@salesforce/afv-skills 1.65.0 → 1.66.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/package.json +1 -1
- package/skills/agentforce-offline-experimentation-run/SKILL.md +16 -15
- package/skills/agentforce-offline-experimentation-run/scripts/sfap_replay.py +3 -245
- package/skills/dx-devops-work-item-manage/SKILL.md +34 -17
- package/skills/dx-devops-work-item-manage/examples/common-workflows.md +49 -0
- package/skills/dx-devops-work-item-manage/references/commit-api.md +116 -0
- package/skills/experience-lwc-widget-assess/SKILL.md +79 -0
- package/skills/experience-lwc-widget-migrate/SKILL.md +50 -0
- package/skills/field-service-data-capture-form-deployer-configure/SKILL.md +2 -23
- package/skills/field-service-data-capture-form-designer-configure/SKILL.md +3 -13
- package/skills/field-service-mobile-branding-configure/SKILL.md +3 -17
- package/skills/field-service-objective-designer-configure/SKILL.md +379 -72
- package/skills/field-service-prework-brief-deployer-configure/SKILL.md +537 -10
- package/skills/field-service-scheduling-policy-designer-query/SKILL.md +1093 -65
- package/skills/field-service-sobject-create-configure/SKILL.md +213 -13
- package/skills/field-service-voice-to-form-configure/SKILL.md +11 -40
- package/skills/field-service-work-rule-designer-configure/SKILL.md +95 -121
- package/skills/platform-role-hierarchy-apply/SKILL.md +177 -0
- package/skills/platform-widget-generate/SKILL.md +58 -41
- package/skills/platform-widget-generate/references/widget-bundle-validation.md +14 -0
- package/skills/service-agentforce-contact-center-coordinate/SKILL.md +1 -1
- package/skills/service-agentforce-contact-center-coordinate/references/number_management_api.md +11 -1
- package/skills/service-agentforce-contact-center-coordinate/scripts/fetch-numbers.sh +12 -6
- package/skills/service-agentforce-contact-center-coordinate/scripts/lib.sh +16 -0
- package/skills/service-agentforce-contact-center-coordinate/scripts/procure-number.sh +2 -1
- package/skills/service-concierge-portal-generate/references/portal-deploy-runbook.md +24 -11
- package/skills/service-digital-engagement-channel-configure/SKILL.md +25 -14
- package/skills/service-digital-engagement-channel-configure/references/onboarding_contract.md +143 -0
- package/skills/service-digital-engagement-deployment-configure/SKILL.md +61 -12
- package/skills/service-digital-engagement-deployment-configure/references/connect_api_creation.md +14 -5
- package/skills/service-digital-engagement-deployment-configure/references/onboarding_contract.md +146 -0
- package/skills/service-itsm-agentic-setup-incident-management/SKILL.md +23 -13
- package/skills/service-itsm-agentic-setup-incident-management/references/incident-persona-psg.md +7 -6
- package/skills/service-itsm-agentic-setup-incident-management/references/incident-preferences.md +9 -10
- package/skills/service-itsm-agentic-setup-incident-management/references/major-incident-management.md +6 -6
- package/skills/service-itsm-agentic-setup-incident-management/references/service-mgmt-privilege.md +1 -1
- package/skills/service-itsm-agentic-setup-incident-sla-configure/SKILL.md +34 -25
- package/skills/service-itsm-agentic-setup-incident-sla-configure/examples/milestone-patterns.md +1 -1
- package/skills/service-itsm-agentic-setup-incident-sla-configure/references/mcp-invocation.md +90 -86
- package/skills/service-itsm-agentic-setup-incident-sla-configure/references/workflow.md +63 -38
- package/skills/agentforce-gpt-email-generation-configure/SKILL.md +0 -312
- package/skills/agentforce-wizard-ui-forecasting-analytics-components-configure/SKILL.md +0 -64
- package/skills/agentforce-wizard-ui-sales-einstein-components-configure/SKILL.md +0 -46
- package/skills/automation-company-profile-info-query/SKILL.md +0 -51
- package/skills/automation-digital-wallet-configure/SKILL.md +0 -689
- package/skills/automation-flow-coordinate/SKILL.md +0 -95
- package/skills/automation-flow-coordinate/references/elements/action-call/action-call.md +0 -1569
- package/skills/automation-flow-coordinate/references/elements/action-call/conversation-messaging.md +0 -96
- package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-sms-message.json +0 -23
- package/skills/automation-flow-coordinate/references/elements/action-call/examples/send-to-journey-no-fields.json +0 -31
- package/skills/automation-flow-coordinate/references/elements/action-call/send-to-journey.md +0 -179
- package/skills/automation-flow-coordinate/references/elements/exit-rule/examples/event-email-link-click.json +0 -13
- package/skills/automation-flow-coordinate/references/elements/exit-rule/exit-rule.md +0 -83
- package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/examples/forward-to-bot-or-agent.json +0 -69
- package/skills/automation-flow-coordinate/references/elements/forward-to-bot-or-agent/forward-to-bot-or-agent.md +0 -274
- package/skills/automation-flow-coordinate/references/elements/start/audience-common.md +0 -192
- package/skills/automation-flow-coordinate/references/elements/start/automation-event-triggered.md +0 -130
- package/skills/automation-flow-coordinate/references/elements/start/data-cloud-data-change-triggered.md +0 -92
- package/skills/automation-flow-coordinate/references/elements/start/form-submission-triggered.md +0 -88
- package/skills/automation-flow-coordinate/references/elements/start/segment-triggered.md +0 -152
- package/skills/automation-flow-coordinate/references/elements/start/start.md +0 -539
- package/skills/automation-flow-coordinate/references/elements/subflow/subflow.md +0 -152
- package/skills/automation-flow-coordinate/references/elements/wait/wait.md +0 -497
- package/skills/automation-flow-coordinate/references/recipes/author/author.md +0 -868
- package/skills/automation-flow-coordinate/references/recipes/summarize/element-generic.md +0 -300
- package/skills/automation-flow-coordinate/references/recipes/summarize/reference-resolution.md +0 -292
- package/skills/automation-flow-coordinate/references/recipes/summarize/summarize.md +0 -323
- package/skills/automation-flow-coordinate/references/recipes/testing/examples/debug-output-template.md +0 -109
- package/skills/automation-flow-coordinate/references/recipes/testing/shape.md +0 -219
- package/skills/automation-flow-coordinate/references/recipes/testing/shared-stages/intent-analyzer.md +0 -180
- package/skills/automation-flow-coordinate/references/recipes/testing/workflows/debug.md +0 -175
- package/skills/automation-flow-coordinate/references/recipes/testing/workflows/promote.md +0 -255
- package/skills/automation-flow-coordinate/references/recipes/testing/workflows/save-debug.md +0 -212
- package/skills/automation-flow-coordinate/references/resources/variable/variable.md +0 -171
- package/skills/automation-flow-coordinate/references/shared/anti-patterns.md +0 -786
- package/skills/automation-flow-coordinate/references/shared/end/end.md +0 -267
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/README.md +0 -69
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/predictions.jsonl +0 -80
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/eval/prompts.jsonl +0 -116
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/flow-type-resolver.md +0 -321
- package/skills/automation-flow-coordinate/references/shared/flow-type-resolver/taxonomy.json +0 -320
- package/skills/automation-flow-coordinate/references/shared/server-functions.md +0 -597
- package/skills/automotive-cloud-appraisal-management-settings-configure/SKILL.md +0 -69
- package/skills/automotive-cloud-dealer-essentials-configure/SKILL.md +0 -78
- package/skills/automotive-cloud-ground-agent-data-pipelines-configure/SKILL.md +0 -373
- package/skills/automotive-cloud-ground-mfg-agent-data-pipelines-configure/SKILL.md +0 -273
- package/skills/automotive-cloud-mfg-agent-data-pipelines-configure/SKILL.md +0 -259
- package/skills/automotive-cloud-mfg-sales-concierge-agent-create/SKILL.md +0 -369
- package/skills/automotive-cloud-mfg-sales-concierge-foundation-configure/SKILL.md +0 -542
- package/skills/automotive-cloud-mfg-sales-concierge-foundation-coordinate/SKILL.md +0 -159
