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112 lines
6.0 KiB
Markdown
112 lines
6.0 KiB
Markdown
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---
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name: platform-agentexchange-partner-offers-configure
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description: "Enable or disable the org preference that controls whether a Salesforce org can receive partner offers from the Transactable Marketplace. Use this skill when the user wants to turn partner offer reception on or off for an org. TRIGGER when: user asks to enable or disable partner offers, configure TransactableMarketplaceReceivePartnerOffers, configure enableTransactableMarketplaceReceivePartnerOffers, set up marketplace partner offer reception, toggle the TM partner offers setting, edit a TransactableMarketplacePrivateOffer.settings file, or configure org preferences related to transactable marketplace. DO NOT TRIGGER when: user needs to create or manage the partner offer records themselves, configure marketplace listing settings, or work with SfdcPartnerOffer objects (use platform-metadata-deploy or platform-apex-generate instead)."
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metadata:
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version: "1.0"
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minApiVersion: "67.0"
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---
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# Enabling Transactable Marketplace Receive Partner Offers Org Preference
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This skill configures the `enableTransactableMarketplaceReceivePartnerOffers` org preference via the `TransactableMarketplacePrivateOfferSettings` Metadata API type, which controls whether a Salesforce org is eligible to receive partner offers through the Transactable Marketplace. It is required for subscriber orgs that participate in the TM partner offer flow.
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## Scope
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- **In scope**: Reading the current value of the pref, enabling or disabling it via Metadata API (`TransactableMarketplacePrivateOfferSettings`), and verifying the change took effect.
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- **Out of scope**: Creating or managing partner offer records, configuring marketplace listings, or any Apex/trigger changes related to offer processing.
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---
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## Required Inputs
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- **Target org alias or username**: The org where the pref should be set. Ask if not provided.
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- **Desired state**: `true` (enable) or `false` (disable). Default: `true`.
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---
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## Workflow
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### Phase 1 — Check current state
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1. **Query the current preference value** by running:
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```bash
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sf data query -q "SELECT Preference, Value FROM OrgPreference WHERE Preference = 'TransactableMarketplaceReceivePartnerOffers'" --target-org <alias> --use-tooling-api
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```
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If the record exists and `Value = true`, the pref is already enabled — confirm with the user before proceeding.
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If the query returns no rows, the pref is not yet set (defaults to `false`).
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2. **Resolve the org's package directory** to determine where to write metadata. Run this and use its output as `<packageDir>`:
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```bash
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jq -r '.packageDirectories[0].path // "force-app/main/default"' sfdx-project.json
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```
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### Phase 2 — Apply the preference
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3. **Write the TransactableMarketplacePrivateOfferSettings metadata file** — load `assets/org-pref-template.md` for the exact XML structure, then write the file at:
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```text
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<packageDir>/settings/TransactableMarketplacePrivateOffer.settings
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```
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Set `<enableTransactableMarketplaceReceivePartnerOffers>true</enableTransactableMarketplaceReceivePartnerOffers>` (or `false` if disabling).
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4. **Deploy the metadata** to the target org. Before running the deploy, confirm with the user:
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- [ ] Confirmed the target org alias with the user (deploying to the wrong org is not easily reversible)
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- [ ] Confirmed the desired state (`true`/`false`) matches the user's intent
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```bash
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sf project deploy start --metadata TransactableMarketplacePrivateOfferSettings --target-org <alias>
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```
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### Phase 3 — Verify
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5. **Confirm the change** by re-running the Tooling API query from step 1 and verifying the `Value` column matches the desired state.
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6. **Report to the user** — see Output Expectations below.
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---
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## Rules / Constraints
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| Rule | Rationale |
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|------|-----------|
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| Always query the current value before writing metadata | Avoids unnecessary deploys and detects conflicting changes |
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| Use `TransactableMarketplacePrivateOfferSettings` as the metadata type | This is the concrete type registered in the platform for this pref, not the generic `OrgPreferenceSettings` |
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| The settings file must be named `TransactableMarketplacePrivateOffer.settings` | Metadata API requires the filename to match the settings node name |
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| Do not hardcode `force-app/main/default/` | Always read `sfdx-project.json` for the actual package directory |
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| Never deploy without confirming the org alias with the user | Deploying to the wrong org is not easily reversible |
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---
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## Gotchas
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| Issue | Resolution |
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|-------|------------|
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| Tooling API query returns no rows | Pref is unset (defaults to `false`). Safe to create a new settings file. |
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| Deploy fails with `INVALID_TYPE` | The metadata type name is `TransactableMarketplacePrivateOfferSettings` — check the `--metadata` flag value. |
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| Deploy succeeds but value doesn't change | Another settings file in the project may be overriding this one. Search for other `TransactableMarketplacePrivateOffer.settings` files in the project. |
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| `INSUFFICIENT_ACCESS_OR_READONLY` on deploy | User running the deploy must have the "Modify All Data" or org preference admin permission in the target org. |
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| Pref not visible in UI | `enableTransactableMarketplaceReceivePartnerOffers` is not surfaced in Setup UI — the Tooling API query is the only way to verify it. |
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| Available from API version 67.0+ only | The type is available from API v67.0 — deploying against an older API version will fail. |
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---
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## Output Expectations
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After completing all phases, report:
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```text
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Org: <alias>
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Preference: enableTransactableMarketplaceReceivePartnerOffers
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Previous value: <true|false|unset>
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New value: <true|false>
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File written: <packageDir>/settings/TransactableMarketplacePrivateOffer.settings
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Deploy status: Success
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```
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---
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## Reference File Index
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| File | When to read |
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|------|-------------|
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| `assets/org-pref-template.md` | Phase 2, step 3 — use as the exact XML structure for the settings file |
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| `examples/org-preference-settings.xml` | To verify the generated file matches expected format |
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