Service Itsm Teams Debug

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

Debug 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 responding', 'Teams swarming not working', 'Teams SSO failing', or any request to troubleshoot a Teams ITSM setup. Routes the problem to the right checklist (login, feature enablement, tab loading, Agentforce, swarming, SSO) and checks the exact CORS, External Client App, feature toggle, PSL, profile, auth-provider, named-credential, and messaging-channel settings each requires. DO NOT TRIGGER for first-time enablement (service-itsm-teams-configure / -itservice-configure / -itdesk-configure) or building the embedded agent from scratch (service-itsm-teams-employee-agent-configure).

僅含說明DevOps & Cloud
AI 產生的概覽

透過對 Salesforce 組織執行通過/失敗設定檢查清單,診斷 Microsoft Teams 員工服務(ITSM)設定失敗問題。

功能
將回報的 Teams ITSM 症狀(登入、功能啟用、索引標籤載入、Agentforce、蜂群、SSO)導向特定檢查清單,並透過唯讀 headless-360 查詢依序執行檢查。記錄每項檢查的狀態與實際設定值,然後產生包含修復步驟與通過/失敗/需人工確認彙總的表格。唯一會變更狀態的動作是選用的蜂群 OAuth 權杖清除,且僅在使用者明確確認後執行。
適用情境
適用於已嘗試設定但失敗的 Teams ITSM 情境,例如使用者無法登入 IT Desk 或 IT Service、索引標籤無法載入、功能未顯示、Agentforce 代理未回覆,或蜂群、SSO 失效。不適用於首次啟用或從零開始建置內嵌代理。
執行需求
需要 headless-360 MCP 工具(discover、describe、dispatch、dispatch_readonly),以及對已啟用 ITSMTeamsEnabled 組織偏好設定的 Salesforce 組織的存取權;不需要組織密碼。讀取使用 SOAP v62+ 與完整 API 版本前置字元。不附指令碼,僅有指示與兩份參考文件。

Troubleshoot Microsoft Teams for Employee Service (ITSM)

When someone reports a Microsoft Teams for Employee Service failure — can't log in, a tab won't load, the feature isn't showing, the Agentforce agent won't reply, swarming or SSO is broken — this skill connects to the org, runs the pass/fail checklist for that specific problem, and reports each setting's actual value plus the exact Setup path to fix any that are wrong. It replaces "check every setting by hand" with a targeted, verified diagnosis.

Every read dispatches through headless-360 (dispatch_readonly for queries, dispatch only for the optional swarming-token clear). No org password is needed.

Scope

  • In scope: Diagnosing an already-attempted Teams ITSM setup that is failing. Routing the reported symptom to the right checklist and checking the exact settings it requires (CORS, External Client App, feature toggles, PSLs, profile session settings, auth provider, named credentials, messaging channel, Agentforce agent).
  • Out of scope: First-time enablement (use service-itsm-teams-configure / -itservice-configure / -itdesk-configure), building the embedded agent from scratch (use service-itsm-teams-employee-agent-configure), and non-Teams Salesforce debugging.

Read-only by default. Every check is a dispatch_readonly query — running the full checklist changes nothing. The only state-changing action is the optional swarming OAuth-token clear at the very end, and only with explicit user confirmation.


Step 1 — Identify the problem and collect inputs

Ask the user for their problem description if not already given. Match it to a checklist using the Feature Map in references/configuration-checklists.md [blocked].

Some problems need extra inputs — ask for them up front:

Problem typeExtra input to collect
Generic "login" (no app named)Ask which app — IT Desk or IT Service
IT Desk loginEnd-user's Salesforce username (the person who can't log in)
IT Service loginCCP or UEL user?, then that end-user's Salesforce username
Agentforce not replyingEmployee Experience Site URL
SwarmingEnd-user's username; Azure AD Tenant ID (optional — enables the Azure app check)
SSOAzure AD Tenant ID (optional); optionally which app + end-user username

Do not run the agent-specific checks until you have the mandatory inputs for that checklist (e.g. don't skip asking for the end-user username on a login issue — the per-user checks are MANUAL_CHECK_REQUIRED without it).