- package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-agent-create/SKILL.md +0 -349
- package/skills/automotive-cloud-mfg-sales-concierge-orchestrator-configure/SKILL.md +0 -505
- package/skills/automotive-cloud-sales-concierge-agent-create/SKILL.md +0 -380
- package/skills/automotive-cloud-sales-concierge-foundation-configure/SKILL.md +0 -567
- package/skills/automotive-cloud-sales-concierge-foundation-coordinate/SKILL.md +0 -159
- package/skills/automotive-cloud-sales-concierge-orchestrator-agent-create/SKILL.md +0 -360
- package/skills/automotive-cloud-sales-concierge-orchestrator-configure/SKILL.md +0 -539
- package/skills/automotive-cloud-sales-concierge-search-grounding-configure/SKILL.md +0 -358
- package/skills/commerce-b2b-merchant-quote-configure/SKILL.md +0 -602
- package/skills/commerce-b2b-store-configure/SKILL.md +0 -251
- package/skills/commerce-credit-memo-create/SKILL.md +0 -139
- package/skills/commerce-delivery-business-hours-configure/SKILL.md +0 -277
- package/skills/commerce-delivery-estimation-apply/SKILL.md +0 -155
- package/skills/commerce-delivery-estimation-configure/SKILL.md +0 -377
- package/skills/commerce-delivery-routing-specs-integrate/SKILL.md +0 -174
- package/skills/commerce-estimate-bopis-query/SKILL.md +0 -279
- package/skills/commerce-estimate-delivery-date-query/SKILL.md +0 -349
- package/skills/commerce-fees-apply/SKILL.md +0 -227
- package/skills/commerce-fulfillment-routing-analyze/SKILL.md +0 -200
- package/skills/commerce-guest-buyer-create/SKILL.md +0 -173
- package/skills/commerce-location-bopis-configure/SKILL.md +0 -378
- package/skills/commerce-location-business-hours-configure/SKILL.md +0 -235
- package/skills/commerce-location-delivery-processing-time-configure/SKILL.md +0 -309
- package/skills/commerce-location-graph-integrate/SKILL.md +0 -131
- package/skills/commerce-location-shipping-carrier-method-configure/SKILL.md +0 -755
- package/skills/commerce-location-temporary-operating-hours-configure/SKILL.md +0 -331
- package/skills/commerce-merchant-buyer-groups-configure/SKILL.md +0 -579
- package/skills/commerce-merchant-buyer-user-onboarding-create/SKILL.md +0 -626
- package/skills/commerce-merchant-catalog-configure/SKILL.md +0 -614
- package/skills/commerce-merchant-extension-provider-configure/SKILL.md +0 -368
- package/skills/commerce-merchant-insights-account-health-churn-analyze/SKILL.md +0 -118
- package/skills/commerce-merchant-insights-inventory-returns-analyze/SKILL.md +0 -65
- package/skills/commerce-merchant-insights-order-shopper-get/SKILL.md +0 -90
- package/skills/commerce-merchant-insights-product-performance-analyze/SKILL.md +0 -72
- package/skills/commerce-merchant-insights-query/SKILL.md +0 -279
- package/skills/commerce-merchant-storefront-guest-access-configure/SKILL.md +0 -656
- package/skills/commerce-order-summary-change-apply/SKILL.md +0 -375
- package/skills/commerce-product-details-get/SKILL.md +0 -363
- package/skills/commerce-product-search/SKILL.md +0 -563
- package/skills/commerce-react-storefront-create/SKILL.md +0 -350
- package/skills/commerce-return-order-summary-create/SKILL.md +0 -513
- package/skills/commerce-search-relevance-analyze/SKILL.md +0 -757
- package/skills/commerce-temporary-processing-time-override-create/SKILL.md +0 -274
- package/skills/communications-initial-setup-configure/SKILL.md +0 -630
- package/skills/communications-multisite-configure/SKILL.md +0 -571
- package/skills/communications-revenue-cloud-settings-configure/SKILL.md +0 -74
- package/skills/communications-smb-fiber-catalog-create/SKILL.md +0 -413
- package/skills/communications-tmf-integrate/SKILL.md +0 -1368
- package/skills/consumer-goods-visit-activity-act4-questions-assign/SKILL.md +0 -448
- package/skills/consumer-goods-visit-activity-act5-standard-create/SKILL.md +0 -269
- package/skills/consumer-goods-visit-activity-act6-assortment-configure/SKILL.md +0 -271
- package/skills/consumer-goods-visit-activity-act7-account-scoping-create/SKILL.md +0 -382
- package/skills/consumer-goods-visit-activity-act8-plan-attach-create/SKILL.md +0 -373
- package/skills/consumer-goods-visit-activity-act9-proof-validate/SKILL.md +0 -389
- package/skills/consumer-goods-visit-and-activity-act1-specification-create/SKILL.md +0 -338
- package/skills/consumer-goods-visit-and-activity-act2-template-create/SKILL.md +0 -547
- package/skills/consumer-goods-visit-and-activity-act3-definition-create/SKILL.md +0 -346
- package/skills/consumer-goods-visit-and-activity-configure/SKILL.md +0 -1110
- package/skills/crm-analytics-adoption-insights-configure/SKILL.md +0 -224
- package/skills/crm-analytics-custom-report-type-lightning-configure/SKILL.md +0 -418
- package/skills/crm-analytics-dashboards-configure/SKILL.md +0 -731
- package/skills/crm-analytics-operational-analytics-metadata-bridge-migrate/SKILL.md +0 -233
- package/skills/crm-analytics-report-notifications-ui-configure/SKILL.md +0 -184
- package/skills/crm-analytics-sharing-inheritance-coverage-analyze/SKILL.md +0 -167
- package/skills/crm-analytics-sonic-getting-started-configure/SKILL.md +0 -55
- package/skills/crm-analytics-tableau-next-app-deploy/SKILL.md +0 -1350
- package/skills/crm-analytics-tableau-next-c360-basemodel-validate/SKILL.md +0 -1862
- package/skills/crm-analytics-tableau-next-datacloud-validate/SKILL.md +0 -83
- package/skills/crm-analytics-tableau-next-provisioning-validate/SKILL.md +0 -81
- package/skills/data360-activation-create/SKILL.md +0 -104
- package/skills/data360-activation-external-platform-get/SKILL.md +0 -49
- package/skills/data360-activation-target-create/SKILL.md +0 -93
- package/skills/data360-activation-v2-create/SKILL.md +0 -456
- package/skills/data360-audience-dmo-get/SKILL.md +0 -38
- package/skills/data360-calculated-affinity-create/SKILL.md +0 -82
- package/skills/data360-calculated-insight-create/SKILL.md +0 -148
- package/skills/data360-catalog-metadata-create/SKILL.md +0 -183
- package/skills/data360-code-extension-create/SKILL.md +0 -115
- package/skills/data360-communication-capping-create/SKILL.md +0 -227
- package/skills/data360-connection-create/SKILL.md +0 -491
- package/skills/data360-content-lens-create/SKILL.md +0 -181
- package/skills/data360-data-action-create/SKILL.md +0 -126
- package/skills/data360-data-action-target-create/SKILL.md +0 -181
- package/skills/data360-data-clean-room-create/SKILL.md +0 -238
- package/skills/data360-data-governance-create/SKILL.md +0 -746
- package/skills/data360-data-graph-create/SKILL.md +0 -82
- package/skills/data360-data-harmonized-model-object-reference-create/SKILL.md +0 -38
- package/skills/data360-data-lake-object-create/SKILL.md +0 -207
- package/skills/data360-data-model-object-catalog-get/SKILL.md +0 -49
- package/skills/data360-data-model-object-create/SKILL.md +0 -128
- package/skills/data360-data-model-object-mapping-create/SKILL.md +0 -106
- package/skills/data360-data-space-create/SKILL.md +0 -161
- package/skills/data360-data-streams-create/SKILL.md +0 -324
- package/skills/data360-engagement-signal-get/SKILL.md +0 -38
- package/skills/data360-experiment-create/SKILL.md +0 -82
- package/skills/data360-goal-based-campaign-create/SKILL.md +0 -192
- package/skills/data360-harmonization-process-history-get/SKILL.md +0 -38
- package/skills/data360-harmonized-unstructured-dmo-create/SKILL.md +0 -84
- package/skills/data360-identity-resolution-create/SKILL.md +0 -115
- package/skills/data360-intelligent-document-processing-create/SKILL.md +0 -148
- package/skills/data360-knowledge-graph-construction-create/SKILL.md +0 -93
- package/skills/data360-knowledge-graph-create/SKILL.md +0 -216
- package/skills/data360-knowledge-space-mcp-configure/SKILL.md +0 -475
- package/skills/data360-machine-learning-mcp-configure/SKILL.md +0 -697
- package/skills/data360-multi-org-mcp-configure/SKILL.md +0 -117
- package/skills/data360-secondary-index-mcp-configure/SKILL.md +0 -126
- package/skills/data360-segment-mcp-configure/SKILL.md +0 -159
- package/skills/data360-semantic-calculated-dimension-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-calculated-measurement-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-data-object-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-dimension-mcp-configure/SKILL.md +0 -38
