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/service-itsm-agentic-setup-employee-agent-configure

Create and activate an IT Service Employee agent as a Next-Gen Authoring (NGA) native agent from an ITSM Employee agent template's Agent Script, via the Salesforce CLI (sf): read the template, check idempotency, create the NGA bundle then publish and activate, verify live.

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forcedotcom-sf-skills-2
1.1k200 skills6 agents15 commands4 MCP

Claude Code

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

SKILL.md

service-itsm-agentic-setup-employee-agent-configure.SKILL.md
name: service-itsm-agentic-setup-employee-agent-configure
description: "Create and activate an IT Service Employee agent as a Next-Gen Authoring (NGA) native agent from an ITSM Employee agent template's Agent Script, via the Salesforce CLI (sf): read the template, check idempotency, create the NGA bundle then publish and activate, verify live. Defaults to the broad IT Service Employee template; when the user names a specialized Employee template (Password Manager Assistance, Certificate Management, Onboarding, Hardware Request, and ~47 others catalogued in references/specialized-templates.md — all under the `svc_emp_intelligence__` namespace), pins that one instead. Idempotent per developer name. TRIGGER when the user asks to create/set up/provision/activate the Employee agent, the IT Service Employee agent, or a specialized Employee agent (password manager, certificate, onboarding, hardware request, etc.). DO NOT TRIGGER: prerequisite checks (service-itsm-agentic-setup-agentforce-studio-validate), CMDB CRUD, Fulfiller setup (service-itsm-agentic-setup-fulfiller-agent-configure)."
metadata:
  version: "2.8"
  domains: ["Service", "Agentforce"]
  minApiVersion: "67.0"
  relatedSkills:
    - "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-fulfiller-agent-configure"
  cliTools:
    - tool: ["node"]
      semver: ">=18.0.0"
    - tool: ["sf"]
      semver: ">=2.0.0"
  accessCheck: "License.Agentforce"
allowed-tools: |
  Bash
  Read
  Write
  AskUserQuestion

Create an IT Service Employee Agent (broad or specialized)

Create and activate an **IT Service Employee Agent** as a **Next-Gen Authoring (NGA) native agent** — Agent-Script-based (`AiAuthoringBundleDefVer`/bundle), appearing natively in Agentforce Studio's Agents list with no external-link icon — entirely through the **Salesforce CLI (`sf`)**. **This skill does not call the legacy `/connect/service-itsm/createAgent`**; instead it reuses a shipped ITSM Employee template's `agentScript` field and feeds it into the NGA bundle pipeline: `POST /nextgen-authoring/bundles` → `POST /nextgen-authoring/bundle-versions/{id}/publish` → `POST /nextgen-authoring/bundle-versions/{id}/activate`. Commands: `sf api request rest` for Connect API GET/POST; `sf data query` for the SOQL idempotency + verify reads.

`GET /connect/service-itsm/agent-templates?agentType=AgentforceEmployeeAgent` returns the **broad** `IT Service Employee` template plus ~47 **specialized** Employee templates under the `svc_emp_intelligence__` namespace as siblings in `data[]`. Every specialized template ships the same `agentScript` shape with the same `config.developer_name`/`config.agent_label` substitution points, so the same NGA sequence works for any of them — **only the `masterLabel` that Phases 1 and 4 pin against changes.** Full catalog + namespace filter + disambiguation rules live in `references/specialized-templates.md`.

Helper scripts (invoked via `Bash`) hold every JSON-parsing / decision rule so the model never eyeballs a response body (A9): `classify-preflight.mjs`, `classify-agent-existence.mjs`, `build-create-body.mjs` (HTML-decodes + substitutes the template's `agentScript` and writes the body to a JSON file so large content and free-text quotes never hit an inline shell string), `render-report.mjs` (deterministic report renderer).

**Template selection (before Phase 1).** Resolve the `<masterLabel>` this run pins: (1) no specialization named ⇒ pin `IT Service Employee` (id `svc_emp_intelligence__ItEmployeeAssistance`) — the backwards-compatible default; (2) user names a specialization ⇒ keyword-match against `references/specialized-templates.md`, single unambiguous match ⇒ pin that `masterLabel` and derive `developerName` from `id` after `__` (snake-cased); ambiguous ⇒ `AskUserQuestion` keyed on `id`; (3) **filter `data[]` to `svc_emp_intelligence__` only** — `svc_itsm_intelligence__*` (Fulfiller) redirects to `service-itsm-agentic-setup-fulfiller-agent-configure`, other namespaces are out of scope. The resolved `<masterLabel>` is the single knob passed to `classify-preflight.mjs` (Phase 1) and `build-create-body.mjs` (Phase 4).

**Prerequisites.** Creation assumes the org-level Agentforce for IT Service prerequisites are already satisfied (Agentforce Studio access + `service-cloud-requestor-agent` + `service-cloud-it-service-employee-agent`). If Phase 1 detects Studio is not accessible — or if any write returns `403 FUNCTIONALITY_NOT_ENABLED` — this skill **offers** to delegate to `service-itsm-agentic-setup-agentforce-studio-validate` (employee path) then resume; on "no", stops. This skill never enables features itself — enablement is a Setup-UI/admin action.

Scope

  • **In scope**: Reading `agent-templates`; extracting an Employee template's Agent Script (broad default or a user-named specialization from `references/specialized-templates.md` — all under `svc_emp_intelligence__`); creating the Employee agent as an **NGA-native agent** via `createBundleWithVersion` → `publish` → `activate`; SOQL-verifying live; idempotent skip on duplicate developer name — all via `sf`.
  • **Out of scope**: The Fulfiller agent (`service-itsm-agentic-setup-fulfiller-agent-configure`); enabling org-level feature toggles (validated by `service-itsm-agentic-setup-agentforce-studio-validate`); low-level topic/action authoring; perm-set assignment; content-bundle deployment; CMDB CRUD; Discovery / Service Graph; the legacy `createAgent` route; any `data[]` entry outside `svc_emp_intelligence__`.

---

Preconditions

If any of these are unmet, `sf` surfaces an auth error or a `401`/`403`/`404`; **surface the raw error verbatim and stop — do not fabricate state**.

1. **`sf` CLI authenticated** to the target org (`sf org display -o <alias>` shows Connected). All calls use `--target-org <alias>`; never ex

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service-itsm-agentic-setup-employee-agent-configure 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.