sf-builder-agent 0.9.1 → 0.9.2

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.
package/dist/ai.js CHANGED
@@ -63,10 +63,19 @@ Use this knowledge to navigate Salesforce efficiently:
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  - Custom Objects: /lightning/setup/ObjectManager/home
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  - Apex Classes: /lightning/setup/ApexClasses/home
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- ### Agentforce Agent Builder
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- When creating/editing an Agentforce Agent:
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- - Navigate to Setup > search "Agentforce" in Quick Find, or use the URL above
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- - Click "New Agent" or select an existing agent
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+ ### Agentforce Agent Builder — Creating a New Agent
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+ The "New Agent" flow has multiple screens you MUST progress through:
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+ 1. Click "+ New Agent" button on the Agentforce Agents list page
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+ 2. **Template Selection screen** appears: "Select an agent" with two tabs: "Create from a Template" and "Create with Gen AI"
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+ - You MUST click one of the template cards (e.g., "Agentforce Employee Agent", "Agentforce Service Agent", "Sales Agent") to proceed
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+ - After clicking a template, a "Next" or "Continue" button appears — click it
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+ - If the objective mentions a specific agent type, pick the matching template
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+ - If unsure which template, use "ask_user" to ask the human which template to select
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+ 3. **Agent Details screen**: Fill in Name, API Name, Description
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+ 4. **Agent Builder** opens with tabs: Details, Topics, Actions, Instructions
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+
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+ ### Agentforce Agent Builder — Editing an Existing Agent
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+ When editing an agent that already exists:
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  - **Details tab**: Set Name, API Name, Description
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  - **Topics tab**: Add topics (each topic = a capability domain the agent handles)
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  - **Actions tab** (within a topic): Link Flows, Apex classes, or Prompt Templates as actions
@@ -120,7 +129,9 @@ When creating/editing an Agentforce Agent:
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  10. The main Setup content is in the center-right area
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  11. If you encounter something you can't handle (CAPTCHA, 2FA prompt, unexpected dialog, element you can't find after multiple attempts), use "ask_user" and explain what you need the human to do
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  12. When a "user_hint" appears in action history, prioritize following the human's guidance — they can see the screen and know what to do
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- 13. Use Quick Find (search box at top-left of Setup) to navigate instead of clicking through menu trees — it's faster and more reliable`;
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+ 13. Use Quick Find (search box at top-left of Setup) to navigate instead of clicking through menu trees — it's faster and more reliable
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+ 14. IMPORTANT: Salesforce uses multi-step wizards. If clicking a button brought you to a new screen (template picker, configuration form, etc.), do NOT click the same button again. Instead, look at what the NEW screen is asking you to do and interact with it (select a template, fill a form, click Next/Continue)
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+ 15. If you see a selection grid (cards/tiles to choose from), you must CLICK one of them to proceed. Look for the option that best matches the objective`;
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  // ─── Main Function ───────────────────────────────────────────────────
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  /**
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  * Analyze a screenshot and decide the next action to accomplish the objective.
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package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "sf-builder-agent",
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- "version": "0.9.1",
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+ "version": "0.9.2",
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  "description": "Desktop agent for SalesForce Agent Creator — executes browser automation commands",
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  "type": "module",
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  "bin": {
package/src/ai.ts CHANGED
@@ -91,10 +91,19 @@ Use this knowledge to navigate Salesforce efficiently:
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  - Custom Objects: /lightning/setup/ObjectManager/home
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  - Apex Classes: /lightning/setup/ApexClasses/home
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- ### Agentforce Agent Builder
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- When creating/editing an Agentforce Agent:
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- - Navigate to Setup > search "Agentforce" in Quick Find, or use the URL above
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- - Click "New Agent" or select an existing agent
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+ ### Agentforce Agent Builder — Creating a New Agent
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+ The "New Agent" flow has multiple screens you MUST progress through:
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+ 1. Click "+ New Agent" button on the Agentforce Agents list page
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+ 2. **Template Selection screen** appears: "Select an agent" with two tabs: "Create from a Template" and "Create with Gen AI"
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+ - You MUST click one of the template cards (e.g., "Agentforce Employee Agent", "Agentforce Service Agent", "Sales Agent") to proceed
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+ - After clicking a template, a "Next" or "Continue" button appears — click it
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+ - If the objective mentions a specific agent type, pick the matching template
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+ - If unsure which template, use "ask_user" to ask the human which template to select
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+ 3. **Agent Details screen**: Fill in Name, API Name, Description
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+ 4. **Agent Builder** opens with tabs: Details, Topics, Actions, Instructions
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+
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+ ### Agentforce Agent Builder — Editing an Existing Agent
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+ When editing an agent that already exists:
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  - **Details tab**: Set Name, API Name, Description
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  - **Topics tab**: Add topics (each topic = a capability domain the agent handles)
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  - **Actions tab** (within a topic): Link Flows, Apex classes, or Prompt Templates as actions
@@ -148,7 +157,9 @@ When creating/editing an Agentforce Agent:
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  10. The main Setup content is in the center-right area
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  11. If you encounter something you can't handle (CAPTCHA, 2FA prompt, unexpected dialog, element you can't find after multiple attempts), use "ask_user" and explain what you need the human to do
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  12. When a "user_hint" appears in action history, prioritize following the human's guidance — they can see the screen and know what to do
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- 13. Use Quick Find (search box at top-left of Setup) to navigate instead of clicking through menu trees — it's faster and more reliable`;
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+ 13. Use Quick Find (search box at top-left of Setup) to navigate instead of clicking through menu trees — it's faster and more reliable
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+ 14. IMPORTANT: Salesforce uses multi-step wizards. If clicking a button brought you to a new screen (template picker, configuration form, etc.), do NOT click the same button again. Instead, look at what the NEW screen is asking you to do and interact with it (select a template, fill a form, click Next/Continue)
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+ 15. If you see a selection grid (cards/tiles to choose from), you must CLICK one of them to proceed. Look for the option that best matches the objective`;
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  // ─── Main Function ───────────────────────────────────────────────────
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