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Found 53 Skills
Resolve missing ITSM Intelligence invocable actions so a Fulfiller NGA agent can activate. Reads which of the four Core Fulfiller persona permsets (IncidentFulfiller, ProblemFulfillerPermSet, ChangeRequestFulfillerPermSet, ReleaseManagerPermSet) are provisioned, then assigns the running user the selected persona (plus backing PSL when license-gated) so svc_itsm_intelligence__* actions surface; hands off to service-itsm-agentic-setup-agentforce-studio-validate if none are provisioned. Use when the Fulfiller agent-configure skill reports missing actions on activate, when 'Invocable action svc_itsm_intelligence__X does not exist' surfaces, or when a user asks to grant themselves Fulfiller prompt-template access. DO NOT TRIGGER for Employee-agent access, Agentforce for IT Service toggles, agent creation, CMDB access, or generic permset assignment.
Orchestrator skill for enabling CMDB (Configuration Management Database) end-to-end in Service Cloud ITSM against a production or sandbox org. Use when the user asks to set up CMDB, enable Configuration Management Database, configure the ITSM CMDB, onboard CMDB from scratch, wants a guided walkthrough of CMDB enablement, or asks what CMDB setup steps are available. Triggers on: set up CMDB, enable CMDB, configure CMDB, CMDB onboarding, Configuration Management Database setup, ITSM CMDB walkthrough. DO NOT TRIGGER when: the user asks about a specific CMDB sub-step directly (e.g. only installing a bundle, only assigning permission sets), CMDB record CRUD (creating CIs, relationships), Discovery/Service Graph Connector configuration, or general ITSM queries without CMDB setup intent.
Enable Swarming for Employee Service (ITSM) in Salesforce — the Salesforce Go feature service-cloud-swarming that lets IT Desk agents pull in subject-matter experts to collaboratively resolve incidents in real time. Use this for: 'turn on swarming', 'enable service-cloud-swarming', 'set up swarming for IT Desk', 'set Teams as collaboration tool for swarming', 'enable collaborative incident resolution', or any request to enable/verify this Salesforce Go feature. DO NOT TRIGGER for the base Microsoft Teams ITSM integration toggle (service-itsm-teams-configure) or for configuring notification-channel preferences.
Enable CMDB Asset Discovery in Service Cloud ITSM against a production or sandbox org by turning on the service-cloud-itsm-discovery-integration feature, then grant a user the Discovery page by assigning the IT Service Discovery Manager permission set and its license — the final CMDB setup layer, run after the CMDB feature, user access, and content bundle are in place. Use when the user asks to enable CMDB discovery, turn on asset discovery, enable service-cloud-itsm-discovery-integration, grant Discovery page access, or assign the Discovery Manager permission set. Triggers on: enable CMDB discovery, turn on asset discovery, service-cloud-itsm-discovery-integration, assign Discovery Manager access, CMDB discovery not enabled. DO NOT TRIGGER when: the user wants to enable the base CMDB feature, provision the ITOM tenant, assign the four CMDB Configuration-Item permission sets, install a CMDB content bundle, or work with CMDB records directly — those are earlier CMDB layers.
Reads and toggles the master Incident Management setting on a Salesforce ITSM org — the org-level switch that turns Incident Management on or off. Reads current state before writing, is idempotent, and requires explicit user confirmation before any change. Use when the user wants to enable, disable, toggle, view, or turn on/off Incident Management (Service ITSM) at the org level. DO NOT TRIGGER for Default Field Validations for Incidents, Auto Closure of Child Incidents, Email-to-Incident sub-toggles, Problem Management, Change Management, Case Management, ITSM External Client App setup, or Incident Priority Matrix configuration (use the service-itsm-incident-priority-configure skill).
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, enable ITSM capabilities, wants a guided walkthrough, or asks what is needed to get ITSM running. Presents a multi-select track menu and delegates to domain sub-orchestrators — Incident Management, Agentforce for ITSM (Studio + Fulfiller), CMDB, and Microsoft Teams (IT Desk / IT Service / Swarming). Any prerequisites (such as the Incident Management master switch for Track 1) are owned and enforced inside the relevant sub-orchestrator, not at this level. Triggers on: set up ITSM, configure service management, ITSM setup, get ITSM running, walkthrough, set up CMDB / Teams / Agentforce for ITSM. 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.
End-to-end Incident SLA setup for Service Cloud ITSM — creating a MilestoneType, an Incident-scoped SLA Policy (SlaProcess), attaching a Milestone with criteria, and wiring an Entitlement so Incidents derive an EntityMilestone with a computed TargetDate. Use when the user asks to configure SLA milestones on Incidents, create an SLA policy for Incident records, set up entitlement processes for ITSM, wire milestones so they appear on the Incident page, or enable SLA tracking for incident management. DO NOT TRIGGER when: the user asks about Case entitlements or Case SLA (not Incident), querying existing SLA policies without setup intent, general Entitlement sObject CRUD unrelated to Incident, or Milestone queries for reporting purposes only.
Deploy (install) the CMDB Foundation base content bundle in Service Cloud ITSM against a production or sandbox org, after the CMDB feature is enabled. Use when the user asks to install the CMDB bundle, deploy CMDB Foundation, set up the CMDB base content, install CMDB out-of-the-box content, or finish CMDB setup with the base bundle. Triggers on: install CMDB bundle, deploy CMDB Foundation, CMDB base content, CMDB content bundle, bundleInstallation, finish CMDB setup. DO NOT TRIGGER when: the user wants to enable the CMDB feature for the org (that is the CMDB feature-enable skill), assign CMDB permission sets to a user (that is the CMDB access-assign skill), install optional non-base add-on bundles, deploy general (non-CMDB) metadata or packages, or work with CMDB records directly.
Enable Microsoft Teams for Employee Service (ITSM) in Salesforce — the Salesforce Go feature service-cloud-itsm-teams-integration gating Teams-based IT Desk and IT Service collaboration. Use this for: 'enable Teams for employee service', 'turn on ITSM Teams integration', 'enable Microsoft Teams for IT Service', 'set up Salesforce IT Desk Teams app', 'enable ITSMTeamsEnabled', 'why can't I enable the Teams org preference', or any request to enable/verify this Salesforce Go feature. DO NOT TRIGGER for configuring the TeamsNotifications notification-channel preference or for enabling the Swarming feature itself (service-itsm-swarming-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).
Debug and diagnose Microsoft Teams for Employee Service (ITSM) configuration failures — run a pass/fail validation checklist against the org and report exact remediation. Use this for: 'IT Desk login not working in Teams', 'UEL/CCP user can't log in to IT Service', 'Teams feature not showing / not enabled', 'CI Hub / Service Catalog / My Assets tab not loading', 'Teams Agentforce agent not responding', 'Teams swarming not working', 'Teams SSO failing', or any request to troubleshoot a Teams ITSM setup. Routes the problem to the right checklist (login, feature enablement, tab loading, Agentforce, swarming, SSO) and checks the exact CORS, External Client App, feature toggle, PSL, profile, auth-provider, named-credential, and messaging-channel settings each requires. DO NOT TRIGGER for first-time enablement (service-itsm-teams-configure / -itservice-configure / -itdesk-configure) or building the embedded agent from scratch (service-itsm-teams-employee-agent-configure).
Cherwell ITSM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Cherwell ITSM data.