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By forcedotcom

service-itsm-teams-coordinate

forcedotcom1.1k installs

Set up Microsoft Teams for Salesforce IT support.

What it does

Coordinates a complete Microsoft Teams integration for Salesforce ITSM, including IT Desk, IT Service, Swarming, and an optional embedded Agentforce agent.

When to use it

Use for end-to-end Teams ITSM setup or a guided walkthrough, not for configuring an individual feature or checklist.

How to use it

Ask for end-to-end Teams ITSM setup; it configures the integration while pausing for app registration, app installations, and your choice about the embedded agent.

Uses

Good to know

  • cannot be undone: Salesforce
  • acts without asking

Latest review

What you need · 11

Requires a Salesforce Service Cloud ITSM environment whose integration settings can be configured.

Requires access to the Microsoft Teams admin center to install the IT Desk and IT Service apps.


Access · 3

This skill

Salesforce

Write

Changes Salesforce integration settings (irreversible)

Teams_AgentForce

Execute

Publishes the embedded agent deployment