Service Itsm Agentic Setup Employee Agent Configure
Create and activate an IT Service Employee agent as a Next-Gen Authoring (NGA) native agent from an ITSM Employee agent template's Agent Script, via the Salesforce CLI (sf): read the template, check idempotency, create the NGA bundle then publish and activate, verify live. Defaults to the broad IT Service Employee template; when the user names a specialized Employee template (Password Manager Assistance, Certificate Management, Onboarding, Hardware Request, and ~47 others catalogued in references/specialized-templates.md — all under the `svc_emp_intelligence__` namespace), pins that one instead. Idempotent per developer name. TRIGGER when the user asks to create/set up/provision/activate the Employee agent, the IT Service Employee agent, or a specialized Employee agent (password manager, certificate, onboarding, hardware request, etc.). DO NOT TRIGGER: prerequisite checks (service-itsm-agentic-setup-agentforce-studio-validate), CMDB CRUD, Fulfiller setup (service-itsm-agentic-setup-fulfiller-agent-configure).
- Skill ID
- forcedotcom/sf-skills/service-itsm-agentic-setup-employee-agent-configure
- Publisher
- forcedotcom
- Repository
- sf-skills
- Installs
- 0
- Files
- 12
- Synced
- Sep 23, 2026
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forcedotcom/sf-skills/service-itsm-agentic-setup-employee-agent-configureInstalls these files- SKILL.md
- references/cli-invocation.md
- references/error-taxonomy.md
- references/reactivation.md
- references/report-format.md
- references/specialized-templates.md
- references/workflow-detail.md
- scripts/build-create-body.mjs
- scripts/classify-agent-existence.mjs
- scripts/classify-preflight.mjs
- scripts/create-scratch-dir.mjs
- scripts/render-report.mjs
What this skill tells the agent
Create an IT Service Employee Agent (broad or specialized)
Create and activate an IT Service Employee Agent as a Next-Gen Authoring (NGA) native agent — Agent-Script-based (AiAuthoringBundleDefVer/bundle), appearing natively in Agentforce Studio's Agents list with no external-link icon — entirely through the Salesforce CLI (`sf`). This skill does not call the legacy `/connect/service-itsm/createAgent`; instead it reuses a shipped ITSM Employee template's agentScript field and feeds it into the NGA bundle pipeline: POST /nextgen-authoring/bundles → POST /nextgen-authoring/bundle-versions/{id}/publish → POST /nextgen-authoring/bundle-versions/{id}/activate. Commands: sf api request rest for Connect API GET/POST; sf data query for the SOQL idempotency + verify reads.
GET /connect/service-itsm/agent-templates?agentType=AgentforceEmployeeAgent returns the broad IT Service Employee template plus ~47 specialized Employee templates under the svc_emp_intelligence__ namespace as siblings in data[]. Every specialized template ships the same agentScript shape with the same config.developer_name/config.agent_label substitution points, so the same NGA sequence works for any of them — only the `masterLabel` that Phases 1 and 4 pin against changes. Full catalog + namespace filter + disambiguation rules live in references/specialized-templates.md.
Helper scripts (invoked via Bash) hold every JSON-parsing / decision rule so the model never eyeballs a response body (A9): classify-preflight.mjs, classify-agent-existence.mjs, build-create-body.mjs (HTML-decodes + substitutes the template's agentScript and writes the body to a JSON file so large content and free-text quotes never hit an inline shell string), render-report.mjs (deterministic report renderer).
Template selection (before Phase 1). Resolve the <masterLabel> this run pins: (1) no specialization named ⇒ pin IT Service Employee (id svc_emp_intelligence__ItEmployeeAssistance) — the backwards-compatible default; (2) user names a specialization ⇒ keyword-match against references/specialized-templates.md, single unambiguous match ⇒ pin that masterLabel and derive developerName from id after __ (snake-cased); ambiguous ⇒ AskUserQuestion keyed on id; (3) filter `data[]` to `svc_emp_intelligence__` only — svc_itsm_intelligence__* (Fulfiller) redirects to service-itsm-agentic-setup-fulfiller-agent-configure, other namespaces are out of scope. The resolved <masterLabel> is the single knob passed to classify-preflight.mjs (Phase 1) and build-create-body.mjs (Phase 4).
Prerequisites. Creation assumes the org-level Agentforce for IT Service prerequisites are already satisfied (Agentforce Studio access + service-cloud-requestor-agent + service-cloud-it-service-employee-agent). If Phase 1 detects Studio is not accessible — or if any write returns 403 FUNCTIONALITY_NOT_ENABLED — this skill offers to delegate to service-itsm-agentic-setup-agentforce-studio-validate (employee path) then resume; on "no", stops. This skill never enables features itself — enablement is a Setup-UI/admin action.
