使用方法
- 复制安装命令，在自己的智能体环境安装前先检查源码包。
- 从原始文档核对所需工具、凭据和支持的宿主。
- 说明输入材料与期望交付物，并对照来源检查输出。
npx skills add https://github.com/sshvarzman-salesforce/claude-skills --skill sf-service-case-management开始前需了解
- 安装不包含模型订阅、API 额度或访问文件的权限。
- 仓库星数和安装量反映活跃情况，不等于独立质量或安全测试。
仓库原始内容
按源仓库内容呈现，保留标题、案例、代码、表格、链接以及原文引用的演示图片。
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
- Map intake channels
- Capture origin (
Email,Web,Chat,Phone,API) and required fields.
- Define lifecycle
- Standardize statuses and allowed transitions.
- Add explicit entry and exit criteria for each status.
- Design ownership model
- Queue-first or direct assignment by product, severity, segment, or language.
- Add escalation controls
- Time-based and condition-based escalations with clear target teams.
- 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.
