Step-by-step guidance for configuring Data Cloud data streams: connecting source connectors, mapping Data Lake Objects (DLOs) to Data Model Objects (DMOs), enabling identity…
Build reactive Flow screens where one component updates another without navigation using reactive formulas and component outputs. NOT for Aura-based screens.
Guidance on non-obvious runtime behaviors of Salesforce standard objects — polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger…
Build picklists and choice sets in Flow Builder sourced from records, picklist fields, or collections, including dependent choices. NOT for static hard-coded choice sets.
Implement GDPR/CCPA data subject rights (access, deletion, rectification) using Salesforce Privacy Center and/or custom workflow.
Use when building Apex classes meant to be invoked dynamically — from Flow, external packages, managed-package extensions, or loose-coupling code that cannot directly reference…
Use when planning, reviewing, or troubleshooting a Salesforce data migration — covering tool selection (Data Loader, Bulk API 2.0, MuleSoft, Informatica, Jitterbit), migration…
Use when building or maintaining Salesforce first-generation managed packages (1GP) for ISV distribution — covers namespace registration, packaging org structure,…
Use when designing or evaluating a Salesforce conversational AI deployment that involves Agentforce agents, Einstein Bots, or a combination of both.
Use when designing or selecting an integration pattern between Marketing Cloud and an external system or Salesforce CRM — including Triggered Sends, Journey injection via Event…
NPSP programmatic integration patterns: BDI gift processing API for bulk gift ingestion, ERD Schedules and Installments API for recurring donation data, and wealth screening…
Use when choosing between DML statements and Database class methods, handling partial success, managing savepoints, or using Database.DMLOptions for assignment rules and duplicate…
Use when implementing or troubleshooting the Salesforce Data Cloud Ingestion API — covers streaming ingestion (near-real-time micro-batches), bulk ingestion (CSV-based…
Use when planning, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates.
Use when designing, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object…
Use when designing or implementing a cross-cutting Apex error handling framework: custom exception hierarchies, rollback-safe logging via Platform Events, BatchApexErrorEvent…
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…
Education Cloud (EDA — Education Data Architecture) setup: student success hub, advisor workflows, enrollment management, academic data model.
Configure SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure.
Use when uploading, downloading, managing, or integrating files and documents with Salesforce — covering ContentVersion/ContentDocument, REST multipart uploads, base64 inserts,…
Use when diagnosing SOQL performance problems caused by formula fields, hitting formula compile-size limits, or deciding whether to replace a formula field with a stored field for…
Configure and manage Field Service Lightning inventory: ProductItem (stock at locations), ProductTransfer (stock movement), ProductConsumed (parts used on work orders),…
Use when a BA or admin needs to document the Salesforce data model: creating field inventories, object relationship maps, ER diagrams, or analyzing field usage across objects.
Sharing records programmatically via Apex: Share objects, row cause, sharing recalculation, with/without sharing patterns.
Use when packaging third-party JavaScript, CSS, or asset files into Salesforce static resources for Lightning Web Components, including `@salesforce/resourceUrl`, `loadScript`,…
Use when designing or auditing Salesforce access control — deciding between Profiles, Permission Sets, and Permission Set Groups.
Use when configuring Remote Site Settings to allow Apex callouts to external URLs, or when distinguishing Remote Site Settings from CSP Trusted Sites for Lightning component…
Design Connected App OAuth callback URLs, My Domain naming, Enhanced Domains cutover, and cross-environment redirect handling.
Use when building custom Apex-based actions for Agentforce agents: designing @InvocableMethod classes for Atlas Reasoning Engine invocation, defining input/output schema, handling…
Use when choosing between Bulk API 2.0 and REST/SOAP API for large-volume data operations, sizing batch jobs, monitoring bulk job status, and handling failed records in bulk…
Use when diagnosing, preventing, or refactoring the 'You have uncommitted work pending' CalloutException caused by mixing DML and callouts in the same Apex transaction.
refreshApex, getRecordNotifyChange, and RefreshView API for LWC data refresh: when wired data is stale, forcing re-fetch after imperative DML, cross-component refresh, 2024…
Use when building a Lightning Web Component that runs from a record page quick-action button — either a screen action that renders UI in a modal or a headless action that invokes…
Safe construction of dynamic SOQL — Database.query bind variables (:varName, API 60+ semantics), Database.queryWithBinds(query, Map<String,Object>, AccessLevel) (API 55+),…
Use when implementing specific ARIA attributes, keyboard navigation patterns, screen reader live regions, WCAG 2.1 compliance, focus management, or accessible data tables in…
REST API pagination for inbound and outbound integrations: Salesforce QueryMore, cursor-based, offset-based, Link header, page-size tuning, rate limit interaction.
