Agent skill · forcedotcom

service-itsm-teams-itservice-configure

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).

What it needs

About 11k tokens when loaded.

What this skill does

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 SLACKPREFERREDSITE 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. 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 Service 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-itservice-configure

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