Data & Analytics

pranavnagrecha Bundle

Use when configuring or operating the native Salesforce Data Export Service (Setup → Data Export) — weekly or monthly CSV export, attachment inclusion, file-size split, the 48-hour download window, and the gap between this free utility and the paid Salesforce Backup and Restore product. Triggers: 'data export service', 'weekly export', 'export attachments', 'data export 48 hour download', 'data export missing objects', 'is weekly export a backup'. NOT for the paid Salesforce Backup and Restore product (use that as a separate tool), NOT for Bulk API extraction (use data/bulk-api-patterns), NOT for HA/DR architecture (use architect/ha-dr-architecture).

pranavnagrecha Bundle

Convert the canonical markdown+JSON deliverable of any SfSkills runtime agent into Excel, PDF, CSV, Notion card, ServiceNow ticket, or similar downstream format without adding dependencies to the consumer's project. NOT for an Agentforce action's output — use agentforce/agent-actions. NOT for exporting Salesforce data — use integration/bulk-api-2-patterns.

pranavnagrecha Bundle

Use this skill when selecting or configuring Salesforce data load tools: Data Loader, Data Import Wizard, Workbench, Salesforce Inspector, or Salesforce CLI for import/export. Trigger keywords: data loader configuration, import wizard, bulk data load, workbench SOQL, salesforce inspector, data export, csv import salesforce, data migration tool selection. NOT for mapping CSV columns to field API names — use data/data-loader-csv-column-mapping. NOT for coding a Bulk API 2.0 job and retrieving its failed records — use data/bulk-api-and-large-data-loads.

pranavnagrecha Bundle

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, live dataset, remote connection, Snowflake connector, BigQuery connector, Tableau Bridge, external CSV upload, analytics connector. NOT for Salesforce object sync, sync schedules, or sync errors in Data Manager — use admin/analytics-data-manager. NOT for importing data into Salesforce objects themselves — use admin/data-import-and-management.

pranavnagrecha Bundle

Use when managing inventory data in Salesforce Omnichannel Inventory (OCI) — covers stock level APIs, warehouse location mapping, IMPEX bulk upload, inventory availability queries, reservation management, and reorder point design. NOT for Field Service van stock, ProductItem and ProductTransfer — use admin/fsl-inventory-management. NOT for designing OCI integration and split-order fulfillment routing — use architect/order-management-architecture.

pranavnagrecha Bundle

Use this skill when designing or building CRM Analytics Data Prep recipes — including node selection, join patterns, bucket field configuration, formula expressions, and scheduling. Triggers: 'build a recipe', 'join datasets in analytics', 'bucket a measure field', 'schedule a recipe', 'data prep transformation'. NOT for dataflow JSON and its node types — use admin/analytics-dataflow-development. NOT for tuning a slow or oversized dataset — use data/analytics-dataset-optimization.

pranavnagrecha Bundle

Configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) - program delivery, cohort setup, service scheduling, service delivery recording, and attendance tracking for beneficiaries. Trigger keywords: program management module, PMM, Program__c, ProgramEngagement__c, ServiceDelivery__c, cohort setup, bulk service delivery, service schedule, service participant. NOT for designing which outcomes and indicators to measure - use admin/program-outcome-tracking-design. NOT for NPSP donor, household and giving-rollup data - use data/nonprofit-data-architecture.

pranavnagrecha Bundle

Use this skill when building Salesforce reports and dashboards on FSL operational data: job completion metrics, travel time analytics, first-time fix rate, utilization, and service performance. Trigger keywords: FSL reporting, ServiceAppointment reports, ActualDuration ActualTravelTime, first-time fix rate custom field, FSL utilization metrics. NOT for loading the WorkOrder and ServiceAppointment records you want to report on — use data/fsl-work-order-migration. NOT for CRM Analytics / Field Service Intelligence dashboards — use admin/analytics-dashboard-design.

pranavnagrecha Bundle

Use this skill when bulk-importing Knowledge articles into Salesforce from an external source using the ZIP-based import mechanism. Trigger keywords: knowledge import, article import, migrate help center, bulk upload articles, CSV article import, knowledge base migration. NOT for converting existing Classic article types to Lightning Knowledge — use admin/knowledge-classic-to-lightning. NOT for Knowledge setup, record types, data categories and publishing workflow — use admin/knowledge-base-administration.

