experience-cms-brand-apply

SKILL.md

Applying CMS Brand

Universal skill for searching, extracting, and applying CMS brand guidelines to generated content.

Scope

This skill is for APPLYING existing brand guidelines from Salesforce CMS to content you generate.

Use this skill when the user wants to:

Apply their brand voice/tone to generated content

Find and use brand guidelines stored in Salesforce CMS

Search for an existing brand in their org

Get brand instructions for content generation

Ensure generated content matches their brand identity

Apply brand styling, tone, or voice to a page, component, or app

DO NOT use this skill when the user wants to:

Search for images or media (use experience-content-media-search skill)

Create a new brand from scratch

Edit brand definitions in CMS

Generate logos or visual brand assets

Before You Start

CRITICAL: You must retrieve brand instructions BEFORE applying any brand.

When a user requests branded content:

Search for available brands (if brand is not already identified)

Extract brand instructions for the selected brand

Apply brand guidelines to all content you generate

Never generate content first and retrofit branding later. Brand instructions must inform content generation from the start.

Workflow Overview

Copy this checklist and track your progress:

CMS Branding Progress:
- [ ] Step 1: Determine if brand is already identified or needs search
- [ ] Step 2: Search for brands (if needed) and present options to user
- [ ] Step 3: Extract brand instructions for the selected brand

Step 1: Determine Brand Context

Check if the user has already specified which brand to use:

Brand is known (user named it, or only one brand exists):

Skip to Step 3 (Extract Brand Instructions)

Brand is unknown (user says "apply my brand" without specifying which):

Proceed to Step 2 (Search for Brands)

Step 2: Search for Brands

Tool: search_media_cms_channels

Brands are stored as CMS content of type sfdc_cms__brand. Search for them by
querying the CMS channels with the brand content type.

Note: Brand content search (contentTypeFqn=sfdc_cms__brand) is explicitly
excluded from the experience-content-media-search skill's scope. Calling
search_media_cms_channels directly here is correct and intentional — do not
route brand search through experience-content-media-search.

Process:

Determine search query — Use the user's keyword. Brand search matches on
brand title and description.

Build the request with the fixed brand-search input contract:

{
  "inputs": [{
    "searchKeyword": "keyword",
    "searchLanguage": "<detected_language>",
    "channelType": "PublicUnauthenticated",
    "contentTypeFqn": "sfdc_cms__brand",
    "pageOffset": 0,
    "searchLimit": 25
  }]
}

Field rules:

searchKeyword — the user's keyword input

searchLanguage — auto-detect from the user's input; if unsure, use en_US

channelType — always PublicUnauthenticated (brand content is delivered
via the public CMS channel; authenticated-channel brand search is not
supported by this tool)

contentTypeFqn — always sfdc_cms__brand

pageOffset — 0

searchLimit — 25

Call search_media_cms_channels with the request

Parse the response — A brand result has an ID starting with 9Ps. Extract:

managedContentId — Unique ID (use this for extraction in Step 3)

managedContentKey — Content key identifier

title — Brand display name

contentUrl — URL to the brand content, found under
managedContentChannelDeliveryDetails[0].contentUrl

pageNumber, pageSize, totalResults — pagination summary

Presenting Brand Results

If brands found, first show a summary line, then use ask_followup_question
to present options:

Showing [N] of [totalResults] total results (page [pageNumber], page size [pageSize]).

Which brand should I apply?

1. [Brand Title 1]
2. [Brand Title 2]
3. [Brand Title 3]

Which brand would you like to use?

When the user replies with their selection, do NOT perform another search —
proceed immediately to Step 3.

If one brand found, confirm with the user:

I found the brand "[Brand Title]". Should I apply this brand's guidelines to the content?

If no brands found:

No brands found in Salesforce CMS. To use branding:
1. Create a brand in Salesforce CMS (Content Type: sfdc_cms__brand)
2. Provide brand guidelines directly in this conversation

Would you like to proceed without CMS branding, or provide guidelines manually?

Never auto-select a brand without confirmation. Always wait for user choice.

Step 3: Extract Brand Instructions

Tool: get_brand_instructions

Process:

Call get_brand_instructions — This retrieves the branding extraction prompt template

Parse the response:

promptBody — Contains the full brand instruction prompt with extraction and application rules

Follow the instructions in promptBody — The prompt template contains specific guidance on:

How to extract brand properties from the brand content

Brand voice and tone rules

Typography and color guidelines

Content formatting rules

Guardrails and restrictions

What Brand Instructions Contain

The extracted brand instructions typically include:

Property
Description

Brand Voice
How the brand speaks (e.g., professional, friendly, authoritative)

Brand Tone
Emotional quality of communication (e.g., confident, warm, empathetic)

Key Messages
Core messaging pillars and value propositions

Content Rules
Dos and don'ts for content generation

Style Guidelines
Typography, color, spacing preferences

Guardrails
Hard restrictions on language, topics, or claims

Error Handling

Error
Response

search_media_cms_channels unavailable
"Brand search is unavailable. Please provide your brand name or guidelines directly."

get_brand_instructions unavailable
"Cannot retrieve brand instructions. Please share your brand guidelines in this conversation and I'll apply them manually."

Org lacks Vibes branding
"CMS branding is not enabled for this org. Contact your admin to enable the Agentforce Vibes branding feature."

Permission denied
"You don't have permission to access CMS brands. Ensure you have Managed Content Authoring permission."

Brand extraction returns empty
"The brand exists but has no configured guidelines. Please add brand properties in CMS or provide guidelines here."

Never silently fail. Always inform the user and offer alternatives.

Key Principles

Brand first, content second — Always extract brand instructions before generating content

Never assume brand guidelines — Only apply what was explicitly retrieved from CMS

Respect guardrails absolutely — Brand content rules are hard constraints, not suggestions

Confirm brand selection — Never auto-select a brand without user confirmation

Show your work — Tell the user which guidelines you applied and how

Graceful degradation — If tools are unavailable, ask for manual guidelines rather than proceeding without branding