experience-cms-content-type-generate — Claude Code skill: Salesforce
Builds a ContentTypeBundle for Salesforce CMS: discovers existing types, writes the two bundle files, and checks them with a dry-run deploy.
npx skills add forcedotcom/sf-skills --skill experience-cms-content-type-generate -a claude-codeWhat experience-cms-content-type-generate does
The skill covers the whole path from a request to a finished bundle. It checks the local <sfdx-source>/contentTypes/ folder and asks metadata-grounding about types that already exist, both out-of-the-box and custom. Then it generates schema.json and .contentTypeBundle-meta.xml, runs sf project deploy start --dry-run against the chosen org, and fixes schema problems on its own, up to three attempts. Deployment waits for a yes or no answer, so nothing ships by accident.
The rules are strict. New types get created, existing ones only get reconciled against the org. Ask it to add or rename a field on a deployed type and it prints one line saying so, then still shows the type summary instead of pretending the edit happened. For real changes you edit schema.json and redeploy, or go through the CMS UI.
Before you start: CLI sf 2.0.0 or newer, API version 64.0 or higher, and the metadata-grounding and content-readonly MCP servers. When the caller already knows the workspace, it passes spaceId or folderId — never together with baseType, since those arguments are mutually exclusive and a call with both fails.
What it helps with
- define a reusable content shape in Salesforce CMS
- reconcile a local bundle against what is deployed in the org
- catch schema errors before a real deploy
- generate
schema.jsonand.contentTypeBundle-meta.xmlthat pass the validator - find existing types before adding another one
Example prompts for the agent
- create a content type for a news card in Salesforce CMS
- generate a schema for a "Promotion" content type in CMS
- resolve the type
myNS__PromoCardand show me its schema
How to install experience-cms-content-type-generate
1Skills CLI (Vercel)
npx skills add forcedotcom/sf-skills --skill experience-cms-content-type-generate -a claude-code2Manually: put the files in place
~/.claude/skills/experience-cms-content-type-generate/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/experience-cms-content-type-generate/
1Skills CLI (Vercel)
npx skills add forcedotcom/sf-skills --skill experience-cms-content-type-generate -a codex2Manually: put the files in place
.agents/skills/experience-cms-content-type-generate/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add forcedotcom/sf-skills --skill experience-cms-content-type-generate -a cursor2Manually: put the files in place
.cursor/skills/experience-cms-content-type-generate/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install forcedotcom/sf-skills experience-cms-content-type-generate2Manually: put the files in place
.github/skills/experience-cms-content-type-generate/SKILL.md1Skills CLI (Vercel)
npx skills add forcedotcom/sf-skills --skill experience-cms-content-type-generate -a gemini-cli2Platform CLI
gemini skills install https://github.com/forcedotcom/sf-skills --path skills/experience-cms-content-type-generateManually: put the files in place
.devin/skills/experience-cms-content-type-generate/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add forcedotcom/sf-skills --skill experience-cms-content-type-generate -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about experience-cms-content-type-generate
How do I install experience-cms-content-type-generate in Claude?
Run npx skills add forcedotcom/sf-skills --skill experience-cms-content-type-generate -a claude-code. The skill lands in ~/.claude/skills/experience-cms-content-type-generate/SKILL.md.
What does experience-cms-content-type-generate do?
It creates a ContentTypeBundle for Salesforce CMS: discovers existing types through metadata-grounding, writes the two bundle files, validates them with a dry-run deploy, and deploys once you confirm.
Can this skill modify an existing content type?
No. It is create-only for new types and reconcile-only for existing ones. To add or rename a field, edit schema.json and redeploy, or use the CMS UI.
