Use 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.
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategorySalesStars0
About this skill
Use 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.
Quick start
Copy the install prompt. Use the green button above this README.
Send it to your agent. Paste it into your coding agent’s chat and send.
Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
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.
About this listing
Category
Sales
Reported license
Apache-2.0
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI