applying-cms-brand

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 searching-media 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 generating or modifying any brand.

When a user requests branded content:

1. Search for available brands (if brand is not already identified)
2. Extract brand instructions for the selected brand
3. 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_brands

Process:

1. Determine search query — Use the user's description, company name, or a general keyword
2. Build the request:

{
  "inputs": [{
    "searchQuery": "keyword or brand name"
  }]
}

3. Call search_brands with the query
4. Parse the response — Extract brand results:
   • managedContentId — Unique ID (use this for extraction in Step 3)
   • managedContentKey — Content key identifier
   • title — Brand display name
   • contentUrl — URL to the brand content
   • totalResults — Number of brands found

Presenting Brand Results

If multiple brands found, use ask_followup_question to present options:

I found [N] brands in your CMS. Which one should I apply?

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

Which brand would you like to use?

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:

1. Call get_brand_instructions — This retrieves the branding extraction prompt template

2. Parse the response:

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

3. 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_brands 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

1. Brand first, content second — Always extract brand instructions before generating content
2. Never assume brand guidelines — Only apply what was explicitly retrieved from CMS
3. Respect guardrails absolutely — Brand content rules are hard constraints, not suggestions
4. Confirm brand selection — Never auto-select a brand without user confirmation
5. Show your work — Tell the user which guidelines you applied and how
6. Graceful degradation — If tools are unavailable, ask for manual guidelines rather than proceeding without branding