Configure and manage Field Service Lightning work orders: work types, work order line items, service appointments, status flow, and auto-creation via maintenance plans.
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 implementing or reviewing user feedback patterns in Lightning Web Components — specifically toast messages, lightning-alert, lightning-confirm, lightning-prompt, and…
Einstein Search personalization: configure search result ranking, promoted results, searchable objects, and Natural Language Search (NLS) for Lightning Experience.
Managing destructiveChanges.xml manifests for safe metadata deletion in Salesforce deployments. Use when deleting metadata components via Metadata API or sf CLI.
Use when configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — including endpoint setup, field selection, retry behavior, and delivery…
Migrate classic Visualforce-based OmniScripts to LWC-based runtime with feature parity and regression testing. NOT for new OmniScript design.
Use when designing, reviewing, or troubleshooting Salesforce formula fields. Triggers: 'formula field', 'cross-object formula', 'null handling', 'compile size', 'HYPERLINK',…
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 validating FinancialAccount record integrity in Financial Services Cloud, detecting duplicate financial records, or reconciling FSC data against core banking and…
Use when configuring Apex test execution in CI/CD pipelines, choosing test levels for deployments, parsing test results, or troubleshooting code coverage in automated builds.
Plan and operate Salesforce org-wide multi-factor authentication (MFA) enforcement: verification methods, phased rollout, SSO and API-only considerations, exemptions, and…
Use when designing, reviewing, or debugging Salesforce Flows from an Admin perspective. Triggers: 'flow', 'automation', 'record-triggered flow', 'screen flow', 'scheduled flow',…
Use when designing or refactoring Salesforce access architecture around minimal profiles, permission sets, permission set groups, muting, and assignment governance.
Use when writing Apex that calls Field Service Lightning scheduling APIs — AppointmentBookingService, ScheduleService, GradeSlotsService, or OAAS — to book, schedule, grade, or…
Migrating standard Lightning Record Page layouts (Page Layouts on the Record Detail component) to Dynamic Forms — converting fields and sections to component-level placement,…
Use when DataRaptor Transform operations are slow, hit governor limits, or use Apex where formula fields would suffice.
Use when diagnosing Apex behavior with debug logs, choosing log levels, or replacing `System.debug` habits with structured production logging and async job monitoring.
Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection…
Use when designing or reviewing the end-to-end stage sequence, promotion strategy, and quality gates for a Salesforce CI/CD pipeline.
Programmatic record access management in Financial Services Cloud using Compliant Data Sharing (CDS): inserting AccountParticipant/OpportunityParticipant records, working with…
Use when conducting a dedicated security architecture review of a Salesforce org — assessing sharing model completeness, FLS/CRUD enforcement, Apex security patterns, exposed API…
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…
Use when designing conversational AI architecture on Salesforce: Einstein Bot dialog design, Agentforce Agent topic planning, intent models, NLU training strategy, bot-to-agent…
Design custom Lightning Web Components that render inside Screen Flow steps — covers the lightning__FlowScreen target, @api properties as Flow inputs/outputs,…
Use when designing, implementing, or reviewing Salesforce REST API integration — covering CRUD operations on sObjects, SOQL-based queries, paginated result sets, Composite…
Operational setup guide for Salesforce Energy and Utilities Cloud: license activation, permission sets, industry-specific object configuration (ServicePoint, Meter, MeterReading,…
Use when deciding whether to implement Salesforce CPQ or stay with standard Products and Pricebooks for quoting and pricing.
Auditing, right-sizing, and reclaiming Salesforce licenses to reduce cost and ensure compliant allocation.
Use when uploading, downloading, managing, or integrating files and documents with Salesforce — covering ContentVersion/ContentDocument, REST multipart uploads, base64 inserts,…
Use when diagnosing or resolving slow CPQ quote calculation, QLEx timeouts, or governor limit errors on large quotes.
Use when practitioners need to understand system-managed fields (CreatedDate, LastModifiedDate, SystemModstamp, CreatedById, LastModifiedById, IsDeleted) — their update behavior,…
Render only visible rows for long lists (1k+ rows) using intersection observer or lightning-datatable virtual scroll. NOT for simple lists under 100 rows.
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…
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…
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,…
Pick the right tool shape for each agent action: Apex invocable vs Flow action vs External Service vs Prompt Template vs Data Cloud retrieval.
Async/await and Promise patterns in LWC: imperative Apex, loading states, error handling, concurrent wire + imperative, AbortController for in-flight cancellation, Promise.all for…
Use when authoring, reviewing, or maintaining Salesforce DevOps operational documents — runbooks, environment matrices, deployment guides, and post-deploy validation checklists.
RecordType ID differences across orgs: dynamic lookup via Schema.SObjectType methods, DeveloperName for stable refs, hard-coded ID anti-patterns, record-type caching, deployment…
Use when designing, reviewing, or troubleshooting Salesforce Flow fault handling, error logging, and bulk-safe automation paths.
Use when deploying permission sets, permission set groups, or profiles and encountering cross-reference errors, silent permission loss, or ordering failures.
Use when designing or reviewing integrations between Sales Cloud and external systems such as ERP, marketing automation, CPQ, or partner portals.
Use when managing Connected Apps for integration purposes — configuring OAuth policies, IP restrictions, refresh token expiry, and monitoring connected app usage.
Use when building or maintaining automated end-to-end regression tests for Salesforce UI (Lightning, LWC, Aura, Flows), selecting a testing framework (UTAM, Provar, Selenium),…
Design Agentforce conversations that span multiple turns without losing context: session variable scoping, conversation memory, clarifying-question patterns, topic-to-topic…
Use when designing or auditing a Salesforce data architecture to support AI features — Einstein, Agentforce, Data Cloud, or custom ML models.
Transaction Security policy creation and configuration: condition builder, enhanced policies, enforcement actions (block, MFA, notification, end session), real-time monitoring…
Composable commerce on Salesforce: headless API layer, micro-frontends, BFF pattern, CDN strategy, third-party composability over B2C/B2B Commerce.
@TestSetup method semantics: one-time creation per test class, isolation behavior, @TestVisible, System.runAs, Test.startTest/stopTest governor reset, mixed-DML boundaries.
Canonical go-live checklist for Agentforce deployments with rehearsed rollback and stakeholder sign-off records.
Diagnosing and resolving common Apex runtime exceptions: NullPointerException, QueryException, DmlException, ListException, LimitException, TypeException.
Use when writing, reviewing, or debugging test classes for Salesforce CPQ (Steelbrick) functionality — including quote creation, price rules, contracting, ordering, and CPQ API…
Guides creation, design, and maintenance of Calculated Insights in Data Cloud: SQL authoring, dimension/measure definition, scheduling, streaming insights, and insight…
Configuring Salesforce Omni-Channel routing from scratch or updating existing routing: enabling Omni-Channel, creating Service Channels, configuring Routing Configurations…
Use when designing or reviewing Salesforce GraphQL API usage, especially endpoint selection, field shaping, connection-based pagination, LWC wire adapters, and GraphQL vs REST…
Use when setting up or tuning Experience Cloud community content moderation: keyword/criteria-based rules, member reputation system, and moderation queue management.
Use when adopting or working with the fflib (Apex Enterprise Patterns) open-source library — UnitOfWork, SObjectDomain, SObjectSelector, and Service layer classes — in a…
Use Connect REST API for Chatter, feeds, communities, and CMS content instead of querying underlying SObjects. NOT for custom business object CRUD.
Use when choosing or reviewing Salesforce OAuth flows and connected-app policy for integrations, including client credentials, JWT bearer, authorization code, device flow, scopes,…