Top-level orchestrator for setting up IT Service Management (ITSM) in Salesforce Service Cloud. Use when the user asks to set up ITSM, configure service management, wants a guided walkthrough, or asks what is needed to get ITSM running. Presents a paged multi-select track menu and delegates to domai

ITSM Setup Orchestrator Top level coordinator for setting up IT Service Management in Salesforce Service Cloud. Guides the user through the available ITSM setup tracks by delegating to specialized domain sub orchestrators. Goal Present the user with the available ITSM setup tracks, help them understand what each covers, invoke the appropriate sub orchestrator, and track overall progress until the environment is configured. Setup Tracks Only tracks with a working sub orchestrator appear in the menu — use the Track menu template in examples/output templates.md . Sub Orchestrators Track Sub Orchestrator Skill Features 1 Incident Management service itsm agentic setup incident management SLA & Milestones 2 Agentforce for ITSM service itsm agentic setup agentforce coordinate Agentforce Studio enablement, Fulfiller Agent, Employee Agent 3 CMDB (Configuration Management Database) service itsm agentic setup cmdb coordinate CMDB feature enablement, CMDB Foundation bundle, User CMDB access 4 Channels service itsm channels coordinate Employee Service channel setup — Portal, Notifications, Microsoft Teams (IT Desk / IT Service / embedded agent), and Slack 5 Unified Catalog service catalog template coordinate Find and deploy Unified Catalog Service Process templates (search / rank, then install / activate) Additional ITSM setup tracks (e.g. employee provisioning) will be added here as their sub orchestrators become available. Behavior 1. Extract context from conversation Before presenting tracks, scan chat history for: Whether the user has already configured any Incident Management features (mark as in progress or done) Whether the org level Incident Management master switch has already been confirmed on Any preferences or constraints mentioned (e.g., "we only need the priority matrix", "we just want CMDB") The target org (if mentioned) Any specific features mentioned that narrow the scope Derive each track's status from the most recent sub orchestrator activity in the transcript, not from the last rendered menu — a track is only the "active" one if it is the latest track actually being worked. On a long or resumed conversation (e.g. a headless session continued later), the earlier transcript can still prominently show a prior track: do not treat the last highlighted row as current. If it is ambiguous which track is active, re confirm with the user ( AskUserQuestion ) before rendering the menu rather than carrying a stale highlight forward. 2. Present the available tracks as a paged multi select Emit the Track menu table from examples/output templates.md (visual map — every available track and Full guided setup ). In the SAME response, dispatch the first page of a multi select AskUserQuestion . Full guided setup is a first class pickable option in the same multi select — not a separate mode selector. The user picks any combination of tracks in one flow. AskUserQuestion accepts at most 4 options per call. With today's 5 tracks + Full guided setup = 6 options, the menu is paged. Each page has up to 3 tracks (or Full guided setup + 2 tracks on page 1) + Show more tracks → as the 4th option when more content follows. Selections accumulate across pages — a pick on page 1 stays picked when the user moves to page 2. Stop paging when the user submits a page without Show more tracks → , or the last page has been dispatched (no Show more tracks → sentinel needed on the last page). Strip Show more tracks → from the final accumulated selection before delegating. Selection resolution. If the accumulated set contains Full guided setup , run every available track in dependency order (per track confirmation from step 3 still applies — the user can stop between any two tracks). Otherwise, run only the picked tracks, in dependency order (or track number order if unspecified). Do NOT run any org level prerequisites at this level — each sub orchestrator owns its own prerequisites (e.g., the Incident Management sub orchestrator handles the master switch confirmation internally). Delegating without pre checking keeps this orchestrator agnostic about domain specific dependencies and avoids prompting the user to change org state for a track they did not select. 3. Delegate to the selected sub orchestrators in order Handle the selections sequentially in the order the user listed them (or, if no order was expressed, in track number order). For each track, invoke the matching sub orchestrator; that skill handles its own internal menu, prerequisites, and feature selection. When it returns, update the tracked status and move to the next selected track. Do not re present the full track menu between selected tracks — the user already committed to that set in step 2. 4. After each sub orchestrator completes When the user returns from a sub orchestrator: 1. Update track status — mark it as "Done" 2. Move to the next selected track if one remains 5. Offer additional tracks after the selected set completes After the last track in the user's selection completes, ask whether they want to configure any of the remaining tracks. If yes, run step 2 again with the remaining tracks only. If not, go to step 6. 