智能体工作流

service-itsm-agentic-setup-uel-user-create

forcedotcom/sf-skills

Provision and enable a Unified Employee License (UEL) user in Salesforce with the full entity chain — User, Person Account, PersonContact, and Employee2 — through the Salesforce-hosted headless-360 MCP server. Use when the user asks to create a UEL user, set up a Unified Employee user account, enable an employee under the Unified Employee license, provision an employee with Person Account and Employee2 record, or onboard a new employee onto the Unified Employee profile. Triggers on: create UEL user, set up unified employee, provision unified employee, enable UEL employee, onboard employee user, create person account for employee. DO NOT TRIGGER when: the user asks to create a standard user without UEL, clone an existing user, manage existing user permissions only, assign incident permissions only, reset passwords only, or look up existing users without creation intent.

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安装命令

npx skills add https://github.com/forcedotcom/sf-skills --skill service-itsm-agentic-setup-uel-user-create

SKILL.md

Create and Enable a Unified Employee (UEL) User

Provision an employee under the Unified Employee License (UEL) by creating and linking a User on the Unified Employee license/profile, a Person Account (with an auto-generated Contact), and an Employee2 record, then assigning the required permission sets. Every operation runs through the Salesforce-hosted headless-360 MCP server (server key headless-360) via its four meta-tools (discover, describe, dispatch_readonly, dispatch). The org is derived from the OAuth JWT bound to the current MCP session — the skill never handles an org id, alias, or credentials — so the flow behaves identically against production and sandbox with no per-user MCP install.

Scope

  • In scope: Creating a new UEL User, Person Account, Employee2 record; assigning permission sets; verifying the full chain.
  • Out of scope: Standard user creation (non-UEL); cloning existing users; managing existing user permissions only; deactivating users; license assignment changes.