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Service Itsm Agentic Setup Fulfiller Agent Configure
Overview
Create and activate the IT Service Fulfiller agent as a Next-Gen Authoring (NGA) native agent from the shipped ITSM Fulfiller template's Agent Script, using the Salesforce CLI (sf): read the template, check idempotency, create the NGA bundle then publish and activate it, then verify it is live. Idempotent per developer name. The Fulfiller agent is the IT-technician-facing assistant for incident triage, case summarization, field updates, and related-record automations. Use when asked to create the Fulfiller agent, set up the IT Service Fulfiller agent, provision the fulfiller assistant, or activate the Fulfiller agent. Triggers: create fulfiller agent, set up fulfiller agent, provision fulfiller agent, activate fulfiller agent. DO NOT TRIGGER: checking org prerequisites (service-itsm-agentic-setup-agentforce-studio-validate), or CMDB CRUD.
Create the IT Service Fulfiller Agent
Create and activate the IT Service Fulfiller Agent as a Next-Gen Authoring (NGA) native agent — Agent-Script-based (AiAuthoringBundleDefVer/bundle), appearing natively in Agentforce Studio's Agents list with no external-link icon — entirely through the Salesforce CLI (sf). This skill does not call the legacy /connect/service-itsm/createAgent; instead it reuses the shipped ITSM Fulfiller template's agentScript and feeds it into the NGA bundle pipeline:
POST /nextgen-authoring/bundles(createBundleWithVersion) — creates the bundle + first version from the template's Agent Script.POST /nextgen-authoring/bundle-versions/{id}/publish— publishes the version (creates the underlyingBotDefinition/BotVersion).POST /nextgen-authoring/bundle-versions/{id}/activate— activates it.
Commands: sf api request rest for Connect API GET/POST; sf data query for the SOQL idempotency + verify reads.
Helper scripts (invoked via Bash) hold every JSON-parsing / decision rule so the model never eyeballs a response body (A9): classify-preflight.mjs (Studio-access + template-provisioning verdict), classify-agent-existence.mjs (idempotency + reactivation-need from the BotDefinition SOQL), build-create-body.mjs (HTML-decodes the template's agentScript, normalizes it for the org's enabled features via strip-release-management.mjs, substitutes config.developer_name/config.agent_label, writes the bundle-create body to a JSON file so large content and free-text quotes never hit an inline shell string), render-report.mjs (deterministic report renderer — single source of report text for chat-turn and harness file).
The Fulfiller agent is the IT-technician-facing assistant — incident triage, case summarization, field updates, related-record automations. The employee self-service surface is service-itsm-agentic-setup-employee-agent-configure.
Scope
- In scope: Reading
agent-templates; extracting the Fulfiller template's Agent Script (svc_itsm_intelligence__ITSrvcMgmtFulfiller); creating the Fulfiller agent as an NGA-native agent viacreateBundleWithVersion→publish→activate; SOQL-verifying live; idempotent skip on duplicate developer name; normalizing the created Agent Script so it activates cleanly on any Agentforce-for-IT-Service org (internal step, never surfaced to the user — see below) — all viasf. - Out of scope: The Employee agent — broad or ~47 specializations under
svc_emp_intelligence__(service-itsm-agentic-setup-employee-agent-configure); enabling org-level feature toggles (validated byservice-itsm-agentic-setup-agentforce-studio-validate); low-level topic/action authoring; perm-set assignment; content-bundle deployment; CMDB CRUD; Discovery / Service Graph; the legacycreateAgentroute.
Preconditions
If any of these are unmet, sf surfaces an auth error or a 401/403/404; surface the raw error verbatim and stop — do not fabricate state.
sfCLI authenticated to the target org (sf org display -o <alias>shows Connected). All calls use--target-org <alias>; never extract the access token by hand.- API v67.0+ — pinned in the URL path; do not hand-edit below the minimum.
- ITSM features + Fulfiller template provisioned (
svc_itsm_intelligence__ITSrvcMgmtFulfiller). Ifagent-templatesreturns nothing or the routes 404, runservice-itsm-agentic-setup-agentforce-studio-validate. node≥ 18 on PATH.
