Use when migrating an org from the Vlocity managed package (vlocity_ins, vlocity_cmt, vlocity_ps) to native OmniStudio.
Reference guide for Salesforce Industries cloud data models: Insurance Cloud (InsurancePolicy hierarchy), Communications Cloud (Account record types, BillingAccount), Energy &…
Use when Apex code must create or update metadata programmatically at runtime — custom fields, objects, picklist values, labels, or other supported types — using the Metadata…
Use when planning or executing metadata deployments for Financial Services Cloud (FSC) — including Person Account enablement sequencing, Account record-type ordering, Compliant…
Flow resource types and when to use each: Variables, Collection Variables, Constants, Formulas, Text Templates, Choices, Stages, Picklist Choice Sets, Record Choice Sets.
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.
Export large Salesforce datasets to a lakehouse via Bulk API 2.0, CDC streams, or Salesforce Data Pipelines. NOT for ad-hoc exports.
Use this skill when designing or troubleshooting Slack Workflow Builder workflows that call Salesforce — especially the Salesforce connector step Run a Flow, mapping…
Use this skill when gathering, structuring, and documenting requirements for a Financial Services Cloud (FSC) wealth management implementation — including financial planning…
Use this skill when configuring or troubleshooting FSC Referral Management: setting up referral types via ReferralRecordTypeMapping custom metadata, routing referrals through Lead…