Skill directory
Agent skills
Focused instruction packs that teach a coding agent one job well. Browse the catalog and use any of them inside a RiverX project.
18,175Skills
1,902Publishers
249Official
Platform Models API Configureforcedotcom/sf-skillsConfigure (or troubleshoot) an AI coding agent or CLI to route through the Salesforce Models API using a signed OrgJWT. Use this skill when pointing an agent at the Salesforce model endpoint (api.salesforce.com/ai/gpt/v1), setting up OrgJWT / Bedrock-mode auth, wiring the agent's settings, API-key helper, and credentials file for the Salesforce endpoint, or fixing Models API 401 / 404 / \"model not available\" errors. DO NOT TRIGGER when the user needs to create or configure the Salesforce Connected App itself (use integration-connectivity-connected-app-configure) or set up Named Credentials / callout auth (use integration-connectivity-generate).02Platform Permission Set Generateforcedotcom/sf-skillsGenerates correct, deployable Salesforce permission set metadata (PermissionSet XML) with object, field, user, and app permissions. Use this skill when creating or editing permission set metadata, object permissions, field-level security (FLS), tab visibility, or deploying permission sets.01Platform Policy Rule Generateforcedotcom/sf-skillsUse this skill when authoring PolicyRuleDefinition and PolicyRuleDefinitionSet metadata XML for Salesforce Data Cloud governance policies, or when editing *.policyRuleDefinition / *.policyRuleDefinitionSet files. Covers the category decision tree, full schema for all policy variants (ACCESS, GOVERNANCE, RECORD, TRANSFORM), UI-compatibility rules for the Data Governance Policy Builder, output hygiene for user-facing agent responses, and validation guardrails. Do NOT use this skill for UserAccessPolicy, AccessPolicy, SharingRules, PermissionSet, or any other access-control metadata type — those have their own types and live outside the PolicyRuleDefinition schema.09Platform Quick Deployforcedotcom/sf-skillsDeploy validated metadata to a Production Salesforce org without re-running tests. TRIGGER when the user wants to deploy to production, says 'quick deploy', 'promote', 'ship to prod', or has just validated and wants to push the change live. REQUIRES a recent `sf project deploy validate` job ID (≤10 days old, ≤3 days for --use-most-recent). DO NOT TRIGGER for sandbox/scratch deploys (use platform-metadata-deploy) or unvalidated deploys (use platform-deploy-validate first).01Platform Report Generateforcedotcom/sf-skillsUse when users create, generate, or validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular, summary, matrix, or joined reports with columns, groupings, filters, charts, cross-filters, buckets, formulas, or time-frame filters. Triggers on \"create a report\", \"build a report\", \"add a chart\", or .report-meta.xml deploy errors. Do NOT trigger for Custom Report Type metadata (use platform-custom-report-type-generate), dashboards, list views, running reports in the UI, or SOQL.011Platform Sandbox Configureforcedotcom/sf-skillsMUST USE this skill for ANY sandbox request — including simply getting a sandbox's details, status, license type, or pending-activation state by name or ID. TRIGGER when the user: types \"sandbox -help\"/\"sandbox help\"; mentions a sandbox ID (07E prefix); asks to list or show sandboxes; asks for the details, status, license type, or config of a sandbox by name or ID; activates or discards a completed refresh; deletes a sandbox; verifies activation or deletion; creates or refreshes a sandbox. DO NOT TRIGGER when: the user wants to clone a sandbox.01Platform Sharing Owd Configureforcedotcom/sf-skillsUse when the user wants to retrieve or update Organization-Wide Default (OWD) sharing settings for Salesforce objects. TRIGGER on org-wide defaults, checking/viewing sharing defaults, changing default access levels (Private, Public Read Only, Public Read/Write, Controlled by Parent), internal/external access for standard or custom objects, making records private, or sharingModel in .object-meta.xml files. DO NOT TRIGGER for sharing rules, criteria-based sharing, role hierarchy, or manual sharing — delegate to platform-sharing-rules-generate.05Platform Sharing Rules Generateforcedotcom/sf-skillsUse when users get, create, edit, delete, or retrieve Salesforce Sharing Rules metadata for record-level access. TRIGGER on sharing rules, record/criteria-based/role-based/guest-user sharing, sharingCriteriaRules/sharingOwnerRules/sharingGuestRules, .sharingRules-meta.xml files, or sharing records with roles or groups, including viewing or modifying existing rules. DO NOT TRIGGER for permission sets/profiles or object-level (not record-level) security (use platform-permission-set-generate).06Platform Soql Queryforcedotcom/sf-skillsUse when the user needs