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Guided setup of a Service Cloud help agent v1.0.0

Use this resource to set up a Service Cloud help agent step by step

New

  • 353 downloads
  • 238 likes
  • 245 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install help-agent-guided-setup

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent follows the same path as the Quick Setup wizard: it creates the agent from a spec, grounds it on Salesforce Knowledge, then adds it to the chosen channels. It delegates each part to the specialized skills. You get a configured help agent ready to answer customers.

Mostly picked by

Updated November 2, 2026

Card for the “Guided setup of a Service Cloud help agent” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

Similar resources

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What you get

  • SKILL.md : four-checkpoint method and prerequisites
  • references/ : web chat and voice channels, agent script, final report format

Good fit for

  • You want a support assistant on your website or Experience Cloud portal
  • You need an agent grounded on your existing knowledge base

Not for

    Tags

    • help agent
    • service cloud
    • support
    • salesforce

    About

    You say

    “Create a help agent for my portal, grounded on our Knowledge base, with a chat on the site.”

    Card for the “Guided setup of a Service Cloud help agent” skill

    Skill published by forcedotcom under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to set up a Service Cloud help agent step by step
    3. Review and adjust the result

    Content preview

    Files

    • assets/help-agent-spec.md41.8 KB
    • LICENSE11.4 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • README.md6.2 KB
    • references/agent-script.md46.1 KB
    • references/channel-voice.md3.7 KB
    • references/channel-web-chat.md15.3 KB
    • references/output-report-format.md15.2 KB
    • SKILL.md29 KB

    Origin and licence

    Listed unmodified

    Author
    forcedotcom
    Source
    github.com/forcedotcom/sf-skills/tree/985407c7f7896030759d3310fe47d652265916b3/skills/service-helpagent-coordinate
    Licence
    Apache-2.0

    Notice

    « service-helpagent-coordinate » (forcedotcom, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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