platform-agentexchange-partner-offers-configure

Enable or disable the org preference that controls whether a Salesforce org can receive partner offers from the Transactable Marketplace. Use this skill when the user wants to turn partner offer reception on or off for an org. TRIGGER when: user asks to enable or disable partner offers, configure Tr

By forcedotcom · 4,795 installs

npx skills add forcedotcom/sf-skills --skill platform-agentexchange-partner-offers-configure

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Enabling Transactable Marketplace Receive Partner Offers Org Preference This skill configures the enableTransactableMarketplaceReceivePartnerOffers org preference via the TransactableMarketplacePrivateOfferSettings Metadata API type, which controls whether a Salesforce org is eligible to receive partner offers through the Transactable Marketplace. It is required for subscriber orgs that participate in the TM partner offer flow. Scope In scope : Reading the current value of the pref, enabling or disabling it via Metadata API ( TransactableMarketplacePrivateOfferSettings ), and verifying the change took effect. Out of scope : Creating or managing partner offer records, configuring marketplace listings, or any Apex/trigger changes related to offer processing. Required Inputs Target org alias or username : The org where the pref should be set. Ask if not provided. Desired state : true (enable) or false (disable). Default: true . Workflow Phase 1 — Check current state 1. Query the current preference value by running: If the record exists and Value = true , the pref is already enabled — confirm with the user before proceeding. If the query returns no rows, the pref is not yet set (defaults to false ). 2. Resolve the org's package directory to determine where to write metadata. Run this and use its output as <packageDir : Phase 2 — Apply the preference 3. Write the TransactableMarketplacePrivateOfferSettings metadata file — load assets/org pref template.md for the exact XML structure, then write the file at: Set <enableTransactableMarketplaceReceivePartnerOffers true</enableTransactableMarketplaceReceivePartnerOffers (or false if disabling). 4. Deploy the metadata to the target org. Before running the deploy, confirm with the user: [ ] Confirmed the target org alias with the user (deploying to the wrong org is not easily reversible) [ ] Confirmed the desired state ( true / false ) matches the user's intent Phase 3 — Verify 5. Confirm the change by re running the Tooling API query from step 1 and verifying the Value column matches the desired state. 6. Report to the user — see Output Expectations below. Rules / Constraints Rule Rationale Always query the current value before writing metadata Avoids unnecessary deploys and detects conflicting changes Use TransactableMarketplacePrivateOfferSettings as the metadata type This is the concrete type registered in the platform for this pref, not the generic OrgPreferenceSettings The settings file must be named TransactableMarketplacePrivateOffer.settings Metadata API requires the filename to match the settings node name Do not hardcode force app/main/default/ Always read sfdx project.json for the actual package directory Never deploy without confirming the org alias with the user Deploying to the wrong org is not easily reversible Gotchas Issue Resolution Tooling API query returns no rows Pref is unset (defaults to false ). Safe to create a new settings file. Deploy fails with INVALID TYPE The metadata type name is TransactableMarketplacePrivateOfferSettings — check the metadata flag value. Deploy succeeds but value doesn't change Another settings file in the project may be overriding this one. Search for other TransactableMarketplacePrivateOffer.settings files in the project. INSUFFICIENT ACCESS OR READONLY on deploy User running the deploy must have the "Modify All Data" or org preference admin permission in the target org. Pref not visible in UI enableTransactableMarketplaceReceivePartnerOffers is not surfaced in Setup UI — the Tooling API query is the only way to verify it. Available from API version 67.0+ only The type is available from API v67.0 — deploying against an older API version will fail. Output Expectations After completing all phases, report: Reference File Index File When to read assets/org pref template.md Phase 2, step 3 — use as the exact XML structure for the settings file examples/org preference settings.xml To verify the generated file matches expected format