DevOps & Cloud
4,382 results
- Service Itsm Teams Employee Agent ConfigureSalesforceOfficialConfigure the embedded Agentforce Employee Agent so it replies inside the Microsoft Teams ITSM custom client ('Salesforce Employee Assist' / 'Ask AI Agent'). Use this for: 'set up employee agent in Teams', 'embed Agentforce agent in Teams', 'make the IT Service Employee Agent reply in Teams', 'Teams Ask AI Agent not responding', 'agent joins then leaves without replying', 'configure MIAW…
- Service Itsm Teams Itdesk ConfigureSalesforceOfficialConfigure the "Set Up Salesforce IT Desk" checklist for Microsoft Teams Employee Service (ITSM) — the fulfiller/agent side, covering app enablement, marketplace install guidance, user access assignment, and Swarming collaboration-tool setup.
- Service Itsm Teams Itservice ConfigureSalesforceOfficialConfigure the "Set Up Salesforce IT Service" checklist for Microsoft Teams Employee Service (ITSM) — the employee side, covering app enablement, marketplace install guidance, user access assignment, and Digital Experience Site selection.
- Service Omni Agent Work Sharing ConfigureSalesforceOfficialUse to configure or verify org-wide AgentWork visibility for supervisors after explicit confirmation. Triggers: let supervisors read AgentWork, configure AgentWork sharing, verify AgentWork OWD, make AgentWork visible to supervisors, change AgentWork internal access. Do not use to filter which reps appear in Command Center; use service-omni-supervisor-config-deploy for that.
- Service Omni Base Settings ConfigureSalesforceOfficialUse to enable the five Omni-Channel base settings on a Salesforce org via the Metadata API. The canonical writer scripts/configure-and-report.sh detects, deploys, and re-verifies in one call (run mode) or detects only (plan mode); it is idempotent (deploys only when a toggle is false or missing) and guards writes with a sandbox/CDO/trial/DE safe_to_write check.
- Service Omni Channel Setup CoordinateSalesforceOfficialUse to stand up Omni-Channel setup headlessly on Salesforce: base settings, agent users, service channels, routing configs, queues (create and align) and members, presence statuses, permission assignments, the classic Omni Supervisor config plus its action/tab surface, and — for Case and VoiceCall — the record-triggered routing flow.
- Service Omni Command Center AnalyzeSalesforceOfficialUse to analyze whether an org should use Command Center for Service V2 or classic Omni Supervisor and recommend the next action without making changes. Triggers: detect Command Center V2 versus classic, check supervisor readiness, choose a supervisor experience, diagnose Command Center availability, assess Omni Supervisor setup. Do not use to enable V2, assign permissions, or deploy configuration.
- Service Omni Command Center ConfigureSalesforceOfficialUse to enable Command Center for Service V2 and configure its supported supervisor controls through the OmniChannel Settings Metadata API while preserving unrelated settings. Requires explicit apply consent, refuses production customer orgs, and verifies the seeded V2 page and tab.
- Service Omni Presence Status DeploySalesforceOfficialCreate the standard Available and Busy presence statuses needed for Omni-Channel routing. TRIGGER when users ask to deploy Omni presence statuses, configure agent availability, deploy Omni status metadata, create an Available status for Case, Incident, Messaging, or Voice, or add the standard Busy status.
- Service Omni Presence User Config DeploySalesforceOfficialUse to deploy an Omni PresenceUserConfig (presence configuration) as one whole-record Metadata write with the decline/ACW fields set consistently: Auto-Accept off, Decline on, Decline Reason on (with a PresenceDeclineReason deployed in the same package), and an After-Conversation-Work wrap-up timer. Agents are assigned by username. Idempotent via the Metadata API files[].state signal.
- Service Omni Queue DeploySalesforceOfficialUse to verify or create a Queue on a Salesforce org for a routable sObject (Case | Incident | MessagingSession | VoiceCall), discovered via its QueueSobject binding rather than by hardcoded name. Reuses whatever queue already routes the target sObject; with --create-if-missing it creates a Queue via the Metadata API (Group + QueueSobject) when none is bound and aligns its QueueRoutingConfigId to…
- Service Omni Queue Members AssignSalesforceOfficialUse to bind agent users into a Salesforce Queue via GroupMember Data API POSTs, with SOQL-based idempotency (safe re-run — only inserts missing bindings). Binds either the generated demo agents (agent{1..N}.<suffix>@example.com) or an explicit list of real agents passed as usernames/User Ids.
