DevOps & Cloud
4,382 results
- Service De Channel Settings ConfigureSalesforceOfficialConfigure settings on an already-existing Enhanced `MessagingChannel` (any type — WhatsApp, Text/SMS, LINE, Apple, Facebook, EmbeddedMessaging), given its `{CHANNEL_ID}`. Covers five facets: consent (ConsentType + per-language keyword records), automated responses, messaging keywords, session-inactivity timeouts, and pre-chat parameters.
- Service Digital Engagement Channel ConfigureSalesforceOfficialConfigures and deploys enhanced chat Messaging Channels for Messaging for In-App and Web (MIAW). Use when the user needs to create, deploy, and activate a messaging channel configured with Omni-Channel Flow, Omni-Channel Queue, User, or Agentforce Service Agent routing.
- Service Digital Engagement Deployment ConfigureSalesforceOfficialConfigures Embedded Messaging Deployments for Messaging for In-App and Web (MIAW). Use when the user needs to create a new embedded messaging deployment from scratch using Connect API with defaults, or update an existing deployment's settings using Metadata API. Produces Connect API request payloads for new deployments and EmbeddedServiceConfig metadata XML for updates.
- Service Digital Engagement Messaging Site IntegrateSalesforceOfficialIntegrates a Messaging for In-App and Web (MIAW) Embedded Messaging chat widget into an Experience Cloud site by patching the site's LWR or Aura page bundle, deploying, publishing, and verifying guest access.
- Service Helpagent CoordinateSalesforceOfficialUse to set up, configure, ground, or go live with a Salesforce Help Agent (an Agentforce Service Agent in Service Cloud) via a guided four-checkpoint flow. Use whenever a user says any of: set up / create / build / add a help agent, service agent, or support chat agent; add or embed a chat widget on a website or Experience Cloud / LWR site; put a help agent on a channel (web chat, voice, phone…
- Service Itsm Agentic Setup Agent Runtime Access AssignSalesforceOfficialGrant a user the runtime permissions an activated ITSM agent's actions need so the actions do not fail on permission errors. After a Fulfiller or Employee agent is activated, this skill detects which platform feature permission sets are provisioned (Prompt Templates, Data Cloud, Unified Catalog), lets you pick a tier (user/agent vs admin) per feature and which user(s) to assign, then assigns…
- Service Itsm Agentic Setup Agentforce CoordinateSalesforceOfficialOrchestrator for setting up Agentforce in Salesforce Service Cloud ITSM — Agentforce Studio enablement, the IT Service Fulfiller agent, the IT Service Employee agent, specialized employee agents, and human escalation.
- Service Itsm Agentic Setup Cmdb Access AssignSalesforceOfficialGrant a specific user access to CMDB (Configuration Management Database) data in Service Cloud ITSM against a production or sandbox org by assigning the license-backed CMDB permission sets (Configuration Item Reader, Owner, Type Reader, Type Manager) and their permission-set licenses.
- Service Itsm Agentic Setup Cmdb Bundle DeploySalesforceOfficialDeploy (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.
- Service Itsm Agentic Setup Cmdb ConfigureSalesforceOfficialEnable the CMDB (Configuration Management Database) feature in Service Cloud ITSM against a production or sandbox org: verify the CMDB org SKU, provision the CMDB tenant, and enable the service-cloud-itsm-cmdb-integration feature that lifts the CMDB access gate.
- Service Itsm Agentic Setup Cmdb CoordinateSalesforceOfficialOrchestrator 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.
- Service Itsm Agentic Setup Cmdb Discovery ConfigureSalesforceOfficialEnable 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.
- Service Itsm Agentic Setup ConfigureSalesforceOfficialTop-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, wants a guided walkthrough, or asks what is needed to get ITSM running.
- Service Itsm Agentic Setup Fulfiller Agent ConfigureSalesforceOfficialCreate and activate the IT Service Fulfiller agent as a Next-Gen Authoring (NGA) native agent from the shipped ITSM Fulfiller template's Agent Script, using the Salesforce CLI (sf): read the template, check idempotency, create the NGA bundle then publish and activate it, then verify it is live. Idempotent per developer name.
- Service Itsm Agentic Setup Incident Sla ConfigureSalesforceOfficialEnd-to-end Incident SLA setup for Service Cloud ITSM — the policy's Business Hours (reuse a named schedule, or create one from described hours or a time zone), MilestoneTypes, an Incident-scoped SLA Policy (SlaProcess), Milestones with criteria, and the Entitlement so Incidents get an EntityMilestone with a computed TargetDate.
- Service Itsm Agentic Setup Itsm Agentforce Permset AssignSalesforceOfficialResolve missing ITSM Intelligence invocable actions so a Fulfiller NGA agent can activate. Reads which of the three Core Fulfiller persona permsets (IncidentFulfiller, ProblemFulfillerPermSet, ChangeRequestFulfillerPermSet) 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 Uel User CreateSalesforceOfficialProvision and enable a Unified Employee License (UEL) user in Salesforce with the full entity chain — User, Person Account, PersonContact, and Employee2 — through the Salesforce-hosted headless-360 MCP server.
- Service Itsm Channels CoordinateSalesforceOfficialTop-level interactive coordinator for Employee Service (ITSM) channel setup. Presents menu of channel setup options (Portal, Teams, Slack) and delegates to the corresponding skill. Use this for: 'setup ITSM channels', 'configure employee service channels', 'set up service cloud communication channels', 'I want to configure ITSM integrations', or any general request for ITSM channel/integration…
- Service Itsm Incident Mgmt ConfigureSalesforceOfficialReads 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.
- Service Itsm Incident Priority ConfigureSalesforceOfficialConfigures the Incident Priority Matrix for Salesforce ITSM through the sf CLI — enabling or disabling the matrix, shaping the Impact x Urgency grid that derives Priority on Incident records, toggling the manual-override preference, and reading or setting the default fallback priority. Reads every value before writing, is idempotent, and requires explicit user confirmation before any mutation.
- Service Itsm Swarming ConfigureSalesforceOfficialEnable 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.
- Service Itsm Teams ConfigureSalesforceOfficialEnable 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…
- Service Itsm Teams CoordinateSalesforceOfficialEnd-to-end autopilot orchestrator for setting up Microsoft Teams integration in Salesforce Service Cloud ITSM — runs the whole flow (enable the Teams for Employee Service Go feature, register the Microsoft Entra app, populate Named Credentials, configure the IT Desk and IT Service checklists, turn on Swarming, and optionally embed the Agentforce agent) in one continuous pass, stopping only at…
- Service Itsm Teams DebugSalesforceOfficialDebug 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…