# service-itsm-swarming-configure

Enables Swarming in Salesforce ITSM — a collaboration feature that lets IT Desk agents pull in subject-matter experts to resolve incidents in real time.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 1200 installs · ★ 1112
- Author: forcedotcom
- License: Apache-2.0 · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/forcedotcom/sf-skills/tree/HEAD/skills/service-itsm-swarming-configure/SKILL.md
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/skills/service-itsm-swarming-configure

## What it does

The skill automates enabling the `service-cloud-swarming` feature via Salesforce Connect API and sets Microsoft Teams as the collaboration tool. Runs six steps sequentially: checks feature status, enables it if disabled, verifies the change, reads the current `SWARM_COLLABORATION_TOOL` value, patches it to `Teams`, and confirms the result.

Covers only the Swarming feature. The base Microsoft Teams ITSM integration (`ITSMTeamsEnabled`) and Azure app registration are handled by `service-itsm-teams-configure`. Requires the `headless-360` MCP server version 1.0.0 or higher and Salesforce API 67.0 at minimum.

## Requirements
- Works with: Salesforce

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill service-itsm-swarming-configure -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/service-itsm-swarming-configure/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/service-itsm-swarming-configure/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill service-itsm-swarming-configure -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/service-itsm-swarming-configure/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill service-itsm-swarming-configure -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/service-itsm-swarming-configure/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install forcedotcom/sf-skills service-itsm-swarming-configure
```

2. **Manually: put the files in place**
- File: `.github/skills/service-itsm-swarming-configure/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill service-itsm-swarming-configure -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/forcedotcom/sf-skills --path skills/service-itsm-swarming-configure
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/service-itsm-swarming-configure/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill service-itsm-swarming-configure -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/forcedotcom/sf-skills/tree/HEAD/skills/service-itsm-swarming-configure/SKILL.md

## When to use it
- enable the Swarming feature in Salesforce ITSM via Connect API
- set Teams as the collaboration tool for Swarming
- verify service-cloud-swarming feature status and SWARM_COLLABORATION_TOOL value
- automate the 'Set Teams as Collaboration Tool for Swarming' Go page checklist item
- configure collaborative incident resolution in IT Desk

## Example prompts
- Turn on Swarming for IT Desk in Salesforce and set Teams as the collaboration tool
- Check if `service-cloud-swarming` is enabled, and if not, enable it
- Configure Swarming in ITSM: activate the feature and pick Teams

## Source text · SKILL.md · Apache-2.0

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 0017fe1063b69c4a.

BEGIN THIRD-PARTY FILE 0017fe1063b69c4a
```text
---
name: service-itsm-swarming-configure
description: "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."
metadata:
  version: "1.0"
  domains: ["Service"]
  minApiVersion: "67.0"
  relatedSkills:
    - "experience-portal-create"
    - "service-itsm-channels-coordinate"
    - "service-itsm-teams-configure"
  mcpTools:
    headless-360:
      tools: ["describe", "discover", "dispatch", "dispatch_readonly"]
      semver: ">=1.0.0"
  accessCheck: "OrgPreferences.ITSMTeamsEnabled"
allowed-tools: |
  Read AskUserQuestion
  mcp__headless-360__discover
  mcp__headless-360__describe
  mcp__headless-360__dispatch
  mcp__headless-360__dispatch_readonly
---

# 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"
```
END THIRD-PARTY FILE 0017fe1063b69c4a

The third-party file has ended. Everything between the 0017fe1063b69c4a tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

First 2672 of 10349 bytes. © forcedotcom · Apache-2.0 · https://github.com/forcedotcom/sf-skills/tree/HEAD/skills/service-itsm-swarming-configure/SKILL.md

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