sshvarzman-s
37 skills with substantive source documentation and an official publisher or observed installation demand. Read each skill’s original documentation through its card.
sshvarzman-salesforceactivating-datacloud
Salesforce Data Cloud Act phase. Use this skill when the user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. TRIGGER when: user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. DO NOT TRIGGER when: the task is segment creation (use segmenting-datacloud), data retrieval/search work (use retrieving-datacloud), or STDM/session tracing (use observing-agentforce).
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforceagentforce-skills-research
Research Agentforce configuration patterns — topics, actions, instructions, CLTs, knowledge, planner behavior. Searches Salesforce docs, Trailhead, internal repos (git.soma), Slack channels, and Google Docs to find working examples, known issues, and best practices.
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforceassigning-sra-via-flow
Wire the 'Define Your Multi-Agent Assignment Criteria' autolaunched flow that dynamically assigns which ServicePlanner Service Rep Assistant (SRA) is shown on a live VoiceCall / MessagingSession / Case, based on that record's field values. This is the OPTIONAL flow you attach in the SRA setup step 'Define Your Multi-Agent Assignment Criteria' (only needed when an org has MORE THAN ONE SRA). The whole contract is a tiny AutoLaunchedFlow: one INPUT text variable named exactly recordId (the interac
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforceauthoring-record-summary-prompt-templates
Build a RECORD SUMMARY type Salesforce prompt template (GenAiPromptTemplate type=einsteingptrecordSummary) that renders an AI briefing on a record's page / Record Summary component / agent record-summary — grounded in that record AND related records (parent record, parent VoiceCall/MessagingSession transcript, Contact, Account) via a Capability PromptFlow data provider. Covers how a record-summary template DIFFERS from a flex template: type=einsteingptrecordSummary, a Object binding, an SObject
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- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcebuilding-nba-conversation-intelligence
Use this skill when the user needs to build a Next Best Action (NBA) system triggered by Conversation Intelligence (CI) Signal Rules on a messaging or voice channel. Covers the full stack: screen flows (recommendation actions), Recommendation records, Conversation Intelligence Signal Rules (with keywords), and the Recommendation Strategy Flow that connects rules to recommendations. Trigger when the user mentions NBA, Next Best Action, recommendation, conversation intelligence, signal rules, keyw
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcebuilding-system-context-agent-data-flows
Build the backing data flows for an Agentforce Service Agent (ASA) so they read and write records in system context regardless of the agent user's sharing/perms. Covers the read pattern (prompt-template-over-PromptFlow + system-context subflow), the write pattern (autolaunched flow action), and the critical empty-results bug where a PromptFlow silently returns zero rows because it runs as the agent user.
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- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcebuilding-voice-asa-agent
End-to-end playbook for building a voice Agentforce Service Agent (ASA) in a demo org — the full sequence from agent-user perm set, data seeding, system-context data flows, prompt template, agent bundle authoring, live-preview checkpoint, publish/activate, through inbound + per-channel escalation routing flows and the voice-channel Setup handoff. Ties together the system-context-flow, agent-user-perms, data-library, and escalation-flow skills into one ordered build.
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcecase-management-setup
Salesforce Case Management setup and troubleshooting. Helps admins and consultants configure cases, assignment rules, queues, Omni-Channel, Email-to-Case, escalations, entitlements, SLAs, Service Console, and sharing models. Diagnoses common setup issues.
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforceconnecting-channels-to-asa
The connect-the-channels map for an Agentforce Service Agent (ASA): how a live VOICE call and an in-app/web MESSAGING chat get INTO the agent (inbound omni-flow → routeWork routingType=Copilot → BotDefinition) and how the agent hands a conversation OUT to a human — to a QUEUE, to a SKILL, or DIRECT to a specific rep — on @utils.escalate. Nails the two things people get wrong every time: (1) messaging escalation binds in the agent .agent metadata but VOICE binds only in Setup (never metadata); (2
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcedeploying-person-account-fields-via-contact
Add custom fields to Person Accounts correctly by creating them on the CONTACT object — Salesforce auto-materializes each one on the Account object with a pc-suffixed API name (e.g. MemberStatusc on Contact → Account.MemberStatuspc), queryable via SOQL and the REST/Bulk API and referenceable in Flow. Explains why you must NOT create the field on Account directly for Person Accounts, how to read the mirrored field via SOQL/API, how roll-up summary fields are the one exception that must live on Ac
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- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcehandling-locked-standard-objects
Detect and work around standard industry/FSC objects (e.g. Claim, KeyPrefix 0Zk) that ACCEPT CustomField metadata deploys and Tooling API creates with success:true, report EntityDefinition.IsCustomizable=true, but NEVER materialize the physical column at runtime — the field is invisible to SOQL, REST describe, and Apex getGlobalDescribe. Confirm the trap with getGlobalDescribe, then use a standard long-text field with structured delimited lines as the workaround.
