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37aa84df42
* Migrating Core Salesforce Skills * Updating pr comments * updat reference * Updating a skill * Migrating Datacloud skills * Migrating Industries cloud skills * Validating - skills fixing --------- Co-authored-by: Sandip Kumar Yadav <sandipkumar.yadav+sfemu@salesforce.com>
530 lines
15 KiB
Markdown
530 lines
15 KiB
Markdown
<!-- Parent: generating-visual-diagrams/SKILL.md -->
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# Interview Questions Reference
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This document defines the questions Claude should ask (via `AskUserQuestion`) before generating images with generating-visual-diagrams.
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---
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## How to Use This Reference
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When a user requests an image, Claude should:
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1. **Detect image type** from the request
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2. **Find the matching question set** below
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3. **Invoke AskUserQuestion** with those questions
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4. **Build prompt** using the answers
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5. **Generate image** with optimized parameters
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### Skip Interview Triggers
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Skip questions and use defaults when user says:
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- "quick" - e.g., "Quick ERD of Account-Contact"
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- "simple" - e.g., "Simple LWC mockup"
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- "just generate" - e.g., "Just generate an architecture diagram"
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- "fast" - e.g., "Fast ERD draft"
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---
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## ERD Diagram Questions
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### When to Use
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User mentions: ERD, entity relationship, data model, object relationships, schema diagram
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### Questions
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```json
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{
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"questions": [
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{
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"question": "Which objects should be included in the ERD?",
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"header": "Objects",
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"multiSelect": false,
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"options": [
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{
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"label": "Core CRM (Recommended)",
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"description": "Account, Contact, Opportunity, Case - standard sales/service objects"
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},
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{
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"label": "Sales Cloud",
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"description": "Lead, Campaign, Quote, Order, PriceBook, Product"
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},
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{
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"label": "Service Cloud",
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"description": "Case, Knowledge, Entitlement, Asset, ServiceContract"
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},
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{
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"label": "Custom objects",
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"description": "I'll specify the custom objects to include"
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}
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]
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},
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{
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"question": "What visual style do you prefer?",
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"header": "Style",
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"multiSelect": false,
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"options": [
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{
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"label": "Architect.salesforce.com (Recommended)",
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"description": "Official Salesforce style: dark border + light fill, header banner, legend bar"
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},
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{
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"label": "Whiteboard",
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"description": "Hand-drawn look, casual feel for brainstorming"
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},
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{
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"label": "Technical",
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"description": "Detailed with field names and data types"
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},
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{
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"label": "Minimalist",
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"description": "Simple boxes, focus on relationships only"
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}
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]
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},
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{
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"question": "What's the primary purpose of this ERD?",
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"header": "Purpose",
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"multiSelect": false,
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"options": [
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{
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"label": "Documentation (4K)",
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"description": "High quality for wikis, docs, long-term reference"
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},
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{
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"label": "Quick draft (1K)",
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"description": "Fast iteration, refine the prompt first"
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},
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{
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"label": "Presentation",
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"description": "Slides for stakeholders, clean and simple"
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},
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{
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"label": "Architecture review",
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"description": "Technical discussion with developers/architects"
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}
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]
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},
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{
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"question": "Any special requirements? (Select all that apply)",
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"header": "Extras",
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"multiSelect": true,
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"options": [
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{
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"label": "Include legend",
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"description": "Add a legend explaining colors and relationship types"
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},
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{
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"label": "Show field names",
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"description": "Display key fields inside each object box"
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},
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{
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"label": "Color-code by type",
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"description": "Standard=blue, Custom=orange, External=green"
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},
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{
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"label": "None",
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"description": "Use default styling without extras"
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}
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]
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}
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]
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}
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```
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### Answer-to-Prompt Mapping
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| Answer | Prompt Addition |
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|--------|-----------------|
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| Core CRM | "Account, Contact, Opportunity, Case with standard relationships" |
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| Sales Cloud | "Lead, Campaign, Quote, Order, PriceBook, Product with conversion flows" |
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| Service Cloud | "Case, Knowledge, Entitlement, Asset, ServiceContract hierarchy" |
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| Architect.salesforce.com | "Official architect.salesforce.com style: page title, header banner with Salesforce logo, LEGEND bar (ENTITIES + RELATIONSHIPS), dark border + light translucent fill boxes (~25% opacity), labeled relationship lines, footer with copyright" |
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| Whiteboard | "Hand-drawn sketch style, informal, whiteboard aesthetic" |
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| Technical | "Include field names, data types, API names in each box" |
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| Documentation (4K) | Use Python script with `-r 4K`, include full header + legend |
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| Quick draft (1K) | Use CLI or Python with `-r 1K` |
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| Include legend | "Include LEGEND bar at top with ENTITIES and RELATIONSHIPS sections" |
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| Color-code | "Auto-detect cloud color: Sales=Teal #0B827C, Service=Magenta #9E2A7D, Platform=Purple #5A67D8" |
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### Default Values (for Skip Mode)
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- Objects: Core CRM
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- Style: Architect.salesforce.com
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- Purpose: Quick draft (1K)
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- Extras: Include legend
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---
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## LWC Component Mockup Questions
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### When to Use
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User mentions: LWC, Lightning Web Component, component mockup, wireframe, UI mockup, form, table, card
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### Questions
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```json
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{
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"questions": [
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{
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"question": "What type of component do you need?",
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"header": "Component",
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"multiSelect": false,
