move url update into its own doc md file

Signed-off-by: Daily Dai <lei.dai@salesforce.com>
This commit is contained in:
Daily Dai 2026-04-01 15:07:19 -07:00 committed by vratan-sf
parent 2c04de5aff
commit e701e00a7c
4 changed files with 189 additions and 171 deletions

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@ -102,6 +102,7 @@ Before doing anything, you **MUST ALWAYS** load them first if they match user in
- [handle-component-and-region-ids.md](docs/handle-component-and-region-ids.md) - **UUID generation (CRITICAL)** for component and region ids used in views and themeLayout. - [handle-component-and-region-ids.md](docs/handle-component-and-region-ids.md) - **UUID generation (CRITICAL)** for component and region ids used in views and themeLayout.
- [handle-ui-components.md](docs/handle-ui-components.md) - Component discovery, schemas, insertion, configuration - [handle-ui-components.md](docs/handle-ui-components.md) - Component discovery, schemas, insertion, configuration
- [configure-guest-sharing-rules.md](docs/configure-guest-sharing-rules.md) - **Guest sharing rules** (`sharingGuestRules`) for public sites — use for any request involving "guest sharing rule", "Site Guest User", or sharing object records with unauthenticated visitors - [configure-guest-sharing-rules.md](docs/configure-guest-sharing-rules.md) - **Guest sharing rules** (`sharingGuestRules`) for public sites — use for any request involving "guest sharing rule", "Site Guest User", or sharing object records with unauthenticated visitors
- [update-site-urls.md](docs/update-site-urls.md) - **Updating site URLs** - URL architecture, workflow for updating `urlPathPrefix` in DigitalExperienceConfig, Network, and CustomSite
## Common Workflows ## Common Workflows
@ -213,93 +214,12 @@ If the site is not found, an error message will be returned indicating that the
### Updating Experience Site URLs ### Updating Experience Site URLs
Experience sites have a three-component architecture with two distinct URL patterns. Understanding this structure is critical when updating site URLs. **Use when** user wants to update or change site URLs (urlPathPrefix).
#### Architecture Overview **Steps** (Follow the steps sequentially. Do not skip any step before proceeding):
Every Salesforce Experience Site consists of three components: - [ ] MUST read [update-site-urls.md](docs/update-site-urls.md) to understand the three-component architecture and URL update workflow
- [ ] Follow the step-by-step workflow in the doc to update URLs consistently across all three components (DigitalExperienceConfig, Network, CustomSite)
1. **Network** (metadata: `Network`) - Network configuration
2. **ChatterNetwork Site** (metadata: `CustomSite`) - Authentication endpoints and core site services
3. **ChatterNetworkPicasso Site** (metadata: `DigitalExperienceConfig` + `DigitalExperienceBundle`) - Customer-facing pages and content
#### URL Pattern
These three components use **two different URLs**:
- **Primary URL** (ChatterNetworkPicasso): Used for customer-facing pages
- Defined in: `DigitalExperienceConfig``<urlPathPrefix>`
- Example: `mysite`
- **Secondary URL** (Network + CustomSite): Used for authentication endpoints and other services
- Defined in: `Network``<urlPathPrefix>` AND `CustomSite``<urlPathPrefix>`
- Example: `mysitevforcesite`
- **Must be synchronized** - both files must have identical values
By default, Salesforce differentiates these URLs by appending `vforcesite` suffix to the Network/CustomSite URL.
