afv-library/skills/sales-agentforce-pipeline-management-configure/scripts

Scripts for Pipeline Management Configuration

This directory contains automation scripts for enabling Agentforce Pipeline Management. All scripts require an sfdx-project.json in your working directory.

Prerequisites

• Salesforce CLI (sf) installed
• Authenticated org with alias
• sfdx-project.json in working directory (see ../assets/sfdx-project.json)

Usage Table

Script	Purpose	Usage	Dependencies
setup-all.sh	Master orchestration — end-to-end setup, enables all prerequisites + PM inline	./setup-all.sh <org-alias> --fields "NextStep,Risk__c"	None (auth only)
retrieve-settings.sh	Retrieve all settings for inspection	./retrieve-settings.sh <org-alias>	None
enable-prerequisites.sh	Enable prerequisite settings only (no fields/flow/agent)	./enable-prerequisites.sh <org-alias>	None
enable-deal-agent.sh	Enable SalesDealAgent settings (standalone helper)	./enable-deal-agent.sh <org-alias>	Prerequisites must already be enabled
create-flow.sh	Detect/verify/activate suggestion flow	./create-flow.sh <org-alias>	Deal agent enabled + manual UI clone
create-agent.sh	Verify/create/activate agent	./create-agent.sh <org-alias>	Deal agent enabled
deploy-settings.sh	Deploy settings from local files	./deploy-settings.sh <org-alias>	Local metadata files
verify-all.sh	Comprehensive status check	./verify-all.sh <org-alias>	None (read-only)

Execution Order

For end-to-end setup, drive setup-all.sh — it enables all prerequisites (Einstein GenAI, Agentforce, Enhanced Notes, Opportunity Team), enables Pipeline Management, deploys prompt templates, builds/activates the flow, provisions the agent + PSGs, and verifies, in dependency order. The individual scripts below are for isolated inspection or repair of a single component:

1. retrieve-settings.sh — Inspect current state
2. enable-prerequisites.sh — Enable prerequisite settings only (Einstein, Notes, Opportunity Team)
3. enable-deal-agent.sh — Enable Pipeline Management in isolation (prerequisites must already be on)
4. create-flow.sh — Detect/verify/activate flow (requires manual Setup UI clone first)
5. create-agent.sh — Verify agent user and PSGs (auto-provisioned on enablement)
6. verify-all.sh — Comprehensive status check (read-only)

Important Notes

• All scripts are idempotent (safe to re-run)
• Scripts use SOAP API v62.0-64.0 for settings that fail silently via CLI
• Individual setting deployment isolates failures
• Each script validates before making changes
• All sf commands use --json with error suppression for clean parsing

sfdx-project.json Requirement

All scripts expect an sfdx-project.json in your working directory. Copy from ../assets/sfdx-project.json:

cp ../assets/sfdx-project.json ./sfdx-project.json

Error Handling

• Scripts exit with non-zero code on critical failures
• Warnings are logged but don't stop execution
• SOAP API errors are captured and reported
• Missing metadata is handled gracefully