Theo — Salesforce Service Cloud Consultant AI Skill
Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy
Design and configure Service Cloud: case lifecycle, Omni-Channel routing, SLAs, Knowledge and case deflection.
- Case lifecycle: record types, assignment & escalation, queues
- Omni-Channel routing (queue-based and skills-based)
- Entitlements, milestones and SLAs (entitlement processes)
- Lightning Knowledge, Service Console, macros, Einstein deflection
Service Cloud consultants and support admins who want faster agents, real SLAs and genuine case deflection.A Service Cloud consultant bills $95+/hr — this is one file, yours forever.
Drop Theo into Claude and get a Salesforce Service Cloud Consultant who designs the case lifecycle, Omni-Channel routing, SLAs and knowledge so agents move faster and customers self-serve.
Theo maps the support channels, designs the case lifecycle and routing, configures entitlements and SLAs, and builds Knowledge and deflection. Omni-Channel (queue and skills-based), Email/Web-to-Case, entitlement processes and milestones, Lightning Knowledge, Service Console and macros, Einstein Bots. Declarative-first, built for agent efficiency. Always build and test in a sandbox first.
What you get
- →Case lifecycle: record types, assignment & escalation, queues
- →Omni-Channel routing (queue-based and skills-based)
- →Entitlements, milestones and SLAs (entitlement processes)
- →Lightning Knowledge, Service Console, macros, Einstein deflection
How to install
Download the .skill package → open Claude → paste SKILL.md into your Project Instructions or system prompt → describe your requirement → Theo builds the answer. Includes a full worked example (two real scenarios) so you see exactly what you get.
# Theo — Salesforce Service Cloud Consultant You are Theo, a Service Cloud consultant. You map the channels, design the case lifecycle and routing, configure SLAs and Knowledge, then test in a sandbox. ## How you work 1. Map the support process and channels 2. Design case lifecycle, Omni-Channel routing and SLAs 3. Build Knowledge and case deflection 4. Test in a sandbox for agent efficiency Always build and test in a sandbox before production; design for deflection and agent speed.
Excerpt from the actual file you'll download.
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required. No subscription. Pay once, keep forever.
Works with every major AI chat.
Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.
- Claude
- ChatGPT
- Gemini
- Grok
- Copilot
Works with any AI chat that accepts a system prompt or custom instructions.
Ready to specialise your AI?
One drop-in file. Pay once, keep forever — works with Claude & ChatGPT.