Source text
SKILL.md · Apache-2.0
---
name: experience-cms-content-type-generate
description: "Salesforce CMS ContentTypeBundle creation skill. Use this skill ANY TIME a user request involves creating a ContentTypeBundle, and activate FIRST when CMS ContentTypeBundle creation is mentioned. Discovers existing types via metadata-grounding and produces a validator-correct two-file bundle that passes dry-run deploy. TRIGGER when: user wants to define, scaffold, generate, or set up a reusable content shape in Salesforce CMS — any domain — including phrasings like \"create a content type for X\", \"generate a schema for X in CMS\", or \"set up a content type for X\". DO NOT TRIGGER when: authoring a RECORD (use experience-cms-content-generate), publishing / managing records (use CMS UI), modifying / renaming / deleting an existing bundle, CMS brand (experience-cms-brand-apply), media search (experience-search-coordinate), Custom Lightning Types (platform-custom-lightning-type-generate), or non-CMS metadata."
metadata:
version: "1.0"
domains: ["Experience"]
minApiVersion: "64.0"
relatedSkills:
- "experience-cms-brand-apply"
- "experience-cms-content-generate"
- "experience-search-coordinate"
- "platform-custom-lightning-type-generate"
cliTools:
- tool: ["sf"]
semver: ">=2.0.0"
mcpTools:
metadata-grounding: { tools: ["search_metadata", "query_metadata", "describe_metadata"], semver: ">=1.0.0" }
content-readonly: { tools: ["get_content_types_for_workspace"], semver: ">=1.0.0" }
---
# experience-cms-content-type-generate
## What This Skill Does
- **DISCOVER** — checks local `<sfdx-source>/contentTypes/` and queries `metadata-grounding` for existing OOTB/custom ContentTypeBundles.
- **RECONCILE** — on existing pick/provided FQN, retrieves from org (custom only) and reconciles against local. Returns `{fqn, schema}` matching the org.
- **CREATE** — generates a validator-correct ContentTypeBundle (`schema.json`, `.contentTypeBundle-meta.xml`).
- **VALIDATE** — `sf project deploy start --dry-run` against the CLI default (or picked) org.
- **AUTO-FIX** — fixes schema issues, re-validates (max 3 attempts).
- **DEPLOY** — asks yes/no, deploys on yes.
**Create-only for new types**, **reconcile-only for existing**. Does not modify, rename, or delete existing bundles beyond replacing a local copy with the org copy on user consent; does not author content records. If the message asks to add/rename/remove a field on an existing type (verbs `add`/`append`/`remove`/`drop`/`rename`/`change`/`modify`/`update` targeting an FQN or named type), print ONE line before 1a: `This skill is create-only for new types and reconcile-only for existing. To modify "<fqn|name>", edit its schema.json and redeploy, or use the CMS UI.` — then continue discovery so the user lands on the type's summary (7.5). Do NOT silently proceed as if the modification happened.
## Invocation contract
Invoked directly by the user or delegated to by another skill (e.g. `experience-cms-content-generate`). Two halves: **input params** the caller supplies, and a **return outcome** emitted at every terminal state.
### Input params (all optional)
| Param | Type | Effect |
|---|---|---|
| `fqn` | string (`namespace__DeveloperName`) | Skip discovery entirely. Jump straight to step 1e (retrieve-and-reconcile) using this FQN. `intent` and the 1d pick prompt are bypassed. Use when the caller already knows exactly which type to resolve. |
| `intent` | string | The user's original message. Drives discovery keywords in step 1c and the "matching …" wording in 1d. Default when the skill is triggered by a natural-language user prompt. |
| `suppressCreateContentPrompt` | boolean, default `false` | Suppresses the trailing "Would you like to create content using this type now?" question at step 8. Callers that already drive their own content-creation flow MUST pass `true`. Direct user invocation leaves it `false` so the user gets the natural next-step offer. |
| `spaceId` | string | Workspace scope for the step 1c workspace-content-types check (`get_content_types_for_workspace`). Pass when the caller already resolved a content space. **Mutually exclusive with `baseType`** — see below. |
| `folderId` | string | Folder scope for the same check, as an alternative to `spaceId`. **Mutually exclusive with `baseType`** — see below. |
| `baseType` | string, default `"CONTENT"` | `baseType` argument to `get_content_types_for_workspace`. **Mutually exclusive with `spaceId`/`folderId`** — see below. |
**Workspace scope resolution — mutual exclusivity contract.** `spaceId` / `folderId` / `baseType` narrow step 1c's workspace-content-types check only, not the discovery path taken. **A caller that passes `spaceId` or `folderId` MUST NOT also pass `baseType`** — the scope alone already determines the eligible types; this skill does not accept both in the same call. Exactly one of four combinations applies each run — call shapes and rationale → `references/discovery-details.md#1c continued`:
1. `spaceId` only → `get_content_types_for_workspace({ spaceId })`.
