Use when bringing non-Salesforce data into CRM Analytics via the External Data API, Data Connectors, or Live Datasets.
Use when writing, reviewing, or debugging Apex exception handling, DmlException behavior, custom exception hierarchies, or user-safe error messages.
Use when writing, auditing, or troubleshooting Salesforce Validation Rules. Triggers: 'validation rule', 'required field formula', 'rule fires unexpectedly', 'integration failing…
Use when enrolling records in Sales Engagement cadences from Apex, logging call outcomes on cadence steps, customizing cadence step actions via Apex, or consuming cadence…
Use when an OmniScript must persist mid-flow state across refresh, navigation, multi-device resume, or abandonment recovery.
Design OmniStudio Calculation Procedures and Calculation Matrices for pricing, rating, and rules-heavy scoring.
Enforce step-up authentication for sensitive pages/objects using High Assurance session level and login flow policies. NOT for initial MFA enrollment UX.
Use when designing or reviewing a Sales Cloud solution architecture covering process automation strategy, integration points, data model decisions, and scalability planning.
CI/CD pipeline patterns for Experience Cloud sites — the layer between sfdx-project metadata deploys and a working production site.
Use when validating FinancialAccount record integrity in Financial Services Cloud, detecting duplicate financial records, or reconciling FSC data against core banking and…
Use when configuring Salesforce Maps (formerly MapAnything) — territory planning, route optimization, live tracking, geo-grid visualizations, and check-in/check-out workflows for…
Use when querying Einstein Activity Capture (EAC) activity metrics, accessing synced email and event data via Apex, reporting on captured activities, or understanding EAC's…
Design versioning for custom Apex REST endpoints: URI versioning, backward compatibility, deprecation sunset. NOT for consuming external APIs.
Decide and audit the security boundary a Flow runs at — System Context With Sharing, System Context Without Sharing, or User Context — plus the per-element runInMode override and…
Configuring Salesforce case management: case queues, assignment rules, escalation rules, auto-response rules, Email-to-Case, Web-to-Case, case teams, entitlements, and milestones.
Transaction Security policy creation and configuration: condition builder, enhanced policies, enforcement actions (block, MFA, notification, end session), real-time monitoring…
Use when an LWC needs to react to events that happen in another browser tab — record updates, login state, draft autosave, console-tab navigation.
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,…
Auditing, right-sizing, and reclaiming Salesforce licenses to reduce cost and ensure compliant allocation.
Use when practitioners need to understand system-managed fields (CreatedDate, LastModifiedDate, SystemModstamp, CreatedById, LastModifiedById, IsDeleted) — their update behavior,…
Use when designing a multi-system integration architecture using the three-layer API-led connectivity pattern (System, Process, Experience APIs), deciding how many layers to…
Localize OmniScripts, FlexCards, and DataRaptors using Label-based translation, multi-language JSON, and locale-aware number/date formatting.
Configuring Salesforce lead management and conversion: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes.
NPSP programmatic integration patterns: BDI gift processing API for bulk gift ingestion, ERD Schedules and Installments API for recurring donation data, and wealth screening…
Use when migrating historical order records into Salesforce Order Management — covers the required object creation sequence (Order > OrderDeliveryGroup > OrderItem >…
LightningModal base class (Winter '23+): extending LightningModal, open() static method, modal headers/bodies/footers, close() with result, size variants, accessibility.
Use when an LWC exposes `@api` properties, `@api` methods, or design attributes in `<targetConfig>` and you need a defensive, predictable public contract.
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…
Use when building, configuring, or troubleshooting email sends in Marketing Cloud Email Studio and Content Builder.
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 designing or reviewing multi-step Apex orchestration that spans multiple transactions, checkpoints state across async boundaries, or recovers from partial failure in a…
Use when implementing runtime feature toggles, emergency kill switches, or gradual rollout controls in Apex using Custom Metadata Types, Custom Permissions, or Hierarchical Custom…
Use when configuring Model Builder in Salesforce to register external LLMs or select standard models for Agentforce and Einstein features.
Migrating Classic email templates (Text, HTML with Letterhead, Custom HTML, Visualforce email) to Lightning Email Templates (LET) and the Email Template Builder.
Use when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity…
Use when diagnosing or preventing Apex CPU time and heap size problems, including nested-loop refactors, JSON memory pressure, string work, and `Limits.getCpuTime()` checkpoints.
Render only visible rows for long lists (1k+ rows) using intersection observer or lightning-datatable virtual scroll. NOT for simple lists under 100 rows.
Use when Flows must stay healthy at large data volumes: total SOQL rows returned per transaction, unbounded Get Records, collection sizing, scheduled or record-triggered scale,…
Design IP-based access controls: profile login IP ranges, org-wide trusted IPs, IP relaxation per profile, and the interaction with MFA and SSO.
Use Security.stripInaccessible to enforce CRUD/FLS on user-supplied records before DML, and to scrub query results before returning them to clients.
Use when testing, evaluating, or building regression suites for Agentforce agents: conversation testing in Agent Builder, topic coverage and utterance testing, Testing API and…
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…
Cross-cloud data deployment: designing the data handoff when an implementation spans Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, Commerce Cloud.
When and how to author Duplicate Rules and Matching Rules in B2C / Person Account orgs without breaking lead conversion, cross-object matching, or PII hygiene.
Row-level security in CRM Analytics datasets via security predicates — SAQL filter expressions stored on the dataset that apply at query time per running user.
Compute and budget governor-limit consumption per Flow type with worked math: SOQL, DML rows, CPU time, heap.
Author and run offline evals for Agentforce agents: fixture format, scoring rubrics, regression baselines, CI integration, prompt-change safety.
Use when an LWC navigates via NavigationMixin to records or pages that may no longer exist, lack the user's access, or be permanently moved.
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 sending Custom Notifications (bell icon / mobile push) from Apex via `Messaging.CustomNotification`.
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 FlexCard actions, conditional visibility, and state that must survive navigation, refresh, or parent/child card transitions.
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 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 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 reviewing OmniStudio DataRaptors, especially Extract versus Turbo Extract versus Transform versus Load, field mapping strategy, performance tradeoffs, and…
Use when designing or reviewing OmniScripts for guided experiences, step structure, branching, save/resume, and the boundary between OmniScript, Integration Procedures,…
2GP managed package development: creating managed packages with Dev Hub and Salesforce CLI, semantic versioning, patch versions, namespace linking, ISV AppExchange listing, and…
Use when designing or reviewing interactive Flow screen experiences, including navigation, validation, screen component choice, custom LWC screen components, and user-safe commit…
Use when designing or repairing lookup filters that constrain a child lookup using fields from the parent record (or a sibling record on the same object).