Forcedotcom@Sf Skills

Create custom Code Analyzer rules for Regex (pattern matching), PMD (XPath/AST for Apex and metadata XML), and ESLint (LWC/JavaScript/TypeScript). Use when users want to enforce coding standards, ban patterns, detect hardcoded values, govern metadata, or add rules not in the built-in set. TRIGGER when: user says 'create a rule', 'ban System.debug', 'enforce naming convention', 'detect hardcoded IDs', 'custom rule', 'xpath rule', 'regex rule', 'add a PMD rule', 'enforce a policy', 'create a check for', 'flag this pattern', 'make a rule that catches', 'metadata rule', 'check permissions', 'enforce API version', 'eslint rule', 'lwc rule', 'override rule threshold', 'customize complexity', or describes a pattern to enforce. DO NOT TRIGGER when: user wants to run a scan (use dx-code-analyzer-run), configure engines (use dx-code-analyzer-configure), or explain existing rules (use dx-code-analyzer-run).

Use when reviewing or implementing Lightning Data Service best practices in an LWC (.js, .html, .js-meta.xml) — UIAPI vs Apex, refreshApex / notifyRecordUpdateAvailable, @salesforce/schema imports, LDS record-form data patterns. TRIGGER on "apply LDS best practices to this LWC", "review this LWC for LDS best-practice issues", "review this component for Lightning Data Service issues", "UIAPI or Apex for this data?", "fix stale data after record save", "sync LDS cache", "use @salesforce/schema for field names", "choose between getRecord and Apex". DO NOT TRIGGER when building a new LWC (use experience-lwc-generate), applying SLDS design tokens (use design-systems-slds-apply), picking or wiring a `lightning-*` base component's props/events/slots generically (use experience-lwc-base-components-integrate — this skill covers only the LDS data-layer rationale, even when the fix involves a base record form), or for security / RTL / accessibility reviews (separate passes).

MUST activate when the user wants to build, create, or generate a React application, React app, web application, single-page application (SPA), or frontend application — even if no project files exist yet. MUST also activate when the project contains a uiBundles/*/src/ directory or sfdx-project.json and the prompt says create, build, construct, or generate a new app, site, or page from scratch — even if the prompt also describes visual styling. MUST also activate when the task spans more than one ui-bundle skill. Use this skill when building a complete app end-to-end. Do NOT use for Lightning Experience apps with custom objects (use platform-lightning-app-coordinate). Do NOT use for single-concern edits to an existing page (use experience-ui-bundle-frontend-generate).

Use this skill to configure or inspect Salesforce Data Cloud DataSpace access for permission sets. Grants dataspace-level access via MDAPI PermissionSet XML with dataspaceScopes elements, optionally grants object-level access to DMO, DLO, or CIO objects via the Object Access Grants Connect API, and inspects existing scopes via read-only PermissionSet metadata retrieval. TRIGGER when: user needs to create or update a permission set with DataSpace access, grant access to a specific dataspace, list permission sets with access to a DataSpace, configure dataAccessLevel/objectAccessLevel, add RBAC object access grants, or list/remove object access grants for a permission set + DataSpace pair. DO NOT TRIGGER when: the task is a generic permission set without dataspace access (use platform-permission-set-generate), the request is about data ingestion/streams, or the work involves creating dataspaces themselves rather than granting access to them.

Orchestrate object-based Lightning Type + HXL widget generation to render the output of a custom MCP server tool backed by an Apex Invocable Action. TRIGGER only when the prompt EXPLICITLY involves rendering an MCP tool result: user says 'MCP server', 'MCP tool', 'custom MCP server', references a tool 'output schema' / 'tool output' / 'outputValues' envelope, names an 'invocable action' backing an MCP tool, or asks to build a widget or rich UI rendition for the output of an Apex-invocable-backed MCP tool. DO NOT TRIGGER when: customizing an Apex-backed agent action output (use platform-lightning-type-widget-coordinate), authoring only a Custom Lightning Type (use platform-custom-lightning-type-generate), authoring only an Apex class (use platform-apex-generate), or building a standalone widget with no Lightning Type or MCP tool involved (use platform-widget-generate).

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 or install a named template, set one up end to end, activate a Service Process, or add, file, or place a Service Process under a catalog or category. Triggers on: set up Unified Catalog templates, find a Service Process template, deploy the X template, activate a service process, add a service process to a catalog. DO NOT TRIGGER when the request concerns Data Cloud data kits, CRM Analytics, or App Framework catalogs rather than Unified Catalog Service Processes.

Configure the "Set Up Salesforce IT Desk" checklist for Microsoft Teams Employee Service (ITSM) — the fulfiller/agent side, covering app enablement, marketplace install guidance, user access assignment, and Swarming collaboration-tool setup. Use this for: 'turn on Salesforce IT Desk', 'set up IT Desk on Teams', 'assign Teams for IT Desk permission set', 'set Teams as collaboration tool for swarming', 'install Salesforce IT Desk app on Teams', or any request to complete the IT Desk half of the Teams ITSM Go page checklist. DO NOT TRIGGER for the base Teams Salesforce Go page toggle or Azure/Entra app setup (service-itsm-teams-configure) or for the IT Service/employee half of the checklist (service-itsm-teams-itservice-configure).