- package/skills/data360-semantic-engine-mcp-configure/SKILL.md +0 -62
- package/skills/data360-semantic-measurement-mcp-configure/SKILL.md +0 -38
- package/skills/data360-semantic-metric-mcp-configure/SKILL.md +0 -93
- package/skills/data360-semantic-model-mcp-configure/SKILL.md +0 -115
- package/skills/data360-standard-mapping-mcp-configure/SKILL.md +0 -38
- package/skills/data360-tenant-lifecycle-mcp-configure/SKILL.md +0 -73
- package/skills/experience-afv-query/SKILL.md +0 -234
- package/skills/experience-agentforce-vibes-in-react-configure/SKILL.md +0 -63
- package/skills/experience-apex-components-configure/SKILL.md +0 -69
- package/skills/experience-apex-pages-configure/SKILL.md +0 -107
- package/skills/experience-app-home-configure/SKILL.md +0 -76
- package/skills/experience-aura-lightning-out-access-configure/SKILL.md +0 -58
- package/skills/experience-briefcase-configure/SKILL.md +0 -287
- package/skills/experience-community-flexi-page-list-create/SKILL.md +0 -74
- package/skills/experience-community-template-definition-list-query/SKILL.md +0 -48
- package/skills/experience-community-theme-definition-list-query/SKILL.md +0 -38
- package/skills/experience-content-assets-configure/SKILL.md +0 -86
- package/skills/experience-custom-domain-create/SKILL.md +0 -727
- package/skills/experience-defer-rendering-workspace-page-setup-configure/SKILL.md +0 -41
- package/skills/experience-field-service-app-builder-configure/SKILL.md +0 -187
- package/skills/experience-flow-category-configure/SKILL.md +0 -117
- package/skills/experience-formula-configure/SKILL.md +0 -358
- package/skills/experience-global-actions-configure/SKILL.md +0 -69
- package/skills/experience-global-publisher-layouts-configure/SKILL.md +0 -79
- package/skills/experience-instrumentation-configure/SKILL.md +0 -64
- package/skills/experience-lex-engagement-configure/SKILL.md +0 -50
- package/skills/experience-lightning-bolt-open/SKILL.md +0 -12
- package/skills/experience-lightning-out-configure/SKILL.md +0 -129
- package/skills/experience-lightning-preview-configure/SKILL.md +0 -67
- package/skills/experience-lightning-types-query/SKILL.md +0 -98
- package/skills/experience-malware-scan-configure/SKILL.md +0 -71
- package/skills/experience-my-salesforce-configure/SKILL.md +0 -126
- package/skills/experience-navigation-menus-configure/SKILL.md +0 -235
- package/skills/experience-notification-types-configure/SKILL.md +0 -206
- package/skills/experience-notifications-configure/SKILL.md +0 -75
- package/skills/experience-record-discovery-query/SKILL.md +0 -227
- package/skills/experience-regenerate-previews-open/SKILL.md +0 -94
- package/skills/experience-sales-cloud-mab-configure/SKILL.md +0 -254
- package/skills/experience-schema-builder-open/SKILL.md +0 -38
- package/skills/experience-simple-record-home-configure/SKILL.md +0 -110
- package/skills/experience-static-resources-configure/SKILL.md +0 -74
- package/skills/field-service-setup-coordinate/SKILL.md +0 -62
- package/skills/field-service-work-plan-configure/SKILL.md +0 -253
- package/skills/fsc-actionable-segmentation-settings-configure/SKILL.md +0 -180
- package/skills/fsc-digital-origination-bre-decision-matrix-foundation-create/SKILL.md +0 -196
- package/skills/fsc-digital-origination-bre-disclosures-consent-configure/SKILL.md +0 -106
- package/skills/fsc-digital-origination-bre-document-upload-configure/SKILL.md +0 -96
- package/skills/fsc-digital-origination-bre-permissions-assign/SKILL.md +0 -111
- package/skills/fsc-digital-origination-bre-setup-coordinate/SKILL.md +0 -250
- package/skills/fsc-digital-origination-bre-stp-eligibility-configure/SKILL.md +0 -122
- package/skills/fsc-digital-origination-coordinate/SKILL.md +0 -653
- package/skills/fsc-digital-origination-demo-run/SKILL.md +0 -225
- package/skills/fsc-digital-origination-execution-guardrails-validate/SKILL.md +0 -112
- package/skills/fsc-digital-origination-initial-setup-configure/SKILL.md +0 -396
- package/skills/fsc-digital-origination-pricing-setup-coordinate/SKILL.md +0 -336
- package/skills/fsc-digital-origination-pricing-setup-data-foundation-create/SKILL.md +0 -208
- package/skills/fsc-digital-origination-pricing-setup-procedure-create/SKILL.md +0 -375
- package/skills/fsc-digital-origination-product-setup-act1-permissions-assign/SKILL.md +0 -83
- package/skills/fsc-digital-origination-product-setup-coordinate/SKILL.md +0 -248
- package/skills/fsc-digital-origination-sample-data-create/SKILL.md +0 -206
- package/skills/fsc-document-checklist-settings-configure/SKILL.md +0 -57
- package/skills/fsc-flexible-hierarchy-configure/SKILL.md +0 -148
- package/skills/fsc-flexible-hierarchy-foundation-configure/SKILL.md +0 -1430
- package/skills/fsc-flexible-hierarchy-graph-config-create/SKILL.md +0 -471
- package/skills/fsc-flexible-hierarchy-rule-based-graph-deploy/SKILL.md +0 -429
- package/skills/fsc-pricing-product-configurator-configure/SKILL.md +0 -150
- package/skills/fsc-pricing-salesforce-omnistudio-switch/SKILL.md +0 -123
- package/skills/fsc-product-act2-catalog-categories-create/SKILL.md +0 -82
- package/skills/fsc-product-act3-attributes-create/SKILL.md +0 -249
- package/skills/fsc-product-act4-classification-assignment-create/SKILL.md +0 -196
- package/skills/fsc-product-act5-considerations-get/SKILL.md +0 -44
- package/skills/fsc-stage-management-apex-flow-deploy/SKILL.md +0 -384
- package/skills/fsc-stage-management-compliant-data-sharing-configure/SKILL.md +0 -144
- package/skills/fsc-stage-management-decision-matrices-create/SKILL.md +0 -107
- package/skills/fsc-stage-management-definition-assignments-create/SKILL.md +0 -189
- package/skills/fsc-stage-management-definition-create/SKILL.md +0 -108
- package/skills/fsc-stage-management-permissions-assign/SKILL.md +0 -143
- package/skills/fsc-stage-management-transitions-configure/SKILL.md +0 -139
- package/skills/health-cloud-appt-booking-config-configure/SKILL.md +0 -135
- package/skills/health-cloud-appt-booking-url-config-configure/SKILL.md +0 -134
- package/skills/health-cloud-care-provider-affl-role-config-configure/SKILL.md +0 -136
- package/skills/health-cloud-care-provider-search-config-configure/SKILL.md +0 -134
- package/skills/health-cloud-care-requests-create/SKILL.md +0 -178
- package/skills/health-cloud-initial-configure/SKILL.md +0 -511
- package/skills/health-cloud-patient-appointment-scheduling-configure/SKILL.md +0 -1374
- package/skills/health-cloud-provider-search-settings-configure/SKILL.md +0 -924
- package/skills/health-cloud-referral-management-coordinate/SKILL.md +0 -513
- package/skills/health-cloud-timeline-configure/SKILL.md +0 -622
- package/skills/health-cloud-virtual-visit-config-configure/SKILL.md +0 -135
- package/skills/industries-account-score-settings-query/SKILL.md +0 -78
- package/skills/industries-actionable-list-data-sources-dmo-configure/SKILL.md +0 -177
- package/skills/industries-ad-product-availability-search/SKILL.md +0 -399
- package/skills/industries-advanced-account-forecast-settings-configure/SKILL.md +0 -628
- package/skills/industries-advanced-therapy-management-settings-configure/SKILL.md +0 -73
- package/skills/industries-atm-settings-starter-configure/SKILL.md +0 -76
- package/skills/industries-batch-document-ai-configure/SKILL.md +0 -196
- package/skills/industries-behavioral-health-app-settings-configure/SKILL.md +0 -71
- package/skills/industries-branch-management-settings-configure/SKILL.md +0 -89
- package/skills/industries-bre-decision-table-access-configure/SKILL.md +0 -367
- package/skills/industries-brokerage-settings-configure/SKILL.md +0 -41
- package/skills/industries-calendar-sync-settings-configure/SKILL.md +0 -89
- package/skills/industries-care-request-settings-configure/SKILL.md +0 -218
- package/skills/industries-case-management-intelligence-settings-configure/SKILL.md +0 -54
- package/skills/industries-catalog-process-attributes-products-configure/SKILL.md +0 -380
- package/skills/industries-catalog-process-fulfillment-configure/SKILL.md +0 -216
