DevOps & Infra

banibratachatterjee Bundle

Use this skill when configuring pre-created scratch org pools for parallel CI testing, reducing pipeline wait times by claiming pre-warmed orgs instead of provisioning on demand. Covers CumulusCI pool commands, Dev Hub allocation planning for pools, pool sizing strategies, and CI matrix integration. NOT for basic scratch org lifecycle (use scratch-org-management), scratch org definition files (use org-shape-and-scratch-definition), or test data seeding (use data-seeding-for-testing).

banibratachatterjee Bundle

Use this skill when integrating with Salesforce Service Cloud REST APIs — specifically the Knowledge REST API (/knowledgeManagement/ for authoring, /support/knowledgeWithSEO/ for guest retrieval) and the Messaging for In-App and Web (MIAW) Enhanced Chat API. Trigger keywords: Knowledge article retrieval, data category filtering, URL-name lookup, Enhanced Chat API, legacy Chat REST API migration. NOT for generic REST API callouts from Apex (use apex__http-callouts), NOT for Salesforce REST API CRUD on standard objects, NOT for Einstein Bot configuration.

banibratachatterjee Bundle

Use when migrating historical Case records — including CaseComments, EmailMessages, email attachments, and related files — from a legacy system into Salesforce Service Cloud. Covers strict object load order, EmailMessage Status='3' permanent locking, ContentDocumentLink Bulk API limitation, CaseHistory non-insertable constraint, and EmailMessageRelation setup. NOT for generic multi-object data migration planning (use data-migration-planning). NOT for ongoing email sync or Einstein Activity Capture configuration. NOT for Contact or Account record migration.

banibratachatterjee Bundle

Use when validating FinancialAccount record integrity in Financial Services Cloud, detecting duplicate financial records, or reconciling FSC data against core banking and custodial source systems. Trigger keywords: FinancialAccount validation, FSC duplicate detection, financial record reconciliation, stale household KPIs, FinancialHolding data quality, FSC data integrity. NOT for generic Salesforce data quality, Duplicate Rules setup on standard objects, or bulk data migration execution.

banibratachatterjee Bundle

Use this skill when standardizing addresses, detecting duplicate household Contacts, running NCOA processing, or improving data hygiene in an NPSP org. Triggers: address verification NPSP, household duplicate detection, NCOA update nonprofit, data hygiene NPSP. NOT for generic Salesforce data quality, Nonprofit Cloud (NPC) data quality, or standard Account/Contact deduplication outside NPSP.

banibratachatterjee Bundle

Use this skill when configuring CumulusCI (cci) for Salesforce project automation: authoring cumulusci.yml tasks and flows, customizing or composing standard flows, integrating Robot Framework acceptance tests, and running cci flows in CI pipelines with JWT-based authentication. Covers task class_path/options wiring, flow step ordering, org and source declarations, cross-project reuse via sources, and the standard flow library (dev_org, qa_org, ci_feature, install_beta). NOT for raw SFDX/sf CLI workflows without CumulusCI, scratch org pool management (use scratch-org-pools), unlocked or managed package versioning (use unlocked-package-development or second-generation-managed-packages), or Salesforce-native DevOps Center pipelines (use devops-center-pipeline).

banibratachatterjee Bundle

Use this skill when building Lightning Web Components that query, display, or accept feedback on Salesforce Knowledge articles — covering Knowledge__kav SOQL/SOSL retrieval via Apex, caching strategy, and Experience Cloud guest access. NOT for Knowledge admin setup (article types, data categories, channels), Einstein Article Recommendations configuration, or Flow-based article surfacing.

banibratachatterjee Bundle

Use when configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction records, enabling multi-currency pricing, configuring Product Schedules (Revenue and Quantity), or troubleshooting incorrect prices on Opportunity line items and Quotes. Triggers: 'add product to pricebook', 'pricebook entry', 'standard pricebook', 'product catalog', 'multi-currency product pricing', 'product schedule', 'revenue schedule', 'quantity schedule', 'deactivate product'. NOT for CPQ (Salesforce Revenue Cloud / SBQQ) product configuration, CPQ pricing rules, or CPQ bundle setup. NOT for Quote template layout or PDF generation.

