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service-omni-queue-members-assign

Use 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. Triggers: add agents to a Case/Voice queue, assign agent users to a queue, populate queue membership for Omni routing. Do not use to create the queue (service-omni-queue-deploy), to create the agent users (service-omni-agent-users-create), or to assign permission sets (service-omni-permission-set-assign).

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Repository
forcedotcom/sf-skills
Letzte Quellaktivität
4. September 2026 um 15:57
Erkannte Sprache von SKILL.md
Englisch
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342

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SKILL.md
Quellanweisungen · Schreibgeschützte Vorschau
name
service-omni-queue-members-assign
description
Use 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. Triggers: add agents to a Case/Voice queue, assign agent users to a queue, populate queue membership for Omni routing. Do not use to create the queue (service-omni-queue-deploy), to create the agent users (service-omni-agent-users-create), or to assign permission sets (service-omni-permission-set-assign).
allowed-tools
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metadata
{"version":"1.0","domains":["Service"],"minApiVersion":"66.0","relatedSkills":["service-omni-agent-users-create","service-omni-permission-set-assign","service-omni-queue-deploy","service-omni-queue-routing-config-deploy"],"accessCheck":[{"type":"license","value":"ServiceCloud"}],"cliTools":[{"tool":"[Truncated]","semver":">=1.6"},{"tool":"[Truncated]","semver":">=3.8"},{"tool":"[Truncated]","semver":">=2.139.6"}]}
# service-omni-queue-members-assign Bind N agent users into a Salesforce Queue via `GroupMember` Data API POSTs. Without queue membership, Omni-Channel routing sees an empty pool for the queue and never assigns work. Detection is SOQL-based (the same detect-then-POST shape as `service-omni-queue-routing-config-deploy`), so only missing memberships are created and the skill is safe to re-run. Agent users come from `service-omni-agent-users-create`, the queue from `service-omni-queue-deploy`, and the users' Omni permissions from `service-omni-permission-set-assign`. ## Inputs ```bash bash scripts/verify-and-bind.sh <org-alias> [queue-developer-name=CaseQueue] [count=3] [explicit-members-csv] # demo agents (default): bash scripts/verify-and-bind.sh myorg CaseQueue 3 # real agents by username/id: bash scripts/verify-and-bind.sh myorg VoiceQueue "" "jdoe@acme.com,005XX000001abcd" ``` - `org-alias` (required). - `queue-developer-name` (optional, default `CaseQueue`). - `count` (optional, default `3`, range `1..10`) — must match the agent user count; ignored in explicit mode. - `explicit-members-csv` (optional 4th positional, or `MEMBER_USERNAMES_CSV` / `MEMBER_USER_IDS_CSV`) — each token is a Username or a 15/18-char User Id; the count is derived from the list. ## Preconditions and safety - Target org authenticated via `sf` CLI (My Domain URL), Service Cloud license, `sf` CLI ≥ 2.139.6. - The executing user has `PermissionsModifyAllData` (standard on System Administrator). - The agent users exist (`service-omni-agent-users-create`) and the queue exists (`service-omni-queue-deploy`); a missing user set or queue blocks with a pointer to the right skill (queues cannot be created via the Data API). - The three-way `safe_to_write` production guard applies — adding users to a production queue mis-routes real customer work, so it blocks with no override. ## Run `verify-and-bind.sh` runs the whole cycle: 1. Compute `safe_to_write`; derive the 8-char org suffix. 2. Resolve the queue `Group.Id` by DeveloperName + `Type='Queue'`; block if missing. 3. Resolve the member set — generated mode queries `User` for `agent{1..N}.<suffix>@example.com` (block if any expected user is missing); explicit mode resolves each supplied token and requires every one to be an ACTIVE user. 4. Query existing `GroupMember` for the queue; compute the users not yet bound. 5. POST one `GroupMember` per missing user (individual POSTs, no `allOrNone`). 6. Re-query to confirm final membership and emit the report. ## Behavior **Two member sources, never mixed.** The default generated pattern keeps the user-create → member-assign handoff deterministic; explicit mode is opt-in for real agents and takes over count derivation. In explicit mode, a token that does not resolve to an active user blocks the run — binding a typo'd or inactive user would silently under-populate the queue. **Idempotency and honesty.** POSTs are individual so one failed binding (e.g. a race with another admin) never rolls back its successful siblings, and the skill re-queries after all POSTs — a 201 only means the write was accepted; a subsequent SOQL confirms the row is visible to the routing engine. The `before` snapshot includes members already present, even non-demo users added out-of-band, so the coordinator can see full membership state. **Non-destructive.** Create-only; it never removes or reassigns existing members. ## Output contract A single JSON object with `status` ∈ `bound` | `reused` | `partial` | `blocked`, the resolved `queue`, `org_suffix`, `member_source` (`generated_pattern` | `explicit`), `requested_count`, a `before` snapshot, `bound_this_run`/`bound_count`, `reused_count`, an `after` snapshot, `manual_actions`, and `blocking_issue`. - `bound` — at least one new member created; final state matches the expected count. - `reused` — all expected users were already members; nothing POSTed. - `partial` — some POSTs failed; the re-query shows fewer members than requested (details in `blocking_issue`). - `blocked` — precondition failed (production org, missing queue, missing users, missing permissions). `bound_count + reused_count == requested_count` unless `partial`; `blocking_issue` is non-null only for `blocked`/`partial`. ## Limitations - Generated and explicit modes are mutually exclusive per run. - Create-only; removing or reassigning members is out of scope. - Does not create the queue or the users, and does not assign permission sets or presence configs. ## References | File | When to read | |---|---| | `references/api-notes.md` | Before the detect/bind cycle — GroupMember schema, the queue-vs-public-group distinction, why `UserOrGroupId` is polymorphic, and common POST failures | | `scripts/tests/test_queue_members_contracts.py` | When validating changes — run `python3 scripts/tests/test_queue_members_contracts.py` from this skill directory |
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