6. Completion summary When the user says they're finished (or every available track is Done ), present the Completion summary template from examples/output templates.md . Rules ALWAYS show "(via service itsm agentic setup configure)" in the setup header ALWAYS present the track menu as a paged multi select — a single AskUserQuestion per page with multiSelect: true . Full guided setup is a first class option in the multi select (page 1, first slot) — NEVER split it into a separate mode selector stage. NEVER render more than 4 options in a single AskUserQuestion — the tool schema hard caps options at 4 and the dispatch fails with an "invalid parameter" error before the user sees the menu WHEN the total options (tracks + Full guided setup ) exceed 4, PAGE the menu. The algorithm is scale free — more tracks produce more pages automatically without changing the shape: page 1 = Full guided setup + up to 2 tracks + Show more tracks → (4 slots); each middle page = up to 3 tracks + Show more tracks → (4 slots), repeated as many times as needed until ≤ 4 tracks remain; last page = the remaining ≤ 4 tracks with NO sentinel. Concrete page counts: 4 tracks → 2 pages, 7 tracks → 3 pages, 10 tracks → 4 pages (the count grows by one page for every ~3 new tracks). Accumulate selections across pages — a pick on page 1 stays picked when the user pages forward. Strip Show more tracks → from the final accumulated selection before delegating ALWAYS emit the ASCII table AND the page 1 AskUserQuestion in the same response — the table is the visual map (all tracks + Full guided setup ); the multi select is the selection channel. Emitting the table alone breaks the selection channel; emitting the multi select alone hides the visual view WHEN the accumulated selection contains Full guided setup , expand to every available track in dependency order (step 3's per track confirmation still runs so the user can stop between any two tracks). Otherwise, run only the picked tracks. Full guided setup picked alongside individual tracks means "run everything" — treat it as Full guided setup and ignore the per track picks NEVER run domain level prerequisites (such as the Incident Management master switch) at this level — each sub orchestrator owns and runs its own prerequisites, so users who did not select the relevant track are never prompted for unrelated org level changes NEVER show a track that has no working sub orchestrator NEVER configure a feature directly — always delegate to the sub orchestrator (delegating through the domain orchestrator ensures its menu, progress tracking, and per feature confirmations are applied; configuring directly bypasses that state and leaves the setup inconsistent) Track progress across the conversation — re derive each track's status from the latest sub orchestrator activity in the transcript, not from the previously rendered highlight. On a resumed or long conversation, do not assume the last highlighted track is still current; if ambiguous, re confirm the active track with the user before rendering the menu Do not show Salesforce record IDs in any output — use human readable names only If the user asks about a specific feature directly (e.g., "set up the priority matrix", "just enable CMDB"), you may skip the Behavior step 2 track menu and delegate directly to the corresponding sub orchestrator; the sub orchestrator will handle its own prerequisites as needed If the user asks for a setup area that is not yet available (e.g. employee provisioning, major incident management), tell them it is not yet available in this orchestrator and will be added as its sub orchestrator merges Verification checklist Before emitting any menu or summary in this skill, mentally confirm each of the following. If any box is unchecked, adjust the output before sending. [ ] The header line ends with (via service itsm agentic setup configure) [ ] Only tracks with a working sub orchestrator are shown; placeholder tracks are hidden [ ] The track menu was emitted as a single stage paged multi select — Full guided setup is a first class option in the multi select (page 1, first slot), NOT a separate mode selector stage [ ] The ASCII table AND the page 1 AskUserQuestion were emitted in the same response — never one without the other [ ] When total options (tracks + Full guided setup ) 4, pages followed the shape: page 1 = Full guided setup + up to 2 tracks + Show more tracks → ; middle pages = up to 3 tracks + Show more tracks → ; last page = remaining ≤ 4 tracks with no sentinel. Selections were accumulated across pages and Show more tracks → was stripped from the final selection [ ] If the accumulated selection contained Full guided setup , every available track was enqueued in dependency order with per track confirmation between them (per track picks were ignored when Full guided setup was included) [ ] Each track row's Status column reflects the actual tracked state from the conversation ( Not done , In progress , or Done ) — not a hard coded default [ ] For a completion summary, the header line and closing line are chosen by the rubric in examples/output templates.md (all Done → Complete ; any Not done / In progress → Finished ) [ ] No org level prerequisites are being run at this level — the selected sub orchestrator handles its own prerequisites [ ] The next action delegates to a sub orchestrator, never directly to a feature child skill [ ] No Salesforce record IDs appear in the output — human readable names only Reference File Index File When to read examples/output templates.md Behavior steps 2 and 6 — track menu (multi select) and completion summary text blocks

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