Individual skill
sales-call-scoring-configure
Configure, set up, or repair AI Call Scoring (a.k.a. Call Coaching / Coaching Competencies) on an ECI-enabled Salesforce org. Flips ECICallScoringEnabled via SOAP Metadata API, enables Einstein Generative AI Platform if off, and manages Coaching Competency records (EnablementCompetencyDef Tooling API): install the 6 OOTB set, the 7 Momentum best-practice prompts, or conversationally author/edit/activate/deactivate custom competencies (8-active + 16000/255-char caps). TRIGGER when: user wants to turn on AI Call Scoring or Call Coaching, install OOTB or best-practice competencies, create/edit custom competencies, re-enable after sandbox refresh, or verify/repair partial Call Coaching setup on a 68+ ECI org. DO NOT TRIGGER when: no ECI license (direct to Agentforce for Sales), user wants to enable ECI/Momentum themselves (out of scope — Setup), Pipeline Management (use sales-agentforce-pipeline-management-configure), or custom agent (use agentforce-generate).
skills/sales-call-scoring-configure/SKILL.md
Source commit a8a18ce1e4ba12e69b4073eab98ce31bfbd8271e
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- Last checked
- Nov 10, 2026
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- Repository stars (not skill ratings)
- 1,154
- Repository last updated
- Nov 6, 2026
- License
- Apache-2.0
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- sales Derived category
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Browse files
SKILL.mdcore · 19,709 bytesSKILL.mdcore · 19,709 bytesSKILL.mdcore · 19,709 bytesassets/best-practice-competencies.jsonasset · 25,928 bytesassets/ootb-competencies.jsonasset · 4,111 bytesreferences/admin-communication.mddoc · 6,122 bytesreferences/competency-crud.mddoc · 14,164 bytesscripts/create-competency.shruns · 6,206 bytesscripts/create-custom-competency.shruns · 6,120 bytesscripts/edit-competency.shruns · 6,355 bytesscripts/edit-custom-competency.shruns · 6,619 bytesscripts/enable-call-scoring.shruns · 21,304 bytesscripts/get-competency.shruns · 2,428 bytesscripts/get-custom-competency.shruns · 2,798 bytesscripts/install-best-practice-competencies.shruns · 7,942 bytesscripts/install-ootb-competencies.shruns · 9,965 bytesscripts/list-competencies.shruns · 3,480 bytesscripts/shared/auth.shruns · 4,797 bytesscripts/shared/cap.shruns · 3,865 bytesscripts/shared/soap.shruns · 12,143 bytesscripts/shared/soql.shruns · 958 bytesscripts/toggle-competency.shruns · 3,723 bytesscripts/toggle-custom-competency.shruns · 4,259 bytesscripts/verify-ootb-competencies.shruns · 3,750 bytes
Read excerpt
# Sales Call Scoring — Configure
Configure **Call Coaching** (a.k.a. AI Call Scoring / Coaching Competencies)
on a Salesforce org. Detects the org's current state, enables dependent
features it is authorized to enable, and flips the `ECICallScoringEnabled`
org preference via the SOAP Metadata API.
## Scope
**In scope**
- **ECI-enabled orgs only.** The skill supports orgs on the ECI (Einstein
Conversation Insights) arm (spike scope: ECI-only for MVP).
- Detect which of the 4 PRD-scoped org states the org is in.
- Enable **Einstein Generative AI Platform** if off (PRD-authorized dependency).