DevOps & Infra

banibratachatterjee Bundle

Use this skill to design and configure the engagement model for an Experience Cloud community: reputation levels, ideation, and content contribution strategy. Triggers: 'community engagement strategy', 'gamification Experience Cloud', 'reputation levels setup', 'ideation community portal', 'member recognition program'. NOT for moderation configuration (see experience-cloud-moderation). NOT for technical Experience Cloud site setup or Lightning template selection.

banibratachatterjee Bundle

Use this skill when configuring the Financial Services Cloud (FSC) household data model — including Household record type setup, Primary Group assignment, ACR-based membership, rollup field inclusion, and batch rollup scheduling. NOT for NPSP household account configuration (use admin/npsp-household-accounts), non-FSC Account hierarchies, or standard Contact-Account relationships outside of FSC.

banibratachatterjee Bundle

Use this skill when setting up, configuring, or managing Salesforce Lightning Knowledge — including enabling the feature, designing record types on Knowledge__kav, configuring Data Categories for organization and visibility control, setting up publishing workflows, and layering approval processes. Trigger keywords: Lightning Knowledge setup, Knowledge article record types, Data Category visibility, Knowledge publishing workflow, Knowledge__kav configuration. NOT for Knowledge in Experience Cloud (use the experience-cloud-knowledge skill), NOT for Einstein Article Recommendations surfacing (use einstein-article-recommendations skill), NOT for Knowledge search tuning or Apex programmatic article management.

banibratachatterjee Bundle

Use this skill when designing or troubleshooting data visibility for partner (channel) users in a Salesforce Experience Cloud Partner Community. Triggers: partner user data visibility, PRM data access model, partner role hierarchy sharing, deal registration data access partner, channel partner analytics. NOT for internal data access patterns. NOT for customer community data sharing (see admin/sharing-and-visibility or external-user-data-sharing for customer portal scenarios).

banibratachatterjee Bundle

Use this skill to set up, review, or troubleshoot GitHub Actions CI/CD pipelines for Salesforce using SFDX JWT Bearer Flow authentication, Apex test gates, and branch-conditional deployments. Trigger keywords: github actions, CI pipeline, jwt auth, sfdx ci, workflow yaml, github secrets, apex coverage threshold. NOT for other CI tools such as Jenkins, Copado, Bitbucket Pipelines, or Azure DevOps.

banibratachatterjee Bundle

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 jobs), schema management in OpenAPI 3.0.x YAML, Connected App setup with cdp_ingest_api scope, and error handling for both modes. NOT for standard Salesforce Bulk API, CRM Analytics data import, or Data Cloud data streams from CRM objects.

banibratachatterjee Bundle

Use this skill when a deployment, source push, or package version fails because a metadata type is unsupported, partially supported, or behaves differently across Metadata API, source tracking, unlocked packages, and 2GP managed packages. Covers identifying coverage gaps, building release runbooks for manual post-deployment steps, and choosing workarounds such as post-deploy scripts, Tooling API calls, or manual configuration. NOT for general deployment error troubleshooting, Metadata API usage tutorials, or architecture-level metadata dependency mapping.

banibratachatterjee Bundle

Verifying Salesforce deployments succeeded end-to-end after metadata lands in the target org. Covers validation deploys (checkOnly), quick deploy from validated IDs, Apex test result interpretation, Deployment Status page drill-down, and rollback strategies. NOT for writing Apex tests (use apex test patterns). NOT for CI/CD pipeline setup (use github-actions-for-salesforce or gitlab-ci-for-salesforce).

banibratachatterjee Bundle

Use when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site. Triggers: 'gathering requirements for customer portal', 'planning Experience Cloud site', 'what license for community portal', 'portal user journey mapping', 'self-service requirements'. NOT for Experience Cloud implementation or configuration. NOT for post-launch portal optimization or redesign.

banibratachatterjee Bundle

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 website', 'add Agentforce to Slack', 'enable agent for mobile app', 'configure embedded service for agent', 'agent API for custom integration', 'multi-channel agent deployment'. NOT for agent logic design — use agentforce/agent-topic-design or agentforce/agent-actions for topics, instructions, and action contracts.

