443 Claude Code skills tagged Salesforce. Browse all third-party tool or service-related skills in the open ClaudSkills registry — free to install, one-click via the desktop app.
Showing top 200 of 443 skills, ranked by quality score.
11x.ai platform help — AI digital workers for revenue operations: Alice (AI SDR for multi-channel outbound via email, LinkedIn, SMS, WhatsApp) and Mike/Julian (AI phone agent for i
sales
Amplemarket platform help — AI-native all-in-one sales engagement with Duo AI copilot, 300M+ B2B contacts, multichannel sequences, intent signals, and deliverability suite. Use whe
sales
Attention platform help — AI-native conversation intelligence with CRM auto-update, coaching scorecards (MEDDIC/BANT/custom), real-time battlecards, follow-up automation, Ask Atten
sales
Avoma platform help — AI Meeting Assistant, Scheduler, Lead Router, Conversation Intelligence, and Revenue Intelligence modules. Use when Avoma bot not joining calls or dropping mi
sales
Bliro platform help — bot-free AI meeting assistant with CRM field-level sync, anonymous coaching, and in-person + online transcription. Use when setting up Bliro for a sales team,
sales
Bluedot platform help — bot-free AI note-taker with video recording, Chrome extension + desktop/mobile apps, Svix webhooks, screen recording with webcam overlay. Use when setting u
sales
Boomi platform help — enterprise iPaaS, 1000+ connectors, API Management, Data Hub MDM, Flow low-code builder, Event Streams, B2B/EDI, AgentStudio AI agents, MCP support. Use when
sales
ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4). Use when he
sales
Circleback platform help — AI meeting notes with action items, cross-meeting search, and webhook automation for Zoom/Meet/Teams/Slack huddles. Use when setting up Circleback for a
sales
Cirrus Insight platform help — Salesforce-native sales productivity with email/calendar sync, Meeting AI, Conversation Intelligence, Live Coaching, Smart Scheduler, and Buyer Signa
sales
Claap platform help — AI sales call recorder with no-bot recording, CRM auto-enrichment, and deal scoring. Use when configuring Claap recording on Zoom/Meet/Teams, Claap bot-free C
sales
Clay platform help — Waterfall Enrichment (150+ data providers), Claygent (AI Research Agents), Sculptor (workflow builder), Signals (job changes, intent), Audiences, Ad Sync (Link
sales
Cluely platform help — real-time AI meeting assistant with live coaching overlay, pre-call briefs, meeting notes, conversation analytics, and knowledge base RAG. Use when setting u
sales
Colibri.ai platform help — real-time transcription, AI meeting summaries, Sales Copilot with live guidance during calls, conversation analytics, legal transcription. Use when setti
sales
CRM comparison, selection, and migration strategy for startups — evaluates Attio, HubSpot, Salesforce, Folk, Pipedrive, Close, Zoho, and spreadsheets. Use when choosing a first CRM
sales
Demodesk platform help — AI-powered sales meeting platform with conversation intelligence, coaching scorecards, CRM auto-update, and autonomous AI agents. Use when setting up Demod
sales
Dialpad platform help — AI-native UCaaS + CCaaS with DialpadGPT, AI Recaps, AI Coaching Hub, contact center, voice, video, SMS, and 70+ integrations. Use when setting up Dialpad fo
sales
Fathom AI note-taker platform help — REST API for pulling meeting transcripts, summaries, action items, and CRM matches into CRMs, data warehouses, or Slack. Use when transcripts n
sales
Fellow platform help — AI meeting assistant with REST API for transcripts, agendas, action items, and meeting metadata. Use when Fellow AI notes missing action items or creating fa
sales
G2 platform help — B2B software review marketplace, review collection campaigns, buyer intent data, badges/reports, profile optimization, and API. Use when G2 reviews not coming in
sales
Gainsight platform help — CS health scores, CTAs, playbooks, success plans, Journey Orchestrator, PX in-app engagement, Staircase AI, Skilljar education, REST API. Use when health
sales
Genesys Cloud CX platform help — enterprise CCaaS with AI-powered experience orchestration, omnichannel ACD routing (voice + digital), Architect IVR/flow builder, workforce managem
sales
