service-omni-agent-work-sharing-configure

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Chinese

service-omni-agent-work-sharing-configure

service-omni-agent-work-sharing-configure

Detect and optionally configure the standard
AgentWork
object's internal organization-wide default. The supported headless contract is
CustomObject:AgentWork
metadata: retrieve the current metadata, preserve
externalSharingModel
, deploy internal
sharingModel=Read
, and retrieve it again for proof.
This setting grants read visibility broadly to internal users who already have object access. It is not a substitute for an
OmniSupervisorConfig
: that configuration filters which reps, queues, skills, actions, and tabs a supervisor sees, but does not grant record access.
检测并可选配置标准
AgentWork
对象的内部组织级默认(OWD)设置。支持的无界面契约为
CustomObject:AgentWork
元数据:检索当前元数据,保留
externalSharingModel
,部署内部
sharingModel=Read
,并再次检索以验证配置结果。
此设置会向已拥有对象访问权限的内部用户广泛授予读取可见性。它不能替代
OmniSupervisorConfig
:该配置用于筛选主管能看到的客服代表、队列、技能、操作和标签,但不授予记录访问权限。

Inputs

输入参数

bash
bash scripts/configure-and-report.sh <org-alias> --plan
bash scripts/configure-and-report.sh <org-alias> --confirm-org-wide-visibility
  • org-alias
    is required and must already be authenticated with
    sf
    .
  • --plan
    retrieves and reports the current and desired models without deploying.
  • --confirm-org-wide-visibility
    is required only when a run must change
    Private
    to
    Read
    . Omitting it blocks before deployment.
bash
bash scripts/configure-and-report.sh <org-alias> --plan
bash scripts/configure-and-report.sh <org-alias> --confirm-org-wide-visibility
  • org-alias
    为必填项,且必须已通过
    sf
    完成身份验证。
  • --plan
    用于检索并报告当前和预期的共享模型,不会执行部署操作。
  • --confirm-org-wide-visibility
    仅在需要将共享模型从
    Private
    更改为
    Read
    时必填。省略该参数会阻止部署操作。

Safety contract

安全契约

  • A run refuses production customer orgs. Plan mode remains read-only.
  • externalSharingModel
    is preserved exactly.
  • Read
    and
    ReadWrite
    already provide internal read visibility and are reused. The skill never narrows
    ReadWrite
    to
    Read
    .
  • The only supported mutation is
    Private
    to
    Read
    ; the skill never grants internal edit access.
  • Failed classification, retrieve, deploy, or read-back blocks. It never reports success from an inconclusive response.
  • Use a dedicated sandbox or test org because changing an OWD can initiate sharing recalculation.
  • 拒绝在生产客户组织中执行该操作。计划模式始终为只读。
  • 完全保留
    externalSharingModel
    的原有设置。
  • 若当前共享模型为
    Read
    ReadWrite
    ,已提供内部读取可见性,将直接复用该设置。本技能绝不会将
    ReadWrite
    降级为
    Read
  • 仅支持将共享模型从
    Private
    更改为
    Read
    ;本技能绝不会授予内部编辑权限。
  • 若分类、检索、部署或回读操作失败,将阻止后续流程。绝不会从不明确的响应中报告操作成功。
  • 请使用专用沙箱或测试组织,因为更改OWD会触发共享规则重新计算。

Workflow

工作流程

  1. Classify the target org and enforce the production-write guard.
  2. Retrieve
    CustomObject:AgentWork
    through Metadata API.
  3. Read internal and external sharing models.
  4. Reuse
    Read
    or
    ReadWrite
    with no deploy.
  5. In plan mode, report the proposed
    Private
    to
    Read
    change and exit yellow.
  6. In run mode, require explicit blast-radius confirmation.
  7. Deploy only the standard-object metadata containing preserved external sharing and internal
    Read
    .
  8. Retrieve again and require internal
    Read
    plus the unchanged external model.
  1. 对目标组织进行分类,并强制执行生产环境写入防护。
  2. 通过Metadata API检索
    CustomObject:AgentWork
    元数据。
  3. 读取内部和外部共享模型。
  4. 若当前为
    Read
    ReadWrite
    ,直接复用设置,无需部署。
  5. 在计划模式下,报告拟将
    Private
    更改为
    Read
    的变更,并以黄色状态退出。
  6. 在运行模式下,需要明确的影响范围确认。
  7. 仅部署包含保留的外部共享设置和内部
    Read
    设置的标准对象元数据。
  8. 再次检索元数据,要求内部共享模型为
    Read
    且外部模型保持不变。

Output

输出结果

A single JSON object containing
status
,
previous_sharing_model
,
sharing_model
,
external_sharing_model
,
changed
,
dry_run
,
deploy_id
, and
blocking_issue
.
  • configured
    : a confirmed
    Private
    to
    Read
    deployment succeeded and read-back matched.
  • reused
    : current
    Read
    or
    ReadWrite
    already provides visibility.
  • action_needed
    : plan mode found
    Private
    ; no write occurred.
  • blocked
    : a safety guard or supported-API verification failed.
包含以下字段的单个JSON对象:
status
previous_sharing_model
sharing_model
external_sharing_model
changed
dry_run
deploy_id
blocking_issue
  • configured
    :已确认将
    Private
    更改为
    Read
    的部署成功,且回读结果匹配。
  • reused
    :当前
    Read
    ReadWrite
    设置已提供可见性,直接复用。
  • action_needed
    :计划模式下检测到当前为
    Private
    ,未执行写入操作。
  • blocked
    :安全防护或API验证失败,流程被阻止。

Limitations

局限性

  • This skill changes visibility, not supervisor scope. Use the supervisor configuration skill for filtering.
  • It does not create sharing rules or per-record
    AgentWorkShare
    rows.
  • It cannot prove a particular supervisor's complete UI access; validate the end-to-end Command Center journey with the intended supervisor user after configuration.
  • 本技能仅更改可见性,不修改主管的权限范围。如需筛选,请使用主管配置技能。
  • 不会创建共享规则或单条记录的
    AgentWorkShare
    行。
  • 无法证明特定主管拥有完整的UI访问权限;配置完成后,请使用目标主管用户验证端到端的Command Center流程。

References

参考资料

FileWhen to read
references/api-notes.md
Before approving the org-wide change or diagnosing a retrieve/deploy failure
文件阅读时机
references/api-notes.md
在批准全组织变更或诊断检索/部署失败之前