Use when diagnosing or preventing UNABLE_TO_LOCK_ROW errors, record lock contention in Apex or Bulk API loads, FOR UPDATE locking, parent-child lock escalation, and deadlock…
Multi-store Commerce architecture: shared catalog, localization, multi-currency, multi-language, and regional storefront design for B2B, D2C, and SFCC deployments.
Use when planning a new org build for scale, auditing an existing org for governor limit exposure, or investigating a limit-related incident.
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 designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters.
Guide practitioners through opening, classifying, and escalating support cases with Salesforce Technical Support via the Help portal, including choosing the correct severity…
Use when designing or selecting an integration pattern between Marketing Cloud and an external system or Salesforce CRM — including Triggered Sends, Journey injection via Event…
Use when designing, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance.
Use when sending Custom Notifications (bell icon / mobile push) from Apex via `Messaging.CustomNotification`.
Public Sector Solutions (PSS) setup: licensing, permits, inspections, benefits, case management for government, citizen portals, and grant management.
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 designing, reviewing, or troubleshooting Salesforce object relationships and field type choices — lookup vs master-detail, junction object modeling, indexing strategy,…
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 structuring Apex into service, selector, domain, factory, and dependency-injection layers for maintainability and testability.
Designing and configuring MuleSoft Anypoint Salesforce Connector flows: API selection (SOAP/REST/Bulk/Streaming), OAuth 2.0 JWT Bearer auth, watermark-based incremental sync with…
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…
Einstein Search personalization: configure search result ranking, promoted results, searchable objects, and Natural Language Search (NLS) for Lightning Experience.
Use when running, interpreting, or acting on Salesforce Security Health Check results — reading the score, understanding risk categories, evaluating specific settings, creating or…
Use when diagnosing or resolving slow CPQ quote calculation, QLEx timeouts, or governor limit errors on large quotes.
Use when choosing or reviewing Salesforce OAuth flows and connected-app policy for integrations, including client credentials, JWT bearer, authorization code, device flow, scopes,…
Education Data Architecture (EDA) data model deep dive: Contact-centric, Affiliations, Relationships, Account record types (Academic Program, Educational Institution, Sports…
Use when configuring, troubleshooting, or choosing between Remote Action types in OmniScript or FlexCard.
Use when designing, reviewing, or troubleshooting Salesforce Flows that must survive data loads, integrations, or high-volume record changes without hitting transaction limits.
Use when managing Connected Apps for integration purposes — configuring OAuth policies, IP restrictions, refresh token expiry, and monitoring connected app usage.
Designing Lookup vs Master-Detail vs Hierarchical vs External relationships: cascade delete, roll-up summaries, ownership, sharing implications, polymorphic lookups, relationship…
Custom Notification Types for desktop/mobile push alerts from Flow or Apex: type creation, target channels, Messaging.CustomNotification invocation, recipient limits, bulk…
Verifying Salesforce deployments succeeded end-to-end after metadata lands in the target org. Covers validation deploys (checkOnly), quick deploy from validated IDs, Apex test…
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 testing or validating OmniStudio components — OmniScript preview, Integration Procedure step debugging, DataRaptor field-mapping validation, and end-to-end UTAM-based…
Salesforce Shield as an architectural choice — Platform Encryption + Event Monitoring + Field Audit Trail as three SEPARATELY-LICENSED components, none of which ship in any…
Apex switch-on-SObjectType patterns — type dispatching across SObject collections, polymorphic handlers, the typed-variable binding that makes `when SObjectType varName` more than…
Architecture guidance for Salesforce Insurance Cloud on FSC: module licensing strategy, policy administration object model, claims processing workflow design, underwriting rule…
Design guidance for program outcome measurement in Salesforce nonprofit orgs: logic model structure, indicator taxonomy, impact reporting design, and grant compliance reporting…
Use when creating test data for scratch orgs, sandboxes, or CI pipelines: Apex @testSetup factories, sf data import tree plans, CumulusCI datasets, Snowfakery.
Use when writing Apex that validates, extracts, or transforms strings with Pattern/Matcher or String regex methods.
Build Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured…
Sales-specific AI features in Sales Cloud: Einstein Opportunity Scoring setup and optimization, Einstein Activity Capture configuration, AI email generation, Pipeline Inspection…
Use when standard Salesforce indexes are insufficient for query performance on high-volume objects: requesting custom indexes via Salesforce Support for standard fields, deploying…
Use when designing or building reusable Apex test data factories: @IsTest utility classes, SObject hierarchy construction, bulk data generation, portal user factories with…
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 establishing operational standards for a Salesforce Flow portfolio, including naming conventions, ownership, version discipline, retirement of stale flows, and release…
Recovering from and preventing Apex governor limit errors: proactive Limits class checkpoints, savepoint-based partial recovery, BatchApexErrorEvent scope recovery, CPU timeout…
Migrating LWCs from Lightning Locker Service to Lightning Web Security (LWS) — flipping the org switch safely, identifying components likely to break, removing Locker workarounds…
Use when designing, implementing, or reviewing Salesforce SOAP API integrations — covering enterprise vs partner WSDL selection, login() and session management, core operations…
Use when building Screen Flows that must meet accessibility standards (WCAG 2.1 AA, Salesforce accessibility guidelines).
Use when building Apex classes meant to be invoked dynamically — from Flow, external packages, managed-package extensions, or loose-coupling code that cannot directly reference…
Localize OmniScripts, FlexCards, and DataRaptors using Label-based translation, multi-language JSON, and locale-aware number/date formatting.
Lead data import quality and deduplication strategy: matching rule design for Leads, Data Import Wizard dedup behavior, Web-to-Lead data quality controls, cross-object…
Force or orchestrate sharing recalculation after bulk data loads, rule changes, or user/role reorgs so row access catches up with policy.
Use when sequencing a deployment that spans multiple Salesforce clouds — Sales Cloud, Service Cloud, and Experience Cloud — and encountering reference errors, cascading metadata…
When to use: active or suspected Salesforce org compromise, unauthorized access investigation, attacker containment, forensic evidence collection from EventLogFile/LoginHistory,…
Deployment architecture quirks per Salesforce cloud: Industries (OmniStudio), Marketing Cloud (MC packages), Commerce Cloud, Data Cloud, Agentforce.
Storing API keys, signing secrets, and third-party tokens that Apex must consume — Protected Custom Metadata in a managed package, Protected Custom Settings, Encrypted Custom…
REST API pagination for inbound and outbound integrations: Salesforce QueryMore, cursor-based, offset-based, Link header, page-size tuning, rate limit interaction.
Use when designing, reviewing, or debugging Salesforce Flows from an Admin perspective. Triggers: 'flow', 'automation', 'record-triggered flow', 'screen flow', 'scheduled flow',…
Use when designing or implementing CI/CD pipelines for OmniStudio components — DataPack export/import, versioning, environment promotion, and automated deployment.
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 building LWCs that must react to live server pushes — Platform Events, Change Data Capture, or streaming updates — via the lightning/empApi (CometD) subscription model.
Call external HTTP APIs directly from Flow using HTTP Callout actions (no Apex), handling auth, schema, and errors. NOT for complex Apex-based integration logic.
Use when invoking auto-launched Flows from Apex (Flow.Interview), from external systems via REST API, from Platform Events, or from other Flows (subflow element).