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agentforce-wizard-ui-sales-einstein-components-configure

Agents & models

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Updated 10-16 09:58

About this skill

Managing Wizard Ui Sales Einstein Components

When to Use This Skill

Wizard subset of the Sales Email Assistant setup and filter-row picklist operations. Two boolean org-pref toggles (EinsteinGPTSalesEmailsPref and ORG_PREFERENCE_CALL_SUMMARIZATION) plus a filter-row picklist read for the filter-row UI. The sales-email toggle, when Discovery Framework is off and enabled=true, performs an atomic bulk pref write flipping OnlyUseBuilderPrompts to false alongside the pref write; both toggles echo the saved Boolean. The picklist read returns {label, value} pairs; fieldApiName='RecordTypeId' branches to return the object's record types instead (label = record-type label, value = record-type id). Sibling SOR GPTEmailGeneration covers the remaining 7 toggles + composite getState read on this setup page.

Operations Reference

Operations grouped by purpose. Use these as the building blocks for the workflows above.

Summary

Operation Purpose Status Call Depends on
filter-row-picklist-controller-get-picklist-values read implemented GET /headless/invoke/einstein/sales-einstein/filter-row-picklist/get-picklist-values —
sales-email-assistant-setup-controller-handle-sales-email-pref-toggle write implemented PATCH /headless/invoke/platform/gptemail-generation/handle-sales-email-pref-toggle —
sales-email-assistant-setup-controller-handle-sales-call-summarization-pref-toggle write implemented PATCH /headless/invoke/platform/gptemail-generation/handle-sales-call-summarization-pref-toggle —

Read operations

filter-row-picklist-controller-get-picklist-values

Returns the available picklist values as {label, value} pairs for a field on an object, used to populate filter-row options. When the field is 'RecordTypeId', returns the object's record types instead (label = record-type label, value = record-type id). Returns an empty list when the object or field is not supplied. Requires View Setup access.

Call: GET /headless/invoke/einstein/sales-einstein/filter-row-picklist/get-picklist-values — status: implemented

Write operations

sales-email-assistant-setup-controller-handle-sales-email-pref-toggle

Sets EinsteinGPTSalesEmailsPref to enabled. When Discovery Framework is off and enabled=true, an atomic bulk pref write also flips OnlyUseBuilderPrompts to false (open-prompt defaults on); otherwise the write routes through the Discovery Framework path for the Sales Email feature. Returns Boolean. AURA-IS-CANONICAL: pref absent from Metadata Settings types and from Tooling Organization columns (source-verified).

Call: PATCH /headless/invoke/platform/gptemail-generation/handle-sales-email-pref-toggle — status: implemented

sales-email-assistant-setup-controller-handle-sales-call-summarization-pref-toggle

Enables or disables the Sales Call Summarization org preference. Writing the preference requires Setup administrator access, and the saved boolean value is returned.

Call: PATCH /headless/invoke/platform/gptemail-generation/handle-sales-call-summarization-pref-toggle — status: implemented