Skip to main content

service-omni-agent-work-sharing-configure

Use 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.

Aller à l'installation

Informations de source

Dépôt
forcedotcom/sf-skills
Dernière activité de la source
4 septembre 2026 à 15:57
Langue détectée de SKILL.md
anglais
Étoiles
994
Forks
337

Options d'installation

Le prompt qui vérifie d'abord la source est sélectionné par défaut. Vous pouvez passer à une commande directe ou télécharger une copie locale.

Vérifiez les fichiers source

Lisez SKILL.md et les fichiers associés affichés par SkillsMP avant de décider de l'installer.

Explorateur de fichiers
5 fichiers

Affichage de SKILL.md

SKILL.md
Instructions source · Aperçu en lecture seule
name
service-omni-agent-work-sharing-configure
description
Use 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.
allowed-tools
Bash Read Write Edit Glob Grep
metadata
{"version":"0.1","minApiVersion":"66.0","relatedSkills":["service-omni-supervisor-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-agent-work-sharing-configure Detect and optionally configure the standard `AgentWork` object's internal organization-wide default. The supported headless contract is `CustomObject:AgentWork` metadata: retrieve the current metadata, preserve `externalSharingModel`, deploy internal `sharingModel=Read`, and retrieve it again for proof. This setting grants read visibility broadly to internal users who already have object access. It is not a substitute for an `OmniSupervisorConfig`: that configuration filters which reps, queues, skills, actions, and tabs a supervisor sees, but does not grant record access. ## Inputs ```bash bash scripts/configure-and-report.sh <org-alias> --plan bash scripts/configure-and-report.sh <org-alias> --confirm-org-wide-visibility ``` - `org-alias` is required and must already be authenticated with `sf`. - `--plan` retrieves and reports the current and desired models without deploying. - `--confirm-org-wide-visibility` is required only when a run must change `Private` to `Read`. Omitting it blocks before deployment. ## Safety contract - A run refuses production customer orgs. Plan mode remains read-only. - `externalSharingModel` is preserved exactly. - `Read` and `ReadWrite` already provide internal read visibility and are reused. The skill never narrows `ReadWrite` to `Read`. - The only supported mutation is `Private` to `Read`; the skill never grants internal edit access. - Failed classification, retrieve, deploy, or read-back blocks. It never reports success from an inconclusive response. - Use a dedicated sandbox or test org because changing an OWD can initiate sharing recalculation. ## Workflow 1. Classify the target org and enforce the production-write guard. 2. Retrieve `CustomObject:AgentWork` through Metadata API. 3. Read internal and external sharing models. 4. Reuse `Read` or `ReadWrite` with no deploy. 5. In plan mode, report the proposed `Private` to `Read` change and exit yellow. 6. In run mode, require explicit blast-radius confirmation. 7. Deploy only the standard-object metadata containing preserved external sharing and internal `Read`. 8. Retrieve again and require internal `Read` plus the unchanged external model. ## Output A single JSON object containing `status`, `previous_sharing_model`, `sharing_model`, `external_sharing_model`, `changed`, `dry_run`, `deploy_id`, and `blocking_issue`. - `configured`: a confirmed `Private` to `Read` deployment succeeded and read-back matched. - `reused`: current `Read` or `ReadWrite` already provides visibility. - `action_needed`: plan mode found `Private`; no write occurred. - `blocked`: a safety guard or supported-API verification failed. ## Limitations - This skill changes visibility, not supervisor scope. Use the supervisor configuration skill for filtering. - It does not create sharing rules or per-record `AgentWorkShare` rows. - It cannot prove a particular supervisor's complete UI access; validate the end-to-end Command Center journey with the intended supervisor user after configuration. ## References | File | When to read | |---|---| | `references/api-notes.md` | Before approving the org-wide change or diagnosing a retrieve/deploy failure |
Voir sur GitHub