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Adds two complementary skills for setting up and customizing the
Field Service Mobile Pre-Work Brief feature.
skills/setting-up-pre-work-brief/
End-to-end setup of Pre-Work Brief on a Salesforce org with the
Einstein for Field Service add-on. Detects provisioning state, enables
Lightning Data Service, deploys the prompt template, assigns permission
sets, adds the PreWorkBriefPromptTemplate field to the Work Order
layout, and creates a fresh test Work Order + Service Appointment so
the admin can validate on-device immediately. Verified end-to-end
against an Einstein for Field Service trial org, May 2026.
skills/customizing-pre-work-brief/
Generator-pattern skill for vertical-specific Pre-Work Briefs deployable
as code. The admin provides industry, website, and a sentence about
what their technicians do; the skill produces custom objects, an
autolaunched PromptFlow, a sibling prompt template, a permission set,
and a test Work Order. Loads vertical-specific seed templates from
templates/<industry>.md.
Five seeds ship:
- hvac.md (verified end-to-end on a trial org, May 2026)
- banking.md, telecom.md, healthcare.md, retail-merchandising.md
(scaffolds; ready for the next admin in those verticals to verify)
Each seed contributes recommended custom objects, a section structure
for the prompt template, vertical-specific rules, and a cadence example.
For verticals not in the library, --industry other synthesizes a draft
seed at runtime and writes it back to templates/ for next time.
The two skills compose: base setup gets PWB working at all on the
managed flow; customizing builds a parallel customer-specific bundle.
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