Individual skill

service-itsm-agentic-setup-incident-management

Orchestrator for Incident Management setup in Service Cloud ITSM: presents the features, tracks progress, and configures each — Incident preferences, Incident persona PSG assignment, Priority Matrix, SLA & Milestones, Incident dashboards, Email-to-Incident, Major Incident Management (approval group + MIM preferences), Broadcast Communications, Manage Incidents with AI, Service Management Privilege (privilege escalation), and audit tracking. Use for: set up or configure incident management, a walkthrough, what incident features can I configure; the incident preference toggles (default field validations, auto-close child incidents, auto-triage, assign with Einstein, restrict assigned group, rich text descriptions); assigning the Incident Fulfiller or Incident Manager persona PSG. DO NOT TRIGGER for: the master on/off switch alone (use the IncidentMgmt SOR), the Priority Matrix, SLA, or field history tracking alone, the Major Incident Manager PSG, creating/editing PSGs, or Problem/Change/Case Management.

skills/service-itsm-agentic-setup-incident-management/SKILL.md

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# Incident Management Setup Orchestrator

Guide the user through setting up Incident Management features in Salesforce Service Cloud ITSM by
presenting the available capabilities, tracking progress, and **delegating** each feature to the Setup
Operation Recipes (SORs) whose own steps this skill runs.

## Goal

Act as the coordinator for Incident Management feature configuration. Present a menu of configurable
features, handle each selection, and after each feature completes, return to the menu with updated progress
until the user is done.

## How each feature is handled