#### URL Update Workflow
When updating site URLs, follow this workflow:
**Step 1: Discover All URL References**
Use `search_files` to find all occurrences of `urlPathPrefix` in the project:
```bash
search_files --path force-app/main/default --regex "urlPathPrefix" --file-pattern "*.xml"
```
**Step 2: Identify URL Groups**
Determine which files belong to which URL group:
- **Primary URL Group**: `DigitalExperienceConfig`
- **Secondary URL Group**: `Network` AND `CustomSite`
**Step 3: Update URLs Consistently**
Update the `<urlPathPrefix>` value in each file:
- **DigitalExperienceConfig**: Update to new primary URL
- **Network**: Update to new secondary URL (typically primary URL + `vforcesite`)
- **CustomSite**: Update to **same value as Network** (must be synchronized)
**Step 4: Validate Naming Convention**
Ensure URL values follow best practices:
- Use lowercase letters only
- Avoid special characters except hyphens where appropriate
- Keep URLs concise and meaningful
**Step 5: Verify Consistency**
Before deploying, confirm:
- [ ] Primary URL in `DigitalExperienceConfig` is set correctly
- [ ] Secondary URL in `Network` matches `CustomSite` exactly
- [ ] URLs are properly differentiated (typically via suffix)
- [ ] All URL values follow naming conventions
#### Example URL Configuration
```
ChatterNetworkPicasso Site (Primary):
DigitalExperienceConfig: <urlPathPrefix>bestsupport</urlPathPrefix>
Network + ChatterNetwork Site (Secondary):
Network: <urlPathPrefix>bestsupportvforcesite</urlPathPrefix>
CustomSite: <urlPathPrefix>bestsupportvforcesite</urlPathPrefix>
```
#### Common Pitfalls to Avoid
**Don't** update only one or two files - all three must be updated
**Don't** use different values in Network and CustomSite
**Don't** use the same URL for both Primary and Secondary groups
**Don't** skip the discovery step with `search_files`
**Do** use `search_files` to find all occurrences first
**Do** maintain URL differentiation between the two groups
**Do** follow lowercase naming conventions
### Validation & Deployment ### Validation & Deployment

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@ -0,0 +1,89 @@
# Updating Experience Site URLs
Experience sites have a three-component architecture with two distinct URL patterns. Understanding this structure is critical when updating site URLs.
## Architecture Overview
Every Salesforce Experience Site consists of three components:
1. **Network** (metadata: `Network`) - Network configuration
2. **ChatterNetwork Site** (metadata: `CustomSite`) - Authentication endpoints and core site services
3. **ChatterNetworkPicasso Site** (metadata: `DigitalExperienceConfig` + `DigitalExperienceBundle`) - Customer-facing pages and content
## URL Pattern
These three components use **two different URLs**:
- **Primary URL** (ChatterNetworkPicasso): Used for customer-facing pages
- Defined in: `DigitalExperienceConfig``<urlPathPrefix>`
- Example: `mysite`
- **Secondary URL** (Network + CustomSite): Used for authentication endpoints and other services
- Defined in: `Network``<urlPathPrefix>` AND `CustomSite``<urlPathPrefix>`
- Example: `mysitevforcesite`
- **Must be synchronized** - both files must have identical values
By default, Salesforce differentiates these URLs by appending `vforcesite` suffix to the Network/CustomSite URL.
## URL Update Workflow
When updating site URLs, follow this workflow:
### Step 1: Discover All URL References
Use `search_files` to find all occurrences of `urlPathPrefix` in the project:
```bash
search_files --path force-app/main/default --regex "urlPathPrefix" --file-pattern "*.xml"
```
### Step 2: Identify URL Groups
Determine which files belong to which URL group:
- **Primary URL Group**: `DigitalExperienceConfig`
- **Secondary URL Group**: `Network` AND `CustomSite`
### Step 3: Update URLs Consistently
Update the `<urlPathPrefix>` value in each file:
- **DigitalExperienceConfig**: Update to new primary URL
- **Network**: Update to new secondary URL (typically primary URL + `vforcesite`)
- **CustomSite**: Update to **same value as Network** (must be synchronized)
### Step 4: Validate Naming Convention
Ensure URL values follow best practices:
- Use lowercase letters only
- Avoid special characters except hyphens where appropriate
- Keep URLs concise and meaningful
### Step 5: Verify Consistency
Before deploying, confirm:
- [ ] Primary URL in `DigitalExperienceConfig` is set correctly
- [ ] Secondary URL in `Network` matches `CustomSite` exactly
- [ ] URLs are properly differentiated (typically via suffix)
- [ ] All URL values follow naming conventions
## Example URL Configuration
```
ChatterNetworkPicasso Site (Primary):
DigitalExperienceConfig: <urlPathPrefix>bestsupport</urlPathPrefix>
Network + ChatterNetwork Site (Secondary):
Network: <urlPathPrefix>bestsupportvforcesite</urlPathPrefix>
CustomSite: <urlPathPrefix>bestsupportvforcesite</urlPathPrefix>
```
## Common Pitfalls to Avoid
**Don't** update only one or two files - all three must be updated
**Don't** use different values in Network and CustomSite
**Don't** use the same URL for both Primary and Secondary groups
**Don't** skip the discovery step with `search_files`
**Do** use `search_files` to find all occurrences first
**Do** maintain URL differentiation between the two groups
**Do** follow lowercase naming conventions

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@ -51,6 +51,8 @@ Use the default templates in the docs below. Values in `{braces}` are resolved p
| DigitalExperienceBundle | [configure-metadata-digital-experience-bundle.md](docs/configure-metadata-digital-experience-bundle.md) | | DigitalExperienceBundle | [configure-metadata-digital-experience-bundle.md](docs/configure-metadata-digital-experience-bundle.md) |
| DigitalExperience (sfdc_cms__site) | [configure-metadata-digital-experience.md](docs/configure-metadata-digital-experience.md) | | DigitalExperience (sfdc_cms__site) | [configure-metadata-digital-experience.md](docs/configure-metadata-digital-experience.md) |
For URL updates, see [update-site-urls.md](docs/update-site-urls.md).
