Service Itsm Swarming Configure

作者 forcedotcome5164d94d751無授權條款1K 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫昨天更新

Enable 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. Use this for: 'turn on swarming', 'enable service-cloud-swarming', 'set up swarming for IT Desk', 'set Teams as collaboration tool for swarming', 'enable collaborative incident resolution', or any request to enable/verify this Salesforce Go feature. DO NOT TRIGGER for the base Microsoft Teams ITSM integration toggle (service-itsm-teams-configure) or for configuring notification-channel preferences.

僅含說明DevOps & Cloud
AI 產生的概覽

透過 Connect API 呼叫啟用 Salesforce Swarming ITSM 功能,並將協作工具設為 Teams。

功能
此技能引導代理使用 headless-360 Connect API 呼叫,為員工服務(ITSM)啟用 Salesforce Go 功能 service-cloud-swarming。它會檢查功能狀態、啟用功能、進行驗證、讀取 SWARM_COLLABORATION_TOOL 組織值,並將其修改為 Teams。它也說明了如何停用該功能並重設協作工具。
適用情境
當使用者要求開啟 swarming、啟用 service-cloud-swarming、為 IT Desk 設定 swarming,或將 Teams 設為 swarming 的協作工具時使用。它不適用於基礎 Microsoft Teams ITSM 整合開關或通知頻道偏好設定。
執行需求
需要 headless-360 MCP 工具(discover、describe、dispatch、dispatch_readonly),以及 API 版本 67.0 或更高的 Salesforce 組織,還需要 ITSMTeamsEnabled 組織偏好設定。它不隨附指令碼,並會執行改變狀態的 API 呼叫。

Enable Swarming for Employee Service (ITSM)

Enable the Salesforce Go feature "Swarming" (service-cloud-swarming) — the feature that helps service reps pull in the right collaborators and subject-matter experts to resolve incidents in real time. Every operation dispatches through headless-360.

Execute one step at a time. These steps make real, state-changing API calls. Run a single operation, show its result, confirm it succeeded, then proceed — do not batch multiple setup calls into one parallel block.

Scope

  • In scope: Enabling the service-cloud-swarming Go feature via its feature-enablement Connect API; verifying feature state afterward; setting the "Select a Collaboration Tool" picklist (the API-level target of the "Set Teams as Collaboration Tool for Swarming" checklist item) to Teams via the org-values Connect API.
  • Out of scope: The base Microsoft Teams ITSM Salesforce Go page toggle (ITSMTeamsEnabled) and Azure/Entra app registration — use service-itsm-teams-configure (Swarming requires Teams to already be set up as a prerequisite, per the Go page). Notification-channel preferences (Notifications / TeamsNotifications) — a separate concern from this feature. Portal/site creation — use experience-portal-create.

The problem this skill solves

"Set Teams as Collaboration Tool for Swarming" is one item in the "Set Up Salesforce IT Desk" checklist on the Teams ITSM Go page (service-cloud-itsm-teams-integration's feature page) — but it is gated behind a separate Go feature, service-cloud-swarming, which must be turned on first. This skill is the dedicated place to turn Swarming on, so service-itsm-teams-configure can delegate to it instead of duplicating feature-enablement logic.


Workflow

Step 1 — Check current feature status

text
mcp__headless-360__dispatch(  method: "POST",  url:    "/services/data/v67.0/connect/setup/discovery/features/status",  body:   { "featureApiNames": ["service-cloud-swarming"] })

Response shape:

json
{  "items": [    {      "apiName": "service-cloud-swarming",      "status": "ENABLED",          // or "NOT_ENABLED" / "DISABLED"      "blockedByApexLock": false,      "dependencyStatuses": [],      "enableBlockedReasons": [],      "disableBlockedReasons": []    }  ]}

Note: this endpoint is POST-only despite being a status read — a GET with queryParams returns 405 METHOD_NOT_ALLOWED "Allowed are POST".

If status is already "ENABLED", skip to Step 3 (verification) — do not re-enable. If enableBlockedReasons is non-empty, surface those reasons to the user before attempting Step 2.

Step 2 — Enable the feature

text
mcp__headless-360__dispatch(  method: "POST",  url:    "/services/data/v67.0/connect/setup/discovery/feature/service-cloud-swarming/enable",  body:   {})

Verified live: returns 201 {"success":true} cleanly (unlike the Teams feature-enable, this call did not exhibit the "500 that still succeeds" gotcha in testing — but re-check status afterward regardless, since Go feature-enable calls can be flaky in general).

Step 3 — Verify

text
mcp__headless-360__dispatch(  method: "POST",  url:    "/services/data/v67.0/connect/setup/discovery/features/status",  body:   { "featureApiNames": ["service-cloud-swarming"] })

Expect status: "ENABLED".

Step 4 — Check current collaboration tool value

text
mcp__headless-360__dispatch_readonly(  method: "GET",  url:    "/services/data/v67.0/setup/org/values/SWARM_COLLABORATION_TOOL")

Response shape — exactly one of the four value fields is populated:

json
{ "booleanValue": false, "dateValue": null, "numberValue": null, "stringValue": "None" }

stringValue holds the current picklist selection: "None", "Slack", or "Teams". This is the same Java enum-gated org-value endpoint family described in setup-connect-api's get-org-value/update-org-value/verify-org-value-update steps — valueName must be the literal Java enum constant name (SWARM_COLLABORATION_TOOL, SCREAMING_SNAKE_CASE), not a camelCase guess like SwarmCollaborationTool.

