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Service Itsm Swarming Configure
- SKILL.md
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-swarmingGo 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) toTeamsvia the org-values Connect API. - Out of scope: The base Microsoft Teams ITSM Salesforce Go page toggle (
ITSMTeamsEnabled) and Azure/Entra app registration — useservice-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 — useexperience-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
mcp__headless-360__dispatch(
method: "POST",
url: "/services/data/v67.0/connect/setup/discovery/features/status",
body: { "featureApiNames": ["service-cloud-swarming"] }
)
Response shape:
{
"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
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
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
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:
{ "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
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)
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):
mcp__headless-360__dispatch(
method: "PATCH",
url: "/services/data/v67.0/setup/org/values/SWARM_COLLABORATION_TOOL",
body: { "orgValue": "None" }
)
Gotchas
| Issue | Detail |
|---|---|
"Set Teams as Collaboration Tool for Swarming" writes via SWARM_COLLABORATION_TOOL, not a Teams-side endpoint |
This 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 camelCase |
The /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-only |
A 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 unrelated |
headless-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 first | The 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 required | headless-360 dispatch/dispatch_readonly do not resolve API versions — always pass the full /services/data/vXX.0/... prefix. |
Related Skills
| Skill | When to use instead / alongside |
|---|---|
service-itsm-teams-configure |
Enabling 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 preferences | Enabling the Notifications/TeamsNotifications preferences is a distinct concern from this feature (no dedicated child skill exists yet) |
service-itsm-channels-coordinate |
Top-level menu across Teams, Slack, Swarming, Notifications, Portal |
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