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 planning or executing a migration from change-set-based deployments to Salesforce DX source-driven development.
Use when designing or reviewing schedule-triggered flows for recurring automation, replacement of time-based workflow patterns, bounded record selection, idempotent processing,…
Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing.
Use when designing fault behavior across Integration Procedures, DataRaptors, OmniScripts, and FlexCards — error routing, user-facing messaging, retry semantics, and idempotency.
Use when building, debugging, or architecting a custom activity, custom split activity, or custom entry source for Marketing Cloud Journey Builder.
Use when establishing operational standards for a Salesforce Flow portfolio, including naming conventions, ownership, version discipline, retirement of stale flows, and release…
Use when migrating an org from the Vlocity managed package (vlocity_ins, vlocity_cmt, vlocity_ps) to native OmniStudio.
Use when designing or reviewing Salesforce GraphQL API usage, especially endpoint selection, field shaping, connection-based pagination, LWC wire adapters, and GraphQL vs REST…
Use when managing inventory data in Salesforce Omnichannel Inventory (OCI) — covers stock level APIs, warehouse location mapping, IMPEX bulk upload, inventory availability…
Use when designing or reviewing Lightning Web Components for DOM safety, Lightning Web Security boundaries, third-party library handling, and secure server-side data access from…
Use when designing or building reusable Apex test data factories: @IsTest utility classes, SObject hierarchy construction, bulk data generation, portal user factories with…
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.
Flow resource types and when to use each: Variables, Collection Variables, Constants, Formulas, Text Templates, Choices, Stages, Picklist Choice Sets, Record Choice Sets.
Use when planning or executing load tests, stress tests, or performance benchmarks against a Salesforce org.
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 Flow Orchestration for long-running, multi-user, or asynchronous business processes with stages, steps, work items, and monitoring needs.
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…
Author @InvocableMethod Apex classes that Flow can call as Actions. Design the input / output variable contract, bulk semantics (one list in, one list out), null handling, and…
Monitor and govern Salesforce API consumption: per-user limits, org allocation, lightning-rest limits, and backoff. NOT for designing new endpoints.
Runtime mechanisms to disable Apex triggers without commenting out code: Custom Metadata kill switches via Trigger_Setting__mdt, Custom Permission gates via…
Use when diagnosing where Apex transactions spend CPU, heap, SOQL, or DML time using the Salesforce diagnostic toolchain: Apex Log Analyzer flame graphs in VS Code, Developer…
Use when writing or auditing the conversational copy layer of a Salesforce bot or Agentforce agent: utterance authoring strategy, fallback message copy, escalation-criteria…
Education Cloud (EDA — Education Data Architecture) setup: student success hub, advisor workflows, enrollment management, academic data model.
Cross-object DML in Flow: updating parent from child or child from parent via Get/Update Records, lookup traversal in formulas, and bulkification.
Salesforce Shield Field Audit Trail: configuration, retention policies, querying archived field data, compliance requirements.
Use when designing or reviewing list views, compact layouts, highlights panels, and search-result presentation so users can scan, find, and act on records quickly across desktop…
Use when migrating an existing Einstein Bot (legacy or Enhanced) to Agentforce: feature mapping, conversation design translation, cutover planning, hybrid bot/agent architecture,…
Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management.
Configure clickjack protection headers and frame-ancestors for VF pages, LWR sites, and Aura apps. NOT for CSP or Trusted URL configuration.
Designing high availability and disaster recovery strategies for Salesforce: Trust site monitoring, backup strategies, cross-region considerations, business continuity planning,…
Migrate classic Visualforce-based OmniScripts to LWC-based runtime with feature parity and regression testing. NOT for new OmniScript design.
Use when writing Apex that validates, extracts, or transforms strings with Pattern/Matcher or String regex methods.
Use when re-assigning record OwnerId across many records — territory realignment, employee departure, region split, integration cleanup.
Database.Savepoint / Database.rollback for partial-transaction undo: placement rules, ID reset, limit counters, nested savepoints, rollback after callout.
Use when building or debugging a browser-based CTI softphone adapter using the Salesforce Open CTI JavaScript API — covers callcenter.xml definition, Lightning utility item…
Salesforce storage management: monitoring data storage vs file storage usage, diagnosing storage alerts, optimizing large text fields, choosing between Attachment and…
Use when gathering or evaluating requirements for a Salesforce Commerce Cloud digital storefront — including branding strategy, content management approach, personalization,…
Set and enforce performance budgets for Lightning Web Components: bundle-size limits per component, LCP/INP field targets, wire-adapter count caps, and CI-gate configuration using…
Assessing metadata type coverage across Salesforce deployment channels (Metadata API, SFDX, unlocked packages, managed packages) and mapping component dependency graphs using…
Use when building, reviewing, or troubleshooting a custom Lightning Web Component that runs inside a Flow screen element, covering @api props exposed to Flow,…
Design guidance for program outcome measurement in Salesforce nonprofit orgs: logic model structure, indicator taxonomy, impact reporting design, and grant compliance reporting…
Use when choosing between DML statements and Database class methods, handling partial success, managing savepoints, or using Database.DMLOptions for assignment rules and duplicate…
Service-specific AI features in Service Cloud: Case Classification setup and optimization, Article Recommendations configuration, Reply Recommendations, Work Summary (After-Visit…
Dependent picklists in Salesforce: controlling field (picklist or checkbox), dependent picklist, valueSettings matrix in metadata, API behavior via SOAP/REST, LWC…
Migrating Classic Knowledge (KnowledgeArticleVersion / Article Types) to Lightning Knowledge (Knowledge__kav with record types): article-type-to-record-type mapping,…
Lead data import quality and deduplication strategy: matching rule design for Leads, Data Import Wizard dedup behavior, Web-to-Lead data quality controls, cross-object…
Author NULL-safe, type-correct, performance-aware Formula resources and condition expressions in Flow: lazy re-evaluation, BLANKVALUE/ISBLANK guards, ISPICKVAL vs =,…
Use when configuring delegated administration to allow non-system-admin users to manage specific user groups, reset passwords, assign permission sets, or administer custom…
Version Prompt Templates and agent topic prompts: source-control shape, change review, model-version pinning, A/B, and rollback.
Use when designing or reviewing Flow custom property editor patterns for screen components or actions, including when Flow Builder needs guided design-time configuration, generic…
Use when writing, reviewing, or troubleshooting Apex that risks hitting Salesforce governor limits. Triggers: 'too many SOQL queries', 'too many DML statements', 'CPU time limit',…
Use when picklist data quality has degraded: unrestricted picklists accepting garbage API values, dependent picklist relationships bypassed by integrations, record type picklist…
Use when implementing Salesforce CPQ plugin interfaces in Apex or JavaScript (JS QCP) to customize quote calculation, product search, order creation, contracting, or configuration…
Use when uploading, downloading, managing, or integrating files and documents with Salesforce — covering ContentVersion/ContentDocument, REST multipart uploads, base64 inserts,…
AWS integration patterns for Salesforce — pick between Amazon AppFlow, Event Relay → EventBridge, Amazon S3 ingestion paths, and direct Apex → Lambda callouts.
Configure and manage Field Service Lightning work orders: work types, work order line items, service appointments, status flow, and auto-creation via maintenance plans.
Use when DataRaptor Transform operations are slow, hit governor limits, or use Apex where formula fields would suffice.
Charts and visualization in LWC: Chart.js, D3, Plotly via Static Resources; Lightning chart components; performance patterns for 10k+ data points; accessibility; SLDS theming.