Agent skill · forcedotcom

service-omni-base-settings-configure

Use 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 guards writes with a sandbox/CDO/trial/DE safe_to_write check. It always surfaces the UI-only login-behavior gap in its report. Triggers: enable Omni-Channel, turn on Omni base settings, configure OmniChannelSettings, deploy Settings:OmniChannel. Do not use to configure downstream Omni entities (queues, presence, permissions — use the entity-specific skill) or to deploy other Settings types (use platform-metadata-deploy).

What it needs

About 3k tokens when loaded.

What this skill does

service-omni-base-settings-configure Enable the five OmniChannelSettings booleans (enableOmniChannel, enableOmniAutoLoginPrompt, enableOmniSecondaryRoutingPriority, enableOmniSkillsRouting, enableOmniStatusCapModel) via a single Metadata API deploy. Nothing downstream — queues, presence statuses, routing flows — works without enableOmniChannel=true, so this must be the first write in an Omni setup sequence. The skill probes first and deploys only when a toggle is false or missing. Inputs org-alias is the only input. All five toggles are always set to true — the skill takes no per-toggle overrides; a caller who wants a subset should use platform-metadata-deploy with their own OmniChannel.settings-meta.xml. Preconditions and safety Target org authenticated via sf CLI (My Domain URL, not .lightning.force.com), Service Cloud license present, sf CLI ≥ 2.139.6. Production guardrail: the writer computes safetowrite as IsSandbox OR TrialExpirationDate != null OR OrganizationType in {Developer Edition, Base Edition}, and blocks with no override when it is false. This permits CDOs (IsSandbox=false with a non-null TrialExpirationDate); do not weaken it to a bare IsSandbox check. Run configure-and-report.sh is the canonical entry point: run — probe; if all five are already enabled, emit reused (no deploy); otherwise run the safetowrite guard, deploy the explicit assets/force-app/main/default/settings/OmniChannel.settings-meta.xml source file with all five true (a SucceededPartial is treated as failure), re-probe, and emit configured iff all five are now true, else blocked. The explicit source path bypasses source-tracking no-op decisions when the org value has drifted. plan — probe only; emit reused if all enabled, else actionneeded. Never deploys. The probe retrieves Settings:OmniChannel and takes 1–2 minutes (Metadata retrieve is slow); this is expected. …

How to use it

Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:

@skills forcedotcom/service-omni-base-settings-configure

View the source on GitHub

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