IT & HR Service Cloud · IT Service

Configure Agentforce IT Service Orgs

Stand up an Agentforce IT Service org from start to finish. The org ends up with its agents, service catalog, CMDB, SLA policies and knowledge in place and ready to demo or hand over.

124 tasks
Method

How MeshMesh does it

  1. Runs the IT Service org setup recipe in phases against the target org.
  2. Sets sharing defaults and checks assignment rules, then validates and applies sharing changes across objects.
  3. Enables Enhanced Chat and provisions and enables CMDB.
  4. Configures SLA Management with its predefined policies.
  5. Creates a Knowledge data library and connects it to the IT agents, and publishes knowledge articles.
  6. Creates sample incidents and CMDB items so the org has data to show.
  7. Writes a demo readiness plan with a click path and talk track.

Next: Configure IT Service Management Processes.

IT Service

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