### Execution Note for Step 3: Load and use the docs ### Execution Note for Step 3: Load and use the docs
- Agents MUST read the full contents of each docs/*.md file referenced in Step 3 before attempting to populate metadata fields. - Agents MUST read the full contents of each docs/*.md file referenced in Step 3 before attempting to populate metadata fields.
- Use your platform's file-read tool (for example, `read_file`) to load these files in full, then perform placeholder substitution for values in `{braces}` using the resolved properties from Step 1. - Use your platform's file-read tool (for example, `read_file`) to load these files in full, then perform placeholder substitution for values in `{braces}` using the resolved properties from Step 1.
@ -81,90 +83,8 @@ sf project deploy validate --metadata Network CustomSite DigitalExperienceConfig
### Updating Experience Site URLs ### Updating Experience Site URLs
Experience sites have a three-component architecture with two distinct URL patterns. Understanding this structure is critical when updating site URLs. **Use when** user wants to update or change site URLs (urlPathPrefix).
#### Architecture Overview **Steps**:
- [ ] Read [update-site-urls.md](docs/update-site-urls.md) to understand the three-component architecture and URL update workflow
Every Salesforce Experience Site consists of three components: - [ ] Follow the step-by-step workflow in the doc to update URLs consistently across all three components (DigitalExperienceConfig, Network, CustomSite)
1. **Network** (metadata: `Network`) - Network configuration
2. **ChatterNetwork Site** (metadata: `CustomSite`) - Legacy site and proxy core site services
3. **ChatterNetworkPicasso Site** (metadata: `DigitalExperienceConfig` + `DigitalExperienceBundle`) - Customer-facing pages and content
#### URL Pattern
These three components use **two different URLs**:
- **Primary URL** (ChatterNetworkPicasso): Used for customer-facing pages
- Defined in: `DigitalExperienceConfig``<urlPathPrefix>`
- Example: `mysite`
- **Secondary URL** (Network + CustomSite): Used for legacy authentication endpoints and other services
- Defined in: `Network``<urlPathPrefix>` AND `CustomSite``<urlPathPrefix>`
- Example: `mysitevforcesite`
- **Must be synchronized** - both files must have identical values
By default, Salesforce differentiates these URLs by appending `vforcesite` suffix to the Network/CustomSite URL.
