BanibrataChatterjee

@banibratachatterjee source repo

612 skills
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9 hours ago last updated

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File And Document Integration · banibratachatterjee bundle
Use when uploading, downloading, managing, or integrating files and documents with Salesforce — covering ContentVersion/ContentDocument, REST multipart uploads, base64 inserts, Files Connect for external storage reads, and virus scanning callout patterns. Triggers: 'upload file to Salesforce', 'ContentVersion REST API', 'Files Connect external storage', 'multipart file upload', 'document integration pattern', 'virus scan uploaded file'. NOT for Bulk API data loads, Chatter feed post content, email attachment handling via EmailMessage, or CRM Content classic libraries.

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Experience Cloud Search Customization · banibratachatterjee bundle
Use this skill when configuring or extending search on an Experience Cloud site — covering Search Manager scope configuration, LWR vs Aura search component selection, federated search setup, guest user search access, and custom search result components. NOT for SOSL/SOQL query development. NOT for internal Salesforce global search or Einstein Search for agents.

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Document Generation Omnistudio · banibratachatterjee bundle
Generating documents (PDF, DOCX, PPTX) from OmniStudio using Document Templates, OmniDataTransform token mapping, and OmniScript or Integration Procedure orchestration. Use when building client-side interactive or server-side batch document generation flows. NOT for Salesforce CPQ document generation. NOT for standard Salesforce mail merge or Lightning email templates. NOT for Contract Lifecycle Management (CLM) native document generation.

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Omnistudio Custom Lwc Elements · banibratachatterjee bundle
Creating and integrating custom Lightning Web Components within OmniScripts: LWC override patterns, pubsub event handling, custom validation, OmniStudio data passing conventions. Use when a standard OmniScript element cannot meet a UX requirement. NOT for standalone LWC development (use lwc/* skills). NOT for Integration Procedures (use integration-procedures). NOT for embedding an OmniScript inside an LWC (use omnistudio-lwc-integration).

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Experience Cloud Licensing Model · banibratachatterjee bundle
Use this skill to select the correct Experience Cloud external user license type for a portal or community. Trigger keywords: Customer Community vs Partner Community, login-based vs member-based license, External Apps license, external user license selection, Experience Cloud license tiers. NOT for internal Salesforce employee licensing. NOT for Marketing Cloud licensing. NOT for ISV or OEM licensing.

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Fundraising Integration Patterns · banibratachatterjee bundle
Use this skill when connecting a Salesforce Nonprofit Cloud or NPSP org to fundraising-adjacent systems: payment gateways via Salesforce.org Elevate, wealth screening tools (iWave, DonorSearch), email marketing platforms (Marketing Cloud, Pardot), and event management platforms. Trigger keywords: payment gateway nonprofit, Elevate payment services, GiftTransaction API, wealth screening integration, iWave Salesforce, DonorSearch scores, donor email marketing sync, event registration fundraising. NOT for generic integration patterns, Salesforce Billing payment gateways (blng.PaymentGateway), or non-fundraising CRM integrations.

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Omnistudio Cache Strategies · banibratachatterjee bundle
Configure caching on DataRaptors and Integration Procedures to cut response times, with cache-bust and freshness guarantees. NOT for platform-level org cache.

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Omnistudio Testing Patterns · banibratachatterjee bundle
Use when testing or validating OmniStudio components — OmniScript preview, Integration Procedure step debugging, DataRaptor field-mapping validation, and end-to-end UTAM-based automation. NOT for Apex unit testing or standard Flow debugging.

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Apex Managed Sharing Patterns · banibratachatterjee bundle
Grant row-level access programmatically via __Share records when declarative sharing rules cannot express the policy. NOT for OWD, role hierarchy, or criteria-based sharing rule design.

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Dynamic Sharing Recalculation · banibratachatterjee bundle
Force or orchestrate sharing recalculation after bulk data loads, rule changes, or user/role reorgs so row access catches up with policy. NOT for designing new sharing rules — use sharing-selection tree.

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Campaign Planning And Attribution · banibratachatterjee bundle
Use this skill when designing Campaign Hierarchy structures for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, or interpreting multi-touch attribution data from MCAE B2B Marketing Analytics. Trigger keywords: campaign ROI, attribution model, campaign hierarchy, first-touch, last-touch, multi-touch, CCI, campaign influence, revenue attribution, campaign member status. NOT for campaign record creation, campaign member import, email send execution, or MCAE connector provisioning (use mcae-pardot-setup instead).

