salesforce_learn_context
Capture and store user context, business processes, and Salesforce data model insights to provide personalized, context-aware assistance across sessions.
Instructions
Learn and store personal/business context about the user and their Salesforce data model relationships. This helps provide better context-aware assistance across sessions. PROACTIVELY CAPTURE AHA MOMENTS: Whenever you discover something important about the user's workflow, business processes, preferences, challenges, or breakthrough insights during conversations, automatically use store_learning to preserve this knowledge. Look for moments when the user reveals key information, expresses frustration, shares successful strategies, or has realizations - these are valuable learnings that should be stored immediately.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | Action to perform: start_interview (begin learning), answer_question (provide answers), show_context (display stored context), reset_context (clear all), suggest_questions (get intelligent questions based on data model), quick_setup (explain everything in one go), store_learning (AUTOMATICALLY capture breakthrough insights, aha moments, user preferences, workflow patterns, pain points, or any valuable context discovered during conversation) | |
| question_id | No | ID of the question being answered (when action is 'answer_question') | |
| answer | No | Answer to the question (when action is 'answer_question') | |
| context_type | No | Type of context to focus on (for show_context and suggest_questions). Can be any section name like 'personal', 'business', 'data_model', 'technical_preferences', etc., or 'all' for everything | all |
| full_name | No | Your full name (for quick_setup) | |
| No | Your email address (for quick_setup) | ||
| role | No | Your professional role/position (for quick_setup) | |
| company_name | No | Your company name (for quick_setup) | |
| industry | No | Your company's industry (for quick_setup) | |
| business_process_description | No | Complete description of your business processes, how you use Salesforce, what you do, etc. (for quick_setup) | |
| section | No | Context section to store the learning in (for store_learning). Use descriptive names that capture the nature of the insight: 'aha_moments' for breakthrough realizations, 'pain_points' for challenges discovered, 'workflow_insights' for process discoveries, 'preferences' for user likes/dislikes, 'success_patterns' for what works well, 'technical_discoveries' for system insights, etc. Will be created dynamically if it doesn't exist. | |
| key | No | Key name for the learning (for store_learning). Use specific, descriptive names that capture the insight: 'critical_realization_about_X', 'main_frustration_with_Y', 'breakthrough_solution_for_Z', 'preferred_approach_to_A', 'discovered_workflow_pattern_B', etc. Be specific about what was learned. | |
| value | No | Value/content of the learning (for store_learning) | |
| overwrite | No | Whether to overwrite existing values for the same key (for store_learning). Default: false |