Design input validation inside Screen Flow screens using component-level <validationRule> (formula + errorMessage), isRequired, cross-field rules on the second field, reactive…
Configuring Salesforce Email-to-Case: Standard vs On-Demand mode selection, routing address setup, email threading via Lightning tokens, auto-response rules, attachment limits,…
Designing Lookup vs Master-Detail vs Hierarchical vs External relationships: cascade delete, roll-up summaries, ownership, sharing implications, polymorphic lookups, relationship…
Use when designing or reviewing a Salesforce Order Management (OMS) solution architecture: fulfillment workflow strategy, split-order routing design, Omnichannel Inventory (OCI)…
Use when testing or validating OmniStudio components — OmniScript preview, Integration Procedure step debugging, DataRaptor field-mapping validation, and end-to-end UTAM-based…
Async/await and Promise patterns in LWC: imperative Apex, loading states, error handling, concurrent wire + imperative, AbortController for in-flight cancellation, Promise.all for…
Plan, batch, and monitor Salesforce sharing recalculation jobs — including OWD changes, sharing rule add/remove, role hierarchy restructuring, and Apex managed share rebuild — to…
Design MFA enforcement: auto-enablement, Salesforce Authenticator rollout, exceptions, service accounts, API-only users, SSO interop, and audit.
Use when encountering or preventing MIXED_DML_OPERATION errors caused by DML on setup objects (User, UserRole, PermissionSet, Group, GroupMember) in the same transaction as…
Configure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows.
Use when enabling Data Cloud (Data 360) in an org, creating data spaces, assigning permission sets, registering ingestion API sources, or configuring activation targets.
Use when designing or auditing a Salesforce data architecture to support AI features — Einstein, Agentforce, Data Cloud, or custom ML models.
Use when designing or reviewing multi-currency behavior in Sales Cloud: advanced currency management (ACM), dated exchange rates, converted amount field behavior, roll-up summary…
Use when designing or implementing proactive monitoring of Salesforce org-level limits such as API call consumption, storage usage, custom object counts, or platform event…
Row-level security in CRM Analytics datasets via security predicates — SAQL filter expressions stored on the dataset that apply at query time per running user.
Use when setting up or auditing dedicated Salesforce integration users — including the Salesforce Integration user license, API-only profile, permission set layering, MFA waiver…
Set and enforce performance budgets for Lightning Web Components: bundle-size limits per component, LCP/INP field targets, wire-adapter count caps, and CI-gate configuration using…
Use when writing, auditing, or troubleshooting Salesforce Validation Rules. Triggers: 'validation rule', 'required field formula', 'rule fires unexpectedly', 'integration failing…
Use when building LWCs that must react to live server pushes — Platform Events, Change Data Capture, or streaming updates — via the lightning/empApi (CometD) subscription model.
Use when designing a unified multi-channel service strategy spanning phone (Service Cloud Voice), email (Email-to-Case), chat (Messaging for In-App/Web), social, and SMS with…
Use when designing or reviewing Salesforce Platform Cache usage in Apex, including org cache versus session cache, cache-aside patterns, invalidation, and safe key design.
Use when reading or writing Hierarchy Custom Settings from Apex to resolve per-user/per-profile/org configuration.
Diagnosing and resolving common Apex runtime exceptions: NullPointerException, QueryException, DmlException, ListException, LimitException, TypeException.
Use when designing, reviewing, or debugging Apex execution context, sharing keywords, CRUD/FLS enforcement, system-vs-user mode behavior, or secure write patterns.
Use when designing, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance.
Use when exporting, importing, or version-controlling OmniStudio components using DataPacks via the OmniStudio DataPacks tool or vlocity CLI.
Use when designing credential rotation for integration users, connected apps, named credentials, and OAuth client secrets in Salesforce.
Designing high availability and disaster recovery strategies for Salesforce: Trust site monitoring, backup strategies, cross-region considerations, business continuity planning,…
Use when choosing or explaining how Salesforce Data Cloud (Data 360) and CRM Analytics (Tableau CRM / Einstein Analytics) fit together versus overlap — unified data platform vs…
Use when managing OmniScript versions: activating new versions, deactivating prior versions, testing a specific version before activation, rolling back to a previous version, or…
System.runAs in Apex tests: user-context impersonation, mixed-DML workaround, profile/permission testing, sharing verification, FLS NOT enforced, runAs nesting limits.