SOQL/SOSL authoring or optimization: natural-language-to-query generation, relationship queries, aggregates, query-plan/selectivity analysis, and performance or safety improvements. TRIGGER when the user writes, optimizes, or debugs SOQL/SOSL, touches .soql files, or asks about relationship queries, aggregates, or query performance. DO NOT TRIGGER for bulk data operations (use platform-data-manage), Apex DML logic (use platform-apex-generate), or report/dashboard queries.017Platform Tracing Agentforce Configureforcedotcom/sf-skillsGenerate AgentforcePlatformTracingSettings metadata to enable or disable Agentforce agent execution trace spans flowing to Data Cloud. Use this skill for any AgentforcePlatformTracingSettings metadata work. TRIGGER when: user mentions Agentforce tracing, agent trace spans, Data Cloud tracing, AgentforcePlatformTracingSettings, platform observability tracing, enable agent tracing, wants agent execution spans in Data Cloud, mentions .settings-meta.xml for AgentforcePlatformTracing, or asks about enabling observability for Agentforce agents. DO NOT TRIGGER when: user wants Platform Tracing for TraceSpanEvent (use platform-tracing-configure), wants to query or analyze existing agent trace data in Data Cloud (use agentforce-observe), wants Event Log Files or ELF configuration, wants Change Data Capture (use integration-eventing-cdc-configure), or wants ManagedEventSubscription (use integration-eventing-subscription-configure).02Platform Tracing Configureforcedotcom/sf-skillsGenerate EventSettings metadata to enable or disable Platform Tracing (TraceSpanEvent publishing) in Event Monitoring. Use this skill for any EventSettings enablePlatformTracing metadata work. TRIGGER when: user mentions Platform Tracing, TraceSpanEvent, enable tracing in Event Monitoring Settings, event monitoring tracing toggle, enablePlatformTracing, .settings-meta.xml for Event settings tracing, turn on trace span events, or stop publishing trace spans. DO NOT TRIGGER when: user wants Agentforce agent tracing to Data Cloud (use platform-tracing-agentforce-configure), wants Event Log Files or ELF generation, wants Change Data Capture (use integration-eventing-cdc-configure), or wants ManagedEventSubscription (use integration-eventing-subscription-configure).02Platform Trial Org Createforcedotcom/sf-skillsUse this skill to create a Salesforce trial, developer, or Trialforce org against an already-authenticated host org, the same way a developer/Trialforce web signup form provisions one. INVOKE when the user asks to: create a trial org, sign up a new trial or developer org, provision a Trialforce org from a template, or check the status of a trial-org signup they started. Trigger phrases: 'create a trial org', 'sign up a trial org', 'spin up a dev org', 'Trialforce signup', 'provision trial from template', 'check my trial org signup status'. Do NOT use for scratch orgs (use dx-org-manage) or for checking trial expiration dates of existing orgs (use dx-org-trial-expiration-check).08Platform Trust Archive Manageforcedotcom/sf-skillsALWAYS USE THIS SKILL for anything involving Salesforce Archive (also called Trusted Services Archive) — search, view, unarchive, analyze, mask, and erase (RTBF) archived records via the Archive Connect API, and reading archive job status from the ArchiveActivity object. TRIGGER when: user mentions Salesforce Archive, Trusted Services Archive, archive/unarchive records, ArchiveActivity, archive jobs, archive policy, archive analyzer, archived record search, archive storage, archive failure logs, right to be forgotten / RTBF on archived data, or masking archived PII — including phrasings like 'find records that were archived', 'restore archived data', 'why did the archive job fail', 'download the archive failure log', or 'monitor my archive jobs', AND even when they ask you to explain, give guidance, or write a runbook/doc about these topics rather than run code. SKIP when: the user wants generic data-export/backup unrelated to the Archive add-on, or wants to build the archive policy UI metadata.04Platform Validation Rule Generateforcedotcom/sf-skillsUse this skill when users need to create, modify, or validate Salesforce Validation Rules. Trigger when users mention validation rules, field validation, data quality rules, formula validation, error messages, or validation logic. Also use when users encounter validation errors, need to update formulas, or want to enforce business rules at the data layer. Always use this skill for any validation rule work.01Platform Value Set Generateforcedotcom/sf-skillsUse to create, generate, or validate a Salesforce GlobalValueSet (reusable picklist shared across fields) or customize a StandardValueSet (built-in picklists like Industry, Lead Source, Opportunity Stage). Trigger on global/standard value set, reusable