Agent skill · forcedotcom
service-itsm-agentic-setup-configure
Top-level orchestrator for setting up IT Service Management (ITSM) in Salesforce Service Cloud. Use when the user asks to set up ITSM, configure service management, wants a guided walkthrough, or asks what is needed to get ITSM running. Presents a paged multi-select track menu and delegates to domain sub-orchestrators — Incident Management, Agentforce for ITSM, CMDB, Channels (Portal, Notifications, Microsoft Teams, Slack), and Unified Catalog (find and deploy Service Process templates). Prerequisites (e.g., the Incident Management master switch) are owned inside the relevant sub-orchestrator, not at this level. Triggers on: set up ITSM, configure service management, ITSM setup, get ITSM running, set up CMDB / channels / Teams / Slack / Agentforce for ITSM / Unified Catalog templates. DO NOT TRIGGER when: the user asks about a specific feature directly (e.g., the priority matrix alone), asks only about Case management, wants to create a single user, or asks general ITSM questions without setup intent.
What it needs
About 8k tokens when loaded.
What this skill does
ITSM Setup Orchestrator Top-level coordinator for setting up IT Service Management in Salesforce Service Cloud. Guides the user through the available ITSM setup tracks by delegating to specialized domain sub-orchestrators. Goal Present the user with the available ITSM setup tracks, help them understand what each covers, invoke the appropriate sub-orchestrator, and track overall progress until the environment is configured. Setup Tracks Only tracks with a working sub-orchestrator appear in the menu — use the Track menu template in examples/output-templates.md. Sub-Orchestrators # Track Sub-Orchestrator Skill Features --- ------- ------------------------ ---------- 1 Incident Management service-itsm-agentic-setup-incident-management SLA & Milestones 2 Agentforce for ITSM service-itsm-agentic-setup-agentforce-coordinate Agentforce Studio enablement, Fulfiller Agent, Employee Agent 3 CMDB (Configuration Management Database) service-itsm-agentic-setup-cmdb-coordinate CMDB feature enablement, CMDB Foundation bundle, User CMDB access 4 Channels service-itsm-channels-coordinate Employee Service channel setup — Portal, Notifications, Microsoft Teams (IT Desk / IT Service / embedded agent), and Slack 5 Unified Catalog service-catalog-template-coordinate Find and deploy Unified Catalog Service Process templates (search / rank, then install / activate) Additional ITSM setup tracks (e.g. employee provisioning) will be added here as their sub-orchestrators become available. Behavior 1. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills forcedotcom/service-itsm-agentic-setup-configure--b91d42