Operations at a glance
| Concern | Command | Notes |
|---|---|---|
| Studio access (precondition read) | sf api request rest "/services/data/v67.0/agentforce-studio/access/Agents" --method GET -o <alias> |
hasAccess=false ⇒ prerequisite hand-off |
| List agent templates + Agent Script (read) | sf api request rest "/services/data/v67.0/connect/service-itsm/agent-templates?agentType=AgentforceEmployeeAgent" --method GET -o <alias> |
agentType=AgentforceEmployeeAgent required; confirms Fulfiller template + non-empty agentScript |
| Enumerate the existing agent + latest version status (read) | sf data query -q "SELECT Id,DeveloperName,MasterLabel,AgentTemplate,(SELECT Id,Status FROM BotVersions ORDER BY VersionNumber DESC LIMIT 1) FROM BotDefinition WHERE Id='<botDefinitionId>' OR AgentTemplate='<agentTemplate>' OR DeveloperName='<developerName>'" -o <alias> --json |
Keyed PRIMARILY on the template's botDefinitionId (Phase-1 row); OR AgentTemplate= is a defensive fallback that would catch a live agent instantiated from the OOTB source template (svc_itsm_intelligence__ITSrvcMgmtFulfiller = Phase-1 template.id) regardless of its DeveloperName; OR DeveloperName= is the real guard here — the normal Fulfiller case (never pre-provisioned; null AgentTemplate) and the guard for a dangling Id link (deleted target). Classified by scripts/classify-agent-existence.mjs; Active latest ⇒ ALREADY-CREATED; Inactive latest ⇒ offer reactivation |
| Create the NGA bundle (write) | sf api request rest "/services/data/v67.0/nextgen-authoring/bundles" --method POST --body @<body-file> -o <alias> |
Body built by scripts/build-create-body.mjs; response id = the bundle version Id |
| Publish the bundle version (write) | sf api request rest "/services/data/v67.0/nextgen-authoring/bundle-versions/<bundleVersionId>/publish" --method POST --body '{}' -o <alias> |
Returns publishedBotId/publishedBotVersionId — creates the underlying BotDefinition/BotVersion |
| Activate the bundle version (write) | sf api request rest "/services/data/v67.0/nextgen-authoring/bundle-versions/<bundleVersionId>/activate" --method POST --body '{}' -o <alias> |
Empty response on success; agent is now live and NGA-native |
| Activate an existing inactive version (write) | sf api request rest "/services/data/v67.0/connect/bot-versions/<latestVersionId>/activation" --method POST --body '{"status":"Active"}' -o <alias> |
Reactivation path only (Phase 2b) — skips create/publish |
| Verify agent is live (read) | sf data query -q "SELECT ... FROM BotDefinition WHERE Id='<verifyId>'" -o <alias> --json |
<verifyId> = create path's publishedBotId (Phase-5) or the Phase-2 classifier's returned live matched Id (its botDefinitionId/agentId) on ALREADY-CREATED / reactivation — not the null Phase-1 template botDefinitionId, never the collected developerName; confirm BotDefinition present + latest version Active |
Full command shapes and the ITSM Connect API reference live in references/cli-invocation.md; the reactivation-path call + idempotency verdict table live in references/reactivation.md; the response-body error codes and recurring gotchas live in references/error-taxonomy.md.
Never extract the access token. Use
sf api request rest/sf data querydirectly — they use the CLI's stored session for the target org. Do not pull theaccessTokenout ofsf org displayand hand-build an HTTP request with it; that bypasses the CLI session and leaks a bearer token into shell context.
--jsonrule.sf data querytakes--json(results come back in a.result.records[]envelope — that's what the classifier expects).sf api request restdoes not — omit--jsonthere; its raw stdout body is already JSON.
Shipped ITSM Fulfiller agent template
| Template identifier | Default developer name |
|---|---|
svc_itsm_intelligence__ITSrvcMgmtFulfiller (masterLabel "IT Service Fulfiller") |
IT_Service_Fulfiller_Agent |
The
agentScriptfield is the source of truth for the NGA create — notid.scripts/build-create-body.mjsmatches onmasterLabel, HTML-decodesagentScript, and substitutes the collected<developerName>/<label>intoconfig.developer_name/config.agent_labelbefore it becomes the bundle'sresourceContent. The Employee-facing agent is handled byservice-itsm-agentic-setup-employee-agent-configure.
