Individual skill

service-itsm-agentic-setup-uel-user-create

Provision and enable a Unified Employee License (UEL) user in Salesforce with the full entity chain — User, Person Account, PersonContact, and Employee2 — through the Salesforce-hosted headless-360 MCP server. Use when the user asks to create a UEL user, set up a Unified Employee user account, enable an employee under the Unified Employee license, provision an employee with Person Account and Employee2 record, or onboard a new employee onto the Unified Employee profile. Triggers on: create UEL user, set up unified employee, provision unified employee, enable UEL employee, onboard employee user, create person account for employee. DO NOT TRIGGER when: the user asks to create a standard user without UEL, clone an existing user, manage existing user permissions only, assign incident permissions only, reset passwords only, or look up existing users without creation intent.

skills/service-itsm-agentic-setup-uel-user-create/SKILL.md

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Nov 6, 2026
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Apache-2.0

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# Create and Enable a Unified Employee (UEL) User

Provision an employee under the Unified Employee License (UEL) by creating and linking a `User`
on the Unified Employee license/profile, a Person `Account` (with an auto-generated `Contact`), and
an `Employee2` record, then assigning the required permission sets. Every operation runs through
the **Salesforce-hosted headless-360 MCP server** (server key `headless-360`) via its four
meta-tools (`discover`, `describe`, `dispatch_readonly`, `dispatch`). The org is derived from the
OAuth JWT bound to the current MCP session — the skill never handles an org id, alias, or
credentials — so the flow behaves identically against **production** and sandbox with no per-user
MCP install.

## Scope

- **In scope**: Creating a new UEL User, Person Account, Employee2 record; assigning permission
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