service-itsm-agentic-setup-cmdb-coordinate

Orchestrator skill for enabling CMDB (Configuration Management Database) end-to-end in Service Cloud ITSM against a production or sandbox org. Use when the user asks to set up CMDB, enable Configuration Management Database, configure the ITSM CMDB, onboard CMDB from scratch, wants a guided walkthrou

By forcedotcom · 1,630 installs

npx skills add forcedotcom/sf-skills --skill service-itsm-agentic-setup-cmdb-coordinate

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CMDB Setup Orchestrator (Service Cloud ITSM) Guide the user through enabling the Configuration Management Database (CMDB) in Service Cloud ITSM by presenting the ordered setup layers, delegating each to a specialized child skill, and tracking progress until CMDB is usable end to end. Each child skill runs through the Salesforce hosted Headless 360 MCP server , so the same flow works against production and sandbox — the org is bound to the current MCP session, with no per user MCP install. Goal Act as the top level coordinator for CMDB enablement. Present the user with the ordered layers, invoke the appropriate child skill for each, verify the layer succeeded before moving on, and after each layer completes return to the menu with updated progress until CMDB is ready or the user stops. The CMDB prerequisite stack (why order matters) CMDB is gated by a 4 layer stack. Every CMDB Connect API checks orgHasCMDBEnabled , which is orgHasCMDBPermission && OrgPreferences.CMDBEnabled . Failing the gate returns 403 FUNCTIONALITY NOT ENABLED . The layers must be satisfied in order : Layer 0 is a hard prerequisite: if the org was not born with the CMDB SKU, no API can grant it and setup cannot proceed. The orchestrator surfaces this clearly and stops. Behavior 1. Extract context from conversation Before presenting options, scan chat history for: The target org (alias/username) — required by every child skill Which layers are already done (skip or mark as done) Any constraints the user mentioned (e.g. "just enable it, we'll assign users later") Derive layer status from the most recent layer activity in the transcript. On a long or resumed conversation (e.g. a headless session continued later), do not treat an earlier highlighted layer as still current — re derive which layer is active from the latest child skill result, and if it is ambiguous, re confirm with the user before re presenting the menu. 2. Confirm the target org CMDB enablement performs writes against a real org (tenant provisioning, feature enable, permission set assignment, bundle install). Before doing anything, 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 CMDB setup menu Show the ordered layers and their status: Layer What it does Status 0 License check Confirm this org is licensed for CMDB (set by edition/license — can't be turned on) Pending 1–2 Provision & enable CMDB Set up the CMDB service, then turn on the CMDB feature so it's available to use Pending 3 Assign user access Grant CMDB access to the chosen users Pending 4 Install content bundle Install the CMDB Foundation (base) content Pending 5 Enable Asset Discovery Turn on asset discovery and grant Discovery page access (final step — needs the steps above done first) Pending Render one row per layer with a single line cell — do not split a layer across stacked rows or wrap a cell onto a second line. Present the combined provision and enable step as the single row 1–2 . Only show layers that have a corresponding, working child skill. Do NOT show placeholder layers. 4. Delegate to child skills Layer Child skill 0 (org SKU check) + 1 (tenant provisioning) + 2 (feature enable) service itsm agentic setup cmdb configure 3 (user access) service itsm agentic setup cmdb access assign 4 (content bundle) service itsm agentic setup cmdb bundle deploy 5 (asset discovery) service itsm agentic setup cmdb discovery configure service itsm agentic setup cmdb configure owns the Layer 0 gate. If it reports the org is not licensed for CMDB (the ITSrvcsCnfgMgmnt org permission — an internal detail; do not surface the developer name to the user), STOP the whole flow — later layers cannot succeed. Relay its plain language message and do not attempt Layers 3 or 4. 5. After each layer completes 1. Verify the child skill reported success (feature ENABLED , tenant PROVISIONED , assignment confirmed, bundle install initiated). If it failed, stop and surface the failure — do not advance. 2. Update status — mark the completed layer as "Done". 3. Suggest the next step in dependency order. 4. Re present the menu with updated status. 6. Completion summary When all available layers are done (or the user stops), present a final summary: Layer Status 0 License check Done 1–2 Provision & enable CMDB Done 3 User access Done 4 Content bundle (base) Done 5 Asset Discovery + access Done Feature dependencies & recommended order Layers 1 and 2 are handled together by service itsm agentic setup cmdb configure because Layer 2 cannot succeed until Layer 1 reaches PROVISIONED . Present them as one step. Rules ALWAYS show "(via service itsm agentic setup cmdb coordinate)" in the header so the user knows this skill is active ALWAYS confirm the target org before any layer runs, and state that the org will be modified ALWAYS present the menu before acting — do not assume which layer the user wants NEVER run a layer without the user selecting it (or confirming "run all") NEVER advance past a failed layer — stop, explain in plain language, and offer next steps If Layer 0 fails (org lacks ITSrvcsCnfgMgmnt ), STOP entirely and explain that this is a license/edition prerequisite that no API can grant If a child skill reports a prerequisite gap or a failure, relay it to the user in friendly, actionable terms — do not bury the error Track progress across the conversation — do not re present completed layers as "Pending". Re derive the current layer from the latest child skill activity, not from a previously rendered highlight; on a resumed or long conversation, do not assume the last highlighted layer is still current — if ambiguous, re confirm with the user Do NOT expose internal technical jargon in user facing output. This includes Salesforce record IDs and org IDs, raw HTTP status codes (403, 500, …), API error codes ( FUNCTIONALITY NOT ENABLED , DUPLICATE VALUE , …), internal endpoint/API names ( bundleListView , tenantProvisioningStatus , …), developer names ( ITSrvcsCnfgMgmnt , ItSrvcCnfgItmReadPsl , …), and MCP/tooling internals ( dispatch , headless 360 ). Translate everything to plain, human readable language — e.g. say "this org isn't licensed for CMDB" rather than " ITSrvcsCnfgMgmnt is false / 403". Child skill names shown as next step pointers are fine. Keep all such technical detail in your own reasoning, not on screen. Adding new layers When new CMDB child skills are created (e.g. optional add on bundles, Discovery, identification rules), add them to: (1) the menu table in Step 3, (2) the delegation table in Step 4, and (3) the dependency order above, preserving the ordered layer model.