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Service Omni Attribute Routing Configure

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  • SKILL.md

service-omni-attribute-routing-configure

Manage the full WorkSkillRouting and WorkSkillRoutingAttribute lifecycle using the approved Tooling API contract. Create rules inactive, add all mappings, and activate only after at least one mapping exists.

Usage

bash scripts/configure-and-report.sh <org> list
bash scripts/configure-and-report.sh <org> get <rule-id>
bash scripts/configure-and-report.sh <org> create <developer-name> <label> <related-entity>
bash scripts/configure-and-report.sh <org> add-attribute <rule-id> <Entity.Field> <value> <skill-id> <level> <related-entity> [additional] [priority]
bash scripts/configure-and-report.sh <org> set-active <rule-id> true|false
CONFIRM_DELETE=1 bash scripts/configure-and-report.sh <org> delete-attribute <attribute-id>
CONFIRM_DELETE=1 bash scripts/configure-and-report.sh <org> delete-rule <rule-id>

Safety and behavior

  • Reads require View Setup. Writes require Customize Application and are refused on production customer orgs.
  • Omni-Channel and Skills-Based Routing must be enabled, and referenced Skill records must already exist.
  • Creation always starts inactive. Activation reads the complete Metadata compound, preserves all mappings, removes the read-only urls member, changes only isActive, and verifies with a cold read.
  • The script rejects activation without mappings, invalid skill levels, invalid additional-skill priorities, and deletion without CONFIRM_DELETE=1.
  • Existing identical mappings are reused.

Boundaries

Use service-omni-work-skill-routing-configure for the simpler one-mapping Metadata API workflow. Use this skill when the user explicitly needs Tooling CRUD, multiple mappings, activation control, or deletion.

Reference

Read references/api-notes.md before changing the payload or compound Metadata handling.

Related Skills

  • SkillSkill
    Salesforce
    Service Omni Work Skill Routing Configure

    Salesforce, Inc.

    Use to author an Omni WorkSkillRouting rule (field-based skill criteria): map a related-entity field value to a required Omni Skill (e.g. add the Voice skill when Case.Origin = Phone), deployed as one WorkSkillRouting record via the Metadata API. Idempote