Decision framework for choosing OmniStudio (OmniScript, FlexCards, Integration Procedures) vs standard Salesforce tooling (Screen Flow, LWC, Apex) for guided UI and data…
Use when choosing or reviewing Salesforce OAuth flows and connected-app policy for integrations, including client credentials, JWT bearer, authorization code, device flow, scopes,…
Use when migrating an existing Einstein Bot (legacy or Enhanced) to Agentforce: feature mapping, conversation design translation, cutover planning, hybrid bot/agent architecture,…
Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types.
Use when planning or executing metadata deployments for Financial Services Cloud (FSC) — including Person Account enablement sequencing, Account record-type ordering, Compliant…
Scheduled Paths in record-triggered Flow: delayed execution, time-offset from field, batch size tuning, monitoring Paused Flow Interviews, async limits.
Pre-production security checklist for Agentforce deployments: permission scope, data exposure, authentication, logging.
Use when configuring or troubleshooting Health Cloud Care Programs — including CareProgram hierarchy setup, patient enrollment (CareProgramEnrollee), consent prerequisites,…
Use when designing or reviewing OmniStudio DataRaptors, especially Extract versus Turbo Extract versus Transform versus Load, field mapping strategy, performance tradeoffs, and…
Use when monitoring, diagnosing, or managing Batch Apex, Scheduled Apex, Queueable, and Flow scheduled jobs: Setup > Apex Jobs, AsyncApexJob queries, concurrent limits, failure…
Use when building custom login pages, social SSO flows, self-registration flows, or passwordless OTP login for Experience Cloud (community) sites.
Diagnose and mitigate Salesforce data skew — ownership skew (single user owns >10,000 records) and parent-child skew (>10,000 children under one parent) — that cause sharing…
Use when calling external REST APIs from Salesforce Flow without writing Apex: registering API specs as External Services, using generated invocable actions in Flow Builder, using…
Migrating Classic Notes & Attachments to Salesforce Files (ContentDocument / ContentVersion / ContentDocumentLink): bulk extraction, owner and parent preservation, sharing…
Migrating standard Lightning Record Page layouts (Page Layouts on the Record Detail component) to Dynamic Forms — converting fields and sections to component-level placement,…
Choose the right batch size, parallel/serial mode, and load window for Data Loader, Bulk API V1/V2, and custom Database.executeBatch jobs against a given object volume and…
Programmatic record access management in Financial Services Cloud using Compliant Data Sharing (CDS): inserting AccountParticipant/OpportunityParticipant records, working with…
Migrating Visualforce pages and components to Lightning Web Components: controller-to-Apex-method translation, viewstate replacement, custom URL parameter handling,…
Use when designing or reviewing a Sales Cloud solution architecture covering process automation strategy, integration points, data model decisions, and scalability planning.
Use when writing Apex triggers on the Case object — specifically for invoking assignment rules programmatically, auto-associating entitlements in a trigger, handling merge trigger…
Tracking the real-time and historical status of Salesforce metadata deployments via Metadata API checkDeployStatus, REST deployRequest polling, and the Deployment Status Setup…
Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters.
Use the Data Table screen component for selecting rows from collections in Screen Flows, including single/multi-select and inline actions.
Configuring Salesforce case management: case queues, assignment rules, escalation rules, auto-response rules, Email-to-Case, Web-to-Case, case teams, entitlements, and milestones.
Use Connect REST API for Chatter, feeds, communities, and CMS content instead of querying underlying SObjects. NOT for custom business object CRUD.
Use when documenting, reviewing, or gathering requirements for Salesforce CPQ subscription lifecycle behavior: how amendments, renewals, upgrades, downgrades, and cancellations…
Lifecycle management for Prompt Builder templates: version, test, promote, roll back via CMDT-backed bindings. NOT for authoring initial templates or generic prompt engineering.
Complete reference for the Salesforce record save order of execution: all 18 steps from DB load through commit, covering trigger placement, validation rule sequencing, Flow…
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…
Configure mTLS for Apex callouts using Named Credentials with client certificate authentication. NOT for standard TLS or API key auth.
Use when creating, assigning, or checking custom permissions to control feature access beyond CRUD and FLS.
Use the Flow Rollback Records element to undo DML inside the current transaction. Covers when rollback is appropriate vs catastrophic, how to combine with fault paths,…
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 building or maintaining automated end-to-end regression tests for Salesforce UI (Lightning, LWC, Aura, Flows), selecting a testing framework (UTAM, Provar, Selenium),…
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 learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary…
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 writing, reviewing, or debugging test classes for Salesforce CPQ (Steelbrick) functionality — including quote creation, price rules, contracting, ordering, and CPQ API…
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 managing inventory data in Salesforce Omnichannel Inventory (OCI) — covers stock level APIs, warehouse location mapping, IMPEX bulk upload, inventory availability…
Use when building custom frontends (React, Vue, mobile, static sites) that consume Salesforce CMS content via the Connect REST API headless delivery endpoint.
Use when scoring a list of business or solution requirements against the *actual* capabilities of a specific Salesforce org so each row can be classified Standard / Configuration…
Use when building LWCs that need to manage focus explicitly — modal dialogs, wizard flows, dynamic inserts, list updates, error summaries, and focus after async work.
Use when configuring or troubleshooting a Salesforce B2C Commerce (SFCC) storefront — including Business Manager site creation, SFRA cartridge path setup, customer groups, search…
Use when writing Apex that validates, extracts, or transforms strings with Pattern/Matcher or String regex methods.
Use when analyzing Experience Cloud site analytics including login metrics, member engagement, page view tracking, and content performance.
Assessing metadata type coverage across Salesforce deployment channels (Metadata API, SFDX, unlocked packages, managed packages) and mapping component dependency graphs using…
Use when deciding whether Salesforce Connect and External Objects are the right fit for external data access, or when reviewing OData, cross-org, and custom adapter patterns,…
Use when migrating historical Case records — including CaseComments, EmailMessages, email attachments, and related files — from a legacy system into Salesforce Service Cloud.
Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole…
Tactical guidance for composing Permission Set Groups: layering permission sets, applying Mute Permission Sets to subtract narrow capabilities, sequencing the recalculation…
Use when deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile.
Use when building or reviewing Flow logic that processes lists of records using Loop, Assignment, Collection Filter, Collection Sort, or Transform elements.
Deployment automation architecture on Salesforce: pipeline orchestration, branch strategy, environment topology, quality gates, release trains.
Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting…
Use when comparing metadata between two Salesforce orgs (UAT vs Prod, dev sandbox vs full copy, fork sandbox vs source) to surface drift, identify items needing deployment, or…
Use when designing, reviewing, or troubleshooting Salesforce connected apps, Named Credentials, External Credentials, and OAuth-based integration access.
Customizing Salesforce Quote PDFs using Visualforce: custom VF-based quote templates, dynamic section rendering, multi-language layouts, logo placement via static resources, and…
Use when diagnosing or improving runtime performance in OmniStudio assets: slow OmniScripts, Integration Procedures with high latency, DataRaptor caching, excessive API call…
Use when setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep…