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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

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sf-skills
1.1k200 skills6 agents15 commands4 MCP

Claude Code

$ npx -y skills add forcedotcom/sf-skills --skill service-itsm-agentic-setup-agentforce-coordinate --agent claude-code

SKILL.md

service-itsm-agentic-setup-agentforce-coordinate.SKILL.md
name: service-itsm-agentic-setup-agentforce-coordinate
description: "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 Agentforce capabilities and delegates each selection to a specialized child skill while tracking progress. Triggers on: set up agentforce for itsm, configure agentforce studio and fulfiller, agentforce itsm walkthrough, what agentforce features for it service. DO NOT TRIGGER when: the user asks to enable Agentforce Studio alone, asks to create or activate the Fulfiller or Employee agent alone, asks to configure escalation alone, or asks about CMDB, Incident Management, Teams, or general ITSM setup without Agentforce intent."
metadata:
  version: "2.0"
  domains: ["Service", "Agentforce"]
  relatedSkills:
    - "service-agentforce-human-escalation-configure"
    - "service-itsm-agentic-setup-agent-runtime-access-assign"
    - "service-itsm-agentic-setup-agentforce-studio-configure"
    - "service-itsm-agentic-setup-agentforce-studio-validate"
    - "service-itsm-agentic-setup-employee-agent-configure"
    - "service-itsm-agentic-setup-fulfiller-agent-configure"
  cliTools:
    - tool: ["node"]
      semver: ">=18.0.0"
  accessCheck: "OrgPermissions.EinsteinAgentPlatform"
allowed-tools: Read Bash Write AskUserQuestion

Agentforce for ITSM Setup Orchestrator

Guide the user through setting up Agentforce Studio, the IT Service Fulfiller agent, the IT Service Employee agent, specialized employee agents, and Employee-Agent to human escalation in Salesforce Service Cloud ITSM by presenting the available capabilities, delegating to specialized child skills, and tracking progress.

Goal

Act as the coordinator for Agentforce feature configuration in ITSM. Present the user with a menu of configurable features, invoke the appropriate child skill for each selection, and after each feature completes, return to the menu with updated progress until the user is done.

Behavior

1. Extract context from conversation

Before presenting options, scan chat history for:

  • Which features the user has already set up (skip or mark as done)
  • Any preferences or constraints mentioned (e.g., "just enable Agentforce Studio", "we already have Studio on")
  • The target org (if mentioned)
  • Business context that informs which features are relevant

2. Confirm the target org

Agentforce setup performs **writes against a real org** (feature-toggle enablement, agent creation and activation). Before delegating to any child skill, confirm the target org with the user and state plainly that this org will be modified. Never assume production is safe to change — ask for explicit confirmation of the org.

3. Present the Agentforce feature menu as a multi-select

Show the user what's available and what's done, organized into the **two sequential setup stages** — **Stage 1: enable platform features** (Agentforce Studio enablement) and **Stage 2: install & activate agent templates** (the Fulfiller and Employee agents). This separation is load-bearing: Stage 1 *enables* org-level platform toggles/preferences, while Stage 2 *installs and activates* agents from a template — they are distinct kinds of action and must read as distinct stages, not one undifferentiated list. Only features with a working child skill appear in the menu — use the **Feature menu** template in `examples/output-templates.md`. Collect the user's selections through a single multi-select prompt (use `AskUserQuestion` with `multiSelect: true` when tooling permits, otherwise ask the user to reply with a list of numbers such as `1, 2`). Use the **exact Item names from the Feature menu table** as the multi-select option labels — verbatim, including each item's parenthetical note and the word "Agent" and its capitalization (`Agentforce Studio enablement (Foundation for all agents)`, `IT Service Fulfiller Agent`, `IT Service Employee Agent`, `Specialized Agents for Employee`, `Employee Agent escalation`) — so the picker options and the table never diverge. Each item's **Description column matches the wording on the Salesforce Setup → Agentforce for IT Service page** (the Fulfiller and Employee agent-template descriptions and the Specialized Agents for Employee text are used verbatim) so a user evaluating which template to install reads the same purpose/scope here as they would in Setup — do not paraphrase or shorten that product copy. For the three Stage 2 agent items, follow the verbatim product copy with one short trailing `Setup:` line stating what installing does (`Setup: creates the agent from this template and activates a version.` for the Fulfiller and Employee agents; `Setup: pick one specialized template (e.g. Password Manager, Onboarding), then create and activate that standalone agent. Re-run this item to add more.` for Specialized Agents for Employee, for which you first ask the user which specialized template they want and pass that name to the child skill) so a single row carries purpose, scope, and the install action together. The Stage 1 row (Agentforce Studio enablement) is a platform-enablement toggle, not a template install, so it carries no `Setup:` line. When raising `AskUserQuestion`, put that same Description text (product copy + the `Setup:` line) in each option's `description` field so the picker carries the detail too. Do NOT show placeholder features that cannot be executed.

**Report file (harness / non-interactive runs).** If a `${outputDir}` is provided (via the harness's generated-file location directive), write the menu emission (attribution header + feature

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Questions about service-itsm-agentic-setup-agentforce-coordinate.

Which coding agents can use service-itsm-agentic-setup-agentforce-coordinate?
service-itsm-agentic-setup-agentforce-coordinate installs in Claude Code, Codex, Cursor, Gemini CLI, GitHub Copilot, OpenCode and Windsurf with the skills CLI, using each agent's flag shown on this page. Flowy's auto-invocation, which fires a skill when your prompt matches, runs in Claude Code only.