Use to analyze whether an org should use Command Center for Service V2 or classic Omni Supervisor and recommend the next action without making changes. Triggers: detect Command Center V2 versus classic, check supervisor readiness, choose a supervisor experience, diagnose Command Center availability, assess Omni Supervisor setup. Do not use to enable V2, assign permissions, or deploy configuration.

Create the standard Available and Busy presence statuses needed for Omni-Channel routing. TRIGGER when users ask to deploy Omni presence statuses, configure agent availability, deploy Omni status metadata, create an Available status for Case, Incident, Messaging, or Voice, or add the standard Busy status. DO NOT TRIGGER for custom status designs, unsupported objects, or PresenceUserConfig capacity.

Salesforce CMS ContentTypeBundle creation skill. Use this skill ANY TIME a user request involves creating a ContentTypeBundle, and activate FIRST when CMS ContentTypeBundle creation is mentioned. Discovers existing types via metadata-grounding and produces a validator-correct two-file bundle that passes dry-run deploy. TRIGGER when: user wants to define, scaffold, generate, or set up a reusable content shape in Salesforce CMS — any domain — including phrasings like "create a content type for X", "generate a schema for X in CMS", or "set up a content type for X". DO NOT TRIGGER when: authoring a RECORD (use experience-cms-content-generate), publishing / managing records (use CMS UI), modifying / renaming / deleting an existing bundle, CMS brand (experience-cms-brand-apply), media search (experience-search-coordinate), Custom Lightning Types (platform-custom-lightning-type-generate), or non-CMS metadata.

Use this skill to set up Salesforce Field Service — Work Types, Skills, Service Territories, Operating Hours, Scheduling Policy, Work Rules, Service Objectives, Data Capture Forms, FSL mobile forms, Pre-Work Brief, Mobile Branding, or any FSL setup, enablement, or configuration request. Entry point that identifies what the user wants to configure and routes to the right sub-workflow: Foundation Setup, Scheduling Policy, Data Capture Forms, Pre-Work Brief, or Mobile Branding.

Validate Life Sciences Cloud for Customer Engagement org prerequisites. Use when an admin needs to verify that all required settings, permissions, OWD sharing rules, and feature toggles are correctly configured before deploying Life Sciences Cloud. Checks user profile, permission sets, Life Sciences CE settings, surveys, OWD, inventory, account plans, care plans, Chatter, data protection, multi-currency, state/country picklists, and person accounts. Reports pass/fail for each check with remediation steps. TRIGGER when: user says 'check prerequisites', 'verify org setup for Life Sciences', 'LSC readiness check', 'pre-requisites for Life Sciences Cloud', 'validate org for LSC'. DO NOT TRIGGER when: user wants to automatically enable or configure these settings, or when the user asks for the full end-to-end Life Sciences Cloud setup / orchestration (that is the `life-sciences-fieldsalesrep-coordinate` orchestrator's job — this skill runs only as a standalone prerequisites check).

Fetch agentic setup prompt categories from a connected Salesforce org using the Connect API. Use this skill to call GET /agenticsetup/categories and return the list of prompt categories, optionally with their nested prompts. TRIGGER when: user asks to get, fetch, list, or show agentic setup categories, prompt categories, setup copilot categories, prompt library categories, available setup prompts, Agentforce prompt library, or copilot prompts. DO NOT TRIGGER when: user wants to create new categories, work with non-categories endpoints, or generate OpenAPI specs.

Use this skill when users need to create or configure tab-based Salesforce Custom Applications with navigation, branding, and action overrides. Trigger when users mention custom apps, application metadata, app navigation, or organizing tabs into applications. Use when users want to create app containers for tabs and pages. Do NOT use when the goal is hosting a React UI bundle in the App Launcher — use experience-ui-bundle-custom-app-generate for that case.

Use this skill when users need to create, generate, or validate Salesforce Custom Report Type metadata. Trigger when users mention custom report types, report types, CRTs, reporting frameworks, cross-object reports, report builder data sources, or ask to expose fields for reporting across related objects. Also use when users mention primary and related objects for reports, inner vs outer joins in reports, report type categories, or encounter deployment errors for .reportType-meta.xml files. Do NOT trigger for: running, editing, or filtering existing reports; creating report folders, dashboards, or list views; or general reporting questions that don't involve authoring a .reportType-meta.xml file.

