Use when building or reviewing Apex triggers on the Opportunity object — stage-change detection, amount rollups to Account, OpportunityTeamMember sync, or OpportunitySplit…
Planning and executing metadata rollbacks and emergency hotfixes in Salesforce orgs. Use when a production deployment causes regression and needs to be reverted, or when an urgent…
Use when designing, querying, or troubleshooting the Financial Services Cloud data model — including managed-package (FinServ__ namespace) and Core FSC (standard objects, no…
Operational setup guide for Salesforce Energy and Utilities Cloud: license activation, permission sets, industry-specific object configuration (ServicePoint, Meter, MeterReading,…
Use when configuring OmniStudio at the org level: enabling Standard Runtime, selecting the Runtime Namespace, assigning Permission Set Licenses, toggling feature settings, and…
Use when writing Apex to customize lead conversion: controlling which records are created, copying custom field values post-conversion, firing related record logic on convert, or…
Use when designing the full environment topology for a Salesforce program — selecting which org types to provision, how many, and how they map to your branching strategy and…
Use when diagnosing or resolving slow CPQ quote calculation, QLEx timeouts, or governor limit errors on large quotes.
Designing Omni-Channel capacity models for service orgs: agent capacity allocation, channel weighting (cases, chats, calls), skills matrix design, overflow strategy, presence…
Use when implementing or troubleshooting Salesforce Outbound Messages — the workflow-triggered SOAP notification mechanism that pushes record field values to an external HTTPS…
lightning-record-picker base component (Winter '24 GA): object/record filter, displayInfo/matchingInfo, graph-ql filters, accessibility. Replaces ad-hoc lookup inputs.
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 OmniStudio components are degrading under high concurrent user load, when Integration Procedures are hitting governor limits at portal scale, or when designing an…
Use when building custom frontends (React, Vue, mobile, static sites) that consume Salesforce CMS content via the Connect REST API headless delivery endpoint.
Designing and debugging Visualforce pages: standard/custom controllers, view state management, CSRF and SOQL injection security, PDF rendering, Visualforce email templates.
Use when an org's overall Apex coverage is sliding toward 75% because of orphaned (uncovered, unreferenced) classes inflating the denominator.
Model and verify unlocked package dependencies, version pinning, and promotion. NOT for 1GP managed packages.
Migrating Aura components to LWC: feature mapping, interoperability wrappers, event translation, navigation patterns, and Aura-LWC coexistence strategies.
Implement GDPR/CCPA data subject rights (access, deletion, rectification) using Salesforce Privacy Center and/or custom workflow.
Use when designing, reviewing, or troubleshooting Salesforce connected apps, Named Credentials, External Credentials, and OAuth-based integration access.
Use when building or reviewing Flow logic that processes lists of records using Loop, Assignment, Collection Filter, Collection Sort, or Transform elements.
Defining measurable non-functional requirements for Salesforce implementations: performance SLIs, scalability targets, availability SLAs, security and compliance requirements,…
Use the Data Table screen component for selecting rows from collections in Screen Flows, including single/multi-select and inline actions.
Use when designing or reviewing Salesforce orgs with large Opportunity and Account volumes, including archival strategy, report performance, data skew prevention, SOQL tuning for…
Use when building a Lightning Web Component that runs from a record page quick-action button — either a screen action that renders UI in a modal or a headless action that invokes…
RecordType ID differences across orgs: dynamic lookup via Schema.SObjectType methods, DeveloperName for stable refs, hard-coded ID anti-patterns, record-type caching, deployment…
Use when Salesforce must POST a webhook to a third-party endpoint after a record change — with signed payloads, retries, dead-lettering, rate limits, and idempotency.
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…
Custom Labels for i18n, configuration strings, and UI text: translation workbench, Apex System.Label, LWC @salesforce/label imports, 1,000-char limit.
Use when configuring Remote Site Settings to allow Apex callouts to external URLs, or when distinguishing Remote Site Settings from CSP Trusted Sites for Lightning component…
Store and inject Salesforce auth URLs, JWT keys, and API credentials into CI without leaking them. NOT for runtime secrets in Apex.
Configure SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure.
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…
How LWC reactivity actually works after Spring '20 (API v48+) — every class field is reactive on reassignment, but @track is still required for in-place mutation of plain…
Use when programmatically driving Salesforce CPQ operations from Apex or REST — creating quotes, adding products, calculating pricing, saving quotes, amending contracts, or…
Use when designing credential rotation for integration users, connected apps, named credentials, and OAuth client secrets in Salesforce.
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 forwarding Salesforce Platform Events or Change Data Capture to AWS EventBridge via Event Relay.
Use Connect REST API for Chatter, feeds, communities, and CMS content instead of querying underlying SObjects. NOT for custom business object CRUD.
HttpCalloutMock for Apex tests: HttpCalloutMock interface, StaticResourceCalloutMock, MultiStaticResourceCalloutMock, Test.setMock, multi-call mocks for pagination, error-path…
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…
Designing, orchestrating, and maintaining multi-package architectures in Salesforce DX: dependency DAG design, layered package decomposition, install ordering, cross-package API…
Use when configuring or troubleshooting the B2B/B2C Commerce product catalog — ProductCatalog, ProductCategory, ProductCategoryProduct, WebStoreCatalog, CommerceEntitlementPolicy,…
Use when setting up, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria,…
Use when authoring, reviewing, or maintaining Salesforce DevOps operational documents — runbooks, environment matrices, deployment guides, and post-deploy validation checklists.
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 a BA or admin needs to document the Salesforce data model: creating field inventories, object relationship maps, ER diagrams, or analyzing field usage across objects.
Redact PII before it reaches Agentforce prompts, models, and logs. Trigger keywords: agentforce pii, pii redaction, data masking llm, einstein trust layer, prompt pii filter,…
Roll out Shield (Platform Encryption + Event Monitoring + Field Audit Trail) end-to-end, sequencing feature enablement to avoid data lockout.
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 writing or reviewing Apex, SOQL, or Flow logic that involves Date or Datetime fields: scheduling jobs, comparing dates across timezones, displaying Datetime values to…
Build picklists and choice sets in Flow Builder sourced from records, picklist fields, or collections, including dependent choices. NOT for static hard-coded choice sets.
Design input validation inside Screen Flow screens using component-level <validationRule> (formula + errorMessage), isRequired, cross-field rules on the second field, reactive…
Diagnosing and resolving common Apex runtime exceptions: NullPointerException, QueryException, DmlException, ListException, LimitException, TypeException.
Use when implementing or troubleshooting the Salesforce Data Cloud Ingestion API — covers streaming ingestion (near-real-time micro-batches), bulk ingestion (CSV-based…
Build LWCs that support translation, locale-aware formatting, and RTL layouts. NOT for Translation Workbench setup.
Use when designing or implementing a custom logging framework in Apex: log sObject schema, log level gating, retention policies, batch purge jobs, and forwarding logs to external…
Use when deciding whether to implement Salesforce CPQ or stay with standard Products and Pricebooks for quoting and pricing.
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).
Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams with one lane per actor (user, system, integration, customer), explicit decision…