picklist, .globalValueSet-meta.xml or .standardValueSet-meta.xml, or deploy errors adding values to a standard picklist. DO NOT TRIGGER for a one-off inline picklist on a single field with no reuse — use platform-custom-field-generate.01Platform Widget Generateforcedotcom/sf-skillsUse this skill to author a complete HXL WidgetBundle (UEM body + schema.json + -meta.xml). TRIGGER when: user asks for a widget, mosaic, fragment, card, or rich UI surface for any subject, domain, feature, or entity noun; the prompt names only an entity or data shape without invoking Lightning Types, CLTs, or Apex-backed types. DO NOT TRIGGER when: the prompt explicitly says 'Lightning Type', 'CLT', 'Custom Lightning Type', 'Apex-backed type', or references '@apexClassType/...' (use platform-lightning-type-widget-coordinate); authoring a custom-LWC renderer for a Custom Lightning Type (use platform-custom-lightning-type-generate); or editing only an LWC component.07Sales Agentforce Pipeline Management Configureforcedotcom/sf-skillsUse to configure, set up, or repair the Sales Management agent and Agentforce Pipeline Management in a Salesforce org. Automates metadata creation for flows, prompt templates, permission sets, and data source configuration. TRIGGER when: user wants to enable Pipeline Management, configure Sales pipeline features, set up the Sales Management agent for opportunity field updates (including autonomous updates), connect enabled data sources like Einstein Conversation Insights or Einstein Activity Capture, customize opportunity stage descriptions, configure post-meeting suggestions, verify or audit configuration status, fix partially configured orgs, or troubleshoot Pipeline Management metadata issues. DO NOT TRIGGER when: user wants to build a custom agent (use agentforce-generate), configure general Agentforce tracing (use platform-tracing-agentforce-configure), work with non-Sales agents, or enable Einstein Conversation Insights or Einstein Activity Capture from scratch (provisioning is out of scope).047Service Agentforce Channel Configureforcedotcom/sf-skillsWires an existing, active Agentforce agent to a channel by resolving a fallback queue, setting up inbound routing (either PATCH SessionHandlerId on the MessagingChannel, or an inbound RoutingFlow for Voice/Email), and optionally configuring outbound escalation. Use when the user wants to add a channel to an existing agent, connect an agent to a messaging or voice channel, route Voice or Email-to-Case to an Agentforce agent, or set up a fallback queue for an agent channel. Also applies to an existing Help Agent. The channel infrastructure must already exist — this skill adds routing. DO NOT TRIGGER when the agent does not yet exist or still needs Help Agent setup (use agentforce-generate or service-helpagent-coordinate), when setting up Email-to-Case with an agent end-to-end (use service-email-to-case-configure), when creating the MessagingChannel itself (use service-digital-engagement-channel-configure), or when creating an Embedded Service Deployment (use service-digital-engagement-deployment-configure).016Service Concierge Portal Generateforcedotcom/sf-skillsDeploys an Agentforce Concierge portal on an LWR Experience Cloud site: provisions the site, configures Concierge components, sets up branding, wires the agent, enables guest access, and publishes. Use when the user wants to stand up a Help Portal / Agentforce Concierge portal — standalone or as the channel step in a Help Agent setup. Requires an existing, active Agentforce Service Agent on the org. DO NOT TRIGGER when the user only wants to embed a chat widget on an existing site (use service-digital-engagement-deployment-configure instead).02Service De Channel Activateforcedotcom/sf-skillsActivate an Enhanced `MessagingChannel` (WhatsApp/Apple/Facebook/SMS/RCS) by PATCHing `MessagingChannelUsage.DeploymentStatus` from `Disabled` to `Provisioning` via the REST sobject endpoint. The UDD save-hook dispatches by `MessageType` for the external callout (`WHATS_APP`→Meta `/register`, `FACEBOOK`→`subscribeFacebookPage`, `TEXT`→`registerCsotSms`; Apple/LINE need none), writes the terminal `Active`/`Error`, and flips `IsActive`. Synchronous on the HTTP response — WhatsApp returns 204 after Meta confirms (~15-21s); no-callout channels are near-instant. No Aura RPC, no CSRF cookies. Use to activate an already-inserted Enhanced channel headlessly via REST. Do not use for full end-to-end setup — use `service-de-headless-channel-configure`.04Service De Channel Consent Configureforcedotcom/sf-skillsConfigure consent (opt-in/opt-out) on an Enhanced `MessagingChannel` so activation will accept it. Given a `{CHANNEL_ID}`, sets the channel's `ConsentType` (ImplicitOptIn / ExplicitOptIn / DoubleOptIn) and the `OptInPrompt` / `DoubleOptInPrompt` prompt fields, then creates or updates one `MsgChannelLanguageKeyword` record per language holding the opt-in / double-opt-in / opt-out / help / custom keywords and confirmation messages. Use between channel insertion and activation — activation fails the consent-readiness check unless a valid ConsentType and at least one matching language-keyword record exist.01Service De Channel Createforcedotcom/sf-skills**INTERNAL USE ONLY — invoked by `service-de-headless-channel-configure`.** Insert an Enhanced messaging `MessagingChannel` (plus child `MessagingChannelUsage` as a free side-effect) of any type — WhatsApp, LINE, Apple Business Chat, Facebook, or SMS. Given a `{MESSAGE_TYPE}` and its inputs, runs the shared preflight → Connect-insert → verify flow, branching only where a type differs. Uses `POST /services/data/v{V}/connect/livemessage/channels` — no Aura session, no shell-stored token. **Invoke `service-de-headless-channel-configure` instead** — it handles insert → route → activate in one flow; replaces the four former per-type creation skills.08Service De Channel Routing Configureforcedotcom/sf-skillsConfigure routing on a newly-inserted Enhanced `MessagingChannel` so activation will accept it. Given a `{CHANNEL_ID}`, walks through picking a routing type (Omni-Channel Queue, Omni-Flow, Agentforce Service Agent, Digital Worker, or direct User), locates or provisions the target, then PATCHes `SessionHandlerId` (plus `FallbackQueueId` where required). Use between insertion and activation — activation fails server-side with `nullQueueId`/`LiveMessageSetupException` if no valid `SessionHandlerId` is set. Do not use for full end-to-end setup — use `service-de-headless-channel-configure`.07Service De Headless Channel Configureforcedotcom/sf-skillsTop-level orchestrator: given a messaging channel type and its inputs, produces an activated Enhanced `MessagingChannel` in the target org — without the Meta/LINE/Apple setup popups. Prompts for `{MESSAGE_TYPE}` if not supplied, then sequences insert → route → consent → activate via the type-agnostic dispatcher (`service-de-channel-create`) plus the shared routing/consent/activation leaves. Resumes from partial state on re-run. Use to set up an Enhanced channel (WhatsApp, Facebook, LINE, Apple, SMS) end-to-end, bypassing in-org setup popups. Do not use for a single stage of an already-inserted channel — use the matching leaf skill (`service-de-channel-activate`, `service-de-channel-settings-configure`, `service-de-channel-routing-configure`) instead.07Service De Waba Integrateforcedotcom/sf-skillsConfirm the customer's WhatsApp Business Account is shared with Salesforce on Meta's side. TRIGGER when the user asks to link, share, or confirm sharing of a WhatsApp Business Account with Salesforce, or to verify Salesforce appears in the WABA's Partners list. Pure instruction + one user-confirmation prompt — no API calls, no token handling. Sharing happens in Meta Business Suite (UI-only; Meta has no Graph endpoint for this). Renders step-by-step instructions with Salesforce's Business Manager ID substituted in, then asks the user to confirm whether \"Salesforce\" appears in the WABA's Partners list. DO NOT TRIGGER when the user needs full end-to-end WhatsApp setup (use `service-de-headless-channel-configure`) or to insert the channel record itself (use `service-de-channel-create`).01Service Digital Engagement Channel Configureforcedotcom/sf-skillsConfigures and deploys enhanced chat Messaging Channels for Messaging for In-App and Web (MIAW). Use when the user needs to create, deploy, and activate a messaging channel configured with Omni-Channel Flow, Omni-Channel Queue, User, or Agentforce Service Agent routing. Generates MessagingChannel metadata, deploys it to the target org, and activates the channel with User Verification, pre-chat forms, automated responses, consent settings, and all customizable channel options via Metadata API. TRIGGER when the user mentions messaging channel, MIAW, enhanced chat, in-app messaging, web messaging setup, or references a .messagingChannel-meta.xml file. DO NOT TRIGGER when the user is configuring legacy Live Agent chat, Embedded Service deployments without messaging, or standard Omni-Channel routing rules without a messaging channel.08Service Digital Engagement Deployment Configureforcedotcom/sf-skillsConfigures Embedded Messaging Deployments for Messaging for In-App and Web (MIAW). Use when the user needs to create a new embedded messaging deployment from scratch using Connect API with defaults, or update an existing deployment's settings using Metadata API. Produces Connect API request payloads for new deployments and EmbeddedServiceConfig metadata XML for updates. TRIGGER when the user mentions embedded messaging deployment, embedded service deployment, MIAW deployment, messaging widget setup, chat widget