authoring-serviceplanner-sra-topics

Installation
SKILL.md

Authoring ServicePlanner SRA Topics (with real per-topic actions)

What this skill is for

A classic ServicePlanner agent is Salesforce's Service Rep Assistant (SRA) — it does NOT talk to the customer. It watches a live VoiceCall / MessagingSession / Case and generates an AI-suggested, step-by-step resolution plan for the HUMAN rep, grounded in the org's topics, knowledge, and (as this skill proves) real backing actions.

Its topics and actions live in a decomposed GenAiPlannerBundle — a directory, not a single file. This skill gives you:

  1. The exact bundle shape (inline topics, per-topic knowledge + custom actions, top-level knowledge action).
  2. The numbered Step-instruction authoring convention reps expect (HTML/bold, per-step customer scripting).
  3. THE headline lesson: how to attach a real custom action (prompt template / flow) to a topic so it actually deploys — and the specific placement that makes deploy throw the opaque -1341094778 error.
  4. The deactivate → deploy → reactivate lifecycle.

Verified live on ClaimSecure_Agentforce_Service_Assistant (CommericalDemos), Active at v1, with a custom generatePromptResponse claim-lookup action attached to the Claim Status topic.


The one thing to get right: WHERE the custom action goes

Installs
1
First Seen
6 days ago