#### URL Update Workflow
When updating site URLs, follow this workflow:
**Step 1: Discover All URL References**
Use `search_files` to find all occurrences of `urlPathPrefix` in the project:
```bash
search_files --path force-app/main/default --regex "urlPathPrefix" --file-pattern "*.xml"
```
**Step 2: Identify URL Groups**
Determine which files belong to which URL group:
- **Primary URL Group**: `DigitalExperienceConfig`
- **Secondary URL Group**: `Network` AND `CustomSite`
**Step 3: Update URLs Consistently**
Update the `<urlPathPrefix>` value in each file:
- **DigitalExperienceConfig**: Update to new primary URL
- **Network**: Update to new secondary URL (typically primary URL + `vforcesite`)
- **CustomSite**: Update to **same value as Network** (must be synchronized)
**Step 4: Validate Naming Convention**
Ensure URL values follow best practices:
- Use lowercase letters only
- Avoid special characters except hyphens where appropriate
- Keep URLs concise and meaningful
**Step 5: Verify Consistency**
Before deploying, confirm:
- [ ] Primary URL in `DigitalExperienceConfig` is set correctly
- [ ] Secondary URL in `Network` matches `CustomSite` exactly
- [ ] URLs are properly differentiated (typically via suffix)
- [ ] All URL values follow naming conventions
#### Example URL Configuration
```
ChatterNetworkPicasso Site (Primary):
DigitalExperienceConfig: <urlPathPrefix>bestsupport</urlPathPrefix>
Network + ChatterNetwork Site (Secondary):
Network: <urlPathPrefix>bestsupportvforcesite</urlPathPrefix>
CustomSite: <urlPathPrefix>bestsupportvforcesite</urlPathPrefix>
```
#### Common Pitfalls to Avoid
**Don't** update only one or two files - all three must be updated
**Don't** use different values in Network and CustomSite
**Don't** use the same URL for both Primary and Secondary groups
**Don't** skip the discovery step with `search_files`
**Do** use `search_files` to find all occurrences first
**Do** maintain URL differentiation between the two groups
**Do** follow lowercase naming conventions

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@ -0,0 +1,89 @@
# Updating Experience Site URLs
Experience sites have a three-component architecture with two distinct URL patterns. Understanding this structure is critical when updating site URLs.
## Architecture Overview
Every Salesforce Experience Site consists of three components:
1. **Network** (metadata: `Network`) - Network configuration
2. **ChatterNetwork Site** (metadata: `CustomSite`) - Legacy site and proxy core site services
3. **ChatterNetworkPicasso Site** (metadata: `DigitalExperienceConfig` + `DigitalExperienceBundle`) - Customer-facing pages and content
## URL Pattern
These three components use **two different URLs**:
- **Primary URL** (ChatterNetworkPicasso): Used for customer-facing pages
- Defined in: `DigitalExperienceConfig``<urlPathPrefix>`
- Example: `mysite`
- **Secondary URL** (Network + CustomSite): Used for legacy authentication endpoints and other services
- Defined in: `Network``<urlPathPrefix>` AND `CustomSite``<urlPathPrefix>`
- Example: `mysitevforcesite`
- **Must be synchronized** - both files must have identical values
By default, Salesforce differentiates these URLs by appending `vforcesite` suffix to the Network/CustomSite URL.
## URL Update Workflow
When updating site URLs, follow this workflow:
### Step 1: Discover All URL References
Use `search_files` to find all occurrences of `urlPathPrefix` in the project:
```bash
search_files --path force-app/main/default --regex "urlPathPrefix" --file-pattern "*.xml"
```
### Step 2: Identify URL Groups
Determine which files belong to which URL group:
- **Primary URL Group**: `DigitalExperienceConfig`
- **Secondary URL Group**: `Network` AND `CustomSite`
### Step 3: Update URLs Consistently
Update the `<urlPathPrefix>` value in each file:
- **DigitalExperienceConfig**: Update to new primary URL
- **Network**: Update to new secondary URL (typically primary URL + `vforcesite`)
- **CustomSite**: Update to **same value as Network** (must be synchronized)
### Step 4: Validate Naming Convention
Ensure URL values follow best practices:
- Use lowercase letters only
- Avoid special characters except hyphens where appropriate
- Keep URLs concise and meaningful
### Step 5: Verify Consistency
Before deploying, confirm:
- [ ] Primary URL in `DigitalExperienceConfig` is set correctly
- [ ] Secondary URL in `Network` matches `CustomSite` exactly
- [ ] URLs are properly differentiated (typically via suffix)
- [ ] All URL values follow naming conventions
## Example URL Configuration
```
ChatterNetworkPicasso Site (Primary):
DigitalExperienceConfig: <urlPathPrefix>bestsupport</urlPathPrefix>
Network + ChatterNetwork Site (Secondary):
Network: <urlPathPrefix>bestsupportvforcesite</urlPathPrefix>
CustomSite: <urlPathPrefix>bestsupportvforcesite</urlPathPrefix>
```
## Common Pitfalls to Avoid
**Don't** update only one or two files - all three must be updated
**Don't** use different values in Network and CustomSite
**Don't** use the same URL for both Primary and Secondary groups
**Don't** skip the discovery step with `search_files`
**Do** use `search_files` to find all occurrences first
**Do** maintain URL differentiation between the two groups
**Do** follow lowercase naming conventions