case-analysis

Analyze Salesforce support Cases to quantify automation opportunity and design a LangGraph support agent.

Updated Jul 16, 2026
One-click install
npx skills add https://github.com/flemx/salesforce-langgraph-agent --skill case-analysis-flemx
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: case-analysis
Source: https://github.com/flemx/salesforce-langgraph-agent/tree/main/salesforce/skills/skill-zuydu
Command: npx skills add https://github.com/flemx/salesforce-langgraph-agent --skill case-analysis-flemx

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Support teams struggle to understand what their Case volume actually contains and which requests can be safely automated. This Skill turns raw Salesforce support Cases into an evidence-based demand analysis and a concrete LangGraph agent design grounded in that data. ## Core Features & Use Cases - Case Clustering: Pulls Cases via read-only SOQL and clusters them by issue category and resolution pattern, delegating large volumes to a sub-agent. - Automation Quantification: Classifies demand into self_service, agent_assisted, and human_required handling splits, reported as scenario coverage rather than deflection KPIs. - Agent Design Output: Produces a triage-first LangGraph design (triage, retrieve, respond, escalate, resolve) with narrow tools and human-in-the-loop escalation for fraud and legal cases. - Use Case: A support lead asks which of 40 seeded Chinook demo Cases could be handled by an AI agent; the Skill clusters the Cases, quantifies the handling split, and writes a report plus a LangGraph design document. ## Quick Start Analyze the seeded Chinook demo Cases in Salesforce and produce a support demand report with a LangGraph agent design.

Frequently Asked Questions about case-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze Salesforce support Cases for automation potential?

Pull Cases with read-only SOQL, cluster them by issue category and resolution pattern, then classify each cluster as self_service, agent_assisted, or human_required. The Skill caches results to cases.json and writes findings to report.md.

How to design a LangGraph support agent from case data?

Ground the design in clustered case analysis, then define a triage-first graph with nodes for triage, retrieve, respond, escalate, and resolve. Use narrow purpose-built tools and explicit human-in-the-loop escalation for fraud and legal cases.

Can this Skill write classification results back to Salesforce?

Writes are gated behind human approval. Any write-back such as setting the AI_Handling__c field must pause for explicit human confirmation before executing.

What SOQL query filters the demo Case dataset?

Use WHERE Chinook_Demo_Case__c = true to select the seeded demo set. Queries are read-only and results are cached locally to cases.json for clustering.

When should case clustering be delegated to a sub-agent?

Delegate clustering to the cluster-cases sub-agent when Case volume is large. Smaller datasets can be clustered directly by issue category and resolution pattern within the main workflow.