Salesforce Expert

Salesforce Expert

Overview

This skill provides comprehensive guidance for Salesforce system development and operations management, covering configuration, customization, bug analysis, architecture design, and custom development patterns. Use this skill when encountering Salesforce-specific challenges, designing solutions, or troubleshooting issues related to permissions, approval processes, integrations, or custom code.

When to Use This Skill

Invoke this skill when:

• Settings & Customization: Configuring sharing settings, approval processes, validation rules, page layouts, or record types
• Bug Analysis & Troubleshooting: Diagnosing access denied issues, approval process errors, missing relationships, or integration failures
• Architecture Design: Planning data models, object relationships, integration patterns, or scalability strategies
• Custom Development: Implementing Apex triggers, batch jobs, Lightning Web Components, or REST APIs
• Security & Permissions: Resolving OWD settings, sharing rules, role hierarchy, or field-level security issues
• Performance Optimization: Addressing governor limit issues, slow queries, or large data volume challenges

Core Capabilities

1. Sharing Settings & Access Control

Troubleshoot and configure Salesforce's multi-layered security model.

Common Scenarios:

Issue: User cannot access related records

Example: Opportunity Owner changed, but new owner cannot see related Contacts

Diagnosis Process:
1. Check Contact OWD setting (Setup → Sharing Settings)
2. Verify Contact ownership
3. Check role hierarchy relationship
4. Review sharing rules
5. Query ContactShare records for access grants

Solutions:
- Change Contact OWD to "Controlled by Parent"
- Create sharing rule based on Opportunity Owner
- Implement Apex sharing in trigger
- Add user to Account Team

Issue: Lead conversion sharing

Example: After Lead conversion, converter loses access to created Contact/Account

Solutions:
- Enable "Grant Access Using Hierarchies"
- Create sharing rules for converters
- Implement team-based sharing
- Use Apex to grant manual sharing

Reference: Load references/sharing_settings_guide.md for comprehensive troubleshooting checklist, common access patterns, Apex sharing code examples, and performance considerations.

Key Apex Pattern:

// Share Contact with Opportunity Owner
public static void shareContactWithOwner(Id contactId, Id ownerId) {
    ContactShare share = new ContactShare(
        ContactId = contactId,
        UserOrGroupId = ownerId,
        ContactAccessLevel = 'Read',
        RowCause = Schema.ContactShare.RowCause.Manual
    );
    insert share;
}

2. Approval Process Configuration & Troubleshooting

Design, implement, and debug approval processes.

Common Scenarios:

Issue: "No applicable approval process was found"

Diagnosis:
1. Verify active approval process exists for object
2. Check entry criteria matches record
3. Confirm record not already in approval
4. Review filter criteria if using auto-submission

Debug Query:
SELECT Name, TableEnumOrId, State
FROM ProcessDefinition
WHERE TableEnumOrId = 'Opportunity' AND State = 'Active'

Issue: Wrong approver assigned

Solutions:
- Validate user field is populated and user active
- Check queue membership
- Specify fallback approver in process
- Implement Apex-based dynamic assignment

Issue: Can bypass approval by direct edit

Solution: Validation Rule
AND(
    ISCHANGED(Discount_Percent__c),
    TEXT(Status__c) = 'Approved',
    $Profile.Name <> 'System Administrator'
)
Error: Cannot edit approved record. Submit for re-approval.

Reference: Load references/approval_process_guide.md for approval patterns (single-step, multi-step, parallel, conditional), submission methods, action configuration, testing strategies, and monitoring queries.

Apex Submission Pattern:

Approval.ProcessSubmitRequest req = new Approval.ProcessSubmitRequest();
req.setObjectId(recordId);
req.setSubmitterId(UserInfo.getUserId());
req.setComments('Submitted via automation');

Approval.ProcessResult result = Approval.process(req);
if (result.isSuccess()) {
    System.debug('Submitted: ' + result.getInstanceId());
}

3. Custom Development Best Practices

Implement scalable, maintainable Apex and Lightning Web Components.