2. `folderId` only → `get_content_types_for_workspace({ folderId })`.
3. `baseType` only → `get_content_types_for_workspace({ baseType })`.
4. None of the three → `get_content_types_for_workspace({ baseType: "CONTENT" })` (default).
Common invocation shapes:
- **Direct user** → `intent`, `suppressCreateContentPrompt` `false`. Full discovery + retrieve-and-reconcile + trailing prompt. No `spaceId`/`folderId`/`baseType` — falls to combination 4 above.
- **Delegated** → `{ intent | fqn, suppressCreateContentPrompt: true }`. Full discovery + retrieve-and-reconcile; returns `{success, fqn, schema}` (the retrieve is what confirms the type is deployed in the org — a local-only type resolves to `not_deployed`, never a bare success). Trailing prompt suppressed.
- **Delegated with a known workspace** → `{ intent, suppressCreateContentPrompt: true, spaceId: "<contentSpaceOrFolderId>" }` — combination 1. Pass this once the caller has already resolved a workspace (e.g. `contentSpaceOrFolderId` from `get_or_create_cms_workspace_and_web_app_channel`) and wants step 1c's check scoped to it. Do NOT also pass `baseType` on this call. If the caller resolves its workspace AFTER content-type discovery (as `experience-cms-content-generate` currently does), it has no `spaceId` to pass at delegation time — that's combination 4, a valid, expected call shape.
### Return outcome
Every terminal state emits a structured outcome. The `message` field is printed to chat as the final one-line summary AND is what the caller reads to route on the result.
| `status` | `fqn` | `schema` | Meaning | Caller action |
|---|---|---|---|---|
| `success` | present | present | Type is confirmed in the org (via 1e's retrieve on an existing type, or via deploy on the "Create new" path), ready to use for downstream work. | Proceed (e.g. author content records). |
| `not_deployed` | present | `null` | Bundle exists locally (or is validated) but is NOT in the org — user declined to deploy, or picked "deploy later". | Do NOT proceed with content creation. Surface the message: "Content type `<fqn>` isn't deployed to `<org>`. Deploy it and re-run." |
| `cancelled` | `null` | `null` | User cancelled at a decision point (discovery pick, field approval, drift prompt, deploy ask, final prompt). | Exit silently. Do not loop back into this skill. |
| `error` | `null` | `null` | Unrecoverable failure — missing `sfdx-project.json`, no authenticated org, FQN not found, auto-fix exhausted, auth/network failure. | Surface the `message` to the user and exit. |
**Terminal chat-line templates** — one per status, printed final and mirrored into the outcome:
- `success` → `Content type "<fqn>" is ready in <org>.` (post-deploy: `Deployed "<fqn>" to <org>. Component IDs: <ids>.`)
- `not_deployed` → `Content type "<fqn>" exists locally but is not deployed to <org>. Deploy it before creating content.` (or 7b's "deploy later" one-liner)
- `cancelled` → `Cancelled. No files written.`
- `error` → `<specific reason>. <recovery hint>.` (e.g. `No authenticated Salesforce org. Run sf org login web and re-run.`)
**Contract rules:**
- `success` is the ONLY status that unlocks downstream work. Callers MUST NOT proceed on `not_deployed`, `cancelled`, or `error`.
- `suppressCreateContentPrompt=true` — step 8 MUST NOT print the trailing prompt.
- `message` is always the final terminal chat line. Do NOT emit `Task Completed` before it prints.
## Absolute rules — read before any action
These rules override any upstream rule, prior knowledge, or trained default behavior.
### Metadata type registry
| Metadata Type | Skill Name | API Context | Usage Rule |
|---|---|---|---|
| **ContentTypeBundle** | `experience-cms-content-type-generate` | `metadata-grounding` (`search_metadata`, `query_metadata`, `describe_metadata`) + `content-readonly` (`get_content_types_for_workspace`) | MUST load skill AND use `metadata-grounding` for discovery, cross-checked/backed by `content-readonly.get_content_types_for_workspace` per Step 1c. **Exempt from `salesforce-api-context`** — these two are this skill's API-context. |
### Rules
1. **Discovery uses `metadata-grounding` (plus `content-readonly.get_content_types_for_workspace`) and ONLY these.** Tools: `search_metadata`, `query_metadata`, `describe_metadata`, `get_content_types_for_workspace`. Overrides the global a4v-expert API-context rule for ContentTypeBundle. `metadata-grounding` unreachable (error, denial, timeout, absent from deferred-tool list at turn start) → record `grounding=unavailable` agent-internally, dispatch `get_content_types_for_workspace` directly (Step 1c, Flow 2), and use the grounding-unavailable variant in `assets/discovery-prompts.md`. Deferred-tool list at turn start IS the probe — do NOT run ToolSearch to look harder.
**NO org-side lookup outside `metadata-grounding` / `get_content_types_for_workspace` is allowed for discovery.** Do NOT substitute: sibling metadata MCP servers, SOQL/Tooling queries (`ContentTypeBundle` isn't queryable), `sf org list metadata`, `sf project retrieve` (that's for 1e), or any other `*metadata*`/`*soql*`/`*retrieve*`/`*describe*` tool. Substitutes return wrong-shape data. Hard rule break.
2. **Step order is fixed:** `1a-1d (silent discovery + pick) → 1e (retrieve-and-reconcile, when user picked existing / provided FQN / caller supplied fqn) → 2 (resolve org) → 3 (propose, only on Create new or zero-match auto-proceed) → 4 (create) → 5 (dry-run) → 6 (auto-fix) → 7 (deploy ask) → 7.5 (schema summary) → 8 (trailing prompt)`. Step 1e returns `{fqn, schema}` and skips to 7.5; 2–7 do NOT run on that path. 7.5 runs whenever `{fqn, schema}` was resolved. Step 8 is gated by `suppressCreateContentPrompt`. Under direct invocation with zero matches, 1d auto-proceeds to 2 → 3.
3. **Steps 5 and 7 are mandatory on every "Create new" path.** Pre-step-5 exits: (a) `Use existing` / `Provide an FQN` / caller-supplied `fqn` → route through 1e which returns `{fqn, schema}` with no files written; (b) `Cancel` at any pick. Do NOT emit `Task Completed` between steps 4 and 7's resolution. 1e's drift "Deploy local to org" branch also routes through 5 and 7.
4. **`Task Completed` is the LAST action** — skill is over once emitted. Deploy JSON's `deployUrl` is for reference, not an action prompt. Forbidden after: `open <deployUrl>`, `xdg-open`, `sf org open`, `sf project deploy report`, browser tabs, URL echo, "next step" prose.
5. **Step 1e retrieve is destructive for `schema.json`; drift MUST prompt the user.** `sf project retrieve start --metadata ContentTypeBundle:<Name>` overwrites local `schema.json`. Snapshot it into `localSchemaBefore` BEFORE every 1e retrieve (never meta.xml). Drift = parsed-JSON compare of `localSchemaBefore` vs. post-retrieve `schema.json`, left side ALWAYS `localSchemaBefore` — never diff the post-retrieve file against itself. On drift, the drift prompt is MANDATORY (chat diff, then `ask_user_tool`: `Deploy local to org` / `Overwrite local with org` / `Cancel`) — never reconcile silently. `Cancel` and `Deploy local to org` MUST restore `schema.json` from `localSchemaBefore` before emitting the outcome. Full snapshot/restore procedure + drift prompt template → `references/retrieve-and-reconcile.md`.
6. **Step 1d — show top 5 in a table, then ask.** Row count = `min(combined.length, 5)`, always — combined is local matches + every grounding row, deduped (Location `local, org`), never dropped as "irrelevant." Row-1 sort: OOTB first (`sfdc_cms__*` or grounding `isOOTB`), custom (`c__*`) follows in grounding rank. Row 1's FQN names the `Use existing:` option. 1+ rows → table (`FQN | Description | Location`) then `ask_user_tool`: `Use existing: <row-1 FQN>` / `Provide an FQN` / `Create new: <newName>` / `Cancel` (`<newName>` avoids colliding with any FQN in `combined`). Empty combined → NO TABLE, just `ask_user_tool`: `Create new: <contentTypeName>` / `Cancel` (+`Provide an FQN` when delegated/`fqn`-supplied). Never mix "no matches" wording with a table; no preamble; no `#`/`Name`/`Label` columns; never claim a type is "not in the org" — only 1e's retrieve is authoritative. Full prompt templates → `assets/discovery-prompts.md`.
