DevOps & Infra

banibratachatterjee Bundle

Use this skill when implementing custom financial calculation logic in Financial Services Cloud — including portfolio performance metrics (IRR, TWR), wealth rollup recalculation after bulk loads, custom Apex aggregation for objects outside native FSC rollup scope, and Data Processing Engine integration for large-scale writeback. NOT for standard declarative rollup summaries on supported out-of-the-box FSC objects, nor for configuring the FSC Rollup-by-Lookup admin UI itself.

banibratachatterjee Bundle

Use this skill when a developer needs to authenticate orgs with sf CLI, set up a Salesforce DX project, create scratch orgs, push or pull source between the local repo and a scratch org, deploy or retrieve metadata to sandboxes or production using package.xml manifests, or diagnose common sf CLI errors. Trigger keywords: sf CLI, sfdx, scratch org, source push, source pull, deploy, retrieve, package.xml, org login, sf project. NOT for full CI/CD pipeline design (use devops skills) or Metadata API SOAP programming (that is SOAP API work, not CLI).

banibratachatterjee Bundle

Reference guide for Salesforce Industries cloud data models: Insurance Cloud (InsurancePolicy hierarchy), Communications Cloud (Account record types, BillingAccount), Energy & Utilities (ServicePoint, ServiceContract), and Health Cloud (CarePlan, FHIR-aligned patient objects). NOT for standard Sales/Service Cloud data model or FSC retail banking model.

banibratachatterjee Bundle

Use this skill when migrating constituent records (Contacts, Household Accounts, relationships, addresses, donations) into an NPSP org using the NPSP Data Importer. Triggers: importing contacts into NPSP, migrating nonprofit constituents, loading household data, bulk contact upload NPSP, constituent ETL. NOT for standard contact import, Nonprofit Cloud (NPC) migration, or generic Data Loader bulk loads.

banibratachatterjee Bundle

Configure record visibility for external users (Customer Community, Customer Community Plus, Partner Community) using External OWDs, Sharing Sets, and external sharing rules. Trigger keywords: sharing data with external users, portal user record visibility, Experience Cloud sharing model, sharing set configuration, external OWD setup, Customer Community data access, High-Volume Portal sharing. NOT for internal sharing model configuration. NOT for internal user roles and hierarchies. NOT for guest user profile hardening.

banibratachatterjee Bundle

Use when loading historical CPQ orders, contracts, subscriptions, and assets into Salesforce CPQ so that future renewals and amendments work correctly — covering the CPQ Legacy Data Upload mechanism, strict object load sequencing, required field values, and pre/post-load configuration. NOT for opportunity migration (use opportunity-pipeline-migration). NOT for standard Salesforce Orders without CPQ. NOT for asset-based renewal model orgs. NOT for quoting net-new business.

banibratachatterjee Bundle

Use when planning or executing metadata deployments for Financial Services Cloud (FSC) — including Person Account enablement sequencing, Account record-type ordering, Compliant Data Sharing (CDS) activation, Participant Role custom metadata, and namespace-aware packaging. Triggers: 'FSC deployment fails', 'Person Accounts must be enabled before deploying household record types', 'CDS share table not populating after deploy', 'namespace mismatch FinServ__ vs standard objects', 'IndustriesSettings metadata not taking effect'. NOT for general Salesforce metadata deployment patterns (use pre-deployment-checklist or metadata-api-coverage-gaps), NOT for FSC data model design decisions (use fsc-data-model), NOT for FSC architecture planning (use fsc-architecture-patterns).

banibratachatterjee Bundle

Use when embedding or exposing Salesforce Flows in Experience Cloud, especially for guest or external users, `lightning-flow` usage, site runtime differences, and data-access safety. Triggers: 'flow in experience cloud', 'guest user flow', 'lightning-flow on community page', 'external user flow access', 'LWR flow limitations'. NOT for general Experience Cloud sharing architecture when Flow is not part of the problem.

