Technical SpecsService Specs
Service Cloud
The specifictions for Case Management, Knowledge Base, and SLA Engine.
Service Cloud Subsystem
The Service Cloud delivers high-velocity support capabilities, moving from reactive ticket handling to proactive customer success using Knowledge and AI.
1. Domain Model (Schema)
1.1 Core Objects (packages/support)
| Object Name | API Name | Description | Key Fields |
|---|---|---|---|
| Case | case | A customer issue or request. | subject, priority, status, origin |
| Case Comment | case_comment | Thread of communication. | body, is_public |
| Knowledge Article | knowledge_kav | Help content. | title, body_html, category, status |
| SLA Policy | entitlement | Support agreement. | account_id, start_date, sla_minutes |
1.2 Relationship Diagram
erDiagram
ACCOUNT ||--o{ CASE : "logs"
CONTACT ||--o{ CASE : "logs"
CASE ||--o{ CASE_COMMENT : "has"
CASE }o--o{ KNOWLEDGE_KAV : "attaches"
ACCOUNT ||--o{ ENTITLEMENT : "purchases"2. Business Logic (Automation)
2.1 Omni-Channel Routing (case.route.action.ts)
- Trigger:
after_create - Logic:
- Check
Case.origin(Email, Phone, Web). - Check
Case.priority. - Find available Agent in
support_queue. - Assign
owner_idbased on "Least Active" or "Skill Match".
- Check
2.2 SLA Countdown (case.sla.hook.ts)
- Trigger:
on_create,on_update. - Logic:
- If
priority== 'Critical', settarget_resolution_time= Now + 2 hours. - If
status!= 'Closed' ANDNow > target_resolution_time, Trigger Escalation alert to Manager.
- If
2.3 Knowledge Deflection (AI) (knowledge.search.action.ts)
- Action: When User is typing case Subject on Portal.
- Logic: Vector Search (
embedding(subject)) against Knowledge Base. - Output: Return Top 3 Articles. If user clicks "Solved", abort Case creation.
3. User Experience (UI)
3.1 Agent Console (service_console.app.ts)
A "Split View" application designed for high-density work.
- Left Panel: List of "My Open Cases".
- Center Panel: Current Case Workspace (Details, Chatter).
- Right Panel: Knowledge Sidebar & AI Agent (Suggested Replies).
3.2 Knowledge Editor (knowledge.page.ts)
- Layout: Rich Text Editor for Content, Sidebar for Version/Language control.
4. Security & Access
- Public: Can read
is_public=trueKnowledge Articles. - Customer: Can Create/Read own Cases.
- Support Agent: Can Read/Edit All Cases in assigned Queue.