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수집된 skill 268개 중 40개를 표시합니다.
Use this skill to set up, create, or generate an academic calendar for Education Cloud orgs. Creates Academic Year, Academic Terms (semester/quarter/trimester), Academic Sessions, registration windows, and add/drop deadlines from natural language or…
원문 언어: 영어
Use this skill to migrate course catalog data from external sources (CSV, PDF, website) and bulk-create Learning and LearningCourse records in Education Cloud. Triggers when a user wants to import courses, parse course catalog documents, or set up a course…
원문 언어: 영어
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…
원문 언어: 영어
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…
원문 언어: 영어
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…
원문 언어: 영어
Use this when someone says I don't know where to start or help me get going, asks where am I? in the six-stage journey, requests on-demand org feature detection for Data 360, OmniStudio, or DevOps Center, or asks what could help me do X / which plugin would…
원문 언어: 영어
Create 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…
원문 언어: 영어
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…
원문 언어: 영어
Use 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,…
원문 언어: 영어
Use 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…
원문 언어: 영어
Use 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…
원문 언어: 영어
Use 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…
원문 언어: 영어
Use 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…
원문 언어: 영어
Use 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…
원문 언어: 영어
Use 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…
원문 언어: 영어
Assign 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…
원문 언어: 영어
Create 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,…
원문 언어: 영어
Use 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…
원문 언어: 영어
Use 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…
원문 언어: 영어
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…
원문 언어: 영어
Use 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,…
원문 언어: 영어
Use to deploy an Omni-Channel routing Flow for Case or VoiceCall and verify it routes work items to a queue or by skill. Supports the Case and VoiceCall steel thread with an autolaunched dryRun-gated variant and record-triggered QueueBased and SkillsBased…
원문 언어: 영어
Use 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…
원문 언어: 영어
Use to enable or verify the Omni-Channel sidebar on a Lightning console app. Triggers: enable the Omni sidebar, pin Omni-Channel in a console app, configure the Omni sidebar, turn on the Omni-Channel utility region, verify the pinned Omni widget. Do not use…
원문 언어: 영어
Use 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…
원문 언어: 영어
Use 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…
원문 언어: 영어
Use 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…
원문 언어: 영어
Use 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).…
원문 언어: 영어
Use 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…
원문 언어: 영어
Use 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…
원문 언어: 영어
Declared architecture snapshot for one Agentforce agent: planner, topics, actions, flows, Apex, prompt templates, and NGA plugins. Renders a human-readable architecture document and Mermaid invocation graph from design-time metadata (not runtime audit rows).…
원문 언어: 영어
Data Cloud 360° view of a single Agentforce session. TRIGGER when user asks to trace, inspect, summarize, or describe a specific Agentforce session by session id (Agent Session UUID `019d…` or MessagingSession id `0Mw…`). Also triggers on session discovery —…
원문 언어: 영어
Build, modify, audit, repair, optimize, debug, and deploy agents with Agentforce Agent Script. TRIGGER when: user creates, reviews, or changes .agent files or aiAuthoringBundle metadata; asks to fix AgentScript, audit an existing agent, run an AgentScript…
원문 언어: 영어
Apply a Salesforce sandbox post-copy automation JSON config against a target org. For each entry, the skill derives the correct Tooling API sobject from the entry's `ConfigurationName`, verifies the derivation via a describe probe, resolves the record Id via…
원문 언어: 영어
Use to build a Wave Recipe, deploy a CRM Analytics dataset or dashboard, or author the full CRMA asset stack — apps, Wave Recipes (.wdpr), datasets, and dashboards — against a connected Salesforce org via REST and Metadata APIs, without CRM Analytics Studio…
원문 언어: 영어
Orchestrator for Incident Management setup in Service Cloud ITSM: presents the features, tracks progress, and configures each — SLA & Milestones, Priority Matrix, Incident preferences, Major Incident Management, Incident persona PSG assignment, Service…
원문 언어: 영어
End-to-end Incident SLA setup for Service Cloud ITSM — the policy's Business Hours (reuse a named schedule, or create one from described hours or a time zone), MilestoneTypes, an Incident-scoped SLA Policy (SlaProcess), Milestones with criteria, and the…
원문 언어: 영어
Check when Salesforce orgs expire (or already expired) and what to do about it, for one org, the default org, or across all authenticated orgs, using the Salesforce CLI (sf). Use when the user asks about org or trial expiration, "when does my trial expire",…
원문 언어: 영어
Use to EXECUTE Salesforce org operations immediately via the sf CLI (this skill runs them, it does NOT generate scripts): create scratch orgs (from edition, definition file, snapshot, or org shape), list/display/resume/delete scratch orgs, open orgs in…
원문 언어: 영어
Salesforce debug log analysis and troubleshooting with 100-point scoring. TRIGGER when: user analyzes debug logs, hits governor limits, reads stack traces, or touches .log files from Salesforce orgs. DO NOT TRIGGER when: running Apex tests (use…
원문 언어: 영어
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