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Data Skew And Sharing Performance · banibratachatterjee bundle
Diagnose and mitigate Salesforce data skew — ownership skew (single user owns >10,000 records) and parent-child skew (>10,000 children under one parent) — that cause sharing recalculation slowness, group membership lock errors, and record-level locking failures. NOT for sharing model design decisions (use sharing-and-visibility) or query optimization (use soql-query-optimization).

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Hybrid Integration Architecture · 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.

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Multi Bu Marketing Architecture · banibratachatterjee bundle
Use this skill when designing or evaluating a Marketing Cloud Engagement multi-Business-Unit hierarchy — covering Enterprise 2.0 parent/child BU structure, Shared Data Extensions, cross-BU user provisioning, and data segregation governance. NOT for single-BU setup, Marketing Cloud Account Engagement (Pardot) standalone configuration, or CRM-side campaign hierarchy design.

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Nonprofit Platform Architecture · 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.

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Omnistudio Scalability Patterns · 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).

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Omnistudio Vs Standard Decision · banibratachatterjee bundle
Decision framework for choosing OmniStudio (OmniScript, FlexCards, Integration Procedures) vs standard Salesforce tooling (Screen Flow, LWC, Apex) for guided UI and data transformation use cases: capability matrix, license availability gate, team skills assessment, and migration path from managed package to Standard Designers. NOT for OmniStudio implementation or configuration.

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Bitbucket Pipelines For Salesforce · 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.

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Migration From Change Sets To Sfdx · 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).

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Second Generation Managed Packages · banibratachatterjee bundle
2GP managed package development: creating managed packages with Dev Hub and Salesforce CLI, semantic versioning, patch versions, namespace linking, ISV AppExchange listing, and subscriber upgrade management. NOT for unlocked packages, unmanaged packages, or 1GP-only workflows.

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Batch Job Scheduling And Monitoring · banibratachatterjee bundle
Use when monitoring, diagnosing, or managing Batch Apex, Scheduled Apex, Queueable, and Flow scheduled jobs: Setup > Apex Jobs, AsyncApexJob queries, concurrent limits, failure detection, and notification patterns. NOT for writing batch Apex code (use batch-apex-patterns) or writing Schedulable implementations (use apex-scheduled-jobs).

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Omniscript Flow Design Requirements · banibratachatterjee bundle
Use this skill to gather, document, and validate OmniScript flow design requirements before development begins — covering screen layout requirements, branching logic, data source requirements, and user journey mapping. Trigger keywords: OmniScript requirements, OmniScript BA, OmniScript screen design, OmniScript user journey, OmniScript branching requirements. NOT for OmniScript development implementation, DataRaptor mapping, Integration Procedure design, or standard Screen Flow requirements.

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Reports And Dashboards Fundamentals · banibratachatterjee bundle
Use when learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary formulas, charts, dashboard components, dynamic dashboards, report subscriptions, and folder permissions. Triggers: 'how do I build a report', 'what report type should I use', 'set up a dashboard', 'joined report limits', 'bucket field vs formula', 'dynamic dashboard running user'. NOT for CRM Analytics (use crm-analytics-* skills). NOT for Einstein Discovery predictive analytics. NOT for troubleshooting missing report data caused by sharing model issues (use admin/reports-and-dashboards for that).

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Subscription Lifecycle Requirements · 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.

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Agentforce Multi Turn Patterns · banibratachatterjee bundle
Design Agentforce conversations that span multiple turns without losing context: session variable scoping, conversation memory, clarifying-question patterns, topic-to-topic handoff, and the right abstractions for accumulating state across turns. NOT for single-turn agent actions (use agent-actions). NOT for channel-specific conversation UX (use agent-channel-deployment).

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Einstein Discovery Development · banibratachatterjee bundle
Use this skill when integrating Einstein Discovery predictions into Salesforce apps, automating bulk scoring jobs, deploying stories as prediction definitions, managing models via API, or querying prediction history. Trigger keywords: Einstein Discovery, smartdatadiscovery, predict endpoint, bulk scoring job, model refresh job, prediction definition, story deployment, regression prediction, multiclass prediction, CRM Analytics ML. NOT for CRM Analytics dashboard design, TCRM dataset management, Einstein Prediction Builder binary classification (which requires no CRM Analytics license), or Einstein Next Best Action recommendation strategies.

