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Mostrando 40 de 290 skills coletadas.
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…
Idioma do texto original: inglês
Use this skill to plan, schedule, and monitor Salesforce package push upgrades from a Dev Hub. Finds subscriber orgs via the PackageSubscriber object, resolves and validates the target package version, builds a best-practice batched schedule (pilot sandboxes,…
Idioma do texto original: inglês
Use this skill to automate managed package post-install configuration. Package-agnostic — works with any managed package (LMA, FMA, work.com, Certinia, etc.). TRIGGER when: user installs a managed package and needs post-install configuration, mentions…
Idioma do texto original: inglês
Scaffold a Salesforce DX project from any template (standard, agent, analytics, React/Angular/Vue app), move the session in, connect an org, enable source tracking. Use to create a Salesforce/SFDX project. DO NOT TRIGGER for: existing UI-bundle apps…
Idioma do texto original: inglês
Use this skill to upgrade Einstein Bots into Agentforce agents end-to-end in a single pass, orchestrating per-bot Agent Spec generation, agentforce-generate authoring, and post-conversion .agent enhancements. TRIGGER when: user asks to migrate, upgrade, or…
Idioma do texto original: inglês
Salesforce CMS ContentTypeBundle creation skill. Use this skill ANY TIME a user request involves creating a ContentTypeBundle, and activate FIRST when CMS ContentTypeBundle creation is mentioned. Discovers existing types via metadata-grounding and produces a…
Idioma do texto original: inglês
Use when users create, generate, or validate Salesforce Custom Field metadata. Trigger on custom fields, field types, Roll-Up Summary, Master-Detail/Lookup relationships, formula fields, picklists, dependent (controlling) picklists, referencing a value set…
Idioma do texto original: inglês
Use to create, generate, or validate Salesforce Custom Metadata Type metadata — the __mdt object, fields, and deployable records. Trigger on custom metadata types, CMDT, __mdt objects, .md-meta.xml files, or cross-org reference/config data; also…
Idioma do texto original: inglês
Use to create, generate, or validate Salesforce Custom Setting metadata. Trigger on custom settings (hierarchy/list), customSettingsType, SetupOwnerId, per-profile/per-user config overrides, feature flags/toggles, kill switches, or admin on/off switches (e.g.…
Idioma do texto original: inglês
Use when users create, generate, modify, or validate Salesforce Lightning pages (FlexiPages). Trigger on RecordPage, AppPage, HomePage, Lightning pages, adding components to a page, page customization (e.g. 'customize the record page'), or .flexipage-meta.xml…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
Orchestrates end-to-end headless setup of Agentforce Contact Center (AFCC) on a Salesforce org. Scans the org first, presents a delta plan for approval, then sequentially provisions demo users, Omni-Channel base settings, a human queue with routing config and…
Idioma do texto original: inglês
Onboard a customer org and evaluate or improve Agentforce HyperClassifier routing descriptions against labeled utterances. TRIGGER for classifier evaluation, expected-versus-actual routing reports, repeated regressions, or description optimization with…
Idioma do texto original: inglês
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.
Idioma do texto original: inglês
Stand up the commerce-b2b-headless reference React storefront in a Salesforce B2B Commerce org, end to end — discover the org's WebStores, pick one, fill the four org-specific values (WebStore Id, BuyerGroup Id, buyer permission set group, Vite org alias),…
Idioma do texto original: inglês
Lifecycle Center for DX Inspector and Builder Central. 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 Center org, also written…
Idioma do texto original: inglês
Use this skill when users want to convert a managed-released 1GP package to a 2GP package with `sf package convert`, verify the converted package version and its code coverage, and optionally promote it to released. TRIGGER when: the user asks to convert a…
Idioma do texto original: inglês
System-of-record for the public Lightning Instrumentation Headless Connect REST API route that retrieves Agentforce Vibes (AFV) metrics, analytics, data, and adoption/usage insights, including token/LOC, weekly active-user, and per-user activity. Supports…
Idioma do texto original: inglês
Package and deliver an existing Salesforce hosted MCP server/App MCP for an Experience Site as an MCP configuration file or a Claude plugin repository. Discover the serving URL and External Client Application client ID, generate client configuration,…
Idioma do texto original: inglês
Create, extend, deploy, review readiness for, or activate an App MCP, a Salesforce custom hosted MCP server for an Aura Experience Site. Trigger when the user wants to expose an Experience UI or backend action to agents, create local ECA and server metadata,…
Idioma do texto original: inglês
Configure Nonprofit Cloud Fundraising on an org headlessly — assign permission sets/groups org-wide, enable Fundraising, create a default Gift Designation, configure gift/recurring-donation-failure settings and feature toggles, and offer optional enhanced…
Idioma do texto original: inglês
Grant a permission set Data Cloud access two ways: (1) data-space (dataspace) access via dataspaceScopes in PermissionSet XML (MDAPI) — create, change, or remove it; (2) object-level access to a DMO/DLO/CIO object (e.g. Account__dlm) via the Object Access…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
Use this skill when users want to set up and manage Service Cloud Voice (Native CCaaS / Thunderbird) Emergency Calling (E911). Trigger when users mention e911.
Idioma do texto original: inglês
Orchestrator for Incident Management setup in Service Cloud ITSM: presents the features with live org status, and configures each — Incident preferences, Incident persona PSG assignment, Priority Matrix, SLA & Milestones, Incident dashboards,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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