sshvarzman-salesforce/claude-skills

sf-service-case-management

Service Cloud case lifecycle design and optimization.

Ver código-fonte

Como usar

  1. Copie o comando e verifique o pacote antes de instalar no seu ambiente de agente.
  2. Consulte no original as ferramentas, credenciais e ambientes necessários.
  3. Descreva os dados de entrada e a entrega esperada; confira a saída com as fontes.
npx skills add https://github.com/sshvarzman-salesforce/claude-skills --skill sf-service-case-management

Antes de começar

  • A instalação não inclui assinatura de modelo, franquia API ou acesso aos seus arquivos.
  • Estrelas e instalações indicam atividade, não um teste independente de qualidade ou segurança.
Documento original do Skill

Renderizado do repositório de origem, preservando títulos, exemplos, código, tabelas, links e imagens.

Service Cloud Case Management

Use This Skill When

  • Building or reviewing case lifecycle states and transitions.
  • Designing assignment rules, queue ownership, and escalation logic.
  • Defining service processes, record types, and case page layouts.
  • Improving triage quality, first-contact resolution, and closure hygiene.

Core Workflow

  1. Map intake channels
  • Capture origin (Email, Web, Chat, Phone, API) and required fields.
  1. Define lifecycle
  • Standardize statuses and allowed transitions.
  • Add explicit entry and exit criteria for each status.
  1. Design ownership model
  • Queue-first or direct assignment by product, severity, segment, or language.
  1. Add escalation controls
  • Time-based and condition-based escalations with clear target teams.
  1. Close with quality gates
  • Require resolution code, root cause category, and customer communication confirmation.

Deliverables

  • Case lifecycle table (status, owner, SLA timer behavior).
  • Assignment and escalation rule summary.
  • Data quality checklist for intake and closure.
  • Top 3 operational risks and mitigations.

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