banibratachatterjee Bundle

Use this skill to create and configure Lightning apps in Salesforce Setup, add navigation items and tabs to apps, configure utility bar components, and control app visibility by profile or permission set. Trigger keywords: Lightning app, App Manager, custom tab, navigation bar, utility bar, app visibility. NOT for Experience Cloud site apps (use experience-cloud skills), NOT for configuring page layouts or record pages (use Lightning App Builder), NOT for permission set architecture (use permission-set-architecture).

banibratachatterjee Bundle

Use when Apex must read, interpret, or deploy Custom Metadata Type configuration, or when deciding between Custom Metadata Types, Custom Settings, and Custom Labels. Triggers: 'Custom Metadata Type', '__mdt', 'getInstance', 'Apex Metadata API', 'protected custom metadata'. NOT for setup-only administration with no Apex behavior, packaging, or deployment concern.

banibratachatterjee 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 standard data import into Salesforce objects. NOT for Salesforce object sync via dataflow local connectors. NOT for standard ETL into Sales or Service Cloud.

banibratachatterjee Bundle

Use when analyzing B2C Commerce storefront metrics (conversion funnel, cart abandonment, product performance, revenue trends) via the Business Manager Reports and Dashboards app, or when deriving B2B Commerce analytics via SOQL on core platform objects or the CRM Analytics B2B Commerce template. NOT for CRM Analytics platform configuration, Einstein Analytics, Experience Cloud analytics, or general Salesforce report builder usage.

banibratachatterjee Bundle

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 resolution rulesets, defining Calculated Insights, and activating unified profiles. Trigger keywords: data stream setup, DLO to DMO mapping, identity resolution ruleset, ingestion API, Calculated Insights SQL. NOT for CRM Analytics datasets, Tableau CRM dataflows, or general Salesforce reporting.

banibratachatterjee Bundle

Use when planning, reviewing, or troubleshooting a Salesforce data migration — covering tool selection (Data Loader, Bulk API 2.0, MuleSoft, Informatica, Jitterbit), migration sequencing for parent-child objects, external ID strategy for upsert idempotency, validation rule bypass, trigger and flow suppression, rollback planning, and post-migration reconciliation. NOT for Data Loader step-by-step mechanics (use data-import-and-management). NOT for schema or data model design (use data-model-design-patterns). NOT for ongoing ETL pipeline architecture.

banibratachatterjee Bundle

Use when designing or reporting on Salesforce Service Cloud service metrics — covers the Case, Entitlement, and CaseMilestone object model, MTTR derivation via BusinessHours.diff(), IsViolated semantics, and ElapsedTimeInMins field usage for SLA reporting. Trigger keywords: MTTR, mean time to resolve, case milestone, entitlement SLA, IsViolated, CaseMilestone, first response time, resolution time, service KPI. NOT for CRM Analytics (Tableau CRM / Einstein Analytics) dashboards or Field Service Lightning work order metrics.

banibratachatterjee Bundle

Use this skill to design, configure, and maintain vector indexes in Salesforce Data Cloud via the Setup UI. Covers chunking strategy selection, index refresh mode, PII field exclusion, and index rebuild workflows. Does NOT cover developer-facing retrieval APIs, Apex vector search queries, or SOQL-based retrieval — see skills/agentforce/data-cloud-vector-search-dev for those.

banibratachatterjee Bundle

Use this skill to set up, review, or troubleshoot GitLab CI/CD pipelines for Salesforce using SFDX JWT Bearer Flow authentication, Docker executor runners, Apex test gates, branch-based deployment jobs, and GitLab CI/CD variables for secret management. Trigger keywords: gitlab-ci.yml, gitlab runner, gitlab ci salesforce, gitlab ci sfdx, gitlab pipeline deploy salesforce, gitlab ci jwt auth. NOT for GitHub Actions (use github-actions-for-salesforce), Bitbucket Pipelines (use bitbucket-pipelines-for-salesforce), Jenkins, Copado, Azure DevOps, or any non-GitLab CI platform.

