mirror of
https://github.com/forcedotcom/afv-library.git
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b26d254871
Adds a skill for authoring Tableau Next semantic models (SDMs) on Data 360: build from scratch, add data objects, define joins, enrich with calculated fields and metrics, and make models AI-ready. Smoke-tested against a live Data 360 org: SDM discovery, AI-readiness flip, dimension creation, metric creation, and description backfill all exercised end-to-end.
608 lines
19 KiB
Markdown
608 lines
19 KiB
Markdown
# Semantic Authoring API Reference
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Complete REST API documentation for creating calculated fields, dimensions, and metrics on Semantic Data Models.
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## Base URL
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All endpoints use the base URL:
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```
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https://{instance}.salesforce.com/services/data/v66.0
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```
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Where `{instance}` is your Salesforce instance (e.g., `myorg` for `myorg.salesforce.com`)
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**Important:** Semantic authoring endpoints do NOT use `minorVersion` query parameter (unlike visualization/dashboard endpoints).
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## Authentication
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All requests require Bearer token authentication:
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```bash
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-H "Authorization: Bearer {access_token}"
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-H "Content-Type: application/json"
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```
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**Getting an Access Token (using SF CLI):**
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```bash
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export SF_ORG=myorg
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export SF_TOKEN=$(sf org auth show-access-token --target-org $SF_ORG --json | jq -r '.result.accessToken')
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export SF_INSTANCE=$(sf org display --target-org $SF_ORG --json | jq -r '.result.instanceUrl')
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```
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**Required Permissions:**
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- View Semantic Models
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- Create/Edit Semantic Models
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---
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## Discovery Endpoints
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### List Semantic Models
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Get all semantic models available to the authenticated user.
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**Endpoint:** `GET /ssot/semantic/models`
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**Request:**
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```bash
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curl -X GET \
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"${SF_INSTANCE}/services/data/v66.0/ssot/semantic/models" \
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-H "Authorization: Bearer ${SF_TOKEN}"
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```
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**Response:**
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```json
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{
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"semantic_models": [
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{
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"id": "0FKxx0000000001",
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"apiName": "Sales_Cloud12_backward",
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"label": "Sales Analytics",
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"description": "Sales performance metrics and trends",
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"dataspace": "default",
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"categories": ["Sales"],
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"createdDate": "2024-01-15T10:30:00Z",
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"lastModifiedDate": "2024-02-20T14:45:00Z"
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}
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],
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"count": 1
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}
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```
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### Get Semantic Model Definition
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Retrieve complete structure of a semantic model including objects, dimensions, measurements, and metrics.
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**Endpoint:** `GET /ssot/semantic/models/{sdmApiNameOrId}`
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**Request:**
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```bash
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curl -X GET \
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"${SF_INSTANCE}/services/data/v66.0/ssot/semantic/models/Sales_Cloud12_backward" \
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-H "Authorization: Bearer ${SF_TOKEN}"
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```
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**Response Structure:**
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```json
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{
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"id": "0FKxx0000000001",
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"apiName": "Sales_Cloud12_backward",
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"label": "Sales Analytics",
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"dataspace": "default",
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"semanticDataObjects": [
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{
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"apiName": "Opportunity_TAB_Sales_Cloud",
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"label": "Opportunities",
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"semanticDimensions": [
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{
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"apiName": "Region",
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"label": "Region",
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"fieldName": "Region__c",
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"dataType": "Text",
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"objectName": "Opportunity_TAB_Sales_Cloud"
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}
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],
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"semanticMeasurements": [
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{
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"apiName": "Amount",
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"label": "Amount",
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"fieldName": "Amount",
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"dataType": "Number",
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"aggregationType": "Sum",
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"decimalPlace": 2,
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"objectName": "Opportunity_TAB_Sales_Cloud"
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}
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]
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}
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],
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"calculatedMeasurements": [
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{
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"apiName": "Total_Revenue_clc",
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"label": "Total Revenue",
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"expression": "SUM([Amount])",
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"aggregationType": "Sum",
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"dataType": "Number"
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}
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],
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"calculatedDimensions": [
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{
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"apiName": "Deal_Size_Category_clc",
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"label": "Deal Size Category",
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"expression": "IF [Amount] > 100000 THEN 'Large' ELSE 'Small' END",
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"dataType": "Text"
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}
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],
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"semanticMetrics": [
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{
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"apiName": "Total_Revenue_mtc",
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"label": "Total Revenue",
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"measurementReference": {
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"calculatedFieldApiName": "Total_Revenue_clc"
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},
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"timeDimensionReference": {
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"tableFieldReference": {
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"fieldApiName": "Close_Date",
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"tableApiName": "Opportunity_TAB_Sales_Cloud"
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}
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},
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"timeGrains": ["Day", "Week", "Month", "Quarter", "Year"]
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}
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]
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}
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```
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---
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## Creation Endpoints
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### Create Calculated Measurement
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Create a calculated measurement field on an SDM.
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**Endpoint:** `POST /ssot/semantic/models/{{modelName}}/calculated-measurements`
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**Request body:**
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```json
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{
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"apiName": "Total_Revenue_clc",
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"label": "Total Revenue",
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"expression": "SUM([Amount])",
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"aggregationType": "Sum",
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"dataType": "Number",
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"decimalPlace": 2,
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"description": "Total revenue from all opportunities"
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}
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```
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**curl example:**
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```bash
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curl -X POST \
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"${SF_INSTANCE}/services/data/v66.0/ssot/semantic/models/Sales_Cloud12_backward/calculated-measurements" \
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-H "Authorization: Bearer ${SF_TOKEN}" \
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-H "Content-Type: application/json" \
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-d '{
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"apiName": "Total_Revenue_clc",
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"label": "Total Revenue",
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"expression": "SUM([Amount])",
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"aggregationType": "Sum",
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"dataType": "Number",
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"decimalPlace": 2
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}'
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```
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**Required fields:**
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- `apiName` (must end with `_clc`, no double underscores)
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- `label`
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- `expression` (Tableau formula)
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- `aggregationType` (Sum, Avg, Min, Max, Count, UserAgg)
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- `dataType` (Number, Text, Date, Boolean)
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**Optional fields:**
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- `description`
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- `decimalPlace` (for Number type, default 2)
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**Response:**
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```json
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{
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"id": "0Fmxx0000000001",
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"apiName": "Total_Revenue_clc",
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"label": "Total Revenue",
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"success": true
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}
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```
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### Create Calculated Dimension
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Create a calculated dimension field on an SDM.
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**Endpoint:** `POST /ssot/semantic/models/{{modelName}}/calculated-dimensions`
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**Request body:**
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```json
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{
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"apiName": "Deal_Size_Category_clc",
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"label": "Deal Size Category",
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"expression": "IF [Amount] > 100000 THEN 'Large' ELSEIF [Amount] > 50000 THEN 'Medium' ELSE 'Small' END",
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"dataType": "Text",
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"description": "Categorizes deals by size"
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}
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```
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**curl example:**
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```bash
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curl -X POST \
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"${SF_INSTANCE}/services/data/v66.0/ssot/semantic/models/Sales_Cloud12_backward/calculated-dimensions" \
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-H "Authorization: Bearer ${SF_TOKEN}" \
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-H "Content-Type: application/json" \
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-d '{
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"apiName": "Deal_Size_Category_clc",
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"label": "Deal Size Category",
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"expression": "IF [Amount] > 100000 THEN '\''Large'\'' ELSEIF [Amount] > 50000 THEN '\''Medium'\'' ELSE '\''Small'\'' END",
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"dataType": "Text"
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}'
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```
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**Required fields:**
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- `apiName` (must end with `_clc`, no double underscores)
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- `label`
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- `expression` (Tableau formula)
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- `dataType` (Text, Date, Boolean)
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**Optional fields:**
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- `description`
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**Note:** Dimensions don't require `aggregationType` (only measurements do).