- package/skills/industries-catalog-process-intake-configure/SKILL.md +0 -219
- package/skills/industries-catalog-process-knowledge-configure/SKILL.md +0 -153
- package/skills/industries-catalog-process-preprocessor-configure/SKILL.md +0 -168
- package/skills/industries-cds-general-settings-configure/SKILL.md +0 -69
- package/skills/industries-claim-financial-settings-configure/SKILL.md +0 -169
- package/skills/industries-clinical-data-model-settings-configure/SKILL.md +0 -136
- package/skills/industries-clinical-data-model-settings-starter-configure/SKILL.md +0 -105
- package/skills/industries-collection-plan-settings-configure/SKILL.md +0 -132
- package/skills/industries-comms-service-console-settings-configure/SKILL.md +0 -159
- package/skills/industries-compliance-configure/SKILL.md +0 -102
- package/skills/industries-compliance-document-extraction-setup-configure/SKILL.md +0 -76
- package/skills/industries-contact-center-app-layout-configure/SKILL.md +0 -88
- package/skills/industries-contact-center-components-configure/SKILL.md +0 -96
- package/skills/industries-contact-center-path-knowledge-configure/SKILL.md +0 -95
- package/skills/industries-contact-center-user-access-assign/SKILL.md +0 -96
- package/skills/industries-course-waitlist-config-configure/SKILL.md +0 -162
- package/skills/industries-crisis-center-settings-configure/SKILL.md +0 -84
- package/skills/industries-custom-object-settings-configure/SKILL.md +0 -94
- package/skills/industries-data-cloud-integration-configure/SKILL.md +0 -88
- package/skills/industries-data-space-feature-mappings-configure/SKILL.md +0 -245
- package/skills/industries-decision-matrix-builder-configure/SKILL.md +0 -78
- package/skills/industries-decision-table-hbase-configure/SKILL.md +0 -87
- package/skills/industries-decision-table-version-configure/SKILL.md +0 -74
- package/skills/industries-decision-tables-builder-configure/SKILL.md +0 -253
- package/skills/industries-decision-tables-configure/SKILL.md +0 -439
- package/skills/industries-energy-utilities-configure/SKILL.md +0 -251
- package/skills/industries-eu-cloud-multisite-configure/SKILL.md +0 -1008
- package/skills/industries-eu-new-connections-configure/SKILL.md +0 -30
- package/skills/industries-explainability-msg-template-configure/SKILL.md +0 -135
- package/skills/industries-expression-set-message-token-configure/SKILL.md +0 -135
- package/skills/industries-field-service-settings-configure/SKILL.md +0 -82
- package/skills/industries-form-framework-settings-configure/SKILL.md +0 -30
- package/skills/industries-fsc-ai-settings-configure/SKILL.md +0 -57
- package/skills/industries-fsc-association-engine-settings-configure/SKILL.md +0 -172
- package/skills/industries-fsc-b2b-settings-configure/SKILL.md +0 -61
- package/skills/industries-fsc-insurance-settings-configure/SKILL.md +0 -58
- package/skills/industries-fsc-visa-fulfillment-setup-configure/SKILL.md +0 -103
- package/skills/industries-fsc-wealth-agent-settings-configure/SKILL.md +0 -117
- package/skills/industries-fsc-wealth-settings-configure/SKILL.md +0 -99
- package/skills/industries-fundraising-gift-entry-settings-configure/SKILL.md +0 -120
- package/skills/industries-fundraising-rfm-configure/SKILL.md +0 -128
- package/skills/industries-fundraising-settings-configure/SKILL.md +0 -145
- package/skills/industries-fundraising-source-code-gen-configure/SKILL.md +0 -299
- package/skills/industries-google-maps-api-key-settings-configure/SKILL.md +0 -87
- package/skills/industries-grantmaking-intelligence-settings-open/SKILL.md +0 -58
- package/skills/industries-hc-score-category-settings-configure/SKILL.md +0 -167
- package/skills/industries-health-engagement-settings-configure/SKILL.md +0 -218
- package/skills/industries-home-health-agentforce-setup-configure/SKILL.md +0 -131
- package/skills/industries-home-health-bundling-policy-create/SKILL.md +0 -50
- package/skills/industries-home-health-entity-labels-configure/SKILL.md +0 -29
- package/skills/industries-home-health-fsl-package-deploy/SKILL.md +0 -71
- package/skills/industries-home-health-fsl-settings-validate/SKILL.md +0 -27
- package/skills/industries-home-health-guided-setup-care-and-skill-get/SKILL.md +0 -80
- package/skills/industries-home-health-guided-setup-configure/SKILL.md +0 -836
- package/skills/industries-home-health-guided-setup-enable-org-fsl-get/SKILL.md +0 -55
- package/skills/industries-home-health-guided-setup-get-org-ready-get/SKILL.md +0 -61
- package/skills/industries-home-health-licenses-assign/SKILL.md +0 -27
- package/skills/industries-home-health-operating-hours-create/SKILL.md +0 -40
- package/skills/industries-home-health-scheduling-policy-create/SKILL.md +0 -41
- package/skills/industries-home-health-service-objective-create/SKILL.md +0 -22
- package/skills/industries-home-health-skills-create/SKILL.md +0 -31
- package/skills/industries-home-health-users-create/SKILL.md +0 -29
- package/skills/industries-icm-act3-toggles-configure/SKILL.md +0 -198
- package/skills/industries-icm-act5-genai-suggested-assessments-configure/SKILL.md +0 -361
- package/skills/industries-icm-act6-mcg-integration-configure/SKILL.md +0 -550
- package/skills/industries-integrated-care-management-configure/SKILL.md +0 -168
- package/skills/industries-object-enablement-configure/SKILL.md +0 -86
- package/skills/industries-tpm-system-processing-service-configure/SKILL.md +0 -64
- package/skills/integration-apex-settings-configure/SKILL.md +0 -61
- package/skills/marketing-e360-email-archiving-configure/SKILL.md +0 -73
- package/skills/platform-custom-permissions-configure/SKILL.md +0 -687
- package/skills/platform-label-workbench-import-create/SKILL.md +0 -67
- package/skills/platform-privacy-agent-settings-configure/SKILL.md +0 -752
package/skills/service-itsm-agentic-setup-incident-management/references/incident-persona-psg.md
CHANGED
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@@ -51,7 +51,7 @@ licensing is part of the orchestrator's **Major Incident Management** feature).
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existing assignments (idempotency); assigning the missing backing PSL(s) and then the PSG; verifying by
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read-back.
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- **Out of scope**: the **Major Incident Manager** PSG; creating / editing / recalculating a PSG or its
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membership; enabling ITSM / incident-management features (`
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membership; enabling ITSM / incident-management features (the `IncidentMgmt` SOR's master-feature steps); the
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`IncidentFulfiller` permission **set** for the Fulfiller **agent's** access
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(`service-itsm-agentic-setup-itsm-agentforce-permset-assign`); CMDB access
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(`service-itsm-agentic-setup-cmdb-access-assign`); generic, non-incident permission-set / PSG assignment
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## Preconditions
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- **ITSM Incident Management must be provisioned** — the incident persona PSGs must exist on the org. If
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neither is found, **stop and
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neither is found, **stop and report that the personas are not provisioned**; the master-feature
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prerequisite is handled by the orchestrator, but enabling it does not prove the PSGs exist.
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- **The acting user must be able to assign permission sets** (the SOR gates writes on it). A write that
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fails with an access error that is not a duplicate → surface it plainly and stop; an admin must do it.
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- **Each backing license consumes a seat.** A seat-exhausted license blocks that persona; report it.
