DevOps & Infra

banibratachatterjee Bundle

Use this skill when building custom LWC components for Health Cloud: extending patient card configurations, building custom timeline components using TimelineObjectDefinition metadata, creating care plan visualizations, and surfacing clinical data via LWC. NOT for standard LWC development unrelated to Health Cloud clinical components, or OmniStudio FlexCard development.

banibratachatterjee Bundle

Use when designing or restructuring a Salesforce Knowledge taxonomy: Data Category Group structure, hierarchy depth, article type selection, article lifecycle governance (Draft/Published/Archived), Validation Status gating, and content gap analysis via KCS methodology and Search Activity Gaps. Triggers: knowledge taxonomy design, data category hierarchy, knowledge article lifecycle, knowledge governance model, KCS content gap analysis, search activity gaps, knowledge category structure. NOT for Knowledge admin feature setup (use admin/knowledge-setup), NOT for Experience Cloud search configuration, NOT for Einstein Article Recommendations tuning.

banibratachatterjee 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 SOQL optimization, Salesforce report tuning, Data Cloud segmentation performance, or choosing between analytics tools.

banibratachatterjee Bundle

Use this skill when implementing consent management, data subject request processing, or data retention policies in Data Cloud — including the ssot__ContactPointConsent__dlm DMO, consent-aware segmentation filters, GDPR/CCPA data deletion requests via Privacy Center or Data Deletion API, and per-DLO retention policy configuration. Triggers on: consent-aware segmentation in Data Cloud, Data Cloud GDPR deletion request, right to be forgotten Data Cloud, ContactPointConsent DMO, Data Cloud data retention policy. NOT for CRM-layer consent management (ContactPointTypeConsent standard objects on Salesforce org — use gdpr-data-privacy skill), not for general GDPR implementation outside Data Cloud.

banibratachatterjee Bundle

Use when migrating historical Opportunity records into Salesforce — covering stage history recreation, amount and close date mapping, product line item load sequencing (Product2 → Price Book → OpportunityLineItem), team member (OpportunityTeamMember) and revenue split (OpportunitySplit) loading, and Pricebook2 assignment. NOT for generic multi-object data migration planning (use data-migration-planning). NOT for ongoing CRM sync or ETL pipeline architecture. NOT for opportunity record type or sales process configuration.

banibratachatterjee Bundle

Configure Private Connect between Salesforce and AWS/Azure for traffic to stay on private networks. NOT for standard internet callouts.

banibratachatterjee Bundle

Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding the Financial Deal Participants related list, and defining Participant Roles. Trigger keywords: ethical walls, compliant data sharing setup, FSC sharing model, isolate banking teams, participant roles. NOT for standard Salesforce sharing rules, OWD, or role hierarchy sharing. NOT for programmatic participant record DML (use fsc-compliant-sharing-api instead).

banibratachatterjee Bundle

Use when setting up CMS workspaces, creating or publishing content types for Experience Cloud sites, managing content scheduling, or configuring audience targeting on content variants. Triggers: 'set up CMS workspace', 'publish content to Experience Cloud site', 'content scheduling community', 'audience targeting content', 'managed content vs unmanaged', 'custom content type metadata', 'CMS channel configuration'. NOT for Salesforce Knowledge articles, CMS Connect to external CMS platforms, or Experience Builder layout/theming work.

banibratachatterjee Bundle

Use this skill when setting up, configuring, or troubleshooting the Salesforce Extensions for VS Code: Apex Language Server activation, deploy-on-save behavior, Apex debugging, org authorization, and workspace project structure. NOT for Salesforce CLI command reference (use sf-cli-and-sfdx-essentials), scratch org definition files (use scratch-org-management), or CI/CD pipeline configuration.

banibratachatterjee Bundle

Use when designing, building, or troubleshooting OmniStudio Business Rules Engine (BRE) artifacts: Decision Tables, Decision Matrices (rule matrices), and Expression Sets used for eligibility determination, pricing, discounting, or any complex multi-attribute rule evaluation. Trigger keywords: 'business rules engine', 'BRE', 'decision table', 'rule matrix', 'eligibility determination', 'ExpressionSetService', 'expression set evaluate'. NOT for Flow decision elements or Flow-based branching logic (use flow/* skills). NOT for Calculation Procedures that do not involve multi-condition rule lookup (use omnistudio/calculation-procedures). Requires Industries Cloud license.