configuration, embedded chat deployment, or references a .EmbeddedServiceConfig-meta.xml file. DO NOT TRIGGER when the user is creating a messaging channel (use service-digital-engagement-channel-configure), configuring legacy Live Agent embedded service, or generating the JavaScript code snippet for website embedding.011Service Digital Engagement Messaging Site Integrateforcedotcom/sf-skillsIntegrates a Messaging for In-App and Web (MIAW) Embedded Messaging chat widget into an Experience Cloud site by patching the site's LWR or Aura page bundle, deploying, publishing, and verifying guest access. Use when the user wants to embed messaging on an Experience site, add a chat widget to a community, place the Embedded Messaging component on an LWR or Aura page, wire an embedded service deployment to a site, references the retrieved bundle artifacts (`content.json`, `homeGuestLayout.json`, or a `*.site-meta.xml` file), or automates the retrieve/patch-JSON/deploy/publish flow instead of clicking through Experience Builder. DO NOT TRIGGER when creating the messaging channel (use service-digital-engagement-channel-configure), when creating or updating the EmbeddedServiceConfig deployment (use service-digital-engagement-deployment-configure), or when generating a standalone JavaScript snippet for a non-Experience website.010Service Email To Case Configureforcedotcom/sf-skillsUse to configure Salesforce Email-to-Case headlessly via the Metadata API. Reads CaseSettings, applies the emailToCase config with updateMetadata, and verifies by re-reading. Also the entry point for attaching an Agentforce agent to Email-to-Case: configures the E2C base, then delegates agent creation and channel wiring. TRIGGER on set up/configure Email-to-Case, enable E2C routing addresses, add a routing address, or E2C with an Agentforce agent. DO NOT TRIGGER for the interactive Easy Setup wizard, On-Demand E2C only, general Case/web-to-case setup, or an agent with no E2C involved.017Service Helpagent Coordinateforcedotcom/sf-skillsUse to set up, configure, ground, or go live with a Salesforce Help Agent (an Agentforce Service Agent in Service Cloud) via a guided four-checkpoint flow. Use whenever a user says any of: set up / create / build / add a help agent, service agent, or support chat agent; add or embed a chat widget on a website or Experience Cloud / LWR site; put a help agent on a channel (web chat, voice, phone, help portal); ground a help agent on Salesforce Knowledge; or wants an AI to answer customer questions, manage support cases, and escalate to a human. The right skill even when the request names only one part or references help-agent-spec.md or the Agentforce Quick Setup wizard. DO NOT TRIGGER when authoring a brand-new agent with no Help Agent lineage (use agentforce-adlc:agentforce-generate), configuring OAuth/ECAs (use integration-connectivity-connected-app-configure), or only deploying metadata (use platform-metadata-deploy).011Service Itsm Agentic Setup Agentforce Coordinateforcedotcom/sf-skillsOrchestrator for setting up Agentforce in Salesforce Service Cloud ITSM — Agentforce Studio enablement, the IT Service Fulfiller agent, the IT Service Employee agent, specialized employee agents, and human escalation. Use when the user asks to set up Agentforce for ITSM, enable Studio and the Fulfiller/Employee agents together, configure employee-agent escalation, wants a guided Agentforce ITSM walkthrough, or asks what Agentforce features are available for IT Service. Presents available Agentforce capabilities and delegates each selection to a specialized child skill while tracking progress. Triggers on: set up agentforce for itsm, configure agentforce studio and fulfiller, agentforce itsm walkthrough, what agentforce features for it service. DO NOT TRIGGER when: the user asks to enable Agentforce Studio alone, asks to create or activate the Fulfiller or Employee agent alone, asks to configure escalation alone, or asks about CMDB, Incident Management, Teams, or general ITSM setup without Agentforce intent.03Service Itsm Agentic Setup Agentforce Studio Configureforcedotcom/sf-skillsEnable the Agentforce for IT Service Salesforce Go feature toggles (Agentforce Studio, Einstein Generative AI, the parent umbrella, and the Fulfiller/Employee agent templates) using the Salesforce CLI (sf). Turns ON org prefs via the Setup Discovery feature/{apiName}/enable Connect API route. Write-capable, idempotent, dependency-ordered, confirm-to-write required. Use when asked to enable Agentforce Studio, turn on Agentforce for IT Service, enable Einstein generative AI, or configure the org-level Agentforce for IT Service prerequisites. Triggers: enable agentforce studio, turn on agentforce for it service, enable einstein generative ai, configure agentforce org prefs. DO NOT TRIGGER: read-only prerequisite