Wires an existing, active Agentforce agent to a channel by resolving a fallback queue, setting up inbound routing (either PATCH SessionHandlerId on the MessagingChannel, or an inbound RoutingFlow for Voice/Email), and optionally configuring outbound escalation. Use when the user wants to add a channel to an existing agent, connect an agent to a messaging or voice channel, route Voice or Email-to-Case to an Agentforce agent, or set up a fallback queue for an agent channel. Also applies to an existing Help Agent. The channel infrastructure must already exist — this skill adds routing. DO NOT TRIGGER when the agent does not yet exist or still needs Help Agent setup (use agentforce-generate or service-helpagent-coordinate), when setting up Email-to-Case with an agent end-to-end (use service-email-to-case-configure), when creating the MessagingChannel itself (use service-digital-engagement-channel-configure), or when creating an Embedded Service Deployment (use service-digital-engagement-deployment-configure).

Configure consent (opt-in/opt-out) on an Enhanced `MessagingChannel` so activation will accept it. Given a `{CHANNEL_ID}`, sets the channel's `ConsentType` (ImplicitOptIn / ExplicitOptIn / DoubleOptIn) and the `OptInPrompt` / `DoubleOptInPrompt` prompt fields, then creates or updates one `MsgChannelLanguageKeyword` record per language holding the opt-in / double-opt-in / opt-out / help / custom keywords and confirmation messages. Use between channel insertion and activation — activation fails the consent-readiness check unless a valid ConsentType and at least one matching language-keyword record exist.

Configure routing on a newly-inserted Enhanced `MessagingChannel` so that activation will accept it. Given a `{CHANNEL_ID}`, walks the user through picking a routing type (Omni-Channel Queue, Omni-Flow, Agentforce Service Agent, Digital Worker, or direct User), locates or provisions the routing target, then PATCHes the channel's `SessionHandlerId` (plus `FallbackQueueId` where required) to it. Use between the insertion skill and the activation skill — activation fails server-side with `nullQueueId` / `LiveMessageSetupException` if no valid `SessionHandlerId` is set on the channel.

Top-level orchestrator for setting up IT Service Management (ITSM) in Salesforce Service Cloud. Use when the user asks to set up ITSM, configure service management, wants a guided walkthrough, or asks what is needed to get ITSM running. Presents a paged multi-select track menu and delegates to domain sub-orchestrators — Incident Management, Agentforce for ITSM, CMDB, Channels (Portal, Notifications, Microsoft Teams, Slack), and Unified Catalog (find and deploy Service Process templates). Prerequisites (e.g., the Incident Management master switch) are owned inside the relevant sub-orchestrator, not at this level. Triggers on: set up ITSM, configure service management, ITSM setup, get ITSM running, set up CMDB / channels / Teams / Slack / Agentforce for ITSM / Unified Catalog templates. DO NOT TRIGGER when: the user asks about a specific feature directly (e.g., the priority matrix alone), asks only about Case management, wants to create a single user, or asks general ITSM questions without setup intent.

Reads and toggles the master Incident Management setting on a Salesforce ITSM org — the org-level switch that turns Incident Management on or off. Reads current state before writing, is idempotent, and requires explicit user confirmation before any change. Use when the user wants to enable, disable, toggle, view, or turn on/off Incident Management (Service ITSM) at the org level. DO NOT TRIGGER for Default Field Validations for Incidents, Auto Closure of Child Incidents, Email-to-Incident sub-toggles, Problem Management, Change Management, Case Management, ITSM External Client App setup, or Incident Priority Matrix configuration (use the service-itsm-incident-priority-configure skill).

Use to enable the five Omni-Channel base settings on a Salesforce org via the Metadata API. The canonical writer scripts/configure-and-report.sh detects, deploys, and re-verifies in one call (run mode) or detects only (plan mode); it is idempotent (deploys only when a toggle is false or missing) and guards writes with a sandbox/CDO/trial/DE safe_to_write check. It always surfaces the UI-only login-behavior gap in its report. Triggers: enable Omni-Channel, turn on Omni base settings, configure OmniChannelSettings, deploy Settings:OmniChannel. Do not use to configure downstream Omni entities (queues, presence, permissions — use the entity-specific skill) or to deploy other Settings types (use platform-metadata-deploy).

Use to create N Omni-Channel supervisor users on a Salesforce org via Anonymous Apex, using the supervisor{i}.<suffix>@example.com pattern with SOQL-based idempotency (re-runs skip existing usernames). Passwords are set via System.setPassword and handled fail-closed: the wrapper proves no active debug TraceFlag before setting a password, and otherwise leaves the user ACTIVE and reset_required. Triggers: create supervisor users, provision supervisor accounts, scaffold supervisor personas. Do not use on production customer orgs (blocked by the safe_to_write guard), to bind supervisors to OmniSupervisorConfig (service-omni-supervisor-config-deploy), or to assign the ContactCenterSupervisor permission set (service-omni-supervisor-permset-assign).