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### Create Semantic Metric
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Create a semantic metric on an SDM. Metrics reference existing calculated fields.
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**Endpoint:** `POST /ssot/semantic/models/{{modelName}}/metrics`
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**Request body (basic):**
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```json
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{
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"apiName": "Total_Revenue_mtc",
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"label": "Total Revenue",
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"aggregationType": "UserAgg",
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"measurementReference": {
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"calculatedFieldApiName": "Total_Revenue_clc"
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},
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"timeDimensionReference": {
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"tableFieldReference": {
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"fieldApiName": "Close_Date",
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"tableApiName": "Opportunity_TAB_Sales_Cloud"
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}
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},
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"timeGrains": ["Day", "Week", "Month", "Quarter", "Year"],
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"filters": [],
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"isCumulative": false,
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"isGoalEditingBlocked": false
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}
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```
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**curl example:**
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```bash
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curl -X POST \
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"${SF_INSTANCE}/services/data/v66.0/ssot/semantic/models/Sales_Cloud12_backward/metrics" \
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-H "Authorization: Bearer ${SF_TOKEN}" \
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-H "Content-Type: application/json" \
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-d '{
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"apiName": "Total_Revenue_mtc",
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"label": "Total Revenue",
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"aggregationType": "UserAgg",
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"measurementReference": {
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"calculatedFieldApiName": "Total_Revenue_clc"
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},
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"timeDimensionReference": {
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"tableFieldReference": {
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"fieldApiName": "Close_Date",
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"tableApiName": "Opportunity_TAB_Sales_Cloud"
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}
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},
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"timeGrains": ["Day", "Week", "Month", "Quarter", "Year"],
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"filters": [],
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"isCumulative": false,
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"isGoalEditingBlocked": false
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}'
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```
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**Required fields:**
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- `apiName` (must end with `_mtc`, no double underscores)
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- `label`
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- `aggregationType` (typically `UserAgg`)
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- `measurementReference.calculatedFieldApiName` (must exist on SDM)
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- `timeDimensionReference` (field + table for time-based analysis)
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- `timeGrains` (array of: "Day", "Week", "Month", "Quarter", "Year")
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**Optional fields:**
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- `description`
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- `additionalDimensions` (for breakdown analysis)
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- `insightsSettings` (auto-generated if not provided)
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- `filters`
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- `isCumulative` (default false)
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- `isGoalEditingBlocked` (default false)
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- `sentiment` (SentimentTypeUpIsGood, SentimentTypeUpIsBad, SentimentTypeNone)
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**Request body (with additional dimensions):**
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```json
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{
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"apiName": "Revenue_by_Region_mtc",
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"label": "Revenue by Region",
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"aggregationType": "UserAgg",
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"measurementReference": {
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"calculatedFieldApiName": "Total_Revenue_clc"
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},
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"timeDimensionReference": {
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"tableFieldReference": {
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"fieldApiName": "Close_Date",
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"tableApiName": "Opportunity_TAB_Sales_Cloud"
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}
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},
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"timeGrains": ["Day", "Week", "Month", "Quarter", "Year"],
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"additionalDimensions": [
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{
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"tableFieldReference": {
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"fieldApiName": "Region",
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"tableApiName": "Opportunity_TAB_Sales_Cloud"
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}
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}
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],
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"insightsSettings": {
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"insightTypes": [
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{"enabled": true, "type": "TopContributors"},
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{"enabled": true, "type": "TrendChangeAlert"},
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{"enabled": true, "type": "BottomContributors"}
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],
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"insightsDimensionsReferences": [
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{
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"tableFieldReference": {
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"fieldApiName": "Region",
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"tableApiName": "Opportunity_TAB_Sales_Cloud"
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}
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}
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],
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"pluralNoun": "regions",
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"singularNoun": "region",
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"sentiment": "SentimentTypeUpIsGood"
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},
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"filters": [],
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"isCumulative": false,
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"isGoalEditingBlocked": false
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}
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```
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**Note:** `additionalDimensions` can reference either `tableFieldReference` (SDM fields) or `calculatedFieldApiName` (calculated dimensions).