check (service-itsm-agentic-setup-agentforce-studio-validate), create/activate an agent (service-itsm-agentic-setup-fulfiller-agent-configure), or assigning permission sets.05Service Itsm Agentic Setup Agentforce Studio Validateforcedotcom/sf-skillsValidate the Agentforce for IT Service prerequisites for a Fulfiller or Employee agent, using the Salesforce CLI (sf). The READ-ONLY prerequisite check: it reads the Salesforce Go feature toggles behind the Agentforce for IT Service setup page (Agentforce Studio, the IT Service Fulfiller Template / IT Service Employee Template, Specialized Agent Templates for Employee) via one Connect API call, then a helper script classifies the chosen path into a READY / NOT-READY verdict. It never enables anything; when a toggle is off it hands off to agentforce-studio-configure to enable it. Use when asked to check Agentforce prerequisites, validate the org is ready for an ITSM agent, or verify Agentforce Studio is enabled. Triggers: check agentforce prerequisites, validate agentforce readiness, is my org ready for the fulfiller agent, verify agentforce studio enabled. DO NOT TRIGGER: enabling or turning on the toggles, creating the fulfiller agent (service-itsm-agentic-setup-fulfiller-agent-configure), or CMDB CRUD.03Service Itsm Agentic Setup Cmdb Access Assignforcedotcom/sf-skillsGrant a specific user access to CMDB (Configuration Management Database) data in Service Cloud ITSM against a production or sandbox org by assigning the license-backed CMDB permission sets (Configuration Item Reader, Owner, Type Reader, Type Manager) and their permission-set licenses. Use when the user asks to give someone CMDB access, assign CMDB permission sets, grant a user the Configuration Item Reader/Owner role, or fix a CMDB 403 FUNCTIONALITY_NOT_ENABLED that a user still hits after the CMDB feature is already enabled. Triggers on: assign CMDB permission set, grant CMDB access, give user Configuration Item access, CMDB access for user, user still gets CMDB 403 after enable. DO NOT TRIGGER when: the user wants to turn on the CMDB feature or provision the CMDB tenant for the whole org (that is the CMDB feature-enable skill), only install a CMDB content bundle, work with CMDB records directly, or assign general (non-CMDB) permission sets to users (use dx-org-permission-set-assign).02Service Itsm Agentic Setup Cmdb Bundle Deployforcedotcom/sf-skillsDeploy (install) the CMDB Foundation base content bundle in Service Cloud ITSM against a production or sandbox org, after the CMDB feature is enabled. Use when the user asks to install the CMDB bundle, deploy CMDB Foundation, set up the CMDB base content, install CMDB out-of-the-box content, or finish CMDB setup with the base bundle. Triggers on: install CMDB bundle, deploy CMDB Foundation, CMDB base content, CMDB content bundle, bundleInstallation, finish CMDB setup. DO NOT TRIGGER when: the user wants to enable the CMDB feature for the org (that is the CMDB feature-enable skill), assign CMDB permission sets to a user (that is the CMDB access-assign skill), install optional non-base add-on bundles, deploy general (non-CMDB) metadata or packages, or work with CMDB records directly.02Service Itsm Agentic Setup Cmdb Configureforcedotcom/sf-skillsEnable the CMDB (Configuration Management Database) feature in Service Cloud ITSM against a production or sandbox org: verify the CMDB org SKU, provision the CMDB tenant, and enable the service-cloud-itsm-cmdb-integration feature that lifts the CMDB access gate. Use when the user asks to enable CMDB, turn on the Configuration Management Database, provision the CMDB tenant, enable the CMDB feature, or fix a CMDB 403 FUNCTIONALITY_NOT_ENABLED error. Triggers on: enable CMDB feature, provision CMDB tenant, turn on CMDB, CMDB not enabled, CMDB 403 error, service-cloud-itsm-cmdb-integration. DO NOT TRIGGER when: the user only wants to assign CMDB permission sets to users, only install a CMDB content bundle, or work with CMDB records directly.02Service Itsm Agentic Setup Cmdb Coordinateforcedotcom/sf-skillsOrchestrator skill for enabling CMDB (Configuration Management Database) end-to-end in Service Cloud ITSM against a production or sandbox org. Use when the user asks to set up CMDB, enable Configuration Management Database, configure the ITSM CMDB, onboard CMDB from scratch, wants a guided walkthrough of CMDB enablement, or asks what CMDB setup steps are available. Triggers on: set up CMDB, enable CMDB, configure CMDB, CMDB onboarding, Configuration Management Database setup, ITSM CMDB walkthrough. DO NOT TRIGGER when: the user asks about a specific CMDB sub-step directly (e.g. only installing a bundle, only assigning permission sets), CMDB record CRUD (creating CIs, relationships), Discovery/Service Graph Connector configuration, or general ITSM queries without