Use when serializing Apex objects to JSON strings or deserializing JSON responses into Apex types — especially for callout payloads, integration parsing, and controlling null…
Designing and configuring MuleSoft Anypoint Salesforce Connector flows: API selection (SOAP/REST/Bulk/Streaming), OAuth 2.0 JWT Bearer auth, watermark-based incremental sync with…
Use when designing or configuring public pages on an Experience Cloud site — guest user profile setup, page-level access settings in Experience Builder, object/field visibility…
Migrating Classic Custom Buttons (Detail Page Buttons, List Buttons, Mass Action Buttons) and JavaScript Buttons to Lightning Quick Actions, Screen Flow Actions, LWC Quick…
Choosing the correct sharing keyword on an Apex class: with sharing vs without sharing vs inherited sharing, how the choice flows through called methods, and when WITH USER_MODE…
Configure Content Security Policy via Trusted URLs and CSP Trusted Sites so Lightning, LWR, and LWC can call third-party scripts, APIs, and frame sources.
Media Cloud setup for advertising sales management, audience segmentation, campaign management, revenue management, and cross-channel ad products.
Fault-path design and error notification for Salesforce Flow — what the default unhandled-fault email contains, when to add a Fault path explicitly, how `$Flow.FaultMessage`…
Set up monitoring + alerting for Flow runtime errors at org scale: routing fault emails, Flow runtime error reports, custom centralized logging (Integration_Log__c), escalation…
Design Agentforce conversations that span multiple turns without losing context: session variable scoping, conversation memory, clarifying-question patterns, topic-to-topic…
Pick the right tool shape for each agent action: Apex invocable vs Flow action vs External Service vs Prompt Template vs Data Cloud retrieval.
Use when designing, reviewing, or debugging Apex code that relies on List, Set, or Map collections in triggers, batch classes, or service layers — especially for bulkification,…
Use when configuring Slack-specific Agentforce capabilities AFTER the basic Slack deployment is complete: enabling Slack-native actions, managing public vs.
Use when designing, reviewing, or troubleshooting Salesforce Approval Processes. Triggers: 'submit for approval', 'approver', 'record locked', 'recall approval', 'approval step',…
Use when an LWC needs to read related records across multiple sObjects in one request, paginate a related list with cursors, or replace several overlapping `@wire(getRecord)`…
Use when designing or reviewing Flow custom property editor patterns for screen components or actions, including when Flow Builder needs guided design-time configuration, generic…
Grant row-level access programmatically via __Share records when declarative sharing rules cannot express the policy.
Use when designing or reviewing the integration layer between Salesforce Industries clouds (Insurance, Communications, Energy & Utilities) and vertical backend systems such as…
System architecture for Salesforce AI governance: MLOps pipeline design, AI Audit Trail architecture, Einstein Trust Layer security design, Policy-as-Code engine, and regulatory…
Use when implementing runtime feature toggles, emergency kill switches, or gradual rollout controls in Apex using Custom Metadata Types, Custom Permissions, or Hierarchical Custom…
Advanced Lightning App Builder usage: component visibility filters, custom page templates, Dynamic Forms, Dynamic Actions, page performance optimization, LWC targetConfig for…
Use when auditing a Salesforce org for technical debt: dead code, unused automations, overlapping Flow and Apex triggers, deprecated features, configuration complexity, and legacy…
Use when designing or reviewing OmniScripts for guided experiences, step structure, branching, save/resume, and the boundary between OmniScript, Integration Procedures,…
Use when designing Integration Procedures (IPs) with platform cache to cut latency and callout load. Covers cache key design, TTL selection, per-user vs org-wide partitions,…