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**The `additionalDimensions` superset rule.** Every field referenced by `insightsSettings.identifyingDimension`, `insightsSettings.insightsDimensionsReferences[]`, or `filters[].fieldName` MUST also appear in top-level `additionalDimensions[]`. Two failure modes:
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1. Insight / identifying dimension missing → **create fails**: `Validation Failed: ... Insight dimension (<Table>.<Field>) is missing from the metric additional dimensions.`
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2. Filter field missing → **create succeeds but the metric is unqueryable**: `Metric Definition Filter Field <Field> is not found in Metric Definition.`
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Downstream builders that consume this contract should enforce this pre-POST and auto-mirror `--identifying-dimension` / `--filter` fields into `additionalDimensions`.
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**`identifyingDimension`.** The Tableau Next metric UI dereferences `insightsSettings.identifyingDimension` on load and crashes if it is absent. The builder emits it, defaulting to the first additional dimension:
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```json
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"insightsSettings": {
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"identifyingDimension": {
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"identifierDimensionReference": {
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"tableFieldReference": {
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"fieldApiName": "Region",
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"tableApiName": "Opportunity_TAB_Sales_Cloud"
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}
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}
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}
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}
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```
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**Metric filters.** A non-empty `filters[]` requires a sibling `filterLogic` and fully-qualified `fieldName` values:
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```json
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"filters": [
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{
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"fieldName": "Opportunity_TAB_Sales_Cloud.Region",
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"operator": "Equals",
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"values": ["West"]
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}
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],
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"filterLogic": "1"
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```
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- `fieldName` must be qualified `Table.Field` (a bare name triggers "is not found in Metric Definition").
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- `filterLogic` is `"1"` for one filter, `"1 AND 2"` for two, etc.
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- Each filter field is auto-mirrored into `additionalDimensions` (the superset rule).
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- **Operator enum** (verified live against a v66.0 org, 2026-06-23): `Equals`, `In`, `NotIn`, `Contains`, `NotContains`, `GreaterThan`, `LessThan`, `Between`, `StartsWith`. The server uses these CamelCase names and **rejects** SQL-style `EQUAL`/`GREATER_THAN_OR_EQUAL`/`NOT_EQUAL`; there is **no** `>=`, `<=`, or `!=` operator.
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---
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## Error Responses
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All endpoints return structured error responses:
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```json
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{
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"error": {
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"code": "INVALID_FIELD",
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"message": "Field 'Amount' not found in semantic model 'Sales_Cloud12_backward'",
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"details": {
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"fieldName": "Amount",
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"availableFields": ["Total_Amount", "Close_Date", "Stage"]
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}
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}
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}
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```
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**Common Error Codes:**
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- `INVALID_TOKEN`: Authentication token is invalid or expired
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- `INSUFFICIENT_PERMISSIONS`: User lacks required permissions
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- `RESOURCE_NOT_FOUND`: SDM not found
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- `INVALID_FIELD`: Field reference doesn't exist in SDM
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- `INVALID_JSON`: Malformed JSON structure
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- `VALIDATION_ERROR`: JSON structure valid but business rules violated
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- `DUPLICATE_API_NAME`: API name already exists on SDM
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---
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## Common Validation Rules
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### API Name Rules
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- Must end with `_clc` (calculated fields) or `_mtc` (metrics)
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- Cannot contain double underscores (`__`)
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- Must be unique within the SDM
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- 1-80 characters, alphanumeric + underscore only
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**Valid:**
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- `Total_Revenue_clc`
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- `Win_Rate_mtc`
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**Invalid:**
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- `Total__Revenue_clc` (double underscore)
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- `Total_Revenue` (missing suffix)
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- `Total Revenue_clc` (space not allowed)
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### Expression Rules
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- Must use valid Tableau functions
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- Field references must exist in SDM: `[Field_Name]`
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- String literals use single quotes: `'Large'`
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- Case-insensitive function names: `SUM`, `Sum`, `sum` all work
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### Aggregation Type Rules
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- Required for measurements, not for dimensions
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- Use `UserAgg` when expression includes aggregation functions
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- Don't use `UserAgg` for simple field references
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### Field-Reference Rules
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- **Read back the auto-bind–suffixed apiName; never guess it.** Binding a field auto-suffixes its apiName *even with no collision* — `Region` → `Region5`, `Revenue` → `Revenue5`. The suffix is unpredictable. After creating/binding a field, read the real `apiName` from `discover_sdm.py --json` and use it verbatim; guessing yields "Field not found" or an opaque failure.
