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Found 21 Skills
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 action/tab surface, and — for Case and VoiceCall — the record-triggered routing flow. Supports Case, Incident, MessagingSession, and VoiceCall targets; reuses existing records and creates what is missing. Opt-in extras: presence user config, Omni sidebar, skills-based routing, and field-based WorkSkillRouting; also reports (read-only) whether the org is on the classic supervisor surface or Command Center V2. Triggers: set up Omni-Channel, configure Omni routing, provision Omni agents or supervisors, configure Case/Incident/Messaging/Voice routing. Do not use for Agentforce agents or bots, a single existing Omni field change, bare metadata deployment (use platform-metadata-deploy), or to enable Command Center V2 (not writable via the Metadata API).
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 Agent routing. Generates MessagingChannel metadata, deploys it to the target org, and activates the channel with User Verification, pre-chat forms, automated responses, consent settings, and all customizable channel options via Metadata API. TRIGGER when the user mentions messaging channel, MIAW, enhanced chat, in-app messaging, web messaging setup, or references a .messagingChannel-meta.xml file. DO NOT TRIGGER when the user is configuring legacy Live Agent chat, Embedded Service deployments without messaging, or standard Omni-Channel routing rules without a messaging channel.
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 fail-closed: the wrapper proves no active debug TraceFlag before setting a password, and otherwise leaves the user ACTIVE and reset_required. Triggers: create supervisor users, provision supervisor accounts, scaffold supervisor personas. Do not use on production customer orgs (blocked by the safe_to_write guard), to bind supervisors to OmniSupervisorConfig (service-omni-supervisor-config-deploy), or to assign the ContactCenterSupervisor permission set (service-omni-supervisor-permset-assign).
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). Requires an OmniSupervisorConfig from service-omni-supervisor-config-deploy. Triggers: give the supervisor the standard action buttons and tabs, add Wallboard/Agents/Queues tabs to Omni Supervisor, configure supervisor actions like Change Queues/Skills. Do not use to create the supervisor configuration itself, create supervisor users, assign the supervisor permission set, or add custom-action / FlexiPage / AWS-dashboard / AI-agent surfaces (those need an external reference and must be set up in Setup).
Configure routing on a newly-inserted Enhanced `MessagingChannel` so that activation will accept it. Given a `{CHANNEL_ID}`, walks the user through picking a routing type (Omni-Channel Queue, Omni-Flow, Agentforce Service Agent, Digital Worker, or direct User), locates or provisions the routing target, then PATCHes the channel's `SessionHandlerId` (plus `FallbackQueueId` where required) to it. Use between the insertion skill and the activation skill — activation fails server-side with `nullQueueId` / `LiveMessageSetupException` if no valid `SessionHandlerId` is set on the channel.
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 bindings are created. Works on Service Cloud orgs without requiring Field Service. Triggers: set up skills-based routing agents, assign Omni skills to agents, make agents skill-routable, create an Omni skill and bind users, repair missing agent skill assignments. Do not use to author WorkSkillRouting rules, create agent users, or configure queues.
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 users, Omni base settings, and the monitored queues. Triggers: set up Omni Supervisor, configure the classic Supervisor Command Center. Do not use to create supervisor users, assign the ContactCenterSupervisor permission set, or deploy queues, service channels, or presence statuses.
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, Messaging, or Voice, or add the standard Busy status. DO NOT TRIGGER for custom status designs, unsupported objects, or PresenceUserConfig capacity.
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 variants. --trigger deploys a record-triggered variant; --routing-type SkillsBased evaluates WorkSkillRouting rules with a non-null skillOption; --runtime-proof checks routing evidence and, for SkillsBased, SkillRequirement rows. Triggers: deploy Omni routing flow for Case, deploy Omni routing flow for VoiceCall, wire VoiceCall routing, create a record-triggered Omni routing flow, verify a Case routing flow, deploy skills-based routing flow. Do not use for screen flows, platform-event-triggered flows, or Flow Tests.
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 Omni widget. DO NOT TRIGGER for arbitrary permission-set authoring, agent creation, or queue membership.
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 TRIGGER for queue membership, permission-set assignment, or supervisor-user creation.
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 only when a toggle is false or missing) and guards writes with a sandbox/CDO/trial/DE safe_to_write check. It always surfaces the UI-only login-behavior gap in its report. Triggers: enable Omni-Channel, turn on Omni base settings, configure OmniChannelSettings, deploy Settings:OmniChannel. Do not use to configure downstream Omni entities (queues, presence, permissions — use the entity-specific skill) or to deploy other Settings types (use platform-metadata-deploy).