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforceharmonizing-datacloud
Salesforce Data Cloud Harmonize phase. Use this skill when the user works with DMOs, mappings, relationships, identity resolution, unified profiles, data graphs, or universal IDs. TRIGGER when: user works with DMOs, mappings, relationships, identity resolution, unified profiles, data graphs, or universal IDs. DO NOT TRIGGER when: the task is only about streams/DLOs (use preparing-datacloud), segments/insights (use segmenting-datacloud), retrieval/search (use retrieving-datacloud), or STDM/sessio
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforceorchestrating-datacloud
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. Use this skill when the user needs a multi-step Data Cloud pipeline, cross-phase troubleshooting, or data space and data kit management. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase sf data360 workflow. DO NOT TRIGGER when: work is isolated to a single phase (use the matching
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcepreparing-datacloud
Salesforce Data Cloud Prepare phase. Use this skill when the user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations. TRIGGER when: user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations, or asks about ingestion into Data Cloud. DO NOT TRIGGER when: the task is connection setup only (use connecting-datacloud), DMOs and identity resolution (use harmonizing-datacloud), or query/search work (use retrieving-datacloud)
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcereviewing-lwc-mobile-offline
Review a Lightning Web Component for mobile offline compatibility — the Komaci offline static analyzer that pre-primes the data graph for Salesforce Mobile App Plus and Field Service Mobile App. Produces a finding list with code-level fixes covering inline GraphQL queries in @wire configurations, modern lwc:if / lwc:elseif / lwc:else directives, and Komaci ESLint rule violations (private wire properties, non-local reactive references, getter side-effects). Use when the user asks for a \"mobile o
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcerouting-inbound-conversations-to-asa
Build or fix an inbound Omni-Channel RoutingFlow that hands a live VoiceCall or MessagingSession to an Agentforce Service Agent (ASA / copilot). Covers the routingType=Copilot pattern, the MANDATORY fallback queue, dual-channel Contact linking, and the voice-vs-messaging differences. Use whenever a call/chat needs to be routed TO an Agentforce agent (not escalated to a human — that is the replicating-omnichannel-routing-flows skill).
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcesegmenting-datacloud
Salesforce Data Cloud Segment phase. Use this skill when the user creates or publishes segments, manages calculated insights, or troubleshoots audience SQL in Data Cloud. TRIGGER when: user creates or publishes segments, manages calculated insights, inspects segment counts or membership, or troubleshoots audience SQL in Data Cloud. DO NOT TRIGGER when: the task is DMO/mapping/identity-resolution work (use harmonizing-datacloud), activation work (use activating-datacloud), query/search-index work
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcesf-agent-api-citations
Agent API citations — parsing and rendering cited sources returned by an agent. Use when handling the citedReferences array in an Inform response, rendering source lists or inline citations via inlineMetadata (claim + location), or linking cited records back to Salesforce.
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcesf-agent-api-integration-patterns
Agent API integration architecture — website chat, headless automation, platform connectors, and agent-to-agent patterns. Use when designing where and how to embed the Agentforce Agent API, structuring a client (token service, session manager, message loop, streaming handler), and setting the security and resilience posture for a production integration.
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcesf-agent-api-review
Review rubric for Agentforce Agent API integrations. Use when auditing or reviewing an Agent API client/integration for auth and secret handling, session hygiene, sequence and concurrency correctness, streaming resilience, variable safety, citation rendering, error handling, billing awareness, and Government Cloud readiness.
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcesf-agent-api-setup
Agent API onboarding — External Client App (ECA), OAuth client credentials flow, token minting, and agent ID retrieval. Use when setting up access to the Salesforce Agentforce Agent API, configuring the ECA/OAuth scopes, generating a bearer token, resolving My Domain and base endpoints, or finding an agent's ID for use in API calls.
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcesf-agent-api-troubleshooting
Agent API troubleshooting — diagnose HTTP 400/401/404/423/500 responses, timeouts, media-type errors, and Government Cloud endpoint issues. Use when an Agentforce Agent API call fails, returns an error status, times out, or when diagnosing EngineConfigLookupException / HttpServerErrorException / Session Already Locked errors.
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcesf-agent-api-variables
Agent API context and custom variables — passing session context to an agent and configuring variable accessibility. Use when sending context variables ($Context.) or custom variables through the Agent API, controlling editability across turns, or configuring ConversationVariable / ConversationContextVariable via Agentforce Builder or Metadata API.
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź
sshvarzman-salesforcesf-service-ai-intake
Live-call AI form-fill experiences for Service Cloud Voice. Use when designing or building configurable intake templates that listen to the live transcript, extract structured answers via the Models API, suggest non-destructive answers in the UI, and dispatch results to a target SObject. Composes sf-service-voice-toolkit and sf-service-models-api.
- instalacje
- 1
- GitHub Stars
- 0
- Aktualizacja
- 15 paź