banibratachatterjee Bundle

NPSP programmatic integration patterns: BDI gift processing API for bulk gift ingestion, ERD Schedules and Installments API for recurring donation data, and wealth screening integration via AppExchange managed packages. NOT for standard Salesforce REST/BULK API, NPSP PMM integration, or Nonprofit Cloud (NPC) native API patterns.

banibratachatterjee Bundle

Use when analyzing Experience Cloud site analytics including login metrics, member engagement, page view tracking, and content performance. Triggers: Experience Cloud site analytics, community member engagement data, portal login tracking, page view reports community, GA4 Experience Cloud integration. NOT for CRM Analytics or Tableau CRM. NOT for internal Salesforce reporting on standard CRM objects.

banibratachatterjee Bundle

Use this skill when selecting between ETL/ELT tools and API-based integration for ongoing data pipelines between Salesforce and external systems: Informatica Cloud, MuleSoft Batch, Jitterbit, and direct Bulk API patterns. Trigger keywords: ETL vs API integration choice, Informatica vs MuleSoft data pipeline, should I use ETL or API for Salesforce, bulk data pipeline architecture, ongoing data sync tool selection. NOT for one-time data migration tool selection (use data-migration-planning), Data Loader usage, or real-time event-driven integration (use event-driven-architecture-patterns).

banibratachatterjee Bundle

Use this skill when configuring duplicate detection for Health Cloud patient records, managing Person Account merges in a clinical org, or designing pre-merge clinical record reassignment strategies. Trigger keywords: patient deduplication, MPI, duplicate patients, merge person accounts Health Cloud, clinical record orphan, EpisodeOfCare orphan, PatientMedication orphan. NOT for generic Salesforce data quality or standard deduplication outside Health Cloud.

banibratachatterjee Bundle

Use this skill when Service Cloud orgs are consuming excessive data or file storage due to Case-related records, or when compliance requirements demand structured retention and deletion of case history. Trigger keywords: EmailMessage bloat, Email-to-Case storage, ContentDocument archival, case attachment cleanup, compliance retention policy, service storage optimization. NOT for generic data archival across non-Service objects — use data-archival-strategies instead. NOT for CPQ, Sales Cloud, or FSL record archival. NOT for purging custom object data unrelated to Cases.

banibratachatterjee Bundle

Use this skill when querying, integrating with, or troubleshooting the native Salesforce Revenue Cloud (RLM) data model — including BillingSchedule, BillingScheduleGroup, Invoice, InvoiceLine, Payment, PaymentLineInvoice, and FinanceTransaction standard objects and their relationships. Triggers on: Revenue Cloud object relationships, BillingSchedule data model, native Revenue Cloud SOQL, FinanceTransaction object, Invoice object Revenue Cloud, PaymentLineInvoice relationship. NOT for the legacy Salesforce Billing managed package data model (blng__BillingSchedule__c, blng__Invoice__c — use billing-data-reconciliation skill for that), not for CPQ data model (SBQQ__* objects).

banibratachatterjee Bundle

Use when setting up, managing, or troubleshooting a Salesforce DevOps Center pipeline — including pipeline stages, work items, bundles, promotions, conflict resolution, and GitHub connectivity. Trigger keywords: DevOps Center, work item, pipeline stage, promote changes, bundle, release management. NOT for CLI-based deployment workflows, SFDX commands, unlocked packages, or change sets — those have separate skills.

banibratachatterjee Bundle

Configuring Salesforce case management: case queues, assignment rules, escalation rules, auto-response rules, Email-to-Case, Web-to-Case, case teams, entitlements, and milestones. Use when setting up or troubleshooting the Service Cloud case handling layer. Trigger keywords: email-to-case, web-to-case, escalation rules, case teams, entitlements, milestones, auto-response, case queue. NOT for case assignment rule logic only (use assignment-rules skill). NOT for Omni-Channel routing (use omni-channel-routing-setup). NOT for CTI or telephony integration.

banibratachatterjee Bundle

Use this skill when designing HIPAA-compliant workflow requirements for Health Cloud: minimum necessary access design, audit trail requirements mapping, access control patterns, and BAA dependency identification. NOT for security implementation (Shield Platform Encryption configuration, event monitoring setup) — this skill covers workflow requirements design, not technical security build steps.

