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remove salesforce-se-info skill, consolidate into update-salesforce-tech-validation, update index

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Connor Rhodes 2026-04-11 11:55:16 -05:00
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13
_skill-index.md
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@ -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** | | "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** | | "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** | | "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," "check SE validation stage," "update technical validation" | **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" | **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` **File:** `skills/navan-expense/SKILL.md`
**Dependencies:** Chrome browser with active Okta session (verkada.okta.com) **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 ### 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. **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," "update salesforce tech validation report" **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` **File:** `skills/update-salesforce-tech-validation/SKILL.md`
**Dependencies:** Chrome browser with active Salesforce session (Okta SSO) **Dependencies:** Chrome browser with active Salesforce session (Okta SSO)

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salesforce-se-info/SKILL.md
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---
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/<OPPORTUNITY_ID>/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 <NAME>
[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-<NUMBER> | 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: <VALUE> [Edit]
POC Stage: <VALUE> [Edit]
Vendor of Choice: <VALUE> [Edit]
POC Documentation Link: <VALUE> [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.