Creating and integrating custom Lightning Web Components within OmniScripts: LWC override patterns, pubsub event handling, custom validation, OmniStudio data passing conventions.
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,…
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…
Guide practitioners through opening, classifying, and escalating support cases with Salesforce Technical Support via the Help portal, including choosing the correct severity…
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…
Deployment architecture quirks per Salesforce cloud: Industries (OmniStudio), Marketing Cloud (MC packages), Commerce Cloud, Data Cloud, Agentforce.
Migrate Workflow Rules to record-triggered Flows: field update mapping, email alert migration, outbound message alternatives using Flow Core Actions, time-based workflow…
Call external HTTP APIs directly from Flow using HTTP Callout actions (no Apex), handling auth, schema, and errors. NOT for complex Apex-based integration logic.
Use when re-assigning record OwnerId across many records — territory realignment, employee departure, region split, integration cleanup.
Use when writing Apex that calls Field Service Lightning scheduling APIs — AppointmentBookingService, ScheduleService, GradeSlotsService, or OAAS — to book, schedule, grade, or…
Metadata API concepts, package.xml manifest structure, retrieve and deploy workflows, what metadata types can and cannot be retrieved, deployment order dependencies, and…
Use when building custom LWC components for Experience Cloud (Experience Builder sites, LWR portals, Aura-based communities).
Decide and audit the security boundary a Flow runs at — System Context With Sharing, System Context Without Sharing, or User Context — plus the per-element runInMode override and…
Structure a single repo with multiple unlocked packages, shared templates, and cross-package test strategies. NOT for multi-repo org strategies.
Structured Salesforce code review for Apex, triggers, async, and tests before merge or deployment — governor limits, bulk-safe triggers, CRUD/FLS and sharing posture, meaningful…
Custom Notification Types for desktop/mobile push alerts from Flow or Apex: type creation, target channels, Messaging.CustomNotification invocation, recipient limits, bulk…
Use when planning how to archive aging Salesforce records to reduce storage costs, maintain query performance, and meet retention policies.
Structure Decision elements in Flow: default outcome placement, outcome ordering, compound criteria, null-safe checks, Boolean vs Pick-list comparisons, and avoiding deep nested…
Classify Salesforce fields by data sensitivity and compliance category using the four built-in classification attributes (SecurityClassification, ComplianceGroup, BusinessOwnerId,…
@future methods: primitive-only parameters, callout=true, no chaining, 50 per transaction, error handling.
Use when deciding between Salesforce Knowledge, an external CMS (Contentful, WordPress, AEM), or a hybrid content strategy.
Use when designing the SLA tier definition table, escalation matrix document, and milestone threshold configuration for a Salesforce Service Cloud implementation.
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 planning or executing load tests, stress tests, or performance benchmarks against a Salesforce org.
Reason about how record-triggered flows interleave with the Salesforce Save Order (validation, before-save flows, before triggers, duplicate rules, after-save flows, workflow,…
Designing and debugging Visualforce pages: standard/custom controllers, view state management, CSRF and SOQL injection security, PDF rendering, Visualforce email templates.
Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories to the inspection view, configuring Days in Stage and other metrics,…
Use when configuring OmniStudio at the org level: enabling Standard Runtime, selecting the Runtime Namespace, assigning Permission Set Licenses, toggling feature settings, and…
Custom Labels for i18n, configuration strings, and UI text: translation workbench, Apex System.Label, LWC @salesforce/label imports, 1,000-char limit.
Operational setup guide for Salesforce Energy and Utilities Cloud: license activation, permission sets, industry-specific object configuration (ServicePoint, Meter, MeterReading,…
Configure clickjack protection headers and frame-ancestors for VF pages, LWR sites, and Aura apps. NOT for CSP or Trusted URL configuration.
Cross-cloud data deployment: designing the data handoff when an implementation spans Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, Commerce Cloud.
Guides creation, design, and maintenance of Calculated Insights in Data Cloud: SQL authoring, dimension/measure definition, scheduling, streaming insights, and insight…
Use when calling AI models from Apex code — including the aiplatform.ModelsAPI External Services wrapper, Einstein Platform Services (Vision and Language), response parsing, token…
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 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…
Designing a customer experience measurement strategy using CSAT, NPS, and CES metrics in Salesforce Feedback Management: metric selection, survey timing, Feedback Management…
Use when planning or executing a migration from change-set-based deployments to Salesforce DX source-driven development.
Use when designing or reviewing interactive Flow screen experiences, including navigation, validation, screen component choice, custom LWC screen components, and user-safe commit…
Use when deploying permission sets, permission set groups, or profiles and encountering cross-reference errors, silent permission loss, or ordering failures.
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 malware and content scanning for files uploaded to Salesforce (Files, Attachments, ContentVersion) — external scanning service callouts, quarantine patterns,…
Use when designing, implementing, or reviewing Salesforce REST API integration — covering CRUD operations on sObjects, SOQL-based queries, paginated result sets, Composite…
Use when building or debugging DataRaptor Extract or DataRaptor Load operations in OmniStudio: designing multi-object extracts, configuring load upserts, handling iferror…
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 configuring, auditing, or troubleshooting API rate limits, Connected App OAuth scope restriction, Connected App IP restrictions, API session policies, or API usage…
Use when designing or reviewing permission-set-group architecture, especially profile minimization, group composition, muting strategy, and migration away from profile-heavy…
Apex Platform Event subscriber runtime semantics — checkpoint-and-resume via `EventBus.TriggerContext.setResumeCheckpoint`, `EventBus.RetryableException` semantics, the…
Red-team an Agentforce agent against prompt-injection and jailbreak attacks; codify test cases and guardrails.
Scheduling Apex classes using the Schedulable interface: implementing execute(), cron expressions, System.schedule(), monitoring CronTrigger records, job limits, and job chaining…
Author NULL-safe, type-correct, performance-aware Formula resources and condition expressions in Flow: lazy re-evaluation, BLANKVALUE/ISBLANK guards, ISPICKVAL vs =,…
Use when designing or reviewing a Financial Services Cloud (FSC) solution architecture covering data model selection, Compliant Data Sharing design, integration strategy, and…
Use when designing a reusable integration layer in Salesforce that serves multiple external APIs through a shared callout infrastructure.
Use when choosing or implementing SOSL for cross-object or full-text search, especially around SOSL vs SOQL, search groups, result shaping, and injection-safe dynamic search.
Use when diagnosing or resolving slow CPQ quote calculation, QLEx timeouts, or governor limit errors on large quotes.
Use Security.stripInaccessible to enforce CRUD/FLS on user-supplied records before DML, and to scrub query results before returning them to clients.
Use when deciding which Salesforce automation tool should own a requirement, including before-save and after-save Flow, screen Flow, scheduled Flow, invocable Apex, Apex triggers,…
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 org-wide platform settings: MFA enforcement, My Domain setup and deployment, session timeout and security settings, password policies, trusted IP ranges…
Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management for cultivation and solicitation, upgrade path design,…