banibratachatterjee Bundle

Use this skill to configure and tune search in B2B Commerce or D2C Commerce storefronts: searchable attributes, facetable attributes, sort rules, search index rebuilds, Einstein product recommendations, and BuyerGroup entitlement visibility. Trigger keywords: commerce search ranking, faceted navigation commerce, search index rebuild, Einstein recommendations storefront, product not appearing in search. NOT for SOSL query development, Experience Cloud federated search, Salesforce Search for non-commerce objects, or Einstein Search for Service Cloud.

banibratachatterjee Bundle

Use this skill when designing or assessing a Salesforce case deflection program — identifying high-frequency contact reasons, selecting deflection channels, and defining KPIs such as deflection rate and goal completion rate. Trigger keywords: case deflection, self-service, Einstein Conversation Mining, chatbot containment, knowledge-led deflection, contact reason analysis. NOT for Experience Cloud site setup, Einstein Bot dialog authoring, or Omni-Channel routing configuration.

banibratachatterjee Bundle

Use this skill when mapping care coordination process requirements for Health Cloud: designing care team workflows, transition of care handoffs, social determinants of health (SDOH) barrier tracking, and care gap identification. NOT for implementation of technical components — this skill covers requirements gathering and process design, not Apex/Flow build.

banibratachatterjee Bundle

Use this skill when configuring or troubleshooting Data Cloud identity resolution rulesets — matching rules, reconciliation rules, unified profiles, and cross-device identity linking. Trigger keywords: identity resolution ruleset, unified individual, match rule, reconciliation rule, unified profile, cross-device identity, Data Cloud deduplication, cluster creation. NOT for CRM duplicate management (Duplicate Rules / Matching Rules on standard objects), and NOT for Experience Cloud or Salesforce Identity login deduplication.

banibratachatterjee Bundle

Configuring Salesforce lead management and conversion: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes. Use when setting up lead capture, routing, or conversion for Sales Cloud. Trigger keywords: web-to-lead, lead conversion, lead field mapping, lead settings, lead process, lead queue, lead auto-response. NOT for lead assignment rule logic (use assignment-rules). NOT for duplicate rule configuration (use data-quality-and-governance).

banibratachatterjee Bundle

Use when setting up or tuning Experience Cloud community content moderation: keyword/criteria-based rules, member reputation system, and moderation queue management. Triggers: 'set up community content moderation', 'configure reputation levels', 'flagging rules Experience Cloud', 'moderation queue setup', 'keyword blocking community', 'approve community posts before publishing'. NOT for CMS content publishing workflows or Digital Experiences page publishing.

banibratachatterjee Bundle

Use when creating a new Experience Cloud site: selecting LWR vs Aura template, configuring branding and navigation, setting up a custom domain, and using Experience Builder. Trigger keywords: create new Experience Cloud site, LWR vs Aura template, set up community portal domain, Experience Builder page builder, branding sets, navigation menu configuration, Microsite LWR, Build Your Own LWR. NOT for internal Lightning apps, Lightning App Builder configuration, or Flow orchestration inside an existing site.

banibratachatterjee Bundle

Use this skill to configure Field Service Lightning service territories — including territory types, operating hours, time slots, territory hierarchy, member types, and polygon boundaries. NOT for ETM territories (Territory2 / Enterprise Territory Management in Sales Cloud), and NOT for Salesforce Scheduler territories.

banibratachatterjee Bundle

Use this skill when designing or documenting nonprofit fundraising lifecycle stages, donor pipeline workflows, cultivation-to-stewardship cycles, major gift solicitation sequences, or Salesforce Opportunity sales process configuration for NPSP or Nonprofit Cloud. Trigger keywords: fundraising lifecycle, donor pipeline, cultivation stage, solicitation workflow, major gift process, moves management, NPSP Opportunity stages, stewardship cycle, NPC fundraising stages. NOT for implementation of Engagement Plans, gift entry processing, payment integration, or recurring donation configuration.

banibratachatterjee Bundle

Use this skill when designing FSL integrations: ERP parts/inventory sync, GPS/fleet management integration, IoT-triggered work order creation, and customer notification workflows. Trigger keywords: FSL ERP integration, ProductConsumed ERP sync, GPS fleet integration FSL, IoT work order trigger, customer notification FSL integration. NOT for generic Salesforce integration patterns, FSC integration (covered by architect/fsc-integration-patterns-dev), or Health Cloud integration.

