Use the Data Table screen component for selecting rows from collections in Screen Flows, including single/multi-select and inline actions.
Salesforce ERD and architecture diagram generation: Mermaid/PlantUML data-model diagrams for Sales, Service, FSL, Commerce, Revenue Cloud; OAuth flow diagrams; integration…
Education Cloud (EDA — Education Data Architecture) setup: student success hub, advisor workflows, enrollment management, academic data model.
Use when configuring reCAPTCHA on Web-to-Case, Web-to-Lead, Experience Cloud forms, or Headless Identity flows, or when designing bot-mitigation strategies for Salesforce…
System architecture for Salesforce AI governance: MLOps pipeline design, AI Audit Trail architecture, Einstein Trust Layer security design, Policy-as-Code engine, and regulatory…
When and how to design CustomEvent traffic out of an LWC — bubbles / composed / cancelable flag choices, detail payload shape, naming rules, and propagation control.
Design MFA enforcement: auto-enablement, Salesforce Authenticator rollout, exceptions, service accounts, API-only users, SSO interop, and audit.
Use when Agentforce run costs are climbing, you need to forecast scale, or you want to reduce tokens per conversation without hurting quality.
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 creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing.
Use when implementing or troubleshooting Salesforce Outbound Messages — the workflow-triggered SOAP notification mechanism that pushes record field values to an external HTTPS…
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…
Designing, orchestrating, and maintaining multi-package architectures in Salesforce DX: dependency DAG design, layered package decomposition, install ordering, cross-package API…
Use when configuring or troubleshooting Health Cloud Care Programs — including CareProgram hierarchy setup, patient enrollment (CareProgramEnrollee), consent prerequisites,…
When and how to split an Apex class into Domain / Service / Selector layers using this repo's lightweight base classes (BaseDomain, BaseService, BaseSelector).
Use when deploying Salesforce CPQ configuration between environments in a CI/CD pipeline — covers the required data record dependency order (Price Books > Products > Price Rules >…
Use when Salesforce must POST a webhook to a third-party endpoint after a record change — with signed payloads, retries, dead-lettering, rate limits, and idempotency.
Use when theming Lightning base components or custom LWCs with SLDS Styling Hooks — CSS custom properties such as `--slds-c-button-color-background`,…
Apex Trigger.new / Trigger.old / Trigger.newMap / Trigger.oldMap / Trigger.isInsert etc.: when each is populated, null-safety, recursion depth, trigger event matrix.
Shield Event Monitoring: event log types, downloading logs via REST API and SOQL, real-time event monitoring with streaming API, and threat detection policies.
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 creating a new Salesforce custom object: naming the object and setting its API name, selecting optional features (Activities, Chatter, History Tracking), choosing an…
Use when choosing or implementing SOSL for cross-object or full-text search, especially around SOSL vs SOQL, search groups, result shaping, and injection-safe dynamic search.
Use when gathering or evaluating requirements for a Salesforce Commerce Cloud digital storefront — including branding strategy, content management approach, personalization,…
Sandbox refresh cycles, sandbox templates, post-refresh automation via the SandboxPostCopy Apex interface, and data handling during refresh.
Transaction Security policy creation and configuration: condition builder, enhanced policies, enforcement actions (block, MFA, notification, end session), real-time monitoring…
HttpCalloutMock for Apex tests: HttpCalloutMock interface, StaticResourceCalloutMock, MultiStaticResourceCalloutMock, Test.setMock, multi-call mocks for pagination, error-path…
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 enabling Data Cloud (Data 360) in an org, creating data spaces, assigning permission sets, registering ingestion API sources, or configuring activation targets.
Use when configuring or troubleshooting the B2B/B2C Commerce product catalog — ProductCatalog, ProductCategory, ProductCategoryProduct, WebStoreCatalog, CommerceEntitlementPolicy,…
Use when a practitioner needs to classify the risk level of an upcoming Salesforce deployment, define rollback trigger conditions, or assign decision authority before the release…
Use when an OmniScript must persist mid-flow state across refresh, navigation, multi-device resume, or abandonment recovery.
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…
Configure Content Security Policy via Trusted URLs and CSP Trusted Sites so Lightning, LWR, and LWC can call third-party scripts, APIs, and frame sources.
Use when creating a new Experience Cloud site: selecting LWR vs Aura template, configuring branding and navigation, setting up a custom domain, and using Experience Builder.
Use when building or reviewing Lightning Web Component form UX, especially the choice between `lightning-record-edit-form` and custom inputs, client-side validation with…
Architecture-layer guidance for securing Salesforce integrations: mTLS mutual authentication, OAuth 2.0 flow selection, API gateway placement, IP allowlisting strategy on…
Use when designing or implementing a custom logging framework in Apex: log sObject schema, log level gating, retention policies, batch purge jobs, and forwarding logs to external…
Use DevOps Center for work item tracking, org-based release pipelines, and merging into existing SFDX workflows. NOT for first-time setup.
Configure and audit Salesforce network security controls — trusted IP ranges (org-wide Network Access), login IP ranges on profiles, CSP Trusted Sites for Lightning components,…
Use when designing or auditing Salesforce access control — deciding between Profiles, Permission Sets, and Permission Set Groups.
Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories to the inspection view, configuring Days in Stage and other metrics,…
Use when designing a unified multi-channel service strategy spanning phone (Service Cloud Voice), email (Email-to-Case), chat (Messaging for In-App/Web), social, and SMS with…
Configure SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure.
Use when a SOQL query is running slowly, causing timeouts, or returning UNABLE_TO_LOCK_ROW errors in large data volume orgs.
Use when diagnosing Apex behavior with debug logs, choosing log levels, or replacing `System.debug` habits with structured production logging and async job monitoring.
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 designing or repairing lookup filters that constrain a child lookup using fields from the parent record (or a sibling record on the same object).
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…
Mapping CSV columns to Salesforce field API names for Data Loader, dataloader.io, Workbench, and custom Bulk API V2 loads.
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…
Cross-cloud data deployment: designing the data handoff when an implementation spans Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, Commerce Cloud.
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 troubleshooting Salesforce Flow actions in Flow Builder: standard and core actions, the Apex action element for @InvocableMethod classes, how list-shaped…
Use when implementing or reviewing Lightning Web Component navigation with `NavigationMixin`, PageReference objects, URL state, and `CurrentPageReference` across Lightning…
Use when designing or reviewing Lightning Web Components that use `@wire`, Lightning Data Service, UI API, or the GraphQL wire adapter, especially for reactive parameters, cache…
Use when designing or reviewing Lightning Web Components for keyboard access, semantic labeling, focus management, screen-reader behavior, and WCAG-aligned UX in Salesforce.
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 —…
Reason about how record-triggered flows interleave with the Salesforce Save Order (validation, before-save flows, before triggers, duplicate rules, after-save flows, workflow,…
Safe construction of dynamic SOQL — Database.query bind variables (:varName, API 60+ semantics), Database.queryWithBinds(query, Map<String,Object>, AccessLevel) (API 55+),…