Gong platform help — Revenue AI OS with call recording, transcript analytics, Smart Trackers, coaching scorecards, deal boards, Gong Forecast, Gong Engage sequences, Gong Agents, R
sales
Grain AI meeting recorder platform help — REST API for transcripts, recordings, tags, action items, and video uploads (Business+), MCP Server for Claude/ChatGPT/Cursor with built-i
sales
Jamie platform help — bot-free AI meeting note-taker, REST API with personal and workspace keys, webhook automations, CRM sync to HubSpot/Salesforce/Attio, MCP server for Claude/Ch
sales
Jiminny platform help — conversation intelligence, revenue intelligence, AI notetaker, sales coaching, and automatic CRM logging. Use when setting up Jiminny call recording or tran
sales
Jitterbit platform help — AI-infused low-code iPaaS (Harmony), 400+ connectors, API Manager, App Builder, EDI, Design Studio, Integration Studio, Agent Management. Use when Jitterb
sales
Laserfocus platform help — Salesforce overlay with Stacks, table views, bulk editing, precache technology, and task management. Use when reps find native Salesforce UI too complex
sales
Laxis platform help — AI meeting intelligence with bot-free and bot-based recording, universal voice keyboard with verbal cleanup, LaxisChat AI assistant for querying meeting histo
sales
LeadIQ platform help — Chrome extension-first B2B prospecting with AI outreach writing, champion tracking, and CRM enrichment via GraphQL API. Use when captured contacts from Linke
sales
MaestroQA platform help — conversation data QA platform with customizable scorecards, AI-powered coaching workflows, conversation analytics (AskAI), reverse-ETL to CRM/Slack/data w
sales
MaxIQ platform help — AI-native revenue intelligence with EchoIQ conversation intelligence, InspectIQ pipeline visibility, ForecastIQ AI-driven forecasting, 9 AI agents (NoteTaker,
sales
MeetGeek platform help — AI meeting assistant with bot and no-bot recording, customizable AI summary templates, conversation analytics (100+ KPIs), voice agents, REST API with regi
sales
Mixmax platform help — sequences, email tracking, one-click meetings, rules engine, dialer, AI Compose, Salesforce/HubSpot integration, polls, reporting. Use when Mixmax sequences
sales
Modjo platform help — EU-native AI revenue intelligence with call scoring, CRM auto-fill, deal intelligence, AI agents, and conversation library. Use when setting up Modjo CRM sync
sales
Momentum platform help — AI revenue orchestration with automated CRM updates, Slack Deal Rooms, MEDDIC Autopilot, AI coaching, churn signals, and executive briefs. Use when Salesfo
sales
MuleSoft platform help — Anypoint Platform, API-led connectivity, Design Center, Anypoint Studio, Code Builder, Exchange, Runtime Manager, API Manager, Flex Gateway, Composer, RPA,
sales
NICE CXone (Mpower) platform help — full CCaaS with omnichannel routing, WFM, quality management, AI analytics, digital engagement, and virtual agents. Use when setting up NICE CXo
sales
Noota platform help — AI meeting assistant + recruitment automation with transcription, summaries, voice agents, email automation, and ATS/CRM sync. Use when setting up Noota recor
sales
Notta platform help — AI meeting transcription in 58 languages, Notta Bot auto-join for Zoom/Meet/Teams/Webex, Notta Brain cross-meeting AI agent, Zapier automation, CRM sync to Sa
sales
Oliv.ai platform help — AI-native revenue intelligence with modular agents (Notetaker, Meeting Insights, Deal Insights, CRM Manager, Forecaster, Coach, Deal Driver). Use when meeti
sales
Otter.ai platform help — OtterPilot auto-join, live transcription, AI summaries, AI Chat, action item extraction, Channels, Sales Notetaker, Zapier automation, CRM sync (HubSpot/Sa
sales
Outdoo (formerly MeetRecord) platform help — AI roleplay coaching, conversation intelligence, revenue intelligence, CRM automation, and hiring assessments. Use when setting up Outd
sales
Outreach platform help — sales engagement sequences, Kaia conversation intelligence, deal management, forecasting, and coaching. Use when sequences not getting replies in Outreach,
sales
People.ai (now Backstory) platform help — automatic activity capture, deal intelligence, pipeline health, revenue forecasting, MCP integration, Salesforce/Dynamics/Oracle CRM sync.
sales
Planhat platform help — Health Scores, Agentic Automation, Revenue Management, CRM Sync, Enduser Tracking, Projects, NPS, REST API, MCP Server. Use when health scores aren't reflec
sales
Proshort platform help — enablement-first conversation intelligence with contextual AI coaching, AI Roleplay, CRM auto-sync, deal risk alerts. Use when setting up Proshort call rec
sales
Qualified platform help — Piper AI SDR Agent, conversational marketing, real-time website chat, meeting booking, buyer intent Signals, Salesforce-native routing. Use when Piper not
sales
Builds automations connecting Qwilr to CRM and other tools via API, Zapier, or native integrations. Use when reps manually copy deal data into proposals, Qwilr and your CRM are out
sales
Rafiki platform help — AI-powered conversation intelligence with call recording, Smart Call Scoring (MEDDIC/BANT/SPIN), AI CRM Sync to Salesforce/HubSpot/Zoho/Pipedrive, deal intel
sales
Read.ai platform help — meeting intelligence with engagement/sentiment analytics, Search Copilot across meetings/email/chat, Ada digital twin, REST API (beta) + MCP Server (`api.re
sales
Reply.io platform help — multichannel sequences (email, LinkedIn, calls, SMS, WhatsApp), Jason AI SDR, B2B database, email warmup, deliverability tools, unified inbox, analytics, S
sales
Revenue.io platform help — Salesforce-native revenue orchestration with RingDNA dialer, Guided Selling cadences, Moments real-time coaching, conversation intelligence, and Revenue
sales
Rilla platform help — AI coaching for in-person/field sales via mobile recording, virtual ridealongs, AI transcription and analysis, scorecard customization, CRM sync (Salesforce/H
sales
Salesforce platform help — Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud, Agentforce AI, Platform (Lightning/Apex/Flow), AppExchange, and REST API (v66.0,
sales
Salesken platform help — AI-powered conversation intelligence with real-time in-call coaching, QA automation on 100% of calls, revenue intelligence with deal health and forecasting
sales
Salesroom platform help — AI-powered video conferencing built for sales with real-time coaching, buyer engagement scoring, battle cards, and CRM auto-update. Use when setting up Sa
sales
Scratchpad platform help — Salesforce-native AI workspace with call recording, AI field updates, pipeline sheets, Hygiene Monitor, and Deal Agent. Use when reps waste time manually
sales
Sembly AI meeting platform help — agentic meeting intelligence with AI-generated client deliverables (proposals, briefs, decks), Semblian AI chat, task auto-detection, 48-language
sales
Siro platform help — AI field sales coaching via mobile recording, real-time Halftime mid-call coaching, automated CRM data capture, conversation analytics, follow-up draft generat
sales
Solidroad platform help — AI-powered QA and training for CX teams. Use when reps ramping too slowly and need AI practice simulations, QA only covers 2% of conversations and you wan
sales
Sonnet AI platform help — bot-free AI meeting assistant with auto-CRM updates from conversations. Use when setting up Sonnet desktop app for device-audio recording, Sonnet CRM auto
sales
Sprout Social platform help — Publishing, Smart Inbox, Analytics, Social Listening (add-on), Influencer Marketing, Employee Advocacy, AI Assist, API, Salesforce/HubSpot/Zendesk int
sales
Superpowered platform help — bot-free AI meeting note-taker with device-audio capture, AI Templates, and CRM sync. Use when evaluating Superpowered for your team, setting up AI Tem
sales
Sybill platform help — AI sales assistant with Magic Summaries, CRM Autofill, Deal Workspace, Ask Sybill, and follow-up automation. Use when setting up Sybill CRM autofill for Sale
sales
Tableau platform help — Tableau Desktop, Tableau Cloud, Tableau Server, Tableau Prep, Tableau Pulse, Embedding API, REST API (v3.28, PAT/JWT auth, 300+ endpoints), MCP server, and
sales
Tactiq platform help — Chrome extension AI meeting note-taker with bot-free live transcription for Google Meet, Zoom, and MS Teams. Use when Tactiq transcription accuracy is poor w
sales
Talkdesk platform help — cloud contact center (CCaaS) with AI virtual agents, omnichannel routing, workforce management, and quality management. Use when setting up Talkdesk ACD ro
sales
tl;dv platform help — AI meeting note-taker with recording, transcription, CRM sync, and sales coaching. Use when configuring tl;dv recording on Zoom/Meet/Teams, tl;dv bot joining
sales
