AGENT SKILLS · EQUIPO DE MISIÓN / forcedotcom

forcedotcom · Agent Skills

202 skills with substantive source documentation and an official publisher or observed installation demand. Read each skill’s original documentation through its card.

forcedotcom
Comunidad

platform-metadata-api-context-get

REQUIRED companion for Salesforce metadata generation — load this schema/API-context skill in the SAME turn as ANY metadata generator (if you load a generator, you ALSO load this). Use whenever you create, generate, edit, or author metadata or a -meta.xml file (custom object, field, flow, and 604 Metadata API types): it gives authoritative schema, required flags, and XML structure so files deploy cleanly. Trigger on -meta.xml, metadata schema, api context. DO NOT use for SOQL, DML, runtime sObje

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
23 oct
forcedotcom
Comunidad

platform-metadata-retrieve

ALWAYS USE THIS SKILL to retrieve metadata from an org to your local project with sf project retrieve start. Supports retrieval by all changes, source directory, metadata type (wildcards), manifest (package.xml), or package name, in source or metadata (ZIP) format. Use when the user asks to retrieve, pull, sync, or download metadata, Apex classes, or custom objects. DO NOT TRIGGER for deploying metadata (use platform-metadata-deploy), listing metadata, or generating a package.xml (use platform-m

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
23 oct
forcedotcom
Comunidad

platform-permission-set-generate

Generates correct, deployable Salesforce permission set metadata (PermissionSet XML) with object, field, user, and app permissions. Use this skill when creating or editing permission set metadata, object permissions, field-level security (FLS), tab visibility, or deploying permission sets.

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
23 oct
forcedotcom
Comunidad

platform-quick-deploy

Deploy validated metadata to a Production Salesforce org without re-running tests. TRIGGER when the user wants to deploy to production, says 'quick deploy', 'promote', 'ship to prod', or has just validated and wants to push the change live. REQUIRES a recent sf project deploy validate job ID (≤10 days old, ≤3 days for --use-most-recent). DO NOT TRIGGER for sandbox/scratch deploys (use platform-metadata-deploy) or unvalidated deploys (use platform-deploy-validate first).

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
23 oct
forcedotcom
Comunidad

platform-report-generate

Use when users create, generate, or validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular, summary, matrix, or joined reports with columns, groupings, filters, charts, cross-filters, buckets, formulas, or time-frame filters. Triggers on \"create a report\", \"build a report\", \"add a chart\", or .report-meta.xml deploy errors. Do NOT trigger for Custom Report Type metadata (use platform-custom-report-type-generate), dashboards, list views, running reports in the UI, or SOQL

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
21 oct
forcedotcom
Comunidad

platform-sharing-owd-configure

Use when the user wants to retrieve or update Organization-Wide Default (OWD) sharing settings for Salesforce objects. TRIGGER on org-wide defaults, checking/viewing sharing defaults, changing default access levels (Private, Public Read Only, Public Read/Write, Controlled by Parent), internal/external access for standard or custom objects, making records private, or sharingModel in .object-meta.xml files. DO NOT TRIGGER for sharing rules, criteria-based sharing, role hierarchy, or manual sharing

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
21 oct
forcedotcom
Comunidad

platform-sharing-rules-generate

Use when users get, create, edit, delete, or retrieve Salesforce Sharing Rules metadata for record-level access. TRIGGER on sharing rules, record/criteria-based/role-based/guest-user sharing, sharingCriteriaRules/sharingOwnerRules/sharingGuestRules, .sharingRules-meta.xml files, or sharing records with roles or groups, including viewing or modifying existing rules. DO NOT TRIGGER for permission sets/profiles or object-level (not record-level) security (use platform-permission-set-generate).

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
21 oct
forcedotcom
Comunidad

platform-soql-query

Use when the user needs SOQL/SOSL authoring or optimization: natural-language-to-query generation, relationship queries, aggregates, query-plan/selectivity analysis, and performance or safety improvements. TRIGGER when the user writes, optimizes, or debugs SOQL/SOSL, touches .soql files, or asks about relationship queries, aggregates, or query performance. DO NOT TRIGGER for bulk data operations (use platform-data-manage), Apex DML logic (use platform-apex-generate), or report/dashboard queries.