Use ALWAYS when running Sa11y accessibility Jest tests for a Lightning Web Component — locally before pushing, producing the exact command(s), running one file vs a whole suite, selecting tests by naming convention, saving Sa11y-rendered HTML, or reproducing a Sa11y / A11yBug failure. Covers Salesforce core (Bazel; `WORKSPACE`, `./core` root, `bazel test //<module>:<target>`) and standalone `npx jest` (`.accessibility.test.js`, `@sa11y/jest`). REQUIRED when a prompt asks for a `run-plan.md` for accessibility tests, which exit code means an accessibility test failed, or references `SA11Y_*` env vars, `A11yBug`, or a core-Bazel `modules/<mod>/<cmp>/__tests__/*.test.js` path. Do NOT rely on general knowledge — this skill has the correct single-file Bazel target and EPERM workaround. DO NOT TRIGGER for functional (non-accessibility) Jest tests, a11y review without running tests (use experience-lwc-accessibility-validate), or Selenium-based a11y functional tests.

Generates a minimal, ready-to-develop SFDX starter project from template instead of hand-scaffolding files. Use this skill when starting a brand-new Salesforce UI bundle app (React or Angular) and the initial project must be scaffolded — trigger phrases include create, start, or scaffold a new UI bundle app, generate a starter project, or use a prebuilt/starter template. DO NOT TRIGGER when: editing, styling, or adding pages or components to an EXISTING app (use experience-ui-bundle-frontend-generate); configuring ui-bundle.json or metadata files (use experience-ui-bundle-metadata-generate); deploying to an org (use experience-ui-bundle-deploy); or when the user explicitly says they want to hand-scaffold from scratch.

Set up Voice to Form on Field Service Mobile end-to-end against a Salesforce org, covering both variants: Voice to Record Edit (voice-fills any record-edit screen) and Voice to Form Data Capture (voice-fills Discovery Framework / Data Capture forms). Discovers existing DC forms and asks which to enable, hands off to fs-data-capture-form-deployer to create them if none exist, assigns every permission a mobile user needs, and walks the admin through the Einstein generative AI base setup. TRIGGER when the user asks to enable, configure, install, or set up Voice to Form, V2F, Voice to Record Edit, V2RE, the microphone on the mobile app, or voice-fill on Field Service Mobile. DO NOT TRIGGER when the user wants Pre-Work Brief, wants to author a brand-new Data Capture form, or wants to build a generic Agentforce agent.

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 enabling observability for Agentforce agents. DO NOT TRIGGER when: user wants Platform Tracing for TraceSpanEvent (use platform-tracing-configure), wants to query or analyze existing agent trace data in Data Cloud (use agentforce-observe), wants Event Log Files or ELF configuration, wants Change Data Capture (use integration-eventing-cdc-configure), or wants ManagedEventSubscription (use integration-eventing-subscription-configure).

Top-level orchestrator: given a messaging channel type and its type-specific inputs, produces an activated Enhanced `MessagingChannel` in the target Salesforce org — without the Meta/LINE/Apple setup popups. Prompts for `{MESSAGE_TYPE}` if not supplied, then sequences insert → route → consent → activate via the type-agnostic dispatcher (`service-de-channel-create`) plus the shared routing/consent/activation leaves. Resumes from partial state on re-run. Use this skill when the user wants to set up an Enhanced messaging channel (WhatsApp, Facebook, LINE, Apple, or SMS/Text) end-to-end from the command line, bypassing the in-org setup popups.

Use to stand up Omni-Channel setup headlessly on Salesforce: base settings, agent users, service channels, routing configs, queues (create and align) and members, presence statuses, permission assignments, the classic Omni Supervisor config plus its action/tab surface, and — for Case and VoiceCall — the record-triggered routing flow. Supports Case, Incident, MessagingSession, and VoiceCall targets; reuses existing records and creates what is missing. Opt-in extras: presence user config, Omni sidebar, skills-based routing, and field-based WorkSkillRouting; also reports (read-only) whether the org is on the classic supervisor surface or Command Center V2. Triggers: set up Omni-Channel, configure Omni routing, provision Omni agents or supervisors, configure Case/Incident/Messaging/Voice routing. Do not use for Agentforce agents or bots, a single existing Omni field change, bare metadata deployment (use platform-metadata-deploy), or to enable Command Center V2 (not writable via the Metadata API).

Use to stand up a headless Omni-Channel Supervisor Configuration by deploying the classic OmniSupervisorConfig (parent plus supervisor-user and queue companions) in one atomic Metadata API deploy, idempotent via the deploy state. Requires active supervisor users, Omni base settings, and the monitored queues. Triggers: set up Omni Supervisor, configure the classic Supervisor Command Center. Do not use to create supervisor users, assign the ContactCenterSupervisor permission set, or deploy queues, service channels, or presence statuses.

Apply a Salesforce sandbox post-copy automation JSON config against a target org. For each entry, the skill derives the correct Tooling API sobject from the entry's `ConfigurationName`, verifies the derivation via a describe probe, resolves the record Id via SOQL-over-REST, then PATCHes the record via the compound `Metadata` field using `sf api request rest`. Use when the user asks to apply, run, execute, dry-run, or preview a post-copy or post-refresh config file (e.g. `post-copy-config.json`) against a sandbox. Trigger phrases: "apply post-copy config", "run post-copy automation", "execute sandbox post-refresh JSON", "apply sandbox refresh config", "configure sandbox after refresh". DO NOT TRIGGER for generating the config JSON from an SOP (delegate to `automation-sandbox-post-copy-config-generate`), or for deploying metadata XML.

