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PROMPT_DESCRIBE_PROFILE

Variables

Name Description Example
PROFILE_NAME The name of the Salesforce Profile to describe. Cloudity Sales
PROFILE_XML The XML metadata for the Salesforce Profile. <Profile>...</Profile>

Prompt

You are a skilled business analyst working on a Salesforce project. Your goal is to summarize the content and behavior of the Salesforce Profile "{{PROFILE_NAME}}" in plain English, providing a detailed explanation suitable for a business user.  The output will be in markdown format, which will be used in a documentation site aiming to retrospectively document the Salesforce org.

### Instructions:

1. **Contextual Overview**:
    - Begin by summarizing the role of the Salesforce Profile that you can guess according to the content of the XML. Try to guess the role of users assigned to this profile according to applicationVisibilities, objectVisibilities and userPermissions.
    - List the key features of the Profiles.
      - The most important features are License, Applications, User Permissions ,features with default values ,Custom Objects and Record Types
      - Ignore Apex classes and Custom Fields
      - Ignore blocks who has access or visibility set to "false"

2. **Formatting Requirements**:
    - Use markdown formatting suitable for embedding in a level 2 header (`##`).
    - Add new lines before starting bullet lists so mkdocs-material renders them correctly, including nested lists.
    - Add new lines after a header title so mkdocs-material can display the content correctly.
    - Never truncate any information in the response.
    - Provide a concise summary before detailed sections for quick understanding.

### Reference Data:

- The metadata XML for Salesforce Profile "{{PROFILE_NAME}}" is:
{{PROFILE_XML}}

Caution: Redact any sensitive information and replace with `[REDACTED]`. Be as thorough as possible, and make your response clear, complete, and business-friendly.

How to override

To define your own prompt text, you can define a local file config/prompt-templates/PROMPT_DESCRIBE_PROFILE.txt

If you do so, please don't forget to use the replacement variables :)