lsc-agentforce

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• SKILL.md

SKILL.md (first lines)

## IMPORTANT: Agentforce Welcome Center

**The Agentforce Welcome Center component (utterances/prompts on the mobile home page) is configured in Lightning App Builder as part of home page setup.** If the user asks about editing, adding, or configuring Welcome Center utterances or prompts, use the **lsc-home-page-configuration** skill — it covers the Agentforce Welcome Center component configuration. Do NOT tell the user there's no programmatic way to manage it or redirect them to the UI without guidance.

---

## How to Answer Agentforce Questions

**Always call MCP tools to get sourced documentation.** Do not answer from general knowledge alone.

| User asks about... | Call this tool |
|---------------------|---------------|
| Agentforce concepts, setup, best practices | `get_lsc_module_docs({ module: "agentforce" })` |
| Specific Agentforce topic (topics, actions, Einstein Studio, etc.) | `search_lsc_knowledge({ query: "<topic>" })` |
| Admin Console Agentforce settings | `list_admin_settings({ category: "Agentforce" })` |
| Trigger handler status | `list_trigger_handlers()` |
| Agent bot definitions | `run_soql({ query: "SELECT Id, DeveloperName, MasterLabel, IsActive FROM BotDefinition WHERE DeveloperName LIKE '%LifeSciences%'" })` |
| Agent topics | `run_soql({ query: "SELECT Id, Label, DeveloperName FROM mlDomain WHERE DeveloperName LIKE '%LifeSciences%'" })` |
| Agent actions | `run_soql({ query: "SELECT Id, Name, Type, NamespacePrefix FROM GenAiFunction WHERE NamespacePrefix = 'lsc4ce'" })` |
| Mobile cache status | `check_mobile_cache_status()` |

Always include the citation line from the tool response in your answer.

---

## Configuration Mode

When the user asks about configuring or enabling Agentforce, **ask them which mode they prefer**:

1. **Show me the documentation** — call `get_lsc_module_docs({ module: "agentforce" })` and present the relevant sections
2. **Walk me through it** — configure it directly in their org step-by-step (guided setup below)

Default to **guided setup** when connected to an org, or documentation mode if no org is connected.

### Guided Setup Workflow

#### Step 1: Check Current State
```
list_trigger_handlers()
list_admin_settings({ category: "Agentforce" })
```

#### Step 2: Report Findings
Present a summary table of what's configured vs what's missing/disabled.

#### Step 3: Propose Changes
For each issue found, propose the fix and wait for user confirmation.

#### Step 4: Apply Changes (with user confirmation)
```
toggle_trigger_handler({ handlerName: "...", active: true })
update_admin_setting({ recordId: "...", fields: { ... } })
```

#### Step 5: Verify
Re-run checks from Step 1 to confirm everything is configured correctly.

---

## Tool Usage Rules

### Correct Object Names
| Correct | Wrong (NEVER use) |
|---------|-------------------|
| `BotDefinition` | `Agent__c`, `Agent__mdt`, `AgentForce__c`, `AgentForceConfig__mdt` |
| `BotVersion` | — |
| `mlDomain` | `AgentTopic__c`, `Topic__c`, `Topic__mdt` |
| `GenAiFunction` | `AgentAction__c`, `Action__c`, `Action__mdt` |
| `GenAiPlugin` | — |
| `ConversationEntry` | — |
| `AIApplication` | — |

### Tool Restrictions
- **DO NOT** use `run_soql` for Admin Console settings — use `list_admin_settings`
- **DO NOT** use `run_soql` for mobile cache — use `check_mobile_cache_status()`
- **DO NOT** suggest OmniStudio/FlexCard/OmniScript for mobile — NOT available on LSC Mobile iPad app
- **Predictive models** are configured in Einstein Studio and Data Cloud, NOT queryable via standard SOQL
- **Mobile Agentforce** is planned for late 2026 GA — current functionality is web-only

From SalesforceLabs/lsc-for-claude, Apache-2.0.

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