Individual skill

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).

skills/service-itsm-teams-itdesk-configure/SKILL.md

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Nov 6, 2026
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Apache-2.0

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# 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`.