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Use this skill to deploy the TPM Liability Accruals data kit end to end to a Salesforce org. Invoke when a customer or teammate wants to install the accrual engine, verify the Data Cloud connection, deploy the Data Kit components, and schedule the export and…
Quellsprache: Englisch
Configure a Trade Promotion Management (TPM) org's RTR (Real Time Reporting) export pipeline to push promotion measures into Data Cloud (Data 360) for Trade Promotion Effectiveness (TPE) dashboards. Use when a customer or admin wants to set up the RTR export…
Quellsprache: Englisch
Use this skill to set up Salesforce Consumer Goods (CG) Cloud Mobile Sync end-to-end for the Sync Management App managed package — it runs all three acts in order (Act 1 Setup Sync, Act 2 Assign Users, Act 3 Plan & Verify), not just installing the baseline,…
Quellsprache: Englisch
End-to-end headless setup of Trade Promotion Effectiveness (TPE) dashboards for a Trade Promotion Management (TPM) Cloud org, covering tenant pairing checks, permission sets, SSOT and Tableau Next enablement, C360 SDM verification, the TPM Accruals data kit…
Quellsprache: Englisch
Customize the Trade Promotion Effectiveness (TPE) Analytics dashboards' generic KPI slots (Promotion Measure 1-3, Tactic Measure 1-2) with customer-chosen KPI measure codes and display names, without touching the shipped base model. Use when a customer/admin…
Quellsprache: Englisch
Deploy the TPM Accruals Data Kit components specifically required for Trade Promotion Effectiveness (TPE) dashboards. Use when a customer or admin wants to install or deploy the TPM data kit for TPE dashboards, or as a delegated step from…
Quellsprache: Englisch
Scaffold a new Salesforce DX project of any template — standard, empty, analytics, agent, or a React/Angular UI-bundle app — and set it up end-to-end: relocate the session, connect an org, set the default, enable source tracking. Use when the user asks to…
Quellsprache: Englisch
Execute the destructiveChanges.xml delete-and-deploy workflow against a Salesforce org. TRIGGER when the user asks to delete/remove a custom object, field, Apex class, flow, or any metadata component FROM an org, or to perform a 'destructive deploy' / removal…
Quellsprache: Englisch
Validate and configure the local Salesforce development environment. Runs a prerequisite scan across required tools with per-tool status and offers to install or update missing items. Use when the user asks to 'check my setup', 'validate tools', 'verify…
Quellsprache: Englisch
Read org state and change Setup through the Headless 360 (H360) MCP tools discover, describe, dispatch_readonly, and dispatch. Use when H360 tools are present and the answer is org state no skill or sf command reads: Setup settings, feature or license access,…
Quellsprache: Englisch
Use to generate a package.xml (and optionally destructiveChanges.xml / Pre / Post) from a source dir, a component list, or org introspection. Trigger on 'generate a package.xml from this folder', 'create a manifest for these classes', 'I need a deploy…
Quellsprache: Englisch
Use before creating, changing, or writing code against Salesforce metadata, to find out what already exists in the org with the right tool. Routes each question to metadata grounding, scoped SOQL with sf data query, sf sobject list or describe, sf org list…
Quellsprache: Englisch
Find metadata that already exists in a Salesforce org by meaning, when you do not know its exact API name. Use to find objects, fields, flows, Apex classes, picklist values, permission sets, validation rules, record types, and sharing rules by what they store…
Quellsprache: Englisch
Grant a user the runtime permissions an activated ITSM agent's actions need so the actions do not fail on permission errors. After a Fulfiller or Employee agent is activated, this skill detects which platform feature permission sets are provisioned (Prompt…
Quellsprache: Englisch
Orchestrator 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…
Quellsprache: Englisch
Enable 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…
Quellsprache: Englisch
Validate 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…
Quellsprache: Englisch
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…
Quellsprache: Englisch
Create 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…
Quellsprache: Englisch
Resolve 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…
Quellsprache: Englisch
Enable Dev Hub on a Salesforce org, view its status and scratch org allocation, or read its current DevHubSettings preferences, using the Salesforce CLI (sf). Use when someone wants to turn on or enable Dev Hub, set up an org for scratch orgs or 2GP/unlocked…
Quellsprache: Englisch
