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education-cloud-multi-campus-configure

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Use this skill when a Salesforce Administrator needs to create OR maintain an institutional hierarchy for Education Cloud by parsing organizational structure from a PDF, URL, text, or CSV. On a first run it creates System, Campus, College, and Department Account records linked via ParentId plus 1:1 Business Profile records. On later runs it reconciles the org's existing hierarchy against the desired structure and applies only the delta — adding new units, renaming, or moving a node under a different parent — never recreating what exists. TRIGGER when the user wants to set up, configure, build, update, restructure, or reorganize a multi-campus structure, institutional hierarchy, or account hierarchy with business profiles; or add, rename, or move a campus, college, or department. DO NOT TRIGGER for single-campus flat setups without hierarchy levels, one-off manual account creation, or non-Education-Cloud account management.

skills/education-cloud-multi-campus-configure/SKILL.md

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Nov 6, 2026
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Apache-2.0

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# Education Cloud Multi-Campus Institutional Hierarchy Configuration

Guides Salesforce Administrators through the full lifecycle of an institutional hierarchy: initial creation AND ongoing maintenance. Parses organizational structure from documents, URLs, CSV, or text, then either builds the hierarchy from scratch or reconciles it against what already exists in the org — creating only the delta. Supports any number of hierarchy levels (e.g., System → Campus → College → Department, or System → Region → Campus → Division → Department) based on the input. Creates/updates Account records with parent-child relationships and Business Profiles for each level, derives materialized paths on the fly for semantic navigation, and validates the result.

## Mechanism

Try **`headless-360`** first for every Account/BusinessProfile read or write — reads via `dispatch_readonly`, writes via `dispatch` (see `references/mcp-invocation.md` for call shape, response envelope, and per-step invocations). Probe with `GET /services/data/vXX.0/limits` before the first call: 2xx → route everything through it. Absent/4xx/5xx → probe other available transports (another Salesforce MCP server, or authenticated `sf` CLI) with the same read, use the first healthy one, and tell the user which transport is in use. None healthy → stop, ask the user to connect one; never fabricate a result.

## Scope

- **In scope**: Parsing institutional structure from PDF/URL/text/CSV with any number of hierarchy levels (2+); **new setup** (create full hierarchy); **update/reconcile** (compare desired structure to the org's current hierarchy and apply only the delta — add new nodes, rename a node, move a node under a different parent); creating Account hierarchy with parent-child relationships via ParentId; generating Business Profiles for all levels; deriving materialized paths on demand from the parent chain; validating parent-child relationships; handling API errors during bulk create/update
- **Out of scope**: Deleting Account or Business Profile records (destructive — report extras, do not delete unless the user explicitly confirms per Step 7); single-level flat structures (no parent-child relationships); non-Education-Cloud account management; migrating field data between hierarchy nodes

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