Service-specific AI features in Service Cloud: Case Classification setup and optimization, Article Recommendations configuration, Reply Recommendations, Work Summary (After-Visit…
Use when designing, reviewing, or debugging Apex code that relies on List, Set, or Map collections in triggers, batch classes, or service layers — especially for bulkification,…
Use when working with Salesforce Ids in Apex — validating Id format, detecting the target sObject type from a string Id, or safely handling 15 vs 18-character Ids.
Use when designing or reporting on Salesforce Service Cloud service metrics — covers the Case, Entitlement, and CaseMilestone object model, MTTR derivation via…
Use when designing, querying, or troubleshooting the Financial Services Cloud data model — including managed-package (FinServ__ namespace) and Core FSC (standard objects, no…
Use when designing Integration Procedures (IPs) with platform cache to cut latency and callout load. Covers cache key design, TTL selection, per-user vs org-wide partitions,…
Version Prompt Templates and agent topic prompts: source-control shape, change review, model-version pinning, A/B, and rollback.
Use when designing wrapper or inner classes in Apex to combine SObjects with computed fields, shape data for LWC consumption, or sort collections with Comparable or Comparator.
Use when scheduling automated deletion of temporary records, enforcing data retention policies, running nightly cleanup jobs, reclaiming org storage, managing recycle bin, or…
Use when designing the architecture for AML/KYC compliance workflows on Salesforce — covering verification orchestration, third-party screening integration patterns, risk scoring…
Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection…
Use when learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary…
Use when designing, auditing, or simplifying Record Types and Page Layouts. Triggers: 'record type', 'page layout', 'different picklist values', 'different fields per team',…
Use when building custom frontends (React, Vue, mobile, static sites) that consume Salesforce CMS content via the Connect REST API headless delivery endpoint.
Use when designing or reviewing Flow Orchestration for long-running, multi-user, or asynchronous business processes with stages, steps, work items, and monitoring needs.
Use when implementing or troubleshooting the Salesforce Data Cloud Ingestion API — covers streaming ingestion (near-real-time micro-batches), bulk ingestion (CSV-based…
Use when designing, building, or reviewing OmniStudio FlexCards — including data source selection, card states, actions, conditional visibility, flyout configuration, and child…
Use when deciding whether to use multiple Salesforce production orgs, designing a hub-and-spoke integration topology, reviewing an existing multi-org architecture for risk, or…
Use when planning, sequencing, or executing the final cutover to production for a Salesforce implementation or major release.
Use when conducting a formal Salesforce Well-Architected Framework (WAF) review of an org or solution design.
Implement environment-safe feature flags using Custom Metadata Types for Apex, LWC, and Flow. NOT for user-level entitlements or permission sets.
Use when an LWC needs to read related records across multiple sObjects in one request, paginate a related list with cursors, or replace several overlapping `@wire(getRecord)`…
Use when configuring, auditing, or troubleshooting API rate limits, Connected App OAuth scope restriction, Connected App IP restrictions, API session policies, or API usage…
Build LWCs that support translation, locale-aware formatting, and RTL layouts. NOT for Translation Workbench setup.
Migrating standard Lightning Record Page layouts (Page Layouts on the Record Detail component) to Dynamic Forms — converting fields and sections to component-level placement,…
Use when a Lightning Web Component needs to escape shadow DOM isolation so Experience Cloud / LWR sites can be SEO-indexed, a third-party library can walk the DOM, global styling…
Use when building or maintaining automated end-to-end regression tests for Salesforce UI (Lightning, LWC, Aura, Flows), selecting a testing framework (UTAM, Provar, Selenium),…
Use when setting up real-time data streaming from Salesforce to external systems using the Streaming API (PushTopic, Generic Streaming), CometD client configuration, replay, and…
Use when setting up CMS workspaces, creating or publishing content types for Experience Cloud sites, managing content scheduling, or configuring audience targeting on content…
Use when building or reviewing an LWC Custom Property Editor for Flow screen or action configuration, including the `configurationEditor` metadata hook, builder-side APIs,…
Use when designing or reviewing Lightning Web Components for slow initial load, heavy rerenders, large-list rendering, payload reduction, and lazy instantiation choices such as…
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…
Designing and debugging Visualforce pages: standard/custom controllers, view state management, CSRF and SOQL injection security, PDF rendering, Visualforce email templates.
