Use when designing or reporting on Salesforce Service Cloud service metrics — covers the Case, Entitlement, and CaseMilestone object model, MTTR derivation via…
Use when selecting or comparing middleware / iPaaS tools (MuleSoft, Dell Boomi, Workato, Informatica) for Salesforce connectivity, or when determining whether a scenario requires…
Use when building or reviewing Lightning Web Component form UX, especially the choice between `lightning-record-edit-form` and custom inputs, client-side validation with…
Use when extracting reusable Flow logic into subflows, defining input and output variables, keeping parent flows maintainable, and sharing common automation contracts across…
Use when publishing Platform Events from external systems via REST API, subscribing to Platform Events from outside Salesforce via CometD or Pub/Sub API, designing replay ID…
Use when migrating product catalog data into Salesforce B2B Commerce — covers category hierarchy, product attributes, images, pricing, and variant structure using the Commerce…
Implement drag-and-drop in LWC using HTML5 Drag and Drop API, keyboard alternatives, and accessible announcements. NOT for kanban migration from legacy Lightning.
Use when programmatically generating invoices, integrating payment gateways, automating credit notes, or calling Salesforce Billing Apex APIs (blng.InvoiceAPI,…
Pre-production security checklist for Agentforce deployments: permission scope, data exposure, authentication, logging.
Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting…
Use when deciding between CRM Analytics (formerly Einstein Analytics / Tableau CRM) and Tableau Desktop, Tableau Server, or Tableau Cloud for a Salesforce-centric analytics…
Share state across LWCs using pub/sub, Lightning Message Service, @wire, and reactive stores. NOT for in-component reactivity.
Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter',…
Use when Agentforce run costs are climbing, you need to forecast scale, or you want to reduce tokens per conversation without hurting quality.
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.
Metadata API concepts, package.xml manifest structure, retrieve and deploy workflows, what metadata types can and cannot be retrieved, deployment order dependencies, and…
Eliciting, documenting, and structuring a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and…
Use when designing, implementing, reviewing, or debugging Queueable Apex jobs that chain, use the Finalizer interface, pass state across transactions, or need controlled async…
Designing Lookup vs Master-Detail vs Hierarchical vs External relationships: cascade delete, roll-up summaries, ownership, sharing implications, polymorphic lookups, relationship…
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 designing or troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating…
Design custom Lightning Web Components that render inside Screen Flow steps — covers the lightning__FlowScreen target, @api properties as Flow inputs/outputs,…
Use when modeling, loading, or troubleshooting Salesforce product and pricebook data — covering the Product2 → Pricebook2 → PricebookEntry three-object chain, standard pricebook…
Use when modifying the schema of a Platform Event that already has live publishers and subscribers — adding fields, deprecating fields, or splitting events.
Use when scoring a list of business or solution requirements against the *actual* capabilities of a specific Salesforce org so each row can be classified Standard / Configuration…
Use when creating, assigning, or checking custom permissions to control feature access beyond CRUD and FLS.
Use Scratch Org Snapshots to reduce CI bring-up time from 10–20 minutes to under 2. NOT for persistent sandbox provisioning.
Use when writing Apex triggers on the Case object — specifically for invoking assignment rules programmatically, auto-associating entitlements in a trigger, handling merge trigger…
Design SOQL, filters, reporting, and indexes against Shield Platform Encryption fields. Trigger keywords: Shield Platform Encryption, encrypted field query, probabilistic vs…
Configure record visibility for external users (Customer Community, Customer Community Plus, Partner Community) using External OWDs, Sharing Sets, and external sharing rules.
Customizing Salesforce Quote PDFs using Visualforce: custom VF-based quote templates, dynamic section rendering, multi-language layouts, logo placement via static resources, and…
Use when creating, configuring, auditing, or troubleshooting an Agentforce agent end-to-end: agent definition, agent user setup, channel assignment, system instructions,…
Use when Flow is a Platform Event publisher, subscriber, or both. Triggers: 'publish platform event from flow', 'platform-event-triggered flow', 'high-volume platform event',…
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,…
Use when migrating donation or gift history into Salesforce NPSP using the NPSP Data Importer (BDI) — covers DataImport__c staging, payment mapping, soft credit creation via…
NavigationMixin for LWC: PageReference types (recordPage, recordRelationship, namedPage, webPage, comm__namedPage), navigate vs generateUrl, state params, Experience Cloud…
Use when writing, reviewing, or designing Apex triggers. Triggers: 'trigger', 'trigger handler', 'trigger framework', 'recursion', 'before insert', 'after update', 'one trigger…
Use when deciding whether a Lightning Web Component should keep the default Shadow DOM or opt into Light DOM via `static renderMode = 'light'`.
Omni-Channel analytics data: agent work records, queue metrics, capacity utilization, wait time reporting. NOT for admin routing setup.
Education Data Architecture (EDA) data model deep dive: Contact-centric, Affiliations, Relationships, Account record types (Academic Program, Educational Institution, Sports…
Use when migrating historical Case records — including CaseComments, EmailMessages, email attachments, and related files — from a legacy system into Salesforce Service Cloud.
Use when designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management…
Use when preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to…
Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose.
Use when selecting the right automation layer (Flow, Apex, LWC) for a new feature, reviewing an existing design for technical debt, or troubleshooting a mismatched automation…
Use when designing or reviewing the end-to-end stage sequence, promotion strategy, and quality gates for a Salesforce CI/CD pipeline.
Use when configuring reCAPTCHA on Web-to-Case, Web-to-Lead, Experience Cloud forms, or Headless Identity flows, or when designing bot-mitigation strategies for Salesforce…
Use when implementing specific ARIA attributes, keyboard navigation patterns, screen reader live regions, WCAG 2.1 compliance, focus management, or accessible data tables in…
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 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 implementing Lightning Message Service (LMS) to enable cross-DOM communication between LWC, Aura, and Visualforce components on the same Lightning page, using message…
Use when choosing or reviewing Salesforce OAuth flows and connected-app policy for integrations, including client credentials, JWT bearer, authorization code, device flow, scopes,…
Use when designing, reviewing, or troubleshooting Salesforce Approval Processes. Triggers: 'submit for approval', 'approver', 'record locked', 'recall approval', 'approval step',…
Use when standard Salesforce indexes are insufficient for query performance on high-volume objects: requesting custom indexes via Salesforce Support for standard fields, deploying…
Custom Notification Types for desktop/mobile push alerts from Flow or Apex: type creation, target channels, Messaging.CustomNotification invocation, recipient limits, bulk…
Use when configuring org-wide platform settings: MFA enforcement, My Domain setup and deployment, session timeout and security settings, password policies, trusted IP ranges…
Accept inbound webhooks (Stripe, GitHub, Slack, partner) and verify HMAC signatures in Apex REST. NOT for outbound webhooks.
Use when Apex must read, interpret, or deploy Custom Metadata Type configuration, or when deciding between Custom Metadata Types, Custom Settings, and Custom Labels.
Use when designing or reviewing Salesforce multi-currency behavior, especially irreversible activation, `CurrencyIsoCode`, `convertCurrency()`, dated exchange rates, and Advanced…
Use when diagnosing, preventing, or refactoring the 'You have uncommitted work pending' CalloutException caused by mixing DML and callouts in the same Apex transaction.