Use when designing Salesforce Shield Event Monitoring retention, SIEM routing, and storage-tier strategy — which event types to keep, for how long, where, and how to answer audit…
Convert the canonical markdown+JSON deliverable of any SfSkills runtime agent into Excel, PDF, CSV, Notion card, ServiceNow ticket, or similar downstream format WITHOUT polluting…
Use when async Apex (Queueable, Batch, Schedulable, @future) needs to honor the originating user's field-level security but the framework runs the job in a different security…
When and how to design CustomEvent traffic out of an LWC — bubbles / composed / cancelable flag choices, detail payload shape, naming rules, and propagation control.
Use when designing a reusable integration layer in Salesforce that serves multiple external APIs through a shared callout infrastructure.
Use when enabling, configuring, or troubleshooting Person Accounts in a Salesforce org — includes B2C data model design, IsPersonAccount flag handling, Account-Contact behavior…
Step-by-step setup and configuration of Einstein for Sales AI features: Opportunity Scoring, Pipeline Inspection AI insights, Einstein email insights and composition, and…
Apex Trigger.new / Trigger.old / Trigger.newMap / Trigger.oldMap / Trigger.isInsert etc.: when each is populated, null-safety, recursion depth, trigger event matrix.
Heroku ↔ Salesforce integration paths — Heroku Connect (Postgres bidirectional sync), Heroku AppLink (expose Heroku APIs to Flow / Apex / Agentforce), Heroku External Objects…
Use when sequencing a deployment that spans multiple Salesforce clouds — Sales Cloud, Service Cloud, and Experience Cloud — and encountering reference errors, cascading metadata…
Use when designing a Service Cloud solution end-to-end: channel strategy (phone, email, chat, messaging, social), routing model (queue-based vs skills-based Omni-Channel),…
Use when invoking Autolaunched Flows from Apex via `Flow.Interview.createInterview`. Covers parameter typing, output retrieval, governor boundaries, and when to inline logic…
Configure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows.
Use when adopting or working with the fflib (Apex Enterprise Patterns) open-source library — UnitOfWork, SObjectDomain, SObjectSelector, and Service layer classes — in a…
Design Invocable Apex actions that return deterministic, agent-friendly errors instead of surfacing raw exceptions to the LLM.
Generating PDF documents from Salesforce using Visualforce renderAs='pdf', PageReference.getContentAsPDF(), and ContentVersion storage.
Use when designing wrapper or inner classes in Apex to combine SObjects with computed fields, shape data for LWC consumption, or sort collections with Comparable or Comparator.
Use when designing or reviewing Lightning Web Components for slow initial load, heavy rerenders, large-list rendering, payload reduction, and lazy instantiation choices such as…
Use when evaluating which Salesforce features are available in a given org edition, determining whether a planned solution requires an add-on license, or investigating why a…
Use when creating or managing picklist fields: choosing between Global Value Sets and object-local picklists, configuring controlling and dependent field relationships, managing…
refreshApex, getRecordNotifyChange, and RefreshView API for LWC data refresh: when wired data is stale, forcing re-fetch after imperative DML, cross-component refresh, 2024…
Use when exporting, importing, or version-controlling OmniStudio components using DataPacks via the OmniStudio DataPacks tool or vlocity CLI.
Use when configuring grant tracking in a Salesforce nonprofit org — covers both NPSP Outbound Funds Module (Opportunity-based, managed package path) and Nonprofit Cloud for…
Use when an LWC needs to appear, be configured, and be constrained inside Lightning App Builder, Experience Builder, Home Page, or Flow screens via its js-meta.xml file —…
Apex test patterns for @InvocableMethod agent actions: per-branch coverage, bulk safety, deterministic assertions. NOT for UI/LWC testing or agent conversational quality scoring.
Grant row-level access programmatically via __Share records when declarative sharing rules cannot express the policy.