banibratachatterjee Bundle

Use this skill when designing FSL Mobile offline-first architecture: data priming strategy, priming limits, conflict resolution patterns, and sync failure handling. Trigger keywords: FSL offline priming, briefcase sync FSL, offline data limits, conflict resolution MERGE_ACCEPT_YOURS, ghost records FSL. NOT for LWC offline-and-mobile (generic LWC offline, covered by lwc/lwc-offline-and-mobile), standard Salesforce Mobile App offline, or Experience Cloud offline.

banibratachatterjee Bundle

Use when designing or reviewing a Sales Cloud solution architecture covering process automation strategy, integration points, data model decisions, and scalability planning. Triggers: 'design a Sales Cloud architecture for enterprise org', 'Sales Cloud data model and automation strategy', 'how to architect Sales Cloud for high-volume pipeline management'. NOT for individual feature configuration (use admin/opportunity-management or admin/lead-management), NOT for CPQ-specific decisions (use architect/cpq-vs-standard-products-decision), NOT for integration implementation details (use architect/sales-cloud-integration-patterns).

banibratachatterjee Bundle

Use this skill to migrate external community/portal user accounts at scale: bulk creating Experience Cloud users via Data Loader, migrating users between license types (Customer Community to Customer Community Plus, or to Partner Community), importing Customer Portal users into Experience Cloud, and resolving Contact/Account hierarchy prerequisites. Trigger keywords: migrate community users, import external users Experience Cloud, bulk create portal users, move users between license types, migrate Customer Community to Partner Community. NOT for internal user data migration. NOT for general data migration (see data/bulk-data-migration). NOT for configuring Experience Cloud sites or profiles from scratch.

banibratachatterjee Bundle

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 (extended metadata) layer management, data transforms (streaming vs. batch), and mandatory DMO requirements for identity resolution. NOT for standard Salesforce CRM object design, Data Cloud data stream configuration, or SOQL queries against Data Cloud objects.

banibratachatterjee Bundle

Use when creating, configuring, auditing, or troubleshooting an Agentforce agent end-to-end: agent definition, agent user setup, channel assignment, system instructions, activation, and lifecycle management. Triggers: 'create agentforce agent', 'agent not appearing to users', 'how to activate agent', 'agent channel setup', 'agent lifecycle', 'deploy agent to production'. NOT for topic design or action contract design — use agentforce/agent-topic-design and agentforce/agent-actions respectively.

banibratachatterjee Bundle

Use this skill when designing, generating, or troubleshooting Field Service service report templates — covers the createServiceReport REST action (API v40.0+), ServiceReportLayout configuration, DigitalSignature capture, Document Builder (Winter '25+) with conditional logic via Flow, and PDF storage as ContentDocument/ContentVersion. NOT for quote templates, custom Visualforce pages, or Experience Cloud document generation.

banibratachatterjee Bundle

Use this skill when extending Health Cloud via Apex: implementing HealthCloudGA managed-package interfaces, automating care plan lifecycle hooks, processing referrals using Industries Common Components invocable actions, or enforcing HIPAA-compliant logging governance for clinical Apex code. Trigger keywords: CarePlanProcessorCallback, HealthCloudGA namespace, ReferralRequest, ReferralResponse, care plan invocable actions, clinical Apex extension, Health Cloud Apex API. NOT for standard Apex triggers or generic Apex development unrelated to Health Cloud managed-package extension points.

banibratachatterjee Bundle

Metadata API concepts, package.xml manifest structure, retrieve and deploy workflows, what metadata types can and cannot be retrieved, deployment order dependencies, and destructiveChanges.xml for deletions. NOT for SFDX source-format details or sf CLI command syntax (use sf-cli-and-sfdx-essentials), and NOT for CI/CD pipeline automation (use devops skills).