If already "Teams", skip to Step 6 (report) — do not re-issue the write.

Step 5 — Set the collaboration tool to Teams

text
mcp__headless-360__dispatch(  method: "PATCH",  url:    "/services/data/v67.0/setup/org/values/SWARM_COLLABORATION_TOOL",  body:   { "orgValue": "Teams" })

Verified live: returns 200 { "stringValue": "Teams", ... }. This is the API-level write behind the Swarming Go feature page's "Select a Collaboration Tool" dropdown — the same control the Teams ITSM Go page's "Set Teams as Collaboration Tool for Swarming" checklist item deep-links to via its "Go to Feature Page" button. Valid orgValue strings are "None", "Slack", "Teams".

Re-run Step 4's GET afterward to confirm stringValue == "Teams".

Step 6 — Report to the user

Report both the service-cloud-swarming feature status and the SWARM_COLLABORATION_TOOL value, confirming "Set Teams as Collaboration Tool for Swarming" is now fully automated — enabling the feature is the prerequisite, and the org-value PATCH is the actual checklist-item write.


Disabling (if requested)

text
mcp__headless-360__dispatch(  method: "POST",  url:    "/services/data/v67.0/connect/setup/discovery/feature/service-cloud-swarming/disable",  body:   {})

Re-run Step 1 afterward to confirm.

To also reset the collaboration tool selection (optional — disabling the feature does not reset it automatically):

text
mcp__headless-360__dispatch(  method: "PATCH",  url:    "/services/data/v67.0/setup/org/values/SWARM_COLLABORATION_TOOL",  body:   { "orgValue": "None" })

Gotchas

IssueDetail
"Set Teams as Collaboration Tool for Swarming" writes via SWARM_COLLABORATION_TOOL, not a Teams-side endpointThis checklist item lives on the Swarming Go feature page itself (/lightning/setup/page/feature/service-cloud-swarming/home, "Select a Collaboration Tool" dropdown) — the Teams ITSM Go page's checklist item is just a deep link to it via "Go to Feature Page." The write API is PATCH /services/data/v67.0/setup/org/values/SWARM_COLLABORATION_TOOL with body {"orgValue": "Teams"} — part of setup-connect-api's get-org-value/update-org-value steps. Verified live: GET returned {"stringValue":"None"} before, {"stringValue":"Teams"} after PATCH.
valueName must be the exact Java enum constant, not camelCaseThe /setup/org/values/{valueName} endpoint calls OrgValues.valueOf(valueName) directly (Enum.valueOf), so it requires the literal SCREAMING_SNAKE_CASE constant name declared in ui.services.utils.OrgValueUtil.OrgValues — e.g. SWARM_COLLABORATION_TOOL. CamelCase guesses like SwarmCollaborationTool or SwarmingCollaborationTool return 400 ILLEGAL_QUERY_PARAMETER_VALUE "No enum constant ui.services.utils.OrgValueUtil.OrgValues.<guess>" — that specific error confirms the endpoint/mechanism is right but the casing/name is wrong. The read-only get-service-itsm-teams-collaboration-app-settings endpoint (GET /connect/it-service/collaboration-app-settings/{targetApplication}) is unrelated to this setting — it's read-only (POST/PATCH/PUT return 405) and returns empty settings: [] regardless of feature state.
features/status is POST-onlyA GET with queryParams on /connect/setup/discovery/features/status returns 405 METHOD_NOT_ALLOWED "Allowed are POST" — always POST a JSON body with featureApiNames.
swarming-connect-api SOR is unrelatedheadless-360's swarming-connect-api SOR is about Slack messaging within swarming conversations (post/patch/delete Slack messages, reactions, file uploads, channel/user search) — it does not configure which collaboration tool (Teams vs. Slack vs. Chatter) swarming uses. Do not confuse it with this skill's scope.
Swarming requires Teams firstThe Go page frames "Set Teams as Collaboration Tool for Swarming" as a step within Teams ITSM setup — enable service-cloud-itsm-teams-integration (via service-itsm-teams-configure) before or alongside this skill.
Version prefix requiredheadless-360 dispatch/dispatch_readonly do not resolve API versions — always pass the full /services/data/vXX.0/... prefix.

Related Skills

SkillWhen to use instead / alongside
service-itsm-teams-configureEnabling the base Microsoft Teams ITSM integration and Azure/Entra setup — a prerequisite for Swarming; delegates to this skill for the "Set Teams as Collaboration Tool for Swarming" checklist item
Notification-channel preferencesEnabling the Notifications/TeamsNotifications preferences is a distinct concern from this feature (no dedicated child skill exists yet)
service-itsm-channels-coordinateTop-level menu across Teams, Slack, Swarming, Notifications, Portal

來源與署名

來源:forcedotcom/sf-skills位於skills/service-itsm-swarming-configure提交e5164d9

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