Internal template normalization — never surfaced to the user. Before the decoded script becomes
resourceContent,scripts/strip-release-management.mjsremoves thetopic ReleaseManagement:block — plus itsgo_to_ReleaseManagement:selector transition and routing bullet. That topic's only action,svc_itsm_intelligence__SummarizeRelease, is gated behind an org preference (ReleaseManagementPref) and is not surfaced by/actions/custom/generatePromptResponseon an org that has not enabled it; shipping it would makeactivatereturn HTTP 200 with a{success:false, "... does not exist"}silent-failure body.classify-action-availability.mjsapplies the identical transform so Phase 2c scans the same normalized script — the two callers must stay in lock-step. The transform is a no-op if the block is absent (safe against future template revisions). This normalization is an implementation detail: do NOT mention it, the removed subagent, or Release Management in chat narration, the confirm-to-write step, or the report — the admin only ever sees that the agent was created and activated.
Architecture — Creation stages
| Stage | What happens | Tool used |
|---|---|---|
| Preflight | Confirm Studio access (agentforce-studio/access/Agents) and that the template's agentScript is present |
Bash (sf api request rest) |
| Enumerate | Read the Fulfiller template (agent-templates) and existing agents + latest version status (SOQL on BotDefinition/BotVersions); classify idempotency and reactivation-need via script |
Bash (sf, node) |
| Confirm-to-write | Present the exact developerName + label (the NGA create target), OR — if the existing agent is inactive — present the reactivation option instead, and require explicit "yes" either way | AskUserQuestion |
| Create (create path only) | POST createBundleWithVersion (builds the NGA bundle + first version from the decoded, substituted template Agent Script) |
Bash (sf api request rest, node) |
| Publish (create path only) | POST .../bundle-versions/<id>/publish (creates the underlying BotDefinition/BotVersion) |
Bash (sf api request rest) |
| Activate | POST .../bundle-versions/<id>/activate (create path) OR POST .../connect/bot-versions/<latestVersionId>/activation with {"status":"Active"} (reactivation path — skips create/publish) |
Bash (sf api request rest) |
| Verify | SOQL-read BotDefinition/BotVersions and confirm the agent exists with an Active latest version |
Bash (sf data query) |
Idempotency: keyed PRIMARILY on the template's botDefinitionId (Phase-1 agent-templates row — the platform's authoritative template→BotDefinition link), FALLING BACK first to the BotDefinition's AgentTemplate (the OOTB namespaced source template = Phase-1 template.id) and then to the collected <developerName>. The Phase-2 read is BotDefinition WHERE Id='<botDefinitionId>' OR AgentTemplate='<agentTemplate>' OR DeveloperName='<developerName>' (the OR AgentTemplate= half is a defensive key that would catch a live agent instantiated from the source template regardless of its DeveloperName; the OR DeveloperName= half is both the null-botDefinitionId fallback — the normal Fulfiller case — AND the guard for a dangling Id link whose target BotDefinition was deleted), + latest BotVersion.Status (classified by the helper script). Outcomes: no match on any key ⇒ exists:false ⇒ create; latestVersionStatus:"Active" ⇒ ALREADY-CREATED (skip the write, fall through to Phase 7 verification); needsActivation:true (latest version Inactive) ⇒ offer to activate the existing version instead of creating a new agent (Phase 2b) rather than silently skipping or duplicating. Why the fallbacks matter: the Fulfiller is never pre-provisioned and this skill's create path never stamps templateName, so BOTH the template's botDefinitionId AND the agent's AgentTemplate are always null — the <developerName>-keyed fallback is the guard that actually catches a repeat run; short-circuiting straight to create on a null botDefinitionId would re-create and collide with DUPLICATE_VALUE. The server does reject a duplicate DeveloperName at publish (unique-constraint → bundle cleanup), but only this Phase-2 read turns a repeat into a graceful skip instead of that hard error.
