Use when building or reviewing Lightning Web Components — specifically lifecycle management, wire service, memory leak prevention, navigation, and Lightning Locker Service…
Use when deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile.
Design versioning for custom Apex REST endpoints: URI versioning, backward compatibility, deprecation sunset. NOT for consuming external APIs.
Tune Flow runtime performance: pick Before-Save over After-Save, consolidate Get Records, eliminate loop-DML, cache lookups, split with Scheduled Paths, and measure actual…
Structure a single repo with multiple unlocked packages, shared templates, and cross-package test strategies. NOT for multi-repo org strategies.
Classify Salesforce fields by data sensitivity and compliance category using the four built-in classification attributes (SecurityClassification, ComplianceGroup, BusinessOwnerId,…
Use when deciding between Salesforce Knowledge, an external CMS (Contentful, WordPress, AEM), or a hybrid content strategy.
Use when designing or evaluating Salesforce CPQ subscription lifecycle architecture: amendment flow, renewal automation, co-termination design, or billing integration at the…
Use when practitioners need to understand system-managed fields (CreatedDate, LastModifiedDate, SystemModstamp, CreatedById, LastModifiedById, IsDeleted) — their update behavior,…
Apex test patterns for @InvocableMethod agent actions: per-branch coverage, bulk safety, deterministic assertions. NOT for UI/LWC testing or agent conversational quality scoring.
Apex Platform Event subscriber runtime semantics — checkpoint-and-resume via `EventBus.TriggerContext.setResumeCheckpoint`, `EventBus.RetryableException` semantics, the…
Use when designing a reusable integration layer in Salesforce that serves multiple external APIs through a shared callout infrastructure.
Generating PDF documents from Salesforce using Visualforce renderAs='pdf', PageReference.getContentAsPDF(), and ContentVersion storage.
Monitor and govern Salesforce API consumption: per-user limits, org allocation, lightning-rest limits, and backoff. NOT for designing new endpoints.
Use when Apex must create, persist, stream, or serve binary files — including uploading from LWC/REST, generating ContentVersion records, chunking large bodies, relating files to…
Use when migrating donation or gift history into Salesforce NPSP using the NPSP Data Importer (BDI) — covers DataImport__c staging, payment mapping, soft credit creation via…
Use when gathering and documenting requirements for a Lightning Service Console deployment: agent workspace layout, page template selection, utility bar composition, macro…
Managing destructiveChanges.xml manifests for safe metadata deletion in Salesforce deployments. Use when deleting metadata components via Metadata API or sf CLI.
Design Agentforce testing: topic coverage, action unit tests, deterministic golden sets, adversarial prompts, and regression harness.
Strategy layer for resilient Apex HTTP callouts: bounded retry with backoff, queueable async retry chains, circuit-breaker via Platform Cache, idempotency keys, dead-letter…
When and how to pre-validate a CSV against Salesforce picklist rules and record-type assignments BEFORE running a Data Loader / Bulk API insert or upsert — restricted picklists,…
Nonprofit Cloud vs NPSP decision and migration: choose NPSP (managed package) or Nonprofit Cloud (native), plan data migration, Account Model differences, Program Management,…
Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective.
Configure and manage Field Service Lightning work orders: work types, work order line items, service appointments, status flow, and auto-creation via maintenance plans.
Use when designing or reviewing multi-currency behavior in Sales Cloud: advanced currency management (ACM), dated exchange rates, converted amount field behavior, roll-up summary…
Use when grounding an Agentforce agent with Data Cloud retrievers, DMO selection, chunking, and freshness windows.
Set and enforce performance budgets for Lightning Web Components: bundle-size limits per component, LCP/INP field targets, wire-adapter count caps, and CI-gate configuration using…
Auditing, right-sizing, and reclaiming Salesforce licenses to reduce cost and ensure compliant allocation.
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…
Composable commerce on Salesforce: headless API layer, micro-frontends, BFF pattern, CDN strategy, third-party composability over B2C/B2B Commerce.
