assistant-skills/update-salesforce-tech-validation/SKILL.md

name	description
update-salesforce-tech-validation	Edit and run the SE Radar report in Salesforce to add columns, view SE notes, and manage technical validation data. Triggers when user mentions: - "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"

Overview

This skill automates editing and running the SE Radar: SE vNotes and TVSs IC report in Salesforce. It covers adding columns, re-running the report, and reading the results. More workflows (e.g., filtering, grouping, saving changes) will be added as needed.

Prerequisites

• Chrome browser with an active Salesforce session (authenticated via Okta SSO at verkada.okta.com)
• Access to the SE Radar report

Report URL

https://verkada.lightning.force.com/lightning/r/Report/00OUu000004gR9ZMAU/view

Workflow: Add a Column and Re-Run

Step 1: Open the Report

Navigate to the report URL. Wait for the page to load (look for "Total Records" and the report table). If Salesforce doesn't load via browser automation (SSO issues), ask the user to open it manually first.

Step 2: Enter Edit Mode

1. Take a snapshot to find the "Edit" button inside the Report Viewer iframe
2. Click "Edit"
3. Wait for the Report Builder to load (look for "Fields" panel, "Undo"/"Redo" buttons, and "Run" button)

Step 3: Add a Column

1. The Fields panel on the left contains a tree of all available fields grouped by object (e.g., "Opportunities", "SE Deal Management", "vNotes", "SE User")
2. Locate the desired field in the tree. If the list is long, use the "Search Fields" searchbox at the top of the panel
3. Click the field name to select it (it will show as selected in the accessibility tree)
4. The page will display: "1 selected. To add new fields as detail columns, press Enter"
5. Press Enter to add the field as a new column

After adding, the Undo button becomes enabled, confirming the change was registered. The preview area may show "To see the latest edits, refresh the preview."

Step 4: Run the Report

1. Click the "Run" button (top of the report builder)
2. The page navigates back to the report view with the new column included
3. Wait for "Total Records" to appear confirming the data has loaded

Step 5: Verify the New Column

Take a snapshot of the report view and confirm the new column header appears in the table.

Known Columns in the Report

As of the initial skill creation, the report includes these columns:

Column	Object
Opportunity ID	Opportunities
Opp Name And Link	Opportunities
Solutions Engineer: Full Name	Opportunities
VNote: VNote Name	vNotes
Technical Validation Stage	SE Deal Management
POC Documentation Link	SE Deal Management
POC Stage	SE Deal Management
Solutions Engineer: Team	SE User
SE Notes	Opportunities (added via this workflow)

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.
• Ephemeral UIDs: Salesforce Lightning re-renders frequently. Element UIDs change between snapshots. Always take a fresh snapshot before clicking.
• Progressive loading: The report builder shows "Previewing a limited number of records" while loading. Use wait_for with text like "Columns" or "Run" before interacting.
• SSO session expiry: If the session has expired, the page will redirect to Okta login. Ask the user to re-authenticate manually.
• Field tree is large: The Opportunities object alone has 400+ fields. Use the "Search Fields" searchbox to find specific fields quickly rather than scrolling.
• "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.