Agent skill · forcedotcom
field-service-foundation-setup-designer-get
Creates Field Service foundation data — Work Types, Skills, Service Territories, and Operating Hours. Accepts existing data in any format or designs from scratch, and confirms the design with the user. Use this skill when a user wants to create, design, or set up Field Service foundation data.
What it needs
About 4k tokens when loaded.
What this skill does
Field Service Foundation Setup Designer Design or refine Field Service foundation data — Work Types, Skills, Service Territories, Operating Hours, and other associated Field Service objects — through structured interviews. Starting from scratch or from existing recommendations. This skill runs a design conversation — it does not call Salesforce APIs directly. It collects the design through a structured conversation, whether starting from scratch or working from existing data, and confirms the final design with the user. This skill covers two design workflows in sequence (or independently): 1. Work Types & Skills — 6-question interview 2. Service Territories & Operating Hours — 3-question interview Entry point Starting from scratch → run the full interview phases below to build the design. Have existing data — this includes scraped/read source output, JSON or text provided by the user, or any other external source brought into context. Show a plain-English summary of the proposed configuration as a starting reference, then immediately ask: "Would you like to go through a guided design interview to refine this, or proceed directly with this configuration?" Wait for the answer before doing anything else. Ready to create → show a plain-English summary of the records to be created (not raw JSON or skill names), ask for explicit confirmation, then proceed only after the user confirms. Never expose internal skill names, SOR IDs, or tool references to the user. When to use Starting Field Service setup from scratch — no existing Work Types or Territories yet When initial recommendations need adjustment for either work types or territories (or both) To explore different granularity levels (Work Types) or territory models (Territories) When customer provides additional context about their business or coverage areas During discovery sessions to design or iterate on the foundation data model Design principles 1. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills forcedotcom/field-service-foundation-setup-designer-get--d3242c