DevOps & Infra

banibratachatterjee Bundle

Use when deciding whether to implement Salesforce CPQ or stay with standard Products and Pricebooks for quoting and pricing. Triggers: 'should we buy CPQ or use standard pricebooks', 'is CPQ worth the cost for our quoting process', 'product bundling without CPQ', 'guided selling vs manual product selection', 'complex pricing rules or multi-dimensional discounting'. NOT for CPQ implementation details, NOT for CPQ package installation or configuration, NOT for Revenue Cloud Advanced.

banibratachatterjee Bundle

Use when deciding between CRM Analytics (formerly Einstein Analytics / Tableau CRM) and Tableau Desktop, Tableau Server, or Tableau Cloud for a Salesforce-centric analytics requirement. Triggers: 'CRM Analytics vs Tableau', 'which BI tool for Salesforce', 'Tableau for Salesforce data', 'Einstein Analytics vs Tableau', 'analytics platform decision', 'licensing comparison CRM Analytics Tableau', 'Tableau Next', 'Tableau+ for Salesforce'. NOT for implementation guidance on configuring CRM Analytics datasets, recipes, or Tableau workbooks — use admin/einstein-analytics-basics for that.

banibratachatterjee Bundle

Use when designing or reviewing multi-currency behavior in Sales Cloud: advanced currency management (ACM), dated exchange rates, converted amount field behavior, roll-up summary currency handling, and reporting currency implications. Triggers: 'multi-currency reporting wrong amounts', 'dated exchange rates architecture', 'ACM converted amount fields'. NOT for initial multi-currency enablement or basic currency admin setup.

banibratachatterjee Bundle

Use this skill when implementing FERPA (Family Educational Rights and Privacy Act) compliance controls in Salesforce Education Cloud or Education Data Architecture (EDA): LearnerProfile FERPA boolean fields, directory information opt-out via FLS and Individual data privacy flags, ContactPointTypeConsent for parental and third-party disclosure, 45-day student records response window tracking, and consent workflow automation. Trigger keywords: FERPA, student records privacy, LearnerProfile, parental disclosure, directory information opt-out, education data privacy, student consent, education cloud compliance. NOT for GDPR/CCPA general data privacy (see gdpr-data-privacy skill), platform encryption at rest (see platform-encryption skill), or HIPAA health-data compliance.

banibratachatterjee Bundle

Use this skill to configure SLA enforcement for Salesforce Field Service (FSL) using Work Order entitlement processes: designing entitlement processes of type Work Order, defining FSL milestones (response time, on-site arrival, resolution), wiring milestone actions, and aligning Business Hours with service territory Operating Hours. NOT for Service Cloud Case SLAs, case escalation rules, or omni-channel routing — Case entitlement processes are a separate skill.

banibratachatterjee Bundle

Use when configuring Apex test execution in CI/CD pipelines, choosing test levels for deployments, parsing test results, or troubleshooting code coverage in automated builds. Triggers: 'RunLocalTests', 'RunSpecifiedTests', 'sf project deploy', 'code coverage CI', 'JUnit test results'. NOT for Apex test class design patterns, test data factory architecture, or LWC Jest testing.

banibratachatterjee Bundle

Use this skill to elicit, document, and validate CRM Analytics requirements — covering data source mapping (Salesforce object sync vs external connector vs Data Cloud), transformation needs, audience-specific lens or dashboard views, and drill-down path specifications — before any dataset or dashboard is built. Trigger keywords: CRM Analytics requirements, analytics data source mapping, CRM Analytics audience requirements, analytics visualization requirements. NOT for standard Salesforce Reports and Dashboards requirements, CRM Analytics implementation, SAQL query development, or KPI formula definition (use analytics-kpi-definition).

banibratachatterjee Bundle

Use when planning, reviewing, or troubleshooting Salesforce metadata releases and admin deployment processes. Triggers: 'change set', 'deployment plan', 'rollback', 'DevOps Center', 'SFDX deploy', 'release checklist', 'production deployment'. NOT for writing CI pipeline code unless the key problem is release method and governance.

banibratachatterjee Bundle

Configuring Salesforce In-App Guidance: floating, docked, and targeted prompts, multi-step walkthroughs, audience targeting, scheduling, and adoption analytics. Use when designing user onboarding or feature adoption programs in Lightning Experience. NOT for change management planning (use change-management-and-training). NOT for Experience Cloud (requires separate PRM licensing and does not share the Lightning Experience guidance engine).