pranavnagrecha Bundle

Use this skill when editing CRM Analytics dashboard JSON directly to implement advanced bindings, custom SAQL/SOQL step queries, layout changes, step parameters, or cross-widget interactions. Trigger keywords: dashboard JSON, SAQL step, binding syntax, mustache binding, dashboard REST API, widget layout, step limit, datasetId, datasetVersionId. NOT for building the dashboard in the builder UI or picking chart types — use admin/analytics-dashboard-design. NOT for writing or tuning the SAQL itself — use admin/saql-query-development.

pranavnagrecha Bundle

Use this skill to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built. Trigger keywords: KPI definition CRM Analytics, analytics metric design, analytics target attainment, CRM Analytics measures vs dimensions, analytics benchmark. NOT for laying out the dashboard or lens itself — use admin/analytics-dashboard-design. NOT for scoping data sources, audiences, and drill-down paths — use admin/analytics-requirements-gathering.

pranavnagrecha Bundle

Use when implementing or auditing data governance controls for CRM Analytics (Tableau CRM / Wave Analytics): dataset lineage tracing, access audit logging, data classification handling, and retention management. Trigger keywords: CRM Analytics audit, dataset lineage, event monitoring analytics, access logging Wave, data classification propagation, analytics retention, GDPR analytics datasets, analytics compliance. NOT for row-level security predicate design across datasets — use architect/analytics-security-architecture. NOT for sharing an app or assigning Analytics licenses — use admin/analytics-permission-and-sharing. NOT for org-wide data governance outside Analytics — use data/data-quality-and-governance.

pranavnagrecha Bundle

Use when transforming structured data inside Apex — CSV → JSON, XML → SObject list, JSON → flattened CSV, or schema-mapping a third-party payload to a Salesforce model — and the existing options (`JSON.deserialize`, `Dom.Document` traversal) are too fragile. NOT for MuleSoft Anypoint DataWeave running off-platform (use architect/mulesoft-anypoint-architecture) — use apex/apex-json-serialization.

pranavnagrecha Bundle

Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau is the right level of analytics tooling, and when reviewing or troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for a detailed CRM Analytics vs Tableau licensing and platform comparison — use architect/crm-analytics-vs-tableau-decision. NOT for building the app, lenses and datasets — use admin/crm-analytics-app-creation.

pranavnagrecha Bundle

Use when a report or dashboard is slow, timing out, hitting row limits, or consuming excessive system resources on large-volume objects — covers selective filter strategy, custom report type optimization, async report execution via Analytics API, dashboard refresh scheduling, and grouping/aggregation tuning. Triggers: 'report times out', 'report is slow', 'dashboard not refreshing', 'report row limit hit', 'too many report results'. NOT for CRM Analytics / Tableau CRM performance (separate skill). NOT for sharing-model or visibility issues causing missing rows (use admin/sharing-and-visibility). NOT for building or designing reports from scratch (use admin/reports-and-dashboards-fundamentals).

pranavnagrecha Bundle

Use this skill when customizing CRM Analytics dataset field metadata via the XMD (Extended Metadata) REST API, or augmenting recipes with external non-Salesforce data: field labels, display formats, measures vs dimensions, main XMD PATCH. Trigger keywords: XMD field labels, CRM Analytics main XMD update, dataset field formatting wave, analytics external data augmentation, WaveXmd REST API. NOT for recipe node transformation logic — use admin/analytics-recipe-design. NOT for dataflow node types or SOQL extraction — use admin/analytics-dataflow-development.

pranavnagrecha Bundle

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 Lead-to-Contact fuzzy dedup, and enrichment patterns. Use when importing leads from CSV/list files, configuring duplicate detection for incoming leads, diagnosing why duplicate leads are bypassing rules, or designing web form data quality workflows. Triggers: leads from a trade show import are creating duplicates, web-to-lead form submissions are bypassing duplicate rules, deduplicating leads against existing contacts before conversion, setting up matching rules for lead imports. NOT for Data Loader mechanics or Bulk API setup (use data/bulk-api-patterns). NOT for large-scale merge execution across millions of records (use data/large-scale-deduplication). NOT for post-conversion record merge behavior (use data/record-merge-implications).

pranavnagrecha Bundle

Use when creating test data for scratch orgs, sandboxes, or CI pipelines: Apex @testSetup factories, sf data import tree plans, CumulusCI datasets, Snowfakery. NOT for production data migration or ETL pipelines — use data/data-migration-planning.

pranavnagrecha Bundle

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, polling JobComplete/Failed, CSV upload sizing, locator pagination for query results, partial-failure retry, and ordered multi-job loads (parent before child). Trigger keywords: bulk ingest job stuck in Open, retry only failed bulk rows, poll Bulk API 2 job status, Sforce-Locator pagination, multipart bulk ingest vs CSV upload. NOT for Bulk API 1.0 SOAP jobs (use data/bulk-api-patterns v1 sections), NOT for choosing batch vs real-time architecture alone (use integration/real-time-vs-batch-integration), NOT for low-level REST field/csv mechanics without integration context (use data/bulk-api-patterns).

pranavnagrecha Bundle

Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters. NOT for standard Salesforce reports and dashboards — use admin/reports-and-dashboards-fundamentals. NOT for hand-editing dashboard JSON or a SAQL step — use admin/analytics-dashboard-json.

pranavnagrecha Bundle

Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, app sharing, and the row-level security that gates whether users see any data. NOT for choosing Reports vs CRM Analytics vs Tableau — use admin/einstein-analytics-basics. NOT for security predicate syntax, sharing inheritance or Analytics license assignment — use admin/analytics-permission-and-sharing.

pranavnagrecha Bundle

Use when bulk-migrating financial account data into Salesforce FSC — FinancialAccount, FinancialHolding, FinancialAccountRole, FinancialAccountTransaction, and balance history records. Trigger keywords: ETL load FSC, migrate holdings, bulk insert financial accounts, data migration rollup lock, FinancialAccountBalance import. NOT for configuring account types, roles and household rollup in Setup — use admin/financial-account-setup. NOT for the FinServ object graph and SOQL reference — use data/fsc-data-model.

pranavnagrecha Bundle

Omni-Channel analytics data: agent work records, queue metrics, capacity, wait times. Triggers: Omni-Channel reporting, agent work metrics, queue wait time. NOT for routing/capacity admin setup — use admin/omni-channel-routing-setup. NOT for capacity modeling architecture — use architect/omni-channel-capacity-model.

pranavnagrecha Bundle

Use when an ISV partner needs usage telemetry for an AppExchange managed package — activating AppExchange App Analytics on a 1GP/2GP package, submitting AppAnalyticsQueryRequest records from the License Management Org, and downloading package usage logs, monthly usage summaries, and subscriber snapshots as CSV/Parquet. Trigger keywords: App Analytics, AppAnalyticsQueryRequest, package usage logs, subscriber snapshot, LMA telemetry, feature adoption, churn risk. NOT for subscriber-org login/API auditing (use security/event-monitoring), NOT for CRM Analytics datasets or dashboards (use data/analytics-* skills), and NOT for license enforcement or Trialforce provisioning (use devops/isv-license-management-and-trialforce).

pranavnagrecha Bundle

Use this skill when driving adoption of CRM Analytics (Einstein Analytics) across an org — the Analytics Adoption App for measuring who uses which dashboards, embedding analytics into Lightning pages, pinning dashboards to the Analytics home page, self-service personas, and analytics success metrics. Triggers: analytics adoption, dashboard usage tracking, embedded analytics strategy, self-service analytics enablement, CRM Analytics rollout. NOT for building the dashboards — use admin/analytics-dashboard-design. NOT for the app, datasets and lenses — use admin/crm-analytics-app-creation. NOT for non-analytics rollout training — use admin/change-management-and-training.

pranavnagrecha Bundle

Choosing between virtualizing external data into Salesforce (External Objects via Salesforce Connect / OData 2.0 / 4.0 / cross-org adapter) and replicating it into a custom object. Covers indirect lookup keys, per-transaction callout caps, and what External Objects cannot do (no triggers, no validation rules, no record-triggered flows, limited reporting and search). NOT for plain REST callouts with no External Object — use apex/callouts-and-http-integrations. NOT for one-time ETL or a data migration that copies the data in — use data/data-migration-planning.

pranavnagrecha Bundle

Build the executive KPI dashboard for Agentforce: adoption, deflection, latency, cost, quality — KPI definitions, data sources, CRM Analytics lenses, alert thresholds. NOT for the platform's own session tracing, Agent Analytics and health monitoring — use agentforce/agentforce-observability. NOT for scoring agent answer quality offline — use agentforce/agentforce-eval-harness.

pranavnagrecha Bundle

Use this skill when working with CRM Analytics (Einstein Analytics) extended metadata (XMD) — the multi-layer metadata system controlling field display labels, aliases, number and date formatting, measure/dimension classification, and dataset versioning. Trigger keywords: XMD API, dataset field formatting CRM Analytics, wave dataset labels, main XMD update, dataset versioning Analytics. NOT for recipe node configuration — use admin/analytics-recipe-design. NOT for dataflow development, node types, and scheduling — use admin/analytics-dataflow-development.

pranavnagrecha Bundle

Embed Tableau dashboards and Pulse insights in Lightning pages via Tableau Embedding API. Triggers: Tableau embed Lightning, Tableau Pulse, embedding SDK. NOT for CRM Analytics dashboards — use admin/einstein-analytics-basics.

pranavnagrecha Bundle

Use this skill when planning or executing the human side of an Agentforce or Einstein AI feature rollout — user trust-building, AI-specific training, structured feedback collection via the Feedback API, and adoption measurement via Agentforce Analytics. NOT for turning the Einstein for Sales features on — use agentforce/agentforce-sales-ai-setup. NOT for rollout training with no AI in scope — use admin/change-management-and-training.

pranavnagrecha Bundle

Use when monitoring Agentforce agent sessions, analyzing conversation logs, measuring deflection rates, or diagnosing agent performance issues. Triggers: 'agentforce session analytics', 'how to query agent conversation data', 'monitor agentforce agent effectiveness', 'agent deflection rate', 'utterance analysis agentforce'. NOT for Trust Layer audit logging — use agentforce/einstein-trust-layer. NOT for designing the topic boundaries and guardrails that cause the misrouting you are seeing in the data — use agentforce/agentforce-guardrails.

pranavnagrecha Bundle

Use when designing conversational AI architecture on Salesforce: Einstein Bot dialog design, Agentforce Agent topic planning, intent models, NLU training strategy, bot-to-agent handoff, escalation paths, knowledge article surfacing, and bot analytics. Triggers: 'einstein bot architecture', 'agentforce dialog design', 'bot handoff to agent', 'intent model training'. NOT for multi-agent orchestration or Atlas Reasoning Engine behavior - use architect/conversational-ai-architecture. NOT for the fallback and escalation wording itself - use admin/agent-conversation-design.

pranavnagrecha Bundle

Use this skill when tuning CRM Analytics dataset performance through field selection, date granularity choices, dataset splitting strategy, and run-budget optimization. Trigger keywords: dataset too many fields, SAQL timeseries slow, epoch vs date storage, dataset field count limit, dataset partition, split dataset by year, CRM Analytics performance tuning. NOT for creating a dataset, refresh schedules, or wrong field types — use admin/analytics-dataset-management. NOT for a slow SOQL query on Salesforce objects — use data/soql-query-optimization.

pranavnagrecha Bundle

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 behaviour per tool, required-field detection from describe metadata, polymorphic lookup prefixes, External ID upsert binding, picklist API names vs labels, datetime/timezone handling, and the Data Loader vs Bulk API V2 header case-sensitivity divergence. NOT for checking picklist values before the load runs — use data/data-loader-picklist-validation-pre-load. NOT for batch sizing — use data/data-loader-batch-window-sizing. NOT for sequencing a whole migration — use data/data-migration-planning.

pranavnagrecha Bundle

Use this skill when building, debugging, or optimizing CRM Analytics dataflows — defining node types (sfdcDigest, Append, Augment, computeExpression, computeRelative, Flatten, dim2mea, sfdcRegister), scheduling runs, handling run failures, and tuning performance. NOT for doing the same transformation in a Data Prep recipe — use admin/analytics-recipe-design. NOT for dataset field types, refresh schedules, or row limits — use admin/analytics-dataset-management.

pranavnagrecha Bundle

Choose the right batch size, parallel/serial mode, and load window for Data Loader, Bulk API V1/V2, and custom Database.executeBatch jobs against a given object volume and complexity profile. Covers tradeoffs between batch size, trigger CPU cost, sharing recalculation cost, and row-skew lock contention. NOT for CSV column mapping (use data/data-loader-csv-column-mapping). NOT for picklist validation pre-load (use data/data-loader-picklist-validation-pre-load). NOT for sharing-recalc tuning after the load lands (use data/sharing-recalculation-performance).