diff --git a/update-salesforce-tech-validation/SKILL.md b/update-salesforce-tech-validation/SKILL.md index 2c52c38..de1ab88 100644 --- a/update-salesforce-tech-validation/SKILL.md +++ b/update-salesforce-tech-validation/SKILL.md @@ -145,6 +145,14 @@ Click **"Add Note"** to save. There is no separate save button. The note is pers Close the vNotes dialog (click the X or minimize), navigate to the next opportunity, and repeat. +## Tips for Batch Processing + +- **Keep the report tab open separately**: Use one tab (e.g., tab 3) for navigating to opportunities and another tab (e.g., tab 4) for the SE Radar report. This prevents losing the SE Notes column when navigating away and back. +- **The SE Notes column must be added fresh each time**: The column addition is a "Run" not a "Save" change, so it resets every time you navigate away. If you need to re-check the report, re-add the column first. +- **Pre-read all wip files before starting**: Before navigating to the first opportunity, read all the wip files you'll need. This avoids context-switching between Salesforce and the notes directory mid-batch. +- **Check for wip file existence first**: Before navigating to an opportunity, verify the corresponding wip file exists. If no wip file is found for an opportunity, skip it and note it for the user to handle manually. +- **Tab management**: Salesforce opens new pages in the same tab by default. Use `new_page` with `background: true` when you need to open something without losing your working tab. + ## Common Gotchas - **Salesforce loads in an iframe**: The report content lives inside an iframe called "Report Viewer" (view mode) or "Report Builder" (edit mode). Snapshots and interactions must target elements within this iframe. @@ -158,6 +166,16 @@ Close the vNotes dialog (click the X or minimize), navigate to the next opportun - **Wip files may not exist on disk**: Some wip files linked from account notes may have been deleted or never created. Check for the file before trying to read it. - **SE Note may exist on SE Deal even when report shows blank**: The SE Notes column in the report (Opportunity field) can be blank even when a vNote already exists on the related SE Deal Management record. Always scroll to the bottom of the SE Validation page and check for an existing note before pasting a new one. If one exists, skip that opportunity. - **vNotes editor is a Quill rich text editor, not a plain textbox**: The compose text area is a `contenteditable` div with `aria-label="Compose text"`, not the "Add Tags" input below it. Be careful to click and type into the correct element. +- **Quill editor div doesn't render until activated**: The `.ql-editor` div inside the Quill editor is not present in the DOM until you click the placeholder text ("Type a note and link it to any Salesforce record!"). You must click the placeholder first, then focus the `.ql-editor` via JavaScript, then type. If you try to type directly without this sequence, the text may not appear. - **Quill auto-formats dashes into bullet lists**: Lines starting with `- ` get auto-converted to bulleted list items by the Quill editor. The first line in a group converts cleanly, but subsequent lines may end up with a duplicate `-` prefix in the list item text. Accept this minor formatting quirk or use the toolbar "Bulleted list" button instead of typing `- `. - **SE Deal is auto-linked in vNotes when opened from SE Validation**: When you open the vNotes editor from the SE Validation page, the SE Deal record is already linked. Do NOT manually link additional records via "Link More Records" unless specifically asked. - **"Show more actions" is the triangle menu**: The SE Validation link is hidden under the dropdown menu button labeled "Show more actions" at the top of the opportunity page, not visible as a direct link on the page layout. +- **SE Validation page MUST be loaded before opening vNotes**: The vNotes editor does not function correctly if you try to open it directly or from the wrong page context. Always navigate to the SE Validation page first (via Show more actions > SE Validation), then click vNotes from the utility bar. The SE Deal auto-linking depends on this page context. +- **Opportunity 15-char IDs vs 18-char case-sensitive IDs**: When navigating directly to an opportunity URL, use the 15-character ID (e.g., `006Uu00000Nvbs3`). The 18-character case-sensitive version (e.g., `006Uu00000Nvbs3AAD`) may cause a "Record ID is malformed" error. The 15-char version always works. +- **Multiple opportunities can share the same SE note**: Several opportunities under the same account can use a single general expansion wip file (e.g., SAISD Po36887, SAISD SPOT Exchange, and SAISD Sam Houston all use `wip/general saisd expansion.md`). Paste the same note content to each one individually. +- **SE Deal records can be assigned to different SEs**: The SE Deal Management record linked to an opportunity may not be assigned to you. Check the "Solutions Engineer" field on the SE Validation page. You can still paste notes regardless of who is assigned. +- **Closed Lost / Closed Canceled / Closed Won opps still need notes**: The report includes closed opportunities. Follow the same workflow for all of them. Many closed opps have blank SE Notes. +- **Scroll to bottom of SE Validation page to check for existing notes**: After the page loads, scroll to the very bottom. If a vNote already exists, you'll see a date, user photo/name, and the note content. If nothing is there besides the Related Opportunities table, it's safe to add a new note. +- **"Add Note" confirms with a toast notification**: After clicking "Add Note", wait for a toast notification saying "Note added successfully" before moving on. This confirms the note was persisted. +- **Report stays open in its own tab**: The SE Radar report tab (tab 4) should stay open throughout the batch process. Only use the working tab (tab 3) for navigating to opportunities, SE Validation pages, and vNotes editing. +- **Opportunity Short Description can differ from the wip file name**: Match opportunities to wip files by account name and keyword, not by exact name match. For example, "TX-Municipality-Austin (Elk Electric, Inc.) - vStore" maps to `wip/city of austin general expansion.md`.