CMDB setup intent.02Service Itsm Agentic Setup Cmdb Discovery Configureforcedotcom/sf-skillsEnable CMDB Asset Discovery in Service Cloud ITSM against a production or sandbox org by turning on the service-cloud-itsm-discovery-integration feature, then grant a user the Discovery page by assigning the IT Service Discovery Manager permission set and its license — the final CMDB setup layer, run after the CMDB feature, user access, and content bundle are in place. Use when the user asks to enable CMDB discovery, turn on asset discovery, enable service-cloud-itsm-discovery-integration, grant Discovery page access, or assign the Discovery Manager permission set. Triggers on: enable CMDB discovery, turn on asset discovery, service-cloud-itsm-discovery-integration, assign Discovery Manager access, CMDB discovery not enabled. DO NOT TRIGGER when: the user wants to enable the base CMDB feature, provision the CMDB tenant, assign the four CMDB Configuration-Item permission sets, install a CMDB content bundle, or work with CMDB records directly — those are earlier CMDB layers.02Service Itsm Agentic Setup Configureforcedotcom/sf-skillsTop-level orchestrator for setting up IT Service Management (ITSM) in Salesforce Service Cloud. Use when the user asks to set up ITSM, configure service management, wants a guided walkthrough, or asks what is needed to get ITSM running. Presents a paged multi-select track menu and delegates to domain sub-orchestrators — Incident Management, Agentforce for ITSM, CMDB, Channels (Portal, Notifications, Microsoft Teams, Slack), and Unified Catalog (find and deploy Service Process templates). Prerequisites (e.g., the Incident Management master switch) are owned inside the relevant sub-orchestrator, not at this level. Triggers on: set up ITSM, configure service management, ITSM setup, get ITSM running, set up CMDB / channels / Teams / Slack / Agentforce for ITSM / Unified Catalog templates. DO NOT TRIGGER when: the user asks about a specific feature directly (e.g., the priority matrix alone), asks only about Case management, wants to create a single user, or asks general ITSM questions without setup intent.02Service Itsm Agentic Setup Employee Agent Configureforcedotcom/sf-skillsCreate 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).012Service Itsm Agentic Setup Fulfiller Agent Configureforcedotcom/sf-skillsCreate and activate the IT Service Fulfiller agent as a Next-Gen Authoring (NGA) native agent from the shipped ITSM Fulfiller template's Agent Script, using the Salesforce CLI (sf): read the template, check idempotency, create the NGA bundle then publish and activate it, then verify it is live. Idempotent per developer name. The Fulfiller agent is the IT-technician-facing assistant for incident triage, case summarization, field updates, and related-record automations. Use when asked to create the Fulfiller agent, set up the IT Service Fulfiller agent, provision the fulfiller assistant, or activate the Fulfiller agent. Triggers: create fulfiller agent, set up fulfiller agent, provision fulfiller agent, activate fulfiller agent. DO NOT TRIGGER: checking org prerequisites (service-itsm-agentic-setup-agentforce-studio-validate), or CMDB CRUD.015Service Itsm Agentic Setup Incident Managementforcedotcom/sf-skillsOrchestrator for Incident Management setup in Salesforce Service Cloud ITSM: presents the available features, tracks progress, and configures each — SLA & Milestones, Priority Matrix, Incident preferences, Major Incident Management, Incident persona PSG assignment, and Service Management Privilege. Use for: set up or configure incident management, incident management walkthrough, what incident features can I configure; the incident preference toggles (default field validations, auto-close child incidents, auto-triage, assign with Einstein, restrict assigned group, rich text descriptions); Major Incident Management (approval group + MIM preferences); assigning the Incident Fulfiller or Incident Manager persona PSG to a user; Service Management Privilege / privilege escalation setup. DO NOT TRIGGER for: the master on/off switch (service-itsm-incident-mgmt-configure), the Priority Matrix or SLA alone, the Major Incident Manager PSG, creating/editing PSGs, or Problem/Change/Case Management.06Service Itsm Agentic Setup Incident Sla Configureforcedotcom/sf-skillsEnd-to-end Incident SLA setup for Service Cloud ITSM — creating a MilestoneType, an Incident-scoped SLA Policy (SlaProcess), attaching a Milestone with criteria, and wiring an Entitlement so Incidents derive an EntityMilestone with a computed TargetDate. Use when the user asks to configure SLA milestones on Incidents, create an SLA policy for Incident records, set up entitlement processes for ITSM, wire milestones so they appear on the Incident page, or enable SLA tracking for incident