design tokens and CSS custom properties |
160
+ | Missing accessibility attributes | Fails WCAG compliance | Add `aria-label`, `role`, and keyboard handlers |
161
+ | Excessive nested child cards | Performance degrades with deep nesting | Limit to 2 levels of nesting; flatten where possible |
162
+ | Ignoring empty states | Broken UI when data source returns no records | Configure explicit empty-state messaging |
163
+ | Hardcoded record IDs | Card breaks across environments | Use merge fields and context-driven parameters |
164
+
165
+ ---
166
+
167
+ ## Scoring Rubric (130 Points)
168
+
169
+ All FlexCards are validated against 7 categories. **Thresholds**: ✅ 90+ (Deploy) | ⚠️ 67-89 (Review) | ❌ <67 (Block - fix required)
170
+
171
+ | Category | Points | Criteria |
172
+ |----------|--------|----------|
173
+ | **Design & Layout** | 25 | Appropriate layout type, logical field grouping, responsive design, consistent spacing, clear visual hierarchy |
174
+ | **Data Binding** | 20 | Correct IP references, proper merge field syntax, input parameter mapping, multi-source coordination |
175
+ | **Actions & Navigation** | 20 | Action buttons configured correctly, OmniScript launch params mapped, navigation targets valid, action labels descriptive |
176
+ | **Styling** | 20 | SLDS tokens used (no hardcoded colors), consistent typography, proper use of card/tile patterns, dark mode compatible |
177
+ | **Accessibility** | 15 | `aria-label` on interactive elements, keyboard navigable actions, sufficient color contrast, screen reader friendly field labels |
178
+ | **Testing** | 15 | Verified with populated data, empty state, error state, multi-record scenario, and mobile viewport |
179
+ | **Performance** | 15 | Data source calls minimized, child card nesting limited (max 2 levels), no redundant IP calls, lazy loading for non-visible states |
180
+
181
+ Read `references/scoring-rubric.md` for the full per-criterion breakdown of all 7 categories.
182
+
183
+ ---
184
+
185
+ ## CLI Commands
186
+
187
+ Read `scripts/flexcard-commands.sh` for all FlexCard CLI commands (query, retrieve, deploy). Replace `<org>` with your org alias and `<Name>` with the FlexCard API name.
188
+
189
+ ---
190
+
191
+ ## Data Source Binding
192
+
193
+ ### FlexCard Data Source Configuration
194
+
195
+ The `DataSourceConfig` field on `OmniUiCard` contains the data source bindings as JSON. The `PropertySetConfig` field contains the card layout, states, and field definitions.
196
+
197
+ > **IMPORTANT**: There is NO `Definition` field on `OmniUiCard` in Core namespace. Use `DataSourceConfig` for data sources and `PropertySetConfig` for layout.
198
+
199
+ Read `assets/omni-ui-card.json` for the complete OmniUiCard record template including the `DataSourceConfig` JSON structure.
