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Platform Selection Guidance

Category: Engineering  ·  Sub-category: engineering-misc  ·  Last updated:
tool:salesforcetype:integration
Use when choosing which Salesforce platform capability to use for a requirement — covering metadata storage (Custom Metadata vs Custom Settings vs Custom Objects), UI framework (LWC vs Aura), integration approach (Platform Events vs Change Data Capture vs Outbound Messaging), and data extension (OmniStudio vs standard automation). Triggers: custom metadata vs custom settings, LWC vs Aura, which salesforce feature to use, platform events vs change data capture, omnistudio vs flow. NOT for automation-specific tool selection between Flow / Apex / Workflow (use admin/process-automation-selection) or for implementing the chosen platform feature.

About this skill (catalog notes)

Platform Selection Guidance is published as a SKILL.md file in this catalog. At roughly 2,395 words the SKILL.md is on the longer end of the catalog distribution.

Original author
Pranav Nagrecha
Indexed lastmod
Catalog position
Engineering · engineering-misc
Indexed related skills
10

How Platform Selection Guidance fits the catalog

Platform Selection Guidance sits in the Engineering category under the engineering-misc sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

Use this skill when the question is which Salesforce platform feature or capability class should own a requirement — not which automation tool to use within the automation surface (see admin/process-automation-selection for Flow vs Apex vs Workflow decisions), and not how to implement the chosen feature. This skill covers the broader platform-level choice: how to store configuration data, which UI framework to use for new components, which integration pattern fits a given sync requirement, and whether OmniStudio is appropriate vs. standard Salesforce tooling.

What this skill does

Platform Selection Guidance is a community-contributed Claude Code skill in the engineering-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/platform-selection-guidance/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when choosing which Salesforce platform capability to use for a requirement — covering metadata storage (Custom Metadata vs Custom Settings vs Custom Objects), UI framework (LWC vs Aura), integration approach (Platform Events vs Change Data Capture vs Outbound Messaging), and data extension (OmniStudio vs standard automation). Triggers: custom metadata vs custom settings, LWC vs Aura, which salesforce feature to use, platform events vs change data capture, omnistudio vs flow.

Who uses this skill

The Platform Selection Guidance Claude Code skill is built for software engineers, backend developers, full-stack teams, and technical leads building and maintaining production systems. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 116,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/platform-selection-guidance
curl -L https://claudskills.com/skills/platform-selection-guidance/SKILL.md \
  -o ~/.claude/skills/platform-selection-guidance/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/platform-selection-guidance/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/platform-selection-guidance/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\platform-selection-guidance\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the Platform Selection Guidance Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/platform-selection-guidance/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Platform Selection Guidance skill do?
Use when choosing which Salesforce platform capability to use for a requirement — covering metadata storage (Custom Metadata vs Custom Settings vs Custom Objects), UI framework (LWC vs Aura), integration approach (Platform Events vs Change Data Capture vs Outbound Messaging), and data extension (OmniStudio vs standard automation). Triggers: custom metadata vs custom settings, LWC vs Aura, which salesforce feature to use, platform events vs change data capture, omnistudio vs flow. NOT for automation-specific tool selection between Flow / Apex / Workflow (use admin/process-automation-selection) or for implementing the chosen platform feature.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Platform Selection Guidance skill?
Use Platform Selection Guidance when your Claude Code task falls under the Engineering category — specifically in the engineering misc area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Platform Selection Guidance" or describe the task and let Claude pick). Browse related skills at /category/engineering/.
What is a Claude Code skill and how does the Platform Selection Guidance skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Platform Selection Guidance is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Engineering category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
Pranav Nagrecha. (2026). Platform Selection Guidance [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/platform-selection-guidance/
BibTeX
@misc{platform-selection-guidance-2026,
  author    = {Pranav Nagrecha},
  title     = {Platform Selection Guidance [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/platform-selection-guidance/}
}

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