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Analytics Security Architecture · 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.

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Embedded Analytics Architecture · banibratachatterjee bundle
Use this skill to architect CRM Analytics dashboard embedding in Lightning pages, Experience Cloud, or Visualforce — covering dashboard context strategy, filter/state management, cross-dashboard context propagation, performance optimization, and LWC vs Aura component selection. Trigger keywords: embed CRM Analytics dashboard, embedded analytics Lightning page, analytics dashboard filter, wave dashboard LWC, analytics state attribute. NOT for CRM Analytics dashboard design/building (use analytics skills), standard Lightning report embedding, or Data Cloud analytics.

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Headless Vs Standard Experience · banibratachatterjee bundle
Use when choosing between Headless, LWR (Lightning Web Runtime), or Aura as the Experience Cloud frontend architecture: performance tradeoffs, developer cost, migration readiness, and flexibility. Trigger keywords: headless vs LWR, LWR vs Aura, Experience Cloud architecture decision, site performance architecture, community site technology choice. NOT for implementing a chosen architecture, NOT for Experience Builder component development, NOT for CMS headless content delivery via Connect REST API.

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Insurance Cloud Architecture · 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.

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Sharing Recalculation Performance · banibratachatterjee bundle
Plan, batch, and monitor Salesforce sharing recalculation jobs — including OWD changes, sharing rule add/remove, role hierarchy restructuring, and Apex managed share rebuild — to avoid multi-hour background jobs and data-access blackouts. NOT for diagnosing data-skew root causes (use admin/data-skew-and-sharing-performance), NOT for designing the sharing model itself (use admin/sharing-and-visibility), and NOT for Apex managed sharing row-cause creation (use apex/apex-managed-sharing).

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Volunteer Management Requirements · 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.

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Cross Cloud Deployment Patterns · 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).

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Experience Cloud Deployment Dev · 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.

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Salesforce Dx Project Structure · 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).

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Process Builder To Flow Migration · banibratachatterjee bundle
Migrate Process Builder processes to record-triggered Flows using the native Migrate to Flow tool or manual rebuild. Covers conversion tool usage, pattern mapping, order-of-execution changes, testing migrated flows, and bulk behavior improvements. NOT for building new flows from scratch, NOT for Workflow Rule migration (use workflow-rule-to-flow-migration), NOT for net-new automation design.

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Retry And Backoff Patterns · banibratachatterjee bundle
Implementing resilient integration retry logic in Salesforce: exponential backoff, jitter, idempotency keys, dead-letter queues, and circuit breaker patterns for Apex callouts. Use when designing callout retry behavior, preventing thundering-herd issues, or handling persistent integration failures. NOT for Apex async patterns without callouts (use apex-queueable-patterns). NOT for callout governor limits (use callout-limits-and-async-patterns).

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Dataraptor Load And Extract · banibratachatterjee bundle
Use when building or debugging DataRaptor Extract or DataRaptor Load operations in OmniStudio: designing multi-object extracts, configuring load upserts, handling iferror responses, or mapping output fields. NOT for DataRaptor Transform operations (use dataraptor-patterns), NOT for Integration Procedure design (use integration-procedures), NOT for bulk data loading outside OmniStudio.

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Omnistudio Lwc Omniscript Migration · banibratachatterjee bundle
Migrate classic Visualforce-based OmniScripts to LWC-based runtime with feature parity and regression testing. NOT for new OmniScript design.

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AI Agent Org Integration Architecture · 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).

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Salesforce Connect External Objects · banibratachatterjee bundle
Use when deciding whether Salesforce Connect and External Objects are the right fit for external data access, or when reviewing OData, cross-org, and custom adapter patterns, query limitations, and latency tradeoffs. Triggers: 'Salesforce Connect', 'External Objects', '__x', 'OData adapter', 'custom adapter'. NOT for ordinary ETL or replicated-data designs where the data should live inside Salesforce.

