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20ae436442
Data Cloud 360° view of a single Agentforce session — DC-only, zero
Splunk dependency. Pulls 24 STDM + GenAI DMOs via the Data Cloud Query
REST API, assembles a hierarchical session tree (Interaction → Step →
Generation → GatewayRequest), and renders a human-readable markdown
summary with transcript + per-turn topic/action invocations + LLM
generations + tool calls + audit chain.
Migrated as a standalone Apache-2.0 skill from an internal hub plugin —
self-contained, no sibling-skill or plugin dependencies.
What this skill answers:
- "Trace session <uuid>" / "Summarize what happened in <0Mw…>"
- "Find escalated sessions today on Messaging in <org>"
- Session discovery by time / agent / channel / outcome / conversation
text when the user has no session id
What it does NOT answer (use a different surface):
- Design-time architecture — use investigating-agentforce-architecture
- Runtime planner availability — DC alone can't tell you which
topic/action was eligible for the classifier on a given turn
Skill layout:
- 8 Python pipeline modules (fetch_dc, assemble_dc, render_dc,
discover_sessions, resolve_session, dc, storage, config)
- 4 _shared helpers (paths, fs_guard, sql, __init__) with skill-scoped
DATA_ROOT (~/.claude/data/investigating-agentforce-d360/)
- 26 SQL templates under assets/dc/
- 27 test files (367 tests + 18 subtests, 100% passing)
- 3 reference docs (artifacts.md, dc_dmo_fields.md,
dc_pipeline_contract.md)
- SKILL.md (sf-skills frontmatter, license: Apache-2.0,
metadata.version: "1.0")
- README.md (external-facing quick-start)
- tools/grant_allowlist.py (idempotent first-run permission grant)
- tools/archive_data_dir.sh (opt-in stop-hook tarballer)
Quality gates:
- pytest scripts/tests/: 367 passed + 18 subtests, 0 failures
- npm run validate:skills: 62 of 62 skill(s) checked, 0 errors
- Live end-to-end runs against 3 real Salesforce sessions exercising
both the full-tree and STDM-lag gateway-direct render branches
- 4 independent code-review rounds (correctness, security, markdown,
architecture-critic) — all findings addressed
Customer-data hygiene: no live tenant ids, no internal sprint markers,
no hub/sibling-skill references. Synthetic fixtures look obviously
synthetic (`019dface-…` UUIDs, `0MwTESTMSG…` MessagingSession ids,
`00DTESTORG…` org ids, `MyAgent` placeholder agent name).
Sibling skill: investigating-agentforce-architecture (PR #278) — same
migration pattern, design-time metadata; complementary scope.
37 lines
2.3 KiB
SQL
37 lines
2.3 KiB
SQL
-- Session discovery — find candidate sessions by time/agent/channel/outcome/grep.
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-- Produces a short row-per-session shape for the picker rendered by
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-- scripts/discover_sessions.py. NOT used by the trace pipeline — once the user
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-- picks a UUID, the full pipeline runs fetch_dc.py against the 24-DMO waterfall.
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--
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-- Placeholders (substituted by scripts/dc.py.load_sql):
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-- SELECT_LIST — either `s.ssot__Id__c, s.ssot__StartTimestamp__c, s.ssot__EndTimestamp__c,
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-- s.ssot__AiAgentChannelType__c, s.ssot__AiAgentSessionEndType__c`
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-- OR `DISTINCT <same columns>` when JOINs are present (DC SQL requires
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-- ORDER BY columns to appear in a DISTINCT projection).
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-- JOINS — zero or more JOIN clauses, newline-separated, or empty string:
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-- * `JOIN ssot__AiAgentSessionParticipant__dlm p ON s.ssot__Id__c = p.ssot__AiAgentSessionId__c`
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-- (required when filtering by --agent)
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-- * `JOIN ssot__AiAgentInteraction__dlm i ON s.ssot__Id__c = i.ssot__AiAgentSessionId__c
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-- JOIN ssot__AiAgentInteractionMessage__dlm m ON i.ssot__Id__c = m.ssot__AiAgentInteractionId__c`
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-- (required when filtering by --grep)
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-- WHERE_CLAUSE — composed by the caller. No "WHERE" keyword. Always non-empty
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-- (at minimum the time-range predicate). All user-supplied string
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-- literals are single-quote-escaped by doubling quotes (O'Brien → O''Brien).
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-- LIMIT — integer, 1..N. Default in caller is 20.
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--
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-- Field reference:
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-- time range → s.ssot__StartTimestamp__c >= '<startISO>' AND s.ssot__StartTimestamp__c < '<endISO>'
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-- outcome → s.ssot__AiAgentSessionEndType__c = '<USER_ENDED|ESCALATED|TRANSFERRED|TIMEOUT|NOT_SET>'
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-- channel → s.ssot__AiAgentChannelType__c = '<Builder|SCRT2 - EmbeddedMessaging|Voice|...>'
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-- agent → p.ssot__AiAgentApiName__c = '<AgentApiName>' (requires participant JOIN)
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-- grep → m.ssot__ContentText__c LIKE '%<escaped-pattern>%' (requires interaction+message JOIN)
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--
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-- All STDM timestamps are UTC.
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SELECT {{SELECT_LIST}}
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FROM ssot__AIAgentSession__dlm s
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{{JOINS}}
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WHERE {{WHERE_CLAUSE}}
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ORDER BY s.ssot__StartTimestamp__c DESC
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LIMIT {{LIMIT}};
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