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…
Move a Flow from sandbox to production reliably — source format, version-on-deploy semantics, deploy vs activate, dependency bundling, Change Set vs SFDX vs Unlocked vs Managed,…
Use when deploying Salesforce CPQ (Steelbrick/SBQQ) configuration between orgs — Product Rules, Price Rules, Price Actions, Price Conditions, Option Constraints, Quote Templates,…
Use when Flows must stay healthy at large data volumes: total SOQL rows returned per transaction, unbounded Get Records, collection sizing, scheduled or record-triggered scale,…
Generating documents (PDF, DOCX, PPTX) from OmniStudio using Document Templates, OmniDataTransform token mapping, and OmniScript or Integration Procedure orchestration.
Use when configuring delegated administration to allow non-system-admin users to manage specific user groups, reset passwords, assign permission sets, or administer custom…
Database.Savepoint / Database.rollback for partial-transaction undo: placement rules, ID reset, limit counters, nested savepoints, rollback after callout.
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 Apex must sign, verify, encrypt, hash, encode, or decode payloads — including HMAC for webhook signatures, RSA/ECDSA signing for JWT bearer flows, AES for stored secrets,…
Use when the user has captured Salesforce debug logs and needs forensic analysis of runtime behavior — trigger cascades, flow interviews, LWC/Aura @AuraEnabled calls,…
Use when implementing Bulk API 2.0 REST calls, choosing between Bulk API 2.0 and legacy Bulk API v1, handling CSV format requirements for bulk ingest, paginating query job results…
Patterns for reconciling Salesforce data with external systems: count-level, field-level, and record-level reconciliation, external ID upsert patterns, Change Data Capture for…
Use when writing, reviewing, or debugging Apex exception handling, DmlException behavior, custom exception hierarchies, or user-safe error messages.
Service-specific AI features in Service Cloud: Case Classification setup and optimization, Article Recommendations configuration, Reply Recommendations, Work Summary (After-Visit…
Use when hardening the Experience Cloud guest user profile, controlling unauthenticated access to records and Apex, or investigating data exposure through guest SOQL.
Flow Orchestration admin: stage configuration, step assignment, background steps, interactive steps, evaluation flows, work items, pause/resume.
Use when enrolling records in Sales Engagement cadences from Apex, logging call outcomes on cadence steps, customizing cadence step actions via Apex, or consuming cadence…
Use when migrating an org from the Vlocity managed package (vlocity_ins, vlocity_cmt, vlocity_ps) to native OmniStudio.
Use when writing or reviewing Visualforce pages, Apex controllers, or LWC components that output user-supplied data, build dynamic queries, or construct HTTP responses.
Use when validating FinancialAccount record integrity in Financial Services Cloud, detecting duplicate financial records, or reconciling FSC data against core banking and…
Use when analyzing B2C Commerce storefront metrics (conversion funnel, cart abandonment, product performance, revenue trends) via the Business Manager Reports and Dashboards app,…
Configuring Salesforce In-App Guidance: floating, docked, and targeted prompts, multi-step walkthroughs, audience targeting, scheduling, and adoption analytics.
CPQ solution architecture covering bundle design, pricing engine performance, multi-currency strategy, and integration patterns.
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,…
Use when configuring Model Builder in Salesforce to register external LLMs or select standard models for Agentforce and Einstein features.
Use when running, interpreting, or acting on Salesforce Security Health Check results — reading the score, understanding risk categories, evaluating specific settings, creating or…
Use when a practitioner needs to classify the risk level of an upcoming Salesforce deployment, define rollback trigger conditions, or assign decision authority before the release…
Migrate classic Visualforce-based OmniScripts to LWC-based runtime with feature parity and regression testing. NOT for new OmniScript design.
Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions.
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 diagnosing where Apex transactions spend CPU, heap, SOQL, or DML time using the Salesforce diagnostic toolchain: Apex Log Analyzer flame graphs in VS Code, Developer…
Use when diagnosing or preventing UNABLE_TO_LOCK_ROW errors, record lock contention in Apex or Bulk API loads, FOR UPDATE locking, parent-child lock escalation, and deadlock…
Use when building Screen Flows that must meet accessibility standards (WCAG 2.1 AA, Salesforce accessibility guidelines).
CI/CD pipeline patterns for Experience Cloud sites — the layer between sfdx-project metadata deploys and a working production site.
Use when bringing non-Salesforce data into CRM Analytics via the External Data API, Data Connectors, or Live Datasets.
Migrating LWCs from Lightning Locker Service to Lightning Web Security (LWS) — flipping the org switch safely, identifying components likely to break, removing Locker workarounds…
Use when configuring Salesforce Translation Workbench, translating custom labels, picklist values, field labels, page layout sections, or Experience Cloud language switcher.
HttpCalloutMock for Apex tests: HttpCalloutMock interface, StaticResourceCalloutMock, MultiStaticResourceCalloutMock, Test.setMock, multi-call mocks for pagination, error-path…
Use DevOps Center for work item tracking, org-based release pipelines, and merging into existing SFDX workflows. NOT for first-time setup.
Use when designing or reviewing the end-to-end stage sequence, promotion strategy, and quality gates for a Salesforce CI/CD pipeline.
Enforce step-up authentication for sensitive pages/objects using High Assurance session level and login flow policies. NOT for initial MFA enrollment UX.
Salesforce storage management: monitoring data storage vs file storage usage, diagnosing storage alerts, optimizing large text fields, choosing between Attachment and…
Use when diagnosing failures, unexpected output, or silent errors in OmniScript, DataRaptor, or Integration Procedure assets.
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 publishing or subscribing to Salesforce Platform Events from Apex, comparing Platform Events with Change Data Capture, or designing event-triggered error handling and…
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…
Govern DataRaptor field mappings to prevent runtime errors when source metadata changes: naming, versioning, and dependency tracking. NOT for DataRaptor authoring fundamentals.
Use when building or reviewing an LWC Custom Property Editor for Flow screen or action configuration, including the `configurationEditor` metadata hook, builder-side APIs,…
Design FlexCard composition: parent/child state flow, layout modes, actions, event wiring, and data source selection.
Use when setting up real-time data streaming from Salesforce to external systems using the Streaming API (PushTopic, Generic Streaming), CometD client configuration, replay, and…
Transaction Security policy creation and configuration: condition builder, enhanced policies, enforcement actions (block, MFA, notification, end session), real-time monitoring…
Version Prompt Templates and agent topic prompts: source-control shape, change review, model-version pinning, A/B, and rollback.
Use when programmatically generating invoices, integrating payment gateways, automating credit notes, or calling Salesforce Billing Apex APIs (blng.InvoiceAPI,…
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…
Use when designing or reviewing Lightning Web Components that use `@wire`, Lightning Data Service, UI API, or the GraphQL wire adapter, especially for reactive parameters, cache…
Localize OmniScripts, FlexCards, and DataRaptors using Label-based translation, multi-language JSON, and locale-aware number/date formatting.
Design custom Lightning Web Components that render inside Screen Flow steps — covers the lightning__FlowScreen target, @api properties as Flow inputs/outputs,…
Use Scratch Org Snapshots to reduce CI bring-up time from 10–20 minutes to under 2. NOT for persistent sandbox provisioning.
Design and use Apex-Defined Types as Flow variables for structured non-sObject data (HTTP callout payloads, External Service responses, complex configuration).
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…