200
+
201
+ ### Data Source Types
202
+
203
+ | Type | `dataSource.type` | When to Use |
204
+ |------|-------------------|-------------|
205
+ | **Integration Procedure** | `IntegrationProcedures` (plural, capital P) | Primary pattern; calls an IP for live data |
206
+ | **SOQL** | `SOQL` | Direct query (use sparingly; prefer IP for abstraction) |
207
+ | **Apex Remote** | `ApexRemote` | Custom Apex class invocation |
208
+ | **REST** | `REST` | External API call via Named Credential |
209
+ | **Custom** | `Custom` | Custom data provider (pass JSON body directly) |
210
+
211
+ ### Field Mapping from IP Response
212
+
213
+ Map IP response fields to card display elements using merge field syntax:
214
+
215
+ ```
216
+ IP Response: FlexCard Merge Field:
217
+ ───────────── ─────────────────────
218
+ { "Name": "Acme Corp" } → {Name}
219
+ { "Account": { → {Account.Name}
220
+ "Name": "Acme Corp"
221
+ }
222
+ }
223
+ { "records": [ → {records[0].Name} (single)
224
+ { "Name": "Acme" } or iterate with Card List layout
225
+ ]
226
+ }
227
+ ```
228
+
229
+ ### Input Parameter Mapping
230
+
231
+ Pass context from the hosting page into the IP data source:
232
+
233
+ | Context Variable | Source | Example |
234
+ |-----------------|--------|---------|
235
+ | `{recordId}` | Current record page | Pass to IP to query related data |
236
+ | `{userId}` | Running user | Filter data by current user |
237
+ | `{param.customKey}` | URL parameter or parent card | Pass from parent FlexCard or URL |
238
+
239
+ ---
240
+
241
+ ## Cross-Skill Integration
242
+
243
+ | Skill | Relationship to building-omnistudio-flexcard |
244
+ |-------|---------------------------|
245
+ | **building-omnistudio-integration-procedure** | Build the IP data sources that FlexCards consume |
246
+ | **building-omnistudio-omniscript** | Build the OmniScripts that FlexCard action buttons launch |
247
+ | **building-omnistudio-datamapper** | Build DataRaptors/DataMappers that IPs use under the hood |
248
+ | **analyzing-omnistudio-dependencies** | Analyze dependency chains across FlexCards, IPs, and OmniScripts |
249
+ | **deploying-metadata** | Deploy FlexCard metadata along with upstream dependencies |
250
+ | **generating-lwc-components** | Build custom LWC components embedded within FlexCards |
251
+
252
+ ---
253
+
254
+ ## Gotchas
255
+
256
+ | Scenario | Handling |
257
+ |----------|---------|
258
+ | **Empty data** | Configure an explicit empty-state with a user-friendly message; do not show raw "No data" or blank card |
259
+ | **Error states** | Display a meaningful error message when the IP data source fails; log the error for debugging |
260
+ | **Mobile responsiveness** | Use single-column layout for mobile; avoid horizontal scrolling; test at 320px viewport width |
261
+ | **Long text values** | Truncate with ellipsis and provide a flyout or tooltip for full text |
262
+ | **Large record sets** | Use card list with pagination; limit initial load to 10-25 records |
263
+ | **Null field values** | Use conditional visibility to hide fields with null values rather than showing empty labels |
264
+ | **Mixed data freshness** | When multiple data sources have different refresh rates, display a "last updated" indicator |
265
+
266
+ ---
267
+
268
+ ## FlexCard vs LWC Decision Guide
269
+
270
+ | Factor | FlexCard | LWC |
271
+ |--------|----------|-----|
272
+ | **Build method** | Declarative (drag-and-drop) | Code (JS, HTML, CSS) |
273
+ | **Data binding** | Integration Procedure merge fields | Wire service, Apex, GraphQL |
274
+ | **Best for** | At-a-glance information display | Complex interactive UIs |
275
+ | **Testing** | Manual + data state verification | Jest unit tests + manual |
276
+ | **Customization** | Limited to OmniStudio framework | Full platform flexibility |
277
+ | **Reuse** | Embed as child cards | Import as child components |
278
+ | **When to choose** | Standard card layouts with IP data | Custom behavior, animations, complex state |
279
+
280
+ ---
281
+
282
+ ## Dependencies
283
+
284
+ **Required**: Target org with OmniStudio (Industries Cloud) license, `sf` CLI authenticated
285
+ **For Data Sources**: Active Integration Procedures deployed to the target org
286
+ **For Actions**: Active OmniScripts deployed (if action buttons launch OmniScripts)
287
+ **Scoring**: Block deployment if score < 67
288
+
289
+ **Idempotency**: `sf project deploy start` upserts metadata — safe to re-run without creating duplicates. Query first to confirm current state: see `scripts/flexcard-commands.sh`.
290
+
291
+ **Namespace handling**: In managed-package orgs, the metadata type may be prefixed (e.g., `omnistudio__OmniUiCard`). Check `sfdx-project.json` for the namespace. See `scripts/flexcard-commands.sh` for the namespaced deploy command.
292
+
293
+ **Creating FlexCards programmatically**: Use REST API (`sf api request rest --method POST --body @file.json`). Required fields: `Name`, `VersionNumber`, `OmniUiCardType` (e.g., `Child`). Set `DataSourceConfig` (JSON string) for data source bindings and `PropertySetConfig` (JSON string) for card layout. The `sf data create record --values` flag cannot handle JSON in textarea fields. Activate by updating `IsActive=true` after creation.
294
+
295
+ ---
296
+
297
+ ## Output Expectations
298
+
299
+ Deliverables produced by this skill:
300
+
301
+ - **FlexCard JSON definition** (`assets/omni-ui-card.json` template) — `OmniUiCard` record ready for REST API creation or metadata deployment
302
+ - **Data source binding block** — `DataSourceConfig` JSON mapping Integration Procedure inputs and response fields to card elements
303
+ - **Card layout config** — `PropertySetConfig` JSON defining card states, field display, conditional visibility, and action buttons
304
+ - **Validation report** — 130-point score across 7 categories with deploy/review/block threshold result
305
+ - **Deployment checklist** — confirms upstream IPs are active, FlexCard is activated, and embedded in target Lightning page or parent FlexCard
306
+
307
+ ---
308
+
309
+ ## External References
310
+
311
+ - **OmniStudio FlexCards** (Trailhead) — Official learning module for FlexCard fundamentals and guided setup
312
+ - **OmniStudio Developer Guide** — Technical reference for FlexCard metadata, data source configuration, and component properties
313
+ - **Salesforce Industries Documentation** — FlexCard configuration guide covering layout, states, and actions
314
+
315
+ ---
316
+
317
+ ## Reference File Index
318
+
319
+ | File | When to read |
320
+ |------|-------------|
321
+ | `assets/omni-ui-card.json` | Phase 3 — Generation: OmniUiCard record template including DataSourceConfig JSON structure |
322
+ | `references/best-practices.md` | Phase 2 — Layout patterns, SLDS compliance, accessibility requirements, and performance guidance |
323
+ | `references/data-binding-guide.md` | Phase 2-3 — Data source types, merge field syntax, input parameter mapping, and multi-source coordination |
324
+ | `references/scoring-rubric.md` | Phase 3 — Full per-criterion breakdown of all 7 scoring categories (130 points) |
325
+ | `scripts/flexcard-commands.sh` | Phase 4 — All CLI commands for querying, retrieving, and deploying FlexCard metadata |
@@ -0,0 +1,10 @@
1
+ {
2
+ "Name": "{{CardName}}",
3
+ "VersionNumber": 1,
4
+ "OmniUiCardType": "Child",
5
+ "IsActive": false,
6
+ "Description": "{{Description}}",
7
+ "DataSourceConfig": "{\"dataSource\":{\"type\":\"IntegrationProcedures\",\"value\":{\"ipMethod\":\"{{IPType}}_{{IPSubType}}\",\"vlocityAsync\":false,\"inputMap\":{\"recordId\":\"{recordId}\"},\"resultVar\":\"\"},\"orderBy\":{\"name\":\"\",\"isReverse\":\"\"},\"contextVariables\":[]}}",
8
+ "PropertySetConfig": "{\"states\":[{\"conditions\":{\"group\":[],\"id\":\"state-condition-object\",\"operator\":\"\"},\"fields\":[],\"id\":\"state-id-0\",\"isSmartAction\":false,\"name\":\"Active\",\"smartAction\":{},\"styleObject\":{\"class\":\"slds-card\",\"container\":{\"class\":\"slds-card\"}}}],\"title\":\"{{CardTitle}}\",\"iconName\":\"\",\"theme\":\"\",\"isFlyout\":false,\"datasource\":{\"contextVariables\":[],\"orderBy\":{},\"type\":\"\"}}",
9
+ "AuthorName": "{{AuthorName}}"
10
+ }