All Agent Skills
41,263 results
- Service Itsm Incident Priority ConfigureSalesforceOfficialConfigures 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.
- Service Itsm Slack Itservice ConfigureSalesforceOfficialConfigure the "Set Up Self Service for Employees on Slack" / "Slack for Employee Service" checklist for Employee Service (ITSM) on Slack — the employee side, covering the Slack for Employee Service org preference, Employee Slack Notifications permission-set assignment, employee portal (Digital Experience site) enablement/selection, and connecting Slack to a Preferred Digital Experience Site.
- Service Itsm Swarming ConfigureSalesforceOfficialEnable Swarming for Employee Service (ITSM) in Salesforce — the Salesforce Go feature service-cloud-swarming that lets IT Desk agents pull in subject-matter experts to collaboratively resolve incidents in real time.
- Service Itsm Teams ConfigureSalesforceOfficialEnable Microsoft Teams for Employee Service (ITSM) in Salesforce — the Salesforce Go feature service-cloud-itsm-teams-integration gating Teams-based IT Desk and IT Service collaboration. Use this for: 'enable Teams for employee service', 'turn on ITSM Teams integration', 'enable Microsoft Teams for IT Service', 'set up Salesforce IT Desk Teams app', 'enable ITSMTeamsEnabled', 'why can't I enable…
- Service Itsm Teams CoordinateSalesforceOfficialEnd-to-end autopilot orchestrator for setting up Microsoft Teams integration in Salesforce Service Cloud ITSM — runs the whole flow (enable the Teams for Employee Service Go feature, register the Microsoft Entra app, populate Named Credentials, configure the IT Desk and IT Service checklists, turn on Swarming, and optionally embed the Agentforce agent) in one continuous pass, stopping only at…
- Service Itsm Teams DebugSalesforceOfficialDebug and diagnose Microsoft Teams for Employee Service (ITSM) configuration failures — run a pass/fail validation checklist against the org and report exact remediation. Use this for: 'IT Desk login not working in Teams', 'UEL/CCP user can't log in to IT Service', 'Teams feature not showing / not enabled', 'CI Hub / Service Catalog / My Assets tab not loading', 'Teams Agentforce agent not…
- 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 Native Voice Recording Transcription ConfigureSalesforceOfficialConfigure (enable OR disable) call recording and call transcription for Native Voice (Thunderbird Voice) programmatically via the Metadata API, for headless / API-driven support where no human uses the Service Console UI. Either preference can be turned on or off independently.
- Service Omni Agent Users CreateSalesforceOfficialCreate reusable agent users for Omni-Channel setup and routing validation. TRIGGER when users ask to create Omni agents, provision Omni test users, seed sandbox users for routing, create Omni-Channel routing agents, or repair missing demo agents. DO NOT TRIGGER for queue membership, permission-set assignment, or supervisor-user creation.
- 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 Attribute Routing ConfigureSalesforceOfficialUse to manage Omni-Channel attribute-based routing rules through the Tooling API. TRIGGER when: list attribute-routing rules, inspect a WorkSkillRouting rule, create an inactive routing rule, add a field-to-skill mapping, activate a complete routing rule, deactivate a routing rule, or delete a routing rule or attribute. Do not use to create agent skills or routing flows.
- 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 Inventory AnalyzeSalesforceOfficialUse to inventory configured Omni-Channel instances across Voice, Email, Chat, SMS, Facebook, WhatsApp, and In-App, including each channel's Queue, Flow, or Other routing target, without changing the org. TRIGGER when: list Omni channels, inventory Omni routing, inspect channel routing targets, analyze Omni-Channel setup, or find configured service channels.
- Service Omni Channel Limits AnalyzeSalesforceOfficialUse to report Omni-Channel Pending Service Routing usage without changing the org: query the current PendingServiceRouting count, compare it with an admin-supplied maximum or a labeled routing-model reference default, and explain which live values are unavailable through supported APIs.
- 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 Permission Set AssignSalesforceOfficialAssign the required Omni permission sets to provisioned agent users. TRIGGER when users ask to assign Omni permissions to agents, grant Omni-Channel access, add Omni_Agent permissions, repair missing Omni permission assignments, or prepare agents to use the Omni widget. DO NOT TRIGGER for arbitrary permission-set authoring, agent creation, or queue membership.
- 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.