Use this skill to configure Education Cloud domains (Student Success, Recruitment & Admissions, Academic Operations, Alumni Relations, Student Management, or Mentoring) through conversational setup. Triggers when a user wants to enable or configure Education…
Quellsprache: Englisch
Use this skill when a Salesforce Administrator needs to create OR maintain an institutional hierarchy for Education Cloud by parsing organizational structure from a PDF, URL, text, or CSV. On a first run it creates System, Campus, College, and Department…
Quellsprache: Englisch
Use this skill to set up and configure the Education Cloud Student Recruitment Agent (SRA) — the packaged Agentforce agent (namespace sturecruitment) that answers admissions FAQs, captures inquiries, registers campus tours, and files applications for…
Quellsprache: Englisch
Primary Apex authoring skill for class generation, refactoring, and review. ALWAYS ACTIVATE when the user mentions Apex, .cls, triggers, or asks to create/refactor a class (service, selector, domain, batch, queueable, schedulable, invocable, DTO, utility,…
Quellsprache: Englisch
Use to generate and validate Apex test classes with TestDataFactory patterns, bulk testing (251+ records), mocking, assertions, and disciplined test-fix loops. Use when creating Apex test classes (for triggers, services, controllers, batch jobs, queueables,…
Quellsprache: Englisch
Use 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…
Quellsprache: Englisch
Configures 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…
Quellsprache: Englisch
Use this skill when users want to execute this workflow when a user wants to test how a different LLM model would handle existing Agentforce agent conversations. Trigger when users mention agentforce, offline, experimentation.
Quellsprache: Englisch
Lifecycle Center for DX Inspector and Builder Central. Use this skill first for four jobs: (A) list the orgs connected to DX Inspector; (B) connect a new org (sandbox or scratch, production, OrgFarm) as a deploy target; (C) connect or check the Lifecycle…
Quellsprache: Englisch
Use this skill when users want to finalize the irreversible, one-way Move-to-2GP cutover for a converted 1GP managed package — afterward, new major/minor 1GP versions can NEVER be created. Also use when an ISV admin asks to move a 1GP package to 2GP…
Quellsprache: Englisch
Drafts a schema-valid Salesforce DX scratch-def from natural language. Preview first (confirmation card, do not write). A later edit — including a write that also changes the draft — is another preview. Write only on consent that this draft is unchanged:…
Quellsprache: Englisch
Use this skill to run a visual-craft audit of a rendered UI and produce an evidence-grounded Craft Report across Useful, Usable, Reliable, Coherent, and Well-Crafted. Invoke it for craft audits, visual critiques, design comparisons, felt-quality reviews, or…
Quellsprache: Englisch
Searches for and retrieves existing content and media (articles, blogs, news, FAQs, events, products, images, logos, icons, photos, graphics, banners, hero images, audio clips, videos, documents) from Salesforce CMS or other connected sources. Use this skill…
Quellsprache: Englisch
Fully automated migration of Field Service Mobile flows (processType='FieldServiceMobile') to DataCaptureFlow. Retrieves flow XML from the org, runs a transformer script to restructure the execution graph and convert all field types, deploys the migrated flow…
Quellsprache: Englisch
Data Mask end-to-end operation on a sandbox: configure a masking policy over PII, run the masking job, poll it to completion, report masked-record results, and abort an in-progress run. Use when the user needs to run, monitor, or cancel a Salesforce Data Mask…
Quellsprache: Englisch
THE skill for granting Data Cloud data-space access and the PERMISSION-SET / RBAC way of granting object access. Grants data-space-level access via MDAPI PermissionSet XML with dataspaceScopes, grants object-level access to DMO/DLO/CIO objects via the Object…
Quellsprache: Englisch
THE skill for creating a Data Cloud / Data Governance access policy — authors and deploys a PolicyRuleDefinitionSet + PolicyRuleDefinition pair (CRUD) covering OLS, FLS, RLS, masking/transform, and tag/classification-based access for the DATACLOUD or ALL…
Quellsprache: Englisch
MUST activate when the project contains a uiBundles/*/src/ directory (React or Angular) and the user wants to add a pre-built feature — such as authentication (login, logout, protected routes, session management) or search (global search across pages and…
Quellsprache: Englisch
Configure Multi-Factor Authentication (MFA) for Salesforce Experience Site users. TRIGGER when: user wants to enable MFA on a community, enforce two-factor authentication for portal users, add MFA to a React Experience Site / Web App, configure ForceTwoFactor…
Quellsprache: Englisch
README-Quelldatei: README.md
README-Quelldatei lesen