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
23 oct
forcedotcom
Comunidad

platform-tracing-agentforce-configure

Generate AgentforcePlatformTracingSettings metadata to enable or disable Agentforce agent execution trace spans flowing to Data Cloud. Use this skill for any AgentforcePlatformTracingSettings metadata work. TRIGGER when: user mentions Agentforce tracing, agent trace spans, Data Cloud tracing, AgentforcePlatformTracingSettings, platform observability tracing, enable agent tracing, wants agent execution spans in Data Cloud, mentions .settings-meta.xml for AgentforcePlatformTracing, or asks about e

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
23 oct
forcedotcom
Comunidad

platform-validation-rule-generate

Use this skill when users need to create, modify, or validate Salesforce Validation Rules. Trigger when users mention validation rules, field validation, data quality rules, formula validation, error messages, or validation logic. Also use when users encounter validation errors, need to update formulas, or want to enforce business rules at the data layer. Always use this skill for any validation rule work.

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
21 oct
forcedotcom
Comunidad

platform-value-set-generate

Use to create, generate, or validate a Salesforce GlobalValueSet (reusable picklist shared across fields) or customize a StandardValueSet (built-in picklists like Industry, Lead Source, Opportunity Stage). Trigger on global/standard value set, reusable picklist, .globalValueSet-meta.xml or .standardValueSet-meta.xml, or deploy errors adding values to a standard picklist. DO NOT TRIGGER for a one-off inline picklist on a single field with no reuse — use platform-custom-field-generate.

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
21 oct
forcedotcom
Comunidad

sales-call-scoring-configure

Configure, set up, or repair AI Call Scoring (a.k.a. Call Coaching / Coaching Competencies) on an ECI-enabled Salesforce org. Flips ECICallScoringEnabled via SOAP Metadata API, enables Einstein Generative AI Platform if off, and manages Coaching Competency records (EnablementCompetencyDef Tooling API): install the 6 OOTB set, the 7 Momentum best-practice prompts, or conversationally author/edit/activate/deactivate custom competencies (8-active + 16000/255-char caps). TRIGGER when: user wants to

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-agentforce-contact-center-coordinate

Coordinates end-to-end setup of an Agentforce Contact Center voice channel: gathers country and phone-number-type selections, procures a chosen number, resolves its CommunicationChannelLine, verifies the number is live, and creates an active PstnVoice MessagingChannel. The user picks the routing model: Omni Queue (route to the contact center queue) or Omni Flow (route to an Agentforce agent, creating or reusing the agent plus its routing flows). Use when the user asks to set up an Agentforce Con

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-catalog-template-coordinate

Single entry point for the Unified Catalog Service Process lifecycle in Salesforce — find and deploy Service Process templates, create a Service Process from scratch, activate one, or organize it under a catalog category. It discovers the platform's own guided setup recipe for the requested operation and follows its live steps, so results and safeguards always match the org. Use when a business user wants to work with Unified Catalog or Service Process templates, find or browse templates, deploy

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-itsm-agentic-setup-agentforce-coordinate

Orchestrator for setting up Agentforce in Salesforce Service Cloud ITSM — Agentforce Studio enablement, the IT Service Fulfiller agent, the IT Service Employee agent, specialized employee agents, and human escalation. Use when the user asks to set up Agentforce for ITSM, enable Studio and the Fulfiller/Employee agents together, configure employee-agent escalation, wants a guided Agentforce ITSM walkthrough, or asks what Agentforce features are available for IT Service. Presents available Agentfo

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-itsm-agentic-setup-cmdb-access-assign

