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Service Itsm Agentic Setup Fulfiller Agent Configure

Beta

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:

  1. POST /nextgen-authoring/bundles (createBundleWithVersion) — creates the bundle + first version from the template's Agent Script.
  2. POST /nextgen-authoring/bundle-versions/{id}/publish — publishes the version (creates the underlying BotDefinition/BotVersion).
  3. 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 via createBundleWithVersionpublishactivate; 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 via sf.
  • 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 by service-itsm-agentic-setup-agentforce-studio-validate); low-level topic/action authoring; perm-set assignment; content-bundle deployment; CMDB CRUD; Discovery / Service Graph; the legacy createAgent route.

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.

  1. sf CLI 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.
  2. API v67.0+ — pinned in the URL path; do not hand-edit below the minimum.
  3. ITSM features + Fulfiller template provisioned (svc_itsm_intelligence__ITSrvcMgmtFulfiller). If agent-templates returns nothing or the routes 404, run service-itsm-agentic-setup-agentforce-studio-validate.
  4. 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 query directly — they use the CLI's stored session for the target org. Do not pull the accessToken out of sf org display and hand-build an HTTP request with it; that bypasses the CLI session and leaks a bearer token into shell context.

--json rule. sf data query takes --json (results come back in a .result.records[] envelope — that's what the classifier expects). sf api request rest does not — omit --json there; 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 agentScript field is the source of truth for the NGA create — not id. scripts/build-create-body.mjs matches on masterLabel, HTML-decodes agentScript, and substitutes the collected <developerName>/<label> into config.developer_name/config.agent_label before it becomes the bundle's resourceContent. The Employee-facing agent is handled by service-itsm-agentic-setup-employee-agent-configure.

Internal template normalization — never surfaced to the user. Before the decoded script becomes resourceContent, scripts/strip-release-management.mjs removes the topic ReleaseManagement: block — plus its go_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/generatePromptResponse on an org that has not enabled it; shipping it would make activate return HTTP 200 with a {success:false, "... does not exist"} silent-failure body. classify-action-availability.mjs applies 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.