Trigger Handler Pattern:

// Trigger (minimal logic)
trigger OpportunityTrigger on Opportunity (before insert, before update,
                                          after insert, after update) {
    OpportunityTriggerHandler.execute();
}

// Handler (all business logic)
public class OpportunityTriggerHandler {

    private static Boolean isExecuting = false;

    public static void execute() {
        if (isExecuting) return; // Prevent recursion

        isExecuting = true;
        try {
            if (Trigger.isBefore) {
                if (Trigger.isInsert) handleBeforeInsert(Trigger.new);
                else if (Trigger.isUpdate) handleBeforeUpdate(Trigger.new, Trigger.oldMap);
            } else if (Trigger.isAfter) {
                if (Trigger.isInsert) handleAfterInsert(Trigger.new);
                else if (Trigger.isUpdate) handleAfterUpdate(Trigger.new, Trigger.oldMap);
            }
        } finally {
            isExecuting = false;
        }
    }

    private static void handleAfterUpdate(List<Opportunity> newOpps,
                                         Map<Id, Opportunity> oldMap) {
        List<Id> ownerChangedOpps = new List<Id>();

        for (Opportunity opp : newOpps) {
            if (opp.OwnerId != oldMap.get(opp.Id).OwnerId) {
                ownerChangedOpps.add(opp.Id);
            }
        }

        if (!ownerChangedOpps.isEmpty()) {
            OpportunityService.shareRelatedContactsWithNewOwner(ownerChangedOpps);
        }
    }
}

Service Layer Pattern:

public class OpportunityService {

    public static void shareRelatedContactsWithNewOwner(List<Id> opportunityIds) {
        // Query opportunities with contacts
        Map<Id, Opportunity> oppMap = new Map<Id, Opportunity>([
            SELECT Id, OwnerId, Customer_Tenant_Name__c
            FROM Opportunity
            WHERE Id IN :opportunityIds
            AND Customer_Tenant_Name__c != null
        ]);

        List<ContactShare> shares = new List<ContactShare>();

        for (Opportunity opp : oppMap.values()) {
            shares.add(new ContactShare(
                ContactId = opp.Customer_Tenant_Name__c,
                UserOrGroupId = opp.OwnerId,
                ContactAccessLevel = 'Read',
                RowCause = Schema.ContactShare.RowCause.Manual
            ));
        }

        if (!shares.isEmpty()) {
            Database.insert(shares, false);
        }
    }
}

Lightning Web Component Pattern:

// opportunityList.js
import { LightningElement, wire } from 'lwc';
import getOpportunities from '@salesforce/apex/OpportunityController.getOpportunities';

export default class OpportunityList extends LightningElement {
    opportunities;
    error;

    @wire(getOpportunities)
    wiredOpportunities({ error, data }) {
        if (data) {
            this.opportunities = data;
            this.error = undefined;
        } else if (error) {
            this.error = error;
            this.opportunities = undefined;
        }
    }
}

Reference: Load references/custom_development_patterns.md for trigger frameworks, batch apex, queueable patterns, LWC communication, testing strategies, and governor limit optimization.

4. Architecture Design & Data Modeling

Design scalable, maintainable Salesforce architectures.

Object Relationship Decision Matrix:

Many-to-Many Pattern (Junction Object):

Project (Master) ←─ Project_Assignment (Junction) ─→ Resource (Master)

Project_Assignment__c:
- Project__c (Master-Detail to Project)
- Resource__c (Master-Detail to Resource)
- Role__c (Picklist: Developer, QA, PM)
- Allocation_Percent__c (Number: 0-100)
- Start_Date__c, End_Date__c

Governor Limit Optimization:

// BAD - SOQL in loop
for (Opportunity opp : Trigger.new) {
    Account acc = [SELECT Name FROM Account WHERE Id = :opp.AccountId];
    opp.Account_Name__c = acc.Name;
}

// GOOD - Bulkified with Map
Set<Id> accountIds = new Set<Id>();
for (Opportunity opp : Trigger.new) {
    accountIds.add(opp.AccountId);
}

Map<Id, Account> accountMap = new Map<Id, Account>([
    SELECT Id, Name FROM Account WHERE Id IN :accountIds
]);

for (Opportunity opp : Trigger.new) {
    if (accountMap.containsKey(opp.AccountId)) {
        opp.Account_Name__c = accountMap.get(opp.AccountId).Name;
    }
}

Integration Pattern - REST API:

@RestResource(urlMapping='/api/opportunities/*')
global with sharing class OpportunityAPI {

    @HttpGet
    global static OpportunityResponse getOpportunity() {
        RestRequest req = RestContext.request;
        String oppId = req.requestURI.substring(req.requestURI.lastIndexOf('/') + 1);

        try {
            Opportunity opp = [
                SELECT Id, Name, Amount, StageName
                FROM Opportunity WHERE Id = :oppId LIMIT 1
            ];
            return new OpportunityResponse(true, 'Success', opp);
        } catch (Exception e) {
            return new OpportunityResponse(false, e.getMessage(), null);
        }
    }

    @HttpPost
    global static OpportunityResponse createOpportunity(OpportunityRequest reqBody) {
        try {
            Opportunity opp = new Opportunity(
                Name = reqBody.name,
                Amount = reqBody.amount,
                StageName = reqBody.stage,
                CloseDate = reqBody.closeDate
            );
            insert opp;
            return new OpportunityResponse(true, 'Created', opp);
        } catch (Exception e) {
            RestContext.response.statusCode = 400;
            return new OpportunityResponse(false, e.getMessage(), null);
        }
    }
}

Reference: Load references/architecture_best_practices.md for data modeling strategies, LDV design, indexing, governor limit patterns, integration patterns, security architecture, and testing strategies.

Bug Analysis Workflow

When analyzing Salesforce bugs, follow this systematic approach:

1. Gather Context

• Record type and object involved
• User role and profile
• Error message (exact wording)
• Steps to reproduce
• Expected vs actual behavior

2. Categorize Issue

• Access/Permissions: Cannot view/edit records
• Data Integrity: Missing relationships, incorrect calculations
• Process Automation: Approval, workflow, validation errors
• Integration: API failures, callout errors
• UI/UX: Page layout, Lightning component issues

3. Diagnose Root Cause

For Access Issues:

1. Check OWD: Setup → Sharing Settings → Object Default Access
2. Check Record Ownership: Who owns the record?
3. Check Role Hierarchy: Is user above owner?
4. Check Sharing Rules: Any applicable rules?
5. Check Manual Shares: Query [Object]Share records
6. Check Profile/Permission Sets: Object-level and field-level access

For Approval Issues:

1. Verify active process exists
2. Check entry criteria matches record
3. Verify approver assignment logic
4. Check user/queue active status
5. Query ProcessInstance for current state

For Relationship Issues:

1. Verify relationship type (Lookup vs Master-Detail)
2. Check Related Lists on page layout
3. Query junction objects if many-to-many
4. Verify field-level security on lookup fields

4. Propose Solutions

Provide multiple options ranked by:

• Quick Fix: Immediate workaround
• Proper Solution: Addresses root cause
• Long-term: Architectural improvement

Include code examples when applicable.

5. Document Fix

Include:

• Root cause analysis
• Solution implemented
• Testing steps
• Deployment considerations

Best Practices

Security

1. Always use with sharing unless specific reason
2. Check CRUD/FLS before DML operations
3. Use Security.stripInaccessible() for dynamic queries
4. Principle of Least Privilege for profiles and permission sets

Performance

1. Bulkify all code - handle 200 records
2. Avoid SOQL in loops - use Maps for lookup
3. Batch DML operations - single insert/update/delete
4. Use aggregate queries instead of iterating in Apex
5. Offload heavy processing to Queueable or Batch

Maintainability

1. Separate concerns - Trigger → Handler → Service
2. Single responsibility - One class/method, one purpose
3. Test business logic - Not just code coverage
4. Document complex logic - Comments and method headers
5. Version control - Use SFDX and Git

Testing

1. Test Data Factory - Centralized test data creation
2. Bulk Testing - Always test with 200 records
3. Mock Callouts - HttpCalloutMock for API tests
4. @testSetup - Reuse test data across methods
5. 85%+ Coverage - Test business logic thoroughly

Resources

This skill includes comprehensive reference documentation:

references/

sharing_settings_guide.md

• Organization-Wide Defaults (OWD) recommendations
• Common access issues with solutions
• Role hierarchy patterns
• Sharing rules (owner-based and criteria-based)
• Manual sharing via Apex
• Teams (Account Team, Opportunity Team)
• Troubleshooting checklist
• Performance and security best practices

approval_process_guide.md

• Approval process configuration patterns
• Single-step, multi-step, parallel, conditional approvals
• Submission methods (manual, Apex, Flow)
• Approval actions and assignments
• Common issues and solutions
• Testing strategies
• Monitoring and maintenance

custom_development_patterns.md

• Trigger handler and framework patterns
• Service layer pattern
• Batch Apex and Queueable patterns
• Lightning Web Components (wire, imperative, pub/sub)
• Testing patterns (factory, bulk, mock callouts)
• Bulkification and governor limit optimization
• Error handling and logging

architecture_best_practices.md

• Data modeling (Master-Detail vs Lookup, junction objects)
• Large Data Volume (LDV) design
• Governor limit management
• Scalability patterns
• Integration patterns (REST API, Platform Events)
• Security architecture
• Testing and CI/CD strategies

Load these references as needed to inform your analysis and solutions.

