LightningModal base class (Winter '23+): extending LightningModal, open() static method, modal headers/bodies/footers, close() with result, size variants, accessibility.
Use when choosing between Custom Metadata Types and Custom Settings, understanding hierarchical vs list settings, deployment behavior, governor limit implications, or accessing…
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 OmniStudio at the org level: enabling Standard Runtime, selecting the Runtime Namespace, assigning Permission Set Licenses, toggling feature settings, and…
Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management for cultivation and solicitation, upgrade path design,…
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 configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole…
Use when designing the SLA tier definition table, escalation matrix document, and milestone threshold configuration for a Salesforce Service Cloud implementation.
Database.Savepoint / Database.rollback for partial-transaction undo: placement rules, ID reset, limit counters, nested savepoints, rollback after callout.
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…
Architecture decision framework for choosing between OmniStudio and the standard Salesforce platform (Screen Flow, LWC, Apex) for guided UI and data orchestration use cases.
Design guidance for program outcome measurement in Salesforce nonprofit orgs: logic model structure, indicator taxonomy, impact reporting design, and grant compliance reporting…
Use when planning or executing a migration from change-set-based deployments to Salesforce DX source-driven development.
Upload files in LWC: lightning-file-upload, manual multipart, large-file chunked upload, and ContentDocument associations. NOT for ContentDocument query patterns.
Consumer Goods Cloud setup: visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, and image recognition.
Use when generating customer- or stakeholder-facing release notes from git history, Jira/ADO ticket links, and Salesforce metadata diffs at deploy time.
Use when configuring reCAPTCHA on Web-to-Case, Web-to-Lead, Experience Cloud forms, or Headless Identity flows, or when designing bot-mitigation strategies for Salesforce…
Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management.
Use when analyzing B2C Commerce storefront metrics (conversion funnel, cart abandonment, product performance, revenue trends) via the Business Manager Reports and Dashboards app,…
Use when a Flow needs to do work that must survive the triggering transaction — post-commit notifications, callouts, audit rows, or compensating actions.
Use when planning a new org build for scale, auditing an existing org for governor limit exposure, or investigating a limit-related incident.
Use when building or debugging DataRaptor Extract or DataRaptor Load operations in OmniStudio: designing multi-object extracts, configuring load upserts, handling iferror…
Use when invoking auto-launched Flows from Apex (Flow.Interview), from external systems via REST API, from Platform Events, or from other Flows (subflow element).
Use when designing Custom Notification Types that fire via Flow, Apex, or Process Builder to Lightning bell, desktop, mobile (push), and Slack.
Configure Shield Platform Encryption with customer-supplied (BYOK) or customer-held (Cache-Only Key Service) tenant secrets, rotate them, and recover.
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 implementing or reviewing Lightning Web Component navigation with `NavigationMixin`, PageReference objects, URL state, and `CurrentPageReference` across Lightning…
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 standard Salesforce Quotes, building or customizing quote templates for PDF generation, emailing quotes to customers, syncing quotes to opportunity products,…
Design MFA enforcement: auto-enablement, Salesforce Authenticator rollout, exceptions, service accounts, API-only users, SSO interop, and audit.
Use when configuring or troubleshooting Health Cloud Care Programs — including CareProgram hierarchy setup, patient enrollment (CareProgramEnrollee), consent prerequisites,…
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 or reviewing a Financial Services Cloud (FSC) solution architecture covering data model selection, Compliant Data Sharing design, integration strategy, and…
Cross-object DML in Flow: updating parent from child or child from parent via Get/Update Records, lookup traversal in formulas, and bulkification.
Custom Permissions in Apex: FeatureManagement.checkPermission, $Permission global variable, permission-set gating of feature code, Custom Permission metadata.
Use when extracting reusable Flow logic into subflows, defining input and output variables, keeping parent flows maintainable, and sharing common automation contracts across…
Observability for Agentforce: adoption, deflection, latency, cost, quality. NOT for agent evaluation/testing (see agentforce-eval-harness) or raw platform-event monitoring.
Build Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured…
Use when designing or evaluating Salesforce CPQ subscription lifecycle architecture: amendment flow, renewal automation, co-termination design, or billing integration at the…
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 or reviewing Apex actions exposed to Flow or similar orchestration layers via `@InvocableMethod`, especially around wrapper DTOs, bulk-safe list contracts, and…
Configure and troubleshoot Salesforce Case Escalation Rules: setting up time-based escalation entries, business hours configuration, escalation actions (email alerts and…
NPSP programmatic integration patterns: BDI gift processing API for bulk gift ingestion, ERD Schedules and Installments API for recurring donation data, and wealth screening…
Use when choosing between Headless, LWR (Lightning Web Runtime), or Aura as the Experience Cloud frontend architecture: performance tradeoffs, developer cost, migration readiness,…
Build LWCs that support translation, locale-aware formatting, and RTL layouts. NOT for Translation Workbench setup.
Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose.
Guidance on non-obvious runtime behaviors of Salesforce standard objects — polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger…
Dependent picklists in Salesforce: controlling field (picklist or checkbox), dependent picklist, valueSettings matrix in metadata, API behavior via SOAP/REST, LWC…
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 Salesforce Flow actions in Flow Builder: standard and core actions, the Apex action element for @InvocableMethod classes, how list-shaped…
Territory2 API in Apex: programmatic territory member management (UserTerritory2Association, ObjectTerritory2Association), bulk assignment DML, and SOAP-based rule evaluation.
refreshApex, getRecordNotifyChange, and RefreshView API for LWC data refresh: when wired data is stale, forcing re-fetch after imperative DML, cross-component refresh, 2024…
Use when work depends on how Salesforce OAuth access and refresh tokens are issued, refreshed, rotated, revoked, or introspected for a Connected App or API client—including…
Use when building custom login pages, social SSO flows, self-registration flows, or passwordless OTP login for Experience Cloud (community) sites.
When and how to author Duplicate Rules and Matching Rules in B2C / Person Account orgs without breaking lead conversion, cross-object matching, or PII hygiene.
Use when designing or reviewing Agentforce actions, including Flow actions, Apex invocable actions, prompt-template actions, action naming, input and output contracts,…
Use when designing or reviewing Agentforce topic structure, including topic boundaries, instruction quality, handoff rules, out-of-scope behavior, and topic-selector strategy.
Use when exporting, importing, or version-controlling OmniStudio components using DataPacks via the OmniStudio DataPacks tool or vlocity CLI.
Accept inbound webhooks (Stripe, GitHub, Slack, partner) and verify HMAC signatures in Apex REST. NOT for outbound webhooks.
Use when designing, reviewing, or troubleshooting Salesforce email templates, email alerts, and declarative notification design.