智能体工作流

service-itsm-agentic-setup-itsm-agentforce-permset-assign

forcedotcom/sf-skills

Resolve missing ITSM Intelligence invocable actions so a Fulfiller NGA agent can activate. Reads which of the three Core Fulfiller persona permsets (IncidentFulfiller, ProblemFulfillerPermSet, ChangeRequestFulfillerPermSet) are provisioned, then assigns the running user the selected persona (plus backing PSL when license-gated) so svc_itsm_intelligence__* actions surface; hands off to service-itsm-agentic-setup-agentforce-studio-validate if none are provisioned. Use when the Fulfiller agent-configure skill reports missing actions on activate, when 'Invocable action svc_itsm_intelligence__X does not exist' surfaces, when a user asks to grant themselves Fulfiller prompt-template access, when asked to assign the Incident, Problem, or Change Fulfiller persona permission set, or when resolving missing ITSM Intelligence action access for the Fulfiller agent. DO NOT TRIGGER for Employee-agent access, Agentforce for IT Service toggles, agent creation, CMDB access, or generic permset assignment.

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安装命令

npx skills add https://github.com/forcedotcom/sf-skills --skill service-itsm-agentic-setup-itsm-agentforce-permset-assign

SKILL.md

Assign an ITSM Fulfiller Persona Permission Set (Prompt-Template Access)

Grants the running user one of the Core-shipped Fulfiller persona permission sets that expose the svc_itsm_intelligence__* prompt-template invocable actions on the target org — the actions the Fulfiller NGA agent scripts reference via source: / target: generatePromptResponse://.... When those invocables are not surfaced by /services/data/v67.0/actions/custom/generatePromptResponse for the running user, the Fulfiller agent-configure skill's Phase 6 activate call returns HTTP 200 with a silent {success:false, messages:[{... "does not exist"}]} body and the agent never becomes usable. This skill fixes that gap by assigning the correct Fulfiller persona permset (and its backing license when one exists) — or, when no Fulfiller persona permset is provisioned on the org at all, hands off to the Agentforce Studio configure/validate skill so the ITSM AddOn(s) can be enabled first.

The three Fulfiller persona permsets, their AddOns, PSLs, and the userPerms they grant are documented in references/permset-topology.md. All are Core-shipped in namespace force — there is no managed-package namespaced permset for this feature.

Employee agent is out of scope. The Employee NGA agent's access model is separate (org-preferences + a different persona layer) and does not map onto these three persona permsets.

Every call runs through the Salesforce CLI (sf):

  • sf api request rest — authenticated Connect API GET (identity, verify read).
  • sf data query — SOQL on PermissionSet (persona presence), PermissionSetAssignment / PermissionSetLicenseAssign (idempotency).
  • sf org assign permset — assigning the permission set for the running user.
  • No token is ever extracted; no MCP is used.

Scope

  • In scope: detecting which of the three Fulfiller persona permsets (IncidentFulfiller, ProblemFulfillerPermSet, ChangeRequestFulfillerPermSet) are provisioned on the org, letting the user pick which persona to assign, checking existing assignments, assigning the permission-set license (when the persona is license-gated) and permission set to the running user (or a named user), verifying the target svc_itsm_intelligence__* invocable actions surface via a follow-up /actions/custom/generatePromptResponse read.
  • Out of scope: Employee-agent access (different access model, different skill), installing/enabling the ITSM AddOn(s) or content bundle (hand off to service-itsm-agentic-setup-agentforce-studio-validate), enabling org-level Agentforce feature toggles, creating a permission set, creating or activating the Fulfiller agent (that's service-itsm-agentic-setup-fulfiller-agent-configure), CMDB access (service-itsm-agentic-setup-cmdb-access-assign), generic non-ITSM permission-set assignment (dx-org-permission-set-assign).