Use to enable the Consumer Goods Cloud TPM Promotion Business Object (BO) API framework in a Salesforce org, interview the user for the custom Workflow Step they want to add, generate and deploy that Apex class, wire it into the create/update/copy workflows, and prove it end-to-end via headless REST ingest. Ships a worked reference example (SetCommentValue) but the customization is user-supplied per org. Triggers on "deploy the promotion BO API", "set up promotion BO API", "headless promotion create", "add a BO API workflow step".

End-to-end headless setup of Trade Promotion Effectiveness (TPE) dashboards for a Trade Promotion Management (TPM) Cloud org, covering tenant pairing checks, permission sets, SSOT and Tableau Next enablement, C360 SDM verification, the TPM Accruals data kit install, business-period export, RTR Data Cloud export configuration, the TPM_PROMOTION_MEASURE Data Transform, TPE Analytics app install, and optional KPI dashboard customization. Use when a customer or admin wants to set up TPE dashboards, enable Trade Promotion Effectiveness, install the TPE analytics app, or set up and customize TPE dashboards with their own KPIs.

Use this skill to migrate course catalog data from external sources (CSV, PDF, website) and bulk-create Learning and LearningCourse records in Education Cloud. Triggers when a user wants to import courses, parse course catalog documents, or set up a course catalog for an academic term. Handles multi-source data ingestion, intelligent interpretation of course structures (lecture+lab linked courses via IsLinkedOnly flag, credit hours, course types), batch creation via sObject REST API, data quality validation, conflict resolution for existing courses, and gap identification. Explains what's missing (descriptions, types) and requests additional sources. Pauses for clarification on multi-component courses and conflicting data. DO NOT TRIGGER for creating individual Learning Course records manually, for creating Learning Programs (different workflow), or for enrollment/registration workflows.

Use this skill when a Salesforce Administrator needs to create OR maintain an institutional hierarchy for Education Cloud by parsing organizational structure from a PDF, URL, text, or CSV. On a first run it creates System, Campus, College, and Department Account records linked via ParentId plus 1:1 Business Profile records. On later runs it reconciles the org's existing hierarchy against the desired structure and applies only the delta — adding new units, renaming, or moving a node under a different parent — never recreating what exists. TRIGGER when the user wants to set up, configure, build, update, restructure, or reorganize a multi-campus structure, institutional hierarchy, or account hierarchy with business profiles; or add, rename, or move a campus, college, or department. DO NOT TRIGGER for single-campus flat setups without hierarchy levels, one-off manual account creation, or non-Education-Cloud account management.

MUST activate when the project contains a uiBundles/*/src/ directory and the user wants to add a pre-built feature — such as authentication (login, logout, protected routes, session management) or search (global search across pages and content) — instead of building it from scratch. Always run list first to see the current feature catalog, since it can include more than authentication and search. Always use this skill for installing pre-built features rather than hand-building them. DO NOT TRIGGER for Agentforce conversational client or file-upload features — use experience-ui-bundle-agentforce-client-generate and experience-ui-bundle-file-upload-generate respectively.

MUST activate before editing ANY file under uiBundles/*/src/ (or the bundle's index.html) for visual or UI changes to an EXISTING app — pages, components, sections, layout, styling, colors, fonts, navigation, animations, branding, or any look-and-feel change. Use this skill when modifying pages, components, layout, styling, navigation, or branding in an existing UI bundle app. Activate when the project contains appLayout.tsx, routes.tsx, src/pages/, src/components/, src/styles/global.css, or the bundle's index.html. This skill contains critical project-specific conventions (appLayout.tsx shell, shadcn/ui components, Tailwind CSS, Salesforce base-path routing, module restrictions) that override general knowledge. Without this skill, generated code will use wrong imports, break routing, or ignore project structure. Do NOT use when creating a new app from scratch or the bundle has not been scaffolded yet (use experience-ui-bundle-app-coordinate instead).

Use this skill when adding a front-end React UI bundle to an existing project or configuring UI bundle metadata and config files. TRIGGER when: adding or scaffolding a new UI bundle inside a project that already exists; running sf template generate ui-bundle; editing ui-bundle.json routing, headers, or output directory; working with *.uibundle-meta.xml files; or registering CSP Trusted Sites, resolving blocked images or fonts or external API calls, or editing cspTrustedSites/*.cspTrustedSite-meta.xml files. DO NOT TRIGGER when: creating a brand-new Salesforce project from scratch, where the whole SFDX starter project (UI bundle plus Experience Site metadata and toolchain) is generated together (use experience-ui-bundle-project-generate).