management. DO NOT TRIGGER when: the user asks about Case entitlements or Case SLA (not Incident), querying existing SLA policies without setup intent, general Entitlement sObject CRUD unrelated to Incident, or Milestone queries for reporting purposes only.07Service Itsm Agentic Setup Itsm Agentforce Permset Assignforcedotcom/sf-skillsResolve missing ITSM Intelligence invocable actions so a Fulfiller NGA agent can activate. Reads which of the three Core Fulfiller persona permsets (IncidentFulfiller, ProblemFulfillerPermSet, ChangeRequestFulfillerPermSet) are provisioned, then assigns the running user the selected persona (plus backing PSL when license-gated) so svc_itsm_intelligence__* actions surface; hands off to service-itsm-agentic-setup-agentforce-studio-validate if none are provisioned. Use when the Fulfiller agent-configure skill reports missing actions on activate, when 'Invocable action svc_itsm_intelligence__X does not exist' surfaces, when a user asks to grant themselves Fulfiller prompt-template access, when asked to assign the Incident, Problem, or Change Fulfiller persona permission set, or when resolving missing ITSM Intelligence action access for the Fulfiller agent. DO NOT TRIGGER for Employee-agent access, Agentforce for IT Service toggles, agent creation, CMDB access, or generic permset assignment.08Service Itsm Agentic Setup Uel User Createforcedotcom/sf-skillsProvision and enable a Unified Employee License (UEL) user in Salesforce with the full entity chain — User, Person Account, PersonContact, and Employee2 — through the Salesforce-hosted headless-360 MCP server. Use when the user asks to create a UEL user, set up a Unified Employee user account, enable an employee under the Unified Employee license, provision an employee with Person Account and Employee2 record, or onboard a new employee onto the Unified Employee profile. Triggers on: create UEL user, set up unified employee, provision unified employee, enable UEL employee, onboard employee user, create person account for employee. DO NOT TRIGGER when: the user asks to create a standard user without UEL, clone an existing user, manage existing user permissions only, assign incident permissions only, reset passwords only, or look up existing users without creation intent.02Service Itsm Channels Coordinateforcedotcom/sf-skillsTop-level interactive coordinator for Employee Service (ITSM) channel setup. Presents menu of channel setup options (Portal, Teams, Slack) and delegates to the corresponding skill. Use this for: 'setup ITSM channels', 'configure employee service channels', 'set up service cloud communication channels', 'I want to configure ITSM integrations', or any general request for ITSM channel/integration setup where the user hasn't specified exactly which channel they want. DO NOT TRIGGER for requests that already name a specific channel or child skill (e.g. 'configure Teams', 'set up Slack', 'create an employee portal', 'configure ITSM notifications') — route directly to the matching child skill instead.01Service Itsm Incident Mgmt Configureforcedotcom/sf-skillsReads and toggles the master Incident Management setting on a Salesforce ITSM org — the org-level switch that turns Incident Management on or off. Reads current state before writing, is idempotent, and requires explicit user confirmation before any change. Use when the user wants to enable, disable, toggle, view, or turn on/off Incident Management (Service ITSM) at the org level. DO NOT TRIGGER for Default Field Validations for Incidents, Auto Closure of Child Incidents, Email-to-Incident sub-toggles, Problem Management, Change Management, Case Management, ITSM External Client App setup, or Incident Priority Matrix configuration (use the service-itsm-incident-priority-configure skill).02Service Itsm Incident Priority Configureforcedotcom/sf-skillsConfigures the Incident Priority Matrix for Salesforce ITSM through the sf CLI — enabling or disabling the matrix, shaping the Impact x Urgency grid that derives Priority on Incident records, toggling the manual-override preference, and reading or setting the default fallback priority. Reads every value before writing, is idempotent, and requires explicit user confirmation before any mutation. Use when the user wants to view, enable, disable, set up, seed, add to, change, or remove priority matrix configuration for Incident records, change the default incident priority, or asks about incident priority setup, impact/urgency mapping, override, or the ITSM incident priority matrix. DO NOT TRIGGER for Problem or ChangeRequest priority matrices, Case priority fields, standard Priority picklists outside ITSM, SLA or milestone configuration, or enabling Incident Management itself (use the service-itsm-incident-mgmt-configure skill).05
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