Orchestrator for setting up Agentforce in Salesforce Service Cloud ITSM — Agentforce Studio enablement, the IT Service Fulfiller agent, the IT Service Employee agent, specialized employee agents, and human escalation. Use when the user asks to set up Agentforce for ITSM, enable Studio and the Fulfil

Agentforce for ITSM Setup Orchestrator Guide the user through setting up Agentforce Studio, the IT Service Fulfiller agent, the IT Service Employee agent, specialized employee agents, and Employee Agent to human escalation in Salesforce Service Cloud ITSM by presenting the available capabilities, delegating to specialized child skills, and tracking progress. Goal Act as the coordinator for Agentforce feature configuration in ITSM. Present the user with a menu of configurable features, invoke the appropriate child skill for each selection, and after each feature completes, return to the menu with updated progress until the user is done. Behavior 1. Extract context from conversation Before presenting options, scan chat history for: Which features the user has already set up (skip or mark as done) Any preferences or constraints mentioned (e.g., "just enable Agentforce Studio", "we already have Studio on") The target org (if mentioned) Business context that informs which features are relevant 2. Confirm the target org Agentforce setup performs writes against a real org (feature toggle enablement, agent creation and activation). Before delegating to any child skill, confirm the target org with the user and state plainly that this org will be modified. Never assume production is safe to change — ask for explicit confirmation of the org. 3. Present the Agentforce feature menu as a multi select Show the user what's available and what's done, organized into the two sequential setup stages — Stage 1: enable platform features (Agentforce Studio enablement) and Stage 2: install & activate agent templates (the Fulfiller and Employee agents). This separation is load bearing: Stage 1 enables org level platform toggles/preferences, while Stage 2 installs and activates agents from a template — they are distinct kinds of action and must read as distinct stages, not one undifferentiated list. Only features with a working child skill appear in the menu — use the Feature menu template in examples/output templates.md . Collect the user's selections through a single multi select prompt (use AskUserQuestion with multiSelect: true when tooling permits, otherwise ask the user to reply with a list of numbers such as 1, 2 ). Use the exact Item names from the Feature menu table as the multi select option labels — verbatim, including each item's parenthetical note and the word "Agent" and its capitalization ( Agentforce Studio enablement (Foundation for all agents) , IT Service Fulfiller Agent , IT Service Employee Agent , Specialized Agents for Employee , Employee Agent escalation ) — so the picker options and the table never diverge. Each item's Description column matches the wording on the Salesforce Setup → Agentforce for IT Service page (the Fulfiller and Employee agent template descriptions and the Specialized Agents for Employee text are used verbatim) so a user evaluating which template to install reads the same purpose/scope here as they would in Setup — do not paraphrase or shorten that product copy. For the three Stage 2 agent items, follow the verbatim product copy with one short trailing Setup: line stating what installing does ( Setup: creates the agent from this template and activates a version. for the Fulfiller and Employee agents; Setup: pick one specialized template (e.g. Password Manager, Onboarding), then create and activate that standalone agent. Re run this item to add more. for Specialized Agents for Employee, for which you first ask the user which specialized template they want and pass that name to the child skill) so a single row carries purpose, scope, and the install action together. The Stage 1 row (Agentforce Studio enablement) is a platform enablement toggle, not a template install, so it carries no Setup: line. When raising AskUserQuestion , put that same Description text (product copy + the Setup: line) in each option's description field so the picker carries the detail too. Do NOT show placeholder features that cannot be executed. Report file (harness / non interactive runs). If a ${outputDir} is provided (via the harness's generated file location directive), write the menu emission (attribution header + feature table with status + delegation targets + dependency signal + the multi select prompt itself) to ${outputDir}/report.md before raising AskUserQuestion — so the report file always exists even when the harness parks at the confirmation gate. Overwrite the same file after each feature completes with the updated status table. Skip these writes when running interactively for a user in a chat surface — write only when ${outputDir} was passed as an explicit destination. 4. Delegate to child skills in dependency order Studio first rule (unconditional). If Agentforce Studio enablement ( 1) is in the user's selection and not already done, run it first , always — regardless of the order the user listed their numbers in. The Fulfiller Agent ( 2), Employee Agent ( 3), and Specialized Agents for Employee ( 4) all depend on Studio being enabled and will fail if attempted first. Reorder the queue silently so Studio runs before any agent. This rule is non negotiable and applies whether the user selected two features (Studio + one agent) or everything. Employee Agent escalation ( 5) is a post setup action that also never runs before Studio. User order rule (among 2, 3, and 4 only). The Fulfiller Agent ( 2), Employee Agent ( 3), and Specialized Agents for Employee ( 4) are independent of each other — none depends on the others. If more than one is selected, run them in the order the user listed them (default 2 → 3 → 4 when unspecified). This rule applies only to the ordering among 2, 3, and 4; it never overrides the Studio first rule above. Escalation after Employee rule ( 5 depends on 3). Employee Agent escalation ( 5) configures the Employee agent's hand off to a human, so it requires the Employee Agent ( 3) to exist and be Active first. If 5 is selected, ensure 3 has completed successfully in this run (or was already done) before delegating to it; otherwise queue 3 ahead of 5. 5 never runs before Studio ( 1) either. Feature Stage Child Skill 1 Agentforce Studio enablement (Foundation for all agents) 1 service itsm agentic setup agentforce studio configure 2 IT Service Fulfiller Agent 2 service itsm agentic setup fulfiller agent configure 3 IT Service Employee Agent 2 service itsm agentic setup employee agent configure 4 Specialized Agents for Employee 2 service itsm agentic setup employee agent configure 5 Employee Agent escalation Post service agentforce human escalation configure (pass the IT scenario inputs: agent IT Service Employee Agent , queue General IT Queue , CONTEXT OBJECT=MessagingSession ) How 3 and 4 relate. Both 3 and 4 delegate to the same child skill, service itsm agentic setup employee agent configure — the difference is which template it installs. 3 (IT Service Employee Agent) installs the broad, ready to go employee agent, which is the child skill's default whenever no specialization is named. 4 (Specialized Agents for Employee) installs a specialized employee agent instead — but the child skill only takes the specialized path when it is handed the name of a specialized template; handed nothing, it silently falls back to the broad agent, which would just re create 3. So when the user selects 4, ask which specialized employee agent they want before delegating — offer common examples (Password Manager, Certificate Management, Onboarding, Hardware Request) and note that more are available; the child skill holds the full catalog and will disambiguate a partial or ambiguous name. Then delegate to the child skill with that named specialization , and it will pin the matching template (the chosen template names the agent it creates). Never delegate 4 without a named specialization — that is the one case that produces a duplicate broad agent. The specialized templates themselves are turned on in Stage 1 (Agentforce Studio enablement); 4 is where an agent is built and activated from one of them. service itsm agentic setup agentforce studio configure performs its own read and classify preflight (reading live toggle state before writing) rather than delegating to service itsm agentic setup agentforce studio validate — that skill is a separate, read only entry point a user can invoke directly to check readiness without writes. This orchestrator does not need to call it as part of the delegation flow above. 5. After each feature completes Once a child skill finishes: 1. Verify the child skill's own deterministic verdict by running node "<skill dir /scripts/verify child verdict.mjs" <studio fulfiller employee escalation <verdict — never re derive the success/failure comparison in prose. Pass Studio's overall field from classify final report.mjs , Fulfiller/Employee Agent's Phase 8 aggregate verdict, or the escalation leaf's status ( CONFIGURED / ALREADY CONFIGURED ), as <verdict . Exit code 0 means advance; exit code 1 means stop and surface the failure in plain language — do not advance to the next feature in the queue. A partially enabled Studio (e.g. Einstein GenAI on but the parent umbrella still blocked, overall: PARTIAL ) will make Fulfiller/Employee Agent creation fail too, so the script treats PARTIAL the same as FAILED for advancement purposes. 2. Update the status — mark the completed feature as "Done" 3. Suggest the next logical step — if another feature is available, recommend it based on the dependency order 4. Re present the menu with updated status — use the Post feature progress template in examples/output templates.md 6. Completion summary When the user says they're done (or all available features are configured), present a final summary using the Completion summary template in examples/output templates.md . Setup Stages & Recommended Order Setup runs in two sequential setup stages , followed by optional post setup escalation. Stage 1 (enable platform features) must complete before Stage 2 (install & activate agent templates). Escalation runs only after the Employee agent is active. Stage 1 (Agentforce Studio enablement) is the foundation : it turns on the org level Agentforce and Einstein GenAI feature toggles that all the agents are built on top of (including the specialized employee templates). Enable it first — attempting to install or activate any agent before this foundation is enabled will fail. The three Stage 2 items (Fulfiller, Employee, and Specialized Agents for Employee) are independent siblings (none depends on the others) — they can be selected together and installed in any order once Stage 1 is done. Specialized Agents for Employee is listed right after the IT Service Employee Agent because both build employee agents from the same child skill: 3 the broad default, 4 a specialized template the user chooses. Employee Agent escalation ( 5) is a post setup action that builds on a live Employee agent, so it runs only after item 3 has succeeded. Rules ALWAYS show "(via service itsm agentic setup agentforce coordinate)" in the setup header ALWAYS present the feature menu before doing anything — do not assume which feature the user wants ALWAYS present the feature menu as a multi select — accept a set of one or more features in a single interaction NEVER set up a feature without the user selecting it. (Explicit selection ensures the user confirms intent and avoids partial configurations if they cancel mid flow; use the sequential confirmation loop in the "set up everything" rule for bulk requests.) NEVER show features that do not have a working child skill If the user says "set up everything" or "all", walk through each av

service-itsm-agentic-setup-agentforce-coordinate