Tactical guidance for composing Permission Set Groups: layering permission sets, applying Mute Permission Sets to subtract narrow capabilities, sequencing the recalculation…
Apex Platform Event subscriber runtime semantics — checkpoint-and-resume via `EventBus.TriggerContext.setResumeCheckpoint`, `EventBus.RetryableException` semantics, the…
Use when analyzing B2C Commerce storefront metrics (conversion funnel, cart abandonment, product performance, revenue trends) via the Business Manager Reports and Dashboards app,…
Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories to the inspection view, configuring Days in Stage and other metrics,…
Use when planning, sequencing, or executing the final cutover to production for a Salesforce implementation or major release.
Use when designing, implementing, or reviewing Salesforce SOAP API integrations — covering enterprise vs partner WSDL selection, login() and session management, core operations…
Use when managing OmniScript versions: activating new versions, deactivating prior versions, testing a specific version before activation, rolling back to a previous version, or…
Isolate component errors so one failure does not blank an entire page using errorCallback and graceful fallbacks. NOT for server-side Apex exception design.
Use when deciding which Salesforce automation tool should own a requirement, including before-save and after-save Flow, screen Flow, scheduled Flow, invocable Apex, Apex triggers,…
Use when choosing which Salesforce platform capability to use for a requirement — covering metadata storage (Custom Metadata vs Custom Settings vs Custom Objects), UI framework…
Use when planning, reviewing, or troubleshooting Salesforce metadata releases and admin deployment processes.
Use when choosing between Custom Metadata Types and Custom Settings, understanding hierarchical vs list settings, deployment behavior, governor limit implications, or accessing…
Use when building or reviewing code that constructs SOQL/SOSL at runtime, inspects schema metadata via Schema.describe methods, accesses fields dynamically on sObjects, or…
Use when designing or reviewing integrations between an Experience Cloud site and external systems — SSO identity providers, third-party widgets, external content sources, and…
Author the Salesforce Configuration Workbook — the structured, reviewable handoff document an admin uses to execute a feature across Objects/Fields, Page Layouts, Profiles/PSGs,…
Use when selecting or reviewing a Git branching strategy for a Salesforce project — choosing between trunk-based development, GitFlow, or environment branching, and mapping…
Architecture guidance for Salesforce Insurance Cloud on FSC: module licensing strategy, policy administration object model, claims processing workflow design, underwriting rule…
Red-team an Agentforce agent against prompt-injection and jailbreak attacks; codify test cases and guardrails.
Use when designing conversational AI architecture on Salesforce: Einstein Bot dialog design, Agentforce Agent topic planning, intent models, NLU training strategy, bot-to-agent…
Configure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and…
Sales-specific AI features in Sales Cloud: Einstein Opportunity Scoring setup and optimization, Einstein Activity Capture configuration, AI email generation, Pipeline Inspection…
Use when building, reviewing, or troubleshooting OmniStudio Calculation Procedures (also called Expression Sets) and Calculation Matrices (also called Decision Matrices).
Use when designing, reviewing, or troubleshooting Salesforce email templates, email alerts, and declarative notification design.
Use Integration Procedures queues, DataRaptor Chain, and Remote Actions with async patterns for long-running OmniStudio flows. NOT for simple DataRaptor reads.
Export large Salesforce datasets to a lakehouse via Bulk API 2.0, CDC streams, or Salesforce Data Pipelines. NOT for ad-hoc exports.
Use when designing, governing, or troubleshooting Slack Connect channel sharing between two independent organizations.
Use when designing or reviewing integrations between Sales Cloud and external systems such as ERP, marketing automation, CPQ, or partner portals.
Use when building custom LWC components for Experience Cloud (Experience Builder sites, LWR portals, Aura-based communities).
Use when deciding whether to use multiple Salesforce production orgs, designing a hub-and-spoke integration topology, reviewing an existing multi-org architecture for risk, or…
Use when choosing between Bulk API 2.0 and REST/SOAP API for large-volume data operations, sizing batch jobs, monitoring bulk job status, and handling failed records in bulk…
Use when importing or migrating prospect records into MCAE (Marketing Cloud Account Engagement / Pardot) via the CSV list import tool, including field mapping for default and…
Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau should be used for analytics, or when reviewing and troubleshooting basic CRM Analytics designs.
Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection…
Use when designing or managing Data Model Objects (DMOs) in Salesforce Data Cloud — covers DMO schema design, subject area governance, data relationships between DMOs, XMD…