Use when serializing Apex objects to JSON strings or deserializing JSON responses into Apex types — especially for callout payloads, integration parsing, and controlling null…
Use when designing or configuring public pages on an Experience Cloud site — guest user profile setup, page-level access settings in Experience Builder, object/field visibility…
Use when designing or evaluating a Salesforce conversational AI deployment that involves Agentforce agents, Einstein Bots, or a combination of both.
Use when reading or writing Hierarchy Custom Settings from Apex to resolve per-user/per-profile/org configuration.
Execute Anonymous Apex: Developer Console, VS Code SFDX, `sf apex run`, variable scope, transaction semantics, governor limits, debugging output, common errors.
Use when setting up, managing, or troubleshooting a Salesforce DevOps Center pipeline — including pipeline stages, work items, bundles, promotions, conflict resolution, and GitHub…
Use when planning, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates.
Use the Data Table screen component for selecting rows from collections in Screen Flows, including single/multi-select and inline actions.
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…
Use when configuring Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog configuration, TM Forum-aligned…
Use when setting up debug logs and trace flags, reading Apex log output and log levels, running queries in the Developer Console, executing anonymous Apex, or using the Apex…
Use when writing Apex that calls out to external endpoints via Named Credentials, working with custom header formula tokens ({!$Credential.OAuthToken}), querying per-user auth…
Use when publishing or subscribing to Salesforce Platform Events from Apex, comparing Platform Events with Change Data Capture, or designing event-triggered error handling and…
Canonical naming conventions for Flow elements (Get_/Update_/Decision_/Loop_/Assignment_), resource variables (var/coll/map/formula/choice/constant/stage/screen), Decision branch…
Use when building, reviewing, or troubleshooting OmniStudio Calculation Procedures (also called Expression Sets) and Calculation Matrices (also called Decision Matrices).
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 —…
Use when a BA or admin needs to document the Salesforce data model: creating field inventories, object relationship maps, ER diagrams, or analyzing field usage across objects.
Use when enabling, configuring, or querying Salesforce field history tracking to audit changes to field values over time.
Shield Event Monitoring: event log types, downloading logs via REST API and SOQL, real-time event monitoring with streaming API, and threat detection policies.
Implement drag-and-drop in LWC using HTML5 Drag and Drop API, keyboard alternatives, and accessible announcements. NOT for kanban migration from legacy Lightning.
Use when designing or evaluating MuleSoft Anypoint Platform deployment topology, runtime model selection, API governance with API Manager, or Anypoint Exchange strategy.
Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding…
@future methods: primitive-only parameters, callout=true, no chaining, 50 per transaction, error handling.
Use when sending emails, in-app bell notifications, SMS, or Slack messages from Salesforce Flow. Trigger keywords: 'send email action', 'custom notification', 'bell icon', 'Send…
Email consent management in Marketing Cloud: configuring Subscription Centers, building Preference Centers on CloudPages, enforcing CAN-SPAM and GDPR requirements, and handling…
Use when designing, auditing, or troubleshooting Salesforce record access. Triggers: 'OWD', 'role hierarchy', 'sharing rule', 'manual sharing', 'why can't user see record', 'why…
Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters.
Step-by-step guidance for configuring Data Cloud data streams: connecting source connectors, mapping Data Lake Objects (DLOs) to Data Model Objects (DMOs), enabling identity…
Use when choosing between Salesforce event-driven mechanisms — Platform Events, Change Data Capture (CDC), Streaming API (PushTopic), and Outbound Messages — to determine which…
Use when modifying the schema of a Platform Event that already has live publishers and subscribers — adding fields, deprecating fields, or splitting events.
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 selecting or comparing middleware / iPaaS tools (MuleSoft, Dell Boomi, Workato, Informatica) for Salesforce connectivity, or when determining whether a scenario requires…
Configuring Salesforce Email-to-Case: Standard vs On-Demand mode selection, routing address setup, email threading via Lightning tokens, auto-response rules, attachment limits,…
Use when re-assigning record OwnerId across many records — territory realignment, employee departure, region split, integration cleanup.
Use when choosing between OmniStudio (OmniScript / Integration Procedure / FlexCard / DataRaptor) and Flow / Screen Flow / Apex for a given capability.
Use when writing, reviewing, or debugging Apex exception handling, DmlException behavior, custom exception hierarchies, or user-safe error messages.
Use when designing how an Agentforce agent transfers the conversation to a human agent (Omni-Channel), to another bot/agent, or to an alternate workflow — including context…
Use when designing, building, or reviewing OmniStudio FlexCards — including data source selection, card states, actions, conditional visibility, flyout configuration, and child…
Salesforce storage management: monitoring data storage vs file storage usage, diagnosing storage alerts, optimizing large text fields, choosing between Attachment and…
Use when configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction…
Guide practitioners through building Einstein Next Best Action strategies using Flow Builder, configuring Recommendation records, and surfacing recommendations via the Actions &…
Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes.
lightning-record-picker base component (Winter '24 GA): object/record filter, displayInfo/matchingInfo, graph-ql filters, accessibility. Replaces ad-hoc lookup inputs.
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…
Pre-production security checklist for Agentforce deployments: permission scope, data exposure, authentication, logging.
Use when gathering, designing, or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote (with line items) to Synced Quote to Approval…
Use when setting up, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria,…
Use when designing or hardening external-to-Salesforce integrations that orchestrate Bulk API 2.0 ingest or query jobs: OAuth-backed job lifecycle, mandatory UploadComplete,…
Use when diagnosing where Apex transactions spend CPU, heap, SOQL, or DML time using the Salesforce diagnostic toolchain: Apex Log Analyzer flame graphs in VS Code, Developer…
Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types.
Use DevOps Center for work item tracking, org-based release pipelines, and merging into existing SFDX workflows. NOT for first-time setup.
Use when designing or reviewing how Lightning Web Components pass data and intent between parent, child, sibling, utility, or workspace contexts using `@api`, public methods,…
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 establishing operational standards for a Salesforce Flow portfolio, including naming conventions, ownership, version discipline, retirement of stale flows, and release…
CI/CD pipeline patterns for Experience Cloud sites — the layer between sfdx-project metadata deploys and a working production site.
Author and run offline evals for Agentforce agents: fixture format, scoring rubrics, regression baselines, CI integration, prompt-change safety.
Strategies and tooling for large-scale data deduplication in Salesforce: tuning matching rules for high-volume orgs, batch merge jobs, third-party dedup tools (DemandTools,…
Use when a team needs to choose a DevOps tooling platform for Salesforce — comparing options like Gearset, Copado, Flosum, AutoRABIT, Blue Canvas, and Salesforce DevOps Center…
Use when designing or implementing volunteer management in Salesforce for nonprofits using NPSP or Nonprofit Cloud — covers V4S managed package objects vs.
Use when migrating historical order records into Salesforce Order Management — covers the required object creation sequence (Order > OrderDeliveryGroup > OrderItem >…