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forcedotcom/generating-flow

Génère des flows Salesforce (Screen, Autolaunched, Record-Triggered, Scheduled) via l'outil MCP execute_metadata_action. À utiliser pour toute demande de création, construction ou génération de flow, y compris les demandes liées à l'automatisation ou aux métadonnées XML de flow.

Qu'est-ce que generating-flow ?

Cette compétence permet à un agent IA (comme Claude Code, Cursor ou Codex) de générer des flows Salesforce directement à partir d'une demande utilisateur, en utilisant l'outil MCP `execute_metadata_action`. Elle couvre tous les types de flows principaux : Screen, Autolaunched, Record-Triggered (avant/après enregistrement) et Scheduled. L'agent doit déclencher cette compétence dès que l'utilisateur exprime le besoin de créer, construire ou générer un flow, ou pour des formulations équivalentes comme « quand un enregistrement est créé », « déclenchement quotidien à », « envoyer un email quand », « mettre à jour le champ quand », « automatiser », « workflow » ou « flow XML/métadonnées ». C'est la seule compétence dédiée à la génération de flows Salesforce, car elle centralise la logique de création et de déploiement des métadonnées de flow via l'API Metadata. Son utilisation garantit une approche cohérente et standardisée pour automatiser les processus métier dans Salesforce.

Compatible avec~Claude Code~Codex CLI~Cursor

Part ofAgent Workflows

npx skills add https://github.com/forcedotcom/afv-library/tree/main/skills/generating-flow

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Documentation

Que fait generating-flow ?

Génère des flows Salesforce à l'aide de l'outil MCP execute_metadata_action. À utiliser lorsque l'utilisateur demande de créer, construire ou générer un flow — y compris Screen, Autolaunched, Record-Triggered (avant/après enregistrement), Scheduled. Déclenchez également cette compétence pour des demandes similaires comme « quand un enregistrement est créé », « déclenchement quotidien à », « envoyer un email quand », « mettre à jour le champ quand », « automatiser », « workflow », ou « flow XML/métadonnées ». C'est la seule compétence pour la génération de flows Salesforce.

Individual skills in this repo

This repo contains 20 individual skills — each has its own dedicated page.

forcedotcom/building-ui-bundle-app

MUST activate when the user wants to build, create, or generate a React application, React app, web application, single-page application (SPA), or frontend application — even if no project files exist yet. MUST also activate when the project contains a uiBundles/*/src/ directory or sfdx-project.json and the prompt says create, build, construct, or generate a new app, site, or page from scratch — even if the prompt also describes visual styling. MUST also activate when the task spans more than one ui-bundle skill. Use this skill when building a complete app end-to-end. Do NOT use for Lightning Experience apps with custom objects (use generating-lightning-app). Do NOT use for single-concern edits to an existing page (use building-ui-bundle-frontend).

forcedotcom/building-ui-bundle-frontend

MUST activate before editing ANY file under uiBundles/*/src/ for visual or UI changes to an EXISTING app — pages, components, sections, layout, styling, colors, fonts, navigation, animations, or any look-and-feel change. Use this skill when modifying pages, components, layout, styling, or navigation in an existing UI bundle app. Activate when the project contains appLayout.tsx, routes.tsx, src/pages/, src/components/, or global.css. This skill contains critical project-specific conventions (appLayout.tsx shell, shadcn/ui components, Tailwind CSS, Salesforce base-path routing, module restrictions) that override general knowledge. Without this skill, generated code will use wrong imports, break routing, or ignore project structure. Do NOT use when creating a new app from scratch (use building-ui-bundle-app instead).

forcedotcom/creating-b2b-commerce-store

Interactive workflow to create Commerce B2B Stores and retrieve storefront metadata. Use when users want to: create B2B Commerce stores, build Commerce storefronts, set up B2B stores from Vibes, retrieve Commerce metadata, deploy Commerce experiences, work with DigitalExperienceBundle for Commerce.