Use when debugging or preventing recursive Apex trigger behavior, especially around self-DML, static guard flaws, Set<Id>-based deduplication, and legitimate re-entry scenarios.
Customizing Salesforce Quote PDFs using Visualforce: custom VF-based quote templates, dynamic section rendering, multi-language layouts, logo placement via static resources, and…
Use when reading or writing Hierarchy Custom Settings from Apex to resolve per-user/per-profile/org configuration.
Time-based execution in Salesforce Flow — Scheduled Paths in record-triggered flows (delays measured against a record date or trigger fire time), the Wait element in autolaunched…
Use when deciding between CRM Analytics (formerly Einstein Analytics / Tableau CRM) and Tableau Desktop, Tableau Server, or Tableau Cloud for a Salesforce-centric analytics…
Publishing Platform Events: EventBus.publish, PublishBehavior (PublishImmediately vs PublishAfterCommit), high-volume events, event allocation, publish failures, Change Data…
Use when serializing Apex objects to JSON strings or deserializing JSON responses into Apex types — especially for callout payloads, integration parsing, and controlling null…
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…
Use when creating, configuring, auditing, or troubleshooting an Agentforce agent end-to-end: agent definition, agent user setup, channel assignment, system instructions,…
Implement GDPR/CCPA data subject rights (access, deletion, rectification) using Salesforce Privacy Center and/or custom workflow.
Use when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site.
Use when building, reviewing, or troubleshooting OmniStudio Calculation Procedures (also called Expression Sets) and Calculation Matrices (also called Decision Matrices).
Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects.
Use when architecting or assessing a Salesforce Government Cloud org — covering FedRAMP High authorization, Hyperforce GovCloud on AWS GovCloud regions, GovCloud Plus feature set,…
Use when bringing non-Salesforce data into CRM Analytics via the External Data API, Data Connectors, or Live Datasets.
Configure mTLS for Apex callouts using Named Credentials with client certificate authentication. NOT for standard TLS or API key auth.
Design IP-based access controls: profile login IP ranges, org-wide trusted IPs, IP relaxation per profile, and the interaction with MFA and SSO.
Use when re-assigning record OwnerId across many records — territory realignment, employee departure, region split, integration cleanup.
Configuring Salesforce Email-to-Case: Standard vs On-Demand mode selection, routing address setup, email threading via Lightning tokens, auto-response rules, attachment limits,…
Choosing the correct sharing keyword on an Apex class: with sharing vs without sharing vs inherited sharing, how the choice flows through called methods, and when WITH USER_MODE…
Use when hardening the Experience Cloud guest user profile, controlling unauthenticated access to records and Apex, or investigating data exposure through guest SOQL.
Use when designing, implementing, or auditing a Change Advisory Board (CAB) process for Salesforce deployments — covering change classification (standard, normal, emergency),…
Multi-tenant isolation patterns on Salesforce: custom metadata per-tenant, permission-based feature gating, data partitioning, namespace isolation, ISV managed-package patterns.
Designing high availability and disaster recovery strategies for Salesforce: Trust site monitoring, backup strategies, cross-region considerations, business continuity planning,…
Use when a Salesforce metadata deployment fails and you need to diagnose and fix the error. Trigger keywords: 'deployment failed', 'component failure', 'dependent class is…
Use when building custom Apex-based actions for Agentforce agents: designing @InvocableMethod classes for Atlas Reasoning Engine invocation, defining input/output schema, handling…
Use when designing or reviewing `lightning-datatable` usage in Lightning Web Components, including column configuration, stable `key-field` values, inline editing, row actions,…