case-management-setup

case-management-setup is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 121 tokens per session (3,926 once invoked), scanned A, original, Apache-2.0.

A Salesforce Service Cloud guide for handling customer cases from intake through resolution. It covers email and web submission, routing, escalations, automatic replies, teams, service agreements, and time-based milestones.

In plain words
What is it for?
Use it to configure Email-to-Case, Web-to-Case, queues, assignment and escalation rules, auto-response messages, case teams, and service-level tracking.
Why use it?
It helps prevent cases from being misrouted, unanswered, or escalated at the wrong time. It also explains dependencies such as business hours, entitlements, and assignment rules.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to configure Email-to-Case, Web-to-Case, queues, assignment and escalation rules, auto-response messages, case teams, and service-level tracking.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/case-management-setup
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill case-management-setup
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for case-management-setup

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/case-management-setup/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/case-management-setup)
Your own site
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Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for case-management-setup

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/case-management-setup"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/case-management-setup.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 121 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,926 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00121 $0.03926
Opus 5 $0.00060 $0.01963
Sonnet 5 $0.00024 $0.00785
Haiku 4.5 $0.00012 $0.00393

Measured 7d ago against content hash 9299fd6d6fe3, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

case-management-setup scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 7d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_case_management_setup.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/case-management-setup/SKILL.md · 231 lines

How it starts

The opening of the file, as written. The whole thing — 231 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Case Management Setup

This skill activates when an admin needs to configure or troubleshoot the full Service Cloud case handling layer: inbound channels (Email-to-Case, Web-to-Case), routing and assignment, time-based escalation, auto-response emails, case team collaboration, and entitlement/milestone SLA tracking.


Before Starting

Gather this context before working on case management configuration:

  • Which inbound channels are needed? Email-to-Case and Web-to-Case have different limits and configuration paths. Email-to-Case uses routing addresses; Web-to-Case generates an HTML form.
  • What are the SLA requirements? Escalation rules require business hours to be configured first, or the clock runs 24/7. Entitlements require the Entitlements feature to be enabled in Setup before any configuration is possible.
  • Are assignment rules already active? Auto-response rules ONLY fire when an assignment rule also fires. This is the single most common false assumption in case management setup. If assignment rules are not active or not matching, auto-responses will not send regardless of auto-response rule configuration.
  • What are the queue membership and deletion policies? Deleting a queue that owns open cases orphans those cases — they have no owner and no queue. Enforce a transfer-before-delete policy.

Core Concepts

Inbound Channel Limits and Behaviors

Email-to-Case converts inbound customer emails into cases. Key limits and behaviors:

  • Maximum inbound email size: 25 MB (attachments included). Emails exceeding this limit are rejected.
  • Email body is truncated at 32,000 characters. Content beyond that limit is silently dropped — not stored in an attachment.
  • Thread ID handling is critical. Salesforce embeds a thread ID token in outgoing case emails. When the customer replies, Salesforce reads the token to find the parent case and adds the reply as a new Email Message record. If the routing address is misconfigured or the thread ID is stripped by a mail server, the reply creates a new case instead of threading. Test threading end-to-end before go-live.
  • On-Demand Email-to-Case (recommended) uses Salesforce-hosted routing addresses. Classic Email-to-Case uses a local email agent. Use On-Demand unless firewall or data residency requirements prevent it.

Read the full file on GitHub · 231 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 7d ago First seen · 231 lines · 121 tokens per session scan A 9299fd6d6fe3

Subscribe to this mod's changes

case-management-setup is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 121 tokens to every session and 3,926 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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