Use when configuring Salesforce Translation Workbench, translating custom labels, picklist values, field labels, page layout sections, or Experience Cloud language switcher.
Use when diagnosing or preventing Apex CPU time and heap size problems, including nested-loop refactors, JSON memory pressure, string work, and `Limits.getCpuTime()` checkpoints.
Use when designing a strategy for multiple Experience Cloud sites within one Salesforce org, selecting a domain and URL pattern, planning shared LWC component libraries, designing…
Use when building, debugging, or architecting a custom activity, custom split activity, or custom entry source for Marketing Cloud Journey Builder.
Use when building or reviewing Lightning Web Component form UX, especially the choice between `lightning-record-edit-form` and custom inputs, client-side validation with…
Use when designing or reviewing org-wide large data volume (LDV) concerns: query optimizer behavior and selectivity, custom indexes and skinny tables, sharing and ownership skew,…
Use when migrating product catalog data into Salesforce B2B Commerce — covers category hierarchy, product attributes, images, pricing, and variant structure using the Commerce…
Usage-based pricing in Revenue Cloud: metered billing, usage records, rating, tiering, consumption schedules. NOT for CPQ flat-rate discounts (use revenue-cloud-cpq-setup).
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 choosing or implementing Apex test doubles with `Test.setMock`, `HttpCalloutMock`, `StaticResourceCalloutMock`, or `StubProvider`, and when designing code seams to…
Isolate component errors so one failure does not blank an entire page using errorCallback and graceful fallbacks. NOT for server-side Apex exception design.
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 building Screen Flows that must meet accessibility standards (WCAG 2.1 AA, Salesforce accessibility guidelines).
Use when designing, implementing, or troubleshooting Salesforce Composite API requests — covering the /composite/ resource with cross-subrequest referenceId wiring,…
Use when designing or reviewing OmniScripts for guided experiences, step structure, branching, save/resume, and the boundary between OmniScript, Integration Procedures,…
Use when forwarding Salesforce Platform Events or Change Data Capture to AWS EventBridge via Event Relay.
Use when auditing a Salesforce org for technical debt: dead code, unused automations, overlapping Flow and Apex triggers, deprecated features, configuration complexity, and legacy…
Use when implementing specific ARIA attributes, keyboard navigation patterns, screen reader live regions, WCAG 2.1 compliance, focus management, or accessible data tables in…
Use when designing or reviewing Lightning Web Components that use `@wire`, Lightning Data Service, UI API, or the GraphQL wire adapter, especially for reactive parameters, cache…
Migrating Classic Notes & Attachments to Salesforce Files (ContentDocument / ContentVersion / ContentDocumentLink): bulk extraction, owner and parent preservation, sharing…
Apex switch-on-SObjectType patterns — type dispatching across SObject collections, polymorphic handlers, the typed-variable binding that makes `when SObjectType varName` more than…
Use when designing or troubleshooting Apex callouts that approach governor limits: choosing between synchronous callouts, @future, Queueable, Continuation, or async chaining…
Use when invoking Autolaunched Flows from Apex via `Flow.Interview.createInterview`. Covers parameter typing, output retrieval, governor boundaries, and when to inline logic…
Use when creating a new Experience Cloud site: selecting LWR vs Aura template, configuring branding and navigation, setting up a custom domain, and using Experience Builder.
Use when designing credential rotation for integration users, connected apps, named credentials, and OAuth client secrets in Salesforce.
Use when gathering and documenting requirements for a Lightning Service Console deployment: agent workspace layout, page template selection, utility bar composition, macro…
Reason about how record-triggered flows interleave with the Salesforce Save Order (validation, before-save flows, before triggers, duplicate rules, after-save flows, workflow,…
When and how to design CustomEvent traffic out of an LWC — bubbles / composed / cancelable flag choices, detail payload shape, naming rules, and propagation control.
