Data360AgentforceSolutionKitRetail

Automate complete Agent deployment workflow for Data360 Retail Solution Kit using Salesforce CLI. Creates agent user via Apex, updates bot-meta.xml, deploys agents package, assigns permission sets, and activates agent. NO browser automation, CLI-only workflow. Use when user wants to setup agents, configure agents, deploy DIY_Employee_Agent, or activate Agentforce agents.

Create single or multiple Agentforce Data Libraries (ADL) with PDF file uploads. Handles library creation, AWS S3 file upload via presigned URL, and indexing. Supports batch creation of multiple libraries. Uses correct Einstein API endpoint (/einstein/data-libraries, NOT /connect/einstein). Use when user wants to create data libraries for Agentforce grounding with documents.

Assign DIY Store Front App permission to current user via Permission Sets and Apex automation, then activate Retail_Account_Record_page as the org-default View page for the Account object via Metadata API. Uses SF CLI apex run + project retrieve/deploy - no browser automation.

Deploy base Retail Solution Kit metadata using Salesforce CLI. Clones repo if needed, deploys diy-base metadata, assigns permission sets, activates price books, imports sample data, and executes Apex scripts. CLI-only workflow with no browser automation.

Creates Salesforce Commerce B2C CMS workspaces via Connect API, retrieves CMS channels, adds them to the workspace, and uploads product images. Use when the user wants to "create a CMS workspace", "set up B2C workspace", "create Commerce workspace with channels", "add CMS channels to workspace", "upload images to CMS", or mentions Salesforce Commerce Cloud CMS workspace setup. Handles authentication via Salesforce CLI org alias, workspace creation, channel retrieval, channel association, and image upload through Connect API endpoints.

Automate Data Cloud Copy Field sync for Contact object using Playwright browser automation. Syncs Average Order Value Lifetime, Average Purchase Value, Customer Lifespan, Customer Lifetime Value, and Unified Contact Profile Information. Uses MCP Playwright tools only. Use when user wants to sync copy fields, start field sync, or configure Data Cloud copy fields.

Create Data Cloud Individual Retrievers with no code using REST API. Automatically creates BOTH retrievers (DIY_Bathroom Retriever and Building_a_Deck Retriever) when invoked. Accepts org alias as parameter. Uses Salesforce Connect REST API only (curl + bash + python3). Use when user wants to create retrievers, setup Individual Retrievers, or configure Data Cloud retrievers.

Automate creation of Data Cloud Related Lists on Contact object using Playwright browser automation. Creates Customer Affinities related list with proper configuration, then triggers a Full Refresh on Account_Home and Contact_Home Data Streams in the same browser session (fire-and-forget — no SOQL polling). Uses MCP Playwright tools only. Use when user wants to create Data Cloud related list, add related list to Contact, or configure Data Cloud relationships.

Deploy Data360 Retail Data Kit using Salesforce Connect REST API with async mode. Triggers Data Kit installation after metadata deployment. Returns job ID for monitoring. Requires metadata deployment completed first (612 components). Use when user wants to deploy data kit via API, trigger data kit installation, or activate data kit after metadata deployment.

Deploy Data360 Retail Data Kit metadata components (diy-datacloud) to a Salesforce org. Deploys 612 metadata components including DataPackageKitDefinitions, DataPackageKitObjects, dataSourceBundleDefinitions, DLO objects, and supporting metadata. Handles KeyQualifier field cleanup, managed DLO filtering, and deployment retries. Use when user wants to deploy retail data kit metadata, deploy diy-datacloud folder, or install data kit metadata components.

Upload CSV files to Data Cloud Data Stream File Upload connectors using Playwright browser automation with an Aura-layer payload interceptor (Path A) that strips Salesforce-restricted advancedAttributes keys (isDataStreamConfigValid, delimiter) from /aura POSTs in flight. Handles Customer Affinities, Website Customer, POS Customer, and Customer Engagement Feed data streams. The interceptor is required because Salesforce rejects those keys for File-Upload data streams; without it, every Deploy click fails server-side. Uses MCP Playwright tools only. All files this skill creates are deleted on both success and failure paths. Use when user wants to upload files to Data Streams, update Data Stream files, or refresh Data Stream data.

