Plan, batch, and monitor Salesforce sharing recalculation jobs — including OWD changes, sharing rule add/remove, role hierarchy restructuring, and Apex managed share rebuild — to…
Use when designing, reviewing, or troubleshooting Salesforce Flow fault handling, error logging, and bulk-safe automation paths.
Use when designing or reviewing Salesforce Platform Cache usage in Apex, including org cache versus session cache, cache-aside patterns, invalidation, and safe key design.
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 designing or hardening external-to-Salesforce integrations that orchestrate Bulk API 2.0 ingest or query jobs: OAuth-backed job lifecycle, mandatory UploadComplete,…
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 SOQL ORDER BY behavior with NULL values surprises a query — null records sorting before non-null, paginated results inconsistent across pages, NULLS FIRST/LAST clauses…
Use when querying, mapping, or building against Salesforce CPQ managed-package objects (SBQQ__ namespace): Quote, QuoteLine, QuoteLineGroup, DiscountSchedule, PriceRule,…
Use when native Roll-Up Summary fields are not enough and the design needs Flow, Apex aggregate, or DLRS-style alternatives for lookup or advanced summary scenarios.
When and how to author Duplicate Rules and Matching Rules in B2C / Person Account orgs without breaking lead conversion, cross-object matching, or PII hygiene.
Manage Flow versions: activation policy, paused interview compatibility, cleanup cadence, and breaking-change detection.
Use when planning or executing load tests, stress tests, or performance benchmarks against a Salesforce org.
Charts and visualization in LWC: Chart.js, D3, Plotly via Static Resources; Lightning chart components; performance patterns for 10k+ data points; accessibility; SLDS theming.
Use when exporting, importing, or version-controlling OmniStudio components using DataPacks via the OmniStudio DataPacks tool or vlocity CLI.
Redact PII before it reaches Agentforce prompts, models, and logs. Trigger keywords: agentforce pii, pii redaction, data masking llm, einstein trust layer, prompt pii filter,…
Scheduled Paths in record-triggered Flow: delayed execution, time-offset from field, batch size tuning, monitoring Paused Flow Interviews, async limits.
Use when an org's overall Apex coverage is sliding toward 75% because of orphaned (uncovered, unreferenced) classes inflating the denominator.
Configure clickjack protection headers and frame-ancestors for VF pages, LWR sites, and Aura apps. NOT for CSP or Trusted URL configuration.
Use when implementing or reviewing user feedback patterns in Lightning Web Components — specifically toast messages, lightning-alert, lightning-confirm, lightning-prompt, and…
Use when configuring or troubleshooting a Salesforce B2C Commerce (SFCC) storefront — including Business Manager site creation, SFRA cartridge path setup, customer groups, search…
Investigate Salesforce login activity using LoginHistory, IdentityVerificationHistory, and Login Forensics (Event Monitoring add-on): reconstruct per-user login timelines,…
Designing Omni-Channel capacity models for service orgs: agent capacity allocation, channel weighting (cases, chats, calls), skills matrix design, overflow strategy, presence…
Use when extending the NPSP Trigger-Driven Trigger Management (TDTM) framework with custom Apex handler classes — covering class authorship, DmlWrapper return patterns,…
Use when designing, auditing, or troubleshooting Salesforce record access. Triggers: 'OWD', 'role hierarchy', 'sharing rule', 'manual sharing', 'why can't user see record', 'why…
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 preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to…
Metadata API retrieve/deploy via sf CLI and package.xml: manifest authoring, destructiveChanges, deploy options (checkOnly, testLevel, rollbackOnError), CI scripting.
Configure caching on DataRaptors and Integration Procedures to cut response times, with cache-bust and freshness guarantees. NOT for platform-level org cache.
Use when diagnosing or improving runtime performance in OmniStudio assets: slow OmniScripts, Integration Procedures with high latency, DataRaptor caching, excessive API call…
Use when validating FinancialAccount record integrity in Financial Services Cloud, detecting duplicate financial records, or reconciling FSC data against core banking and…
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…
Generating documents (PDF, DOCX, PPTX) from OmniStudio using Document Templates, OmniDataTransform token mapping, and OmniScript or Integration Procedure orchestration.
