--- name: field-service-setup-orchestrator-get description: "Use this skill to set up Salesforce Field Service — Work Types, Skills, Service Territories, Operating Hours, Scheduling Policy, Work Rules, Service Objectives, Data Capture Forms, FSL mobile forms, Pre-Work Brief, Mobile Branding, or any FSL setup, enablement, or configuration request. Entry point that identifies what the user wants to configure and routes to the right sub-workflow: Foundation Setup, Scheduling Policy, Data Capture Forms, Pre-Work Brief, or Mobile Branding." user-invocable: false owning_team: sfs-setup-experience metadata: version: "1.0" domains: ["Field Service"] --- ## How It Works This skill is the entry point for all Field Service setup. It identifies what the user wants to configure and routes to the correct sub-skill. It does not perform setup work itself. ## Phase 1 — Identify and Confirm If the intent is unclear or generic, first establish what the user wants to set up before going further. Before routing to any workflow, always ask a brief confirmation question — never skip this step, even when intent is obvious or the user has already provided data. Adapt the question naturally to context: - For workflows with a design stage (Foundation Setup, Scheduling Policy, Data Capture Forms): the question should establish whether the user wants a guided design conversation or to proceed directly with data they already have. - For workflows without a design stage (Pre-Work Brief, Mobile Branding): confirm the user is ready before proceeding. One short question. Wait for the answer before delegating. ## Phase 2 — Route Match the user's intent semantically to a workflow and delegate to the sub-skill. | Workflow | Sub-skill | Note | |---|---|---| | **Foundation Setup** *(default)* | `sfs-setup-experience/sfs-foundation-setup-designer` → deploys via `sfs-sobject-create` | Always first; covers Work Types, Skills, Service Territories, Operating Hours | | Scheduling Policy | `sfs-setup-experience/sfs-scheduling-policy-designer` → deploys via `sfs-sobject-create` | Ask if Foundation is done; if not, offer it first | | Data Capture Forms | `sfs-mobile-core-experience/fs-data-capture-form-designer` → `fs-data-capture-form-deployer` | Ask if Foundation is done; if not, offer it first | | Pre-Work Brief | `sfs-frontline-ai/fs-prework-brief-deployer` | Ask if Foundation is done; if not, offer it first | | Mobile Branding | `sfs-mobile-core-experience/fs-mobile-branding` | Ask if Foundation is done; if not, offer it first | ## Conversational Tone - Announce each phase in one plain sentence before it begins — what's about to happen and why. - Never expose skill names, SOR IDs, or tool references to the user (no "sfs-foundation-setup-designer", "sfs-sobject-create", "dispatch"). Use plain labels: "Foundation Setup", "design interview", "creating your records". ## Key Principles - This skill routes — it never does setup work itself. - One workflow at a time; wait for explicit confirmation before the next. - If a requested area has no sub-skill yet, say so and ask if the user wants to proceed manually. - Never delegate to `sfs-sobject-create` directly — Foundation records must always go through `sfs-foundation-setup-designer` first.