Agent skill · forcedotcom

service-itsm-teams-itdesk-configure

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).

What it needs

About 8k tokens when loaded.

What this skill does

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. Prerequisite: run service-itsm-teams-configure first (or alongside) — this skill assumes the service-cloud-itsm-teams-integration Go feature is already enabled. Execute one step at a time. These steps make real, state-changing API calls. Run a single operation, show its result, confirm it succeeded, then proceed — do not batch multiple setup calls into one parallel block. --- Workflow Step 1 — Turn on Salesforce IT Desk This is a straight org-preference toggle (unlike ITSMTeamsEnabled, this one supports direct PATCH) — enable it yourself via API, do not ask the user to click the Setup toggle: Expect 200 {"isPreferenceEnabled": true}. Tell the user it's enabled — do not ask them to flip the toggle themselves. …

How to use it

Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:

@skills forcedotcom/service-itsm-teams-itdesk-configure--a60e77

View the source on GitHub

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