- Service Omni Queue Routing Config DeploySalesforceOfficialUse to create or update a QueueRoutingConfig record on a Salesforce org via the Data API (idempotent SOQL detect + REST upsert). Naming is target-derived: Case→Case_Routing_Config, VoiceCall→Voice_Routing_Config, Incident→Incident_Routing_Config, MessagingSession→Messaging_Routing_Config (via QRC_ROUTING_TARGET), or pass an explicit developer-name/label/capacity/priority.
- Service Omni Service Channel ConfigureSalesforceOfficialUse to ensure exactly one ServiceChannel exists on a Salesforce org for a routable sObject (Case | Incident | MessagingSession | VoiceCall), reusing any standard or custom channel already bound to that sObject and only deploying a canonical template when none exists. Salesforce enforces one ServiceChannel per RelatedEntity, so the skill detects via the Tooling API first.
- Service Omni Skills Based Routing ConfigureSalesforceOfficialUse to make agents routable by Omni skills-based routing: ensure an Omni Skill exists, then assign it to each active agent through the classic Omni-Channel SkillUser junction. Idempotent — existing skills and user bindings are reused, and only missing bindings are created. Works on Service Cloud orgs without requiring Field Service.
- Service Omni Supervisor Config DeploySalesforceOfficialUse to stand up a headless Omni-Channel Supervisor Configuration by deploying the classic OmniSupervisorConfig (parent plus supervisor-user and queue companions) in one atomic Metadata API deploy, idempotent via the deploy state. Requires active supervisor users, Omni base settings, and the monitored queues. Triggers: set up Omni Supervisor, configure the classic Supervisor Command Center.
- Service Omni Supervisor Permset AssignSalesforceOfficialUse to assign the Salesforce-shipped standard ContactCenterSupervisor PermissionSet (default) to N existing supervisor users via PermissionSetAssignment DML. Idempotent — SOQL detects existing (user, perm-set) pairs before POST, and DUPLICATE_VALUE is treated as reused.
- Service Omni Supervisor Surface DeploySalesforceOfficialUse to populate the Omni-Channel Supervisor action + tab surface on an existing OmniSupervisorConfig by inserting the standard OmniSupervisorConfigAction and OmniSupervisorConfigTab companion rows via the Data API, idempotent (inserts only the missing types). Requires an OmniSupervisorConfig from service-omni-supervisor-config-deploy.
- Service Omni Supervisor Users CreateSalesforceOfficialUse to create N Omni-Channel supervisor users on a Salesforce org via Anonymous Apex, using the supervisor{i}.<suffix>@example.com pattern with SOQL-based idempotency (re-runs skip existing usernames). Passwords are set via System.setPassword and handled fail-closed: the wrapper proves no active debug TraceFlag before setting a password, and otherwise leaves the user ACTIVE and reset_required.
- Service Omni Work Skill Routing ConfigureSalesforceOfficialUse to author an Omni WorkSkillRouting rule (field-based skill criteria): map a related-entity field value to a required Omni Skill (e.g. add the Voice skill when Case.Origin = Phone), deployed as one WorkSkillRouting record via the Metadata API. Idempotent via the Metadata API files[].state signal; one rule per related entity.
- Tableau Next Asset CreateSalesforceOfficialBuild and edit Tableau Next semantic models (SDMs), vizzes, and dashboards via MCP. TRIGGER when: building a semantic model or dashboard from CSV/Excel files; ingesting a flat file/database into DLO/DMO; profiling a dataset (grain, measures, dimensions; large/wide files via `infer_object_schema`); adding a dimension, measure, AI-ready metric, join, or logical view; running a semantic query…
- Using Salesforce ArchiveSalesforceOfficialALWAYS 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.
- Iterate PrSentryOfficialIterate on a PR until actionable CI passes and high/medium review feedback is addressed. Use for PR CI failures, review feedback, or green-check loops; do not wait for human approval, draft status, or merge gates.
- Launch Your AgentAnthropicOfficialHelp a technical founder build whatever they want on Claude Managed Agents — an internal worker, a piece of their product, a customer-facing agent. Find out what they want to build, scope a v0, launch it in their account, grade it, iterate, and (if it should run on a clock) put it on a scheduled deployment, with everything bigger laid out as v1/v2.