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## Operations (shapes come from `describe`)
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1. **Resolve which incident persona PSGs exist (read).** Look up the two PSGs by `DeveloperName`
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(`IncidentFulfillerPSG`, `IncidentManagerPSG`) with **no `NamespacePrefix` filter**. None found →
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-
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(`IncidentFulfillerPSG`, `IncidentManagerPSG`) with **no `NamespacePrefix` filter**. None found →
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stop and report that the personas are not provisioned. Capture each PSG's Id and status.
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2. **Resolve the target user (read).** To exactly one active user. For "me" / "the current user", read the
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API root's identity (the running user's `005…` Id) — **not** the `USER_ID()` SOQL function (Apex-only)
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and **not** the Chatter current-user endpoint (fails when Chatter is off). Zero / multiple → disambiguate.
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```
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Repeat the `Persona:` block per PSG if both were chosen. Report only what read-back confirmed. If the
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personas are not on the org, say so
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personas are not on the org, say so without claiming master enablement will provision them.
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## Common failures (surface in plain language)
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| Symptom | Likely cause | What to tell the user |
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|---------|--------------|-----------------------|
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| No incident PSG on the org |
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| No incident PSG on the org | Incident persona PSGs not provisioned | The incident personas aren't set up yet — stop and report the missing PSGs |
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| Duplicate on assign | User already has that grant | Not an error — report as already assigned |
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| Seat / limit error on a license | An incident license has no free seats | A seat must free up (or more licenses added); the persona is incomplete without it |
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| PSG assigned but some actions missing | A backing license wasn't assigned, or the PSG is still recalculating | Confirm every backing license is assigned; if it's settling, retry in a moment |
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package/skills/service-itsm-agentic-setup-incident-management/references/incident-preferences.md
CHANGED
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four meta-tools (`discover`, `describe`, `dispatch_readonly`, `dispatch`). The org comes from the OAuth JWT
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on the MCP session — never handle an org id, alias, or credentials. Minimum API version **67.0**.
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This is **not** the master Incident Management on/off switch (
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This is **not** the master Incident Management on/off switch (the master-feature steps of the `IncidentMgmt` SOR) nor
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the Incident Priority Matrix (`service-itsm-incident-priority-configure`).
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## Delegate to the Setup Operation Recipe
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| SOR | Owns | Status |
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|-----|------|--------|
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| **`IncidentMgmt`**
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| **`IncidentMgmt`** | Read a preference; toggle a preference; verify a preference read-back | Served |
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Discover by intent — e.g. `discover("configure ITSM incident management preferences: automatically triage
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incidents, assign incidents with Einstein, enable rich text for incident descriptions")`.
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> **Resolve the right node — load-bearing.** Two setup nodes share the "Incident" name. Target the
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> **ITSM Incident Management org-preferences** node
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>
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> (`
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>
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> the wrong node.
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> **ITSM Incident Management org-preferences** node whose toggles are the six below — **not** the
|
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> Service-Foundation "Incident Management" node, whose toggles are broadcast/notification channels
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> (Email/Sites/Alerts/Slack). The `IncidentMgmt` SOR also owns the master on/off switch; a `discover`
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> result about broadcast channels is the wrong node.
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## Operations (shapes come from `describe`)
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35
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@@ -78,7 +77,7 @@ phrasing and the known-name enumeration.
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surface the raw access error and stop.
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- **Incident Management provisioned**: these preferences are writable only when Incident Management is
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enabled at the feature/license level. If reads or writes fail with an availability error, say the feature
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must be enabled first (`
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must be enabled first (the `IncidentMgmt` SOR's master-feature steps) and stop.
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## Workflow
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84
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@@ -124,7 +123,7 @@ and what it means (e.g. "that setting can't be turned on once incidents exist").
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|---------|--------------|-----------------------|
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| Enable of "Restrict Assigned Group…" fails | The org already has Incident records (server freezes it) | That setting can only be turned on before any incidents exist; it can't be enabled now |
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| Read/write blocked with an access error | Caller lacks ITSM setup access | An admin with setup access must make this change |
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-
| Read/write unavailable on the org | Incident Management not enabled | Enable Incident Management first
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| Read/write unavailable on the org | Incident Management not enabled | Enable Incident Management first through the `IncidentMgmt` SOR's master-feature steps |
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| Change didn't persist on read-back | Write did not take | Report it as failed and show the current state; do not claim success |
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| `dispatch*` auth error | headless-360 session not authenticated / expired | Re-authenticate the connection and confirm it points at the intended org |
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@@ -144,5 +143,5 @@ missing setup access or an unauthenticated session. A `404` = the operation is n
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- Read or write against the Service-Foundation `IncidentManagement` node (broadcast channels) — wrong node.
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144
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- Read or write any preference name the SOR does not list — an unknown name reads as `false` and is
|
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rejected on write.
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-
- Toggle the **master** Incident Management switch
|
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+
- Toggle the **master** Incident Management switch as part of this preferences feature (use the orchestrator's prerequisite over the `IncidentMgmt` SOR) or the
|
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147
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**Incident Priority Matrix** (`service-itsm-incident-priority-configure`).
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@@ -25,7 +25,7 @@ routes are not always ranked first; only a `404` from the dispatch itself means
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Read each step's `status` from `describe`: `implemented` = live; `proposed` = not served on every org yet.
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> **MIM is configured by the two surfaces below.** The only feature that must be *on* first is **base**
|
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-
> Incident Management (
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> Incident Management (the master-feature steps of the `IncidentMgmt` SOR) — see Preconditions.
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### Transports MIM uses (all via the same `dispatch*` tools)
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@@ -44,7 +44,7 @@ Read each step's `status` from `describe`: `implemented` = live; `proposed` = no
|
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precondition, licensing approvers with the **Major Incident Manager permission-set license** and standing
|
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up the approvers **public group**. Verify every write by read-back.
|
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46
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- **Out of scope**: base Incident Management enablement
|
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47
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-
(`
|
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47
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+
(the `IncidentMgmt` SOR's master-feature steps — a prerequisite); the Incident Fulfiller / Incident Manager
|
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48
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**persona** PSG (the orchestrator's **Persona** feature — see `references/incident-persona-psg.md`);
|
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49
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Problem / Change / Case Management; the Priority Matrix; SLA / entitlement setup; any MIM org preference
|
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50
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**other than** the two allowlisted.
|
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@@ -53,8 +53,8 @@ Read each step's `status` from `describe`: `implemented` = live; `proposed` = no
|
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53
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54
54
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The acting user needs **ITSM setup access** (the SOR gates every MIM route on it), and:
|
|
55
55
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|
|
56
|
-
1. **Base Incident Management must be enabled** — MIM layers on it.
|
|
57
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-
`
|
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56
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1. **Base Incident Management must be enabled** — MIM layers on it. The orchestrator first follows the
|
|
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+
`IncidentMgmt` SOR's read/confirm/enable/verify prerequisite; stop if it cannot confirm ENABLED.
|
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58
|
2. **Approvers must hold the Major Incident Manager permission-set license.** This is a **LICENSE** —
|
|
59
59
|
granted via `PermissionSetLicenseAssign` (`{AssigneeId, PermissionSetLicenseId}`), **never** a
|
|
60
60
|
`PermissionSetAssignment`. Group-user validation requires every direct and transitive user of a group
|
|
@@ -135,7 +135,7 @@ Major Incident Management
|
|
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135
135
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```
|
|
136
136
|
|
|
137
137
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Report only what read-back confirmed; omit lines for surfaces out of the requested scope. If base Incident
|
|
138
|
-
Management
|
|
138
|
+
Management cannot be confirmed on, say so and stop without configuring MIM.
|
|
139
139
|
|
|
140
140
|
## Common failures (surface in plain language)
|
|
141
141
|
|
|
@@ -158,5 +158,5 @@ Management is off, say so and name `service-itsm-incident-mgmt-configure`.
|
|
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158
158
|
- Designate a **group** approver without `validate-group-users` returning **true** first.
|
|
159
159
|
- Reassign without removing the existing designation first (create is a silent no-op).
|
|
160
160
|
- Send any preference name other than `AutoCreationOfProblem` / `AutoClosureChildIncidents`.
|
|
161
|
-
- Attempt MIM setup when base Incident Management is off —
|
|
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|
+
- Attempt MIM setup when base Incident Management is off — first complete the `IncidentMgmt` master-feature prerequisite.
|
|
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162
|
- Pass `dispatch` the `{operation_id, arguments}` shape — it takes raw HTTP.
|
package/skills/service-itsm-agentic-setup-incident-management/references/service-mgmt-privilege.md
CHANGED
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@@ -70,7 +70,7 @@ keyed on the org preference **`PrivilegeAssignmentEnabled`**.
|
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70
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name: service-itsm-agentic-setup-incident-sla-configure
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description: "End-to-end Incident SLA setup for Service Cloud ITSM — the policy's Business Hours (reuse a named schedule, or create one from described hours or a time zone), MilestoneTypes, an Incident-scoped SLA Policy (SlaProcess), Milestones with criteria, and the Entitlement so Incidents get an EntityMilestone with a computed TargetDate. Use when the user asks to create or set up an Incident SLA policy (predefined or custom, with or without specific business hours), configure SLA milestones on Incidents, set up entitlement processes for ITSM, or enable SLA tracking for incident management. For Incidents, use this instead of the single-step SLA policy, milestone, or activation skills. DO NOT TRIGGER when: the user asks about Case entitlements or Case SLA (not Incident), querying existing SLA policies without setup intent, general Entitlement sObject CRUD unrelated to Incident, or Milestone queries for reporting purposes only."