Totango platform help — SuccessBLOCs, SuccessPlays, Health Scores, Customer 360, Touchpoints, Customer Data Hub, Unison AI, Catalyst, email campaigns, REST API. Use when implementa
sales
Veloxy platform help — Salesforce-native field sales enablement with predictive intelligence, geolocation route planning, email tracking, and mobile CRM. Use when configuring Velox
sales
Vitally platform help — Health Scores, Playbooks, Projects, Automation, AI copilot, NPS, Dashboards, REST API. Use when health scores aren't reflecting reality, playbook automation
sales
Weflow platform help — Salesforce-native Revenue AI with activity capture, conversation intelligence, and deal forecasting. Use when Salesforce data is stale because reps don't upd
sales
Winn.ai platform help — real-time AI sales assistant with playbook adherence tracking, automated CRM updates, and live coaching. Use when setting up Winn.ai playbook templates for
sales
Wudpecker platform help — AI meeting note-taker with custom instructions, Ask Wudpecker AI Q&A, 39+ language transcription, Zoom/Meet/Teams bot, desktop + phone app for in-person r
sales
Yesware platform help — email tracking, campaigns, templates, Prospector, Meeting Scheduler, Salesforce integration, reporting. Use when Yesware tracking isn't showing opens, campa
sales
Bi-directional Salesforce CRM integration for sales data management
sales
Use when deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile. Triggers: 'deploy agent to we
engineering
Use when writing or auditing the conversational copy layer of a Salesforce bot or Agentforce agent: utterance authoring strategy, fallback message copy, escalation-criteria phrasin
engineering
Canonical go-live checklist for Agentforce deployments with rehearsed rollback and stakeholder sign-off records. NOT for general Salesforce release management (see release-manageme
engineering
Pre-production security checklist for Agentforce deployments: permission scope, data exposure, authentication, logging. NOT for general Salesforce security review (see security-hea
security
Use when Agentforce run costs are climbing, you need to forecast scale, or you want to reduce tokens per conversation without hurting quality. Covers topic design impact on cost, p
engineering
Author and run offline evals for Agentforce agents: fixture format, scoring rubrics, regression baselines, CI integration, prompt-change safety. Use BEFORE every prompt or tool cha
content
Use when configuring Slack-specific Agentforce capabilities AFTER the basic Slack deployment is complete: enabling Slack-native actions, managing public vs. private action scope, m
sales
System architecture for Salesforce AI governance: MLOps pipeline design, AI Audit Trail architecture, Einstein Trust Layer security design, Policy-as-Code engine, and regulatory co
engineering
Use when designing or auditing a Salesforce data architecture to support AI features — Einstein, Agentforce, Data Cloud, or custom ML models. Covers field-level data quality requir
engineering
Use when designing the architecture for AML/KYC compliance workflows on Salesforce — covering verification orchestration, third-party screening integration patterns, risk scoring d
engineering
Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters. NOT for standard Salesforce re
general
Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshoot
general
Use when bringing non-Salesforce data into CRM Analytics via the External Data API, Data Connectors, or Live Datasets. Trigger keywords: InsightsExternalData, External Data API, li
sales
Custom Permissions in Apex: FeatureManagement.checkPermission, $Permission global variable, permission-set gating of feature code, Custom Permission metadata. NOT for CRUD/FLS enfo
security
Remove hardcoded Salesforce record IDs (Profile, RecordType, User, Queue, custom) from Apex and replace with describe-API, name-based SOQL, or Custom Metadata-driven lookups. NOT f
general
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 Conso
engineering
Use when building, reviewing, or debugging inbound Apex REST resources, request/response handling, status codes, versioned URL mappings, or JSON serialization in `@RestResource` cl
engineering
Use when working with Salesforce Ids in Apex — validating Id format, detecting the target sObject type from a string Id, or safely handling 15 vs 18-character Ids. Trigger keywords
sales
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
security
Monitor and govern Salesforce API consumption: per-user limits, org allocation, lightning-rest limits, and backoff. NOT for designing new endpoints.