banibratachatterjee Bundle

Use this skill when designing or evaluating the architecture of a Salesforce Commerce implementation that involves choosing between B2B Commerce (on Core, Lightning platform) and B2C Commerce (Salesforce Commerce Cloud / SFCC). Trigger keywords: B2B vs B2C architecture, SFCC vs B2B Commerce, Commerce Cloud platform decision, B2B data model architecture, B2C storefront architecture, commerce infrastructure comparison, platform selection architecture. NOT for implementation mechanics — use admin/b2b-commerce-store-setup or admin/b2c-commerce-store-setup for configuration work. NOT for requirements gathering — use admin/b2b-vs-b2c-requirements for pre-build platform selection based on buyer journey. NOT for D2C vs B2B feature comparisons within Lightning-based Commerce.

banibratachatterjee Bundle

Use this skill when migrating OmniStudio components (OmniScript, Integration Procedures, DataRaptors, FlexCards) between Salesforce orgs using the DataPack export/import mechanism — covering version management, environment-specific data resolution, conflict handling, and silent-skip gotchas. Trigger keywords: DataPack migration, OmniStudio org-to-org migration, packExport packDeploy, DataPack versioning, DataPack conflict. NOT for OmniStudio CI/CD pipeline automation (use omnistudio/omnistudio-ci-cd-patterns), managed-package-to-standard-runtime migration (use OmniStudio Migration Assistant), or standard Salesforce metadata migration.

banibratachatterjee Bundle

Use this skill when configuring multiple identity providers (OIDC and/or SAML) on a single Experience Cloud site or across tenant-specific portals in the same org — covering auth provider registration, Start SSO URL routing, Federation ID mapping, RegistrationHandler implementation, and simultaneous SP+IdP topology. Trigger keywords: multiple identity providers Experience Cloud, multi-tenant SSO community portal, vendor and citizen portal same site, OIDC SAML both on login page, tenant-specific login routing community. NOT for internal Salesforce employee SSO configuration. NOT for single auth provider setups — see experience-cloud-authentication for basic SSO.

banibratachatterjee Bundle

Step-by-step setup and configuration of Einstein for Sales AI features: Opportunity Scoring, Pipeline Inspection AI insights, Einstein email insights and composition, and Forecasting AI. Covers prerequisites, license checks, feature sequencing, and data readiness validation. NOT for core Agentforce agent creation, agent topic design, Einstein Trust Layer configuration, or Einstein Activity Capture troubleshooting.

banibratachatterjee Bundle

Use when gathering and documenting requirements for a Lightning Service Console deployment: agent workspace layout, page template selection, utility bar composition, macro requirements, case handling workflows, split-view navigation design, and licensing requirements. Triggers: service console requirements, agent workspace design, console page layout, utility bar planning, console licensing. NOT for console configuration steps or click-by-click setup (use admin/case-management), NOT for Omni-Channel routing model design (use architect/service-cloud-architecture), NOT for CTI telephony integration details.

banibratachatterjee Bundle

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 requirements, structured vs unstructured data placement, embedding-ready text field design, knowledge article structure for RAG grounding, Data Cloud harmonized data model, Einstein Feature Store patterns, grounding data for Agentforce actions, AI-ready field naming conventions, and data freshness requirements for model retraining. Trigger phrases: design data model for AI, make Salesforce data AI-ready, data quality for Einstein, grounding data for Agentforce, Data Cloud for AI, RAG data architecture Salesforce. NOT for Data Cloud initial setup and licensing, not for LWC or Flow implementation, not for general data migration, not for Einstein Analytics dashboard design.

banibratachatterjee Bundle

Use when designing a Service Cloud solution end-to-end: channel strategy (phone, email, chat, messaging, social), routing model (queue-based vs skills-based Omni-Channel), knowledge strategy, entitlement and SLA enforcement, Einstein Bot / Agentforce deflection, and integration points. Triggers: service cloud architecture, case routing design, omni-channel strategy, contact center design, channel strategy, knowledge deflection, service console architecture. NOT for individual feature configuration (use admin/case-management), NOT for Einstein Bot conversation design (use agentforce/einstein-bot-architecture), NOT for telephony CTI implementation details.

banibratachatterjee Bundle

Use when designing, implementing, or auditing a Change Advisory Board (CAB) process for Salesforce deployments — covering change classification (standard, normal, emergency), required approvals, deployment gate sequencing, and integration with external ITSM tooling. NOT for record-level approval workflows (use Salesforce Approval Processes for business-object approvals), NOT for detailed pipeline automation scripting (see devops-process-documentation or pre-deployment-checklist), and NOT for Salesforce DevOps Center pipeline configuration.