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service-itsm-teams-itservice-configure

forcedotcom/sf-skills

Configure the "Set Up Salesforce IT Service" checklist for Microsoft Teams Employee Service (ITSM) — the employee side, covering app enablement, marketplace install guidance, user access assignment, and Digital Experience Site selection. Use this for: 'turn on Salesforce IT Service', 'set up IT Service on Teams', 'assign Teams for Employee permission set', 'give employees access to Teams for Employee Service', 'manage user access for Teams ITSM', 'grant users the permission sets needed for Teams Employee Service', 'select a digital experience site for Teams', 'install Salesforce IT Service app on Teams', or any request to complete the IT Service half of the Teams ITSM Go page checklist (including the Manage User Access step). DO NOT TRIGGER for the base Teams Salesforce Go page toggle or Azure/Entra app setup (service-itsm-teams-configure) or for the IT Desk/fulfiller half of the checklist (service-itsm-teams-itdesk-configure).

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安装命令

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

SKILL.md

Set Up Salesforce IT Service (Microsoft Teams)

Complete the "Set Up Salesforce IT Service" checklist group on the Teams ITSM Go page (service-cloud-itsm-teams-integration's feature page) — the employee side of Teams ITSM integration, for employees to create and manage their own tickets from Teams. Every operation dispatches through headless-360.

Scope

  • In scope: Turning on the OrgHasEmployeeServiceTeams preference; giving the user the exact Teams marketplace link + help doc for the IT Service app install; assigning the TeamsForEmployeeUser permission set to confirmed users; selecting the Digital Experience Site to link with Teams via the SLACK_PREFERRED_SITE org value.
  • 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 Desk/fulfiller half of the checklist — use service-itsm-teams-itdesk-configure.

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