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Einstein Bots To Agentforce Migration · banibratachatterjee bundle
Use when migrating an existing Einstein Bot (legacy or Enhanced) to Agentforce: feature mapping, conversation design translation, cutover planning, hybrid bot/agent architecture, and context handoff. Triggers: 'migrate einstein bot to agentforce', 'convert legacy bot to agentforce', 'einstein bot retiring deadline', 'hybrid bot agentforce pattern', 'bot dialog to topic migration'. NOT for new Agentforce setup with no existing bot — use agentforce/agentforce-agent-creation instead.

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Salesforce To Salesforce Integration · banibratachatterjee bundle
Use this skill to implement Salesforce-to-Salesforce integration patterns — covering the native S2S feature, API-based cross-org sync, Platform Event bridging, and Salesforce Connect Cross-Org adapter. Trigger keywords: Salesforce to Salesforce integration, cross-org data sharing, S2S feature, cross-org Platform Events, Salesforce Connect cross-org. NOT for multi-org strategy or architecture decisions (use architect/multi-org-strategy), single-org data sharing, or external (non-Salesforce) system integration.

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Vlocity To Native Omnistudio Migration · banibratachatterjee bundle
Use when migrating an org from the Vlocity managed package (vlocity_ins, vlocity_cmt, vlocity_ps) to native OmniStudio. Trigger keywords: Vlocity to OmniStudio migration, namespace migration, vlocity_ins to omnistudio, OmniStudio Migration Tool, DataRaptor namespace update, OmniScript JSON export, managed package to native. NOT for new OmniStudio setup in greenfield orgs, nor for migrating between OmniStudio-native orgs, nor for Salesforce CPQ to Industries CPQ migration.

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Omnistudio Asynchronous Data Operations · banibratachatterjee bundle
Use Integration Procedures queues, DataRaptor Chain, and Remote Actions with async patterns for long-running OmniStudio flows. NOT for simple DataRaptor reads.

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Multi Currency And Advanced Currency Management · banibratachatterjee bundle
Use when designing or reviewing Salesforce multi-currency behavior, especially irreversible activation, `CurrencyIsoCode`, `convertCurrency()`, dated exchange rates, and Advanced Currency Management tradeoffs. Triggers: 'multi currency', 'advanced currency management', 'CurrencyIsoCode', 'dated exchange rate', 'convertCurrency'. NOT for ordinary numeric field calculations with no currency conversion or reporting concern.

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Agentforce Custom Channel Dev · banibratachatterjee bundle
Use this skill when building custom channel integrations with the Agentforce Agent API or BYOC (Bring Your Own Channel) for CCaaS — covering session lifecycle management, webhook handling, externalSessionKey design, sequenceId sequencing, BYOC Interaction API integration, and conversation state management. NOT for standard channels (Embedded Service, Slack, SMS/MMS via standard Messaging). NOT for agent-channel-deployment (which handles standard channel setup and activation). NOT for custom agent actions or Apex topics.

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Conversational AI Architecture · banibratachatterjee bundle
Use when designing or evaluating a Salesforce conversational AI deployment that involves Agentforce agents, Einstein Bots, or a combination of both. Triggers: Agentforce topic design, Einstein Bot handoff to Agentforce, multi-agent orchestration, conversational channel routing, Atlas Reasoning Engine behavior. Does NOT cover Einstein Bot standalone implementation (see einstein-bot-architecture), Omni-Channel routing for human agents, or Flow-only automation without a conversational surface.

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Large Data Volume Architecture · banibratachatterjee bundle
Use when designing or reviewing org-wide large data volume (LDV) concerns: query optimizer behavior and selectivity, custom indexes and skinny tables, sharing and ownership skew, bulk data loads, archival to Big Objects, and divisions. Triggers: LDV architecture review, skinny table request, ownership skew hurting sharing, millions of records on custom object, bulk load performance. NOT for rewriting individual SOQL statements or interpreting Query Plan output in isolation (use data/soql-query-optimization), sales-only Opportunity and Account skew playbooks (use architect/high-volume-sales-data-architecture), or Marketing Cloud data extensions.

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Payer Vs Provider Architecture · 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.

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Wealth Management Architecture · 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.

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Experience Cloud Deployment Admin · banibratachatterjee bundle
Use this skill when deploying an Experience Cloud site (formerly Community) between Salesforce orgs or sandboxes — including metadata ordering, ExperienceBundle enablement, post-deployment publishing, and change-set or SFDX-based migration. NOT for: LWC component development within Experience Builder, CMS content migration via Managed Content REST API, or Aura/LWC code authoring.