engineering
Use when designing a multi-system integration architecture using the three-layer API-led connectivity pattern (System, Process, Experience APIs), deciding how many layers to apply,
sales
Use when configuring, auditing, or troubleshooting API rate limits, Connected App OAuth scope restriction, Connected App IP restrictions, API session policies, or API usage monitor
security
Programmatically driving Salesforce Approval Processes from Apex — `Approval.process(ProcessSubmitRequest)` to submit, `ProcessWorkitemRequest` to approve / reject / reassign, reca
general
Use when designing, reviewing, or troubleshooting Salesforce Approval Processes. Triggers: 'submit for approval', 'approver', 'record locked', 'recall approval', 'approval step', '
general
Streams audio from Twilio Media Streams over WebSocket to AssemblyAI real-time transcription, extracting speaker-diarized transcripts with word-level timestamps. Triggers entity de
content
Migrating Classic Notes & Attachments to Salesforce Files (ContentDocument / ContentVersion / ContentDocumentLink): bulk extraction, owner and parent preservation, sharing translat
content
Use when building or maintaining automated end-to-end regression tests for Salesforce UI (Lightning, LWC, Aura, Flows), selecting a testing framework (UTAM, Provar, Selenium), hand
engineering
AWS integration patterns for Salesforce — pick between Amazon AppFlow, Event Relay → EventBridge, Amazon S3 ingestion paths, and direct Apex → Lambda callouts. Decision matrix + Ap
sales
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) Azure
sales
Use when configuring or troubleshooting a Salesforce B2C Commerce (SFCC) storefront — including Business Manager site creation, SFRA cartridge path setup, customer groups, search i
general
Architecture guidance for Salesforce FSC banking and Digital Lending: loan origination platform design, ResidentialLoanApplication data model, payment processing integration patter
engineering
Use when programmatically generating invoices, integrating payment gateways, automating credit notes, or calling Salesforce Billing Apex APIs (blng.InvoiceAPI, blng.TransactionAPI)
general
Use when designing or hardening external-to-Salesforce integrations that orchestrate Bulk API 2.0 ingest or query jobs: OAuth-backed job lifecycle, mandatory UploadComplete, pollin
security
Design OmniStudio Calculation Procedures and Calculation Matrices for pricing, rating, and rules-heavy scoring. Trigger keywords: calculation procedure, calculation matrix, rating
general
Use when migrating historical Case records — including CaseComments, EmailMessages, email attachments, and related files — from a legacy system into Salesforce Service Cloud. Cover
content
Configuring Salesforce case management: case queues, assignment rules, escalation rules, auto-response rules, Email-to-Case, Web-to-Case, case teams, entitlements, and milestones.
