life-sciences-prerequisites-validate

Life Sciences Cloud Prerequisites Validation

Validates that a Salesforce org meets all prerequisites for Life Sciences Cloud for Customer Engagement. Runs checks via the sf CLI against the currently authenticated org and produces a consolidated pass/fail report with remediation steps for any failures.

Scope

• In scope: Validating org settings, user permissions, OWD sharing, and feature toggles required for Life Sciences Cloud CE
• Out of scope: Automatically enabling or configuring settings that fail validation

Off-topic requests

If the user asks for something unrelated to this skill (either at the start or mid-execution), do not attempt it. Tell the user you did not understand the request, then show what you can help with: validating Life Sciences Cloud org prerequisites (this skill), and — if relevant — point them to life-sciences-territory-configure for territory setup or life-sciences-fieldsalesrep-coordinate for the full end-to-end setup. Then stop and wait.

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Required Inputs

Gather before proceeding:

• Target org: The org alias or username to validate (from sf config get target-org or user-specified)
• Confirmation: The logged-in user must be the admin whose profile and permission sets are being validated

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Workflow

All checks run sequentially. Collect all results before presenting the final report.

Phase 1 — Validate Environment

1. Confirm org connection — run sf org display --target-org <org> to verify the org is accessible. If it fails, stop and ask the user to authenticate.

1. Identify the logged-in user — extract the username from the org display output.

Phase 2 — Run All Prerequisite Checks

Run each check below. For each, record PASS or FAIL with the remediation steps. The checks use the canonical Check 1 – Check 12 numbering from the reference files and the final report; the managed-package check is an un-numbered hard-stop gate, not one of the 12 scored categories. Checks 1–3 (and the managed-package gate) are in references/checks-user-and-package.md; Checks 4–12 are in references/checks-org-settings.md.

> STOP-GATE (report completeness). Every check MUST produce a row in the final report — a check that errors (e.g. Multi-Currency returns HTTP 400 INVALID_TYPE, or an object isn't deployed) is a FAIL row, never a skipped/omitted row or a reason to abort the run. The report's row count MUST equal the full scored-check count (12 categories, Check 1 – Check 12). The one intended early exit is the managed-package gate (the un-numbered lsc4ce package check, step 4 below) — that legitimately stops the run with the "BLOCKED" message. In every other case, a query error is the FAIL signal: record it and continue. Do NOT let a single 4xx or unexpected-shape response silently drop a row or halt the sweep — a short report reads as "fewer things to fix" when the truth is "we didn't check."

1. Check 1 — user profile and permission sets — read references/checks-user-and-package.md section "User Profile and Permission Sets" for the exact queries and validation logic.

1. Managed-package gate (un-numbered hard stop) — read references/checks-user-and-package.md section "Managed Package Check". If the lsc4ce package is not installed, display the failure message and stop — do not proceed with remaining checks.

1. Check 2 — Life Sciences CE settings — read references/checks-user-and-package.md section "Life Sciences Customer Engagement Setup" for the exact queries.

1. Check 3 — Surveys enabled — read references/checks-user-and-package.md section "Surveys".

1. Check 4 — OWD sharing settings — read references/checks-org-settings.md section "OWD Sharing" for the exact objects and expected values.

1. Check 5 — Inventory Count — read references/checks-org-settings.md section "Inventory Count".

1. Check 6 — Sales Account Plans — read references/checks-org-settings.md section "Sales Account Plans".

1. Check 7 — Care Plans — read references/checks-org-settings.md section "Care Plans".

1. Check 8 — Chatter Settings — read references/checks-org-settings.md section "Chatter Settings".

1. Check 9 — Data Protection and Privacy — read references/checks-org-settings.md section "Data Protection and Privacy".

1. Check 10 — Multiple Currencies — read references/checks-org-settings.md section "Multiple Currencies".

1. Check 11 — State and Country/Territory Picklists — read references/checks-org-settings.md section "State and Country/Territory Picklists".

1. Check 12 — Person Accounts — read references/checks-org-settings.md section "Person Accounts".

Phase 3 — Report

1. Generate consolidated report — present results in a table:

| # | Prerequisite                              | Status | Remediation (if failed/warning)  |
|---|-------------------------------------------|--------|----------------------------------|
| 1 | System Administrator + Permission Sets    | PASS/FAIL | <steps if failed>            |
| 2 | Life Sciences CE Enabled                  | PASS/FAIL | <steps if failed>            |
| ...                                                                                       |

Status values are PASS, FAIL, or WARNING. Most checks are PASS/FAIL. The OWD Sharing check (Check 4) is WARNING-level: when its values differ from the expected ones, report WARNING (with the recommended value in the remediation column), never FAIL — see references/checks-org-settings.md for the exact rule.

Include a summary line: X of 12 prerequisites passed. Y require action (Z warnings).

If all pass, confirm the org is ready for Life Sciences Cloud deployment.

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Rules / Constraints

| Constraint | Rationale |

|-----------|-----------|

| Run all checks even if early ones fail | Admin needs the full picture to remediate in one pass |

| Use sf CLI with --target-org for every query | Ensures correct org context even with multiple orgs authenticated |

| Never modify org settings | This skill validates only — it does not enable or configure anything |

| Report exact Setup navigation paths | Admins need to know where to click in Setup UI |

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Gotchas

| Issue | Resolution |

|-------|------------|

| Some settings are not queryable via Metadata API | Use Tooling API or org settings queries where Metadata API lacks coverage |

| Person Accounts cannot be disabled once enabled | Only check if enabled; no rollback possible |

| Multiple Currencies cannot be disabled once activated | Only check if activated; warn that this is irreversible if recommending enablement |

| State/Country Picklists enabling is irreversible | Include this warning in remediation steps |

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Output Expectations

Deliverables:

• A formatted table showing pass/fail status for all 12 prerequisite categories
• Remediation steps (Setup navigation paths and actions) for each failed check
• Summary count of passed vs. failed checks

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Reference File Index

| File | When to read |

|------|-------------|

| references/checks-user-and-package.md | During Phase 2 (checks 3–6) — exact sf CLI commands, expected values, and remediation for the user profile/permission-set, managed-package, Life Sciences CE feature, and survey checks |

| references/checks-org-settings.md | During Phase 2 (checks 7–15) — exact sf CLI commands, expected values, and remediation for the OWD sharing, inventory, account plans, care plans, chatter, data protection, currencies, picklists, and person-accounts checks |