banibratachatterjee Bundle

Use this skill when configuring, reviewing, or troubleshooting how environment-specific values — endpoint URLs, client IDs, thresholds, feature flags — are managed across Salesforce orgs without hardcoding. Triggers: 'named credential per environment', 'custom metadata for config', 'sfdx string replacement', 'CI variable substitution', 'secrets in org configuration', 'org-specific values'. NOT for sandbox refresh automation (use sandbox-refresh-and-templates), NOT for general deployment pipeline setup (use github-actions-for-salesforce or bitbucket-pipelines-for-salesforce), and NOT for per-user or per-profile configuration overrides.

banibratachatterjee Bundle

Use this skill when designing or troubleshooting the data pipeline strategy for connecting source systems to Data Cloud — including ingestion API pattern selection (streaming vs. batch), connector type decisions, DSO-to-DLO-to-DMO pipeline lag, and lakehouse federation patterns. Triggers on: Data Cloud ingestion API setup, streaming vs batch connector decision, Data Cloud connector types, MuleSoft Direct for Data Cloud, data pipeline lag for segmentation. NOT for standard Salesforce integration patterns (use integration-patterns skill), not for querying Data Cloud once data is ingested (use data-cloud-query-api), not for configuring standard admin connectors through the UI only.

banibratachatterjee Bundle

Use this skill when comparing Industries CPQ (formerly Vlocity CPQ) with Salesforce CPQ (Revenue Cloud managed package) — covering feature parity, decision criteria, migration paths, and coexistence patterns. Trigger keywords: Vlocity CPQ, Industries CPQ, Salesforce CPQ comparison, Revenue Cloud migration, CPQ selection, which CPQ to use. NOT for implementing, configuring, or debugging either CPQ product.

banibratachatterjee Bundle

Use this skill when designing or evaluating a Health Cloud implementation to determine whether the org serves a payer (health insurer), a provider (care delivery organization), or both — and to derive the correct object model, PSL matrix, and feature activation accordingly. Triggers: 'should we use MemberPlan or ClinicalEncounter', 'payer vs provider Health Cloud', 'which Health Cloud objects does an insurer use', 'setting up a Health Cloud org for a hospital vs a health plan', 'Provider Relationship Management vs clinical provider'. NOT for individual feature implementation within an already-classified payer or provider org, and NOT for Salesforce Health Cloud implementations that are clearly a single deployment type with no cross-sector ambiguity.

banibratachatterjee Bundle

Use this skill when designing or reviewing a Salesforce Financial Services Cloud (FSC) wealth management platform — covering advisor workspace configuration, client portal setup, portfolio data integration, Compliant Data Sharing, and FSC feature enablement decisions. NOT for investment product advice, financial planning calculations, or FSC Health Cloud configurations.

banibratachatterjee Bundle

Use this skill when implementing or troubleshooting Salesforce Revenue Lifecycle Management (RLM) — the native Revenue Cloud product covering order-to-cash lifecycle, Dynamic Revenue Orchestrator (DRO) fulfillment plan design, asset amendments, billing schedule creation via Connect API, and invoice management. Triggers on: Dynamic Revenue Orchestrator, RLM order decomposition, DRO fulfillment swimlanes, native Revenue Cloud billing schedule, asset lifecycle management Salesforce. NOT for CPQ quoting or pricing rules (use cpq-* skills), not for the legacy Salesforce Billing managed package with blng__* objects (different product entirely), not for standard Order objects without Revenue Cloud features.

banibratachatterjee Bundle

Export large Salesforce datasets to a lakehouse via Bulk API 2.0, CDC streams, or Salesforce Data Pipelines. NOT for ad-hoc exports.

banibratachatterjee Bundle

Use this skill to configure and troubleshoot Salesforce Billing revenue recognition rules, schedules, and GL transaction generation in compliance with ASC 606. Triggers: 'revenue schedule not generated after order activation', 'blng__RevenueSchedule__c records missing', 'how to configure blng__RevenueRecognitionRule__c on a product', 'Finance Periods not set up before revenue schedule generation', 'revenue schedule did not update after contract amendment', 'performance obligation allocation for bundled products', 'distribution method for revenue spread', 'ASC 606 implementation in Salesforce Billing'. NOT for billing schedule setup (see billing-schedule-setup skill), NOT for standard Salesforce CPQ quoting, NOT for OpportunityLineItem native Revenue Schedules (standard platform feature unrelated to Salesforce Billing), NOT for Salesforce Revenue Cloud (Revenue Lifecycle Management).

banibratachatterjee Bundle

Use this skill to verify prerequisites, license entitlements, and org readiness before enabling Einstein for Service AI features: Case Classification, Article Recommendations, Reply Recommendations, and Work Summaries. Trigger keywords: Einstein for Service setup, enable Case Classification, enable Article Recommendations, enable Reply Recommendations, enable Work Summaries, Einstein generative AI prerequisites, Data Cloud for Work Summaries. NOT for core Agentforce agent setup, Agent Builder topic design, Einstein Copilot configuration, ongoing optimization of already-running features, or Einstein Trust Layer configuration.