banibratachatterjee Bundle

Use when designing, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object chain from SBQQ__Quote__c through Contract to blng__Invoice__c, approval routing via Advanced Approvals (sbaa__), billing schedule generation, and order activation. Trigger keywords: CPQ quote, SBQQ, revenue cloud billing, Advanced Approvals, subscription, blng invoice, contract pivot. NOT for standard Sales Cloud quote-to-cash or implementation of individual CPQ pricing rules, discount schedules, or guided selling configuration — use the quote-to-cash-requirements skill for standard objects.

banibratachatterjee Bundle

Use this skill when configuring Data Manager in CRM Analytics: enabling objects for sync, scheduling data sync runs, setting up remote connections to external databases, monitoring sync status and error logs, or troubleshooting connected object issues. Trigger keywords: data sync, connected objects, Data Manager, sync schedule, remote connection, Snowflake connector, sync error, incremental sync, CRM Analytics data pipeline. NOT for dataflow or recipe authoring, dataset row-level security, or dashboard/lens design — those belong to the analytics-dataset-management or analytics-dashboard-design skills.

banibratachatterjee Bundle

Use this skill to configure Salesforce Billing billing schedules, invoice plans, billing policies, and billing treatments on activated Orders. Triggers: 'billing schedule not generating invoices', 'blng__BillingSchedule__c records missing after order activation', 'how to set up in-advance vs in-arrears billing', 'configure milestone billing in Salesforce Billing', 'invoice run not picking up order products', 'evergreen billing setup', 'billing treatment configuration'. NOT for CPQ quoting, not for standard revenue schedules (OpportunityLineItem revenue schedule splits), not for Salesforce Revenue Cloud (Revenue Lifecycle Management), not for native Salesforce subscription billing without the Salesforce Billing managed package.

banibratachatterjee Bundle

Use when configuring grant tracking in a Salesforce nonprofit org — covers both NPSP Outbound Funds Module (Opportunity-based, managed package path) and Nonprofit Cloud for Grantmaking (FundingAward, FundingDisbursement, FundingAwardRequirement objects, separate license). Trigger keywords: grant management, funding awards, disbursement tranches, grantmaking setup, OFM, FundingAward, FundingDisbursement, FundingAwardRequirement. NOT for standard Opportunity tracking or fundraising donor gifts.

banibratachatterjee Bundle

Use when configuring or troubleshooting a Salesforce B2C Commerce (SFCC) storefront — including Business Manager site creation, SFRA cartridge path setup, customer groups, search index rebuilding, and key quota limits. Trigger keywords: SFCC, Commerce Cloud, Business Manager, storefront, cartridge, SFRA, site preferences, replication. NOT for B2B Commerce on Lightning platform (WebStore, BuyerGroup, CommerceEntitlementPolicy — see admin/b2b-commerce-store-setup for that).

banibratachatterjee Bundle

Use when designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management decomposition, and utility service request workflows. Trigger keywords: FNOL process design, claims OmniScript customization, Industries order decomposition workflow, utility service order design, insurance claim lifecycle stages, telecom commercial-to-technical order flow. NOT for generic Screen Flow process design, standard Service Cloud Case workflows, OmniStudio runtime setup, EPC service catalog configuration, or initial cloud org activation.

banibratachatterjee Bundle

Use this skill to configure Messaging for In-App and Web (MIAW) channels in Salesforce Service Cloud, including Messaging Channel setup, Embedded Service Deployments, CORS/CSP Trusted Sites, Omni-Channel routing via Queue or Flow, pre-chat fields, and Status-Based capacity models. NOT for Agentforce bot configuration, SMS/WhatsApp third-party channel setup, or legacy Live Agent (Snap-ins) implementations.

banibratachatterjee Bundle

Use this skill when implementing clinical decision support in Health Cloud: creating ClinicalAlert records via Apex or Flow, ingesting CareGap records from external clinical rules engines, displaying CDS alerts in FlexCard UIs, and integrating the Business Rules Engine for custom protocol checks. NOT for standard Flow automation unrelated to clinical decision support, or for clinical rules engine design outside of Salesforce.

banibratachatterjee Bundle

Use this skill when implementing FHIR R4 integration patterns for Health Cloud: FHIR resource mapping to Salesforce objects, REST API patterns for inbound/outbound FHIR, CDS Hooks via MuleSoft middleware, SMART on FHIR setup, and HL7 v2 to FHIR R4 conversion. NOT for generic REST API integration, standard Salesforce API patterns unrelated to FHIR, or Health Cloud admin setup.

banibratachatterjee Bundle

Programmatic record access management in Financial Services Cloud using Compliant Data Sharing (CDS): inserting AccountParticipant/OpportunityParticipant records, working with ParticipantRole and ParticipantGroup objects, verifying sharing coverage, and understanding CDS recalculation behavior. NOT for admin setup of CDS via IndustriesSettings metadata, declarative sharing rules, or standard Apex managed sharing on non-FSC objects.

banibratachatterjee Bundle

Use this skill when designing or documenting a lead scoring model in Salesforce Sales Cloud or Account Engagement: qualifying criteria, MQL/SQL threshold definitions, scoring dimensions (demographic, firmographic, behavioral), and sales handoff SLA. NOT for Einstein Lead Scoring (AI-based predictive scoring) or Account Engagement (Pardot) automation rule configuration.

banibratachatterjee Bundle

Use this skill when setting up Service Cloud Voice with Amazon Connect — provisioning the contact center, configuring phone numbers, enabling real-time transcription, and configuring After Conversation Work Time. NOT for CTI adapter development, Open CTI customization, or custom Amazon Connect Lambda development outside the guided wizard.

banibratachatterjee Bundle

Use this skill when building custom LWC actions for the FSL Mobile app: barcode scanning, GPS capture, photo/signature capture, or custom guided workflows on mobile. Trigger keywords: FSL Mobile custom action, lightning__GlobalAction FSL, barcode scanner LWC, mobileCapabilities, Nimbus plugin, FSL lightning SDK. NOT for standard Salesforce Mobile App quick actions, standard Experience Cloud pages, or desktop Lightning Experience LWC components.

banibratachatterjee Bundle

Use this skill when bulk-migrating data into Salesforce Industries clouds — including InsurancePolicy and its child objects for Insurance, ServicePoint/Premise for Energy and Utilities, or subscriber/account hierarchies for Communications. Trigger keywords: insurance policy migration, InsurancePolicyCoverage load order, ServicePoint bulk load, Premise hierarchy, E&U data migration, telco subscriber migration, utility account import, industries object dependency. NOT for generic Salesforce data migration planning, FSC FinancialAccount migration, Health Cloud patient data migration, or Experience Cloud user migration.

banibratachatterjee Bundle

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 > Product Rules > Quote Templates), External ID-based cross-org matching, multi-pass deployment for self-referential lookups, and the distinction between CPQ metadata deployment and CPQ data deployment. NOT for generic SFDX metadata deployment, CPQ implementation configuration, or Salesforce Billing deployment.

banibratachatterjee Bundle

Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting categories. Use when setting up or restructuring the opportunity lifecycle for Sales Cloud. NOT for Collaborative Forecasts setup (use collaborative-forecasts skill). NOT for CPQ pricing or product configuration (use Revenue Cloud skills). NOT for territory-based forecasting alignment (use enterprise-territory-management skill).

banibratachatterjee Bundle

Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories to the inspection view, configuring Days in Stage and other metrics, setting review cadence, and interpreting pipeline change signals for sales managers. Use when designing or improving how a team monitors deal health and pipeline movement. NOT for building custom dashboards or reports (use reports-and-dashboards skill). NOT for enabling Einstein Opportunity Scoring or AI insights (use einstein-copilot-for-sales skill). NOT for setting up Collaborative Forecasts or forecast types (use collaborative-forecasts skill).

banibratachatterjee Bundle

Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter', 'report subscription', 'dashboard refresh'. NOT for Einstein Analytics / CRM Analytics — separate skill needed for that.

banibratachatterjee Bundle

Use this skill when writing, debugging, or optimizing SAQL queries in CRM Analytics — covering pipeline syntax, aggregation, windowing functions (rank, dense_rank, moving_average), cogroup joins, rollup subtotals, piggyback queries, and REST API execution. NOT for SOQL, standard Salesforce reports, SQL databases, or any non-CRM Analytics query language.