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salesforce-metadata-mcp

Create OmniChannel Service Channel

sf_create_service_channel
Idempotent

Create a Salesforce OmniChannel Service Channel to route work items from an object to the routing engine. Set channel type, related object, and capacity for agent routing.

Instructions

Creates an OmniChannel Service Channel that connects work items from a Salesforce object to the OmniChannel routing engine.

channelType options: Case, Chat, Messaging, Voice, Email, SocialPost, Custom

relatedObjectApiName: the Salesforce object this channel routes (e.g. "Case", "LiveChatTranscript", "MessagingSession"). Required for Custom type.

capacity: maximum number of simultaneous work items an agent can handle on this channel (default 1).

Service Channels are referenced by Routing Configurations and Presence Configurations.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
labelYes
capacityNoCapacity weight for this channel
channelNameYesAPI name / DeveloperName of the Service Channel
channelTypeNoCase
relatedObjectNoAlias for relatedObjectApiName
relatedObjectApiNameNoSObject routed via this channel, default 'Case'
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already provide the read/write/destructive profile; description adds useful behavioral context by explaining channelType options, capacity as 'maximum simultaneous work items', and that relatedObjectApiName is required for Custom type. No contradictions with annotations. Could mention permissions or side effects, but not essential for a creation tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Four concise sentences with no redundancy: opens with the main action, then provides essential parameter details, and closes with ecosystem context. Every sentence earns its place.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Covers the tool's core function, key parameters, and how Service Channels fit into the broader OmniChannel architecture. No output schema exists, so return-value details are not expected. Missing explicit prerequisites (e.g., OmniChannel setup) and edge-case error conditions, but overall adequate for an agent to invoke correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 67%, so the description adds valuable beyond-schema meaning: capacity semantics, channelType enum values, and the requirement for relatedObjectApiName in Custom type. It does not explain channelName or label, but those are reasonably inferable from property names and schema descriptions.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Specific verb 'Creates' plus resource 'OmniChannel Service Channel' and its function ('connects work items from a Salesforce object to the OmniChannel routing engine'). Clearly distinguishes from sibling tools like sf_create_routing_configuration or sf_create_presence_configuration by naming the exact resource.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Description explains the role of Service Channels in the OmniChannel ecosystem ('Service Channels are referenced by Routing Configurations and Presence Configurations'), implying when to use this tool relative to related configurations. However, it does not explicitly name alternatives or provide when-not-to-use guidance, so it stops short of a 5.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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