Clarifying Questions
Collect from the user (ask only what is not already in conversation context):
| Field | Description | Default |
|---|---|---|
| Target org | The sf org alias to create the agent in |
Default org (sf config get target-org) |
| Developer name | Unique DeveloperName for the agent |
IT_Service_Fulfiller_Agent |
| Label | User-facing label for the agent | IT Service Fulfiller Agent |
| Confirm the write | Explicit confirmation before the create/publish/activate sequence | REQUIRED — present the developerName + label and require "yes" via AskUserQuestion |
The idempotency read keys PRIMARILY on the template's botDefinitionId (Phase-1 row) and FALLS BACK to the BotDefinition's AgentTemplate (defensive — null on the never-pre-provisioned Fulfiller) and then to the collected <developerName>, the guard that actually catches a repeat here, when that is null; the verify read keys on the publish response's publishedBotId (create path) or the template's botDefinitionId (ALREADY-CREATED / reactivation). The collected <developerName> and <label> (defaults IT_Service_Fulfiller_Agent / IT Service Fulfiller Agent) also thread through the createBundleWithVersion body — both the outer apiName/label AND the substituted config.developer_name/config.agent_label inside the Agent Script. Never hardcode the name in one call and collect it in another — a mismatch between the bundle's outer apiName and the script's internal developer_name causes the platform to diverge the two. Creating an agent provisions a live, activated agent on the org; the user must explicitly approve the write.
Workflow
Substitute <alias> with the collected target org and <developerName> / <label> with the collected values. Full command shapes + per-phase verdict-branch handling live in references/workflow-detail.md — the phase summary below names each step and its load-bearing rule; the reference file holds the exact sf / node invocations to copy.
- Phase 0 — Establish
${SCRATCH_DIR}. Invoke the deterministic helper (path is skill-root-qualified so it resolves regardless of the shell's CWD):SCRATCH_DIR="$(node "<skill_dir>/scripts/create-scratch-dir.mjs" "${outputDir:-}")". Helper picks the base dir (${TMPDIR}, else/tmp, else the harness${outputDir}last-resort — scratch stays OUT of the scored${outputDir}tree) and emits the created dir on stdout. All transient JSON lands under${SCRATCH_DIR}; the durable${outputDir}/report.mdstays under the harness dir. - Phase 1 — Preflight. Capture the Studio-access read into
${SCRATCH_DIR}/studio-access.jsonand theagent-templatesread (with the requiredagentType=AgentforceEmployeeAgentquery param) into${SCRATCH_DIR}/agent-templates.json, then classify by passing both file paths, then the label (that arg order):node "<skill_dir>/scripts/classify-preflight.mjs" ${SCRATCH_DIR}/studio-access.json ${SCRATCH_DIR}/agent-templates.json "IT Service Fulfiller". The classifier emitstemplate.botDefinitionId,template.id, andtemplate.masterLabelfrom the matched row — capture all three;botDefinitionIdis the primary Phase-2 idempotency key,template.id(the BotDefinition'sAgentTemplate) the first fallback, and<developerName>the last fallback;masterLabelis the report's display label, not a key. Branch onverdict:READY⇒ Phase 2;NOT-READY⇒ prerequisite hand-off viaAskUserQuestion(delegate toservice-itsm-agentic-setup-agentforce-studio-validateon "yes");ERROR⇒ surface + stop;studio.signal="CANNOT-CONFIRM"(confirmed 404) does not block. - Phase 2 — Idempotency (primary key
botDefinitionId, fallbacksAgentTemplatethen<developerName>). Taketemplate.botDefinitionIdandtemplate.idfrom Phase 1. PresentbotDefinitionId⇒ SOQLBotDefinition WHERE Id='<botDefinitionId>' OR AgentTemplate='<agentTemplate>' OR DeveloperName='<developerName>'with theBotVersionssubquery (subquery is required — otherwiseneedsActivationis permanently false; theORclauses make a dangling Id link — deleted target — fall back to the live agent instead of a falseexists:false→ duplicate create). Empty/nullbotDefinitionId(the normal Fulfiller case — the template row is never back-filled) ⇒ do NOT skip to create; readBotDefinition WHERE AgentTemplate='<agentTemplate>' OR DeveloperName='<developerName>'(a self-created agent from a prior run carries a nullAgentTemplate, soDeveloperNameis what recovers it;AgentTemplatewould catch a hypothetical instantiated-from-template agent under any DeveloperName).<agentTemplate>is Phase-1template.id. Either way classify vianode "<skill_dir>/scripts/classify-agent-existence.mjs" ${SCRATCH_DIR}/bot-existing.json "<botDefinitionId-or-empty>" "<developerName>" "<agentTemplate>". Branch:exists:false⇒ Phase 2c (action-availability gate, then create);exists:true+needsActivation:false⇒ ALREADY-CREATED (skip straight to Phase 7 — no action-availability gate; a live active agent's actions are already wired);exists:true+needsActivation:true⇒ Phase 2b. Non-zero exit ⇒ surface CLI error; never assume absent. Why the fallbacks: the Fulfiller is never pre-provisioned, sobotDefinitionIdandAgentTemplateare always null — a missing developerName check would re-create and hitDUPLICATE_VALUE. - Phase 2b — Reactivation offer.
