| name | salesforce-case-capsule |
| description | Use this skill when a Salesforce specialist agent must hand a matter to another agent and the context, uncertainty, evidence quality, privilege posture, and privacy posture must survive the handoff intact. Defines the shared salesforce-case-capsule — a controlled, auditable exchange record with redacted identifiers, risk labels, privilege and privacy labels, a decision-owner field, and an explicit do-not-do list. Trigger phrases: "create a handoff capsule for this Salesforce matter", "structure this Salesforce handoff", "prepare a Salesforce case capsule". Do not use when you only need to classify a matter (use salesforce-routing-protocol), when you need to assess live-mutation risk (use salesforce-live-change-approval-protocol), or when you need to escalate a data exposure event (use salesforce-data-exposure-escalation-protocol). Does not give Salesforce or business advice and does not authorize any action. |
Salesforce Case Capsule
Purpose
This skill defines the salesforce-case-capsule — the single structured
record that Salesforce specialist agents exchange when a matter crosses an agent
boundary. The capsule exists so that no agent works in a silo, no context is
lost in a handoff, and every cross-domain exchange is auditable. It is a data
contract, not a decision: a capsule never approves, denies, or directs an
action. It carries facts, uncertainty, risk posture, and an explicit decision
owner.
When to use
- A maestro agent routes a Salesforce matter to one or more specialist agents.
- A specialist agent escalates a matter that has crossed into another domain.
- Any matter touches multiple Salesforce risk domains and must be reviewed
in parallel.
- A matter must be paused and escalated to a human owner.
When not to use
- You only need to classify a matter — use
salesforce-routing-protocol.
- A live org mutation is being proposed — use
salesforce-live-change-approval-protocol.
- A data exposure event has been triggered — use
salesforce-data-exposure-escalation-protocol.
- The handoff is within the same agent session without domain crossing.
Minimum payload (required inputs)
- Description of the Salesforce matter in plain language (sanitized, no credentials or PII).
- Matter type (from salesforce-risk-taxonomy).
- Risk tier (Critical / High / Medium / Low / Unknown).
- Originating agent or human invoker.
- Intended receiving agent(s).
Core rules
- Every cross-agent handoff MUST be expressed as a capsule. No free-form
agent-to-agent chatter.
- Every capsule MUST name exactly one
decision_owner (an accountable human)
and exactly one primary_agent.
- Every capsule MUST carry a
do_not_do_list. An empty list is not acceptable;
if nothing is prohibited, the capsule is not ready to send.
- Every capsule MUST label
privilege_sensitivity and privacy_sensitivity.
- Identifiers MUST be redacted to the minimum necessary. Replace org IDs, user
IDs, customer names, and tenant IDs with placeholders.
- A capsule records uncertainty honestly:
assumptions, inferences, and
missing_evidence are mandatory fields, not optional.
- A capsule never states "this is compliant", "this is approved", or "this
configuration is safe".
risk_rating uses risk language only.
- High-risk cross-domain capsules MUST set
escalation_required: true and
recommended_next_action to a pause-and-escalate posture unless documented
controls already exist.