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apiName `service-cloud-itsm-setup`. Ask nothing else until it is `ENABLED`.
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EntityMilestone (with a computed TargetDate) on every Incident with an Entitlement, all via the
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criteria) → **activate the policy** (`createEntitlement=true`, which auto-provisions the Entitlement —
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leaf capabilities** (`csp-sun/MilestoneTypes`, `create-sla-policy`, `create-milestone`,
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`create-milestone-action`, `activate-sla-policy`, `create-entitlement-criteria`), which own the
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The Phase
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request — the optional auto-apply criterion) + verifying SLA
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engagement on Incident records; gating
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**SLA Management for IT Service** (Phase
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**SLA Management for IT Service** (Phase 1c); offering the OOB *Standard Support for Incidents*
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policy vs a custom one (Phase 2, Incident only) — all via `headless-360` MCP.
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confirm before mutating); **milestone strategy?** (Phase 3b); **milestone criteria?** (default
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Phase 1a gate, then the Phase 1b Incident Management gate, then the Phase 1c gate, first and in that order.** Then: (`headless-360` binds to the current OAuth session, so do not ask which org); **milestone strategy?** (Phase 3b); **milestone criteria?** (default
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`Status != Closed` + pattern-specific filters). **Do not ask for an Account** — Incident has no
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the `IncidentMgmt` SOR with that confirmation → use its verify step before continuing. Missing,
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error, blocked, or any other status halts and points to Setup.
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`NOT_ENABLED` with no blocked reasons → its own Yes/No “Incident Management is off — enable it now?” via `AskUserQuestion`, delegate to the
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writes; delegate to `itsm-shakti/SLASettings`. Read both flags first. If either is off, ask with
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`AskUserQuestion` before ANY write, as two separate questions: **Q1** “SLA Management for IT Service
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is off — enable it now?” (Yes/No; only when SLA Management is off), then **Q2** the SLA Versioning
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permanence ack (Enable / Stop; exact wording in `references/mcp-invocation.md`). Never merge them, never
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preview later steps before each is answered, and never treat a Yes at Phase 1a/1b or the original
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request as consent; any No → HALT.
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`Incident.Priority` picklist before the fork (custom values → recommend Custom); warn if the
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priority matrix is off (only the default tier fires); Business Hours note only if the user
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specified hours. Predefined → 4B → 5 (if asked) → 6 → **STOP**;
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Custom → 3a → 3b → 3c → 4A → 5 (if asked) → 6.
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- **Phase 3a — Preflight.**
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HALT, `NOT_ENABLED` → one ack + delegate), `discover`/`describe` the SLA ops, Incident describe,
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- **Phase 3a — Preflight.** Step 1 only reuses the Phase 1b Incident Management result; then `discover`/`describe` the SLA ops, Incident describe,
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resolve Business Hours, idempotency probe. No Account. `401`/`403`/`404` → halt with the raw error.
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| Constraint | Rationale |
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|-----------|-----------|
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| Gate **IT Service Management enablement**
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| Gate **SLA Management** first (Phase
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| Gate **IT Service Management enablement** (Phase 1a), then **Incident Management** (Phase 1b, its own Yes/No) before Phase 1c — exact apiNames only, never a look-alike; rules as in the phase list above | Higher-level org gate sits above every ITSM feature |
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| Gate **SLA Management** first (Phase 1c) — **two separate writes** (SLA Management, then the one-way **SLA Versioning**); **two separate `AskUserQuestion`s before any write (Q1 SLA Management Yes/No, then Q2 permanence) — never merged, never inferred from an earlier gate's Yes**; decline/blocked/verify-fail → **HALT**; re-read + report real state | Versioning is irreversible; writes don't confirm state |
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| Offer **predefined (OOB)** first (Phase 2, Incident only); detect before seed; if chosen, seed → verify → **STOP** (no custom upsell) | OOB seed isn't idempotent — re-seed duplicates |
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| `discover` + `describe` before any mutation | Catches a missing SLA surface / disabled Incident Mgmt early |
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| Ask (`AskUserQuestion`) the milestone strategy — never silently default to Single | Real ITSM policies have >1 milestone |
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| Reuse one MilestoneType per shared name; a distinct one per distinct concern | Runtime keys milestones by MilestoneType |
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| Multi-milestone: halt on any milestone-create failure (no half-attached policy) | Partial attach diverges from the confirmed plan |
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| Priority-tiered: reconcile every `Priority` value against the live picklist before dispatch — drop/rename standard rows that don't match **and add a milestone for each custom active value** the org added | Server accepts any string → an unknown value is a dead milestone; a custom value with no milestone gets no SLA |
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| **Delegate every write to
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| **Delegate every owned write** — prerequisite feature enables to the `IncidentMgmt` SOR; SLA writes to their approved SLA leaves (`MilestoneTypes`, `create-sla-policy`, `create-milestone`, `create-milestone-action`, `activate-sla-policy`, `create-entitlement-criteria`). The Phase 4A step 1 Business Hours create remains inline because no served SOR owns it | Single contract-owner per write; re-deriving an owned contract here would drift from its served owner |
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| **Business Hours** (Custom): honor a named schedule, described calendar, or time zone (time zone only → ask 24×7 (recommended) or custom hours; reuse a match, else create one after the Phase 3c confirm); zero active → offer a 24×7 create. Never set `IsDefault` or modify an existing record. Predefined: the seeder always uses the org default — warn only if the user specified hours | Default 24×7 or the customer's own calendar; `BusinessHours` is not API-deletable, so creates are confirmed first |
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| **Custom flow**: activation provisions the auto-Entitlement (`activate-sla-policy`: `isActive` + `createEntitlement` as **QUERY params**) — matching Incidents then engage **per-Incident via `EntitlementId`** (**not** a manual sObject Entitlement, and no Account). An org-wide auto-apply criterion via `create-entitlement-criteria` is **optional** — only on an explicit always-match request, never by default. **OOB seed path**: one seeder call (`save-selected-options`, lowercase `selectedOptions`) provisions the entire active bundle incl. the Entitlement — no per-leaf calls, no manual `POST /sobjects/Entitlement`, no activate PATCH | Custom: one call activates **and** provisions, so a manual `POST /sobjects/Entitlement` would duplicate it. OOB: the platform seeder builds and activates the whole default bundle server-side, so the skill neither rebuilds it leaf-by-leaf nor provisions the Entitlement by hand |
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| **No record Id in any message** (see Output contract, incl. reused artifacts); `AskUserQuestion` labels customer-facing (no "demo"/internal defaults) | Leaked Ids / internal framing look unprofessional to the customer |
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## Verification Checklist
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- [ ] **IT Service Management enablement gated (Phase 1a)** — exact apiName `service-cloud-itsm-setup` read `ENABLED`
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- [ ] **
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- [ ] **IT Service Management enablement gated (Phase 1a)** — exact apiName `service-cloud-itsm-setup` read exact `ENABLED`, or exact `NOT_ENABLED` with no blocked reasons received one Yes/No enable question delegated to the `IncidentMgmt` SOR and its verify step confirmed exact `ENABLED`; declined, blocked, missing, error, or unexpected status → **HALTED** before Phase 1b.
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- [ ] **Incident Management gated (Phase 1b)** — exact `service-cloud-itsm-incident` `ENABLED` via live read, or delegated to the `IncidentMgmt` SOR after its own Yes/No when `NOT_ENABLED` (`NOT_AVAILABLE` → HALT); its verify step confirmed `ENABLED` — not a user assertion, not a look-alike.
