Revenue Intelligence setup: pipeline inspection, deal insights, forecast accuracy analytics, Einstein analytics for sales leaders.
Use when designing deployable Salesforce configuration with Custom Metadata Types, especially when choosing between CMTs, Custom Settings, and Custom Objects, protecting packaged…
Use when migrating donation or gift history into Salesforce NPSP using the NPSP Data Importer (BDI) — covers DataImport__c staging, payment mapping, soft credit creation via…
Export large Salesforce datasets to a lakehouse via Bulk API 2.0, CDC streams, or Salesforce Data Pipelines. NOT for ad-hoc exports.
Use when designing the full environment topology for a Salesforce program — selecting which org types to provision, how many, and how they map to your branching strategy and…
Architecture-layer guidance for securing Salesforce integrations: mTLS mutual authentication, OAuth 2.0 flow selection, API gateway placement, IP allowlisting strategy on…
Configure record visibility for external users (Customer Community, Customer Community Plus, Partner Community) using External OWDs, Sharing Sets, and external sharing rules.
Named Credentials and External Credentials configuration for secure outbound callouts: per-user vs per-org authentication, legacy vs enhanced Named Credentials, external…
Use when choosing or implementing Apex test doubles with `Test.setMock`, `HttpCalloutMock`, `StaticResourceCalloutMock`, or `StubProvider`, and when designing code seams to…
Use when configuring or operating Copado Essentials deployment pipelines — including user story creation, branch management, promotion paths, conflict resolution, and choosing…
Use when evaluating which Salesforce features are available in a given org edition, determining whether a planned solution requires an add-on license, or investigating why a…
Use when designing or reporting on Salesforce Service Cloud service metrics — covers the Case, Entitlement, and CaseMilestone object model, MTTR derivation via…
Migrating Classic email templates (Text, HTML with Letterhead, Custom HTML, Visualforce email) to Lightning Email Templates (LET) and the Email Template Builder.
Manage Flow versions: activation policy, paused interview compatibility, cleanup cadence, and breaking-change detection.
When to use: active or suspected Salesforce org compromise, unauthorized access investigation, attacker containment, forensic evidence collection from EventLogFile/LoginHistory,…
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 designing conversational AI architecture on Salesforce: Einstein Bot dialog design, Agentforce Agent topic planning, intent models, NLU training strategy, bot-to-agent…
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 invoking auto-launched Flows from Apex (Flow.Interview), from external systems via REST API, from Platform Events, or from other Flows (subflow element).
Render only visible rows for long lists (1k+ rows) using intersection observer or lightning-datatable virtual scroll. NOT for simple lists under 100 rows.
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',…
Sales-specific AI features in Sales Cloud: Einstein Opportunity Scoring setup and optimization, Einstein Activity Capture configuration, AI email generation, Pipeline Inspection…
Programmatically driving Salesforce Approval Processes from Apex — `Approval.process(ProcessSubmitRequest)` to submit, `ProcessWorkitemRequest` to approve / reject / reassign,…
Diagnose and fix runtime errors in Lightning Web Components including wire adapter failures, shadow DOM boundary violations, event propagation mistakes, async rendering timing…
Use when designing or reviewing multi-step Apex orchestration that spans multiple transactions, checkpoints state across async boundaries, or recovers from partial failure in a…
Use when designing or reviewing Lightning Web Components for the Salesforce mobile app, mobile device capabilities, or offline-aware behavior.
Use when an LWC needs to react to events that happen in another browser tab — record updates, login state, draft autosave, console-tab navigation.
Monitor and govern Salesforce API consumption: per-user limits, org allocation, lightning-rest limits, and backoff. NOT for designing new endpoints.
Use when enabling, configuring, or querying Salesforce field history tracking to audit changes to field values over time.
Canonical go-live checklist for Agentforce deployments with rehearsed rollback and stakeholder sign-off records.
Runtime mechanisms to disable Apex triggers without commenting out code: Custom Metadata kill switches via Trigger_Setting__mdt, Custom Permission gates via…
Charts and visualization in LWC: Chart.js, D3, Plotly via Static Resources; Lightning chart components; performance patterns for 10k+ data points; accessibility; SLDS theming.
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…
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 grounding an Agentforce agent with Data Cloud retrievers, DMO selection, chunking, and freshness windows.
Use when an OmniScript must persist mid-flow state across refresh, navigation, multi-device resume, or abandonment recovery.
Control LLM spend and Apex governor exposure for high-traffic Agentforce agents via per-user token budgets and graceful fallback. NOT for API rate-limiting of REST endpoints.
Use when setting up, managing, or troubleshooting a Salesforce DevOps Center pipeline — including pipeline stages, work items, bundles, promotions, conflict resolution, and GitHub…
Use when designing or reviewing Salesforce multi-currency behavior, especially irreversible activation, `CurrencyIsoCode`, `convertCurrency()`, dated exchange rates, and Advanced…
Use when writing, reviewing, or troubleshooting Apex queries that may expose SOQL injection or CRUD/FLS issues.
Upload files in LWC: lightning-file-upload, manual multipart, large-file chunked upload, and ContentDocument associations. NOT for ContentDocument query patterns.
Use when theming Lightning base components or custom LWCs with SLDS Styling Hooks — CSS custom properties such as `--slds-c-button-color-background`,…
Azure integration patterns for Salesforce — pick between the native Azure Service Bus Connector, Azure Functions / API Management as the callout target, Data 360 (Data Cloud)…
Use when designing or evaluating Salesforce CPQ subscription lifecycle architecture: amendment flow, renewal automation, co-termination design, or billing integration at the…
Use when adding, configuring, or troubleshooting custom action buttons in the Salesforce CPQ Quote Line Editor (QLE), product configurator, or amendment/renewal screens.
Implement environment-safe feature flags using Custom Metadata Types for Apex, LWC, and Flow. NOT for user-level entitlements or permission sets.
Use when creating, reviewing, or troubleshooting Prompt Builder templates (Field Generation, Record Summary, Sales Email, or Flex types), including grounding with merge fields,…
Polymorphic SOQL with TYPEOF: querying Task.WhatId, Task.WhoId, ContentDocumentLink.LinkedEntityId, FeedItem.ParentId; fallback to Type filters; indexing and selectivity.
Use when debugging or preventing recursive Apex trigger behavior, especially around self-DML, static guard flaws, Set<Id>-based deduplication, and legitimate re-entry scenarios.
Design Invocable Apex actions that return deterministic, agent-friendly errors instead of surfacing raw exceptions to the LLM.
Use when building, reviewing, or debugging outbound Apex HTTP callouts, Named Credentials, request/response handling, timeout behavior, or mock-based tests.
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 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 creating test data for scratch orgs, sandboxes, or CI pipelines: Apex @testSetup factories, sf data import tree plans, CumulusCI datasets, Snowfakery.
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 setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection…
Use when designing or reviewing Lightning Web Components for slow initial load, heavy rerenders, large-list rendering, payload reduction, and lazy instantiation choices such as…
Use when implementing or reviewing user feedback patterns in Lightning Web Components — specifically toast messages, lightning-alert, lightning-confirm, lightning-prompt, and…
Use when creating a new Salesforce custom object: naming the object and setting its API name, selecting optional features (Activities, Chatter, History Tracking), choosing an…
Use when a Lightning Web Component needs to escape shadow DOM isolation so Experience Cloud / LWR sites can be SEO-indexed, a third-party library can walk the DOM, global styling…