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 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:

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_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:

1. Determine search query — Use the user's keyword. Brand search matches on brand title and description.
2. 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

3. Call search_media_cms_channels with the request
4. 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:

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:

Error Handling#

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