Merge branch 'main' into cw/feat-add-prompt-template-actions

Author: muenzpraeger

.vscode/extensions.json

@@ -1,7 +1,10 @@
 {
   "recommendations": [
     "salesforce.salesforcedx-vscode",
+    "salesforce.salesforcedx-vscode-agents",
+    "salesforce.agent-script-language-client",
     "redhat.vscode-xml",
     "dbaeumer.vscode-eslint",
     "esbenp.prettier-vscode"
+  ]
 }

README.md

@@ -11,15 +11,13 @@ A collection of easy-to-digest [Agent Script](https://developer.salesforce.com/d
 
 - [Prerequisites](#prerequisites)
 
-- Install the app with either one of these options:
-    - **Option 1:** [Developer Edition Org installation](#installing-the-app-using-a-developer-edition-org) - Use this option if you want the app deployed to a more permanent environment than a Scratch org.
-    - **Option 2:** [Scratch Org installation](#installing-the-app-using-a-scratch-org) - Use this option if you are a developer who wants to experience the app and the code in a temporary environment.
+- [Installing the app using a Developer Edition Org](#installing-the-app-using-a-developer-edition-org)
 
 - [Optional installation instructions](#optional-installation-instructions)
 
 ## Prerequisites
 
-Regardless of the installation type you chose, make sure to review the following prerequisites.
+Make sure to review the following prerequisites before installing the app.
 
 ### Salesforce CLI Version
 
@@ -46,83 +44,28 @@ sf org assign permset -n EinsteinGPTPromptTemplateManager
 
 ## Installing the app using a Developer Edition Org
 
-Follow this set of instructions if you want to deploy the app to a more permanent environment than a Scratch org.
-This includes non source-tracked orgs such as a free [Developer Edition Org](https://developer.salesforce.com/signup).
+If you don't have an org yet, you can sign up for a free [Developer Edition Org](https://developer.salesforce.com/signup).
 
 > [!IMPORTANT]
 > Make sure to start from a brand-new environment to avoid conflicts with previous work you may have done.
 
-3. Clone this repository:
-
-    ```bash
-    git clone https://github.com/trailheadapps/agent-script-recipes
-    cd agent-script-recipes
-    ```
-
-4. Authorize your Developer Edition org and provide it with an alias (**agent-script-recipes** in the command below):
-
-    ```bash
-    sf org login web -s -a agent-script-recipes
-    ```
-
-5. Deploy the app to your org:
-
-    ```bash
-    sf project deploy start -d force-app
-    ```
-
-6. Assign the `Agent_Script_Recipes_Data` and `Agent_Script_Recipes_App` permission sets to the default user:
-
-    ```bash
-    sf org assign permset -n Agent_Script_Recipes_Data
-    sf org assign permset -n Agent_Script_Recipes_App
-    ```
-
-7. Import some sample data:
-
-    ```bash
-    sf data import tree --plan data/data-plan.json
-    ```
-
-8. Open your org with the **Agentforce Studio** app displayed:
-
-    ```bash
-    sf org open -p "/lightning/n/standard-AgentforceStudio?c__nav=agents"
-    ```
-
-> [!TIP]
-> **Agentforce Studio** can be reached from the App Launcher. From there, click **View All** then select the **Agentforce Studio** app.
-
-**Post installation:** when working with the recipes, assign the **Agent Script Recipes Data** permission set to your agent user to avoid access issues.
-
-## Installing the app using a Scratch Org
-
-1. Follow these steps if you haven't configured a Dev Hub org:
-    1. [Select and enable a Dev Hub org](https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_setup_enable_devhub.htm). You can use a free [Developer Edition Org](https://developer.salesforce.com/signup).
-
-    1. Authorize your Dev Hub org and provide it with an alias (**myhuborg** in the command below):
-
-        ```bash
-        sf org login web -d -a myhuborg
-        ```
-
 1. Clone this repository:
 
     ```bash
     git clone https://github.com/trailheadapps/agent-script-recipes
     cd agent-script-recipes
     ```
 
-1. Create a scratch org and provide it with an alias (**agent-script-recipes** in the command below):
+1. Authorize your Developer Edition org and provide it with an alias (**agent-script-recipes** in the command below):
 
     ```bash
-    sf org create scratch -d -f config/project-scratch-def.json -a agent-script-recipes
+    sf org login web -s -a agent-script-recipes
     ```
 
 1. Deploy the app to your org:
 
     ```bash
-    sf project deploy start
+    sf project deploy start -d force-app
     ```
 