Headless 360 REST API deployment step for creating sObject records. Handles describe-based field discovery, required-field derivation, entity-relationship ordering, and composite graph transactions. Use this skill when a designer skill (or a user directly) needs to create sObject records after design confirmation, including non-setup sObject creation.

Use this skill to run the full end-to-end Life Sciences Cloud setup workflow for field sales rep in sequence. Trigger when the user says 'set up Life Sciences Cloud end to end', 'run the full LSC setup', 'orchestrate Life Sciences Cloud configuration', 'complete LSC setup', 'Life Sciences Cloud full install', 'set up Life Sciences Cloud end to end for field sales rep', 'run the full LSC setup for field sales rep', 'orchestrate Life Sciences Cloud configuration for field sales rep', 'complete LSC setup for field sales rep', or 'Life Sciences Cloud full install for field sales rep'. Executes five stages in order: prerequisites validation, starter config deployment, territory configuration, user provisioning, and sample visit creation — gating each stage on the success of the previous one. DO NOT TRIGGER when: user wants to run only one specific stage (prerequisites, config deploy, territory setup, user provisioning, or visit creation individually).

Use this skill when users need to create, generate, or validate Salesforce Custom Metadata Type metadata — the __mdt object, its fields, and its deployable records. Trigger when users mention custom metadata types, CMDT, __mdt objects, custom metadata records, .md-meta.xml files, or reference/config data that must ship between orgs. Also trigger for admin-maintained mapping, lookup, or crosswalk tables and field mappings ("map fields from A to B", code lookups) — config admins change without a code deploy belongs in a CMDT, never hardcoded in Apex or Flow — and when troubleshooting CMDT record/type deploy errors. DO NOT TRIGGER for Custom Settings — route to platform-custom-setting-generate; for regular custom objects holding business records — use platform-custom-object-generate; or for secrets and API keys — recommend a Named Credential, which this skill never generates.

Configure the "Set Up Self Service for Employees on Slack" / "Slack for Employee Service" checklist for Employee Service (ITSM) on Slack — the employee side, covering the Slack for Employee Service org preference, Employee Slack Notifications permission-set assignment, employee portal (Digital Experience site) enablement/selection, and connecting Slack to a Preferred Digital Experience Site. Use this for: 'set up Slack for Employee Service', 'assign Employee Slack Notifications permission set', 'manage user access for Slack employee service', 'select a preferred digital experience site for Slack', 'set up self service for employees on Slack', or any request to complete the IT Service / Employee Service half of the Slack ITSM Go page checklist. DO NOT TRIGGER for the Microsoft Teams equivalents (service-itsm-teams-itservice-configure) or for turning ITSM notification preferences on or off.

Configure the "Set Up Salesforce IT Service" checklist for Microsoft Teams Employee Service (ITSM) — the employee side, covering app enablement, marketplace install guidance, user access assignment, and Digital Experience Site selection. Use this for: 'turn on Salesforce IT Service', 'set up IT Service on Teams', 'assign Teams for Employee permission set', 'give employees access to Teams for Employee Service', 'manage user access for Teams ITSM', 'grant users the permission sets needed for Teams Employee Service', 'select a digital experience site for Teams', 'install Salesforce IT Service app on Teams', or any request to complete the IT Service half of the Teams ITSM Go page checklist (including the Manage User Access step). DO NOT TRIGGER for the base Teams Salesforce Go page toggle or Azure/Entra app setup (service-itsm-teams-configure) or for the IT Desk/fulfiller half of the checklist (service-itsm-teams-itdesk-configure).

Use to ensure exactly one ServiceChannel exists on a Salesforce org for a routable sObject (Case | Incident | MessagingSession | VoiceCall), reusing any standard or custom channel already bound to that sObject and only deploying a canonical template when none exists. Salesforce enforces one ServiceChannel per RelatedEntity, so the skill detects via the Tooling API first. Standard channels ship for Case (Cases), MessagingSession (sfdc_livemessage), VoiceCall (sfdc_phone); Incident has none. Triggers: configure ServiceChannel for Case/Incident/Messaging/Voice routing, add Incident or Voice routing to Omni. Do not use to tune per-sObject capacity (use PresenceUserConfig.Capacity), to reset a mis-configured channel to canonical shape, or for sObjects outside Case/Incident/MessagingSession/VoiceCall.

Use to assign the Salesforce-shipped standard ContactCenterSupervisor PermissionSet (default) to N existing supervisor users via PermissionSetAssignment DML. Idempotent — SOQL detects existing (user, perm-set) pairs before POST, and DUPLICATE_VALUE is treated as reused. The standard set carries its own permission-set license and assigns cleanly on Service-Cloud-enabled orgs; a user whose license lacks the entitlement surfaces FIELD_INTEGRITY_EXCEPTION so the operator can fix the profile/license. Triggers: assign the supervisor permset, grant supervisor perms, complete supervisor provisioning. Do not use on production orgs or to assign agent permsets.