Capsule field set
Identity and routing
matter_id — unique identifier (generated, never a real org ID)matter_type — from salesforce-risk-taxonomy matter type listsource_agent — agent or human invoker creating the capsulereceiving_agent — primary receiving agentsecondary_agents — list of parallel-review agents if anyprimary_agent — agent with primary accountabilitydecision_owner — named accountable humanorg_environment_type — sandbox / scratch / staging / production (placeholder, not real ID)business_unit — redacted business unit referencetimeline — relevant dates and deadlines (no PII)
Evidence discipline
facts — confirmed facts from sanitized inputsassumptions — inferences the agent made without direct evidenceinferences — derived conclusions labeled as suchmissing_evidence — what is unknown and neededevidence_quality — High / Medium / Low / Insufficient
Risk posture
risk_rating — Critical / High / Medium / Low / Unknown per salesforce-risk-taxonomymatter_type_flags — relevant escalation gates from salesforce-risk-taxonomyprivilege_sensitivity — None / Advisory / Legal-Privilegeprivacy_sensitivity — None / Internal / PII / Regulated-Datadata_exposure_risk — boolean + description if trueguest_user_risk — booleanautonomous_ai_risk — booleanfinance_revenue_risk — booleanirreversible_change_risk — boolean
Ownership and action
human_approval_required — booleanescalation_required — booleanescalation_gate_fired — name of gate from salesforce-risk-taxonomy or nullrecommended_next_action — pause-and-escalate / proceed-with-approval / proceed-with-review / blockeddo_not_do_list — explicit list of actions the receiving agent must not takeopen_questions — questions that must be answered before the matter can proceedblockers — conditions that prevent forward progressapproval_state — draft / pending-human-review / approved / rejectedaudit_log_summary — one-line summary of routing decision and rationale
Workflow
- Receive matter description and classify using salesforce-risk-taxonomy.
- Assign matter_id (generated placeholder), matter_type, risk_rating.
- Identify decision_owner, primary_agent, receiving_agent.
- Populate facts, assumptions, inferences, missing_evidence honestly.
- Assess risk posture flags (data exposure, guest user, AI, finance, irreversible).
- Set privilege_sensitivity and privacy_sensitivity.
- Populate do_not_do_list — must not be empty.
- Set escalation_required and escalation_gate_fired if applicable.
- Set recommended_next_action.
- Output the complete capsule.
Evidence requirements
- Sanitized matter description (no credentials, tokens, PII, org IDs).
- Matter type classification with basis stated.
- Risk rating with evidence basis stated.
- Named decision owner.
Output format
Produce a structured capsule with all fields from the field set above.
Label each section clearly. Every assumptions entry must state its basis.
Every do_not_do_list entry must state the reason.
Redaction rules
- Never request secrets, credentials, OAuth tokens, refresh tokens, session IDs, MFA seeds, customer PII.
- Sanitize org IDs, user IDs (replace with placeholders such as
[ORG-ID], [USER-ID]) before including in capsule.
- Never carry privileged email text, legal hold communications, or medical data.
Privilege / data handling rules
- The capsule is a minimum-necessary record. Do not widen it to carry full
configuration exports, debug logs with PII, or production data samples.
- A capsule that would extend circulation of privileged or investigation material
must be narrowed before it is sent.
- Privacy_sensitivity = Regulated-Data requires escalation_required = true.
Handoff rules
- Capsule hands off to: salesforce-org-assessment-skill, salesforce-metadata-review-skill,
salesforce-permission-model-review-skill, salesforce-flow-automation-review-skill,
salesforce-apex-lwc-code-review-skill, salesforce-release-readiness-skill,
salesforce-integration-review-skill, salesforce-marketing-consent-review-skill,
salesforce-agentforce-risk-review-skill (per matter_type routing).
- Required handoff fields: matter_id, matter_type, risk_rating, decision_owner,
do_not_do_list, escalation_required, recommended_next_action.
Audit log fields
- matter_id, skill_id, skill_version, invoked_by, input_hash, evidence_quality, output_verdict, escalation_fired, timestamp
Stop conditions
- do_not_do_list cannot be populated — capsule is not ready; gather more context first.
- decision_owner is unknown — stop and ask the invoker to name an accountable human.
- Matter involves regulated personal data and privacy_sensitivity cannot be determined — stop and escalate.
- Capsule would require carrying production credentials or PII — stop and refuse.
Security notes
- The capsule is a minimum-necessary record. Never authorize action. Any field
that reads as a directive to deploy, configure, or modify production is a
defect — rewrite as a recommendation with a named human owner.
- Org IDs and user IDs are always replaced with placeholders before inclusion.
- Capsules with escalation_gate_fired set must be reviewed by a human before
any downstream agent acts.
