Metadata API retrieve/deploy via sf CLI and package.xml: manifest authoring, destructiveChanges, deploy options (checkOnly, testLevel, rollbackOnError), CI scripting.
Adopt sfdx-hardis for org monitoring, CI pipelines, and release automation. NOT for writing plugins to sfdx-hardis itself.
Salesforce Shield as an architectural choice — Platform Encryption + Event Monitoring + Field Audit Trail as three SEPARATELY-LICENSED components, none of which ship in any…
Investigate Salesforce login activity using LoginHistory, IdentityVerificationHistory, and Login Forensics (Event Monitoring add-on): reconstruct per-user login timelines,…
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 reviewing how Lightning Web Components pass data and intent between parent, child, sibling, utility, or workspace contexts using `@api`, public methods,…
Use when writing Apex that calls Field Service Lightning scheduling APIs — AppointmentBookingService, ScheduleService, GradeSlotsService, or OAAS — to book, schedule, grade, or…
Use when documenting, reviewing, or gathering requirements for Salesforce CPQ subscription lifecycle behavior: how amendments, renewals, upgrades, downgrades, and cancellations…
Shield Event Monitoring: event log types, downloading logs via REST API and SOQL, real-time event monitoring with streaming API, and threat detection policies.
Einstein Prediction Builder for creating custom binary classification predictions on Salesforce objects: field selection, training data requirements, model activation, score…
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…
Flow Orchestration admin: stage configuration, step assignment, background steps, interactive steps, evaluation flows, work items, pause/resume.
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 calling AI models from Apex code — including the aiplatform.ModelsAPI External Services wrapper, Einstein Platform Services (Vision and Language), response parsing, token…
Configure the Industries Enhanced Timeline in Health Cloud to display clinical events, custom object records, and activity history on a patient or member record.
Use when encountering or preventing MIXED_DML_OPERATION errors caused by DML on setup objects (User, UserRole, PermissionSet, Group, GroupMember) in the same transaction as…
Use when choosing between Salesforce event-driven mechanisms — Platform Events, Change Data Capture (CDC), Streaming API (PushTopic), and Outbound Messages — to determine which…
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 DevOps Center for work item tracking, org-based release pipelines, and merging into existing SFDX workflows. NOT for first-time setup.
CPQ solution architecture covering bundle design, pricing engine performance, multi-currency strategy, and integration patterns.
Use when enabling Data Cloud (Data 360) in an org, creating data spaces, assigning permission sets, registering ingestion API sources, or configuring activation targets.
Use when designing malware and content scanning for files uploaded to Salesforce (Files, Attachments, ContentVersion) — external scanning service callouts, quarantine patterns,…
Apex enum patterns — enum-based dispatch instead of string switching, ordinal stability, enum values in Custom Metadata, package-global enums, and the limitations (no methods on…
When and how to split an Apex class into Domain / Service / Selector layers using this repo's lightweight base classes (BaseDomain, BaseService, BaseSelector).
Use when creating a new custom field on any Salesforce object: choosing field type, setting API name, configuring Field-Level Security, adding to page layouts, and deploying.
Migrating Classic Notes & Attachments to Salesforce Files (ContentDocument / ContentVersion / ContentDocumentLink): bulk extraction, owner and parent preservation, sharing…
Use when configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — including endpoint setup, field selection, retry behavior, and delivery…
Distinguish the six real reasons a Salesforce query can 'fail', and the protocol for diagnosing before declaring.
Configure and audit Salesforce network security controls — trusted IP ranges (org-wide Network Access), login IP ranges on profiles, CSP Trusted Sites for Lightning components,…
Use when enabling, configuring, or querying Salesforce field history tracking to audit changes to field values over time.
Use when configuring Salesforce Translation Workbench, translating custom labels, picklist values, field labels, page layout sections, or Experience Cloud language switcher.
Remove hardcoded Salesforce record IDs (Profile, RecordType, User, Queue, custom) from Apex and replace with describe-API, name-based SOQL, or Custom Metadata-driven lookups.
Provision and harden integration (API-only) users: no UI login, IP restrictions, minimum permission set, session lifetime, and monitoring. NOT for human admin account hardening.
Azure integration patterns for Salesforce — pick between the native Azure Service Bus Connector, Azure Functions / API Management as the callout target, Data 360 (Data Cloud)…
Design just-in-time elevation, break-glass accounts, and audit trails for Modify All Data / System Admin / Customize Application permissions. NOT for regular permission set design.
Use when planning, reviewing, or troubleshooting a Salesforce data migration — covering tool selection (Data Loader, Bulk API 2.0, MuleSoft, Informatica, Jitterbit), migration…
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 deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile.
Use when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site.
Sandbox refresh cycles, sandbox templates, post-refresh automation via the SandboxPostCopy Apex interface, and data handling during refresh.
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 an ISV partner is wiring license enforcement, trial provisioning, or feature-flag distribution into a managed package — covers License Management App (LMA) install and…
Use when designing or implementing volunteer management in Salesforce for nonprofits using NPSP or Nonprofit Cloud — covers V4S managed package objects vs.
Design FlexCard composition: parent/child state flow, layout modes, actions, event wiring, and data source selection.
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 defining or refining the tone, voice, and behavioral personality of an Agentforce agent: system instruction encoding, brand voice alignment, adaptive response formats,…
Programmatically driving Salesforce Approval Processes from Apex — `Approval.process(ProcessSubmitRequest)` to submit, `ProcessWorkitemRequest` to approve / reject / reassign,…
Architecture guidance for Salesforce FSC banking and Digital Lending: loan origination platform design, ResidentialLoanApplication data model, payment processing integration…
Use when building or reviewing Lightning Web Components — specifically lifecycle management, wire service, memory leak prevention, navigation, and Lightning Locker Service…
Use when designing, implementing, or troubleshooting Salesforce Composite API requests — covering the /composite/ resource with cross-subrequest referenceId wiring,…
Use when reviewing or authoring Flow logic that contains a Loop element — covers DML-in-loop / SOQL-in-loop refactors, the collect-then-DML idiom, nested loops, and loop-free…
Use when writing, reviewing, or migrating Lightning Web Component templates that branch between UI states with `lwc:if`, `lwc:elseif`, and `lwc:else`, including getter-backed…
Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters.
Use when deciding between Salesforce Knowledge, an external CMS (Contentful, WordPress, AEM), or a hybrid content strategy.
Use when Apex must sign, verify, encrypt, hash, encode, or decode payloads — including HMAC for webhook signatures, RSA/ECDSA signing for JWT bearer flows, AES for stored secrets,…
Tracking the real-time and historical status of Salesforce metadata deployments via Metadata API checkDeployStatus, REST deployRequest polling, and the Deployment Status Setup…
Use when diagnosing or improving runtime performance in OmniStudio assets: slow OmniScripts, Integration Procedures with high latency, DataRaptor caching, excessive API call…
Use when designing, reviewing, or debugging Batch Apex contracts, scope sizing, stateful behavior, chaining, and AsyncApexJob monitoring.
Use when testing or validating OmniStudio components — OmniScript preview, Integration Procedure step debugging, DataRaptor field-mapping validation, and end-to-end UTAM-based…
Use when designing or implementing CI/CD pipelines for OmniStudio components — DataPack export/import, versioning, environment promotion, and automated deployment.