banibratachatterjee Bundle

Architecture guidance for Salesforce FSC banking and Digital Lending: loan origination platform design, ResidentialLoanApplication data model, payment processing integration patterns, and account servicing workflow architecture. NOT for implementation-level OmniScript development, FSC Insurance Cloud, or generic CRM data modeling.

banibratachatterjee Bundle

Use when designing a unified multi-channel service strategy spanning phone (Service Cloud Voice), email (Email-to-Case), chat (Messaging for In-App/Web), social, and SMS with Omni-Channel routing. Triggers: channel prioritization, unified routing across channels, service channel migration, multi-channel capacity planning. NOT for individual channel setup or configuration — see service-cloud-architecture for single-channel implementation details.

banibratachatterjee Bundle

Use when designing or evaluating Salesforce CPQ subscription lifecycle architecture: amendment flow, renewal automation, co-termination design, or billing integration at the contract level. Trigger keywords: amendment architecture, renewal automation, co-termination design, subscription ledger, large-scale amendment, billing schedule, swap pattern, SBQQ__Subscription__c. NOT for billing setup, standard Salesforce contracts without CPQ, or Revenue Cloud advanced order management.

banibratachatterjee Bundle

Use when diagnosing and resolving SFDX source-tracking conflicts between a local project and a Salesforce org — covering sf project pull/push/retrieve/deploy conflict errors, force overwrite decisions, tracking file corruption, and sandbox source-tracking enablement. Trigger keywords: source tracking, conflict, --force-overwrite, --ignore-conflicts, maxRevision.json, sf project retrieve, source:status. NOT for Git merge conflicts, DevOps Center pipeline conflicts, or change-set deployments.

banibratachatterjee Bundle

Use when documenting, reviewing, or gathering requirements for Salesforce CPQ subscription lifecycle behavior: how amendments, renewals, upgrades, downgrades, and cancellations must work for a specific business. Trigger keywords: subscription requirements, amendment requirements, renewal requirements, proration requirements, co-termination, subscription ledger, upgrade downgrade policy. NOT for CPQ setup or configuration, not for Apex amendment API implementation, and not for Revenue Cloud advanced order management.

banibratachatterjee Bundle

Use this skill when designing or auditing CRM Analytics (formerly Einstein Analytics / Tableau CRM) data access controls: row-level security predicates, dataset-level visibility, app-level sharing roles, sharing inheritance configuration, and cross-dataset security embedding strategies. Trigger keywords: CRM Analytics security, row-level security predicate, Analytics dataset access, sharing inheritance, security predicate design, cross-dataset security, analytics entitlement dataset. NOT for standard Salesforce sharing model design (OWD, role hierarchy, sharing rules on standard objects), standard reports/dashboards folder sharing, or Tableau Server/Tableau Cloud security.

banibratachatterjee Bundle

Architecture guidance for Salesforce Insurance Cloud on FSC: module licensing strategy, policy administration object model, claims processing workflow design, underwriting rule integration, and channel routing. NOT for Health Cloud payer architecture, FSC retail banking, or implementation-level OmniScript development.

banibratachatterjee Bundle

Use when designing or implementing volunteer management in Salesforce for nonprofits using NPSP or Nonprofit Cloud — covers V4S managed package objects vs. NPC-native volunteer objects, hours tracking, scheduling, and recognition workflows. NOT for HR systems, commercial employee volunteering programs, or Field Service Lightning crew management.

banibratachatterjee Bundle

Use when sequencing a deployment that spans multiple Salesforce clouds — Sales Cloud, Service Cloud, and Experience Cloud — and encountering reference errors, cascading metadata failures, or DigitalExperienceBundle ordering problems. Triggers: 'ExperienceBundle deployment fails with no Network found', 'cross-cloud metadata dependency error', 'how do I deploy Experience Cloud with Sales Cloud together', 'DigitalExperienceBundle missing CustomSite reference', 'how to sequence multi-cloud deployment correctly'. NOT for single-cloud deployments (use pre-deployment-checklist), NOT for OmniStudio or Health Cloud deployment specifics (use health-cloud-deployment-patterns), NOT for package-based multi-cloud release strategy (use multi-package-development).

