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Found 4 Skills
Use this skill to create and activate a Territory Type, Territory Model, and Territories for Life Sciences Cloud. Trigger when the user says 'set up territories', 'create territory model', 'configure territory hierarchy for Life Sciences', 'territory setup for LSC', or 'create territories for Life Sciences Cloud'. Creates a Geographical territory type, an LSC Territory Model, and a 3-level territory hierarchy (Region, District, Territory). Confirms names with the user, shows a preview, then deploys and activates the model. DO NOT TRIGGER when: user wants to validate prerequisites, assign users to territories, create territory assignment rules, or run the full end-to-end Life Sciences Cloud setup / orchestration (that is the `life-sciences-fieldsalesrep-coordinate` orchestrator's job — this skill runs only as a standalone territory setup).
Validate Life Sciences Cloud for Customer Engagement org prerequisites. Use when an admin needs to verify that all required settings, permissions, OWD sharing rules, and feature toggles are correctly configured before deploying Life Sciences Cloud. Checks user profile, permission sets, Life Sciences CE settings, surveys, OWD, inventory, account plans, care plans, Chatter, data protection, multi-currency, state/country picklists, and person accounts. Reports pass/fail for each check with remediation steps. TRIGGER when: user says 'check prerequisites', 'verify org setup for Life Sciences', 'LSC readiness check', 'pre-requisites for Life Sciences Cloud', 'validate org for LSC'. DO NOT TRIGGER when: user wants to automatically enable or configure these settings, or when the user asks for the full end-to-end Life Sciences Cloud setup / orchestration (that is the `life-sciences-fieldsalesrep-coordinate` orchestrator's job — this skill runs only as a standalone prerequisites check).
Use this skill to run the full end-to-end Life Sciences Cloud setup workflow for a key account management (KAM) user in sequence. Trigger when the user says 'set up Life Sciences Cloud end to end for kam user', 'run the full LSC setup for kam user', 'orchestrate Life Sciences Cloud configuration for kam user', 'complete LSC setup for kam user', or 'Life Sciences Cloud full install for kam user'. Executes six stages in order: prerequisites validation, starter config deployment, territory configuration, participant role and sprint creation, KAM data and plan-template (goals, tasks, measures) creation, and KAM user provisioning — gating each stage on the success of the previous one. DO NOT TRIGGER when: the user wants to run only one specific stage individually, or when the request targets a field sales rep rather than a KAM user (use life-sciences-fieldsalesrep-coordinate for that persona).
Use this skill to run the full end-to-end Life Sciences Cloud setup workflow for field sales rep in sequence. Trigger when the user says 'set up Life Sciences Cloud end to end', 'run the full LSC setup', 'orchestrate Life Sciences Cloud configuration', 'complete LSC setup', 'Life Sciences Cloud full install', 'set up Life Sciences Cloud end to end for field sales rep', 'run the full LSC setup for field sales rep', 'orchestrate Life Sciences Cloud configuration for field sales rep', 'complete LSC setup for field sales rep', or 'Life Sciences Cloud full install for field sales rep'. Executes five stages in order: prerequisites validation, starter config deployment, territory configuration, user provisioning, and sample visit creation — gating each stage on the success of the previous one. DO NOT TRIGGER when: user wants to run only one specific stage (prerequisites, config deploy, territory setup, user provisioning, or visit creation individually).