Claude Code Skills·Claude Skills·The open SKILL.md registry for Claude
ClaudSkills / Sales / crm-systems

Salesforce Case Capsule

Category: Sales  ·  Sub-category: crm-systems  ·  Last updated:
tool:salesforcetype:audit
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.
Security AStatic scan found no risk patternsHow grading works ›

What this skill does

Salesforce Case Capsule is a community-contributed Claude Code skill in the crm-systems sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/salesforce-case-capsule/ and loads when your prompt matches the skill's trigger.

When to invoke it: 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.

Who uses this skill

The Salesforce Case Capsule Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 146,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/salesforce-case-capsule
curl -L https://claudskills.com/skills/salesforce-case-capsule/SKILL.md \
  -o ~/.claude/skills/salesforce-case-capsule/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/salesforce-case-capsule/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/salesforce-case-capsule/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\salesforce-case-capsule\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Salesforce Case Capsule Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/salesforce-case-capsule/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Salesforce Case Capsule skill do?
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.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Salesforce Case Capsule skill?
Use Salesforce Case Capsule when your Claude Code task falls under the Sales category — specifically in the crm systems area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Salesforce Case Capsule" or describe the task and let Claude pick). Browse related skills at /category/sales/.
What is a Claude Code skill and how does the Salesforce Case Capsule skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Salesforce Case Capsule is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
Raishin. (2026). Salesforce Case Capsule [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/salesforce-case-capsule/
BibTeX
@misc{salesforce-case-capsule-2026,
  author    = {Raishin},
  title     = {Salesforce Case Capsule [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/salesforce-case-capsule/}
}

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Security scan

Grade A · scanned 2026-07-06 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

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