Use when designing or reviewing SCIM-based user lifecycle provisioning into Salesforce from Okta, Azure AD / Entra, or another IdP — create/update/deactivate,…
Architecture pattern for assembling a zero-trust posture in Salesforce — there is no single zero-trust toggle.
Storing API keys, signing secrets, and third-party tokens that Apex must consume — Protected Custom Metadata in a managed package, Protected Custom Settings, Encrypted Custom…
Use when building, reviewing, or debugging inbound Apex REST resources, request/response handling, status codes, versioned URL mappings, or JSON serialization in `@RestResource`…
Use when designing or troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating…
Apex Trigger.new / Trigger.old / Trigger.newMap / Trigger.oldMap / Trigger.isInsert etc.: when each is populated, null-safety, recursion depth, trigger event matrix.
Use when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site.
Use when planning, reviewing, or troubleshooting Salesforce metadata releases and admin deployment processes.
Use when practitioners need to understand system-managed fields (CreatedDate, LastModifiedDate, SystemModstamp, CreatedById, LastModifiedById, IsDeleted) — their update behavior,…
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 DataRaptor Transform operations are slow, hit governor limits, or use Apex where formula fields would suffice.
LightningModal base class (Winter '23+): extending LightningModal, open() static method, modal headers/bodies/footers, close() with result, size variants, accessibility.
Architecture guidance for Salesforce Insurance Cloud on FSC: module licensing strategy, policy administration object model, claims processing workflow design, underwriting rule…
Use when preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to…
Use when migrating historical order records into Salesforce Order Management — covers the required object creation sequence (Order > OrderDeliveryGroup > OrderItem >…
Salesforce ERD and architecture diagram generation: Mermaid/PlantUML data-model diagrams for Sales, Service, FSL, Commerce, Revenue Cloud; OAuth flow diagrams; integration…
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…
Use when standard Salesforce indexes are insufficient for query performance on high-volume objects: requesting custom indexes via Salesforce Support for standard fields, deploying…
Use when designing a Service Cloud solution end-to-end: channel strategy (phone, email, chat, messaging, social), routing model (queue-based vs skills-based Omni-Channel),…
Einstein Prediction Builder for creating custom binary classification predictions on Salesforce objects: field selection, training data requirements, model activation, score…
Use when designing, implementing, or troubleshooting Salesforce Composite API requests — covering the /composite/ resource with cross-subrequest referenceId wiring,…
Apex String class methods, Pattern/Matcher regex, text parsing, template rendering, and the null-safety landmines that bite every Apex programmer eventually.
Use when configuring, troubleshooting, or choosing between Remote Action types in OmniScript or FlexCard.
Diagnose Flow failures using the Debug Log, Flow Error emails, and the Debug panel; instrument flows so production issues are triageable. NOT for Apex debugging.
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 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 planning or executing a Health Cloud deployment to production or a full sandbox, including managed package installation sequencing, Permission Set License assignment,…
Use when designing, reviewing, or troubleshooting Salesforce Flow fault handling, error logging, and bulk-safe automation paths.
Use when deciding whether to implement Salesforce CPQ or stay with standard Products and Pricebooks for quoting and pricing.
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 authoring, reviewing, or maintaining Salesforce DevOps operational documents — runbooks, environment matrices, deployment guides, and post-deploy validation checklists.
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 designing or implementing volunteer management in Salesforce for nonprofits using NPSP or Nonprofit Cloud — covers V4S managed package objects vs.
Sandbox refresh cycles, sandbox templates, post-refresh automation via the SandboxPostCopy Apex interface, and data handling during refresh.
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).
LWC interop with non-LWC web components: consuming third-party standard custom elements in LWC, exposing LWC as custom elements externally, Shadow DOM vs native web components,…
Use when querying, mapping, or building against Salesforce CPQ managed-package objects (SBQQ__ namespace): Quote, QuoteLine, QuoteLineGroup, DiscountSchedule, PriceRule,…
Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing.
Author @InvocableMethod Apex classes that Flow can call as Actions. Design the input / output variable contract, bulk semantics (one list in, one list out), null handling, and…
Use when building custom LWC Quick Actions, Global Actions, deep links, or offline data extensions for the Salesforce Field Service (FSL) native mobile app.
Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter',…
Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding…
Generating PDF documents from Salesforce using Visualforce renderAs='pdf', PageReference.getContentAsPDF(), and ContentVersion storage.
Use when creating or managing picklist fields: choosing between Global Value Sets and object-local picklists, configuring controlling and dependent field relationships, managing…
Use when designing, implementing, reviewing, or debugging Queueable Apex jobs that chain, use the Finalizer interface, pass state across transactions, or need controlled async…
Use when designing, implementing, or reviewing Salesforce SOAP API integrations — covering enterprise vs partner WSDL selection, login() and session management, core operations…
Designing, orchestrating, and maintaining multi-package architectures in Salesforce DX: dependency DAG design, layered package decomposition, install ordering, cross-package API…
Use when choosing which Salesforce platform capability to use for a requirement — covering metadata storage (Custom Metadata vs Custom Settings vs Custom Objects), UI framework…
Use when writing, reviewing, or debugging Apex test classes, test data factories, async test behavior, negative-path assertions, or callout mocking.
Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management.
Implement drag-and-drop in LWC using HTML5 Drag and Drop API, keyboard alternatives, and accessible announcements. NOT for kanban migration from legacy Lightning.
Defining measurable non-functional requirements for Salesforce implementations: performance SLIs, scalability targets, availability SLAs, security and compliance requirements,…
Use when setting up, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria,…
Use when designing the architecture for AML/KYC compliance workflows on Salesforce — covering verification orchestration, third-party screening integration patterns, risk scoring…
Use when deciding between CRM Analytics (formerly Einstein Analytics / Tableau CRM) and Tableau Desktop, Tableau Server, or Tableau Cloud for a Salesforce-centric analytics…
Use when enabling, configuring, or troubleshooting Person Accounts in a Salesforce org — includes B2C data model design, IsPersonAccount flag handling, Account-Contact behavior…
Use when designing or reviewing Lightning Web Components for DOM safety, Lightning Web Security boundaries, third-party library handling, and secure server-side data access from…
Use when choosing or reviewing overlay patterns in Lightning Web Components, especially `LightningModal`, confirmation dialogs, toasts, focus handling, and overlay dismissal…
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 configuring or troubleshooting the B2B/B2C Commerce product catalog — ProductCatalog, ProductCategory, ProductCategoryProduct, WebStoreCatalog, CommerceEntitlementPolicy,…