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agent-console-requirements - Define Lightning Service Console requirements

Gather and document requirements for Service Console workspace layout, page templates, utility bars, macros, case workflows, navigation, and licensing.

Tags

Updated: 2026-10-08
service-consoleagent-workspacelightning-consolecase-managementmacrosutility-barservice-cloud

Capabilities

Gather agent workflow requirementsSelect console page templatesDesign utility bar compositionInventory repetitive macro actions

Typical Inputs

Agent workflow descriptionCase handling processSupport tier structure

Typical Outputs

Agent console requirements documentPermission set and license matrixPage template selection rationale

What this skill does

  • Gather agent workflow requirements
  • Select console page templates
  • Design utility bar composition
  • Inventory repetitive macro actions
  • Define split-view navigation rules
  • Document license and permission needs

Inputs

  • Agent workflow description
  • Case handling process
  • Support tier structure
  • Macro and automation requirements
  • Channel mix
  • Licensing inventory

Outputs

  • Agent console requirements document
  • Permission set and license matrix
  • Page template selection rationale
  • Utility bar component list
  • Macro inventory with workflow steps

Requirements

  • Salesforce org
  • Service Cloud User license
  • Routing Configuration for Omni-Channel
  • Telephony license and approved CTI adapter for Open CTI
  • Macros permission
  • Manage Macros permission for bulk macros

Source

  • Spec: SKILL.md

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