service-omni-agent-users-createCreate reusable agent users for Omni-Channel setup and routing validation. TRIGGER when users ask to create Omni agents, provision Omni test users, seed sandbox users for routing, create Omni-Channel routing agents, or repair missing demo agents. DO NOT TRIGGER for queue membership, permission-set a
service-omni-agent-work-sharing-configureUse 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
service-omni-attribute-routing-configureUse to manage Omni-Channel attribute-based routing rules through the Tooling API. TRIGGER when: list attribute-routing rules, inspect a WorkSkillRouting rule, create an inactive routing rule, add a field-to-skill mapping, activate a complete routing rule, deactivate a routing rule, or delete a routi
service-omni-base-settings-configureUse 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
service-omni-channel-inventory-analyzeUse to inventory configured Omni-Channel instances across Voice, Email, Chat, SMS, Facebook, WhatsApp, and In-App, including each channel's Queue, Flow, or Other routing target, without changing the org. TRIGGER when: list Omni channels, inventory Omni routing, inspect channel routing targets, analy
service-omni-channel-limits-analyzeUse to report Omni-Channel Pending Service Routing usage without changing the org: query the current PendingServiceRouting count, compare it with an admin-supplied maximum or a labeled routing-model reference default, and explain which live values are unavailable through supported APIs. TRIGGER when
service-omni-channel-setup-coordinateUse 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 —
service-omni-command-center-analyzeUse 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,
service-omni-command-center-configureUse to enable Command Center for Service V2 and configure its supported supervisor controls through the OmniChannel Settings Metadata API while preserving unrelated settings. Requires explicit apply consent, refuses production customer orgs, and verifies the seeded V2 page and tab. TRIGGER when: ena
service-omni-permission-set-assignAssign the required Omni permission sets to provisioned agent users. TRIGGER when users ask to assign Omni permissions to agents, grant Omni-Channel access, add Omni_Agent permissions, repair missing Omni permission assignments, or prepare agents to use the Omni widget. DO NOT TRIGGER for arbitrary
service-omni-presence-status-deployCreate 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 s
service-omni-presence-user-config-deployUse 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.
service-omni-queue-deployUse to verify or create a Queue on a Salesforce org for a routable sObject (Case | Incident | MessagingSession | VoiceCall), discovered via its QueueSobject binding rather than by hardcoded name. Reuses whatever queue already routes the target sObject; with --create-if-missing it creates a Queue via
service-omni-queue-members-assignUse to bind agent users into a Salesforce Queue via GroupMember Data API POSTs, with SOQL-based idempotency (safe re-run — only inserts missing bindings). Binds either the generated demo agents (agent{1..N}.<suffix>@example.com) or an explicit list of real agents passed as usernames/User Ids. Trigge
service-omni-queue-routing-config-deployUse 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_RO
service-omni-routing-flow-deployUse to deploy an Omni-Channel routing Flow for Case or VoiceCall and verify it routes work items to a queue or by skill. Supports the Case and VoiceCall steel thread with an autolaunched dryRun-gated variant and record-triggered QueueBased and SkillsBased variants. --trigger deploys a record-trigger
service-omni-service-channel-configureUse 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 ServiceC
service-omni-sidebar-configureUse to enable or verify the Omni-Channel sidebar on a Lightning console app. Triggers: enable the Omni sidebar, pin Omni-Channel in a console app, configure the Omni sidebar, turn on the Omni-Channel utility region, verify the pinned Omni widget. Do not use for Aura apps, standard apps, utility-bar-
service-omni-skills-based-routing-configureUse to make agents routable by Omni skills-based routing: ensure an Omni Skill exists, then assign it to each active agent through the classic Omni-Channel SkillUser junction. Idempotent — existing skills and user bindings are reused, and only missing bindings are created. Works on Service Cloud org
service-omni-supervisor-config-deployUse 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 monitore
service-omni-supervisor-permset-assignUse 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
service-omni-supervisor-surface-deployUse 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 se
service-omni-supervisor-users-createUse 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 deb
service-omni-work-skill-routing-configureUse to author an Omni WorkSkillRouting rule (field-based skill criteria): map a related-entity field value to a required Omni Skill (e.g. add the Voice skill when Case.Origin = Phone), deployed as one WorkSkillRouting record via the Metadata API. Idempotent via the Metadata API files[].state signal;