general
Use when designing, implementing, or auditing a Change Advisory Board (CAB) process for Salesforce deployments — covering change classification (standard, normal, emergency), requi
engineering
Use when planning, reviewing, or troubleshooting Salesforce metadata releases and admin deployment processes. Triggers: 'change set', 'deployment plan', 'rollback', 'DevOps Center'
engineering
Use when uploading, validating, or deploying a change set between Salesforce orgs through Setup UI. Trigger keywords: 'change set upload', 'validate change set', 'deploy inbound ch
engineering
Use when designing or reviewing the end-to-end stage sequence, promotion strategy, and quality gates for a Salesforce CI/CD pipeline. Trigger keywords: pipeline stages, promotion s
engineering
Deployment architecture quirks per Salesforce cloud: Industries (OmniStudio), Marketing Cloud (MC packages), Commerce Cloud, Data Cloud, Agentforce. What ships via metadata API, wh
engineering
Structured Salesforce code review for Apex, triggers, async, and tests before merge or deployment — governor limits, bulk-safe triggers, CRUD/FLS and sharing posture, meaningful te
engineering
Use when analyzing B2C Commerce storefront metrics (conversion funnel, cart abandonment, product performance, revenue trends) via the Business Manager Reports and Dashboards app, o
growth
Use when managing inventory data in Salesforce Omnichannel Inventory (OCI) — covers stock level APIs, warehouse location mapping, IMPEX bulk upload, inventory availability queries,
general
Use when migrating historical order records into Salesforce Order Management — covers the required object creation sequence (Order > OrderDeliveryGroup > OrderItem > OrderSummary),
content
Use when analyzing Experience Cloud site analytics including login metrics, member engagement, page view tracking, and content performance. Triggers: Experience Cloud site analytic
general
Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection workflows
security
Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding the
general
Composable commerce on Salesforce: headless API layer, micro-frontends, BFF pattern, CDN strategy, third-party composability over B2C/B2B Commerce. NOT for the standard B2C Storefr
engineering
Use when designing, implementing, or troubleshooting Salesforce Composite API requests — covering the /composite/ resource with cross-subrequest referenceId wiring, /composite/sobj
engineering
Author the Salesforce Configuration Workbook — the structured, reviewable handoff document an admin uses to execute a feature across Objects/Fields, Page Layouts, Profiles/PSGs, Sh
engineering
Managing OAuth policies, IP relaxation, session security, PKCE, and credential rotation for Salesforce Connected Apps. Use when hardening Connected App security, rotating client se
security
Use when designing, reviewing, or troubleshooting Salesforce connected apps, Named Credentials, External Credentials, and OAuth-based integration access. Triggers: 'connected app',
security
Email consent management in Marketing Cloud: configuring Subscription Centers, building Preference Centers on CloudPages, enforcing CAN-SPAM and GDPR requirements, and handling opt
growth
Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renew
sales
Use when designing or evaluating a Salesforce conversational AI deployment that involves Agentforce agents, Einstein Bots, or a combination of both. Triggers: Agentforce topic desi
engineering
Use when configuring or operating Copado Essentials deployment pipelines — including user story creation, branch management, promotion paths, conflict resolution, and choosing betw
sales
Use when implementing Salesforce CPQ plugin interfaces in Apex or JavaScript (JS QCP) to customize quote calculation, product search, order creation, contracting, or configuration
engineering
Use when programmatically driving Salesforce CPQ operations from Apex or REST — creating quotes, adding products, calculating pricing, saving quotes, amending contracts, or renewin
general
Use when adding, configuring, or troubleshooting custom action buttons in the Salesforce CPQ Quote Line Editor (QLE), product configurator, or amendment/renewal screens. Trigger ke
content
Use when querying, mapping, or building against Salesforce CPQ managed-package objects (SBQQ__ namespace): Quote, QuoteLine, QuoteLineGroup, DiscountSchedule, PriceRule, Subscripti
general
Use when deploying Salesforce CPQ (Steelbrick/SBQQ) configuration between orgs — Product Rules, Price Rules, Price Actions, Price Conditions, Option Constraints, Quote Templates, a
engineering
Use when deploying Salesforce CPQ configuration between environments in a CI/CD pipeline — covers the required data record dependency order (Price Books > Products > Price Rules >
engineering
Use when designing or troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating brande
general
Use when writing, reviewing, or debugging test classes for Salesforce CPQ (Steelbrick) functionality — including quote creation, price rules, contracting, ordering, and CPQ API int
engineering
Use when deciding whether to implement Salesforce CPQ or stay with standard Products and Pricebooks for quoting and pricing. Triggers: 'should we buy CPQ or use standard pricebooks
general
Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing. NOT for standard S
sales
Row-level security in CRM Analytics datasets via security predicates — SAQL filter expressions stored on the dataset that apply at query time per running user. Covers the syntax (`
security
Use when deciding between CRM Analytics (formerly Einstein Analytics / Tableau CRM) and Tableau Desktop, Tableau Server, or Tableau Cloud for a Salesforce-centric analytics require
sales
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
sales
CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline au
sales
Use when the user wants to sync marketing contacts, deals, or campaign data to Salesforce, HubSpot, Zoho, or Pipedrive, including field mapping, deduplication, and sync logging.
sales
Use when sequencing a deployment that spans multiple Salesforce clouds — Sales Cloud, Service Cloud, and Experience Cloud — and encountering reference errors, cascading metadata fa
engineering
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 registr
engineering
Use when creating a new custom field on any Salesforce object: choosing field type, setting API name, configuring Field-Level Security, adding to page layouts, and deploying. Trigg
security
Use when standard Salesforce indexes are insufficient for query performance on high-volume objects: requesting custom indexes via Salesforce Support for standard fields, deploying
general
Custom Labels for i18n, configuration strings, and UI text: translation workbench, Apex System.Label, LWC @salesforce/label imports, 1,000-char limit. NOT for custom settings or cu
content
Use when designing deployable Salesforce configuration with Custom Metadata Types, especially when choosing between CMTs, Custom Settings, and Custom Objects, protecting packaged d
security
Use when designing Custom Notification Types that fire via Flow, Apex, or Process Builder to Lightning bell, desktop, mobile (push), and Slack. Covers channel enablement, targeting
general
Implement GDPR/CCPA data subject rights (access, deletion, rectification) using Salesforce Privacy Center and/or custom workflow. NOT for general backup or org-level data retention
tools
Designing a customer experience measurement strategy using CSAT, NPS, and CES metrics in Salesforce Feedback Management: metric selection, survey timing, Feedback Management licens
sales
Use when planning how to archive aging Salesforce records to reduce storage costs, maintain query performance, and meet retention policies. Covers Big Object archival, external sto
engineering
Classify Salesforce fields by data sensitivity and compliance category using the four built-in classification attributes (SecurityClassification, ComplianceGroup, BusinessOwnerId,
security
Use when designing or managing Data Model Objects (DMOs) in Salesforce Data Cloud — covers DMO schema design, subject area governance, data relationships between DMOs, XMD (extende
general
Step-by-step guidance for configuring Data Cloud data streams: connecting source connectors, mapping Data Lake Objects (DLOs) to Data Model Objects (DMOs), enabling identity resolu
general
Use when implementing or troubleshooting the Salesforce Data Cloud Ingestion API — covers streaming ingestion (near-real-time micro-batches), bulk ingestion (CSV-based full-replace
growth
Use when choosing or explaining how Salesforce Data Cloud (Data 360) and CRM Analytics (Tableau CRM / Einstein Analytics) fit together versus overlap — unified data platform vs ana
engineering
Use when planning, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates. Triggers: 'Data Loader', 'Data Import Wizard', 'Bulk API', 'upsert', 'cutove
engineering
Mapping CSV columns to Salesforce field API names for Data Loader, dataloader.io, Workbench, and custom Bulk API V2 loads. Covers header normalization, missing/extra-column behavio
general
When and how to pre-validate a CSV against Salesforce picklist rules and record-type assignments BEFORE running a Data Loader / Bulk API insert or upsert — restricted picklists, re
general
Use when planning, reviewing, or troubleshooting a Salesforce data migration — covering tool selection (Data Loader, Bulk API 2.0, MuleSoft, Informatica, Jitterbit), migration sequ
engineering
Use when designing, reviewing, or troubleshooting Salesforce object relationships and field type choices — lookup vs master-detail, junction object modeling, indexing strategy, and
general
Use when a BA or admin needs to document the Salesforce data model: creating field inventories, object relationship maps, ER diagrams, or analyzing field usage across objects. Trig
general
Patterns for reconciling Salesforce data with external systems: count-level, field-level, and record-level reconciliation, external ID upsert patterns, Change Data Capture for delt
general
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 recalc
general
Salesforce storage management: monitoring data storage vs file storage usage, diagnosing storage alerts, optimizing large text fields, choosing between Attachment and ContentDocume
engineering
Deployment automation architecture on Salesforce: pipeline orchestration, branch strategy, environment topology, quality gates, release trains. Selecting between Copado, Gearset, F
engineering
