Applying CMS Brand

Scope

• 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

• 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

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

Workflow Overview

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

• Skip to Step 3 (Extract Brand Instructions)

• Proceed to Step 2 (Search for Brands)

Step 2: Search for Brands

search_brands

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"
  }]
}

1. Call

   search_brands

   with the query
2. 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

ask_followup_question

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?

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

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?

Step 3: Extract Brand Instructions

get_brand_instructions

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

Error Handling

search_brands

get_brand_instructions

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