Examples

Example 1: Access Issue

User Request: "Manager created Opportunity, assigned to Rep. Rep cannot see related Contact."

Analysis:

1. Contact OWD is Private
2. Contact owned by Manager
3. Rep is not above Manager in role hierarchy
4. No sharing rule grants access

Solution Options:

Option 1: Change OWD (Quick)

Setup → Sharing Settings → Contact → "Controlled by Parent"
- Contact access inherits from Account
- If Rep has Opportunity, they get Account and Contact access

Option 2: Sharing Rule (Moderate)

Setup → Sharing Settings → Contact → New Sharing Rule
Based on: Opportunity Owner
Share with: Opportunity Owner's Role
Access: Read

Option 3: Apex Trigger (Long-term)

trigger OpportunityTrigger on Opportunity (after update) {
    for (Opportunity opp : Trigger.new) {
        if (opp.OwnerId != Trigger.oldMap.get(opp.Id).OwnerId) {
            ContactShare share = new ContactShare(
                ContactId = opp.Customer_Tenant_Name__c,
                UserOrGroupId = opp.OwnerId,
                ContactAccessLevel = 'Read',
                RowCause = Schema.ContactShare.RowCause.Manual
            );
            insert share;
        }
    }
}

Example 2: Approval Process Error

User Request: "Getting 'No applicable approval process found' when submitting Residential Opportunity."

Analysis:

1. Check active processes: SELECT Name FROM ProcessDefinition WHERE TableEnumOrId = 'Opportunity' AND State = 'Active'
2. Review entry criteria: Must match record
3. Verify record not already in approval

Solution:

1. Activate approval process:
   Setup → Approval Processes → Opportunity → [Process Name] → Activate

2. Verify entry criteria:
   Entry Criteria: RecordType.Name = 'Residential'

3. Test with debug:
   Debug Logs → Set trace flag for user → Submit record → Review "Approval Process" entries

Example 3: Integration Design

User Request: "Design REST API for external system to create Opportunities."

Solution:

@RestResource(urlMapping='/api/v1/opportunities/*')
global with sharing class OpportunityAPI {

    @HttpPost
    global static APIResponse createOpportunity(OpportunityRequest req) {
        Savepoint sp = Database.setSavepoint();

        try {
            // Validate required fields
            if (String.isBlank(req.name) || req.closeDate == null) {
                throw new ValidationException('Missing required fields');
            }

            // Find or create Account
            Account acc = findOrCreateAccount(req.accountName);

            // Create Opportunity
            Opportunity opp = new Opportunity(
                Name = req.name,
                AccountId = acc.Id,
                Amount = req.amount,
                StageName = req.stage != null ? req.stage : 'Prospecting',
                CloseDate = req.closeDate,
                External_ID__c = req.externalId
            );

            insert opp;

            return new APIResponse(true, 'Opportunity created', opp.Id);

        } catch (Exception e) {
            Database.rollback(sp);
            RestContext.response.statusCode = 400;
            return new APIResponse(false, e.getMessage(), null);
        }
    }

    private static Account findOrCreateAccount(String accountName) {
        List<Account> accounts = [
            SELECT Id FROM Account WHERE Name = :accountName LIMIT 1
        ];

        if (accounts.isEmpty()) {
            Account acc = new Account(Name = accountName);
            insert acc;
            return acc;
        }
        return accounts[0];
    }

    global class OpportunityRequest {
        public String name;
        public String accountName;
        public Decimal amount;
        public String stage;
        public Date closeDate;
        public String externalId;
    }

    global class APIResponse {
        public Boolean success;
        public String message;
        public String opportunityId;

        public APIResponse(Boolean success, String message, String oppId) {
            this.success = success;
            this.message = message;
            this.opportunityId = oppId;
        }
    }
}

// Test with cURL:
// curl -X POST https://instance.salesforce.com/services/apexrest/api/v1/opportunities/
//   -H "Authorization: Bearer TOKEN"
//   -H "Content-Type: application/json"
//   -d '{"name":"API Test Opp","accountName":"Test Account","amount":50000,"closeDate":"2025-12-31"}'

Note: This skill provides guidance and code examples. Always test solutions in a sandbox environment before deploying to production. Follow your organization's deployment and change management processes.