Use when a Salesforce metadata deployment fails and you need to diagnose and fix the error. Trigger keywords: 'deployment failed', 'component failure', 'dependent class is invalid'
engineering
Tracking the real-time and historical status of Salesforce metadata deployments via Metadata API checkDeployStatus, REST deployRequest polling, and the Deployment Status Setup page
engineering
Use when a practitioner needs to classify the risk level of an upcoming Salesforce deployment, define rollback trigger conditions, or assign decision authority before the release w
engineering
Managing destructiveChanges.xml manifests for safe metadata deletion in Salesforce deployments. Use when deleting metadata components via Metadata API or sf CLI. Covers pre vs post
engineering
Use when setting up, managing, or troubleshooting a Salesforce DevOps Center pipeline — including pipeline stages, work items, bundles, promotions, conflict resolution, and GitHub
engineering
Use when authoring, reviewing, or maintaining Salesforce DevOps operational documents — runbooks, environment matrices, deployment guides, and post-deploy validation checklists. Tr
engineering
Use when gathering or evaluating requirements for a Salesforce Commerce Cloud digital storefront — including branding strategy, content management approach, personalization, mobile
growth
Generating documents (PDF, DOCX, PPTX) from OmniStudio using Document Templates, OmniDataTransform token mapping, and OmniScript or Integration Procedure orchestration. Use when bu
general
Uses the DocuSign eSignature REST API SDK to programmatically create envelope definitions with conditional routing rules based on contract value thresholds. Signers are resolved fr
general
Use when designing, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance. Triggers: 'duplicate rule', 'matching rule
general
Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau should be used for analytics, or when reviewing and troubleshooting basic CRM Analytics designs. Triggers: '
general
Use when designing conversational AI architecture on Salesforce: Einstein Bot dialog design, Agentforce Agent topic planning, intent models, NLU training strategy, bot-to-agent han
engineering
Einstein Prediction Builder for creating custom binary classification predictions on Salesforce objects: field selection, training data requirements, model activation, score embedd
general
Use when designing, reviewing, or troubleshooting Salesforce email templates, email alerts, and declarative notification design. Triggers: 'Lightning Email Template', 'email alert'
growth
Configuring Salesforce Email-to-Case: Standard vs On-Demand mode selection, routing address setup, email threading via Lightning tokens, auto-response rules, attachment limits, and
general
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 releas
tools
Configure and troubleshoot Salesforce Case Escalation Rules: setting up time-based escalation entries, business hours configuration, escalation actions (email alerts and reassignme
general
Use when choosing between Salesforce event-driven mechanisms — Platform Events, Change Data Capture (CDC), Streaming API (PushTopic), and Outbound Messages — to determine which pat
engineering
Use when forwarding Salesforce Platform Events or Change Data Capture to AWS EventBridge via Event Relay. Covers Named Credential + Connection setup, channel selection, event filte
sales
Use when setting up CMS workspaces, creating or publishing content types for Experience Cloud sites, managing content scheduling, or configuring audience targeting on content varia
content
Use when designing or reviewing integrations between an Experience Cloud site and external systems — SSO identity providers, third-party widgets, external content sources, and beha
sales
Configure SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure. Triggers: 'configure SEO for community site'
growth
Sync Fathom meeting data to CRM and build automated follow-up workflows. Use when integrating Fathom with Salesforce, HubSpot, or custom CRMs, or creating automated post-meeting em
general
Use when designing, reviewing, or troubleshooting Salesforce Flow fault handling, error logging, and bulk-safe automation paths. Triggers: 'fault connector', '$Flow.FaultMessage',
general
Use when adopting or working with the fflib (Apex Enterprise Patterns) open-source library — UnitOfWork, SObjectDomain, SObjectSelector, and Service layer classes — in a Salesforce
general
Salesforce Shield Field Audit Trail: configuration, retention policies, querying archived field data, compliance requirements. NOT for field history tracking (use field-history-tra
security