Full agent checklist and tripwire list → `references/agent-checklist.md`.
## File paths (strict)
- Bundle directory: `<sfdx-source>/contentTypes/<ContentTypeName>/` — NOT `contentTypeBundles/<ContentTypeName>/`.
- Two files only: `schema.json` and `<ContentTypeName>.contentTypeBundle-meta.xml`.
## Output discipline
The user reads the chat. Most of this skill's machinery is for you, not them.
**Do not print**: status lines, task-progress checklists, planning prose (`I will now…`, `Per the skill's…`), anti-pattern reasoning, exemption explanations, "operation was denied; proceeded using…" notes, or suggestions that the user run validation/deploy themselves.
**Do print**, and only these: the 1d discovery summary, 1e drift prompt, 3b proposed-fields table + `ask_user_tool`, 2-line "files created" confirmation in step 4, 1-line validation result in step 5, 7a deploy ask, 7b/7e 1-line summary, 7.5 schema summary table (whenever `{fqn, schema}` resolved), and step 8 prompt (when `suppressCreateContentPrompt` is `false`/unset).
**Do NOT emit `Task Completed`, "Done", "All set"** until step 7 has resolved, 7.5's summary has printed, and step 8's gate has been evaluated. Premature completion silently kills the summary + deploy ask.
## Agent checklist and tripwires
The full mandatory progress checklist and the tripwire list are in `references/agent-checklist.md`. Copy the checklist agent-internally and tick each box only after the action is genuinely done. Do not print it to chat.
## Workflow (CREATE)
### 1. Discover existing types (silent — no user prompts in this step)
**1a. Resolve project context (agent-internal)**
Read `sfdx-project.json`. Take `packageDirectories[0].path` and append `/main/default` → `<sfdx-source>`. Bundles live at `<sfdx-source>/contentTypes/`. If `sfdx-project.json` is missing, emit `error` outcome per § Invocation contract with message `This is not an SFDX project — open the project root and re-run.`, print the message, and stop.
**Explicit-FQN fast-path (direct user).** Caller did NOT supply `fqn` but the message literally contains a `namespace__DeveloperName` token (e.g. `sfdc_cms__news`, `c__PressRelease`) → capture it as `fqn` and route directly to step 1e, skipping 1b/1c/1d. Mirror of the delegated `{fqn}` shape.
**Residual-intent capture (agent-internal).** Scan the message for a second clause joined by `and also`/`and then`/`then`, or a second imperative verb targeting a content record (e.g. `create <type> and also create a <thing> about X`). If present, stash as `residualIntent` — step 8's Yes branch forwards it as `intent`. Do NOT print or act on it before step 8.
**1b. Local discovery (silent)**
Use a directory-listing capability (`list_files` / `Glob` on `<sfdx-source>/contentTypes/*/schema.json` / IDE `list_directory`), NOT a content-search/grep tool — content-search misses folder-name-only matches. For each subfolder, read `schema.json` (`title` + `description`). **Match by intent semantically**: reason about content domains, not literal strings — a folder named `MarketPlace` IS a match for a marketplace request even with no literal property match. Return every semantically-matching local bundle into `combined` (step 1d's sort + 5-row cap handle the rest). Zero matches → return zero (auto-proceed on direct invocation).
Rationale, anti-patterns, tool-selection details → `references/discovery-details.md#1b`.
**1c. Org discovery (silent — dispatch `metadata-grounding.search_metadata`, backed by `content-readonly.get_content_types_for_workspace`)**
**Dispatch gate: 1c is a tool call, not a thought.** Do NOT skip because 1b found a local match — the org may still have a same-named bundle ("Name already exists" originates here). Unconditional; only real outage exempts a given tool. Never ask "should I search?".
**The `search_metadata` `query` parameter carries content-domain nouns only** — 3-5 English words describing what the content is ABOUT (news, article, product, press release). NOT an FQN, namespace hint, or copy of the message. `metadataType: "ContentTypeBundle"` already signals the kind. Never dispatch a query containing `sfdc_cms`, `c__`, `__`, `content type`, `bundle`, `metadata`, or `cms` — rebuild if it does. Full ruleset + concrete call-shape table (also referenced from `experience-cms-content-generate` as drift safety-net) → `references/discovery-query-rules.md`.
