From bef6e1d4c9bd3e210f11ee4c98359074e79af155 Mon Sep 17 00:00:00 2001 From: Connor Rhodes Date: Sat, 11 Apr 2026 11:55:16 -0500 Subject: [PATCH] remove salesforce-se-info skill, consolidate into update-salesforce-tech-validation, update index --- _skill-index.md | 13 ++---- salesforce-se-info/SKILL.md | 90 ------------------------------------- 2 files changed, 3 insertions(+), 100 deletions(-) delete mode 100644 salesforce-se-info/SKILL.md diff --git a/_skill-index.md b/_skill-index.md index a872b62..fe377d4 100644 --- a/_skill-index.md +++ b/_skill-index.md @@ -25,8 +25,7 @@ description: Master index of all skills in your robot assistant system. Your ass | "run system diagnostic," "audit my skills," "check system health," "skill audit," "health check" | **system-diagnostic** | | "write a POV doc," "create a proof of value document," "POV criteria," "proof of concept criteria," "generate a POC document" | **pov-doc** | | "submit an expense," "navan expense," "file an expense," "upload receipt" | **navan-expense** | -| "check SE validation stage," "update technical validation," "set SE validation," "se data entry" | **salesforce-se-info** | -| "update the SE radar report," "add a column to the SE report," "edit the vNotes report," "run the SE radar report" | **update-salesforce-tech-validation** | +| "update the SE radar report," "add a column to the SE report," "edit the vNotes report," "run the SE radar report," "check SE validation stage," "update technical validation" | **update-salesforce-tech-validation** | --- @@ -110,15 +109,9 @@ description: Master index of all skills in your robot assistant system. Your ass **File:** `skills/navan-expense/SKILL.md` **Dependencies:** Chrome browser with active Okta session (verkada.okta.com) -### Salesforce SE Info -**Purpose:** Navigate to a Salesforce opportunity, open SE Validation, and read or update the Technical Validation Stage field on the SE Deal Management record. -**Triggers:** "check SE validation stage," "update technical validation," "set SE validation," "se data entry" -**File:** `skills/salesforce-se-info/SKILL.md` -**Dependencies:** Chrome browser with active Salesforce session (Okta SSO) - ### Update Salesforce Tech Validation -**Purpose:** Edit and run the SE Radar report in Salesforce to add columns, view SE notes, and manage technical validation data. -**Triggers:** "update the SE radar report," "add a column to the SE report," "edit the vNotes report," "run the SE radar report," "update salesforce tech validation report" +**Purpose:** Edit and run Salesforce reports related to SE data, manage technical validation info, and interact with the SE Radar report (add columns, run reports, view SE notes and TVS data). +**Triggers:** "update the SE radar report," "add a column to the SE report," "edit the vNotes report," "run the SE radar report," "check SE validation stage," "update technical validation" **File:** `skills/update-salesforce-tech-validation/SKILL.md` **Dependencies:** Chrome browser with active Salesforce session (Okta SSO) diff --git a/salesforce-se-info/SKILL.md b/salesforce-se-info/SKILL.md deleted file mode 100644 index e3bcb8c..0000000 --- a/salesforce-se-info/SKILL.md +++ /dev/null @@ -1,90 +0,0 @@ ---- -name: salesforce-se-info -description: | - Navigate to a Salesforce opportunity, open SE Validation, and read or update the Technical Validation Stage. - - Triggers when user mentions: - - "check SE validation stage" - - "update technical validation" - - "set SE validation" - - "se data entry" ---- - -## Overview - -This skill automates navigating Salesforce opportunity pages to read or update the SE Deal Management record, specifically the **Technical Validation Stage** field. - -## Prerequisites - -- Chrome browser with an active Salesforce session (authenticated via Okta SSO at verkada.okta.com) -- The session must have access to the SE Deal Management object - -## Workflow - -### Step 1: Open the Opportunity Page - -Navigate directly to the Salesforce opportunity record: - -``` -https://verkada.lightning.force.com/lightning/r/Opportunity//view -``` - -Wait for the page to load (look for the opportunity name in the heading). - -### Step 2: Open SE Validation - -1. Click the **"Show more actions"** button (the dropdown triangle/chevron at the top right of the opportunity record, next to "Close Lost", "Meddpicc Notes", etc.) -2. Click **"SE Validation"** from the dropdown menu - -This opens the SE Deal Management record. Wait for it to load (look for "Technical Validation" section). - -### Step 3: Read or Update the Technical Validation Stage - -The SE Deal Management page contains a **"Technical Validation"** section with these fields: - -| Field | Notes | -|-------|-------| -| **Technical Validation Stage** | The target field. Values include: Technical Win, Technical Loss, Not Involved, etc. | -| **POC Stage** | Related stage field | -| **Vendor of Choice** | Boolean field | - -To **update** the Technical Validation Stage: -1. Click the **"Edit Technical Validation Stage"** button (pencil icon next to the field) -2. Select the new value from the dropdown -3. Save - -To **read** the current value, just locate the "Technical Validation Stage" label and read the adjacent text. - -## Page Structure Reference - -### Opportunity Page (after Step 1) -``` -Opportunity - [Close Lost] [Meddpicc Notes] [Create/Add Deal ID] [Send Deal ID Email] [Show more actions v] - Account Name, Amount, NEX Amount, Close Date, Stage, Reseller - Tabs: Basic | Advanced | Products And Quotes | Partner Request | Related | Finance | VNotes -``` - -### SE Deal Management Page (after Step 2) -``` -SE DM- | SE Deal Management | Salesforce - Basic Information (expanded) - SE Deal Management ID, Solutions Engineer, Solutions Engineer Manager, Created By, Last Modified By - Primary Opportunity Information (expanded) - Opportunity, Opportunity Owner, Stage, Close Date, QR Amount, Account Name, Reseller - Technical Validation (expanded) - Technical Validation Stage: [Edit] - POC Stage: [Edit] - Vendor of Choice: [Edit] - POC Documentation Link: [Edit] - Related Opportunities - Feed / Notes at bottom -``` - -## Common Gotchas - -- **Okta SSO redirect**: If you hit an Okta login page, the session has expired. You need to re-authenticate before proceeding. -- **Page loading**: Salesforce Lightning pages load progressively. Always use `wait_for` with relevant text (like the opportunity name or "Technical Validation") before interacting. -- **"Show more actions" menu**: The dropdown menu UIDs are ephemeral. Always take a fresh snapshot after clicking the button to find "SE Validation" in the menu. -- **SE Validation may not exist**: If the opportunity has no SE Deal Management record, clicking "SE Validation" may create one or show an error. Handle both cases. -- **Multiple browser tabs**: The SE Validation action may open in the same tab (navigating away from the opportunity). To go back, use browser back or re-navigate to the opportunity URL.