Use when designing or reviewing Salesforce Platform Cache usage in Apex, including org cache versus session cache, cache-aside patterns, invalidation, and safe key design.
Use when comparing metadata between two Salesforce orgs (UAT vs Prod, dev sandbox vs full copy, fork sandbox vs source) to surface drift, identify items needing deployment, or…
Programmatic record access management in Financial Services Cloud using Compliant Data Sharing (CDS): inserting AccountParticipant/OpportunityParticipant records, working with…
Use when designing or reviewing `lightning-datatable` usage in Lightning Web Components, including column configuration, stable `key-field` values, inline editing, row actions,…
Use when planning how to archive aging Salesforce records to reduce storage costs, maintain query performance, and meet retention policies.
Use when designing or evaluating Salesforce CPQ subscription lifecycle architecture: amendment flow, renewal automation, co-termination design, or billing integration at the…
Use when designing, reviewing, or troubleshooting Salesforce Flow fault handling, error logging, and bulk-safe automation paths.
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 designing or troubleshooting Slack Workflow Builder workflows that call Salesforce — especially the Salesforce connector step Run a Flow, mapping…
Use this skill when configuring or troubleshooting FSC Referral Management: setting up referral types via ReferralRecordTypeMapping custom metadata, routing referrals through Lead…