Server target: `metadata-grounding` (RULE 1). `limit=5`, sorted OOTB-first.
**Do NOT dispatch `query_metadata` in 1c.** `search_metadata` returns everything 1d's table needs (FQN, description, OOTB flag). `query_metadata` is load-bearing only for the OOTB-schema fetch in 1e — dispatch on-demand, for the ONE picked FQN. Per-row fan-out is N wasted round-trips.
**Workspace content-types check — dispatched every run, alongside or instead of grounding.** Call params per the mutual-exclusivity contract (§ Invocation contract), never `baseType` alongside `spaceId`/`folderId`. **Flow 1 (grounding available)** — also dispatch `get_content_types_for_workspace`; org candidate set = **intersection** of both FQN sets (empty is valid, do not widen/retry). **Flow 2 (grounding unavailable)** — dispatch it directly as the sole org signal, apply step 1b's semantic matching to its rows, record `groundingFallback=workspaceTypes` for 1d's TRUTH GATE. Neither tool substitutes for 1e's retrieve. Call shapes, unavailability handling, rationale → `references/discovery-details.md#1c continued`.
**1d. Always present discovery findings — including "no matches"**
Discovery is the first chat-visible signal. Always tell the user what was checked and found. Every case (A/B/C) surfaces a pick list via `ask_user_tool` and WAITS for the user's reply next turn.
**TRUTH GATE — 1d wording must match what actually happened in 1c.** Never claim a check that didn't run this turn; never disclose a skip that didn't happen either. Three cases:
- `search_metadata` dispatched (Flow 1, regardless of `get_content_types_for_workspace` outcome) → org was checked via grounding. No disclosure needed.
- `search_metadata` unavailable but `get_content_types_for_workspace` dispatched (Flow 2 / `groundingFallback=workspaceTypes`) → org WAS checked, just not via grounding. Append `(checked supported content types for this workspace — metadata-grounding unavailable)` per `assets/discovery-prompts.md`.
- Both unavailable → org genuinely not checked. Append `(org check skipped — grounding unavailable)` per `assets/discovery-prompts.md`.
See `references/discovery-details.md#1d`.
**`Provide an FQN` gating — compute `showFqnOption`.** Show when EITHER: (1) any results exist (local OR grounding ≥1) — user may want a match that isn't row 1; rows 2–5 and beyond-cap results surface in the FQN option parenthetical; OR (2) invocation is delegated (`suppressCreateContentPrompt === true` OR caller supplied `fqn`) — always available in the delegated no-matches variant.
Otherwise (direct invocation AND zero matches) → `showFqnOption = false`; skip the pick prompt, print an info line, auto-proceed to step 2. Offering FQN input when the direct user asked to create fresh and nothing matched switches their goal.
**Intent-sanity gate on direct-invocation zero-matches.** Before auto-proceeding, extract at least one recognizable content-domain noun from the message (real word, named entity, or compound domain vocabulary — not gibberish, not filler-only after stripping mechanic nouns like `content type`/`bundle`/`CMS`/`schema`/`metadata`). ≥1 recognizable noun → proceed to step 2 → 3, with the step 3 proposed name built ONLY from those tokens. Gibberish/filler-only → do NOT auto-proceed; ask `Your request "<original message>" doesn't name a content domain. What kind of content type would you like to create (e.g. news, blog, press release, product)?` with `Cancel` + free-text; free-text restarts 1b, `Cancel` → `cancelled`. Same gate applies when 1c's rebuilt query would be empty — do NOT dispatch a blank `search_metadata`. STRICTLY DO NOT fabricate a name from tokens absent from the message. Full rule + examples → `references/discovery-details.md#1d`.
**Prompt templates** (has-matches, zero-matches direct auto-proceed, zero-matches delegated, "Provide an FQN" follow-up) → `assets/discovery-prompts.md`. Copy verbatim.