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Revenue Lifecycle Management · 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.

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Salesforce Data Pipeline Etl · 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.

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Marketing Cloud Engagement Setup · banibratachatterjee bundle
Use this skill when configuring Marketing Cloud Engagement (formerly ExactTarget): business units, user roles, sender profiles, delivery profiles, send classifications, and account-level settings. NOT for MCAE/Pardot or Marketing Cloud Account Engagement configuration.

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Marketing Reporting Requirements · banibratachatterjee bundle
Use this skill when gathering and documenting Salesforce marketing reporting requirements: defining KPIs, choosing an attribution model (First Touch / Last Touch / Even Distribution / Multi-Touch), selecting the correct Campaign Influence configuration, and mapping business questions to Salesforce report types and dashboard features. NOT for building the dashboards themselves, configuring CRM Analytics datasets, writing SOQL for marketing reports, or setting up Marketing Cloud Engagement journeys.

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Revenue Recognition Requirements · 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).

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Agent Action Error Handling · banibratachatterjee bundle
Design Invocable Apex actions that return deterministic, agent-friendly errors instead of surfacing raw exceptions to the LLM. NOT for generic Apex exception handling or Flow fault paths.

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Agentforce Service AI Setup · 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.

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Salesforce MCP Server Setup · banibratachatterjee bundle
Use this skill to install and configure the salesforce-mcp-lib Apex package and npm stdio proxy so that an MCP client (Claude Desktop, Cursor, ChatGPT) can call Salesforce org data and logic via the Model Context Protocol. Trigger keywords: MCP server, salesforce-mcp-lib, Claude Desktop Salesforce, MCP proxy setup, Apex JSON-RPC, MCP Connected App. NOT for Salesforce Hosted MCP Servers (Agentforce-native hosted endpoints), NOT for Flow-based tool definitions, NOT for OmniStudio integrations.

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Marketing Cloud Custom Activities · banibratachatterjee bundle
Use when building, debugging, or architecting a custom activity, custom split activity, or custom entry source for Marketing Cloud Journey Builder. Trigger keywords: custom activity, Postmonger, config.json, Journey Builder execute endpoint, customActivity.js, custom split outcome, installed package app extension, Journey Builder REST API. NOT for standard Journey Builder canvas configuration, out-of-the-box activity settings, Email Studio send activities, or general Marketing Cloud automation.

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Banking Lending Architecture · 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.

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Multi Channel Service Architecture · 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.

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High Volume Sales Data Architecture · banibratachatterjee bundle
Use when designing or reviewing Salesforce orgs with large Opportunity and Account volumes, including archival strategy, report performance, data skew prevention, SOQL tuning for sales queries, and index planning. Triggers: 'opportunity table is slow', 'account ownership skew', 'sales report timing out', 'archive old opportunities'. NOT for generic large data volume planning across arbitrary custom objects, non-sales data models, or Marketing Cloud data extensions.

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Industries Integration Architecture · banibratachatterjee bundle
Use when designing or reviewing the integration layer between Salesforce Industries clouds (Insurance, Communications, Energy & Utilities) and vertical backend systems such as policy administration systems, BSS/OSS platforms, or Customer Information Systems (CIS). NOT for generic Salesforce integration patterns unrelated to industry verticals, NOT for OmniStudio component design decisions (see omnistudio-vs-standard-architecture), NOT for FSC data model or module licensing (see insurance-cloud-architecture).

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Omnistudio Vs Standard Architecture · banibratachatterjee bundle
Architecture decision framework for choosing between OmniStudio and the standard Salesforce platform (Screen Flow, LWC, Apex) for guided UI and data orchestration use cases. Covers the license gate, the Dynamic Forms → Screen Flow → OmniStudio continuum, Standard Runtime vs Vlocity managed package migration debt, and team skill considerations. NOT for implementation. NOT for OmniScript development or FlexCard configuration.

