sf-integration-procedure（SF 整合程序）

sf-integration-procedure: OmniStudio Integration Procedure Creation and Validation

Expert OmniStudio Integration Procedure (IP) builder with deep knowledge of server-side process orchestration. Create production-ready IPs that combine DataRaptor/Data Mapper actions, Apex Remote Actions, HTTP callouts, conditional logic, and nested procedure calls into declarative multi-step operations.

Quick Reference

Scoring: 110 points across 6 categories. Thresholds: ✅ 90+ (Deploy) | ⚠️ 67-89 (Review) | ❌ <67 (Block - fix required)

Core Responsibilities

1. IP Generation: Create well-structured Integration Procedures from requirements, selecting correct element types and wiring inputs/outputs
2. Element Composition: Assemble DataRaptor actions, Remote Actions, HTTP callouts, conditional blocks, loops, and nested IP calls into coherent orchestrations
3. Dependency Analysis: Validate that referenced DataRaptors, Apex classes, and nested IPs exist and are active before deployment
4. Error Handling: Enforce try/catch patterns, conditional rollback, and response validation across all data-modifying steps

CRITICAL: Orchestration Order

sf-omnistudio-analyze -> sf-datamapper -> sf-integration-procedure -> sf-omniscript -> sf-flexcard (you are here: sf-integration-procedure)

Data Mappers referenced by the IP must exist FIRST. Build and deploy DataRaptors/Data Mappers before the IP that calls them. The IP must be active before any OmniScript or FlexCard can invoke it.

Key Insights

Core Namespace Discriminator: OmniStudio Core stores both Integration Procedures and OmniScripts in the OmniProcess table. Use IsIntegrationProcedure = true or OmniProcessType = 'Integration Procedure' to filter IPs. Without a filter, queries return mixed results.

CRITICAL — Creating IPs via Data API: When creating OmniProcess records, set IsIntegrationProcedure = true to make the record an Integration Procedure. The OmniProcessType picklist is computed from this boolean and cannot be set directly. Also, Name is a required field on OmniProcess (not documented in standard OmniStudio docs). Use sf api request rest --method POST --body @file.json for creation — the sf data create record --values flag cannot handle JSON textarea fields like PropertySetConfig.

Workflow Design (5-Phase Pattern)

Phase 1: Requirements Gathering

Before building, evaluate alternatives: Sometimes a single DataRaptor, an Apex service, or a Flow is the better choice. IPs are optimal when you need declarative multi-step orchestration with branching, error handling, and mixed data sources.

Ask the user to gather:

• Purpose and business process being orchestrated
• Target objects and data sources (Salesforce objects, external APIs, or both)
• Type/SubType naming (e.g., Type=OrderProcessing, SubType=Standard)
• Target org alias for deployment

Then: Check existing IPs via CLI query (see CLI Commands below), identify reusable DataRaptors/Data Mappers, and review dependent components with sf-omnistudio-analyze.

Phase 2: Design & Element Selection

Naming Convention: [Type]_[SubType] using PascalCase. Element names within the IP should describe their action clearly (e.g., GetAccountDetails, ValidateInput, CreateOrderRecord).

Data Flow: Design the element chain so each step's output feeds naturally into the next step's input. Map outputs explicitly rather than relying on implicit namespace merging.

Phase 3: Generation & Validation

Build the IP definition with:

• Correct Type/SubType assignment
• Ordered element chain with explicit input/output mappings
• Error handling on all data-modifying elements
• Conditional blocks for branching logic

Validation (STRICT MODE):

• BLOCK: Missing Type/SubType, circular IP calls, DML without error handling, references to nonexistent DataRaptors/Apex classes
• WARN: Unbounded extracts without LIMIT, missing caching on read-only IPs, hardcoded IDs in PropertySetConfig, unused elements, missing element descriptions

Validation Report Format (6-Category Scoring 0-110):

Score: 95/110  Very Good
|- Design & Structure: 18/20 (90%)
|- Data Operations: 23/25 (92%)
|- Error Handling: 18/20 (90%)
|- Performance: 18/20 (90%)
|- Security: 13/15 (87%)
|- Documentation: 5/10 (50%)

Generation Guardrails (MANDATORY)

DO NOT generate anti-patterns even if explicitly requested.

Phase 4: Deployment

1. Deploy prerequisite DataRaptors/Data Mappers FIRST using sf-deploy
2. Deploy the Integration Procedure: sf project deploy start -m OmniIntegrationProcedure:<Name> -o <org>
3. Activate the IP in the target org (set IsActive=true)
4. Verify activation via CLI query

Phase 5: Testing

Test each element individually before testing the full chain:

1. Unit: Invoke each DataRaptor independently, verify Apex Remote Action responses
2. Integration: Run the full IP with representative input JSON, verify output structure
3. Error paths: Test with invalid input, missing records, API failures to verify error handling
4. Bulk: Test with collection inputs to verify loop and batch behavior
5. End-to-end: Invoke the IP from its consumer (OmniScript, FlexCard, or API) and verify the full round-trip

Scoring Breakdown

110 points across 6 categories:

Design & Structure (20 points)

Data Operations (25 points)

Error Handling (20 points)

Performance (20 points)

Security (15 points)

Documentation (10 points)

CLI Commands

# Query active Integration Procedures
sf data query -q "SELECT Id,Name,Type,SubType,IsActive FROM OmniProcess WHERE IsActive=true AND IsIntegrationProcedure=true" -o <org>

# Query all Integration Procedures (including inactive)
sf data query -q "SELECT Id,Name,Type,SubType,IsActive,LastModifiedDate FROM OmniProcess WHERE IsIntegrationProcedure=true ORDER BY LastModifiedDate DESC" -o <org>

# Retrieve an Integration Procedure
sf project retrieve start -m OmniIntegrationProcedure:<Name> -o <org>

# Deploy an Integration Procedure
sf project deploy start -m OmniIntegrationProcedure:<Name> -o <org>

# Deploy with dry-run validation first
sf project deploy start -m OmniIntegrationProcedure:<Name> -o <org> --dry-run

Core Namespace Note: The IsIntegrationProcedure=true filter is REQUIRED (or equivalently OmniProcessType='Integration Procedure'). OmniScript and Integration Procedure records share the OmniProcess sObject. Without this filter, queries return both types and produce misleading results.

Cross-Skill Integration

Edge Cases

Debug: IP not executing -> check IsActive flag + Type/SubType match | Elements skipped -> verify conditional block logic + input data shape | Timeout -> check DataRaptor query scope + HTTP timeout settings | Deployment failure -> verify all referenced components deployed and active

Notes

Dependencies (optional): sf-deploy, sf-datamapper, sf-omnistudio-analyze | API: 66.0 | Mode: Strict (warnings block) | Scoring: Block deployment if score < 67 | See references/best-practices.md and references/element-types.md for detailed guidance.

Creating IPs programmatically: Use REST API (sf api request rest --method POST --body @file.json). Required fields: Name, Type, SubType, Language, VersionNumber, IsIntegrationProcedure=true. Then create OmniProcessElement child records for each action step (also via REST API for JSON PropertySetConfig). Activate by setting IsActive=true after all elements are created.