Use when Apex needs to check what the running user is, can see, or can do — via UserInfo, FeatureManagement, FeatureManagement.checkPermission, or…
Use when preparing a Salesforce metadata deployment for production and need a structured gate-check before releasing.
Execute Anonymous Apex: Developer Console, VS Code SFDX, `sf apex run`, variable scope, transaction semantics, governor limits, debugging output, common errors.
Use when building custom login pages, social SSO flows, self-registration flows, or passwordless OTP login for Experience Cloud (community) sites.
Use when setting up or auditing dedicated Salesforce integration users — including the Salesforce Integration user license, API-only profile, permission set layering, MFA waiver…
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 designing, building, or reviewing OmniStudio FlexCards — including data source selection, card states, actions, conditional visibility, flyout configuration, and child…
Use when designing or reviewing org-wide large data volume (LDV) concerns: query optimizer behavior and selectivity, custom indexes and skinny tables, sharing and ownership skew,…
Use when configuring or operating Copado Essentials deployment pipelines — including user story creation, branch management, promotion paths, conflict resolution, and choosing…
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…
Guide practitioners through opening, classifying, and escalating support cases with Salesforce Technical Support via the Help portal, including choosing the correct severity…
Canonical go-live checklist for Agentforce deployments with rehearsed rollback and stakeholder sign-off records.
Use when analyzing Experience Cloud site analytics including login metrics, member engagement, page view tracking, and content performance.
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…
Complete reference for the Salesforce record save order of execution: all 18 steps from DB load through commit, covering trigger placement, validation rule sequencing, Flow…
Einstein Search personalization: configure search result ranking, promoted results, searchable objects, and Natural Language Search (NLS) for Lightning Experience.
Use when selecting, designing, or reviewing Queueable, Batch, Future, or Schedulable Apex for callouts, large data processing, retries, or background work.
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,…
Use when setting up debug logs and trace flags, reading Apex log output and log levels, running queries in the Developer Console, executing anonymous Apex, or using the Apex…
Use when designing or auditing Salesforce access control — deciding between Profiles, Permission Sets, and Permission Set Groups.
Upload files in LWC: lightning-file-upload, manual multipart, large-file chunked upload, and ContentDocument associations. NOT for ContentDocument query patterns.
Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective.
Use when building LWCs that need to manage focus explicitly — modal dialogs, wizard flows, dynamic inserts, list updates, error summaries, and focus after async work.
Use when building custom LWC Quick Actions, Global Actions, deep links, or offline data extensions for the Salesforce Field Service (FSL) native mobile app.
Use when a SOQL query is running slowly, causing timeouts, or returning UNABLE_TO_LOCK_ROW errors in large data volume orgs.
Use when monitoring, diagnosing, or managing Batch Apex, Scheduled Apex, Queueable, and Flow scheduled jobs: Setup > Apex Jobs, AsyncApexJob queries, concurrent limits, failure…
Use when deploying permission sets, permission set groups, or profiles and encountering cross-reference errors, silent permission loss, or ordering failures.
Architecture decision framework for choosing between OmniStudio and the standard Salesforce platform (Screen Flow, LWC, Apex) for guided UI and data orchestration use cases.
Use when setting up or reviewing Lightning Web Component unit tests with Jest, including `@salesforce/sfdx-lwc-jest`, wire adapter mocks, imperative Apex mocks, async rerender…
Guidance on non-obvious runtime behaviors of Salesforce standard objects — polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger…
Use when designing or troubleshooting Apex callouts that approach governor limits: choosing between synchronous callouts, @future, Queueable, Continuation, or async chaining…
Public Sector Solutions (PSS) setup: licensing, permits, inspections, benefits, case management for government, citizen portals, and grant management.
