AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Service Omni Queue Members Assign

Beta
undefinedFiles
  • SKILL.md

service-omni-queue-members-assign

Bind N agent users into a Salesforce Queue via GroupMember Data API POSTs. Without queue membership, Omni-Channel routing sees an empty pool for the queue and never assigns work. Detection is SOQL-based (the same detect-then-POST shape as service-omni-queue-routing-config-deploy), so only missing memberships are created and the skill is safe to re-run. Agent users come from service-omni-agent-users-create, the queue from service-omni-queue-deploy, and the users' Omni permissions from service-omni-permission-set-assign.

Inputs

bash scripts/verify-and-bind.sh <org-alias> [queue-developer-name=CaseQueue] [count=3] [explicit-members-csv]
# demo agents (default):
bash scripts/verify-and-bind.sh myorg CaseQueue 3
# real agents by username/id:
bash scripts/verify-and-bind.sh myorg VoiceQueue "" "jdoe@acme.com,005XX000001abcd"
  • org-alias (required).
  • queue-developer-name (optional, default CaseQueue).
  • count (optional, default 3, range 1..10) — must match the agent user count; ignored in explicit mode.
  • explicit-members-csv (optional 4th positional, or MEMBER_USERNAMES_CSV / MEMBER_USER_IDS_CSV) — each token is a Username or a 15/18-char User Id; the count is derived from the list.

Preconditions and safety

  • Target org authenticated via sf CLI (My Domain URL), Service Cloud license, sf CLI ≥ 2.139.6.
  • The executing user has PermissionsModifyAllData (standard on System Administrator).
  • The agent users exist (service-omni-agent-users-create) and the queue exists (service-omni-queue-deploy); a missing user set or queue blocks with a pointer to the right skill (queues cannot be created via the Data API).
  • The three-way safe_to_write production guard applies — adding users to a production queue mis-routes real customer work, so it blocks with no override.

Run

verify-and-bind.sh runs the whole cycle:

  1. Compute safe_to_write; derive the 8-char org suffix.
  2. Resolve the queue Group.Id by DeveloperName + Type='Queue'; block if missing.
  3. Resolve the member set — generated mode queries User for agent{1..N}.<suffix>@example.com (block if any expected user is missing); explicit mode resolves each supplied token and requires every one to be an ACTIVE user.
  4. Query existing GroupMember for the queue; compute the users not yet bound.
  5. POST one GroupMember per missing user (individual POSTs, no allOrNone).
  6. Re-query to confirm final membership and emit the report.

Behavior

Two member sources, never mixed. The default generated pattern keeps the user-create → member-assign handoff deterministic; explicit mode is opt-in for real agents and takes over count derivation. In explicit mode, a token that does not resolve to an active user blocks the run — binding a typo'd or inactive user would silently under-populate the queue.

Idempotency and honesty. POSTs are individual so one failed binding (e.g. a race with another admin) never rolls back its successful siblings, and the skill re-queries after all POSTs — a 201 only means the write was accepted; a subsequent SOQL confirms the row is visible to the routing engine. The before snapshot includes members already present, even non-demo users added out-of-band, so the coordinator can see full membership state.

Non-destructive. Create-only; it never removes or reassigns existing members.

Output contract

A single JSON object with statusbound | reused | partial | blocked, the resolved queue, org_suffix, member_source (generated_pattern | explicit), requested_count, a before snapshot, bound_this_run/bound_count, reused_count, an after snapshot, manual_actions, and blocking_issue.

  • bound — at least one new member created; final state matches the expected count.
  • reused — all expected users were already members; nothing POSTed.
  • partial — some POSTs failed; the re-query shows fewer members than requested (details in blocking_issue).
  • blocked — precondition failed (production org, missing queue, missing users, missing permissions).

bound_count + reused_count == requested_count unless partial; blocking_issue is non-null only for blocked/partial.

Limitations

  • Generated and explicit modes are mutually exclusive per run.
  • Create-only; removing or reassigning members is out of scope.
  • Does not create the queue or the users, and does not assign permission sets or presence configs.

References

File When to read
references/api-notes.md Before the detect/bind cycle — GroupMember schema, the queue-vs-public-group distinction, why UserOrGroupId is polymorphic, and common POST failures
scripts/tests/test_queue_members_contracts.py When validating changes — run python3 scripts/tests/test_queue_members_contracts.py from this skill directory

Related Skills

  • SkillSkill
    Salesforce
    Service Omni Agent Users Create

    Salesforce, Inc.

    Create reusable agent users for Omni-Channel setup and routing validation. TRIGGER when users ask to create Omni agents, provision Omni test users, seed sandbox users for routing, create Omni-Channel routing agents, or repair missing demo agents. DO NOT T

  • SkillSkill
    Salesforce
    Service Omni Permission Set Assign

    Salesforce, Inc.

    Assign the required Omni permission sets to provisioned agent users. TRIGGER when users ask to assign Omni permissions to agents, grant Omni-Channel access, add Omni_Agent permissions, repair missing Omni permission assignments, or prepare agents to use t

  • SkillSkill
    Salesforce
    Service Omni Queue Deploy

    Salesforce, Inc.

    Use to verify or create a Queue on a Salesforce org for a routable sObject (Case | Incident | MessagingSession | VoiceCall), discovered via its QueueSobject binding rather than by hardcoded name. Reuses whatever queue already routes the target sObject; wi

  • SkillSkill
    Salesforce
    Service Omni Queue Routing Config Deploy

    Salesforce, Inc.

    Use to create or update a QueueRoutingConfig record on a Salesforce org via the Data API (idempotent SOQL detect + REST upsert). Naming is target-derived: Case→Case_Routing_Config, VoiceCall→Voice_Routing_Config, Incident→Incident_Routing_Config, Messagin