Install the managed package. Every new Case and EmailMessage gets auto-analyzed. Risk scores appear as a Lightning component on the record page. No tab-switching. No exports.
The entire flow is automatic. No manual steps after install.
Salesforce trigger fires
Async API request
AI analysis in <2s
Custom object + LWC badge
Everything your Salesforce org needs to start scoring risk automatically.
RiskRadarService.cls
Core service class. Handles API callouts, parses responses, creates Risk_Assessment__c records.
CaseRiskTrigger.trigger
Fires on new Case insert. Sends case description to RiskDetect API via @future callout.
EmailRiskTrigger.trigger
Fires on new EmailMessage. Analyzes inbound customer emails for risk signals.
riskScoreBadge
Visual risk badge for Case record pages. Shows score, level, signals, and recommended action.
Risk_Assessment__c
Stores every analysis result. Linked to Case via lookup. Full audit trail of risk scoring.
RiskDetect_Admin
Permission set for field-level security. Remote site setting for API callout authorization.
Click the install link. Choose "Install for All Users" or admins only. Takes about 60 seconds.
Assign RiskDetect_Admin to users who need to see risk scores. Controls field-level access to Risk_Assessment__c.
Edit your Case record page in Lightning App Builder. Drag the riskScoreBadge component onto the page. Save and activate.
That's it. The trigger fires automatically on new Cases and EmailMessages. Risk scores appear within seconds.
No new tabs. No new logins. Risk intelligence right inside Salesforce.