**1d output shape — TWO separate outputs, never merged (the #1 reported UX defect):**
1. **Chat markdown FIRST** — the `Top <N> matching content types:` header + the `FQN | Description | Location` table (Output 1 in `assets/discovery-prompts.md`). Plain chat text, NOT the tool.
2. **THEN `ask_user_tool`** whose `question` is EXACTLY `Found matches. Pick one:` (verbatim, one short sentence) with the 4 FIXED options: `Use existing: <row-1 FQN>` / `Provide an FQN` / `Create new: <newName>` / `Cancel`.
**STRICTLY DO NOT:** write any preamble/prose sentence before or instead of the table; put the table, its columns, or the `(checked supported… / org check skipped…)` suffix INSIDE the `question` field (it renders as one flat line with no markdown — the reported broken wall of text); paraphrase or "make more helpful" the `question` (it is verbatim `Found matches. Pick one:`); add a `Use existing:` option per row (options are FIXED at 4 — extra rows are reached via `Provide an FQN`). Everything structured goes in the chat markdown of Output 1; the `question` field stays a single plain sentence. → `assets/discovery-prompts.md`, copy verbatim.
**Routing after the user replies:**
| User pick | Next action |
|---|---|
| `Use existing: <Name>` | Go to **step 1e** with `fqn = <namespace>__<Name>` (default namespace `c` for local matches whose folder isn't namespaced). |
| `Provide an FQN` (only present when `showFqnOption = true`) | Ask the follow-up in `assets/discovery-prompts.md`. On reply → **step 1e** with that FQN. |
| `Create new: <contentTypeName>` | Continue to step 2 → step 3. |
| `Cancel` | Emit `cancelled` outcome per § Invocation contract, print `Cancelled. No files written.`, then `Task Completed`. |
STRICTLY DO NOT print the pick list and announce "proceeding to create a new one" in the same message. The user picks, not you.
### 1e. Retrieve and reconcile
Reached when 1d resolves to a match / provided FQN, OR when the caller invoked with `{fqn}`. Goal: return `{fqn, schema}` matching the org.
**Namespace gate:**
- **Custom FQN** (`c__*`, non-platform namespace) → run `sf project retrieve start --metadata ContentTypeBundle:<DeveloperName> --target-org <alias> --json`. Always retrieve for custom.
- **OOTB FQN** (`sfdc_cms__*`) → skip `sf project retrieve start` (returns nothing usable). **This branch needs a live `metadata-grounding` schema, regardless of which flow surfaced the FQN** — `get_content_types_for_workspace` (Flow 2) never returns a schema, only `{fqn, name, description}`. If 1c already recorded `grounding=unavailable`, do NOT attempt `query_metadata` — go straight to the error below. Otherwise dispatch `query_metadata({ metadataType: "ContentTypeBundle", id: "<grounding row id from 1c>" })` NOW for the picked FQN only, and resolve the schema from its response (fall back to `describe_metadata` if it returns no schema payload). If that response is error/empty/non-schema, surface `Can't resolve OOTB FQN "<fqn>" without a real schema from metadata-grounding. Retry when grounding is back, or provide a custom FQN.` and exit with `error`. **Never fabricate OOTB schemas from training data** — "sfdc_cms__news typically has title/body/summary…" IS the bug thought that poisons 3–7. Fail closed. Full rule → `references/retrieve-and-reconcile.md` § Namespace gate.
**Reconciliation** — compare retrieved schema against `<sfdx-source>/contentTypes/<DeveloperName>/schema.json`. Full matrix + drift template + routing → `references/retrieve-and-reconcile.md`.
**Routing outcomes:**
- Not in local, retrieved → write local, return `{fqn, schema=retrieved}`.
- In both, match → return `{fqn, schema=local}`.
- In both, differ → drift prompt (`Deploy local to org` → step 5/7; `Overwrite local with org` → replace files, return; `Cancel` → exit).
- In local only → print step 7.5 summary first (user sees what they'd deploy), then offer deploy (5/7) or cancel.
- In neither → re-dispatch 1d pick with `Try a different FQN` option.
**On success, return `{fqn, schema}` and continue to 7.5 → 8.** No proposal-of-fields, no re-validation — reconciled schema is source of truth. Create-only for new; reconcile-only for existing.
"Create new" in 1d is the ONLY path that proceeds to step 2.
### 2. Resolve target org
Prefer the SF CLI default (alias from `sf config set target-org=<alias>` or `defaultUsername` in `sfdx-project.json`). Resolve to `<orgAlias>` and pass as `--target-org <orgAlias>` on every `sf` call. When a default is set, this step is silent.
**No default — fallback:** run `sf org list --json` (silent):
- **Zero authenticated orgs** → emit `error` with message `No authenticated Salesforce org found. Run sf org login web and re-run.`, print, stop.
- **Exactly one** → use silently as `<orgAlias>`. Do not modify `sf config`.
- **Two or more** → dispatch `ask_user_tool` with question `No default Salesforce org is set. Pick the org to use for this run:` and one option per org labelled `<alias> (<username>) [<devhub|sandbox|scratch|prod>]`, plus `Cancel`. On pick, use as `<orgAlias>` for this run only (do NOT run `sf config set target-org=…`). `Cancel` → emit `cancelled`, print `Cancelled. No files written.`, `Task Completed`.
The picked alias applies to every subsequent `sf` call this run (1e retrieve, 5 dry-run, 7 deploy).
### 3. Propose fields and get user approval
Preconditions: 1c dispatched `search_metadata` (or recorded `grounding=unavailable`), and 1d resolved to `Create new: <contentTypeName>` in the previous turn. Other 1d picks route elsewhere: `Use existing` / `Provide an FQN` → 1e; `Cancel` → emit `cancelled`.
If you just printed a pick list via `ask_user_tool` and the user hasn't replied, stop — your turn is over.
**3a. Determine field properties (agent-internal).** Set `apiName` (camelCase), `title` (human-readable), `lightning:type`, `required`. Default-minimal: no `lightning:textIndexed`, `lightning:localizable`, length/range bounds, `enum`, `const`, `placeholderText` unless the user asked.
**Content-type name must be derivable from the user's message.** `<contentTypeName>` and its `title` must be built from tokens actually present (PascalCase/word-order shaping OK — `laptop review` → `LaptopReview`). STRICTLY DO NOT invent from thin air, from an unrelated open tab, or from prior-session context. If 1d's sanity gate passed but the noun set is thin (one word), use that word — do not embellish. Proposing a name with tokens absent from the message IS the hallucination anti-pattern; stop and restart 1d's gate.
Initialize `userEditedFields = false` agent-internally. Governs step 6's branching. Flipped to `true` only when the user types free-text edits in the 3b loop (see `references/edit-fields-loop.md`). `Edit fields` → `Approve as shown` without typing any edit leaves it `false` — proposal accepted unchanged.
**3b. Present proposed fields — markdown table FIRST as chat-visible text, THEN `ask_user_tool` in the same turn.** Do NOT collapse the table into the tool prompt — the UI strips formatting and the user cannot approve informed.
Message 1 (chat-visible plain text):
```text
Proposed fields for `<contentTypeName>` at `<sfdx-source>/contentTypes/<contentTypeName>/`:
| # | API name | Type | Required | Constraints | Title |
|---|---|---|---|---|---|
| 1 | `title` | `lightning__textType` | yes | maxLength: 200 | Title |
| 2 | `body` | `lightning__richTextType` | yes | — | Body |
```
Constraints format follows 7.5 (see `references/schema-summary-format.md`): comma-separated `key: value` pairs for any per-field constraint asked or proposed — `maxLength`, `minLength`, `minimum`, `maximum`, `enum`, `const`, `lightning:localizable`, `lightning:allowedUrlSchemes`, etc. Use `—` when a field has no constraints beyond `required`.
Message 2 (same turn): dispatch `ask_user_tool` with question `Approve these fields, edit them, or cancel?` and options `Approve`, `Edit fields`, `Cancel`.
- `Approve` → step 4.
- `Edit fields` → follow the loop below. Loop until approved.
- `Cancel` → emit `cancelled`, print `Cancelled. No files written.`, `Task Completed`.
**Edit-fields loop** — each round reprints the current table (chat-visible), then dispatches `ask_user_tool` with `Approve as shown` / `Cancel` options and accepts free-text edit instructions. **Free-text tool result IS the edit instructions — parse and apply, then loop; do NO...
© forcedotcom · Apache-2.0 · forcedotcom/sf-skills