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"options": [
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{
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"label": "Data table (Recommended)",
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"description": "List view with columns, sorting, row actions"
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},
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{
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"label": "Record form",
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"description": "Create/edit form with fields and sections"
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},
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{
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"label": "Dashboard card",
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"description": "Metrics, charts, or KPI tiles"
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},
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{
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"label": "Custom layout",
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"description": "I'll describe the specific layout needed"
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}
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]
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},
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{
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"question": "Which Salesforce object is this for?",
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"header": "Object",
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"multiSelect": false,
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"options": [
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{
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"label": "Account",
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"description": "Customer/company records"
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},
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{
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"label": "Contact",
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"description": "Individual person records"
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},
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{
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"label": "Opportunity",
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"description": "Sales deals and pipeline"
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},
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{
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"label": "Custom object",
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"description": "I'll specify the object name"
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}
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]
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},
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{
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"question": "Where will this component be used?",
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"header": "Context",
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"multiSelect": false,
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"options": [
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{
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"label": "Lightning Record Page (Recommended)",
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"description": "Embedded on Account, Contact, etc. detail pages"
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},
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{
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"label": "Lightning App Page",
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"description": "Home page, dashboard, or custom app"
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},
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{
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"label": "Experience Cloud",
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"description": "Customer/partner portal (community)"
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},
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{
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"label": "Standalone app",
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"description": "Full-page Lightning app or utility bar"
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}
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]
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},
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{
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"question": "Style preferences? (Select all that apply)",
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"header": "Style",
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"multiSelect": true,
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"options": [
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{
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"label": "SLDS standard",
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"description": "Standard Lightning Design System styling"
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},
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{
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"label": "Dense/compact",
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"description": "Reduced spacing for data-heavy views"
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},
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{
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"label": "Mobile-responsive",
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"description": "Adapts to mobile screen sizes"
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},
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{
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"label": "Card-based",
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"description": "Elevated card container with shadow"
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}
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]
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}
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]
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}
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```
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### Answer-to-Prompt Mapping
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| Answer | Prompt Addition |
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|--------|-----------------|
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| Data table | "Lightning datatable with columns, header with search, row actions menu" |
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| Record form | "Lightning record form with sections, field labels, Save/Cancel buttons" |
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| Dashboard card | "SLDS card component with metric value, label, trend indicator" |
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| Lightning Record Page | "Component sized for record page sidebar or main content" |
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| Experience Cloud | "Portal-friendly styling, user-facing design" |
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| Dense/compact | "Compact spacing, reduced padding, data-dense layout" |
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| Mobile-responsive | "Responsive design, single column on mobile" |
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### Default Values (for Skip Mode)
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- Component: Data table
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- Object: Account
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- Context: Lightning Record Page
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- Style: SLDS standard
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---
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## Architecture/Integration Diagram Questions
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### When to Use
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User mentions: architecture, integration, system diagram, data flow, API flow, authentication flow
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### Questions
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```json
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{
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"questions": [
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{
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"question": "What type of diagram do you need?",
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"header": "Diagram",
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"multiSelect": false,
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"options": [
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{
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"label": "Integration flow (Recommended)",
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"description": "System-to-system data synchronization"
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},
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{
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"label": "Data flow",
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"description": "Entity movement between systems"
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},
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{
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"label": "Authentication flow",
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"description": "OAuth, JWT, SSO sequence diagram"
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},
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{
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"label": "Event-driven",
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"description": "Platform Events, CDC, pub/sub architecture"
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}
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]
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},
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{
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"question": "Which systems are involved?",
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"header": "Systems",
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"multiSelect": false,
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"options": [
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{
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"label": "Salesforce + ERP",
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"description": "SAP, Oracle, NetSuite, Microsoft Dynamics"
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},
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{
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"label": "Salesforce + Marketing",
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"description": "Marketo, Pardot, HubSpot, Marketing Cloud"
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},
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{
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"label": "Salesforce + Custom APIs",
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"description": "Internal services, microservices, legacy systems"
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},
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{
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"label": "Multiple systems",
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"description": "I'll specify the systems involved"
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}
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]
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},
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{
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"question": "What protocols/patterns are used? (Select all that apply)",
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"header": "Protocols",
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"multiSelect": true,
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"options": [
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{
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"label": "REST APIs",
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"description": "JSON over HTTP, most common pattern"