forcedotcom/deploying-ui-bundle

MUST activate when the project contains a uiBundles/*/src/ directory or sfdx-project.json and the task involves deploying, pushing to an org, or post-deploy setup. Use this skill when deploying a UI bundle app to a Salesforce org. Covers the full deployment sequence: org authentication, pre-deploy build, metadata deployment, permission set assignment, data import, GraphQL schema fetch, and codegen. Activate when files like *.uibundle-meta.xml or sfdx-project.json exist and the user mentions deploying, pushing, org setup, or post-deploy tasks.

forcedotcom/developing-agentforce

Build, modify, debug, and deploy agents with Agentforce Agent Script. TRIGGER when: user creates, modifies, or asks about .agent files or aiAuthoringBundle metadata; changes agent behavior, responses, or conversation logic; designs agent actions, tools, subagents, or flow control; writes or reviews an Agent Spec; previews, debugs, deploys, publishes, or tests agents; uses Agent Script CLI commands (sf agent generate/preview/publish/test). DO NOT TRIGGER when: Apex development, Flow building, Prompt Template authoring, Experience Cloud configuration, or general Salesforce CLI tasks unrelated to Agent Script.

forcedotcom/generating-apex

Primary Apex authoring skill for class generation, refactoring, and review. ALWAYS ACTIVATE when the user mentions Apex, .cls, triggers, or asks to create/refactor a class (service, selector, domain, batch, queueable, schedulable, invocable, DTO, utility, interface, abstract, exception, REST resource). Use this skill for requests involving SObject CRUD, mapping collections, fetching related records, scheduled jobs, batch jobs, trigger design, @AuraEnabled controllers, @RestResource endpoints, custom REST APIs, or code review of existing Apex.

forcedotcom/generating-apex-test

Generate and validate Apex test classes with TestDataFactory patterns, bulk testing (251+ records), mocking strategies, assertion best practices, and disciplined test-fix loops. Use this skill when creating new Apex test classes, improving test coverage, debugging and fixing failing Apex tests, running test execution and coverage analysis, or implementing testing patterns for triggers, services, controllers, batch jobs, queueables, and integrations. Triggers on *Test.cls, *_Test.cls files, sf apex run test workflows, coverage reports, test-fix loops. Do NOT trigger for production Apex code (use generating-apex) or Jest/LWC tests.

forcedotcom/generating-custom-application

Use this skill when users need to create or configure tab-based Salesforce Custom Applications with navigation, branding, and action overrides. Trigger when users mention custom apps, application metadata, app navigation, or organizing tabs into applications. Use when users want to create app containers for tabs and pages. Do NOT use when the goal is hosting a React UI bundle in the App Launcher — use generating-ui-bundle-custom-app for that case.

forcedotcom/generating-custom-field

Use this skill when users need to create, generate, or validate Salesforce Custom Field metadata. Trigger when users mention custom fields, field types, Roll-up Summary fields, Master-Detail relationships, Lookup relationships, formula fields, picklists, or field metadata. Also use when users encounter field deployment errors, especially around Roll-up Summary format, Master-Detail constraints, or formula issues. Always use this skill for any custom field metadata work, field generation, or field troubleshooting.

forcedotcom/generating-custom-lightning-type

Use this skill when users need to create Custom Lightning Types (CLTs) for Einstein Agent actions or structured input/output schemas. Trigger when users mention CLT, Custom Lightning Types, Custom Lightning Types (CLTs) with widget/mosaic/fragment rendition/renderer, JSON schemas for agents, type definitions, lightning__objectType, or editor/renderer configurations. When widget renditions are requested, you MUST first read the widget-rendition.md reference file in this skill's references/ directory and follow its complete workflow. This is complex - always use this skill for CLT work.