Time-based execution in Salesforce Flow — Scheduled Paths in record-triggered flows (delays measured against a record date or trigger fire time), the Wait element in autolaunched…
Use when building or reviewing Lightning Web Component form UX, especially the choice between `lightning-record-edit-form` and custom inputs, client-side validation with…
Use when architecting or assessing a Salesforce Government Cloud org — covering FedRAMP High authorization, Hyperforce GovCloud on AWS GovCloud regions, GovCloud Plus feature set,…
Use when implementing Salesforce CPQ plugin interfaces in Apex or JavaScript (JS QCP) to customize quote calculation, product search, order creation, contracting, or configuration…
Use when embedding or exposing Salesforce Flows in Experience Cloud, especially for guest or external users, `lightning-flow` usage, site runtime differences, and data-access…
Flow Orchestration design patterns — multi-stage, multi-step flows where each step is itself an autolaunched flow or a screen flow assigned to a user / queue, with Work Items…
Use when writing or auditing the conversational copy layer of a Salesforce bot or Agentforce agent: utterance authoring strategy, fallback message copy, escalation-criteria…
Use when creating a new Experience Cloud site: selecting LWR vs Aura template, configuring branding and navigation, setting up a custom domain, and using Experience Builder.
Use when building or debugging a browser-based CTI softphone adapter using the Salesforce Open CTI JavaScript API — covers callcenter.xml definition, Lightning utility item…
Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes.
Auditing, right-sizing, and reclaiming Salesforce licenses to reduce cost and ensure compliant allocation.
Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose.
Diagnose why a user can or cannot see/edit a record: UserRecordAccess SOQL, Why Can a User Access This Record debug log, OWD, role hierarchy, sharing rules, manual/team/apex…
Use when merging Account, Contact, or Lead records in Salesforce and needing to understand what data is kept, what is deleted, and what side effects occur on related records.
Use when designing or implementing CI/CD pipelines for OmniStudio components — DataPack export/import, versioning, environment promotion, and automated deployment.
Use when configuring access controls, sharing, or site security for authenticated or guest Experience Cloud (community) users: external OWD, Sharing Sets, Share Groups, CSP,…
Use when designing or reviewing Agentforce actions, including Flow actions, Apex invocable actions, prompt-template actions, action naming, input and output contracts,…
Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau should be used for analytics, or when reviewing and troubleshooting basic CRM Analytics designs.
Consumer Goods Cloud setup: visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, and image recognition.
Use when preparing a Salesforce metadata deployment for production and need a structured gate-check before releasing.
Use when defining or reviewing baseline org hardening settings, especially Security Health Check gaps, clickjack and browser protections, CSP and CORS governance, password/session…
Use when designing or troubleshooting Salesforce Flow actions in Flow Builder: standard and core actions, the Apex action element for @InvocableMethod classes, how list-shaped…
Use when making long-running HTTP callouts from Visualforce or LWC that exceed the synchronous callout timeout limit, using the Apex Continuation class for async callout…
Use when working with Salesforce Ids in Apex — validating Id format, detecting the target sObject type from a string Id, or safely handling 15 vs 18-character Ids.
Use when setting up or tuning Experience Cloud community content moderation: keyword/criteria-based rules, member reputation system, and moderation queue management.
Use when migrating product catalog data into Salesforce B2B Commerce — covers category hierarchy, product attributes, images, pricing, and variant structure using the Commerce…
Use when designing, reviewing, or troubleshooting Salesforce email templates, email alerts, and declarative notification design.
Use when loading historical CPQ orders, contracts, subscriptions, and assets into Salesforce CPQ so that future renewals and amendments work correctly — covering the CPQ Legacy…
Use when executing admin-level cleanup in a Salesforce org: deleting unused fields, removing inactive Flow versions, deactivating legacy automation, running Salesforce Optimizer…