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Data Cloud Activation Development · banibratachatterjee bundle
Use this skill when building developer-driven Data Cloud activation surfaces: webhook Data Action Targets with HMAC-SHA256 signing, Salesforce Platform Event data actions, Data Cloud-Triggered Flows on DMO insert, or Marketing Cloud journey triggers. Triggers on: webhook data action target, Data Cloud triggered Flow not firing, HMAC secret key for data action, platform event from Data Cloud, DMO insert trigger. NOT for configuring standard admin-level Activation Targets (SFTP, ad platform segment publishing, CRM segment activation) — those require admin configuration skills, not this developer extensibility skill.

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Subscription Management Architecture · 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.

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Source Tracking And Conflict Resolution · 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.

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Event Driven Architecture Patterns · banibratachatterjee bundle
Use when choosing between Salesforce event-driven mechanisms — Platform Events, Change Data Capture (CDC), Streaming API (PushTopic), and Outbound Messages — to determine which pattern fits a given integration requirement. Trigger keywords: platform events vs CDC, choose event pattern, event-driven integration design, streaming API vs platform events, outbound message vs platform event, event architecture comparison. NOT for implementing any single pattern (use platform-events-integration, change-data-capture-integration, or streaming-api-and-pushtopic for that), and NOT for automation tool selection between Flow and Apex.

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Slack Salesforce Integration Setup · banibratachatterjee bundle
Use this skill when setting up or troubleshooting the Salesforce for Slack managed app — including connecting a Salesforce org to a Slack workspace, configuring the three-party admin handshake, linking Slack channels to Salesforce records, enabling record preview sharing, and managing org-level limits. Triggers on: Salesforce for Slack app not connecting, Slack org connection setup, Salesforce record sharing in Slack, Slack workspace admin approval, connecting Salesforce to Slack. NOT for building custom Slack apps or Slack bots (separate development platform), not for Slack Workflow Builder Salesforce connector (use slack-workflow-builder skill), not for Flow-based Slack messaging (use flow-for-slack skill).

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Callout And Dml Transaction Boundaries · banibratachatterjee bundle
Use when diagnosing, preventing, or refactoring the 'You have uncommitted work pending' CalloutException caused by mixing DML and callouts in the same Apex transaction. Triggers: 'uncommitted work pending', 'callout after DML', 'DML between callouts'. NOT for general HTTP callout construction, Named Credential setup, or async Apex design in isolation.

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API Led Connectivity Architecture · banibratachatterjee bundle
Use this skill when designing API-led connectivity architecture for Salesforce integrations — covering System/Process/Experience layer separation, governance policy (catalog, versioning, deprecation, rate limits), multi-consumer strategy, and Agentforce Agent Fabric integration. Trigger keywords: API-led connectivity, MuleSoft three-tier, System API, Process API, Experience API, integration layer governance, API versioning policy, Agent Fabric. NOT for individual Apex callout implementation (use integration-pattern-selection), HTTP error response contracts (use api-error-handling-design), or retry backoff mechanics (use retry-and-backoff-patterns).

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Cpq Vs Standard Products Decision · 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.

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Crm Analytics Vs Tableau Decision · 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.

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Health Cloud Multi Cloud Strategy · banibratachatterjee bundle
Use this skill when designing the license model, cloud topology, and org structure for a Salesforce Health Cloud implementation that involves more than one Salesforce cloud product (Experience Cloud patient portals, OmniStudio engagement flows, Marketing Cloud care campaigns, or Service Cloud case management). Trigger keywords: Health Cloud multi-cloud, patient portal licensing, Health Cloud Experience Cloud add-on, OmniStudio Health Cloud PSL, Marketing Cloud HIPAA BAA healthcare, multi-cloud healthcare org design. NOT for individual cloud configuration setup (e.g. configuring a single Health Cloud record page or a single Experience Cloud site), NOT for single-cloud Health Cloud implementations, and NOT for Health Cloud data model object definitions (see health-cloud-data-model skill).

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Marketing Cloud Vs Mcae Selection · banibratachatterjee bundle
Use this skill when selecting between Marketing Cloud Engagement (MCE) and Marketing Cloud Account Engagement (MCAE/Pardot) for a Salesforce marketing implementation. Trigger keywords: MCE vs MCAE, Marketing Cloud vs Pardot, B2B vs B2C marketing platform, which marketing cloud product, marketing platform selection. NOT for implementation configuration of either product — this skill covers platform selection only, not setup, campaign build-out, or integration implementation.

