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Found 81 Skills
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.
Salesforce architecture diagrams using Mermaid with ASCII fallback. Use this skill when generating text-based diagrams for Salesforce architecture, OAuth flows, ERDs, integration sequences, or Agentforce structure. TRIGGER when: user says "diagram", "visualize", "ERD", or asks for sequence diagrams, flowcharts, class diagrams, or architecture visualizations in Mermaid. DO NOT TRIGGER when: user wants PNG/SVG image output (use generating-visual-diagrams), or asks about non-Salesforce systems.
Salesforce Data Cloud Retrieve phase. Use this skill when the user runs Data Cloud SQL, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. TRIGGER when: user runs Data Cloud SQL, describe, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. DO NOT TRIGGER when: the task is standard CRM SOQL (use platform-soql-query), segment creation or calculated insight design (use data360-segment), or STDM/session tracing/parquet analysis (use agentforce-observe).
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 activate it, then verify it is live. Idempotent per developer name. The Fulfiller agent is the IT-technician-facing assistant for incident triage, case summarization, field updates, and related-record automations. Use when asked to create the Fulfiller agent, set up the IT Service Fulfiller agent, provision the fulfiller assistant, or activate the Fulfiller agent. Triggers: create fulfiller agent, set up fulfiller agent, provision fulfiller agent, activate fulfiller agent. DO NOT TRIGGER: checking org prerequisites (service-itsm-agentic-setup-agentforce-studio-validate), or CMDB CRUD.
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.
Salesforce Data Cloud Act phase. Use this skill when the user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. TRIGGER when: user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. DO NOT TRIGGER when: the task is segment creation (use segmenting-datacloud), data retrieval/search work (use retrieving-datacloud), or STDM/session tracing (use observing-agentforce).
Official Salesforce documentation retrieval skill. Use when you need authoritative Salesforce docs from developer.salesforce.com, help.salesforce.com, architect.salesforce.com, admin.salesforce.com, or lightningdesignsystem.com, especially when pages are JS-heavy, shell-rendered, or hard to extract with naive fetching. Use to ground answers in official Salesforce sources instead of third-party blogs or summaries. TRIGGER when: user asks for official Salesforce documentation, Apex or API reference, LWC docs, Agentforce docs, setup or help articles, or any doc from a Salesforce-owned domain. DO NOT TRIGGER when: user is asking for a code change, deployment task, or anything not requiring documentation retrieval — use the appropriate sf-* skill instead.
Salesforce Data Cloud Retrieve phase. Use this skill when the user runs Data Cloud SQL, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. TRIGGER when: user runs Data Cloud SQL, describe, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. DO NOT TRIGGER when: the task is standard CRM SOQL (use querying-soql), segment creation or calculated insight design (use segmenting-datacloud), or STDM/session tracing/parquet analysis (use observing-agentforce).
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).
Salesforce Data Cloud Segment phase. Use this skill when the user creates or publishes segments, manages calculated insights, or troubleshoots audience SQL in Data Cloud. TRIGGER when: user creates or publishes segments, manages calculated insights, inspects segment counts or membership, or troubleshoots audience SQL in Data Cloud. DO NOT TRIGGER when: the task is DMO/mapping/identity-resolution work (use data360-harmonize), activation work (use data360-activate), query/search-index work (use data360-query), or Standard Data Model (STDM)/session tracing (use agentforce-observe).
Salesforce Data 360 metadata API mastery for production agentic use cases: metadata retrieval, semantic descriptions, field/object documentation, relationship semantics, data graph readiness, prompt/action grounding, and metadata quality scoring. TRIGGER when: the user prepares Data 360 metadata for Agentforce, AI agents, semantic search, dashboards, prompt grounding, or wants metadata descriptions and semantics improved programmatically.
Salesforce Data Cloud Segment phase. TRIGGER when: user creates or publishes segments, manages calculated insights, inspects segment counts or membership, or troubleshoots audience SQL in Data Cloud. DO NOT TRIGGER when: the task is DMO/mapping/identity-resolution work (use sf-datacloud-harmonize), activation work (use sf-datacloud-act), query/search-index work (use sf-datacloud-retrieve), or STDM/session tracing (use sf-ai-agentforce-observability).