banibratachatterjee Bundle

Use this skill when designing or implementing an integration between a Student Information System (SIS) — such as Ellucian Banner, Ellucian Colleague, Anthology Student, Oracle PeopleSoft Campus Solutions, or Workday Student — and Salesforce Education Cloud. Covers the canonical Education Cloud data model objects (AcademicTermEnrollment, CourseOfferingParticipant, CourseOfferingPtcpResult, LearnerProfile, PersonAcademicCredential), external ID / upsert keying strategies using SIS-native identifiers (Banner PIDM, PeopleSoft EMPLID), batch nightly upsert patterns, Change Data Capture (CDC) for enrollment status writeback, and MuleSoft/middleware watermark patterns. Trigger keywords: SIS integration, Banner integration, PeopleSoft integration, Education Cloud data model, enrollment sync, grade writeback, AcademicTermEnrollment, LearnerProfile upsert. NOT for Salesforce Admissions Connect application processing, Financial Aid integration, Learning Management System (LMS) integrations, or general ETL tooling not i

banibratachatterjee Bundle

Use this skill when integrating with Salesforce Industries-specific API layers — Insurance Policy Business Connect API, Communications Cloud TM Forum Open APIs (TMF679, TMF680, etc.), Energy and Utilities Update Asset Status API, and Service Process Studio Connect APIs. Trigger keywords: Insurance policy issuance API, endorsement API, TMF679, Communications Cloud REST API, Update Asset Status, Service Process API, InsurancePolicy Connect API, sfiEnergy, industry-specific REST endpoint. NOT for standard Salesforce REST API, SOAP API, Bulk API, or platform event integration unrelated to an industry vertical.

banibratachatterjee Bundle

Use when designing or implementing CI/CD pipelines for OmniStudio components — DataPack export/import, versioning, environment promotion, and automated deployment. NOT for standard Salesforce metadata CI/CD or Apex-only pipelines.

banibratachatterjee Bundle

Use this skill when configuring Salesforce B2B or D2C Commerce checkout: payment methods, shipping/tax integration, guest checkout, order summary setup, and CartCheckoutSession state orchestration. Trigger keywords: checkout flow, payment adapter, shipping tax integration, guest checkout, order summary, CartCheckoutSession, Managed Checkout, Commerce checkout flow. NOT for CPQ quoting, Checkout.com account management, or Service Cloud Order Management post-fulfillment logic.

banibratachatterjee Bundle

Use when creating, reviewing, or troubleshooting Prompt Builder templates (Field Generation, Record Summary, Sales Email, or Flex types), including grounding with merge fields, Flow, or Apex. Trigger keywords: prompt template, Prompt Builder, field generation, record summary, sales email template, flex template, grounding, merge fields, LLM template, Einstein generative AI. NOT for agent topic instructions, Copilot action configuration, or Data Cloud segment activation.

banibratachatterjee Bundle

Use this skill when extracting Salesforce data for consumption by external LLMs or vector stores outside the Salesforce ecosystem — covering Bulk API v2 extraction patterns, PII scrubbing before transmission, chunking and embedding pipelines that run in external infrastructure, and non-Data-Cloud vector store ingestion (Pinecone, pgvector, Weaviate, OpenSearch). Trigger keywords: export Salesforce data to external LLM, Bulk API extract for embeddings, send Salesforce records to OpenAI, pipe Salesforce data to Pinecone, PII scrubbing before LLM, external vector store ingestion. NOT for Data Cloud vector search or grounding within Salesforce (use rag-patterns-in-salesforce), NOT for Data Cloud data model or harmonized schema design (use ai-ready-data-architecture), NOT for Agentforce agent creation or topic design (use agentforce-agent-creation), NOT for BYO LLM registration inside Salesforce (use model-builder-and-byollm).

banibratachatterjee Bundle

Use this skill when configuring pricebooks, tiered pricing, promotions, coupon codes, or cart discounts for B2B or D2C Commerce stores. Trigger keywords: WebStorePricebook, BuyerGroupPricebook, PriceAdjustmentSchedule, PromotionsCartCalculator, commerce coupon, cart-level discount, tiered price, Commerce promotion. NOT for CPQ pricing, standard Sales Cloud Opportunity pricebooks, or Quote pricing.