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- [ ] **SLA Management gated (Phase 1c)** — SLA Management + SLA Versioning both on (two separate writes), only after Q1 (SLA Management Yes/No) and the separate Q2 **permanence ack**, each asked via `AskUserQuestion`; reported state = a re-read, not the write. Declined / blocked / verify-fail → **HALTED** before Phase 2/3a, no artifacts.
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- [ ] **Predefined vs Custom offered (Phase 2)** — with the feature ON, OOB *Standard Support for Incidents* offered first; if present, reported not re-seeded; if chosen, seeded (2 MilestoneTypes + 6 milestones + Entitlement), verified, **no** custom offer after.
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- [ ] Master Incident Mgmt pref (exact `service-cloud-itsm-incident`) `ENABLED` via live read, or delegated when `NOT_ENABLED` (`NOT_AVAILABLE` → HALT) — not a user assertion, not a look-alike.
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- [ ] `discover`/`describe` confirmed the SLA Connect ops.
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- [ ] Incident describe returned 200 with `EntitlementId`, `SlaStartDate`, `SlaExitDate`.
|
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- [ ] Active Business Hours resolved and named in the confirmed plan — the user's named schedule / a matching calendar / the org default / a user-selected record, or a create (described calendar or 24×7 when none exist) confirmed at Phase 3c, then SOQL-verified active. Predefined: the seeded policy's Business Hours reported by name (or "none").
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- [ ] Writes **delegated to the SLA leaves** in order — the four core writes: MilestoneType(s) → Policy → Milestone(s) → activate + auto-Entitlement (the optional org-wide auto-apply criterion only if explicitly requested); any milestone-create failure halted (no partial attach). Trivial on no-op.
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- [ ] **Milestone actions (Phase 5)** — if requested, attached to **every** named milestone; each confirmed from `body.success` + `actionMappings`, not the `201`; full set narrated before write.
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- [ ] SLA Policy verified via SOQL, not the create response (no-op: the Phase-3a read is the verification).
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-
- [ ] Test Incident has ≥1 EntityMilestone on the **correct tier** with a `TargetDate` (the engagement proof; Priority matched for Priority-tiered); expected milestone(s) present. Matrix off / still order-1 after one retry → reported "other tiers not checked" + pointed to
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+
- [ ] Test Incident has ≥1 EntityMilestone on the **correct tier** with a `TargetDate` (the engagement proof; Priority matched for Priority-tiered); expected milestone(s) present. Matrix off / still order-1 after one retry → reported "other tiers not checked" + pointed to the Priority Matrix setting in Setup, no recreate loop. `SlaStartDate` populated confirms it too, but may be null when the Entitlement is auto-applied via criteria — not a failure. Skip on no-op.
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- [ ] **No record Id in any message** — interim narration *and* final report; artifacts by name, test Incident by `IncidentNumber` (see Output contract).
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- [ ] Before/after + summary shown; no-op states the pre-existing config verbatim + "no changes made".
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@@ -198,6 +207,6 @@ Use the `examples/output-templates.md` templates; fill placeholders as-is. The s
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## Related Skills
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The priority matrix (Impact × Urgency → Priority) is separate
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if a Priority-tiered strategy is requested but `Incident.Priority` lacks values, direct the user
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first. Other ITSM flows (Major Incident Mgmt, custom fields) are out of scope.
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The priority matrix (Impact × Urgency → Priority) is separate and not configured here;
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if a Priority-tiered strategy is requested but `Incident.Priority` lacks values, direct the user to the
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Priority Matrix setting in Setup first. Other ITSM flows (Major Incident Mgmt, custom fields) are out of scope.
|
package/skills/service-itsm-agentic-setup-incident-sla-configure/examples/milestone-patterns.md
CHANGED
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|
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| Priority-tiered needs a Priority | The test Incident in Phase 6 must derive a `Priority` value matching one of the milestones — otherwise no EntityMilestone spawns. `Priority` is not directly insertable — set `Impact` and `Urgency` so the org's matrix derives the target Priority (see `references/mcp-invocation.md` → Verify SLA engagement) — subject to the Phase 6 step 2 stopping rule. |
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| Multi-milestone partial-failure | If milestone #2 of N fails to attach, halt and surface the raw error. Do NOT continue attaching #3..N — the policy will be half-configured. |
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| `order` field | Numeric 1..N. Not load-bearing for runtime evaluation (all milestones fire independently), but controls display order in the UI. |
|
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| Priority-tiered + Priority Matrix
|
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| Priority-tiered + Priority Matrix | `Incident.Priority` is derived from the Impact × Urgency matrix only when the matrix is **on** (`IncPriorityMatrixEnabled`); when it is off, every Incident gets the org's default priority, so only that tier's milestone fires. The Priority Matrix setting in Setup turns the matrix on and configures the mapping — do that first (see `references/mcp-invocation.md` → Priority matrix flag). |
|
package/skills/service-itsm-agentic-setup-incident-sla-configure/references/mcp-invocation.md
CHANGED
|
@@ -18,9 +18,9 @@ skill never handles credentials or an org alias — everything is derived from t
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18
18
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- [Response envelope](#response-envelope)
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19
19
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- [Routes](#routes)
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20
20
|
- [Phase 1a — IT Service Management enablement gate](#phase-1a--it-service-management-enablement-gate)
|
|
21
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- [Phase 1b —
|
|
21
|
+
- [Phase 1b — Incident Management prerequisite gate (direct read)](#phase-1b--incident-management-prerequisite-gate-direct-read)
|
|
22
|
+
- [Phase 1c — SLA Management for IT Service prerequisite gate](#phase-1c--sla-management-for-it-service-prerequisite-gate)
|
|
22
23
|
- [Discovery — always run first](#discovery--always-run-first)
|
|
23
|
-
- [Preflight A — Master Incident Management pref (direct read)](#preflight-a--master-incident-management-pref-direct-read)
|
|
24
24
|
- [Preflight B — SLA fields on the Incident sObject](#preflight-b--sla-fields-on-the-incident-sobject)
|
|
25
25
|
- [Resolve Business Hours](#resolve-business-hours)
|
|
26
26
|
- [Create MilestoneType](#create-milestonetype)
|
|
@@ -41,7 +41,7 @@ singly wrapped:
|
|
|
41
41
|
{ "status_code": 200, "body": <REST/Connect response> }
|
|
42
42
|
```
|
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43
43
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|
|
44
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-
Read `body`. The `/headless/invoke/platform/slasettings/…` routes (Phases
|
|
44
|
+
Read `body`. The `/headless/invoke/platform/slasettings/…` routes (Phases 1c, 2 and 4B) return the
|
|
45
45
|
same shape: the invoke envelope is unwrapped before the response reaches you, so read `body` for
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them too.
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47
47
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@@ -51,10 +51,10 @@ them too.
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| Method + path | Purpose |
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53
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|
|---------------|---------|
|
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| `PATCH /headless/invoke/platform/slasettings/set-sla-management-permission` | Phase 1c — turn SLA Management on (`isEnabled:true`; flips the three prefs atomically; requires Entitlements already on or it throws). **Reversible.** Delegated to `itsm-shakti/SLASettings` |
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## Phase 1a — IT Service Management enablement gate
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via the same Setup Discovery Connect API used by
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above every per-feature ITSM master toggle, including Master Incident Management (Phase 1b). Read
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via the same Setup Discovery Connect API used by Phase 1b:
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```json
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before continuing.
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`AskUserQuestion` (single-select, exactly two options: Yes and No): **“IT Service Enablement is off —
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enable it now?”** The options are exactly “Yes” and “No”, with no other text in the question
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or options. Do not preview later steps before it is answered.
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not read exact `ENABLED`, halt, surface the raw error or blocked reasons, and point to Setup.
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its steps by `id`, and `dispatch` each step exactly as the SOR defines it. Never call `Skill` for
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it and never invent an enable URL.
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- **No** → halt, point to Setup for manual enablement.
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- Missing entry, error, blocked reasons, or any other status → halt and point to Setup; do not
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ask to enable and do not delegate.
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---
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## Phase 1b —
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## Phase 1b — Incident Management prerequisite gate (direct read)
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The master ITSM Incident Management pref is exposed on the **Setup Discovery Connect API**
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under `apiName = service-cloud-itsm-incident`. The setup-org-preferences endpoint does not
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expose the master (`IncidentMgmtEnabled` / `ITSMIncidentMgmtEnabled` both 404) — read via
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Setup Discovery instead.
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```json
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```
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`apiName == "service-cloud-itsm-incident"` — the **exact** apiName. Read its `status`
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(`ENABLED` / `NOT_ENABLED` / `NOT_AVAILABLE`).
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> **Never substitute a look-alike.** The catalog also contains `service-cloud-incident-management`
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> — that is **generic Service Cloud Incident Management** (built on Case Management, so its
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> `dependencyStatuses` chain through `service-cloud-case-management` → Support Settings Default Case
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> Owner + Automated Case User). It is **not** the ITSM master this skill targets, and enabling it
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> (plus its Case chain) does **not** unlock ITSM Incident SLA. If `service-cloud-itsm-incident` is
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> absent or `NOT_AVAILABLE`, do **not** fall back to it — halt (see below).
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**Status → action** (never auto-enable the master as an implied SLA dependency):
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- `ENABLED` → proceed.
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- `NOT_AVAILABLE` (ITSM Incident Management license/entitlement not present on the org) → **halt and
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surface it** — the master cannot be enabled here, so there is no ack and no delegate. This is the
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correct terminal outcome on an unlicensed org (do not pursue Case Management / generic Incident
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Management as a workaround).
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- `NOT_ENABLED` → get an explicit `AskUserQuestion` ack first (per `references/workflow.md` Phase 1b), phrased
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as the delegate's own confirm payload — `Master Incident Management: NOT_ENABLED → ENABLED` — then
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delegate to the `IncidentMgmt` SOR, stating that the user already confirmed this exact change
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in this conversation. That "yes" **is** the delegate's confirm-to-write (same change, same session,
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nothing written in between), so do **not** ask a second time. Run the delegate's
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`read-itsm-incident-feature-status`, `enable-itsm-incident-feature`, and
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`verify-itsm-incident-feature-status` steps, and require exact `ENABLED` before continuing. If the
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user declines, halt — every downstream SLA artifact depends on the master being on.
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Delegating means the MCP tools, not a Claude Code skill: `describe` the `IncidentMgmt` SOR, read
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its steps by `id`, and `dispatch` each step exactly as the SOR defines it. Never call `Skill` for
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it and never invent an enable URL.
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## Phase 1c — SLA Management for IT Service prerequisite gate
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**SLA Management for IT Service reads as fully enabled only when BOTH sub-settings are on —
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Simplified SLA Setup AND SLA Versioning.** In Setup it shows **In Progress** while either is off. Both
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the reads, not a fixed script.
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- If **both** SLA Management and Versioning are already on → skip the acks; the gate passes.
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- **Q1 —
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- **Q1 — SLA Management enable (only if SLA Management reads off), asked before the first write:** ask
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**“SLA Management for IT Service is off — enable it now?”** (single-select, exactly two options: Yes and
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No; never plain text; the options are exactly “Yes” and “No”, with no other text; ask every time and do
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not preview later steps before it is answered). Present it as reversible with **no** permanence
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warning. A No → HALT, point to Setup, make no changes. Incident Management was already asked at Phase 1b
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and its Yes does not cover this write.
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- **Q2 — permanence ack (a distinct question, asked before the Versioning write and after Q1 is verified):**
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if Versioning is off → ask via `AskUserQuestion`, in customer terms: enabling **SLA Versioning** **can't
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be turned off once enabled** — SLA Management itself can be turned off again later, but that will
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**not** turn Versioning back off; Versioning is permanent. Offer **Enable** or **Stop — make no
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changes**. Ask it even when the user already said “enable SLA”.
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- **Any decline — including a request to enable SLA Management but *not* Versioning — means HALT.**
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The gate needs Versioning on, and there is no way to honor "SLA Management without Versioning" as a
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completed gate; enable **no further** writes and do not proceed to SLA/milestone setup (a reversible
|
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@@ -267,47 +312,6 @@ does not index this surface — direct the user to Setup and stop.
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---
|
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## Preflight A — Master Incident Management pref (direct read)
|
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The master ITSM Incident Management pref is exposed on the **Setup Discovery Connect API**
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under `apiName = service-cloud-itsm-incident`. The setup-org-preferences endpoint does not
|
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expose the master (`IncidentMgmtEnabled` / `ITSMIncidentMgmtEnabled` both 404) — read via
|
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Setup Discovery instead.
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```json
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mcp__headless-360__dispatch_readonly({
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"url": "/services/data/v{version}/connect/setup/discovery/features",
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"method": "GET"
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})
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```
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The endpoint returns the full feature catalog (~763 entries, ~1.1 MB) and does not honor
|
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|
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`?apiName=` server-side. Filter `body.features[]` client-side to the element where
|
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`apiName == "service-cloud-itsm-incident"` — the **exact** apiName. Read its `status`
|
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(`ENABLED` / `NOT_ENABLED` / `NOT_AVAILABLE`).
|
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-
|
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> **Never substitute a look-alike.** The catalog also contains `service-cloud-incident-management`
|
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290
|
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> — that is **generic Service Cloud Incident Management** (built on Case Management, so its
|
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291
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> `dependencyStatuses` chain through `service-cloud-case-management` → Support Settings Default Case
|
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292
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> Owner + Automated Case User). It is **not** the ITSM master this skill targets, and enabling it
|
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> (plus its Case chain) does **not** unlock ITSM Incident SLA. If `service-cloud-itsm-incident` is
|
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> absent or `NOT_AVAILABLE`, do **not** fall back to it — halt (see below).
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**Status → action** (never auto-enable the master as an implied SLA dependency):
|
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- `ENABLED` → proceed.
|
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- `NOT_AVAILABLE` (ITSM Incident Management license/entitlement not present on the org) → **halt and
|
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surface it** — the master cannot be enabled here, so there is no ack and no delegate. This is the
|
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correct terminal outcome on an unlicensed org (do not pursue Case Management / generic Incident
|
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302
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Management as a workaround).
|
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|
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- `NOT_ENABLED` → get an explicit `AskUserQuestion` ack first (per `references/workflow.md` Phase 3a step 1), phrased
|
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as the delegate's own confirm payload — `Master Incident Management: NOT_ENABLED → ENABLED` — then
|
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delegate to `service-itsm-incident-mgmt-configure` inline, which writes
|
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`POST .../setup/discovery/feature/service-cloud-itsm-incident/enable`. That "yes" **is** the
|
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delegate's confirm-to-write (same change, same session, nothing written in between) — do **not**
|
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ask the user a second time. Re-read this step to verify `status == "ENABLED"` before continuing. If
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the user declines, halt — every downstream SLA artifact depends on the master being on.
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315
|
## Preflight B — SLA fields on the Incident sObject
|
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316
|
|
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317
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```json
|
|
@@ -321,7 +325,7 @@ Confirm `body.fields[]` includes `EntitlementId`, `SlaStartDate`, and `SlaExitDa
|
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325
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describe 404s or the fields are missing, Entitlement Management is not enabled for Incident —
|
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|
stop and direct the user to **Setup → Incident Management / Entitlement Settings**. This is
|
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a **secondary sanity check on the SLA-field surface**, not the master-pref state signal;
|
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Phase 1b is the master-state signal.
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329
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330
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The response is large (~86 KB). If your host truncates it, filter with a grep-style search rather
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than reading the whole body — you only need to confirm those three field names exist.
|
|
@@ -712,8 +716,8 @@ mcp__headless-360__dispatch_readonly({
|
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712
716
|
|
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713
717
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`false` → the Impact × Urgency matrix is off and every Incident gets the org's default priority, so a
|
|
714
718
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priority-tiered policy (the predefined one, or Custom Priority-tiered) only fires that tier's
|
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715
|
-
milestones. Warn the user and point to
|
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716
|
-
matrix from this skill
|
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719
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+
milestones. Warn the user and point to the Priority Matrix setting in Setup; never enable the
|
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720
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matrix from this skill. Read-only — not a gate.
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721
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718
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---
|
|
719
723
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|
@@ -778,7 +782,7 @@ if the org's matrix mapped your `Impact`/`Urgency` to a different Priority, adju
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778
782
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input derives the default priority. If the flag is `true` but the derived `Priority` is still the
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783
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order-1 tier after one adjustment, stop. Either way report: the SLA engages (the `EntityMilestone` +
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780
784
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`TargetDate`), the other tiers were **not** checked, why, and that
|
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781
|
-
|
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785
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+
the matrix is configured in Setup (Priority Matrix). Never loop on recreates.
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786
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783
787
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---
|
|
784
788
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