Grant a specific user access to CMDB (Configuration Management Database) data in Service Cloud ITSM against a production or sandbox org by assigning the license-backed CMDB permission sets (Configuration Item Reader, Owner, Type Reader, Type Manager) and their permission-set licenses. Use when the user asks to give someone CMDB access, assign CMDB permission sets, grant a user the Configuration Item Reader/Owner role, or fix a CMDB 403 FUNCTIONALITYNOTENABLED that a user still hits after the CMD

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-itsm-agentic-setup-cmdb-bundle-deploy

Deploy (install) the CMDB Foundation base content bundle in Service Cloud ITSM against a production or sandbox org, after the CMDB feature is enabled. Use when the user asks to install the CMDB bundle, deploy CMDB Foundation, set up the CMDB base content, install CMDB out-of-the-box content, or finish CMDB setup with the base bundle. Triggers on: install CMDB bundle, deploy CMDB Foundation, CMDB base content, CMDB content bundle, bundleInstallation, finish CMDB setup. DO NOT TRIGGER when: the us

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-itsm-agentic-setup-cmdb-discovery-configure

Enable CMDB Asset Discovery in Service Cloud ITSM against a production or sandbox org by turning on the service-cloud-itsm-discovery-integration feature, then grant a user the Discovery page by assigning the IT Service Discovery Manager permission set and its license — the final CMDB setup layer, run after the CMDB feature, user access, and content bundle are in place. Use when the user asks to enable CMDB discovery, turn on asset discovery, enable service-cloud-itsm-discovery-integration, grant

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-itsm-agentic-setup-fulfiller-agent-configure

Create and activate the IT Service Fulfiller agent as a Next-Gen Authoring (NGA) native agent from the shipped ITSM Fulfiller template's Agent Script, using the Salesforce CLI (sf): read the template, check idempotency, create the NGA bundle then publish and activate it, then verify it is live. Idempotent per developer name. The Fulfiller agent is the IT-technician-facing assistant for incident triage, case summarization, field updates, and related-record automations. Use when asked to create th

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-itsm-agentic-setup-incident-management

Orchestrator for Incident Management setup in Service Cloud ITSM: presents the features, tracks progress, and configures each — SLA & Milestones, Priority Matrix, Incident preferences, Major Incident Management, Incident persona PSG assignment, Service Management Privilege, and Incident audit tracking. Use for: set up or configure incident management, incident management walkthrough, what incident features can I configure; the incident preference toggles (default field validations, auto-close ch

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-itsm-agentic-setup-incident-sla-configure

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,

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-itsm-agentic-setup-itsm-agentforce-permset-assign

Resolve missing ITSM Intelligence invocable actions so a Fulfiller NGA agent can activate. Reads which of the three Core Fulfiller persona permsets (IncidentFulfiller, ProblemFulfillerPermSet, ChangeRequestFulfillerPermSet) are provisioned, then assigns the running user the selected persona (plus backing PSL when license-gated) so svcitsmintelligence actions surface; hands off to service-itsm-agentic-setup-agentforce-studio-validate if none are provisioned. Use when the Fulfiller agent-configure

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-itsm-agentic-setup-uel-user-create

Provision and enable a Unified Employee License (UEL) user in Salesforce with the full entity chain — User, Person Account, PersonContact, and Employee2 — through the Salesforce-hosted headless-360 MCP server. Use when the user asks to create a UEL user, set up a Unified Employee user account, enable an employee under the Unified Employee license, provision an employee with Person Account and Employee2 record, or onboard a new employee onto the Unified Employee profile. Triggers on: create UEL u

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct
forcedotcom
Comunidad

service-itsm-channels-coordinate

Top-level interactive coordinator for Employee Service (ITSM) channel setup. Presents menu of channel setup options (Portal, Teams, Slack) and delegates to the corresponding skill. Use this for: 'setup ITSM channels', 'configure employee service channels', 'set up service cloud communication channels', 'I want to configure ITSM integrations', or any general request for ITSM channel/integration setup where the user hasn't specified exactly which channel they want. DO NOT TRIGGER for requests that

instalaciones
1
GitHub Stars
1,1 mil
Actualizado
19 oct