SObject.clone(preserveId, isDeepClone, preserveReadonly, preserveAutonumber): shallow vs deep clone semantics, related-record replication, clone with parent repointing, autonumber…
Use when a record-triggered Flow re-fires on the same record because its own DML (or a downstream Flow's DML) re-satisfies the entry criteria — causing CPU-limit failures,…
Use when creating a new custom field on any Salesforce object: choosing field type, setting API name, configuring Field-Level Security, adding to page layouts, and deploying.
Use when selecting, designing, or reviewing Queueable, Batch, Future, or Schedulable Apex for callouts, large data processing, retries, or background work.
Decide whether an existing Apex trigger should be rewritten as a Flow, and execute the migration safely.
Roll out Shield (Platform Encryption + Event Monitoring + Field Audit Trail) end-to-end, sequencing feature enablement to avoid data lockout.
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 implementing an inbound webhook receiver in Salesforce: routing via Apex REST and Salesforce Sites, authenticating webhook payloads via HMAC, ensuring idempotent…
Provision and harden integration (API-only) users: no UI login, IP restrictions, minimum permission set, session lifetime, and monitoring. NOT for human admin account hardening.
lightning-record-picker base component (Winter '24 GA): object/record filter, displayInfo/matchingInfo, graph-ql filters, accessibility. Replaces ad-hoc lookup inputs.
Use when deciding whether a Lightning Web Component should keep the default Shadow DOM or opt into Light DOM via `static renderMode = 'light'`.
Configure the Industries Enhanced Timeline in Health Cloud to display clinical events, custom object records, and activity history on a patient or member record.
Use when forwarding Salesforce Platform Events or Change Data Capture to AWS EventBridge via Event Relay.
NavigationMixin for LWC: PageReference types (recordPage, recordRelationship, namedPage, webPage, comm__namedPage), navigate vs generateUrl, state params, Experience Cloud…
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 designing, implementing, or auditing a Change Advisory Board (CAB) process for Salesforce deployments — covering change classification (standard, normal, emergency),…
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 designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity…
Use when designing or reviewing schedule-triggered flows for recurring automation, replacement of time-based workflow patterns, bounded record selection, idempotent processing,…
Use when building, reviewing, or troubleshooting OmniStudio Calculation Procedures (also called Expression Sets) and Calculation Matrices (also called Decision Matrices).
Mapping CSV columns to Salesforce field API names for Data Loader, dataloader.io, Workbench, and custom Bulk API V2 loads.
Use when designing a strategy for multiple Experience Cloud sites within one Salesforce org, selecting a domain and URL pattern, planning shared LWC component libraries, designing…
Use when a Scheduled Flow or Record-Triggered Flow needs to process more records than Flow can safely handle in a single run.
Use when an org's overall Apex coverage is sliding toward 75% because of orphaned (uncovered, unreferenced) classes inflating the denominator.
Use when designing or reviewing OmniStudio security across OmniScripts, Integration Procedures, DataRaptors, custom LWCs, Apex actions, guest-user exposure, and outbound HTTP…
Design Agentforce testing: topic coverage, action unit tests, deterministic golden sets, adversarial prompts, and regression harness.
Use when diagnosing or preventing Apex CPU time and heap size problems, including nested-loop refactors, JSON memory pressure, string work, and `Limits.getCpuTime()` checkpoints.
Omni-Channel analytics data: agent work records, queue metrics, capacity utilization, wait time reporting. NOT for admin routing setup.
Multi-tenant isolation patterns on Salesforce: custom metadata per-tenant, permission-based feature gating, data partitioning, namespace isolation, ISV managed-package patterns.
Use when reviewing or authoring Flow logic that contains a Loop element — covers DML-in-loop / SOQL-in-loop refactors, the collect-then-DML idiom, nested loops, and loop-free…
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…
Publishing Platform Events: EventBus.publish, PublishBehavior (PublishImmediately vs PublishAfterCommit), high-volume events, event allocation, publish failures, Change Data…
Design OmniStudio Calculation Procedures and Calculation Matrices for pricing, rating, and rules-heavy scoring.
Use when configuring Salesforce Maps (formerly MapAnything) — territory planning, route optimization, live tracking, geo-grid visualizations, and check-in/check-out workflows for…
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 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 designing FlexCard actions, conditional visibility, and state that must survive navigation, refresh, or parent/child card transitions.
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.
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.
Dynamic LWC component creation using the `lwc:component` directive, lazy-loaded dynamic imports (`import()`), and runtime component resolution for conditional rendering at scale.
Use when building or reviewing Lightning Web Components — specifically lifecycle management, wire service, memory leak prevention, navigation, and Lightning Locker Service…
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 posting to a Chatter feed, creating feed comments, @mentioning users or groups, or rendering rich-text posts from Apex via the ConnectApi namespace.
Implementing resilient integration retry logic in Salesforce: exponential backoff, jitter, idempotency keys, dead-letter queues, and circuit breaker patterns for Apex callouts.
Recovering from and preventing Apex governor limit errors: proactive Limits class checkpoints, savepoint-based partial recovery, BatchApexErrorEvent scope recovery, CPU timeout…
Strategies and tooling for large-scale data deduplication in Salesforce: tuning matching rules for high-volume orgs, batch merge jobs, third-party dedup tools (DemandTools,…
Use when an LWC navigates via NavigationMixin to records or pages that may no longer exist, lack the user's access, or be permanently moved.
Use when designing fault behavior across Integration Procedures, DataRaptors, OmniScripts, and FlexCards — error routing, user-facing messaging, retry semantics, and idempotency.
Design IP-based access controls: profile login IP ranges, org-wide trusted IPs, IP relaxation per profile, and the interaction with MFA and SSO.
Use when designing or reviewing integrations between an Experience Cloud site and external systems — SSO identity providers, third-party widgets, external content sources, and…
Use when designing or building reusable Apex test data factories: @IsTest utility classes, SObject hierarchy construction, bulk data generation, portal user factories with…
Consent management architecture across Marketing Cloud and CRM: data model design, cross-system sync patterns, and compliance design for GDPR/CCPA.
Use when implementing or reviewing Lightning Web Component navigation with `NavigationMixin`, PageReference objects, URL state, and `CurrentPageReference` across Lightning…
Use when a SOQL query is running slowly, causing timeouts, or returning UNABLE_TO_LOCK_ROW errors in large data volume orgs.
Use when designing Custom Notification Types that fire via Flow, Apex, or Process Builder to Lightning bell, desktop, mobile (push), and Slack.
Use when designing or reviewing Salesforce orgs with large Opportunity and Account volumes, including archival strategy, report performance, data skew prevention, SOQL tuning for…
Use when designing, querying, or troubleshooting the Financial Services Cloud data model — including managed-package (FinServ__ namespace) and Core FSC (standard objects, no…
Migrating Aura components to LWC: feature mapping, interoperability wrappers, event translation, navigation patterns, and Aura-LWC coexistence strategies.
Use when designing or evaluating a Data Cloud implementation architecture — covering data lake strategy (DSO/DLO/DMO layers), identity resolution rule design, activation target…
Shield Event Monitoring: event log types, downloading logs via REST API and SOQL, real-time event monitoring with streaming API, and threat detection policies.