banibratachatterjee Bundle

Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQ__Subscription__c. NOT for standard Salesforce contracts without CPQ, nor for Revenue Cloud advanced order management.

banibratachatterjee Bundle

Use when configuring Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog configuration, TM Forum-aligned order decomposition, Account record-type segmentation, and contract lifecycle activation. NOT for generic OmniStudio configuration, Salesforce CPQ (SBQQ), standard B2C/B2B Commerce order management, or non-Communications Industries clouds.

banibratachatterjee Bundle

Use this skill when defining patient engagement portal requirements for Health Cloud: appointment scheduling, secure in-portal messaging, health assessments, patient education, and self-service features. NOT for Experience Cloud site configuration, OmniStudio development, or standard CRM portal setup unrelated to clinical patient engagement.

banibratachatterjee Bundle

Sales-specific AI features in Sales Cloud: Einstein Opportunity Scoring setup and optimization, Einstein Activity Capture configuration, AI email generation, Pipeline Inspection AI insights, and Einstein Relationship Insights. NOT for core Agentforce setup, agent topic design, or Einstein Trust Layer configuration.

banibratachatterjee Bundle

Use when testing, evaluating, or building regression suites for Agentforce agents: conversation testing in Agent Builder, topic coverage and utterance testing, Testing API and AiEvaluationDefinition metadata, evaluation metrics (containment rate, escalation rate, CSAT, topic activation accuracy), and post-deploy analytics via Enhanced Event Logs. Triggers: 'how do I test my Agentforce agent', 'agent routes to wrong topic', 'write utterance tests', 'regression test after topic change', 'measure agent quality', 'agent containment rate'. NOT for agent creation, topic design, or action contract design — use agentforce/agentforce-agent-creation, agentforce/agent-topic-design, or agentforce/agent-actions respectively.

banibratachatterjee Bundle

Use this skill when developing Data Cloud vector search capabilities: configuring search indexes, selecting chunking strategies (Easy Setup vs Advanced Setup), generating embeddings via the Salesforce-managed model, calling the Query API with a Data Cloud access token, and wiring retrieval to Agentforce grounding. NOT for Data Cloud admin, data model design, or standard CRM Connected App token management.

banibratachatterjee Bundle

Service-specific AI features in Service Cloud: Case Classification setup and optimization, Article Recommendations configuration, Reply Recommendations, Work Summary (After-Visit Summary), Service Replies with Einstein, Auto-Routing, and Einstein Conversation Mining. NOT for core Agentforce setup, agent topic design, Agent Builder configuration, or Einstein Trust Layer setup.

banibratachatterjee Bundle

Use this skill when an organization must decide whether to stay on NPSP (Nonprofit Success Pack) or move to Nonprofit Cloud (NPC), evaluate the timeline for that move, and understand what the migration entails at an architectural level. Trigger keywords: NPSP vs Nonprofit Cloud, upgrade NPSP, migrate to NPC, nonprofit platform decision, NPSP end of life, Nonprofit Cloud vs NPSP comparison. NOT for implementation — does not cover post-decision NPC build, NPSP customization, or data migration execution.

banibratachatterjee Bundle

Use when designing the SLA tier definition table, escalation matrix document, and milestone threshold configuration for a Salesforce Service Cloud implementation. Covers designing the artifact layer — tier tiers (e.g., Enterprise/Professional/Basic), response and resolution time targets, business hours mapping, milestone percentage thresholds at 50/75/90/100%, and the escalation action matrix that maps thresholds to notification targets and automated actions. Triggers: SLA design, escalation matrix, milestone thresholds, tier definition, business hours alignment, SLA enforcement design. NOT for entitlement process configuration steps (use admin/case-management-setup), NOT for escalation rule setup (use admin/escalation-rules), NOT for CPQ quoting SLAs.

banibratachatterjee Bundle

Use when exporting, importing, or version-controlling OmniStudio components using DataPacks via the OmniStudio DataPacks tool or vlocity CLI. Covers DataPack export/import, Git version control integration, CI/CD for OmniStudio. NOT for SFDX-based metadata deployment of non-OmniStudio components.

