Consent management architecture across Marketing Cloud and CRM: data model design, cross-system sync patterns, and compliance design for GDPR/CCPA.
Use when building or reviewing Flow logic that processes lists of records using Loop, Assignment, Collection Filter, Collection Sort, or Transform elements.
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 building a Lightning Web Component that runs from a record page quick-action button — either a screen action that renders UI in a modal or a headless action that invokes…
Use when an LWC exposes `@api` properties, `@api` methods, or design attributes in `<targetConfig>` and you need a defensive, predictable public contract.
Use when designing, implementing, or troubleshooting Salesforce Composite API requests — covering the /composite/ resource with cross-subrequest referenceId wiring,…
Use when implementing Bulk API 2.0 REST calls, choosing between Bulk API 2.0 and legacy Bulk API v1, handling CSV format requirements for bulk ingest, paginating query job results…
Use when migrating historical Case records — including CaseComments, EmailMessages, email attachments, and related files — from a legacy system into Salesforce Service Cloud.
Convert the canonical markdown+JSON deliverable of any SfSkills runtime agent into Excel, PDF, CSV, Notion card, ServiceNow ticket, or similar downstream format WITHOUT polluting…
Use when defining or refining the tone, voice, and behavioral personality of an Agentforce agent: system instruction encoding, brand voice alignment, adaptive response formats,…
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,…
Red-team an Agentforce agent against prompt-injection and jailbreak attacks; codify test cases and guardrails.
Use when configuring Remote Site Settings to allow Apex callouts to external URLs, or when distinguishing Remote Site Settings from CSP Trusted Sites for Lightning component…
Use when embedding OmniScripts in Lightning Web Components, registering custom LWC elements inside OmniScript screens, or calling OmniScript/Integration Procedures from LWC.
Use when sending emails, in-app bell notifications, SMS, or Slack messages from Salesforce Flow. Trigger keywords: 'send email action', 'custom notification', 'bell icon', 'Send…
Use when deciding whether to implement Salesforce CPQ or stay with standard Products and Pricebooks for quoting and pricing.
Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams with one lane per actor (user, system, integration, customer), explicit decision…
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 configuring Salesforce Translation Workbench, translating custom labels, picklist values, field labels, page layout sections, or Experience Cloud language switcher.
Use when designing or reviewing SCIM-based user lifecycle provisioning into Salesforce from Okta, Azure AD / Entra, or another IdP — create/update/deactivate,…
Use when writing, auditing, or troubleshooting Salesforce Validation Rules. Triggers: 'validation rule', 'required field formula', 'rule fires unexpectedly', 'integration failing…
Author and run offline evals for Agentforce agents: fixture format, scoring rubrics, regression baselines, CI integration, prompt-change safety.
Rebate Management setup: rebate types, payout calculations, accruals, partner rebates, program setup, compliance reporting.
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 how an Agentforce agent transfers the conversation to a human agent (Omni-Channel), to another bot/agent, or to an alternate workflow — including context…
Designing HTTP error classification, RFC 7807-style error payload structure, and client-side error parsing for Salesforce REST/SOAP integrations and custom Apex REST endpoints.
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 designing credential rotation for integration users, connected apps, named credentials, and OAuth client secrets in Salesforce.
Use when deciding whether a Lightning Web Component should keep the default Shadow DOM or opt into Light DOM via `static renderMode = 'light'`.
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,…
Tracking the real-time and historical status of Salesforce metadata deployments via Metadata API checkDeployStatus, REST deployRequest polling, and the Deployment Status Setup…
Use when uploading, downloading, managing, or integrating files and documents with Salesforce — covering ContentVersion/ContentDocument, REST multipart uploads, base64 inserts,…
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.
AWS integration patterns for Salesforce — pick between Amazon AppFlow, Event Relay → EventBridge, Amazon S3 ingestion paths, and direct Apex → Lambda callouts.
Use when designing or reviewing OmniScripts for guided experiences, step structure, branching, save/resume, and the boundary between OmniScript, Integration Procedures,…
Metadata API concepts, package.xml manifest structure, retrieve and deploy workflows, what metadata types can and cannot be retrieved, deployment order dependencies, and…
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 Flow is a Platform Event publisher, subscriber, or both. Triggers: 'publish platform event from flow', 'platform-event-triggered flow', 'high-volume platform event',…
Use when configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction…
Implement drag-and-drop in LWC using HTML5 Drag and Drop API, keyboard alternatives, and accessible announcements. NOT for kanban migration from legacy Lightning.
Use when designing or evaluating a Salesforce conversational AI deployment that involves Agentforce agents, Einstein Bots, or a combination of both.
Design SOQL, filters, reporting, and indexes against Shield Platform Encryption fields. Trigger keywords: Shield Platform Encryption, encrypted field query, probabilistic vs…
Use when programmatically generating invoices, integrating payment gateways, automating credit notes, or calling Salesforce Billing Apex APIs (blng.InvoiceAPI,…
Use when implementing runtime feature toggles, emergency kill switches, or gradual rollout controls in Apex using Custom Metadata Types, Custom Permissions, or Hierarchical Custom…
Use when setting up or auditing dedicated Salesforce integration users — including the Salesforce Integration user license, API-only profile, permission set layering, MFA waiver…
Use when selecting the right automation layer (Flow, Apex, LWC) for a new feature, reviewing an existing design for technical debt, or troubleshooting a mismatched automation…
Move a Flow from sandbox to production reliably — source format, version-on-deploy semantics, deploy vs activate, dependency bundling, Change Set vs SFDX vs Unlocked vs Managed,…
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 monitoring, diagnosing, or managing Batch Apex, Scheduled Apex, Queueable, and Flow scheduled jobs: Setup > Apex Jobs, AsyncApexJob queries, concurrent limits, failure…
Picklist governance for Salesforce admins — Restricted vs Unrestricted, Global Value Sets vs local picklists, value deactivation that breaks reports, dependent picklists with…
Use when building or reviewing Apex triggers on the Opportunity object — stage-change detection, amount rollups to Account, OpportunityTeamMember sync, or OpportunitySplit…
Accept inbound webhooks (Stripe, GitHub, Slack, partner) and verify HMAC signatures in Apex REST. NOT for outbound webhooks.
Use when forwarding Salesforce Platform Events or Change Data Capture to AWS EventBridge via Event Relay.
Use when creating, assigning, or checking custom permissions to control feature access beyond CRUD and FLS.
@TestSetup method semantics: one-time creation per test class, isolation behavior, @TestVisible, System.runAs, Test.startTest/stopTest governor reset, mixed-DML boundaries.
How LWC reactivity actually works after Spring '20 (API v48+) — every class field is reactive on reassignment, but @track is still required for in-place mutation of plain…
Use when deploying Flow metadata across environments and worrying about activation order: which flow version becomes active, how paused interviews survive deploys, and how to…
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…
Guide practitioners through building Einstein Next Best Action strategies using Flow Builder, configuring Recommendation records, and surfacing recommendations via the Actions &…
Use when the user has captured Salesforce debug logs and needs forensic analysis of runtime behavior — trigger cascades, flow interviews, LWC/Aura @AuraEnabled calls,…