Agent skill · forcedotcom
service-helpagent-coordinate
Use to set up, configure, ground, or go live with a Salesforce Help Agent (an Agentforce Service Agent in Service Cloud) via a guided four-checkpoint flow. Use whenever a user says any of: set up / create / build / add a help agent, service agent, or support chat agent; add or embed a chat widget on a website or Experience Cloud / LWR site; put a help agent on a channel (web chat, voice, phone, help portal); ground a help agent on Salesforce Knowledge; or wants an AI to answer customer questions, manage support cases, and escalate to a human. The right skill even when the request names only one part or references help-agent-spec.md or the Agentforce Quick Setup wizard. DO NOT TRIGGER when authoring a brand-new agent with no Help Agent lineage (use agentforce-adlc:agentforce-generate), configuring OAuth/ECAs (use integration-connectivity-connected-app-configure), or only deploying metadata (use platform-metadata-deploy).
What it needs
About 10k tokens when loaded.
What this skill does
service-helpagent-coordinate: Service Cloud Help Agent, guided setup Use this skill to stand up a Service Cloud Help Agent (an Agentforce Service Agent) on a Salesforce org from Claude Code, following the same guided flow as the Help Agent Quick Setup wizard. This is a coordinate skill: it orchestrates existing skills against a canonical spec — it does not author a new agent primitive. Why this skill exists Salesforce's official Help Agent template-creation API is not yet shipped. Without it, Claude has no built-in concept of "Help Agent" and would otherwise generate a generic agent. assets/help-agent-spec.md substitutes for the missing API: its agent script is the canonical template the eventual Quick Start UI will produce. Treat the spec as source of truth for the agent's lineage (topics, actions, instructions). Scope In scope: Guided, four-checkpoint Help Agent setup (identity → grounding → channel → go-live) Knowledge grounding via Agentforce Data Library (ADL) Web Chat / Help Portal channel setup and Experience Cloud site embed Readiness checks (licenses, Einstein Agent User, Data Cloud permission sets) Out of scope — delegate elsewhere: OAuth / External Client App setup → integration-connectivity-connected-app-configure Raw agent authoring with no Help Agent lineage → agentforce-adlc:agentforce-generate Metadata deploy/retrieve → platform-metadata-deploy Prerequisites Claude Code + Salesforce CLI installed and an authenticated org (see repo README.md) MCP servers registered: salesforce-api-context, metadata-experts, sobject-reads Salesforce Skills installed into .agents/skills/ (or .claude/skills/) A Salesforce org with the required features enabled (or enable-able via metadata): Agentforce, Einstein Generative AI, Knowledge, Experience Cloud, and Data Cloud. Any org shape that meets this bar works — production, sandbox, scratch, or Developer Edition. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills forcedotcom/service-helpagent-coordinate--b38092