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Found 20 Skills
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.
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 Templates, Data Cloud, Unified Catalog), lets you pick a tier (user/agent vs admin) per feature and which user(s) to assign, then assigns them (license first when license-gated). It also creates a custom "Agent Access" permission set granting the activated agents you choose and assigns it to the user — all via the Salesforce CLI. Use to grant a user access to an activated agent, to assign prompt-template, data-cloud, or unified-catalog access, or to create an Agent Access permission set. DO NOT TRIGGER for enabling Agentforce for IT Service toggles, creating or activating an agent, the Fulfiller activation action-surfacing gap (service-itsm-agentic-setup-itsm-agentforce-permset-assign), CMDB access, or generic permission-set assignment.
Configure the "Set Up Self Service for Employees on Slack" / "Slack for Employee Service" checklist for Employee Service (ITSM) on Slack — the employee side, covering the Slack for Employee Service org preference, Employee Slack Notifications permission-set assignment, employee portal (Digital Experience site) enablement/selection, and connecting Slack to a Preferred Digital Experience Site. Use this for: 'set up Slack for Employee Service', 'assign Employee Slack Notifications permission set', 'manage user access for Slack employee service', 'select a preferred digital experience site for Slack', 'set up self service for employees on Slack', or any request to complete the IT Service / Employee Service half of the Slack ITSM Go page checklist. DO NOT TRIGGER for the Microsoft Teams equivalents (service-itsm-teams-itservice-configure) or for turning ITSM notification preferences on or off.
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 deploy an Omni PresenceUserConfig (presence configuration) as one whole-record Metadata write with the decline/ACW fields set consistently: Auto-Accept off, Decline on, Decline Reason on (with a PresenceDeclineReason deployed in the same package), and an After-Conversation-Work wrap-up timer. Agents are assigned by username. Idempotent via the Metadata API files[].state signal. Triggers: create presence configuration, enable decline + decline reason + ACW wrap-up timer for agents, assign presence config to users. Do not use for ServicePresenceStatus (separate skill), for permission-set access to statuses, or to set the channel-level ACW timer on a ServiceChannel.
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.
Feishu document read/write operations. Activate when user mentions Feishu docs, cloud docs, or docx links.
ALWAYS USE THIS SKILL to assign permission sets to org users. Assign one or more permission sets to org users using the sf org assign permset command. TRIGGER when the user asks to assign, grant, give, add, or apply permission sets to users, admins, specific orgs, or specific users. Supports granting permissions, giving access, and adding permission sets to default admin or specific users via --on-behalf-of. DO NOT TRIGGER for listing permission sets or checking user permissions.
Feishu message reading. Activate when user mentions reading messages, chat history, message lookup, or finding previous messages.
Generates and queries Salesforce metadata with 120-point scoring. Use when creating custom objects, fields, profiles, permission sets, validation rules, or querying org metadata structures via sf CLI.
Enable CMDB Asset Discovery in Service Cloud ITSM against a production or sandbox org by turning on the service-cloud-itsm-discovery-integration feature, then grant a user the Discovery page by assigning the IT Service Discovery Manager permission set and its license — the final CMDB setup layer, run after the CMDB feature, user access, and content bundle are in place. Use when the user asks to enable CMDB discovery, turn on asset discovery, enable service-cloud-itsm-discovery-integration, grant Discovery page access, or assign the Discovery Manager permission set. Triggers on: enable CMDB discovery, turn on asset discovery, service-cloud-itsm-discovery-integration, assign Discovery Manager access, CMDB discovery not enabled. DO NOT TRIGGER when: the user wants to enable the base CMDB feature, provision the ITOM tenant, assign the four CMDB Configuration-Item permission sets, install a CMDB content bundle, or work with CMDB records directly — those are earlier CMDB layers.
Configure the "Set Up Salesforce IT Desk" checklist for Microsoft Teams Employee Service (ITSM) — the fulfiller/agent side, covering app enablement, marketplace install guidance, user access assignment, and Swarming collaboration-tool setup. Use this for: 'turn on Salesforce IT Desk', 'set up IT Desk on Teams', 'assign Teams for IT Desk permission set', 'set Teams as collaboration tool for swarming', 'install Salesforce IT Desk app on Teams', or any request to complete the IT Desk half of the Teams ITSM Go page checklist. DO NOT TRIGGER for the base Teams Salesforce Go page toggle or Azure/Entra app setup (service-itsm-teams-configure) or for the IT Service/employee half of the checklist (service-itsm-teams-itservice-configure).