Loading...
Loading...
Found 81 Skills
Use this skill whenever users want to build, inspect, debug, automate, or publish workflows in Agentforce Grid (AI Workbench) using Salesforce plus the Grid MCP or direct Grid REST calls. Trigger it for Grid workbook creation, worksheet setup, Object/Reference/AI/Agent/AgentTest/Evaluation/PromptTemplate/InvocableAction column design, prompt drafting inside Grid, worksheet execution troubleshooting, Grid YAML `apply_grid` specs, and Windows-specific Grid setup issues. Also use it when users mention AI Workbench, Grid Studio, workbook IDs, worksheet IDs, Grid Connect, or ask for recipes like "top opportunities with AI email drafts", "agent test suite in Grid", or "build this worksheet from YAML". Do not use it for generic Salesforce work unrelated to Agentforce Grid.
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 Studio, the IT Service Fulfiller / IT Service Employee templates, Specialized Agent Templates for Employee) via one Connect API call, then a helper script classifies the chosen path into a READY / NOT-READY verdict. It never enables anything; when a toggle is off it hands off to the agentforce-studio-configure skill to turn it on. Use when asked to check Agentforce prerequisites, validate the org is ready for an ITSM agent, or verify Agentforce Studio is enabled. Triggers: check agentforce prerequisites, validate agentforce readiness, is my org ready for the fulfiller agent, verify agentforce studio enabled. DO NOT TRIGGER: enabling or turning on the toggles, creating the fulfiller agent (service-itsm-agentic-setup-fulfiller-agent-configure), or CMDB CRUD.
Deep persona design for Agentforce agents with 50-point scoring. TRIGGER when: user designs agent personas, defines agent personality/identity, creates persona documents, encodes persona into Agent Builder fields, or asks about agent tone/voice/register. DO NOT TRIGGER when: building agent metadata (use sf-ai-agentforce), testing agents (use sf-ai-agentforce-testing), or Agent Script DSL (use sf-ai-agentscript).
Build, modify, debug, and deploy agents with Agentforce Agent Script. TRIGGER when: user creates, modifies, or asks about .agent files or aiAuthoringBundle metadata; changes agent behavior, responses, or conversation logic; designs agent actions, tools, subagents, or flow control; writes or reviews an Agent Spec; previews, debugs, deploys, publishes, or tests agents; uses Agent Script CLI commands (sf agent generate/preview/publish/test). DO NOT TRIGGER when: Apex development, Flow building, Prompt Template authoring, Experience Cloud configuration, or general Salesforce CLI tasks unrelated to Agent Script.
Conversation design skill for Salesforce Agentforce. Generates persona documents, topic architectures, instruction sets, utterance libraries, escalation matrices, and guardrail configurations. Validates existing agents against conversation design best practices with 120-point scoring.
Analyze production Agentforce agent behavior using session traces and Data Cloud. TRIGGER when: user queries STDM session data or Data Cloud trace records; investigates production agent failures, regressions, or performance issues; asks about session traces, conversation logs, or agent metrics; wants to reproduce a reported production issue in preview; runs findSessions or trace analysis queries. DO NOT TRIGGER when: user creates, modifies, or debugs .agent files during development (use agentforce-generate); writes or runs test specs (use agentforce-test); uses sf agent preview for local development iteration; deploys or publishes agents.
Orchestrator for setting up Agentforce in Salesforce Service Cloud ITSM — Agentforce Studio enablement, the IT Service Fulfiller agent lifecycle, and the IT Service Employee agent lifecycle. Use when the user asks to set up Agentforce for ITSM, enable Studio and the Fulfiller/Employee agents together, wants a guided Agentforce ITSM walkthrough, or asks what Agentforce features are available for IT Service. Presents available Agentforce capabilities and delegates each selection to a specialized child skill while tracking progress. Triggers on: set up agentforce for itsm, configure agentforce studio and fulfiller, agentforce itsm walkthrough, what agentforce features for it service. DO NOT TRIGGER when: the user asks to enable Agentforce Studio alone, asks to create or activate the Fulfiller or Employee agent alone, or asks about CMDB, Incident Management, Teams, or general ITSM setup without Agentforce intent.
Wires an existing, active Agentforce agent to a channel by resolving a fallback queue, setting up inbound routing (either PATCH SessionHandlerId on the MessagingChannel, or an inbound RoutingFlow for Voice/Email), and optionally configuring outbound escalation. Use when the user wants to add a channel to an existing agent, connect an agent to a messaging or voice channel, route Voice or Email-to-Case to an Agentforce agent, or set up a fallback queue for an agent channel. Applies to any already-created agent, including an existing Help Agent. The channel infrastructure (MessagingChannel, Voice config, email-to-case) must already exist — this skill only adds the routing. DO NOT TRIGGER when the agent does not yet exist or still needs Help Agent setup (use agentforce-generate or service-helpagent-coordinate), when creating the MessagingChannel itself (use service-digital-engagement-channel-configure), or when creating an Embedded Service Deployment (use service-digital-engagement-deployment-configure).
Extract and analyze Agentforce session tracing data from Salesforce Data 360. Supports high-volume extraction (1-10M records/day), Polars-based analysis, and debugging workflows for agent sessions.
Analyze production Agentforce agent behavior using session traces and Data Cloud. TRIGGER when: user queries STDM session data or Data Cloud trace records; investigates production agent failures, regressions, or performance issues; asks about session traces, conversation logs, or agent metrics; wants to reproduce a reported production issue in preview; runs findSessions or trace analysis queries. DO NOT TRIGGER when: user creates, modifies, or debugs .agent files during development (use developing-agentforce); writes or runs test specs (use testing-agentforce); uses sf agent preview for local development iteration; deploys or publishes agents.
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 — find/list/search sessions by time, agent, channel, outcome, or conversation text — when the user has no session id yet. DO NOT TRIGGER for design-time architecture questions (use agentforce-architecture-analyze instead) or for runtime perf/latency/SLO questions that require platform telemetry beyond Data Cloud.
Use to configure, set up, or repair the Sales Management agent and Agentforce Pipeline Management in a Salesforce org. Automates metadata creation for flows, prompt templates, permission sets, and data source configuration. TRIGGER when: user wants to enable Pipeline Management, configure Sales pipeline features, set up the Sales Management agent for opportunity field updates (including autonomous updates), connect enabled data sources like Einstein Conversation Insights or Einstein Activity Capture, customize opportunity stage descriptions, configure post-meeting suggestions, verify or audit configuration status, fix partially configured orgs, or troubleshoot Pipeline Management metadata issues. DO NOT TRIGGER when: user wants to build a custom agent (use agentforce-generate), configure general Agentforce tracing (use platform-tracing-agentforce-configure), work with non-Sales agents, or enable Einstein Conversation Insights or Einstein Activity Capture from scratch (provisioning is out of scope).