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Multi Currency Sales Architecture · 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.

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Org Edition And Feature Licensing · banibratachatterjee bundle
Use when evaluating which Salesforce features are available in a given org edition, determining whether a planned solution requires an add-on license, or investigating why a feature is unavailable in the current org. Triggers: 'feature not available in our edition', 'does Enterprise include Einstein', 'Unlimited vs Performance edition differences', 'we need Flow Orchestration but do not have it', 'what license do we need for Agentforce'. NOT for user license seat count planning (use capacity-planning), NOT for AppExchange package licensing (use appexchange-management).

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Certificate And Key Management · banibratachatterjee bundle
Use this skill when creating, uploading, or rotating certificates in Salesforce, configuring mutual TLS (mTLS) client authentication, managing the Java KeyStore for CA-signed certificates, diagnosing certificate expiry in JWT OAuth flows, or understanding which certificate types Salesforce supports and how to migrate them between orgs. NOT for Named Credential configuration (use named-credentials-setup skill), NOT for Shield Platform Encryption key management. Trigger keywords: Certificate and Key Management, self-signed certificate, CA-signed certificate, mutual TLS, mTLS, keystore, JKS, PKCS12, certificate rotation, certificate expiry, JWT certificate.

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Clickjack And Frame Protection · banibratachatterjee bundle
Configure clickjack protection headers and frame-ancestors for VF pages, LWR sites, and Aura apps. NOT for CSP or Trusted URL configuration.

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Ferpa Compliance In Salesforce · 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.

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Secure Coding Review Checklist · banibratachatterjee bundle
Use this skill to audit Apex, Visualforce, LWC, and Aura code for Salesforce security review readiness — covering CRUD/FLS enforcement, SOQL injection, XSS, CSRF, and open redirects. NOT for network-level penetration testing, Shield Platform Encryption key management, or general org permission set design.

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Session Management And Timeout · banibratachatterjee bundle
Use this skill when configuring session timeout values, concurrent session limits, session IP locking, or logout behavior in Salesforce. Covers org-wide session settings, profile-level overrides, Connected App session policies, and Metadata API SecuritySettings deployment. NOT for OAuth token refresh flows, login IP ranges, or MFA/identity-provider configuration.

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Experience Cloud Member Management · banibratachatterjee bundle
Use this skill when adding external users to an Experience Cloud site, configuring self-registration, managing external user licenses, or customising the login and registration pages. Trigger keywords: add members to community, external user license, self-registration, customer portal login, partner user onboarding, ConfigurableSelfRegHandler. NOT for internal (Employee) user management, internal profile or permission-set assignments, or Experience Cloud page-layout / component design.

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Fsl Scheduling Optimization Design · banibratachatterjee bundle
Use this skill to design, configure, and troubleshoot the Field Service Lightning (FSL) Optimizer — including selecting optimization type (Global, In-Day, Resource Schedule), understanding the priority-score model, configuring travel mode (Aerial vs Street-Level Routing), and tuning optimizer behavior for specific scheduling objectives. NOT for configuring scheduling policies, work rules, service objectives weights, or the Dispatcher Console dispatch settings.

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Fsl Sla Configuration Requirements · 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.

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Platform Selection Guidance · banibratachatterjee bundle
Use when choosing which Salesforce platform capability to use for a requirement — covering metadata storage (Custom Metadata vs Custom Settings vs Custom Objects), UI framework (LWC vs Aura), integration approach (Platform Events vs Change Data Capture vs Outbound Messaging), and data extension (OmniStudio vs standard automation). Triggers: custom metadata vs custom settings, LWC vs Aura, which salesforce feature to use, platform events vs change data capture, omnistudio vs flow. NOT for automation-specific tool selection between Flow / Apex / Workflow (use admin/process-automation-selection) or for implementing the chosen platform feature.

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Commerce Order History Migration · banibratachatterjee bundle
Use when migrating historical order records into Salesforce Order Management — covers the required object creation sequence (Order > OrderDeliveryGroup > OrderItem > OrderSummary), LifeCycleType=Unmanaged for historical orders, and OrderSummary creation via ConnectAPI. NOT for standard Opportunity migration, CPQ legacy order migration using SBQQ objects, or active order processing.

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Continuous Integration Testing · 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.