banibratachatterjee Bundle

Use this skill when grounding Agentforce agents with retrieved knowledge using Data Cloud vector search, configuring vector search indexes, selecting chunking and embedding strategies, or controlling how retrieved context flows through the Einstein Trust Layer into prompts. NOT for Data Cloud data model setup (use a Data Cloud skill), NOT for Agentforce agent creation or topic design (use agentforce-agent-creation or agent-topic-design), and NOT for BYO LLM configuration (use model-builder-and-byollm).

banibratachatterjee Bundle

Use this skill when designing CRM Analytics dataset architecture, planning dataflow or Recipe ELT strategies, implementing incremental extraction patterns, or integrating external data lakes (Snowflake, BigQuery, Redshift). Trigger keywords: CRM Analytics dataset design, dataflow performance, Recipe incremental, remote connection data lake, analytics ELT strategy, dataset row limits. NOT for standard Salesforce object data modeling, Salesforce Data Cloud architecture, or MuleSoft integration design.

banibratachatterjee Bundle

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 strategy, quality gate, deployment gate, CI validation sandbox, staging environment, pipeline design, release strategy, rollback strategy, environment topology. NOT for configuring an individual CI tool (GitHub Actions, GitLab CI, Jenkins) — use devops/github-actions-for-salesforce or devops/gitlab-ci-for-salesforce. NOT for Apex test configuration in CI — use devops/continuous-integration-testing. NOT for DevOps Center setup or work item promotion — use devops/devops-center-pipeline.

banibratachatterjee Bundle

Use this skill when architecting Health Cloud orgs that must satisfy geographic data residency, HIPAA, GDPR, or national health-data regulations on Hyperforce — including scoping the HIPAA BAA, mapping transient processing exceptions, and documenting which features require separate compliance addenda. NOT for generic multi-region Salesforce architecture unrelated to healthcare data, and NOT for non-healthcare data residency requirements (use a general Hyperforce architecture skill for those).

banibratachatterjee Bundle

Use this skill when architecting how Health Cloud connects to external EHR/EMR systems via FHIR R4 — covering integration pattern selection, transformation layer design, MuleSoft Accelerator usage, and EMR bidirectional sync topology. NOT for individual FHIR REST API call implementation, NOT for FHIR object-level data mapping or Apex code that reads/writes specific Health Cloud objects, and NOT for HL7 v2 message parsing internals.

banibratachatterjee Bundle

Use this skill when designing FSL for multiple geographic regions or timezones: territory timezone configuration, cross-territory resource assignment, concurrent optimization serialization, and regional scheduling boundaries. Trigger keywords: multi-region FSL, FSL timezone territories, cross-territory resource scheduling, concurrent optimization territories, international FSL deployment. NOT for multi-org strategy, single-timezone single-region FSL deployments, or Experience Cloud multi-region (covered by architect/multi-org-strategy).

banibratachatterjee Bundle

Use this skill to design HIPAA-compliant Salesforce org architectures for healthcare organizations storing or processing Protected Health Information (PHI). Trigger keywords: HIPAA BAA, PHI storage, Shield encryption, Health Cloud compliance, HIPAA technical safeguards, covered entity Salesforce architecture. NOT for general security architecture or non-healthcare compliance.

banibratachatterjee Bundle

Auditing, right-sizing, and reclaiming Salesforce licenses to reduce cost and ensure compliant allocation. Trigger keywords: license audit, license cost reduction, unused licenses, permission set license, login-based license, inactive users, license reclamation, right-size licenses. NOT for provisioning net-new licenses (contact AE). NOT for Experience Cloud community license troubleshooting. NOT for permission set assignment logic outside of license gating.

banibratachatterjee Bundle

Use this skill when authoring, debugging, or optimizing a scratch org definition file (project-scratch-def.json): schema structure, features array, settings hierarchy, Org Shape sourcing, edition selection, orgPreferences-to-settings migration, and release pinning. NOT for scratch org lifecycle management (use scratch-org-management), CI pipeline design, or sandbox configuration.