Scope
- In scope: Reading
agent-templates; extracting an Employee template's Agent Script (broad default or a user-named specialization fromreferences/specialized-templates.md— all undersvc_emp_intelligence__); creating the Employee agent as an NGA-native agent viacreateBundleWithVersion→publish→activate; SOQL-verifying live; idempotent skip on duplicate developer name — all viasf. - Out of scope: The Fulfiller agent (
service-itsm-agentic-setup-fulfiller-agent-configure); enabling org-level feature toggles (validated byservice-itsm-agentic-setup-agentforce-studio-validate); low-level topic/action authoring; perm-set assignment; content-bundle deployment; CMDB CRUD; Discovery / Service Graph; the legacycreateAgentroute; anydata[]entry outsidesvc_emp_intelligence__.
Preconditions
If any of these are unmet, sf surfaces an auth error or a 401/403/404; surface the raw error verbatim and stop — do not fabricate state.
- `sf` CLI authenticated to the target org (
sf org display -o <alias>shows Connected). All calls use--target-org <alias>; never extract the access token by hand. - API v67.0+ — pinned in the URL path; do not hand-edit below the minimum.
- ITSM features + templates provisioned — resolved template must be present. If
agent-templatesreturns nothing or the routes 404, runservice-itsm-agentic-setup-agentforce-studio-validate(agent pathemployee). - `node` ≥ 18 on PATH.
Operations at a glance
| Concern | Command | Notes |
|---|---|---|
| Studio access (precondition read) | sf api request rest "/services/data/v67.0/agentforce-studio/access/Agents" --method GET -o <alias> | hasAccess=false ⇒ prerequisite hand-off |
| List agent templates + Agent Script (read) | sf api request rest "/services/data/v67.0/connect/service-itsm/agent-templates?agentType=AgentforceEmployeeAgent" --method GET -o <alias> | agentType=AgentforceEmployeeAgent required; confirms resolved <masterLabel> template + non-empty agentScript |
| Enumerate existing agent + latest version status (read) | sf data query -q "SELECT Id,DeveloperName,MasterLabel,AgentTemplate,(SELECT Id,Status FROM BotVersions ORDER BY VersionNumber DESC LIMIT 1) FROM BotDefinition WHERE Id='<botDefinitionId>' OR AgentTemplate='<agentTemplate>' OR DeveloperName='<developerName>'" -o <alias> --json | Keyed PRIMARILY on the template's botDefinitionId (Phase-1 row); OR AgentTemplate= is the first fallback that catches the pre-provisioned broad IT_Service_Employee agent by its OOTB namespaced source template (svc_emp_intelligence__ItEmployeeAssistance = Phase-1 template.id) regardless of the collected DeveloperName guess; OR DeveloperName= is the last fallback for self-created agents (null AgentTemplate) and the guard for a dangling Id link (deleted target). Classified by scripts/classify-agent-existence.mjs; Active latest ⇒ ALREADY-CREATED; Inactive latest ⇒ offer reactivation |
| Create the NGA bundle (write) | sf api request rest "/services/data/v67.0/nextgen-authoring/bundles" --method POST --body @<body-file> -o <alias> | Body built by scripts/build-create-body.mjs; response id = the bundle version Id |
| Publish the bundle version (write) | sf api request rest "/services/data/v67.0/nextgen-authoring/bundle-versions/<bundleVersionId>/publish" --method POST --body '{}' -o <alias> | Returns publishedBotId/publishedBotVersionId — creates the underlying BotDefinition/BotVersion |
| Activate the bundle version (write) | sf api request rest "/services/data/v67.0/nextgen-authoring/bundle-versions/<bundleVersionId>/activate" --method POST --body '{}' -o <alias> | Empty response on success; agent is now live and NGA-native |
| Activate an existing inactive version (write) | sf api request rest "/services/data/v67.0/connect/bot-versions/<latestVersionId>/activation" --method POST --body '{"status":"Active"}' -o <alias> | Reactivation path only (Phase 2b) — skips create/publish |
| Verify agent is live (read) | sf data query -q "SELECT ... FROM BotDefinition WHERE Id='<verifyId>'" -o <alias> --json | <verifyId> = create path's publishedBotId (Phase-5) or the Phase-2 classifier's returned live matched Id (its botDefinitionId/agentId) on ALREADY-CREATED / reactivation — not the null Phase-1 template botDefinitionId, never the collected developerName; confirm BotDefinition present + latest version Active |
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