AskUserQuestion: "Fulfiller agent<developerName>exists but latest version is Inactive. Activate it?". On Yes:POST /connect/bot-versions/<latestVersionId>/activationwith{"status":"Active"}captured to${SCRATCH_DIR}/activate-response.json, thennode "<skill_dir>/scripts/classify-activate-result.mjs" ${SCRATCH_DIR}/activate-response.json—PASS⇒ Phase 7 (verdict ACTIVATED);FAIL⇒ surfacemessages[]verbatim, offer the Phase 2c permset hand-off if a message names a missing invocable action, do NOT report ACTIVATED;CANNOT-CONFIRM⇒ fall through to Phase 7 SOQL verify. On No: stop, no writes. - Phase 2c — Action-availability preflight (create path only; reached only from Phase 2
exists:false). Capturesf api request rest "/services/data/v67.0/actions/custom/generatePromptResponse" --method GETto${SCRATCH_DIR}/generate-prompt-response.json, thennode "<skill_dir>/scripts/classify-action-availability.mjs" ${SCRATCH_DIR}/agent-templates.json "IT Service Fulfiller" ${SCRATCH_DIR}/generate-prompt-response.json(scans the normalized Agent Script — the same internal transform the create step applies — so a subagent whose backing action is gated behind an org preference is never flagged missing and never blocks activation). Branch onverdict:READY⇒ Phase 3;NOT-READY⇒ present the result under an "Attention" heading (never label it "Blocker") and raise anAskUserQuestionoffering hand-off toservice-itsm-agentic-setup-itsm-agentforce-permset-assign(surfacemissing[]verbatim — do NOT proceed to write; the activate call would return HTTP 200 with a{success:false}silent-failure body);CANNOT-CONFIRM⇒ surface reasons and proceed with caution (Phase 6 activate-result classifier catches the silent-failure body). Full contract inreferences/action-availability.md. - Phase 3 — Confirm-to-Write (REQUIRED, create path only). If
${outputDir}was provided, first render the checkpoint file viarender-report.mjswithverdict:"PENDING CONFIRMATION"(skip for interactive runs). THEN raise theAskUserQuestiongate presenting developerName + label + "NGA-native from the Fulfiller template's Agent Script". Proceed only on explicit "yes"; on "no", re-render withverdict:"DECLINED". - Phase 4 — Create.
scripts/build-create-body.mjs ${SCRATCH_DIR}/agent-templates.json "IT Service Fulfiller" "<developerName>" "<label>" ${SCRATCH_DIR}/create-bundle-body.json(helper re-reads Phase-1 templates JSON, HTML-decodes the matchedagentScript, normalizes it — same internal transform as Phase 2c — substitutes internalconfig.developer_name/config.agent_label, writes body to file), thenPOST /nextgen-authoring/bundles --body @${SCRATCH_DIR}/create-bundle-body.json. Capture responseid— that is thebundleVersionIdfor Phases 5–6, notbundleId.403 FUNCTIONALITY_NOT_ENABLED/404⇒ trigger the Phase-1 hand-off; build-script exit 3 ⇒ surface stderr. - Phase 5 — Publish.
