service-itsm-teams-itdesk-configure
Set up Salesforce IT Desk in Microsoft Teams.
What it does
Configures Salesforce IT Desk access and collaboration settings so IT agents can work on tickets from Microsoft Teams.
When to use it
Use for the IT Desk half of the Teams ITSM checklist, including enabling IT Desk, assigning access, and configuring Teams swarming.
How to use it
Give it an IT Desk setup request; it configures the Salesforce org, pauses for your Teams app installation confirmation, and asks which users should receive access.
Uses
What you need · 5
Requires the headless-360 MCP server, version 1.0.0 or later, with describe, discover, dispatch, and dispatch_readonly tools.
Requires a Salesforce org with the Teams integration Go feature enabled and TeamsITSrvcsAddOn and IncidentManagementAddOn licensed.
Requires a Microsoft Teams account with sufficient tenant permissions for the user to install the IT Desk app manually.
Access · 1
This skill
Salesforce
Configures your Salesforce org