Configure a Salesforce Embedded Service (Agentforce Service Agent) deployment for use on an external website. Built incrementally — currently covers Step 1: Enable Messaging Channel (LiveMessageSettings.enableLiveMessage = true via Metadata API), Step 2: Register Site Domain (Visualforce a4j POST against /udd/Site/customSubdomain.apexp accepting Sites Terms of Use), Step 3: Install Embedded Service Package + Activate Messaging Channel (sf project deploy start -d diy-embeddedservice + sf apex run -f scripts/apex/activateMessagingChannel.apex), Step 4: Trusted Domains for Inline Frames (Metadata API CustomSite deploy sets the ESW_ESA Site iframe whitelist to exactly one host-only entry — the Experience Cloud Sites Domain `<prefix>.my.site.com`), Step 5: Publish ESA Web Deployment (Playwright MCP — log in, navigate directly to /lightning/setup/EmbeddedServiceDeployments/<EmbeddedServiceConfigId>/view where the Id is looked up via Tooling SOQL on EmbeddedServiceConfig.DeveloperName='ESA_Web_Deployment', click the

Setup Experience Cloud Commerce Store (LWR) site and activate it. Auto-executes site creation, monitors job status, and activates - no user interaction or confirmation needed.

Automate Salesforce org feature enablement using Metadata API for Promotion Attribute, Data Cloud, Einstein, Agentforce, and Person Account. Uses Playwright MCP only for the Data Cloud Architect permission set step.

Use this skill when the user asks to create intelligent context for any document. Authenticates to Salesforce org using REST API and processes documents to create searchable intelligent context. Trigger when user mentions "create intelligent context", "index documents", or wants to set up document search capabilities.

Automate adding Einstein retrievers to AI prompt templates using Salesforce CLI. Queries org for retriever API names via REST API, updates prompt template XML files with correct retriever references, increments version numbers, and deploys to org. NO browser automation, CLI-only workflow. Use when user wants to add retrievers to prompt templates, update prompt templates with retrievers, or configure AI prompt template retrievers.

Refresh Data Cloud components in sequence: Identity Resolution, Calculated Insights (5 insights), and Segment. Queries Data Cloud for component IDs and triggers refresh via Connect REST API. Refreshes 'Unified Customer' IR, 5 calculated insights (CLV, AOV, etc.), and 'Power Buyer Program Members' segment. Use when user wants to refresh data cloud components, trigger IR/CI/Segment refresh, or update data cloud calculations.

Automate Data Cloud Data Stream refresh using Playwright browser automation. Refreshes all specified Data Streams (Account_Home, Contact_Home, Product2_Home, etc.) sequentially and verifies success. Uses MCP Playwright tools only. Use when user wants to refresh data streams, update data streams, or sync data streams.

Configure ALL Experience Cloud site branding (Site Logo + Background/Left/Right Banner Images + Embedded Messaging chat icon) in ONE retrieve + ONE deploy + ONE publish. Stripping any stale chat-icon placements anywhere outside the canonical layout footer is part of the same single-deploy operation. Use when the user wants to: 'configure site images', 'set site logo', 'update banner images', 'place embedded messaging icon in storefront footer', 'add chat icon to storefront footer', 'remove duplicate chat icons', 'embed service agent on storefront', 'publish storefront with chat icon'.

Links images from the "DIYStoreFront CMS" workspace to Product2 records in the DIYStorefront B2B WebStore by creating ProductMedia rows (one in "Product Detail Images" and one in "Product List Image" per match), then publishes the DIYStorefront Experience Cloud community, then rebuilds the commerce search index and reports its status. Use this skill when the user wants to "link CMS images to products", "attach CMS content to Product2", "upload images from CMS workspace to product", "publish the DIYStorefront site", "deploy experience cloud changes", "update search index", "rebuild storefront search", or otherwise wire up CMS images and roll the changes out to shoppers. Authenticates via a user-provided Salesforce CLI org alias and dynamically retrieves the CMS workspace ID, WebStore ID, ProductCatalogId, Product2 list, ManagedContentVariant records, ElectronicMediaGroup IDs, and Experience Cloud community ID at runtime.