Case Management Setup & Troubleshooting

Expert guidance for Salesforce Case Management setup, configuration, and troubleshooting. Covers everything from basic case object setup to complex Omni-Channel routing, entitlements, and SLAs.

Invocation: /case-management-setup [request]

What This Skill Does

Helps with:

• Setup guidance — Configure cases, assignment rules, queues, Email-to-Case, escalations, entitlements
• Troubleshooting — Diagnose why assignments aren't working, emails aren't routing, escalations aren't firing
• Best practices — Recommend configurations based on org requirements
• Org diagnostics — Query setup via sf CLI to identify issues