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- **Calculated measures are model-level — omit `objectName`.** A calculated measure (`_clc`) is not bound to a single data object. When referencing it (e.g. in viz creation), omit `objectName` (leave it `null`). Supplying any `objectName` for a calc measure returns `UNKNOWN_EXCEPTION`. Raw SDM fields, by contrast, carry `objectName` = the owning `semanticDataObjects[].apiName`.
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- **The server does no field-role validation.** It accepts a field in the wrong role (Text dimension as a measure, numeric measure as a dimension) and fails opaquely later with `UNKNOWN_EXCEPTION`. Validate roles client-side from discovery before constructing the call.
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---
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## Complete Workflow Example
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**Scenario:** Create a win rate metric with regional breakdown.
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**Step 1: Discover SDM**
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```bash
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curl -X GET \
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"${SF_INSTANCE}/services/data/v66.0/ssot/semantic/models/Sales_Cloud12_backward" \
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-H "Authorization: Bearer ${SF_TOKEN}"
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```
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**Step 2: Create calculated field (win rate)**
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```bash
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curl -X POST \
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"${SF_INSTANCE}/services/data/v66.0/ssot/semantic/models/Sales_Cloud12_backward/calculated-measurements" \
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-H "Authorization: Bearer ${SF_TOKEN}" \
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-H "Content-Type: application/json" \
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-d '{
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"apiName": "Win_Rate_clc",
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"label": "Win Rate",
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"expression": "SUM([Won_Count]) / SUM([Total_Count])",
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"aggregationType": "UserAgg",
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"dataType": "Number",
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"decimalPlace": 4
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}'
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||
```
|
||
|
||
**Step 3: Create metric with regional breakdown**
|
||
```bash
|
||
curl -X POST \
|
||
"${SF_INSTANCE}/services/data/v66.0/ssot/semantic/models/Sales_Cloud12_backward/metrics" \
|
||
-H "Authorization: Bearer ${SF_TOKEN}" \
|
||
-H "Content-Type: application/json" \
|
||
-d '{
|
||
"apiName": "Win_Rate_by_Region_mtc",
|
||
"label": "Win Rate by Region",
|
||
"aggregationType": "UserAgg",
|
||
"measurementReference": {
|
||
"calculatedFieldApiName": "Win_Rate_clc"
|
||
},
|
||
"timeDimensionReference": {
|
||
"tableFieldReference": {
|
||
"fieldApiName": "Close_Date",
|
||
"tableApiName": "Opportunity_TAB_Sales_Cloud"
|
||
}
|
||
},
|
||
"timeGrains": ["Day", "Week", "Month", "Quarter", "Year"],
|
||
"additionalDimensions": [
|
||
{
|
||
"tableFieldReference": {
|
||
"fieldApiName": "Region",
|
||
"tableApiName": "Opportunity_TAB_Sales_Cloud"
|
||
}
|
||
}
|
||
],
|
||
"filters": [],
|
||
"isCumulative": false,
|
||
"isGoalEditingBlocked": false
|
||
}'
|
||
```
|
||
|
||
**Step 4: Verify creation**
|
||
```bash
|
||
curl -X GET \
|
||
"${SF_INSTANCE}/services/data/v66.0/ssot/semantic/models/Sales_Cloud12_backward" \
|
||
-H "Authorization: Bearer ${SF_TOKEN}"
|
||
```
|
||
|
||
Check response for `calculatedMeasurements` and `semanticMetrics` arrays to verify your new field and metric appear.