Use to populate the Omni-Channel Supervisor action + tab surface on an existing OmniSupervisorConfig by inserting the standard OmniSupervisorConfigAction and OmniSupervisorConfigTab companion rows via the Data API, idempotent (inserts only the missing types). Requires an OmniSupervisorConfig from service-omni-supervisor-config-deploy. Triggers: give the supervisor the standard action buttons and tabs, add Wallboard/Agents/Queues tabs to Omni Supervisor, configure supervisor actions like Change Queues/Skills. Do not use to create the supervisor configuration itself, create supervisor users, assign the supervisor permission set, or add custom-action / FlexiPage / AWS-dashboard / AI-agent surfaces (those need an external reference and must be set up in Setup).

Derive a Field Service mobile app color scheme from a brand source (URL, hex codes, brand-guide paste, or color description), validate WCAG AA contrast in both light and dark mode, and apply the 14-field scheme to the org-default FieldServiceMobileSettings record. Trigger phrases include 'brand the mobile app', 'apply branding to Field Service mobile', 'update the mobile app colors', 'use this brand guide for the app', 'set the color scheme for the mobile app'. Do NOT use this skill for Dispatcher console / Gantt branding, Experience Cloud BrandingSet records, or scheduling policy colors — out of scope.

Use this skill when users need to create Custom Lightning Types (CLTs) for Einstein Agent actions or structured input/output schemas. Trigger when users mention CLT, Custom Lightning Types, JSON schemas for agents, type definitions, lightning__objectType, or editor/renderer configurations. For widget renditions that combine a CLT with a Widget bundle, use the platform-lightning-type-widget-coordinate orchestrator instead. This is complex - always use this skill for CLT work.

Pick the right Lightning Base Component (`lightning-*`) for a given UI task, retrieve its full API (props, methods, events, slots) from the bundled per-component reference, and wire it into an LWC (LWC `.html`, `.js`, and `.css` files) without breaking SLDS. Use this skill when users say "I need a Lightning modal / datatable / combobox / record form", ask which `lightning-*` component fits a use case, want a shortlist of LBC candidates, are about to hand-roll a UI that a base component already provides, or are editing an LWC bundle's `.html` / `.js` / `.css` and need to select or wire a base component. Also triggers on "Lightning base component", "LBC", "lightning-combobox", "lightning-datatable", "use `lightning-` tag". DO NOT TRIGGER for applying SLDS design tokens, blueprints, or styling guidance in general — that is `design-systems-slds-apply`; this skill only selects and wires `lightning-*` base components.

MUST activate when the project contains a uiBundles/*/src/ directory and the task involves creating or configuring a Custom Application for hosting a UI bundle in Lightning Experience. Use this skill when creating a CustomApplication metadata record to surface the UI bundle in the App Launcher. Activate when files matching applications/*.app-meta.xml exist and need modification, or when the user wants to expose their app via the Lightning App Launcher without a Digital Experience Site. Do NOT use platform-custom-application-generate for this — UI bundle apps do not use tabs, action overrides, or flexipages.

Configures the Incident Priority Matrix for Salesforce ITSM through the sf CLI — enabling or disabling the matrix, shaping the Impact x Urgency grid that derives Priority on Incident records, toggling the manual-override preference, and reading or setting the default fallback priority. Reads every value before writing, is idempotent, and requires explicit user confirmation before any mutation. Use when the user wants to view, enable, disable, set up, seed, add to, change, or remove priority matrix configuration for Incident records, change the default incident priority, or asks about incident priority setup, impact/urgency mapping, override, or the ITSM incident priority matrix. DO NOT TRIGGER for Problem or ChangeRequest priority matrices, Case priority fields, standard Priority picklists outside ITSM, SLA or milestone configuration, or enabling Incident Management itself (use the service-itsm-incident-mgmt-configure skill).

Use to deploy an Omni PresenceUserConfig (presence configuration) as one whole-record Metadata write with the decline/ACW fields set consistently: Auto-Accept off, Decline on, Decline Reason on (with a PresenceDeclineReason deployed in the same package), and an After-Conversation-Work wrap-up timer. Agents are assigned by username. Idempotent via the Metadata API files[].state signal. Triggers: create presence configuration, enable decline + decline reason + ACW wrap-up timer for agents, assign presence config to users. Do not use for ServicePresenceStatus (separate skill), for permission-set access to statuses, or to set the channel-level ACW timer on a ServiceChannel.

Use to create or update a QueueRoutingConfig record on a Salesforce org via the Data API (idempotent SOQL detect + REST upsert). Naming is target-derived: Case→Case_Routing_Config, VoiceCall→Voice_Routing_Config, Incident→Incident_Routing_Config, MessagingSession→Messaging_Routing_Config (via QRC_ROUTING_TARGET), or pass an explicit developer-name/label/capacity/priority. RoutingModel MostAvailable (default) or LeastActive. Triggers: create a Case or Voice routing config, deploy a QueueRoutingConfig, set up queue routing for Omni Cases/Voice, configure CapacityWeight per queue. Do not use for attribute-based routing (IsAttributeBased=true is out of scope) or routing models other than MostAvailable/LeastActive.