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},
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{
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"label": "Platform Events / CDC",
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"description": "Salesforce event-driven integration"
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},
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{
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"label": "MuleSoft / iPaaS",
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"description": "Integration platform as middleware"
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},
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{
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"label": "SOAP / Legacy",
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"description": "XML-based, enterprise protocols"
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}
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]
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},
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{
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"question": "What elements should be highlighted? (Select all that apply)",
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"header": "Elements",
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"multiSelect": true,
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"options": [
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{
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"label": "Auth badges",
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"description": "Show OAuth 2.0, JWT, API Key on connections"
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},
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{
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"label": "Error handling",
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"description": "Retry logic, dead letter queues, fallbacks"
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},
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{
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"label": "Data transforms",
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"description": "Mapping, conversion, enrichment steps"
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},
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{
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"label": "Timing/frequency",
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"description": "Sync intervals, batch schedules"
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}
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]
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}
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]
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}
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```
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### Answer-to-Prompt Mapping
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| Answer | Prompt Addition |
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|--------|-----------------|
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| Integration flow | "System integration diagram with bidirectional data flow arrows" |
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| Authentication flow | "OAuth 2.0 sequence diagram with token exchange steps" |
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| Salesforce + ERP | "Salesforce (cloud icon) connected to ERP (server icon)" |
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| REST APIs | "REST/JSON labels on connection arrows" |
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| Platform Events | "Platform Events pub/sub with event bus in center" |
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| Auth badges | "OAuth 2.0 / JWT badges on integration arrows" |
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| Error handling | "Error queue and retry logic shown as separate path" |
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### Default Values (for Skip Mode)
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- Diagram: Integration flow
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- Systems: Salesforce + Custom APIs
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- Protocols: REST APIs
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- Elements: Auth badges
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---
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## Code Review Questions (Gemini Sub-Agent)
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### When to Use
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User mentions: review, code review, check my code, analyze, audit, best practices
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### Questions for Apex Review
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```json
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{
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"questions": [
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{
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"question": "What type of Apex code is this?",
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"header": "Code Type",
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"multiSelect": false,
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"options": [
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{
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"label": "Trigger",
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"description": "Before/after trigger on an object"
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},
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{
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"label": "Batch job",
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"description": "Batch Apex for large data processing"
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},
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{
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"label": "Service class",
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"description": "Business logic, utility, or helper class"
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},
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{
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"label": "Controller",
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"description": "Aura/LWC controller or VF controller"
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}
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]
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},
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{
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"question": "What should the review focus on?",
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"header": "Focus",
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"multiSelect": true,
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"options": [
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{
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"label": "Bulkification",
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"description": "SOQL/DML in loops, governor limits"
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},
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{
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"label": "Security",
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"description": "CRUD/FLS checks, injection vulnerabilities"
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},
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{
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"label": "Performance",
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"description": "Query optimization, caching, efficiency"
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},
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{
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"label": "Best practices",
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"description": "Naming, structure, patterns, testability"
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}
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]
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}
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]
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}
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```
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---
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## Quick Reference Card
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| Image Type | Trigger Keywords | Questions |
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|------------|-----------------|-----------|
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| ERD | ERD, entity, data model, schema | Objects, Style, Purpose, Extras |
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| LWC Mockup | LWC, component, mockup, wireframe | Component, Object, Context, Style |
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| Architecture | architecture, integration, flow | Diagram, Systems, Protocols, Elements |
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| Code Review | review, analyze, check, audit | Code Type, Focus |
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---
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## Example: Full Interview Flow
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### User Says
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"I need an ERD for my Service Cloud implementation"
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### Claude Invokes AskUserQuestion
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```
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Objects: Core CRM / Sales Cloud / Service Cloud / Custom
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Style: Professional / Whiteboard / Technical / Minimalist
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Purpose: Documentation / Quick draft / Presentation / Review
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Extras: Legend / Field names / Color-code / None
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```
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### User Selects
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- Objects: Service Cloud
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- Style: Professional
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- Purpose: Documentation
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- Extras: Legend, Color-code
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### Claude Builds Prompt
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```
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Professional Salesforce ERD diagram showing Service Cloud objects:
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- Case (blue, center): Main service object
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- Knowledge (green, right): Linked articles
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- Entitlement (yellow, left): Service level agreements
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- Asset (orange, below): Customer-owned products
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- ServiceContract (purple, top): Contract management
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Relationships:
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- Case → Knowledge (Lookup, dashed arrow)
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- Case → Asset (Lookup, dashed arrow)
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- Asset → ServiceContract (Master-Detail, solid arrow)
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Color coding: Standard objects (blue), Service objects (green/yellow)
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Include legend in bottom-right corner.
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Clean white background, SLDS styling.
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```
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### Claude Generates
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```bash
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uv run scripts/generate_image.py \
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-p "[prompt above]" \
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-f "service-cloud-erd.png" \
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-r 4K
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```
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