checking-devops-prerequisites

Validate the environment before any DevOps Center pipeline testing action: confirms an authenticated Salesforce org, the Agentforce DX plugin, an authenticated DevOps Center org, and an identified pipeline (and optionally a pipeline stage). Use this FIRST, internally, from any DevOps testing skill (running a test suite, polling results, syncing tests, configuring or retriggering a quality gate, assigning/mapping suites, creating fix work items, recommending tests, explaining coverage, analyzing failures). TRIGGER when another DevOps testing skill needs to confirm org/pipeline context before a query or system call. DO NOT TRIGGER for non-DevOps-Center work.

forcedotcom/sf-skills252 installsApache-2.0Synced Aug 27

Works with

Claude CodeCursorCodex CLIGitHub CopilotGemini CLI
---
name: checking-devops-prerequisites
description: Validate the environment before any DevOps Center pipeline testing action: confirms an authenticated Salesforce org, the Agentforce DX plugin, an authenticated DevOps Center org, and an identified pipeline (and optionally a pipeline stage). Use this FIRST, internally, from any DevOps testing skill (running a test suite, polling results, syncing tests, configuring or retriggering a quality gate, assigning/mapping suites, creating fix work items, recommending tests, explaining coverage, analyzing failures). TRIGGER when another DevOps testing skill needs to confirm org/pipeline context before a query or system call. DO NOT TRIGGER for non-DevOps-Center work.
license: Apache-2.0
---

# Checking DevOps Prerequisites

Shared gate for every DevOps Center testing skill. Run these checks **before** any query or system call. On any failure, surface the plain-language message and stop until the user resolves it — never proceed to a write with an unverified environment.

> **API version:** All DevOps testing system calls target Salesforce API **v67.0** (minimum required).

**Important:** All DevOps Center data (pipelines, stages, test suites, executions) lives in the Salesforce org — NOT in the local repository. Never search the filesystem for pipeline configuration. Always query the org using `sf data query` or `sf api request rest`.

## How other skills use this

Every DevOps testing skill loads this skill first and runs Prerequisites 1–4 in order. Prerequisite 5 (stage) is run **only** when the calling skill operates on a specific pipeline stage (running/retriggering a suite, syncing, configuring a gate, mapping a suite). The calling skill passes back the resolved `doce-org-alias`, `pipelineId`, and (when applicable) `stageId` to use in its own commands.

Resolve the **DevOps Center org alias** without asking the user unless genuinely ambiguous:
1. If the user named an org alias in their message, use it.
2. Otherwise, use the default org (`sf org display --json`, no `--target-org`).
3. Only if the default org has no `DevopsPipeline` records (Prereq 4 fails), ask: "Which org alias is your DevOps Center org?"

---

## Prerequisite 1 — Salesforce org: active login

```bash
sf org list --json
```

Look for at least one entry in `result.nonScratchOrgs`, `result.scratchOrgs`, or `result.sandboxes` with `"connectedStatus": "Connected"`.

- **Pass:** at least one org is Connected
- **Fail:** no orgs listed, or all show a non-connected status

**On fail:** "No authenticated Salesforce org found. Run `sf org login web --alias <your-alias>` in your terminal, then come back."

---

## Prerequisite 2 — Agentforce DX plugin installed

```bash
sf plugins --json
```

Look for a plugin entry whose `name` contains `plugin-agent`, `agentforce`, or `einstein` (case-insensitive).

- **Pass:** plugin found
- **Fail:** no matching entry

**On fail:** "The Agentforce DX Plugin is not installed. Run `sf plugins install @salesforce/plugin-agent`, then restart the IDE and try again."

---

## Prerequisite 3 — DevOps Center org authenticated

```bash
sf org display --target-org <doce-org-alias> --json
```

Check that `"connectedStatus"` is `"Connected"`.

- **Pass:** Connected
- **Fail:** expired session or error

**On fail:** "Your DevOps Center org session has expired. Run `sf org login web --alias <doce-org-alias>` to re-authenticate."

---

## Prerequisite 4 — Pipeline identified

```bash
sf data query \
  --query "SELECT Id, Name, CreatedDate FROM DevopsPipeline ORDER BY Name ASC" \
  --target-org <doce-org-alias> \
  --json
```

- **Pass (exactly one):** use it automatically — do NOT ask.
- **Pass (multiple):** if the user already named a pipeline, match by name. Otherwise display a numbered list and ask:
  ```text
  Found <N> pipelines:
  1. <Name>
  2. <Name>
  Which pipeline would you like to work with?
  ```
- **Fail (no records):** "No DevOps Center pipeline found. Create a project and pipeline in DevOps Center before using the DevOps Testing Skills."
- **Fail (unsupported object):** "DevOps Center does not appear to be installed on `<doce-org-alias>`. Check that you're pointing at the correct org."

---

## Prerequisite 5 — Pipeline stage identified (conditional)

Run **only** when the calling skill operates on a specific stage.

If the user's message already names a stage (e.g. "Integration", "Staging", "Production"), use that name directly — do NOT ask again. Look up its Id:

```bash
sf data query \
  --query "SELECT Id, Name FROM DevopsPipelineStage WHERE DevopsPipelineId = '<pipelineId>' AND Name = '<stageName>'" \
  --target-org <doce-org-alias> --json
```

Only if no stage is mentioned, fetch the full list and ask which one:

```bash
sf data query \
  --query "SELECT Id, Name FROM DevopsPipelineStage WHERE DevopsPipelineId = '<pipelineId>' ORDER BY Name ASC" \
  --target-org <doce-org-alias> --json
```

Then ask: "Which pipeline stage are we working with?" — do NOT ask for an org alias; stages are resolved by name from the pipeline.

- **Pass:** stage Id and Name confirmed
- **Deferred:** not required until a calling skill needs it

---

## Error Handling

| Error condition | Response |
|---|---|
| `sf org list` fails entirely | "Could not reach the Salesforce CLI. Make sure `sf` is installed and on your PATH." |
| `sf org display` returns auth error | Surface plain-language re-auth instructions. Do not expose the raw error. |
| `DevopsPipeline` query fails with 5xx | "The DevOps Center org is returning a server error. Try again in a few minutes." |
| Any check throws unexpectedly | "Something went wrong checking prerequisites. Error: [plain summary]. Let's try again — or resolve it manually and let me know when ready." |

Never expose raw API errors, stack traces, or JSON error payloads to the user.

## Gotchas

| Issue | Resolution |
|---|---|
| `DevopsPipeline` query returns empty | DevOps Center not installed on the target org, or wrong org alias — ask the user to verify |
| `DevopsWorkItem` sObject not supported | Use `WorkItem` (no namespace) — the correct API name for this org version |
| Review trigger is pipeline-level, not stage-level | Query `DevopsPipelineStageTrigger` where `TriggerType = 'Review'` and `RelatedRecordId = <pipelineId>` |
| Connect API `testSuites` returns empty with `?stageId=` | Use `?triggerId=<reviewTriggerId>` — `stageId` only works for stage-level triggers |
| `sf plugins` doesn't match `agentforce` | The installed plugin is `@salesforce/plugin-agent` — match on `plugin-agent` too |

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