forcedotcom/generating-custom-object

Use this skill when users need to create, generate, or validate Salesforce Custom Object metadata. Trigger when users mention custom objects, creating objects, object metadata, .object files, sharing models, name fields, or validation rules on objects. Also use when users say things like "create a custom object", "generate object metadata", "set up an object for...", or when they're troubleshooting object deployment errors especially around sharing models and Master-Detail relationships. Always use this skill for any custom object metadata work.

forcedotcom/generating-custom-tab

Use this skill when users need to create or configure Salesforce Custom Tabs. Trigger when users mention tabs, navigation tabs, object tabs, web tabs, Visualforce tabs, Lightning component tabs, app page tabs, or tab configuration. Also use when users want to add navigation to custom objects, create tabs for external content, or set up Lightning page tabs. Always use this skill for any custom tab work.

forcedotcom/generating-flexipage

Use this skill when users need to create, generate, modify, or validate Salesforce Lightning pages (FlexiPages). Trigger when users mention RecordPage, AppPage, HomePage, Lightning pages, page layouts, adding components to pages, or page customization. Also use when users say things like 'create a Lightning page', 'add a component to a page', 'customize the record page', 'generate a FlexiPage', or when they're working with FlexiPage XML files and need help with components, regions, or deployment errors. Always use this skill for any FlexiPage-related work, even if they just mention 'page' in the context of Salesforce.

forcedotcom/generating-lightning-app

Build complete Salesforce Lightning Experience applications from natural language descriptions. Use this skill when a user requests a "complete app", "Lightning app", "business solution", "management system", or describes a scenario requiring multiple interconnected Salesforce components (objects, fields, pages, tabs, security). Orchestrates all required metadata types in proper dependency order to produce a deployable application.

forcedotcom/generating-list-view

Use this skill when users need to create, generate, or validate Salesforce List View metadata. Trigger when users mention list views, filtered record lists, creating views, setting up record columns, filtering records by criteria, or ask about list view visibility. Also use when users say things like "I need a view that shows...", "filter records by...", "create a list view for...", or when they're working with ListView XML files and need validation or troubleshooting.

forcedotcom/generating-permission-set

Generates correct, deployable Salesforce permission set metadata (PermissionSet XML) with object, field, user, and app permissions. Use this skill when creating or editing permission set metadata, object permissions, field-level security (FLS), tab visibility, or deploying permission sets.

forcedotcom/generating-ui-bundle-features

MUST activate when the project contains a uiBundles/*/src/ directory and the user wants to add authentication or search to their app. Use this skill when adding authentication or search to a UI bundle app. Only covers two features: authentication (login, logout, protected routes, session management) and search (global search across pages and content). Always use this skill for these two features instead of building from scratch.

forcedotcom/generating-ui-bundle-metadata

MUST activate when the project contains a uiBundles/*/src/ directory and scaffolding a new UI bundle or app, or when editing ui-bundle.json, .uibundle-meta.xml, or CSP trusted site files. Use this skill when scaffolding with sf template generate ui-bundle, configuring ui-bundle.json (routing, headers, outputDir), or registering CSP Trusted Sites. Activate when the task involves files matching *.uibundle-meta.xml, ui-bundle.json, or cspTrustedSites/*.cspTrustedSite-meta.xml.

forcedotcom/generating-ui-bundle-site

MUST activate when the project contains a uiBundles/*/src/ directory and the task involves creating or configuring site infrastructure. Use this skill when creating or configuring a Salesforce Digital Experience Site for hosting a UI bundle. Activate when files matching digitalExperiences/, networks/, customSite/, or DigitalExperienceBundle exist and need modification, or when the user wants to publish, host, or configure guest access for their app.

forcedotcom/generating-validation-rule

Use this skill when users need to create, modify, or validate Salesforce Validation Rules. Trigger when users mention validation rules, field validation, data quality rules, formula validation, error messages, or validation logic. Also use when users encounter validation errors, need to update formulas, or want to enforce business rules at the data layer. Always use this skill for any validation rule work.

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