Design Agentforce conversations that span multiple turns without losing context: session variable scoping, conversation memory, clarifying-question patterns, topic-to-topic…
Call Apex methods imperatively from LWC — on button click, lifecycle hooks, or conditional logic. Covers import syntax, cacheable vs non-cacheable, async/await patterns, error…
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…
Eliciting, documenting, and structuring a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and…
Use when designing the full environment topology for a Salesforce program — selecting which org types to provision, how many, and how they map to your branching strategy and…
Use when adopting or working with the fflib (Apex Enterprise Patterns) open-source library — UnitOfWork, SObjectDomain, SObjectSelector, and Service layer classes — in a…
Use when a Lightning record page, home page, or app page is slow to load or render — covers Experienced Page Time (EPT) analysis, component count reduction, progressive disclosure…
Use when setting up, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria,…
Use when configuring Model Builder in Salesforce to register external LLMs or select standard models for Agentforce and Einstein features.
Use when designing fault behavior across Integration Procedures, DataRaptors, OmniScripts, and FlexCards — error routing, user-facing messaging, retry semantics, and idempotency.
Build picklists and choice sets in Flow Builder sourced from records, picklist fields, or collections, including dependent choices. NOT for static hard-coded choice sets.
Configuring User Access Policies (UAP) to automatically assign or revoke permission sets and permission set groups based on user attributes.
Use when designing or reviewing a Financial Services Cloud (FSC) solution architecture covering data model selection, Compliant Data Sharing design, integration strategy, and…
Use when planning how to archive aging Salesforce records to reduce storage costs, maintain query performance, and meet retention policies.
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 choosing between Headless, LWR (Lightning Web Runtime), or Aura as the Experience Cloud frontend architecture: performance tradeoffs, developer cost, migration readiness,…
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 planning or executing a Health Cloud deployment to production or a full sandbox, including managed package installation sequencing, Permission Set License assignment,…
Set up monitoring + alerting for Flow runtime errors at org scale: routing fault emails, Flow runtime error reports, custom centralized logging (Integration_Log__c), escalation…
Apex String class methods, Pattern/Matcher regex, text parsing, template rendering, and the null-safety landmines that bite every Apex programmer eventually.
Use when diagnosing SOQL performance problems caused by formula fields, hitting formula compile-size limits, or deciding whether to replace a formula field with a stored field for…
Defining measurable non-functional requirements for Salesforce implementations: performance SLIs, scalability targets, availability SLAs, security and compliance requirements,…
Use when designing, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object…
Canonical naming conventions for Flow elements (Get_/Update_/Decision_/Loop_/Assignment_), resource variables (var/coll/map/formula/choice/constant/stage/screen), Decision branch…
Observability for Agentforce: adoption, deflection, latency, cost, quality. NOT for agent evaluation/testing (see agentforce-eval-harness) or raw platform-event monitoring.
Governance patterns for orgs where Apex triggers and record-triggered Flows both run on the same object.
Use when conducting a dedicated security architecture review of a Salesforce org — assessing sharing model completeness, FLS/CRUD enforcement, Apex security patterns, exposed API…
Custom Labels for i18n, configuration strings, and UI text: translation workbench, Apex System.Label, LWC @salesforce/label imports, 1,000-char limit.
Use when designing or auditing a Salesforce data architecture to support AI features — Einstein, Agentforce, Data Cloud, or custom ML models.
Use when designing FlexCard actions, conditional visibility, and state that must survive navigation, refresh, or parent/child card transitions.
Use when selecting, designing, or reviewing Queueable, Batch, Future, or Schedulable Apex for callouts, large data processing, retries, or background work.
Use when designing Custom Notification Types that fire via Flow, Apex, or Process Builder to Lightning bell, desktop, mobile (push), and Slack.
Use when designing malware and content scanning for files uploaded to Salesforce (Files, Attachments, ContentVersion) — external scanning service callouts, quarantine patterns,…
Managing OAuth policies, IP relaxation, session security, PKCE, and credential rotation for Salesforce Connected Apps.
Guidance on non-obvious runtime behaviors of Salesforce standard objects — polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger…
Flow resource types and when to use each: Variables, Collection Variables, Constants, Formulas, Text Templates, Choices, Stages, Picklist Choice Sets, Record Choice Sets.
Use when configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — including endpoint setup, field selection, retry behavior, and delivery…
Migrating Aura components to LWC: feature mapping, interoperability wrappers, event translation, navigation patterns, and Aura-LWC coexistence strategies.
Use when designing, reviewing, or troubleshooting Salesforce email templates, email alerts, and declarative notification design.
Use when uploading, validating, or deploying a change set between Salesforce orgs through Setup UI. Trigger keywords: 'change set upload', 'validate change set', 'deploy inbound…
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 configuring or operating Copado Essentials deployment pipelines — including user story creation, branch management, promotion paths, conflict resolution, and choosing…
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…
Use when generating customer- or stakeholder-facing release notes from git history, Jira/ADO ticket links, and Salesforce metadata diffs at deploy time.
Use when setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep…
Lifecycle management for Prompt Builder templates: version, test, promote, roll back via CMDT-backed bindings. NOT for authoring initial templates or generic prompt engineering.
Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management.
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 designing or reviewing interactive Flow screen experiences, including navigation, validation, screen component choice, custom LWC screen components, and user-safe commit…
Structured Salesforce code review for Apex, triggers, async, and tests before merge or deployment — governor limits, bulk-safe triggers, CRUD/FLS and sharing posture, meaningful…
Use when implementing Salesforce CPQ plugin interfaces in Apex or JavaScript (JS QCP) to customize quote calculation, product search, order creation, contracting, or configuration…
Distinguish the six real reasons a Salesforce query can 'fail', and the protocol for diagnosing before declaring.
Use when setting up or reviewing Lightning Web Component unit tests with Jest, including `@salesforce/sfdx-lwc-jest`, wire adapter mocks, imperative Apex mocks, async rerender…
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…
Use when managing inventory data in Salesforce Omnichannel Inventory (OCI) — covers stock level APIs, warehouse location mapping, IMPEX bulk upload, inventory availability…
Use when implementing an inbound webhook receiver in Salesforce: routing via Apex REST and Salesforce Sites, authenticating webhook payloads via HMAC, ensuring idempotent…
Use when planning, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates.
Use when designing or reviewing a Sales Cloud solution architecture covering process automation strategy, integration points, data model decisions, and scalability planning.
Use when designing, building, or troubleshooting OmniStudio Business Rules Engine (BRE) artifacts: Decision Tables, Decision Matrices (rule matrices), and Expression Sets used for…
Use when a Salesforce Flow throws a runtime error, sends an unhandled fault email, or produces unexpected results in production or sandbox.