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Destructive Changes Deployment · banibratachatterjee bundle
Managing destructiveChanges.xml manifests for safe metadata deletion in Salesforce deployments. Use when deleting metadata components via Metadata API or sf CLI. Covers pre vs post destructive manifests, safe deletion sequencing, dependency handling. NOT for package.xml basics (use metadata-api-and-package-xml). NOT for basic deployment setup (use change-set-deployment).

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Performance Testing Salesforce · banibratachatterjee bundle
Use when planning or executing load tests, stress tests, or performance benchmarks against a Salesforce org. Covers Salesforce Scale Test, third-party tools (JMeter, BlazeMeter, k6), API throughput testing, Experience Page Time (EPT) measurement, and sandbox sizing for performance work. Triggers: 'load test Salesforce org', 'Scale Test Full Copy sandbox', 'EPT optimization', 'API concurrency limits', 'JMeter Salesforce performance'. NOT for Apex unit test performance assertions, LWC Jest tests, query optimization (see data/soql-query-optimization), or NFR definition (see architect/nfr-definition-for-salesforce).

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Sandbox Data Isolation Gotchas · banibratachatterjee bundle
Use this skill when a sandbox has reached out to production systems, sent emails to real users, run live scheduled jobs, or leaked sensitive data after a refresh. Triggers: 'sandbox sent email to real customers', 'scheduled job fired against production API', 'integration hit live system from sandbox', 'Contact email not changed to .invalid', 'SandboxPostCopy did not run'. NOT for planning sandbox refresh cycles (use sandbox-refresh-and-templates), NOT for selecting sandbox types or counts (use environment-strategy), and NOT for scrubbing PII after copy (use sandbox-data-masking if that skill exists — otherwise document the masking logic in SandboxPostCopy).

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Flow Platform Events Integration · banibratachatterjee bundle
Use when Flow is a Platform Event publisher, subscriber, or both. Triggers: 'publish platform event from flow', 'platform-event-triggered flow', 'high-volume platform event', 'publish after commit vs immediate', 'PE subscriber error handling', 'integration fan-out from save'. NOT for Change Data Capture (see integration skills) or for generic async work that does not need pub/sub (see flow/scheduled-flows).

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Connect REST API Patterns · banibratachatterjee bundle
Use Connect REST API for Chatter, feeds, communities, and CMS content instead of querying underlying SObjects. NOT for custom business object CRUD.

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Omniscript Design Patterns · banibratachatterjee bundle
Use when designing or reviewing OmniScripts for guided experiences, step structure, branching, save/resume, and the boundary between OmniScript, Integration Procedures, DataRaptors, and custom LWCs. Triggers: 'omniscript design', 'too many steps in omniscript', 'save and resume omniscript', 'branching in omniscript', 'when should this be an integration procedure'. NOT for deep Integration Procedure or DataRaptor design when the guided interaction layer is not the main concern.

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Omnistudio Lwc Integration · banibratachatterjee bundle
Use when embedding OmniScripts in Lightning Web Components, registering custom LWC elements inside OmniScript screens, or calling OmniScript/Integration Procedures from LWC. Triggers: embed omniscript in LWC, custom LWC element in OmniScript, call OmniScript from Lightning page, omnistudio-omni-script tag, seed data JSON, OmniScript launch from LWC. NOT for standalone LWC development, standard Flow embedding, or OmniScript-to-OmniScript embedding.

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Privileged Access Management · banibratachatterjee bundle
Design just-in-time elevation, break-glass accounts, and audit trails for Modify All Data / System Admin / Customize Application permissions. NOT for regular permission set design.

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Salesforce Shield Deployment · banibratachatterjee bundle
Roll out Shield (Platform Encryption + Event Monitoring + Field Audit Trail) end-to-end, sequencing feature enablement to avoid data lockout. NOT for Classic Encryption or general PE design.

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Analytics Permission And Sharing · banibratachatterjee bundle
Use this skill when configuring CRM Analytics (formerly Einstein Analytics) app sharing, dataset-level permissions, row-level security predicates, sharing inheritance, or license assignment. Trigger keywords: CRM Analytics security, row-level security predicate, dataset permissions, analytics sharing inheritance, Analytics Plus license. NOT for standard Salesforce OWD/sharing rules, profile-based record access, or non-Analytics report folder sharing.

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