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service-itsm-teams-itdesk-configure

forcedotcom/sf-skills

Configure the "Set Up Salesforce IT Desk" checklist for Microsoft Teams Employee Service (ITSM) — the fulfiller/agent side, covering app enablement, marketplace install guidance, user access assignment, and Swarming collaboration-tool setup. Use this for: 'turn on Salesforce IT Desk', 'set up IT Desk on Teams', 'assign Teams for IT Desk permission set', 'set Teams as collaboration tool for swarming', 'install Salesforce IT Desk app on Teams', or any request to complete the IT Desk half of the Teams ITSM Go page checklist. DO NOT TRIGGER for the base Teams Salesforce Go page toggle or Azure/Entra app setup (service-itsm-teams-configure) or for the IT Service/employee half of the checklist (service-itsm-teams-itservice-configure).

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安装命令

npx skills add https://github.com/forcedotcom/sf-skills --skill service-itsm-teams-itdesk-configure

SKILL.md

Set Up Salesforce IT Desk (Microsoft Teams)

Complete the "Set Up Salesforce IT Desk" checklist group on the Teams ITSM Go page (service-cloud-itsm-teams-integration's feature page) — the fulfiller/agent side of Teams ITSM integration, for IT agents to swarm on and resolve tickets from Teams. Every operation dispatches through headless-360.

Scope

  • In scope: Turning on the OrgHasITSMFulfillerTeams preference; giving the user the exact Teams marketplace link + help doc for the IT Desk app install; assigning TeamsForITSrvcsUser/MicrosoftGraphAccess permission sets to confirmed users plus provisioning the org-wide API-Enabled login permission set (created once, required to sign in); delegating "Set Teams as Collaboration Tool for Swarming" to service-itsm-swarming-configure.
  • Out of scope: The base Teams Salesforce Go page toggle (ITSMTeamsEnabled), Azure/Entra app registration, Named Credential population, and Teams extension/preferred-site registration — use service-itsm-teams-configure (a prerequisite for this skill). The IT Service/employee half of the checklist — use service-itsm-teams-itservice-configure. Enabling the service-cloud-swarming Go feature itself — delegate to service-itsm-swarming-configure.

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