Use when planning or executing a Health Cloud deployment to production or a full sandbox, including managed package installation sequencing, Permission Set License assignment,…
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.
Use when writing, reviewing, or troubleshooting Apex queries that may expose SOQL injection or CRUD/FLS issues.
Use when packaging third-party JavaScript, CSS, or asset files into Salesforce static resources for Lightning Web Components, including `@salesforce/resourceUrl`, `loadScript`,…
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…
Use when creating test data for scratch orgs, sandboxes, or CI pipelines: Apex @testSetup factories, sf data import tree plans, CumulusCI datasets, Snowfakery.
Use when designing or evaluating a Salesforce conversational AI deployment that involves Agentforce agents, Einstein Bots, or a combination of both.
Use when choosing between Headless, LWR (Lightning Web Runtime), or Aura as the Experience Cloud frontend architecture: performance tradeoffs, developer cost, migration readiness,…
Use when diagnosing failures, unexpected output, or silent errors in OmniScript, DataRaptor, or Integration Procedure assets.
Use when configuring standard Salesforce Quotes, building or customizing quote templates for PDF generation, emailing quotes to customers, syncing quotes to opportunity products,…
Use when writing Apex that calls out to external endpoints via Named Credentials, working with custom header formula tokens ({!$Credential.OAuthToken}), querying per-user auth…
Use when invoking auto-launched Flows from Apex (Flow.Interview), from external systems via REST API, from Platform Events, or from other Flows (subflow element).
Use when writing, reviewing, or debugging Apex test classes, test data factories, async test behavior, negative-path assertions, or callout mocking.
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 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 building or debugging DataRaptor Extract or DataRaptor Load operations in OmniStudio: designing multi-object extracts, configuring load upserts, handling iferror…
Publish and subscribe to Platform Events from Flow for async decoupling, high-volume triggers, and cross-org signaling. NOT for regular DML-triggered flows.
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 setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep…
Use when building, reviewing, or debugging outbound Apex HTTP callouts, Named Credentials, request/response handling, timeout behavior, or mock-based tests.
Apex switch-on-SObjectType patterns — type dispatching across SObject collections, polymorphic handlers, the typed-variable binding that makes `when SObjectType varName` more than…
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 a Salesforce Order Management (OMS) solution architecture: fulfillment workflow strategy, split-order routing design, Omnichannel Inventory (OCI)…
Use when designing the SLA tier definition table, escalation matrix document, and milestone threshold configuration for a Salesforce Service Cloud implementation.
Diagnose why a user can or cannot see/edit a record: UserRecordAccess SOQL, Why Can a User Access This Record debug log, OWD, role hierarchy, sharing rules, manual/team/apex…
Consumer Goods Cloud setup: visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, and image recognition.
Build reactive Flow screens where one component updates another without navigation using reactive formulas and component outputs. NOT for Aura-based screens.
Use when learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary…
Use when writing or reviewing Visualforce pages, Apex controllers, or LWC components that output user-supplied data, build dynamic queries, or construct HTTP responses.
Configure Private Connect between Salesforce and AWS/Azure for traffic to stay on private networks. NOT for standard internet callouts.
Use when designing or auditing a Salesforce data architecture to support AI features — Einstein, Agentforce, Data Cloud, or custom ML models.
Use when designing or evaluating MuleSoft Anypoint Platform deployment topology, runtime model selection, API governance with API Manager, or Anypoint Exchange strategy.
Territory2 API in Apex: programmatic territory member management (UserTerritory2Association, ObjectTerritory2Association), bulk assignment DML, and SOAP-based rule evaluation.
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 >…
Implement environment-safe feature flags using Custom Metadata Types for Apex, LWC, and Flow. NOT for user-level entitlements or permission sets.
Use when structuring Apex into service, selector, domain, factory, and dependency-injection layers for maintainability and testability.
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…
Configure Shield Platform Encryption with customer-supplied (BYOK) or customer-held (Cache-Only Key Service) tenant secrets, rotate them, and recover.
Migrate Workflow Rules to record-triggered Flows: field update mapping, email alert migration, outbound message alternatives using Flow Core Actions, time-based workflow…
Reason about how record-triggered flows interleave with the Salesforce Save Order (validation, before-save flows, before triggers, duplicate rules, after-save flows, workflow,…
Use when choosing or implementing SOSL for cross-object or full-text search, especially around SOSL vs SOQL, search groups, result shaping, and injection-safe dynamic search.
Use when diagnosing and resolving SFDX source-tracking conflicts between a local project and a Salesforce org — covering sf project pull/push/retrieve/deploy conflict errors,…
Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole…
Use when planning, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates.
Canonical naming conventions for Flow elements (Get_/Update_/Decision_/Loop_/Assignment_), resource variables (var/coll/map/formula/choice/constant/stage/screen), Decision branch…
Use when designing, auditing, or simplifying Record Types and Page Layouts. Triggers: 'record type', 'page layout', 'different picklist values', 'different fields per team',…
Use when setting up or tuning Experience Cloud community content moderation: keyword/criteria-based rules, member reputation system, and moderation queue management.
Manage Flow versions: activation policy, paused interview compatibility, cleanup cadence, and breaking-change detection.
Classify Salesforce fields by data sensitivity and compliance category using the four built-in classification attributes (SecurityClassification, ComplianceGroup, BusinessOwnerId,…
Publishing Platform Events: EventBus.publish, PublishBehavior (PublishImmediately vs PublishAfterCommit), high-volume events, event allocation, publish failures, Change Data…
Build Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured…
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.
Control LLM spend and Apex governor exposure for high-traffic Agentforce agents via per-user token budgets and graceful fallback. NOT for API rate-limiting of REST endpoints.
Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding…
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 calling external REST APIs from Salesforce Flow without writing Apex: registering API specs as External Services, using generated invocable actions in Flow Builder, using…
Use when theming Lightning base components or custom LWCs with SLDS Styling Hooks — CSS custom properties such as `--slds-c-button-color-background`,…
Use when designing or implementing proactive monitoring of Salesforce org-level limits such as API call consumption, storage usage, custom object counts, or platform event…
Structure Decision elements in Flow: default outcome placement, outcome ordering, compound criteria, null-safe checks, Boolean vs Pick-list comparisons, and avoiding deep nested…
Use when designing a unified multi-channel service strategy spanning phone (Service Cloud Voice), email (Email-to-Case), chat (Messaging for In-App/Web), social, and SMS with…