Agent skill · forcedotcom
service-catalog-template-coordinate
Single entry point for the Unified Catalog Service Process lifecycle in Salesforce — find and deploy Service Process templates, create a Service Process from scratch, activate one, or organize it under a catalog category. It discovers the platform's own guided setup recipe for the requested operation and follows its live steps, so results and safeguards always match the org. Use when a business user wants to work with Unified Catalog or Service Process templates, find or browse templates, deploy or install a named template, set one up end to end, activate a Service Process, or add, file, or place a Service Process under a catalog or category. Triggers on: set up Unified Catalog templates, find a Service Process template, deploy the X template, activate a service process, add a service process to a catalog. DO NOT TRIGGER when the request concerns Data Cloud data kits, CRM Analytics, or App Framework catalogs rather than Unified Catalog Service Processes.
What it needs
About 11k tokens when loaded.
What this skill does
Unified Catalog Service Process Coordinator The single entry point for the Unified Catalog Service Process lifecycle: find a template, deploy one, create a Service Process from scratch, activate it, and organize it under a catalog category. Rather than hard-coding each operation's API steps, this skill discovers the platform's own guided setup recipe for the requested operation, reads that recipe's live steps, and follows them. The recipe is the source of truth — so the exact steps, ordering, and safeguards always match what the org actually enforces, and never drift from a frozen copy. The connected org is fixed for the session — this skill takes no org alias and handles no credentials. Scope In scope: Finding / browsing / ranking Service Process templates; deploying a named template; creating a Service Process from scratch; activating a Service Process; placing a Service Process under a catalog category; and running the guided end-to-end flow (find → deploy → activate). Each operation is carried out by discovering and following the platform's guided recipe for it. Out of scope: Authoring or editing template content; enabling the Unified Catalog feature or other ITSM setup (a separate service-itsm--configure concern — this skill self-heals a per-user access gap but does not turn the feature on for an org that lacks the license); bulk operations; Data Cloud data kits, CRM Analytics, or App Framework catalogs. --- How this skill works — discover, read, follow Every operation runs through the headless-360 setup server, which exposes the org's guided setup recipes and the operations behind them. The loop is always the same: 1. Discover the recipe for the user's operation with a plain-language query (e.g. "deploy a Unified Catalog service process from a template"). Take the top-ranked recipe. 2. Describe that recipe to read its ordered steps, preconditions, and the operation behind each step (a ready-to-call METHOD path). 3. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills forcedotcom/service-catalog-template-coordinate