From fb7525a8d26325bc5aa1056be6164ef5d3084183 Mon Sep 17 00:00:00 2001 From: Connor Rhodes Date: Sat, 11 Apr 2026 12:38:49 -0500 Subject: [PATCH] Add vNotes paste workflow, formatting gotchas, and skip-if-note-exists check --- update-salesforce-tech-validation/SKILL.md | 44 ++++++++++++++++++++++ 1 file changed, 44 insertions(+) diff --git a/update-salesforce-tech-validation/SKILL.md b/update-salesforce-tech-validation/SKILL.md index b6d4a54..2c52c38 100644 --- a/update-salesforce-tech-validation/SKILL.md +++ b/update-salesforce-tech-validation/SKILL.md @@ -106,6 +106,45 @@ Group results by account. For each opportunity: Note: Multiple opportunities for the same account can share the same general expansion SE note. This is expected behavior (e.g., all SAISD expansion opps use `wip/general saisd expansion.md`). +## Workflow: Paste SE Notes into vNotes for Blank Opportunities + +After identifying blank SE Notes from the report, use this workflow to paste the note content into each opportunity's vNote. + +### Step 1: Open the Opportunity Page + +Navigate to the opportunity URL (e.g., `https://verkada.lightning.force.com/lightning/r/Opportunity//view`). Wait for the page to load (look for "Show more actions"). + +### Step 2: Navigate to SE Validation + +1. Click **"Show more actions"** (the triangle/dropdown menu button near the top of the page) +2. Click **"SE Validation"** from the dropdown +3. Wait for the SE Deal Management page to load (look for "Technical Validation Stage") + +### Step 3: Check for Existing SE Note + +Scroll to the bottom of the SE Validation page. If an SE note already exists there (shows a date, user name, and technical validation content), **skip this opportunity**. The report may show a blank SE Notes field even when a vNote already exists on the SE Deal record. + +### Step 4: Open the vNotes Editor + +1. Click the **"vNotes"** button in the utility bar at the bottom of the page +2. Wait for the vNotes dialog to open (look for "Notes" heading and "Add Note" button) +3. The SE Deal record is already linked in the "Linked Records" section at the top of the dialog because we opened vNotes from the SE Validation page. Do NOT use "Link More Records". + +### Step 5: Paste the SE Note Content + +1. The text editor is a **Quill rich text editor** (`contenteditable` div with `aria-label="Compose text"`). It is NOT the "Add Tags" text input below it. +2. Click on the editor area (the large compose text field above the toolbar) +3. Use `type_text` to enter the SE note content +4. **Formatting caveat**: The Quill editor auto-converts `- ` prefixed lines into bulleted list items. The first `- ` line in each group gets converted, but subsequent lines may retain a duplicate `-` prefix. To minimize this, type content without leading `- ` characters and use the toolbar "Bulleted list" button instead. Alternatively, accept the minor formatting quirk since the content is still readable. + +### Step 6: Save the Note + +Click **"Add Note"** to save. There is no separate save button. The note is persisted when you click Add Note. + +### Step 7: Move to Next Opportunity + +Close the vNotes dialog (click the X or minimize), navigate to the next opportunity, and repeat. + ## 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. @@ -117,3 +156,8 @@ Note: Multiple opportunities for the same account can share the same general exp - **"Run" vs "Save"**: Clicking "Run" re-runs the report with the new columns but does not persist the change to the report definition. Use "Save" if the column should be permanent. - **General expansion wip files**: When no opportunity-specific wip file exists, check for a general expansion wip file linked from the account note. This is the catch-all SE note for all expansion opportunities under that account. - **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 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.