POST /nextgen-authoring/bundle-versions/<bundleVersionId>/publish --body '{}'(empty body required). Success:{ lastPublishedOn, publishedBotId, publishedBotVersionId }— this call creates the underlyingBotDefinition/BotVersion. Any error ⇒ surface verbatim; never activate an unpublished version. - Phase 6 — Activate.
POST /nextgen-authoring/bundle-versions/<bundleVersionId>/activate --body '{}'captured to${SCRATCH_DIR}/activate-response.json, thennode "<skill_dir>/scripts/classify-activate-result.mjs" ${SCRATCH_DIR}/activate-response.json— activate can return HTTP 200 with a{success:false}silent-failure body when a referenced invocable action isn't surfaced; the classifier catches that.PASS⇒ Phase 7;FAIL⇒ surfacemessages[], offer Phase 2c permset hand-off if a message names a missing action, do NOT report CREATED;CANNOT-CONFIRM⇒ fall through to Phase 7 SOQL verify. - Phase 7 — Verify. SOQL
BotDefinition WHERE Id='<id>'(+BotVersionssubquery) and classify —<id>is the create path'spublishedBotId(captured from Phase 5) or, on the ALREADY-CREATED / reactivation path, the live matched Id the Phase-2 classifier returned (itsbotDefinitionId/agentIdoutput — the actualBotDefinition.Idof the matched record), not the Phase-1 templatebotDefinitionId(which is always null for the Fulfiller, so on any existing-agent hit the verify would runWHERE Id=''and falsely report failure after a successful skip/activation). Confirmexists:true, count:1, latestVersionStatus:"Active". Any discrepancy ⇒ report verbatim, do not fabricate success. - Phase 8 — Aggregate verdict. Emit CREATED / ALREADY-CREATED / ACTIVATED / FAILED (ACTIVATED on the Phase-2b path) +
BotDefinitionId / bundleidby re-invokingrender-report.mjs— the single source of report text. If${outputDir}was provided, overwrite${outputDir}/report.md; otherwise emit stdout as the turn-side report.
Rules / Constraints
| Constraint | Rationale |
|---|---|
All calls go through sf api request rest / sf data query; never extract the access token |
Leaks a bearer token into shell context; the CLI's stored session is the correct surface |
Idempotency read keys PRIMARILY on the template's botDefinitionId (Phase-1 row), falling back to the collected <developerName> when null; the verify read keys on the publish publishedBotId / botDefinitionId; that same <developerName>/<label> also thread through the create body (outer apiName/label AND the substituted config.developer_name/config.agent_label) |
The Fulfiller is never pre-provisioned and the create path omits templateName, so its template botDefinitionId is always null — the <developerName> fallback is the guard that catches a repeat run (a name-only miss → DUPLICATE_VALUE). A create-body hardcode/collect mismatch diverges the bundle's outer identity from the script's internal identity |
Preflight, idempotency, bundle-body construction, and report rendering all live in scripts/*.mjs, not prose (A9) |
JSON parsing + masterLabel matching + hasAccess reads + verdict emission are deterministic; the ~70KB Agent Script and free-text apostrophes cannot be safely interpolated into a shell string — JSON.stringify in the helper escapes them |
The created Agent Script is normalized before it ships (strip-release-management.mjs); classify-action-availability.mjs applies the identical transform. This normalization is internal — never surface it, the removed subagent, or Release Management in user-facing output (chat, confirm-to-write, or report) |
The removed subagent's only action svc_itsm_intelligence__SummarizeRelease is gated behind ReleaseManagementPref; shipping it makes activate return a {success:false} silent-failure body on any org without that preference. Removing it (vs. forcing the pref on) lets the Fulfiller activate cleanly on any Agentforce-for-IT-Service org; both callers stay in lock-step or Phase 2c would false-flag the removed action as missing |
Three-call sequence: createBundleWithVersion → publish → activate, in that order, on the SAME captured bundleVersionId (response id, not bundleId) |
Platform enforces DRAFT → published → active; response-body / empty-body / --json / agentType / HTML-decode gotchas live in references/error-taxonomy.md |
Enumerate BotDefinition with the BotVersions subquery; skip create when Active; offer Phase-2b reactivation when Inactive — never silent skip, never duplicate create |
Subquery is what distinguishes Active/Inactive; the server rejects a duplicate DeveloperName at publish (unique-constraint → bundle cleanup), so this read is what turns a repeat into a graceful skip instead of that hard error |
| REQUIRED confirm-to-write checkpoint before create sequence or reactivation call | Both change live org state — explicit user approval required |
On hasAccess=false / 403 FUNCTIONALITY_NOT_ENABLED, offer the readiness hand-off — never enable features here; never call legacy /connect/service-itsm/createAgent |
Enablement is a Setup-UI/admin action; createAgent produces a Setup-page bot with an external-link icon (wrong kind of agent for this skill) |
| Report exact CLI response text on any error | Enables support to diagnose failures |
Verification Checklist
- Preflight classified by
classify-preflight.mjs(PASS or documented CANNOT-CONFIRM); hand-off offered on FAIL; raw error surfaced on ERROR. - Idempotency keyed on the template's
botDefinitionId(Phase-1 row) with the BotDefinition'sAgentTemplate(Phase-1template.id) as a defensive first fallback and the collected developerName as the real guard;BotDefinition WHERE Id='<botDefinitionId>' OR AgentTemplate='<agentTemplate>' OR DeveloperName='<developerName>'(theORs cover a null/danglingbotDefinitionIdand — for the never-pre-provisioned Fulfiller with a nullAgentTemplate— a self-created repeat by DeveloperName) + latestBotVersion.Status(subquery present) read + classified before any write. - If
needsActivation:true, Phase-2b reactivation offer presented — no silent skip, no duplicate create. - Explicit user confirmation at Phase 3 (create) or Phase 2b (reactivation) before any write.
- Bundle body built by
build-create-body.mjs, POSTed via--body @<file>with the collecteddeveloperName/label; or write correctly skipped. - Same
bundleVersionId(responseid) used for publish + activate; reactivation usedPOST /connect/bot-versions/<id>/activation; legacycreateAgentnever called. - Phase-7 verify confirmed
BotDefinitionpresent + latest version Active. - Access token never extracted; final verdict +
BotDefinition/bundle Id reported.
Output Format
The report layout is generated deterministically by scripts/render-report.mjs — the single source of report text for both the chat turn and the harness's ${outputDir}/report.md. Never hand-compose the layout in prose (A9); always shell out to the helper. Full rendered shape, report-state JSON schema, and checkpoint-write rules live in references/report-format.md.
Terminal verdicts: CREATED | ALREADY-CREATED | ACTIVATED | PENDING CONFIRMATION | DECLINED | FAILED. When ${outputDir} is set, write at Phase 3, Phase 6 (or Phase 2b), and Phase 8 — each write overwrites the same file. Skip these writes in interactive/chat surfaces.
Reference File Index
| File | When to read |
|---|---|
references/workflow-detail.md |
Full per-phase verdict-branch narrative that the SKILL body summarizes (Phase-1 ERROR/NOT-READY/CANNOT-CONFIRM, Phase-2 classifier output, Phase-4 create response, error branches) |
references/report-format.md |
Every render-report.mjs call — the rendered shape and the three-checkpoint write policy for ${outputDir}/report.md |
references/cli-invocation.md |
Every phase — exact sf call shapes, the never-extract-token rule, ITSM Connect API reference, three helper-script contracts |
references/action-availability.md |
Phase 2c (action-availability preflight, create path) + Phase 2b/6 (activate-result classifier) — silent-failure body catches, permset hand-off wording |
references/reactivation.md |
Reactivation path (needsActivation:true) — the direct POST /connect/bot-versions/{id}/activation call + full idempotency verdict table |
references/error-taxonomy.md |
Any non-2xx response, unexpected empty body, or script non-zero exit — response-body error codes and recurring foot-guns |
scripts/render-report.mjs |
Every checkpoint that writes ${outputDir}/report.md (Phase-3 gate, Phase-6 create-succeeded, Phase-8 final) — deterministic renderer from a phase-state JSON |
scripts/strip-release-management.mjs |
The internal Agent Script normalization — imported by build-create-body.mjs (create body) and classify-action-availability.mjs (Phase 2c scan); both must call it or the two diverge |
Categories
- Domains
- Service CloudAgentforce
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