Complete reference for the Salesforce record save order of execution: all 18 steps from DB load through commit, covering trigger placement, validation rule sequencing, Flow…
Use when executing admin-level cleanup in a Salesforce org: deleting unused fields, removing inactive Flow versions, deactivating legacy automation, running Salesforce Optimizer…
Use when writing or reviewing Apex, SOQL, or Flow logic that involves Date or Datetime fields: scheduling jobs, comparing dates across timezones, displaying Datetime values to…
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.
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 a Service Cloud solution end-to-end: channel strategy (phone, email, chat, messaging, social), routing model (queue-based vs skills-based Omni-Channel),…
Architecture decision framework for choosing between OmniStudio and the standard Salesforce platform (Screen Flow, LWC, Apex) for guided UI and data orchestration use cases.
Use when designing or evaluating a Data Cloud implementation architecture — covering data lake strategy (DSO/DLO/DMO layers), identity resolution rule design, activation target…
Use when building or debugging DataRaptor Extract or DataRaptor Load operations in OmniStudio: designing multi-object extracts, configuring load upserts, handling iferror…
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 setting up, managing, or troubleshooting a Salesforce DevOps Center pipeline — including pipeline stages, work items, bundles, promotions, conflict resolution, and GitHub…
Use when writing, reviewing, or troubleshooting Apex that risks hitting Salesforce governor limits. Triggers: 'too many SOQL queries', 'too many DML statements', 'CPU time limit',…
Use when choosing or reviewing overlay patterns in Lightning Web Components, especially `LightningModal`, confirmation dialogs, toasts, focus handling, and overlay dismissal…
Use when designing deployable Salesforce configuration with Custom Metadata Types, especially when choosing between CMTs, Custom Settings, and Custom Objects, protecting packaged…
Diagnose and fix runtime errors in Lightning Web Components including wire adapter failures, shadow DOM boundary violations, event propagation mistakes, async rendering timing…
Use when building, debugging, or architecting a custom activity, custom split activity, or custom entry source for Marketing Cloud Journey Builder.
Configuring Salesforce In-App Guidance: floating, docked, and targeted prompts, multi-step walkthroughs, audience targeting, scheduling, and adoption analytics.
Use when designing or evaluating MuleSoft Anypoint Platform deployment topology, runtime model selection, API governance with API Manager, or Anypoint Exchange strategy.
Build reactive Flow screens where one component updates another without navigation using reactive formulas and component outputs. NOT for Aura-based screens.
Execute Anonymous Apex: Developer Console, VS Code SFDX, `sf apex run`, variable scope, transaction semantics, governor limits, debugging output, common errors.
Use when designing or reviewing Flow custom property editor patterns for screen components or actions, including when Flow Builder needs guided design-time configuration, generic…
Optimize Get Records elements in Flow: filter sharpness, field selection, sort-and-limit placement, caching via formula resources, and avoiding repeated queries in loops.
Use when designing or reviewing Salesforce multi-currency behavior, especially irreversible activation, `CurrencyIsoCode`, `convertCurrency()`, dated exchange rates, and Advanced…
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 choosing between Bulk API 2.0 and REST/SOAP API for large-volume data operations, sizing batch jobs, monitoring bulk job status, and handling failed records in bulk…
Use when diagnosing or preventing performance problems caused by cross-object formula spanning relationships and roll-up summary field recalculations — especially in LDV orgs.
Use when building custom login pages, social SSO flows, self-registration flows, or passwordless OTP login for Experience Cloud (community) sites.
Use Integration Procedures queues, DataRaptor Chain, and Remote Actions with async patterns for long-running OmniStudio flows. NOT for simple DataRaptor reads.
Use when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity…
Use when comparing metadata between two Salesforce orgs (UAT vs Prod, dev sandbox vs full copy, fork sandbox vs source) to surface drift, identify items needing deployment, or…