Use when writing, reviewing, or migrating Lightning Web Component templates that branch between UI states with `lwc:if`, `lwc:elseif`, and `lwc:else`, including getter-backed…
Use when bulk-loading or migrating Salesforce CPQ product catalog configuration data — SBQQ-namespaced objects including Product2, ProductOption, PriceRule, PriceAction,…
Use when deploying Salesforce CPQ (Steelbrick/SBQQ) configuration between orgs — Product Rules, Price Rules, Price Actions, Price Conditions, Option Constraints, Quote Templates,…
Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions.
Salesforce storage management: monitoring data storage vs file storage usage, diagnosing storage alerts, optimizing large text fields, choosing between Attachment and…
Use when designing or refactoring Salesforce access architecture around minimal profiles, permission sets, permission set groups, muting, and assignment governance.
Use Connect REST API for Chatter, feeds, communities, and CMS content instead of querying underlying SObjects. NOT for custom business object CRUD.
Use when diagnosing slow Experience Cloud site load times, planning CDN and caching strategy, optimizing page weight, or advising on component loading patterns for Aura and…
CI/CD pipeline patterns for Experience Cloud sites — the layer between sfdx-project metadata deploys and a working production site.
Email consent management in Marketing Cloud: configuring Subscription Centers, building Preference Centers on CloudPages, enforcing CAN-SPAM and GDPR requirements, and handling…
Salesforce Shield Field Audit Trail: configuration, retention policies, querying archived field data, compliance requirements.
Programmatically driving Salesforce Approval Processes from Apex — `Approval.process(ProcessSubmitRequest)` to submit, `ProcessWorkitemRequest` to approve / reject / reassign,…
LWC interop with non-LWC web components: consuming third-party standard custom elements in LWC, exposing LWC as custom elements externally, Shadow DOM vs native web components,…
Consumer Goods Cloud setup: visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, and image recognition.
Use when publishing or subscribing to Salesforce Platform Events from Apex, comparing Platform Events with Change Data Capture, or designing event-triggered error handling and…
Use when writing Apex to customize lead conversion: controlling which records are created, copying custom field values post-conversion, firing related record logic on convert, or…
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 writing Apex that calls Field Service Lightning scheduling APIs — AppointmentBookingService, ScheduleService, GradeSlotsService, or OAAS — to book, schedule, grade, or…
Design just-in-time elevation, break-glass accounts, and audit trails for Modify All Data / System Admin / Customize Application permissions. NOT for regular permission set design.
Use when choosing between OmniStudio (OmniScript / Integration Procedure / FlexCard / DataRaptor) and Flow / Screen Flow / Apex for a given capability.
Runtime mechanisms to disable Apex triggers without commenting out code: Custom Metadata kill switches via Trigger_Setting__mdt, Custom Permission gates via…
Use when analyzing B2C Commerce storefront metrics (conversion funnel, cart abandonment, product performance, revenue trends) via the Business Manager Reports and Dashboards app,…
Use when analyzing Experience Cloud site analytics including login metrics, member engagement, page view tracking, and content performance.
Use when enabling, configuring, or querying Salesforce field history tracking to audit changes to field values over time.
Migrate Process Builder processes to record-triggered Flows using the native Migrate to Flow tool or manual rebuild.
Flow Orchestration design patterns — multi-stage, multi-step flows where each step is itself an autolaunched flow or a screen flow assigned to a user / queue, with Work Items…
Use when designing or reviewing OmniStudio DataRaptors, especially Extract versus Turbo Extract versus Transform versus Load, field mapping strategy, performance tradeoffs, and…
Diagnose and prevent UNABLE_TO_LOCK_ROW + parent-record contention in record-triggered, scheduled, and screen flows by mapping the implicit lock chain and applying decouple…