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Found 32 Skills
Salesforce Metadata API reference for creating, understanding, or modifying metadata XML files (.object-meta.xml, .flow-meta.xml, etc.) and any of 604 metadata types (CustomObject, Flow, ApexClass, ApexTrigger, Profile, PermissionSet, Layout, ValidationRule, RecordType, EmailTemplate, ...). Use for questions about a type's fields or XML format, or Salesforce DX project structure (force-app/main/default). TRIGGER when: authoring or editing any *-meta.xml file, asking what fields/format a metadata type has, or whenever 'Salesforce metadata' or 'sfdx project' is mentioned. DO NOT TRIGGER when: SOQL/DML/runtime sObject access (use the Enterprise API skill), Tooling API developer records (ApexExecutionOverlayAction, TraceFlag), or non-XML logic (Apex code, LWC JS, Visualforce controllers).
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 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 as reused. The standard set carries its own permission-set license and assigns cleanly on Service-Cloud-enabled orgs; a user whose license lacks the entitlement surfaces FIELD_INTEGRITY_EXCEPTION so the operator can fix the profile/license. Triggers: assign the supervisor permset, grant supervisor perms, complete supervisor provisioning. Do not use on production orgs or to assign agent permsets.
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, MessagingSession→Messaging_Routing_Config (via QRC_ROUTING_TARGET), or pass an explicit developer-name/label/capacity/priority. RoutingModel MostAvailable (default) or LeastActive. Triggers: create a Case or Voice routing config, deploy a QueueRoutingConfig, set up queue routing for Omni Cases/Voice, configure CapacityWeight per queue. Do not use for attribute-based routing (IsAttributeBased=true is out of scope) or routing models other than MostAvailable/LeastActive.
Expert guidance for Salesforce development including Apex, Lightning Web Components, and metadata best practices
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). TRIGGER when user asks to describe, diagram, inventory, audit, document, or diff (e.g. v3 vs v5) the architecture / action tree / topic structure / tool inventory of a specific agent by agent API name in a specific org. DO NOT TRIGGER for runtime session traces, conversation transcripts, generation timings, or gateway audit chains — this skill reads design-time metadata only (use agentforce-d360-analyze for session traces).
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 platform-apex-test-run), generating or fixing Apex code (use platform-apex-generate), or Agentforce session tracing (use agentforce-observe).
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.