Replace OOTB (out-of-the-box) B2B Commerce components with open source equivalents in site metadata content.json files, or look up the equivalent open code `site:` component for OOTB definitions. Use when users mention "replace OOTB components", "replace commerce components with open code", "swap OOTB for open source", "replace commerce_builder:", "replace OOTB in site", "replace component in site metadata", "replace component definition", "find open code equivalent", "equivalent open code component", "OOTB to open code mapping", "what is the site component for", components "in this view" or "for a given view", or a specific list of component names — and want to update or only discover mappings in their store metadata.

Use when a Lightning Web Component data need is described in ambiguous natural language — turn "get contact info" or "show account data" into a clear, PRD-ready data-requirements spec. TRIGGER when the user says "define data requirements for this LWC", "turn this PRD data section into validated object/field names", "recommend GraphQL vs UIAPI for this data need", "validate these Salesforce API names", or "spec out the LDS adapter for this component", or references LWC bundle files (`.js`, `.js-meta.xml`) whose data layer is not yet specified. DO NOT TRIGGER when the data layer is already fully specified, when authoring the actual query or adapter code from a known spec, or when implementing an LWC end-to-end (use experience-lwc-generate).

MUST activate when the project contains a uiBundles/*/src/ directory and the task involves uploading, attaching, or dropping files. Use this skill when adding file upload functionality to a UI bundle app. Provides progress tracking and Salesforce ContentVersion integration. This feature provides programmatic APIs ONLY — build custom UI using the upload() API. ALWAYS use this instead of building file upload from scratch with FormData or XHR.

OmniStudio Integration Procedure creation and validation with 110-point scoring. Use this skill when building server-side process orchestrations that combine Data Mapper actions, Apex Remote Actions, HTTP callouts, and conditional logic. TRIGGER when: user creates Integration Procedures, adds Data Mapper steps, configures Remote Actions, or reviews existing IP configurations. DO NOT TRIGGER when: building OmniScripts (use omnistudio-omniscript-generate), creating Data Mappers directly (use omnistudio-datamapper-generate), or analyzing cross-component dependencies (use omnistudio-dependencies-analyze).

Authoritative field/schema reference for 2130 STANDARD Salesforce objects — use to look up standard sObject and Tooling field API names, types, properties (filterable/sortable/groupable/updateable), and relationship names for Account, Contact, Opportunity, Lead, Case, ApexClass, ApexCodeCoverage, TraceFlag, and more. Load this alongside a SOQL/query/Apex skill when the field names, types, or Filter/Sort/Group capabilities are unverified — not when the fields are already known and only query syntax or optimization is needed. TRIGGER when verifying, validating, or debugging fields in a SOQL/SOSL query or DML against a standard object — capabilities, relationship/subquery paths, or what fields an object has — so the query runs instead of guessing. Custom __c objects and __c fields are NOT in these assets; describe the live org for those (sf sobject describe). DO NOT TRIGGER for authoring/deploying *-meta.xml or sfdx source (use the Metadata API skill).

Orchestrate Apex-backed Lightning Type + HXL widget generation. TRIGGER only when the prompt EXPLICITLY invokes Lightning Types: user says 'Lightning Type', 'CLT', 'Custom Lightning Type', 'Apex-backed type', references '@apexClassType/...', asks to build a widget or card for a named Lightning Type, asks to create a new Lightning Type and widget together, or grounds a widget in a specific Apex class as its schema. DO NOT TRIGGER when the prompt names only a subject, domain, feature, or entity noun. Also DO NOT TRIGGER when: authoring only a Custom Lightning Type (use platform-custom-lightning-type-generate), only an Apex class (use platform-apex-generate), editing an existing widget without any Lightning Type change, or grounding a widget on an object/JSON-based Lightning Type (lightning__objectType with primitives).

Enable the CMDB (Configuration Management Database) feature in Service Cloud ITSM against a production or sandbox org: verify the CMDB org SKU, provision the ITOM tenant, and enable the service-cloud-itsm-cmdb-integration feature that lifts the CMDB access gate. Use when the user asks to enable CMDB, turn on the Configuration Management Database, provision the ITOM tenant, enable the CMDB feature, or fix a CMDB 403 FUNCTIONALITY_NOT_ENABLED error. Triggers on: enable CMDB feature, provision ITOM tenant, turn on CMDB, CMDB not enabled, CMDB 403 error, service-cloud-itsm-cmdb-integration. DO NOT TRIGGER when: the user only wants to assign CMDB permission sets to users, only install a CMDB content bundle, or work with CMDB records directly.

Use to configure or verify org-wide AgentWork visibility for supervisors after explicit confirmation. Triggers: let supervisors read AgentWork, configure AgentWork sharing, verify AgentWork OWD, make AgentWork visible to supervisors, change AgentWork internal access. Do not use to filter which reps appear in Command Center; use service-omni-supervisor-config-deploy for that.