banibratachatterjee Bundle

Use this skill when scripting or automating the deployment of Experience Cloud sites between Salesforce orgs using the Metadata API, Salesforce CLI, or CI/CD pipelines. Covers ExperienceBundle (Aura-based sites), DigitalExperienceBundle (enhanced LWR sites), the ExperienceBundleSettings prerequisite, CMS content exclusion gaps, and required post-deployment manual steps for domain configuration, SSO, and CDN bindings. NOT for general Experience Cloud site building in Experience Builder, OmniStudio-based sites, CMS content authoring, or Salesforce Sites (Force.com Sites) deployments.

banibratachatterjee Bundle

Use this skill when setting up, configuring, or troubleshooting sfdx-project.json, organizing packageDirectories for mono-repo or multi-package projects, managing sourceApiVersion alignment, and structuring the force-app directory tree for source-driven development. NOT for scratch org definition files (use scratch-org-management), CLI command usage (use sf-cli-and-sfdx-essentials), or CI/CD pipeline configuration (use github-actions-for-salesforce or bitbucket-pipelines-for-salesforce).

banibratachatterjee Bundle

Use this skill to design and review the architecture for integrating external AI agents (Claude, ChatGPT, LangChain, custom LLM pipelines) with a Salesforce org — covering integration pattern selection (MCP vs. REST vs. Platform Events), auth model design, data exposure scope, org governor limit planning, and Well-Architected tradeoffs. Trigger keywords: AI agent Salesforce integration, agent-to-org architecture, LLM Salesforce access pattern, external AI org connectivity, agentic system org design. NOT for native Agentforce Agent creation inside Salesforce (use agent-topic-design), NOT for implementation-level Apex tool code (use mcp-tool-definition-apex), NOT for ETL or data pipeline design (use sf-to-llm-data-pipelines).

banibratachatterjee Bundle

Use this skill when designing hybrid on-premises-to-Salesforce integration architectures: DMZ relay patterns, reverse proxy configuration, VPN connectivity, Salesforce Private Connect (AWS PrivateLink) topology, and data residency patterns for regulated data. Trigger keywords: on-premises to Salesforce integration network topology, DMZ relay Salesforce, hybrid integration VPN, Private Connect architecture, data residency Salesforce hybrid. NOT for cloud-to-cloud only integration patterns, OAuth or authentication mechanism design (use integration-security-architecture), or standard Connected App setup.

banibratachatterjee Bundle

Use this skill when designing or evaluating the holistic platform architecture for a Nonprofit Cloud (Agentforce Nonprofit) implementation — spanning module selection, data model foundations, integration strategy, and phased adoption across the six independently licensable modules. Trigger keywords: Nonprofit Cloud architecture, NPC platform design, nonprofit Salesforce architecture, program and fundraising architecture, nonprofit data model strategy, Agentforce Nonprofit. NOT for individual feature design within a single module, NPSP configuration, the NPSP-vs-NPC migration decision, or day-to-day admin setup of a specific module.

banibratachatterjee Bundle

Use when OmniStudio components are degrading under high concurrent user load, when Integration Procedures are hitting governor limits at portal scale, or when designing an OmniStudio deployment for thousands of simultaneous Experience Cloud users. Trigger keywords: OmniScript concurrency, Integration Procedure SOQL limits portal, Queueable Chainable, Direct Platform Access, LWR CDN Experience Cloud high volume. NOT for generic scalability planning (use architect/limits-and-scalability-planning), NOT for single-session performance tuning (use omnistudio/omnistudio-performance).

banibratachatterjee Bundle

Use this skill to set up, review, or troubleshoot Bitbucket Pipelines CI/CD workflows for Salesforce using SFDX JWT Bearer Flow or SFDP URL authentication, Apex test gates, branch-based deployment strategies, and Bitbucket repository variables for secret management. Trigger keywords: bitbucket pipelines, bitbucket CI, atlassian pipe, salesforce-deploy pipe, bitbucket-pipelines.yml, bitbucket repository variables. NOT for GitHub Actions (use github-actions-for-salesforce), Jenkins, Copado, Azure DevOps, or any non-Bitbucket CI platform.

banibratachatterjee Bundle

Use when planning or executing a migration from change-set-based deployments to Salesforce DX source-driven development. Trigger keywords: 'migrate from change sets', 'move to SFDX', 'convert metadata to source format', 'sf project convert mdapi', 'source-driven development adoption'. NOT for greenfield SFDX project setup (use sf-cli-and-sfdx-essentials), unlocked package design (use unlocked-package-development), or DevOps Center pipeline creation (use devops-center-pipeline).

akashrpatil Bundle

Construct and deploy advanced Malleable C2 profiles in Cobalt Strike to deeply obfuscate Command and Control traffic. Use this skill to camouflage malicious beacons as legitimate jQuery, Amazon AWS, or Microsoft Office 365 HTTP/HTTPS web traffic, bypassing network-based IDS/IPS.