Use when implementing runtime feature toggles, emergency kill switches, or gradual rollout controls in Apex using Custom Metadata Types, Custom Permissions, or Hierarchical Custom…
Publishing Platform Events: EventBus.publish, PublishBehavior (PublishImmediately vs PublishAfterCommit), high-volume events, event allocation, publish failures, Change Data…
Use when setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep…
Use when creating, configuring, auditing, or troubleshooting an Agentforce agent end-to-end: agent definition, agent user setup, channel assignment, system instructions,…
Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects.
Reason about when a Flow is inside the caller's transaction vs starts its own. Pick Before-Save vs After-Save vs Async Path vs Pause + Resume when transaction boundaries matter.
Convert the canonical markdown+JSON deliverable of any SfSkills runtime agent into Excel, PDF, CSV, Notion card, ServiceNow ticket, or similar downstream format WITHOUT polluting…
Use when designing or reviewing Lightning Web Components for keyboard access, semantic labeling, focus management, screen-reader behavior, and WCAG-aligned UX in Salesforce.
Grant row-level access programmatically via __Share records when declarative sharing rules cannot express the policy.
Author NULL-safe, type-correct, performance-aware Formula resources and condition expressions in Flow: lazy re-evaluation, BLANKVALUE/ISBLANK guards, ISPICKVAL vs =,…
Use when deploying Salesforce CPQ (Steelbrick/SBQQ) configuration between orgs — Product Rules, Price Rules, Price Actions, Price Conditions, Option Constraints, Quote Templates,…
Custom Labels for i18n, configuration strings, and UI text: translation workbench, Apex System.Label, LWC @salesforce/label imports, 1,000-char limit.
Use when grounding an Agentforce agent with Data Cloud retrievers, DMO selection, chunking, and freshness windows.
Use when designing or refactoring record types across objects with many profiles, business processes, or picklist variations.
Service-specific AI features in Service Cloud: Case Classification setup and optimization, Article Recommendations configuration, Reply Recommendations, Work Summary (After-Visit…
Use when theming Lightning base components or custom LWCs with SLDS Styling Hooks — CSS custom properties such as `--slds-c-button-color-background`,…
Architecture pattern for assembling a zero-trust posture in Salesforce — there is no single zero-trust toggle.
Use when designing, implementing, or auditing a Change Advisory Board (CAB) process for Salesforce deployments — covering change classification (standard, normal, emergency),…
Education Cloud (EDA — Education Data Architecture) setup: student success hub, advisor workflows, enrollment management, academic data model.
Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective.
Use when building LWCs that must react to live server pushes — Platform Events, Change Data Capture, or streaming updates — via the lightning/empApi (CometD) subscription model.
Design and implement Salesforce Login Flows (Screen Flows assigned to profiles or Experience Cloud sites) that run post-authentication to enforce conditional MFA, IP-based…
Sharing records programmatically via Apex: Share objects, row cause, sharing recalculation, with/without sharing patterns.
Use when making long-running HTTP callouts from Visualforce or LWC that exceed the synchronous callout timeout limit, using the Apex Continuation class for async callout…
Task and Event objects: polymorphic WhatId/WhoId, Activity object model, ActivityHistory vs OpenActivity, activity timeline customization, bulk task creation, Einstein Activity…
CPQ solution architecture covering bundle design, pricing engine performance, multi-currency strategy, and integration patterns.
Architecture guidance for Salesforce FSC banking and Digital Lending: loan origination platform design, ResidentialLoanApplication data model, payment processing integration…
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 designing or reviewing Salesforce multi-currency behavior, especially irreversible activation, `CurrencyIsoCode`, `convertCurrency()`, dated exchange rates, and Advanced…
Use when you need to extend `lightning-datatable` with custom cell renderings: status pills, progress bars, image thumbnails, action cells, editable pickliststo, rich-text, or any…
Use when deploying Salesforce CPQ configuration between environments in a CI/CD pipeline — covers the required data record dependency order (Price Books > Products > Price Rules >…
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…
Use when deciding between CRM Analytics (formerly Einstein Analytics / Tableau CRM) and Tableau Desktop, Tableau Server, or Tableau Cloud for a Salesforce-centric analytics…
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),…
Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting…
Use when writing or reviewing Visualforce pages, Apex controllers, or LWC components that output user-supplied data, build dynamic queries, or construct HTTP responses.
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…
Deployment automation architecture on Salesforce: pipeline orchestration, branch strategy, environment topology, quality gates, release trains.
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…
Strategy layer for resilient Apex HTTP callouts: bounded retry with backoff, queueable async retry chains, circuit-breaker via Platform Cache, idempotency keys, dead-letter…
Safe construction of dynamic SOQL — Database.query bind variables (:varName, API 60+ semantics), Database.queryWithBinds(query, Map<String,Object>, AccessLevel) (API 55+),…
Use when an org's overall Apex coverage is sliding toward 75% because of orphaned (uncovered, unreferenced) classes inflating the denominator.
Use when modeling, loading, or troubleshooting Salesforce product and pricebook data — covering the Product2 → Pricebook2 → PricebookEntry three-object chain, standard pricebook…
Store and inject Salesforce auth URLs, JWT keys, and API credentials into CI without leaking them. NOT for runtime secrets in Apex.
Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau should be used for analytics, or when reviewing and troubleshooting basic CRM Analytics designs.
Use when packaging third-party JavaScript, CSS, or asset files into Salesforce static resources for Lightning Web Components, including `@salesforce/resourceUrl`, `loadScript`,…
Revenue Intelligence setup: pipeline inspection, deal insights, forecast accuracy analytics, Einstein analytics for sales leaders.
Adopt sfdx-hardis for org monitoring, CI pipelines, and release automation. NOT for writing plugins to sfdx-hardis itself.
Designing Lookup vs Master-Detail vs Hierarchical vs External relationships: cascade delete, roll-up summaries, ownership, sharing implications, polymorphic lookups, relationship…
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,…
Implement environment-safe feature flags using Custom Metadata Types for Apex, LWC, and Flow. NOT for user-level entitlements or permission sets.
Designing HTTP error classification, RFC 7807-style error payload structure, and client-side error parsing for Salesforce REST/SOAP integrations and custom Apex REST endpoints.
Use when configuring access controls, sharing, or site security for authenticated or guest Experience Cloud (community) users: external OWD, Sharing Sets, Share Groups, CSP,…
Compute and budget governor-limit consumption per Flow type with worked math: SOQL, DML rows, CPU time, heap.
Migrating Classic Custom Buttons (Detail Page Buttons, List Buttons, Mass Action Buttons) and JavaScript Buttons to Lightning Quick Actions, Screen Flow Actions, LWC Quick…
Use when configuring, auditing, or troubleshooting API rate limits, Connected App OAuth scope restriction, Connected App IP restrictions, API session policies, or API usage…
Configuring Salesforce lead management and conversion: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes.
Configure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows.
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…
Use when deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile.