Use when implementing or reviewing user feedback patterns in Lightning Web Components — specifically toast messages, lightning-alert, lightning-confirm, lightning-prompt, and…
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 a report or dashboard is slow, timing out, hitting row limits, or consuming excessive system resources on large-volume objects — covers selective filter strategy, custom…
Use when building, reviewing, or debugging inbound Apex REST resources, request/response handling, status codes, versioned URL mappings, or JSON serialization in `@RestResource`…
Plan and operate Salesforce org-wide multi-factor authentication (MFA) enforcement: verification methods, phased rollout, SSO and API-only considerations, exemptions, and…
SObject.clone(preserveId, isDeepClone, preserveReadonly, preserveAutonumber): shallow vs deep clone semantics, related-record replication, clone with parent repointing, autonumber…
Use when a Salesforce metadata deployment fails and you need to diagnose and fix the error. Trigger keywords: 'deployment failed', 'component failure', 'dependent class is…
Use when diagnosing slow Experience Cloud site load times, planning CDN and caching strategy, optimizing page weight, or advising on component loading patterns for Aura and…
Use when configuring Slack-specific Agentforce capabilities AFTER the basic Slack deployment is complete: enabling Slack-native actions, managing public vs.
Use when designing or refactoring record types across objects with many profiles, business processes, or picklist variations.
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.
Salesforce ERD and architecture diagram generation: Mermaid/PlantUML data-model diagrams for Sales, Service, FSL, Commerce, Revenue Cloud; OAuth flow diagrams; integration…
Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management for cultivation and solicitation, upgrade path design,…
Use when designing how an Agentforce agent extracts structured input parameters (slots) from a user's natural-language utterance to invoke an action.
Migrate Process Builder processes to record-triggered Flows using the native Migrate to Flow tool or manual rebuild.
Multi-store Commerce architecture: shared catalog, localization, multi-currency, multi-language, and regional storefront design for B2B, D2C, and SFCC deployments.
Use when planning or executing metadata deployments for Financial Services Cloud (FSC) — including Person Account enablement sequencing, Account record-type ordering, Compliant…
Media Cloud setup for advertising sales management, audience segmentation, campaign management, revenue management, and cross-channel ad products.
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.
Design and implement Salesforce Login Flows (Screen Flows assigned to profiles or Experience Cloud sites) that run post-authentication to enforce conditional MFA, IP-based…
Use when migrating historical Opportunity records into Salesforce — covering stage history recreation, amount and close date mapping, product line item load sequencing (Product2 →…
Picklist governance for Salesforce admins — Restricted vs Unrestricted, Global Value Sets vs local picklists, value deactivation that breaks reports, dependent picklists with…
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…
Use when designing or reviewing permission-set-group architecture, especially profile minimization, group composition, muting strategy, and migration away from profile-heavy…
Use when designing Custom Notification Types that fire via Flow, Apex, or Process Builder to Lightning bell, desktop, mobile (push), and Slack.
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…
Guide practitioners through building Einstein Next Best Action strategies using Flow Builder, configuring Recommendation records, and surfacing recommendations via the Actions &…
Use when setting up CMS workspaces, creating or publishing content types for Experience Cloud sites, managing content scheduling, or configuring audience targeting on content…
Use when designing, reviewing, or troubleshooting Salesforce formula fields. Triggers: 'formula field', 'cross-object formula', 'null handling', 'compile size', 'HYPERLINK',…
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 creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or…
Use when designing or reviewing Salesforce record-triggered Flows, especially before-save vs after-save behavior, entry criteria, recursion avoidance, and when to escalate to…
Configure Einstein Activity Capture (EAC) for an org: enable the feature, create Configuration profiles, set auth type (User-Level or Org-Level OAuth), define email and calendar…
Use when designing Integration Procedures (IPs) with platform cache to cut latency and callout load. Covers cache key design, TTL selection, per-user vs org-wide partitions,…
Choosing the correct sharing keyword on an Apex class: with sharing vs without sharing vs inherited sharing, how the choice flows through called methods, and when WITH USER_MODE…
Use when designing, auditing, or troubleshooting Salesforce record access. Triggers: 'OWD', 'role hierarchy', 'sharing rule', 'manual sharing', 'why can't user see record', 'why…
Safe construction of dynamic SOQL — Database.query bind variables (:varName, API 60+ semantics), Database.queryWithBinds(query, Map<String,Object>, AccessLevel) (API 55+),…
Use when debugging or preventing recursive Apex trigger behavior, especially around self-DML, static guard flaws, Set<Id>-based deduplication, and legitimate re-entry scenarios.
Decision framework for choosing OmniStudio (OmniScript, FlexCards, Integration Procedures) vs standard Salesforce tooling (Screen Flow, LWC, Apex) for guided UI and data…
Observability for Agentforce: adoption, deflection, latency, cost, quality. NOT for agent evaluation/testing (see agentforce-eval-harness) or raw platform-event monitoring.
Use when designing, implementing, or reviewing Salesforce REST API integration — covering CRUD operations on sObjects, SOQL-based queries, paginated result sets, Composite…
Use when a Lightning Web Component needs to let a parent inject markup into predefined regions using `<slot>` — default and named slots, `slotchange` wiring, fallback content, and…
Use when conducting a dedicated security architecture review of a Salesforce org — assessing sharing model completeness, FLS/CRUD enforcement, Apex security patterns, exposed API…
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),…
Diagnose and fix runtime errors in Lightning Web Components including wire adapter failures, shadow DOM boundary violations, event propagation mistakes, async rendering timing…
Use when a Salesforce Flow throws a runtime error, sends an unhandled fault email, or produces unexpected results in production or sandbox.
Use when designing, reviewing, or troubleshooting Salesforce Flows that must survive data loads, integrations, or high-volume record changes without hitting transaction limits.
Email consent management in Marketing Cloud: configuring Subscription Centers, building Preference Centers on CloudPages, enforcing CAN-SPAM and GDPR requirements, and handling…
Use when the user has captured Salesforce debug logs and needs forensic analysis of runtime behavior — trigger cascades, flow interviews, LWC/Aura @AuraEnabled calls,…
Use when reading or writing Hierarchy Custom Settings from Apex to resolve per-user/per-profile/org configuration.
Configuring Salesforce In-App Guidance: floating, docked, and targeted prompts, multi-step walkthroughs, audience targeting, scheduling, and adoption analytics.
Use when work depends on how Salesforce OAuth access and refresh tokens are issued, refreshed, rotated, revoked, or introspected for a Connected App or API client—including…
Sharing records programmatically via Apex: Share objects, row cause, sharing recalculation, with/without sharing patterns.
Deployment automation architecture on Salesforce: pipeline orchestration, branch strategy, environment topology, quality gates, release trains.
Architectural patterns for org migration — org merge (consolidate two orgs into one), org split (separate one org into two), and coexistence (run both for a transition period with…
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…
Advanced Lightning App Builder usage: component visibility filters, custom page templates, Dynamic Forms, Dynamic Actions, page performance optimization, LWC targetConfig for…
Use when designing, implementing, or auditing a Change Advisory Board (CAB) process for Salesforce deployments — covering change classification (standard, normal, emergency),…
Use when managing Connected Apps for integration purposes — configuring OAuth policies, IP restrictions, refresh token expiry, and monitoring connected app usage.
Managing OAuth policies, IP relaxation, session security, PKCE, and credential rotation for Salesforce Connected Apps.