banibratachatterjee Bundle

Use when preparing a Salesforce metadata deployment for production and need a structured gate-check before releasing. Trigger keywords: 'pre-deploy checklist', 'what to check before deploying', 'validation deploy', 'deploy readiness', 'quick deploy window', 'checkOnly deploy', 'pre-release backup'. NOT for post-deployment smoke tests (use post-deployment-validation), full cutover sequencing (use go-live-cutover-planning), or change set UI workflow (use change-set-deployment).

banibratachatterjee Bundle

Use this skill when choosing, enabling, or querying Health Cloud clinical data objects — including the dual-layer architecture of legacy managed-package EHR objects (HC24__ namespace) and FHIR R4-aligned standard objects (ClinicalEncounter, HealthCondition, CarePlan, etc.). Covers setup prerequisites, object relationships, migration considerations, and integration strategy. NOT for standard Salesforce data model or generic CRM objects.

banibratachatterjee Bundle

Use this skill when designing or querying the NPSP data model — constituent 360, household accounts, giving history rollups, and program participation. Trigger keywords: NPSP data model, household account, constituent record, giving rollups, CRLP, program engagement, ServiceDelivery, npo02__ fields. NOT for standard data model design, Nonprofit Cloud (NPC) data model, FSC household groups, or platform data modeling outside the NPSP context.

banibratachatterjee Bundle

Use this skill when configuring or troubleshooting API access for Experience Cloud external users and guest users: guest user Apex data access, Customer Community Plus or Partner Community REST/SOAP API access, external user OAuth scopes, and sharing enforcement on API responses. Trigger keywords: Experience Cloud API access external user, community user REST API, guest user API limits, Customer Community API permissions, external user OAuth. NOT for internal Salesforce API authentication, non-community OAuth flows, or internal user API security.

banibratachatterjee Bundle

Use when implementing or reviewing user feedback patterns in Lightning Web Components — specifically toast messages, lightning-alert, lightning-confirm, lightning-prompt, and platform notifications. Trigger keywords: 'ShowToastEvent', 'toast in lwc', 'lightning-alert lwc', 'lightning-confirm promise', 'Experience Cloud notification'. NOT for modal overlays (use lwc-modal-and-overlay).

banibratachatterjee Bundle

Use this skill when defining clinical data model requirements for Health Cloud: HL7/FHIR data mapping, interoperability requirements, FHIR R4-aligned object activation, CodeableConcept constraints, and middleware translation requirements. NOT for data migration procedures, Apex integration code, or generic data architecture unrelated to clinical interoperability.

banibratachatterjee Bundle

Use this skill to configure Salesforce Industries Insurance (Financial Services Cloud Insurance) including permission set licenses, irreversible org settings, core insurance objects, coverage types, claim configuration, and OmniScript-based quoting using the Insurance Product Administration API. Trigger keywords: insurance setup, FSC Insurance, InsurancePolicy object, InsurancePolicyCoverage, policy quoting OmniScript, claim type configuration, InsProductService, Digital Insurance Platform, many-to-many policy, multiple producers. NOT for generic OmniStudio setup, standard CPQ/Pricebook quoting, Health Cloud enrollment, or general FSC configuration unrelated to insurance line-of-business.

banibratachatterjee Bundle

Use this skill when configuring care plan templates, care plan problems, goals, and tasks in Salesforce Health Cloud — covering both the Integrated Care Management (ICM) model (Spring '23+, FHIR R4-aligned, recommended) and the legacy managed-package model (CarePlanTemplate__c + Case Tasks). Trigger keywords: care plan template, ICM care plan, PGI library, action plan template, problem definition, goal definition, care plan setup. NOT for general case management configuration, non-Health-Cloud task management, or clinical program enrollment (see admin/care-program-management).

banibratachatterjee Bundle

Use when configuring or troubleshooting Health Cloud Care Programs — including CareProgram hierarchy setup, patient enrollment (CareProgramEnrollee), consent prerequisites, product-level enrollment (CareProgramEnrolleeProduct), and provider associations (CareProgramProvider). Trigger keywords: care program, program enrollment, enrollee, program product, CareProgramEnrollee, consent for enrollment, patient program outcome. NOT for Care Plans (per-patient task/goal framework), case management workflows, or general Health Cloud patient setup unrelated to program enrollment.

banibratachatterjee Bundle

Use this skill when setting up, configuring, or troubleshooting Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, and pipeline inspection integration. Trigger keywords: forecast type, forecast category, cumulative rollup, individual rollup, quota, forecast adjustment, forecast hierarchy, opportunity splits forecasting, pipeline forecast. NOT for custom report-based forecasting. NOT for Classic Forecasts (Customizable Forecasting). NOT for Territory Management setup (use enterprise-territory-management skill).

banibratachatterjee Bundle

Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up financial account roles Financial Services Cloud, FSC household balance rollup not working, add holdings to financial account, FinancialAccountType picklist setup, FSC brokerage or retirement account configuration. NOT for standard Account objects, NOT for Salesforce standard financial-services industry templates unrelated to FinancialAccount, NOT for Accounting Subledger or Revenue Cloud.

banibratachatterjee Bundle

Designing, orchestrating, and maintaining multi-package architectures in Salesforce DX: dependency DAG design, layered package decomposition, install ordering, cross-package API contracts, mono-repo vs. multi-repo layout, and CI/CD pipeline sequencing for projects with two or more unlocked or managed packages. NOT for single-package creation or versioning (see unlocked-package-development), 2GP managed-package ISV workflows (see second-generation-managed-packages), or change-set deployments.

banibratachatterjee Bundle

Use this skill when automating Salesforce work with the unified Salesforce CLI (`sf`, v2): shell scripts, Make/npm tasks, cron jobs, and CI steps that need stable flags, `--json` output, org aliases, bulk/data commands, plugins, and non-interactive auth patterns. Trigger keywords: sf CLI automation, sfdx migration, JSON output CI, sf project deploy script, sf data bulk, CLI plugins, target-org alias, machine-readable CLI. NOT for choosing or wiring a specific CI platform (GitHub Actions, GitLab, Jenkins, Bitbucket, Azure DevOps—use those devops skills), VS Code Salesforce extensions, or Copado/Gearset release management UIs.

banibratachatterjee Bundle

Use this skill when querying unified profile data, calculated insights, or Data Lake Objects from Data Cloud using ANSI SQL via the Query V2 or Query Connect APIs. Triggers on: SQL queries against Data Cloud, querying unified individuals, querying DMOs via API, paginating large Data Cloud result sets. NOT for SOQL queries against standard Salesforce objects, not for Data Cloud segment filtering in the UI, not for vector/semantic search (use data-cloud-vector-search-dev).

banibratachatterjee Bundle

Use this skill to configure and manage NPSP Household Accounts: household naming rules, formal/informal greeting formats, primary contact designation, household merges, and household splits. Trigger keywords: NPSP household naming, household account not updating, merge duplicate households NPSP, household greeting customization, primary affiliation NPSP. NOT for FSC Household Groups (Financial Services Cloud uses AccountContactRelationship junction — incompatible model).

banibratachatterjee Bundle

Use this skill when configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) — a separate managed package for program delivery, cohort setup, service scheduling, service delivery recording, and outcome/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 NPSP core donor management, gift entry, recurring donations, soft credits, or Health Cloud care programs.

banibratachatterjee Bundle

Use when gathering, designing, or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote (with line items) to Synced Quote to Approval Process to Quote PDF to Order creation. Trigger keywords: quote approval, discount policy, quote PDF limits, order from quote, quote sync, quote template. NOT for CPQ/Revenue Cloud pricing rules, discount schedules, or guided selling — use CPQ skills for those.

banibratachatterjee Bundle

Use when configuring standard Salesforce Quotes, building or customizing quote templates for PDF generation, emailing quotes to customers, syncing quotes to opportunity products, or setting up discount approval processes on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items'. NOT for CPQ (Salesforce Revenue Cloud / SBQQ) quote configuration, quote line scheduling, or order management.

banibratachatterjee Bundle

Use this skill when configuring Health Cloud referral management: setting up ClinicalServiceRequest-based referrals, provider search, referral status workflows, and network management. NOT for Sales Cloud referrals, FSC Einstein Referral Scoring, or Public Sector Solutions referral objects.