Einstein Prediction Builder for creating custom binary classification predictions on Salesforce objects: field selection, training data requirements, model activation, score…
Use when migrating historical order records into Salesforce Order Management — covers the required object creation sequence (Order > OrderDeliveryGroup > OrderItem >…
Use when designing or reviewing integrations between Sales Cloud and external systems such as ERP, marketing automation, CPQ, or partner portals.
Use when configuring Slack-specific Agentforce capabilities AFTER the basic Slack deployment is complete: enabling Slack-native actions, managing public vs.
Use when designing or reviewing permission-set-group architecture, especially profile minimization, group composition, muting strategy, and migration away from profile-heavy…
Database.Savepoint / Database.rollback for partial-transaction undo: placement rules, ID reset, limit counters, nested savepoints, rollback after callout.
Scheduling Apex classes using the Schedulable interface: implementing execute(), cron expressions, System.schedule(), monitoring CronTrigger records, job limits, and job chaining…
Use when planning or executing a migration from change-set-based deployments to Salesforce DX source-driven development.
Deployment automation architecture on Salesforce: pipeline orchestration, branch strategy, environment topology, quality gates, release trains.
Use when configuring org-wide platform settings: MFA enforcement, My Domain setup and deployment, session timeout and security settings, password policies, trusted IP ranges…
Use when creating or managing picklist fields: choosing between Global Value Sets and object-local picklists, configuring controlling and dependent field relationships, managing…
Use when merging Account, Contact, or Lead records in Salesforce and needing to understand what data is kept, what is deleted, and what side effects occur on related records.
Use when designing or reviewing the end-to-end stage sequence, promotion strategy, and quality gates for a Salesforce CI/CD pipeline.
Use when designing retry-safe integrations with Salesforce — including external ID upsert strategies, idempotency key management for inbound calls, Platform Event replay safety,…
Configuring Salesforce case management: case queues, assignment rules, escalation rules, auto-response rules, Email-to-Case, Web-to-Case, case teams, entitlements, and milestones.
Enforce step-up authentication for sensitive pages/objects using High Assurance session level and login flow policies. NOT for initial MFA enrollment UX.
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…
Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting…
Design Invocable Apex actions that return deterministic, agent-friendly errors instead of surfacing raw exceptions to the LLM.
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…
Use when building LWCs that need to manage focus explicitly — modal dialogs, wizard flows, dynamic inserts, list updates, error summaries, and focus after async work.
Use the Flow Rollback Records element to undo DML inside the current transaction. Covers when rollback is appropriate vs catastrophic, how to combine with fault paths,…
Dependent picklists in Salesforce: controlling field (picklist or checkbox), dependent picklist, valueSettings matrix in metadata, API behavior via SOAP/REST, LWC…
Use when building or maintaining Salesforce first-generation managed packages (1GP) for ISV distribution — covers namespace registration, packaging org structure,…
Use when designing or reviewing the integration layer between Salesforce Industries clouds (Insurance, Communications, Energy & Utilities) and vertical backend systems such as…
Use when building, reviewing, or debugging OmniStudio Integration Procedures. Triggers: 'integration procedure', 'IP', 'HTTP action', 'DataRaptor', 'rollbackOnError',…
Use when choosing or explaining how Salesforce Data Cloud (Data 360) and CRM Analytics (Tableau CRM / Einstein Analytics) fit together versus overlap — unified data platform vs…
Use Scratch Org Snapshots to reduce CI bring-up time from 10–20 minutes to under 2. NOT for persistent sandbox provisioning.
Use when evaluating which Salesforce features are available in a given org edition, determining whether a planned solution requires an add-on license, or investigating why a…
Use when creating, reviewing, or troubleshooting Prompt Builder templates (Field Generation, Record Summary, Sales Email, or Flex types), including grounding with merge fields,…
Use when querying Einstein Activity Capture (EAC) activity metrics, accessing synced email and event data via Apex, reporting on captured activities, or understanding EAC's…
Designing a customer experience measurement strategy using CSAT, NPS, and CES metrics in Salesforce Feedback Management: metric selection, survey timing, Feedback Management…
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 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.
Use when writing, reviewing, or debugging Apex exception handling, DmlException behavior, custom exception hierarchies, or user-safe error messages.
Use when diagnosing, preventing, or refactoring the 'You have uncommitted work pending' CalloutException caused by mixing DML and callouts in the same Apex transaction.
lightning-record-picker base component (Winter '24 GA): object/record filter, displayInfo/matchingInfo, graph-ql filters, accessibility. Replaces ad-hoc lookup inputs.
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…
Design Connected App OAuth callback URLs, My Domain naming, Enhanced Domains cutover, and cross-environment redirect handling.
2GP managed package development: creating managed packages with Dev Hub and Salesforce CLI, semantic versioning, patch versions, namespace linking, ISV AppExchange listing, and…
Architecture pattern for assembling a zero-trust posture in Salesforce — there is no single zero-trust toggle.
Canonical go-live checklist for Agentforce deployments with rehearsed rollback and stakeholder sign-off records.
Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types.
Use when building, reviewing, or debugging inbound Apex REST resources, request/response handling, status codes, versioned URL mappings, or JSON serialization in `@RestResource`…
Revenue Intelligence setup: pipeline inspection, deal insights, forecast accuracy analytics, Einstein analytics for sales leaders.
Use when configuring Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog configuration, TM Forum-aligned…
Use when designing or restructuring a Salesforce Knowledge taxonomy: Data Category Group structure, hierarchy depth, article type selection, article lifecycle governance…
Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter',…
Configure Einstein Activity Capture (EAC) for an org: enable the feature, create Configuration profiles, set auth type (User-Level or Org-Level OAuth), define email and calendar…
Compute and budget governor-limit consumption per Flow type with worked math: SOQL, DML rows, CPU time, heap.
Step-by-step setup and configuration of Einstein for Sales AI features: Opportunity Scoring, Pipeline Inspection AI insights, Einstein email insights and composition, and…
Use when Apex code must create or update metadata programmatically at runtime — custom fields, objects, picklist values, labels, or other supported types — using the Metadata…
Task and Event objects: polymorphic WhatId/WhoId, Activity object model, ActivityHistory vs OpenActivity, activity timeline customization, bulk task creation, Einstein Activity…
Use when designing a multi-system integration architecture using the three-layer API-led connectivity pattern (System, Process, Experience APIs), deciding how many layers to…
Architectural patterns for org migration — org merge (consolidate two orgs into one), org split (separate one org into two), and coexistence (run both for a transition period with…
Named Credentials and External Credentials configuration for secure outbound callouts: per-user vs per-org authentication, legacy vs enhanced Named Credentials, external…
Flow Orchestration admin: stage configuration, step assignment, background steps, interactive steps, evaluation flows, work items, pause/resume.
Configure Shield Platform Encryption with customer-supplied (BYOK) or customer-held (Cache-Only Key Service) tenant secrets, rotate them, and recover.
Use when migrating historical Opportunity records into Salesforce — covering stage history recreation, amount and close date mapping, product line item load sequencing (Product2 →…
Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose.