Use when choosing between Custom Metadata Types and Custom Settings, understanding hierarchical vs list settings, deployment behavior, governor limit implications, or accessing…
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 async Apex (Queueable, Batch, Schedulable, @future) needs to honor the originating user's field-level security but the framework runs the job in a different security…
Reason about when a Flow is inside the caller's transaction vs starts its own. Pick Before-Save vs After-Save vs Async Path vs Pause + Resume when transaction boundaries matter.
Use when designing, reviewing, or troubleshooting Salesforce formula fields. Triggers: 'formula field', 'cross-object formula', 'null handling', 'compile size', 'HYPERLINK',…
Use when selecting or reviewing a Git branching strategy for a Salesforce project — choosing between trunk-based development, GitFlow, or environment branching, and mapping…
Design guidance for program outcome measurement in Salesforce nonprofit orgs: logic model structure, indicator taxonomy, impact reporting design, and grant compliance reporting…
Build LWCs that support translation, locale-aware formatting, and RTL layouts. NOT for Translation Workbench setup.
Use when designing or reviewing Agentforce topic structure, including topic boundaries, instruction quality, handoff rules, out-of-scope behavior, and topic-selector strategy.
Configure Private Connect between Salesforce and AWS/Azure for traffic to stay on private networks. NOT for standard internet callouts.
Territory2 API in Apex: programmatic territory member management (UserTerritory2Association, ObjectTerritory2Association), bulk assignment DML, and SOAP-based rule evaluation.
Use when designing or evaluating MuleSoft Anypoint Platform deployment topology, runtime model selection, API governance with API Manager, or Anypoint Exchange strategy.
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…
Managing destructiveChanges.xml manifests for safe metadata deletion in Salesforce deployments. Use when deleting metadata components via Metadata API or sf CLI.
Use when designing Salesforce Shield Event Monitoring retention, SIEM routing, and storage-tier strategy — which event types to keep, for how long, where, and how to answer audit…
Apex test patterns for @InvocableMethod agent actions: per-branch coverage, bulk safety, deterministic assertions. NOT for UI/LWC testing or agent conversational quality scoring.
Dependent picklists in Salesforce: controlling field (picklist or checkbox), dependent picklist, valueSettings matrix in metadata, API behavior via SOAP/REST, LWC…
Tableau ↔ Salesforce integration patterns: Tableau Salesforce connector, Tableau for Salesforce, CRM Analytics alternative, Data Cloud + Tableau, embedded Tableau dashboards.
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 implementing or troubleshooting Salesforce Outbound Messages — the workflow-triggered SOAP notification mechanism that pushes record field values to an external HTTPS…
Use when sending Custom Notifications (bell icon / mobile push) from Apex via `Messaging.CustomNotification`.
Use when designing or troubleshooting Apex callouts that approach governor limits: choosing between synchronous callouts, @future, Queueable, Continuation, or async chaining…
Configuring User Access Policies (UAP) to automatically assign or revoke permission sets and permission set groups based on user attributes.
Planning and executing metadata rollbacks and emergency hotfixes in Salesforce orgs. Use when a production deployment causes regression and needs to be reverted, or when an urgent…
Use when designing or managing Data Model Objects (DMOs) in Salesforce Data Cloud — covers DMO schema design, subject area governance, data relationships between DMOs, XMD…
Use when designing, governing, or troubleshooting Slack Connect channel sharing between two independent organizations.
Use when extending the NPSP Trigger-Driven Trigger Management (TDTM) framework with custom Apex handler classes — covering class authorship, DmlWrapper return patterns,…
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 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…
Custom Permissions in Apex: FeatureManagement.checkPermission, $Permission global variable, permission-set gating of feature code, Custom Permission metadata.
Migrating Classic Knowledge (KnowledgeArticleVersion / Article Types) to Lightning Knowledge (Knowledge__kav with record types): article-type-to-record-type mapping,…
Education Data Architecture (EDA) data model deep dive: Contact-centric, Affiliations, Relationships, Account record types (Academic Program, Educational Institution, Sports…
Use when designing retry-safe integrations with Salesforce — including external ID upsert strategies, idempotency key management for inbound calls, Platform Event replay safety,…
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…
Use when planning a new org build for scale, auditing an existing org for governor limit exposure, or investigating a limit-related incident.
RecordType ID differences across orgs: dynamic lookup via Schema.SObjectType methods, DeveloperName for stable refs, hard-coded ID anti-patterns, record-type caching, deployment…
Use when designing, reviewing, or debugging Batch Apex contracts, scope sizing, stateful behavior, chaining, and AsyncApexJob monitoring.
Use when designing or restructuring a Salesforce Knowledge taxonomy: Data Category Group structure, hierarchy depth, article type selection, article lifecycle governance…
Use when setting up or reviewing Lightning Web Component unit tests with Jest, including `@salesforce/sfdx-lwc-jest`, wire adapter mocks, imperative Apex mocks, async rerender…
Use when an LWC exposes `@api` properties, `@api` methods, or design attributes in `<targetConfig>` and you need a defensive, predictable public contract.
Author and run offline evals for Agentforce agents: fixture format, scoring rubrics, regression baselines, CI integration, prompt-change safety.
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, reviewing, or debugging OmniStudio Integration Procedures. Triggers: 'integration procedure', 'IP', 'HTTP action', 'DataRaptor', 'rollbackOnError',…
Use Integration Procedures queues, DataRaptor Chain, and Remote Actions with async patterns for long-running OmniStudio flows. NOT for simple DataRaptor reads.
Use when writing Apex that calls out to external endpoints via Named Credentials, working with custom header formula tokens ({!$Credential.OAuthToken}), querying per-user auth…
Governance patterns for orgs where Apex triggers and record-triggered Flows both run on the same object.
Heroku ↔ Salesforce integration paths — Heroku Connect (Postgres bidirectional sync), Heroku AppLink (expose Heroku APIs to Flow / Apex / Agentforce), Heroku External Objects…
Use when structuring Apex into service, selector, domain, factory, and dependency-injection layers for maintainability and testability.
Use when building, reviewing, or troubleshooting a custom Lightning Web Component that runs inside a Flow screen element, covering @api props exposed to Flow,…
Nonprofit Cloud vs NPSP decision and migration: choose NPSP (managed package) or Nonprofit Cloud (native), plan data migration, Account Model differences, Program Management,…
Use when gathering, designing, or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote (with line items) to Synced Quote to Approval…
Eliciting, documenting, and structuring a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and…
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…
Use when SOQL ORDER BY behavior with NULL values surprises a query — null records sorting before non-null, paginated results inconsistent across pages, NULLS FIRST/LAST clauses…
Reference guide for Salesforce Industries cloud data models: Insurance Cloud (InsurancePolicy hierarchy), Communications Cloud (Account record types, BillingAccount), Energy &…
Use when configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction…
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 —…
Multi-store Commerce architecture: shared catalog, localization, multi-currency, multi-language, and regional storefront design for B2B, D2C, and SFCC deployments.
Use when implementing Lightning Message Service (LMS) to enable cross-DOM communication between LWC, Aura, and Visualforce components on the same Lightning page, using message…
Store and inject Salesforce auth URLs, JWT keys, and API credentials into CI without leaking them. NOT for runtime secrets in Apex.