  1. 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.md stays under the harness dir.
  2. Phase 1 — Preflight. Capture the Studio-access read into ${SCRATCH_DIR}/studio-access.json and the agent-templates read (with the required agentType=AgentforceEmployeeAgent query 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 emits template.botDefinitionId, template.id, and template.masterLabel from the matched row — capture all three; botDefinitionId is the primary Phase-2 idempotency key, template.id (the BotDefinition's AgentTemplate) the first fallback, and <developerName> the last fallback; masterLabel is the report's display label, not a key. Branch on verdict: READY ⇒ Phase 2; NOT-READY ⇒ prerequisite hand-off via AskUserQuestion (delegate to service-itsm-agentic-setup-agentforce-studio-validate on "yes"); ERROR ⇒ surface + stop; studio.signal="CANNOT-CONFIRM" (confirmed 404) does not block.
  3. Phase 2 — Idempotency (primary key botDefinitionId, fallbacks AgentTemplate then <developerName>). Take template.botDefinitionId and template.id from Phase 1. Present botDefinitionId ⇒ SOQL BotDefinition WHERE Id='<botDefinitionId>' OR AgentTemplate='<agentTemplate>' OR DeveloperName='<developerName>' with the BotVersions subquery (subquery is required — otherwise needsActivation is permanently false; the OR clauses make a dangling Id link — deleted target — fall back to the live agent instead of a false exists:false → duplicate create). Empty/null botDefinitionId (the normal Fulfiller case — the template row is never back-filled) ⇒ do NOT skip to create; read BotDefinition WHERE AgentTemplate='<agentTemplate>' OR DeveloperName='<developerName>' (a self-created agent from a prior run carries a null AgentTemplate, so DeveloperName is what recovers it; AgentTemplate would catch a hypothetical instantiated-from-template agent under any DeveloperName). <agentTemplate> is Phase-1 template.id. Either way classify via node "<skill_dir>/scripts/classify-agent-existence.mjs" ${SCRATCH_DIR}/bot-existing.json "<botDefinitionId-or-empty>" "<developerName>" "<agentTemplate>". Branch: exists:falsePhase 2c (action-availability gate, then create); exists:true + needsActivation:falseALREADY-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, so botDefinitionId and AgentTemplate are always null — a missing developerName check would re-create and hit DUPLICATE_VALUE.
  4. Phase 2b — Reactivation offer. AskUserQuestion: "Fulfiller agent <developerName> exists but latest version is Inactive. Activate it?". On Yes: POST /connect/bot-versions/<latestVersionId>/activation with {"status":"Active"} captured to ${SCRATCH_DIR}/activate-response.json, then node "<skill_dir>/scripts/classify-activate-result.mjs" ${SCRATCH_DIR}/activate-response.jsonPASS ⇒ Phase 7 (verdict ACTIVATED); FAIL ⇒ surface messages[] 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.
  5. Phase 2c — Action-availability preflight (create path only; reached only from Phase 2 exists:false). Capture sf api request rest "/services/data/v67.0/actions/custom/generatePromptResponse" --method GET to ${SCRATCH_DIR}/generate-prompt-response.json, then node "<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 on verdict: READY ⇒ Phase 3; NOT-READY ⇒ present the result under an "Attention" heading (never label it "Blocker") and raise an AskUserQuestion offering hand-off to service-itsm-agentic-setup-itsm-agentforce-permset-assign (surface missing[] 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 in references/action-availability.md.
  6. Phase 3 — Confirm-to-Write (REQUIRED, create path only). If ${outputDir} was provided, first render the checkpoint file via render-report.mjs with verdict:"PENDING CONFIRMATION" (skip for interactive runs). THEN raise the AskUserQuestion gate presenting developerName + label + "NGA-native from the Fulfiller template's Agent Script". Proceed only on explicit "yes"; on "no", re-render with verdict:"DECLINED".
  7. Phase 4 — Create. scripts/build-create-body.mjs ${SCRATCH_DIR}/agent-templates.json "IT Service Fulfiller" "<developerName>" "<label>" ${SCRATCH_DIR}/create-bundle-body.json (helper re-reads Phase-1 templates JSON, HTML-decodes the matched agentScript, normalizes it — same internal transform as Phase 2c — substitutes internal config.developer_name/config.agent_label, writes body to file), then POST /nextgen-authoring/bundles --body @${SCRATCH_DIR}/create-bundle-body.json. Capture response id — that is the bundleVersionId for Phases 5–6, not bundleId. 403 FUNCTIONALITY_NOT_ENABLED/404 ⇒ trigger the Phase-1 hand-off; build-script exit 3 ⇒ surface stderr.
  8. Phase 5 — Publish. POST /nextgen-authoring/bundle-versions/<bundleVersionId>/publish --body '{}' (empty body required). Success: { lastPublishedOn, publishedBotId, publishedBotVersionId } — this call creates the underlying BotDefinition/BotVersion. Any error ⇒ surface verbatim; never activate an unpublished version.
  9. Phase 6 — Activate. POST /nextgen-authoring/bundle-versions/<bundleVersionId>/activate --body '{}' captured to ${SCRATCH_DIR}/activate-response.json, then node "<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 ⇒ surface messages[], 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.
  10. Phase 7 — Verify. SOQL BotDefinition WHERE Id='<id>' (+ BotVersions subquery) and classify — <id> is the create path's publishedBotId (captured from Phase 5) or, on the ALREADY-CREATED / reactivation path, the live matched Id the Phase-2 classifier returned (its botDefinitionId/agentId output — the actual BotDefinition.Id of the matched record), not the Phase-1 template botDefinitionId (which is always null for the Fulfiller, so on any existing-agent hit the verify would run WHERE Id='' and falsely report failure after a successful skip/activation). Confirm exists:true, count:1, latestVersionStatus:"Active". Any discrepancy ⇒ report verbatim, do not fabricate success.
  11. Phase 8 — Aggregate verdict. Emit CREATED / ALREADY-CREATED / ACTIVATED / FAILED (ACTIVATED on the Phase-2b path) + BotDefinition Id / bundle id by re-invoking render-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: createBundleWithVersionpublishactivate, 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's AgentTemplate (Phase-1 template.id) as a defensive first fallback and the collected developerName as the real guard; BotDefinition WHERE Id='<botDefinitionId>' OR AgentTemplate='<agentTemplate>' OR DeveloperName='<developerName>' (the ORs cover a null/dangling botDefinitionId and — for the never-pre-provisioned Fulfiller with a null AgentTemplate — a self-created repeat by DeveloperName) + latest BotVersion.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 collected developerName/label; or write correctly skipped.
  • Same bundleVersionId (response id) used for publish + activate; reactivation used POST /connect/bot-versions/<id>/activation; legacy createAgent never called.
  • Phase-7 verify confirmed BotDefinition present + 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 Cloud
Agentforce

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