Use when extending the NPSP Trigger-Driven Trigger Management (TDTM) framework with custom Apex handler classes — covering class authorship, DmlWrapper return patterns,…
Use when gathering, designing, or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote (with line items) to Synced Quote to Approval…
Multi-tenant isolation patterns on Salesforce: custom metadata per-tenant, permission-based feature gating, data partitioning, namespace isolation, ISV managed-package patterns.
Use when designing retry-safe integrations with Salesforce — including external ID upsert strategies, idempotency key management for inbound calls, Platform Event replay safety,…
REST API pagination for inbound and outbound integrations: Salesforce QueryMore, cursor-based, offset-based, Link header, page-size tuning, rate limit interaction.
Use when defining or reviewing test strategy for Salesforce Flow, including Flow Tests, debug runs, path coverage, test data, and explicit validation of fault paths and custom…
Use when building or maintaining Salesforce first-generation managed packages (1GP) for ISV distribution — covers namespace registration, packaging org structure,…
Use when configuring Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog configuration, TM Forum-aligned…
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 deciding whether Salesforce Connect and External Objects are the right fit for external data access, or when reviewing OData, cross-org, and custom adapter patterns,…
Use when designing or reviewing Agentforce topic structure, including topic boundaries, instruction quality, handoff rules, out-of-scope behavior, and topic-selector strategy.
Use when a Flow needs to do work that must survive the triggering transaction — post-commit notifications, callouts, audit rows, or compensating actions.
Use when designing, reviewing, or debugging Apex execution context, sharing keywords, CRUD/FLS enforcement, system-vs-user mode behavior, or secure write patterns.
Diagnose and mitigate Salesforce data skew — ownership skew (single user owns >10,000 records) and parent-child skew (>10,000 children under one parent) — that cause sharing…
Use when embedding or exposing Salesforce Flows in Experience Cloud, especially for guest or external users, `lightning-flow` usage, site runtime differences, and data-access…
Use when building, reviewing, or debugging OmniStudio Integration Procedures. Triggers: 'integration procedure', 'IP', 'HTTP action', 'DataRaptor', 'rollbackOnError',…
Use when designing or reviewing Apex actions exposed to Flow or similar orchestration layers via `@InvocableMethod`, especially around wrapper DTOs, bulk-safe list contracts, and…
Use when building or reviewing an LWC Custom Property Editor for Flow screen or action configuration, including the `configurationEditor` metadata hook, builder-side APIs,…
Migrating standard Lightning Record Page layouts (Page Layouts on the Record Detail component) to Dynamic Forms — converting fields and sections to component-level placement,…
Configure and troubleshoot Salesforce Case Escalation Rules: setting up time-based escalation entries, business hours configuration, escalation actions (email alerts and…
Migrating LWCs from Lightning Locker Service to Lightning Web Security (LWS) — flipping the org switch safely, identifying components likely to break, removing Locker workarounds…
Tableau ↔ Salesforce integration patterns: Tableau Salesforce connector, Tableau for Salesforce, CRM Analytics alternative, Data Cloud + Tableau, embedded Tableau dashboards.
Use when designing, reviewing, or debugging Salesforce Flows from an Admin perspective. Triggers: 'flow', 'automation', 'record-triggered flow', 'screen flow', 'scheduled flow',…
Use when choosing or implementing Apex test doubles with `Test.setMock`, `HttpCalloutMock`, `StaticResourceCalloutMock`, or `StubProvider`, and when designing code seams to…
Use when designing or evaluating a Data Cloud implementation architecture — covering data lake strategy (DSO/DLO/DMO layers), identity resolution rule design, activation target…
Use when implementing or reviewing Lightning Web Component navigation with `NavigationMixin`, PageReference objects, URL state, and `CurrentPageReference` across Lightning…
Custom Permissions in Apex: FeatureManagement.checkPermission, $Permission global variable, permission-set gating of feature code, Custom Permission metadata.
Strategy layer for resilient Apex HTTP callouts: bounded retry with backoff, queueable async retry chains, circuit-breaker via Platform Cache, idempotency keys, dead-letter…