|
||
|
||
---
|
||
|
||
## Rate Limits
|
||
|
||
Salesforce API rate limits apply:
|
||
- **Standard:** 15,000 API requests per 24 hours per org
|
||
- **Unlimited:** 25,000 API requests per 24 hours per org
|
||
|
||
**Best Practices:**
|
||
- Batch field creation when possible
|
||
- Cache SDM definitions (they change infrequently)
|
||
- Use dry-run mode (`--dry-run` flag) to validate payloads before POSTing
|
||
|
||
---
|
||
|
||
## Additional Resources
|
||
|
||
- [Salesforce Semantic Layer API Docs](https://developer.salesforce.com/docs/data/semantic-layer)
|
||
- [OAuth 2.0 Authentication Guide](https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_flows.htm)
|
||
- [SKILL.md](../SKILL.md) - Main workflow guide
|
||
- [tableau-functions.md](tableau-functions.md) - Complete function reference
|
||
|
||
## Endpoint Quick Reference (all in one place)
|
||
|
||
```
|
||
Discovery (no minor version):
|
||
GET /services/data/v66.0/ssot/semantic/models
|
||
GET /services/data/v66.0/ssot/semantic/models/{sdmName}
|
||
|
||
Build an SDM from scratch (no minor version):
|
||
POST /services/data/v66.0/ssot/semantic/models (create, anchor)
|
||
POST /services/data/v66.0/ssot/semantic/models/{sdmName}/data-objects (add object)
|
||
POST /services/data/v66.0/ssot/semantic/models/{sdmName}/data-objects/{obj}/dimensions
|
||
POST /services/data/v66.0/ssot/semantic/models/{sdmName}/data-objects/{obj}/measurements
|
||
POST /services/data/v66.0/ssot/semantic/models/{sdmName}/relationships (add join)
|
||
POST /services/data/v66.0/semantic-engine/gateway (cross-object query)
|
||
DELETE /services/data/v66.0/ssot/semantic/models/{sdmName} (cleanup)
|
||
|
||
Enrichment (no minor version):
|
||
POST /services/data/v66.0/ssot/semantic/models/{sdmName}/calculated-measurements
|
||
POST /services/data/v66.0/ssot/semantic/models/{sdmName}/calculated-dimensions
|
||
POST /services/data/v66.0/ssot/semantic/models/{sdmName}/metrics
|
||
|
||
AI-readiness / update (no minor version):
|
||
PATCH /services/data/v66.0/ssot/semantic/models/{sdmName} (model-level: agentEnabled, businessPreferences, description, categories)
|
||
GET /services/data/v66.0/ssot/semantic/models/{sdmName}/metrics/{metricName} (resolve full metric)
|
||
PUT /services/data/v66.0/ssot/semantic/models/{sdmName}/metrics/{metricName} (full-payload metric update)
|
||
PUT /services/data/v66.0/ssot/semantic/models/{sdmName}/data-objects/{obj}/dimensions|measurements/{field} (full-payload base-field update; PATCH=405)
|
||
PUT /services/data/v66.0/ssot/semantic/models/{sdmName}/data-objects/{obj} (full-payload data-object update; PATCH=405)
|
||
```
|
||
|
||
**Authentication:** All requests require `Authorization: Bearer {token}` header.
|