Step 2 — Route to the checklist

Pick the checklist from the Feature Map, then run its checks in order from references/configuration-checklists.md [blocked]:

SymptomChecklist
IT Desk loginLOGIN_DESK
IT Service login — UEL userLOGIN_SERVICE_UEL
IT Service login — CCP userLOGIN_SERVICE_CCP
Generic login (app unknown)LOGIN (then ask which app)
Feature not showing / not enabledMSTEAMS_CORE
Tab won't load (CI Hub, Service Catalog, Employee Enablement, My Assets)TAB_LOADING
Lightning app not embedding / blank tabLIGHTNING_OUT
Agentforce agent not replyingAGENTFORCE
SwarmingSWARMING
Single Sign-OnSSO (+ the app-specific login checklist if an app is named)

When an app is named for an SSO issue, run both the SSO checklist and the matching login checklist (LOGIN_DESK / LOGIN_SERVICE_CCP / LOGIN_SERVICE_UEL) — skip duplicate checks.

Step 3 — Run the checks

Execute each check's query via dispatch_readonly (queries and API fields are spelled out in the reference). Record for each check: a status and the configured value actually read from the org.

StatusRender asMeaning
OKOKCorrectly configured
MISCONFIGURED / MISSING / DISABLED / ERRORFAILNeeds fixing — include the exact Setup path from the reference
MANUAL_CHECK_REQUIREDMANUALNeeds manual verification (or a missing optional input like Tenant ID/username) — never render this as FAIL

Step 4 — Report

Render a table with all four columns — #, Check, Status, Configured Value (never omit the configured value), plus an Action Required note carrying the remediation for any failed check. End with a one-line summary: N passed | N failed | N require manual verification.

  • All passed: tell the user the Salesforce backend is correctly configured; if the problem persists, reload the Teams app (⋯ on the IT Desk/IT Service app → Reload app).
  • Any failed: don't add the reload note — the per-check Action Required steps are the fix.

The full report-rendering rules, special-case notes, the example report layout, and the optional swarming OAuth-token clear are in references/report-generation.md [blocked].


Gotchas (verified)

IssueDetail
The Teams ECA DeveloperName is ServiceCloudTeamsEcaThe External Client App the login checks look for is ServiceCloudTeamsEca. (A per-org packaged instance may surface under a related name such as ServiceCloudMSTeamsEca; match on the ECA that backs the Teams login, and treat a missing app as "turn the feature off and on again.")
"Allow OAuth for employees" is Metadata-API-only for reading, and Setup-UI-only to changeRead via SOAP listMetadata(ProfileSessionSetting) → readMetadata on the fullName containing unified; field allowOauthForEmployees (true=enabled, false=disabled, absent=never configured). It is not on Profile describe and not REST/Tooling-queryable. To set it, use Setup → Profiles → (employee profile) → Session Settings. UEL users only.
CORS check reads IsOauthCorsPolicyEnabled, allowed origins read CorsWhitelistEntry.UrlPatternBoth https://cdn.scs.static.lightning.force.com and https://teams.cloud.microsoft must be present.
Feature toggles are read via the FulfillerApp permissions Connect APIGET /connect/it-service/permissions/FulfillerApp returns the org/user feature flags; a FUNCTIONALITY_NOT_ENABLED error means the IServiceItsmTeamsFamily family is off at the org level.
Agentforce user-verification fields need SOAP v62+MessagingChannel.embeddedConfig (authMode, messagingAuthorizations.*) is silently omitted by SOAP v60 — use v62+.
Version prefix requiredheadless-360 dispatch/dispatch_readonly don't resolve API versions — always pass the full /services/data/vXX.0/... prefix.

Related Skills

SkillWhen to use instead
service-itsm-teams-configureFirst-time enablement of the base Teams Go page toggle, Azure/Entra app, Named Credential, extension registration
service-itsm-teams-itservice-configureCompleting the IT Service (employee) enablement checklist
service-itsm-teams-itdesk-configureCompleting the IT Desk (fulfiller) enablement checklist + Swarming collaboration tool
service-itsm-teams-employee-agent-configureBuilding the embedded Agentforce agent from scratch so it replies in Teams
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-teams-debug提交e5164d9

授權條款: 無授權條款

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