 1. Assign the `Agent_Script_Recipes_Data` and `Agent_Script_Recipes_App` permission sets to the default user:

bin/delete-data.apex

@@ -19,3 +19,4 @@ delete [SELECT Id FROM ASR_Task__c];
 delete [SELECT Id FROM ASR_Transaction_Log__c];
 delete [SELECT Id FROM ASR_Customer_Interest__c];
 delete [SELECT Id FROM ASR_Experience__c];
+delete [SELECT Id FROM ASR_Order__c];

data/advanced-reasoning-account.json

@@ -0,0 +1,27 @@
+{
+    "records": [
+        {
+            "attributes": {
+                "type": "Account",
+                "referenceId": "acc_adv_reasoning"
+            },
+            "Name": "Pinnacle Solutions Inc",
+            "Churn_Risk_Score__c": 0.5,
+            "Contacts": {
+                "records": [
+                    {
+                        "attributes": {
+                            "type": "Contact",
+                            "referenceId": "con_adv_reasoning"
+                        },
+                        "FirstName": "Sarah",
+                        "LastName": "Mitchell",
+                        "User_ID__c": "USER-12345",
+                        "Loyalty_Status__c": "Gold",
+                        "Lifetime_Value__c": 1500.0
+                    }
+                ]
+            }
+        }
+    ]
+}

data/advanced-reasoning-case.json

@@ -0,0 +1,22 @@
+{
+    "records": [
+        {
+            "attributes": {
+                "type": "Case",
+                "referenceId": "case_adv1"
+            },
+            "Subject": "Unable to access premium features",
+            "Status": "Open",
+            "ContactId": "@con_adv_reasoning"
+        },
+        {
+            "attributes": {
+                "type": "Case",
+                "referenceId": "case_adv2"
+            },
+            "Subject": "Subscription renewal inquiry",
+            "Status": "Closed",
+            "ContactId": "@con_adv_reasoning"
+        }
+    ]
+}

data/advanced-reasoning-order.json

@@ -0,0 +1,22 @@
+{
+    "records": [
+        {
+            "attributes": {
+                "type": "ASR_Order__c",
+                "referenceId": "order_adv1"
+            },
+            "AccountId__c": "@acc_adv_reasoning",
+            "TotalAmount__c": 500.0,
+            "EffectiveDate__c": "2024-12-15"
+        },
+        {
+            "attributes": {
+                "type": "ASR_Order__c",
+                "referenceId": "order_adv2"
+            },
+            "AccountId__c": "@acc_adv_reasoning",
+            "TotalAmount__c": 750.0,
+            "EffectiveDate__c": "2024-11-15"
+        }
+    ]
+}

data/data-plan.json

@@ -17,6 +17,12 @@
         "resolveRefs": false,
         "files": ["travel-cruise-contact.json"]
     },
+    {
+        "sobject": "Account",
+        "saveRefs": true,
+        "resolveRefs": false,
+        "files": ["advanced-reasoning-account.json"]
+    },
     {
         "sobject": "ASR_Product__c",
         "saveRefs": true,
@@ -89,6 +95,18 @@
         "resolveRefs": false,
         "files": ["service-case.json"]
     },
+    {
+        "sobject": "ASR_Order__c",
+        "saveRefs": true,
+        "resolveRefs": true,
+        "files": ["advanced-reasoning-order.json"]
+    },
+    {
+        "sobject": "Case",
+        "saveRefs": true,
+        "resolveRefs": true,
+        "files": ["advanced-reasoning-case.json"]
+    },
     {
         "sobject": "ASR_Agent_Event_Log__c",
         "saveRefs": false,

force-app/future_recipes/complexStateManagement/aiAuthoringBundles/ComplexStateManagement/ComplexStateManagement.agent

@@ -38,6 +38,8 @@ start_agent topic_selector:
    description: "Welcome users and begin task management"
 
    reasoning:
+      instructions:|
+         Select the tool that best matches the user's message and conversation history. If it's unclear, make your best guess.
       actions:
          begin_task_management: @utils.transition to @topic.task_management
             description: "Start managing tasks with complex state operations"

force-app/future_recipes/conditionalLogicPatterns/aiAuthoringBundles/ConditionalLogicPatterns/ConditionalLogicPatterns.agent

@@ -42,11 +42,8 @@ start_agent topic_selector:
    description: "Welcome applicants and begin loan evaluation process"
 
    reasoning:
-      instructions: ->
-         | Welcome to the loan application process. I'll help evaluate your loan application
-           using comprehensive conditional logic to assess eligibility fairly and consistently.
-           Let's start by gathering your information.
-      
+      instructions:|
+         Select the tool that best matches the user's message and conversation history. If it's unclear, make your best guess.
       actions:
          start_evaluation: @utils.transition to @topic.loan_evaluation
             description: "Begin the loan evaluation with conditional logic"

force-app/future_recipes/contextHandling/aiAuthoringBundles/ContextHandling/ContextHandling.agent

@@ -44,6 +44,8 @@ start_agent topic_selector:
    description: "Welcome users with personalized greeting based on context"
 
    reasoning:
+      instructions:|
+         Select the tool that best matches the user's message and conversation history. If it's unclear, make your best guess.
       actions:
          begin_service: @utils.transition to @topic.personalized_service
             description: "Start providing personalized service"