Use when extending the NPSP Trigger-Driven Trigger Management (TDTM) framework with custom Apex handler classes — covering class authorship, DmlWrapper return patterns,…
Use when a Salesforce Flow throws a runtime error, sends an unhandled fault email, or produces unexpected results in production or sandbox.
Use when building, reviewing, or debugging outbound Apex HTTP callouts, Named Credentials, request/response handling, timeout behavior, or mock-based tests.
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 building custom LWC components for Experience Cloud (Experience Builder sites, LWR portals, Aura-based communities).
System.runAs in Apex tests: user-context impersonation, mixed-DML workaround, profile/permission testing, sharing verification, FLS NOT enforced, runAs nesting limits.
Use when querying, mapping, or building against Salesforce CPQ managed-package objects (SBQQ__ namespace): Quote, QuoteLine, QuoteLineGroup, DiscountSchedule, PriceRule,…
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 or reporting on Salesforce Service Cloud service metrics — covers the Case, Entitlement, and CaseMilestone object model, MTTR derivation via…
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…
Diagnose and prevent UNABLE_TO_LOCK_ROW + parent-record contention in record-triggered, scheduled, and screen flows by mapping the implicit lock chain and applying decouple…
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 a record-triggered Flow re-fires on the same record because its own DML (or a downstream Flow's DML) re-satisfies the entry criteria — causing CPU-limit failures,…
Use when designing or reviewing list views, compact layouts, highlights panels, and search-result presentation so users can scan, find, and act on records quickly across desktop…
Use when designing, reviewing, or troubleshooting Salesforce object relationships and field type choices — lookup vs master-detail, junction object modeling, indexing strategy,…
Use when configuring org-wide platform settings: MFA enforcement, My Domain setup and deployment, session timeout and security settings, password policies, trusted IP ranges…
Use when selecting or reviewing a Git branching strategy for a Salesforce project — choosing between trunk-based development, GitFlow, or environment branching, and mapping…
Use when designing malware and content scanning for files uploaded to Salesforce (Files, Attachments, ContentVersion) — external scanning service callouts, quarantine patterns,…
Use when deploying Flow metadata across environments and worrying about activation order: which flow version becomes active, how paused interviews survive deploys, and how to…
Use when diagnosing and resolving SFDX source-tracking conflicts between a local project and a Salesforce org — covering sf project pull/push/retrieve/deploy conflict errors,…
Migrating Visualforce pages and components to Lightning Web Components: controller-to-Apex-method translation, viewstate replacement, custom URL parameter handling,…
Use when selecting, designing, or reviewing Queueable, Batch, Future, or Schedulable Apex for callouts, large data processing, retries, or background work.
Use when diagnosing or preventing UNABLE_TO_LOCK_ROW errors, record lock contention in Apex or Bulk API loads, FOR UPDATE locking, parent-child lock escalation, and deadlock…
Configure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and…
Use when writing, reviewing, or troubleshooting Apex queries that may expose SOQL injection or CRUD/FLS issues.
Fault-path design and error notification for Salesforce Flow — what the default unhandled-fault email contains, when to add a Fault path explicitly, how `$Flow.FaultMessage`…
Use when designing or reviewing OmniStudio DataRaptors, especially Extract versus Turbo Extract versus Transform versus Load, field mapping strategy, performance tradeoffs, and…
Use when loading historical CPQ orders, contracts, subscriptions, and assets into Salesforce CPQ so that future renewals and amendments work correctly — covering the CPQ Legacy…
Use when defining or reviewing test strategy for Salesforce Flow, including Flow Tests, debug runs, path coverage, test data, and explicit validation of fault paths and custom…
Use when building or reviewing Lightning Web Components — specifically lifecycle management, wire service, memory leak prevention, navigation, and Lightning Locker Service…
Use Integration Procedures queues, DataRaptor Chain, and Remote Actions with async patterns for long-running OmniStudio flows. NOT for simple DataRaptor reads.
Use when building, reviewing, or debugging inbound Apex REST resources, request/response handling, status codes, versioned URL mappings, or JSON serialization in `@RestResource`…