BanibrataChatterjee

@banibratachatterjee source repo

612 skills
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11 hours ago last updated

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Analytics Requirements Gathering · 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).

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Change Management And Deployment · 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.

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Global Actions And Quick Actions · banibratachatterjee bundle
Use this skill when configuring object-specific quick actions or global actions in Salesforce: choosing between action types, editing action layouts, pre-filling fields with predefined values, and adding actions to Lightning page layouts or mobile navigation. Trigger keywords: quick action, global action, action layout, pre-fill fields, predefined values, Salesforce mobile actions. NOT for Flow-triggered actions or Next Best Action recommendations (use flow/* or agentforce skills). NOT for Apex-defined actions.

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In App Guidance And Walkthroughs · 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).

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Environment Specific Value Injection · 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.

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Change Data Capture Integration · banibratachatterjee bundle
Use this skill when setting up CDC to stream Salesforce record changes to external systems via CometD or Pub/Sub API. Covers change event channels, entity selection, event structure, replay ID management, gap events, and subscriber management. NOT for Apex CDC trigger subscribers (see apex/platform-events-apex). NOT for publishing custom business events (use integration/platform-events-integration).

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Data Cloud Integration Strategy · 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.

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Idempotent Integration Patterns · banibratachatterjee bundle
Use when designing retry-safe integrations with Salesforce — including external ID upsert strategies, idempotency key management for inbound calls, Platform Event replay safety, and Outbound Message retry handling. NOT for Salesforce duplicate management rules.

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Middleware Integration Patterns · banibratachatterjee bundle
Use when selecting or comparing middleware / iPaaS tools (MuleSoft, Dell Boomi, Workato, Informatica) for Salesforce connectivity, or when determining whether a scenario requires middleware at all versus native Salesforce capabilities. Triggers: 'which iPaaS should I use', 'MuleSoft vs Boomi vs Workato', 'when do I need middleware for Salesforce', 'message transformation orchestration middleware'. NOT for MuleSoft Anypoint Salesforce Connector configuration (use mulesoft-salesforce-connector). NOT for API-led connectivity layer design (use api-led-connectivity). NOT for native Salesforce-to-Salesforce integration, Platform Events, or CDC.

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Outbound Messages And Callbacks · banibratachatterjee bundle
Use when implementing or troubleshooting Salesforce Outbound Messages — the workflow-triggered SOAP notification mechanism that pushes record field values to an external HTTPS endpoint. Trigger keywords: outbound message not delivering, configure outbound message endpoint, SOAP callback from Salesforce, workflow rule sends notification to external system, outbound message retry loop, acknowledgment SOAP response, session ID in outbound message. NOT for Platform Events, Change Data Capture, REST callouts from Apex, or selecting between event-driven mechanisms (use event-driven-architecture-patterns for selection).

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Industries Cpq Vs Salesforce Cpq · 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.

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Metadata Coverage And Dependencies · banibratachatterjee bundle
Assessing metadata type coverage across Salesforce deployment channels (Metadata API, SFDX, unlocked packages, managed packages) and mapping component dependency graphs using Tooling API MetadataComponentDependency. Use when planning packaging strategies, evaluating deployment risk, performing impact analysis before component deletion, or mapping tightly coupled metadata for modular architecture. Trigger keywords: metadata coverage report, dependency graph, MetadataComponentDependency, impact analysis, unsupported metadata types, packaging eligibility. NOT for deployment mechanics (use destructive-changes-deployment). NOT for CI/CD pipeline design (use continuous-integration-testing).

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

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Sales Cloud Integration Patterns · banibratachatterjee bundle
Use when designing or reviewing integrations between Sales Cloud and external systems such as ERP, marketing automation, CPQ, or partner portals. Triggers: 'sync Accounts and Products with ERP', 'integrate marketing leads with Salesforce', 'quote-to-order flow between Salesforce and ERP', 'CPQ integration patterns', 'partner portal data access design'. NOT for generic integration framework design (use architect/integration-framework-design), NOT for Apex HTTP callout mechanics (use apex/callouts-and-http-integrations), NOT for MuleSoft or middleware configuration.

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

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API Governance And Rate Limits · banibratachatterjee bundle
Monitor and govern Salesforce API consumption: per-user limits, org allocation, lightning-rest limits, and backoff. NOT for designing new endpoints.

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Error Handling In Integrations · banibratachatterjee bundle
Use this skill to design orchestration-layer error handling for Salesforce integrations — covering Platform Event replay recovery, dead-letter queue routing, cross-channel error notification patterns, circuit breaker design, and trigger suspension recovery. Trigger keywords: integration error handling, Platform Event retry, integration dead letter queue, EventBus RetryableException, integration circuit breaker, event bus trigger suspended. NOT for Apex exception handling (use apex-exception-handling skill), HTTP error response contracts (use api-error-handling-design), or retry backoff patterns (use retry-and-backoff-patterns).

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Real Time Vs Batch Integration · banibratachatterjee bundle
When to use this skill: choosing between real-time (synchronous callouts, Platform Events, CDC, Pub/Sub API) and batch (Bulk API 2.0, scheduled ETL) integration patterns. Trigger keywords: should I use real-time or batch, how to sync high-volume data, when to use Platform Events vs Bulk API, integration latency vs volume tradeoff. NOT for Batch Apex internals (use batch-apex-patterns), NOT for MuleSoft middleware design (use middleware-integration-patterns), NOT for CDC field tracking configuration.

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Webhook Signature Verification · banibratachatterjee bundle
Accept inbound webhooks (Stripe, GitHub, Slack, partner) and verify HMAC signatures in Apex REST. NOT for outbound webhooks.

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

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AI Ethics And Governance Requirements · banibratachatterjee bundle
Use this skill when defining AI governance policies, designing human oversight workflows, documenting bias mitigation strategies, or meeting regulatory transparency requirements for Salesforce AI features. Trigger keywords: responsible AI, AI bias, AI audit trail, AI transparency, human-in-the-loop, AI risk inventory, AI disclosure. NOT for Trust Layer technical configuration — that is covered by agentforce/einstein-trust-layer.

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

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Debug Logs And Developer Console · banibratachatterjee bundle
Use when setting up debug logs and trace flags, reading Apex log output and log levels, running queries in the Developer Console, executing anonymous Apex, or using the Apex Replay Debugger in VS Code. Triggers: 'set up debug log', 'Developer Console', 'anonymous Apex', 'trace flag', 'Apex Replay Debugger'. NOT for production logging strategy or custom structured logging frameworks (use debug-and-logging), and NOT for writing test classes (use apex-test-class-standards).

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Governor Limit Recovery Patterns · banibratachatterjee bundle
Recovering from and preventing Apex governor limit errors: proactive Limits class checkpoints, savepoint-based partial recovery, BatchApexErrorEvent scope recovery, CPU timeout analysis, limit-safe coding patterns. Use when diagnosing LimitException failures or designing limit-safe Apex. NOT for general limits overview (use limits-and-scalability-planning). NOT for bulkification patterns (use governor-limits).

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

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CI CD Pipeline Architecture · banibratachatterjee bundle
Use when designing or reviewing the end-to-end stage sequence, promotion strategy, and quality gates for a Salesforce CI/CD pipeline. Trigger keywords: pipeline stages, promotion strategy, quality gate, deployment gate, CI validation sandbox, staging environment, pipeline design, release strategy, rollback strategy, environment topology. NOT for configuring an individual CI tool (GitHub Actions, GitLab CI, Jenkins) — use devops/github-actions-for-salesforce or devops/gitlab-ci-for-salesforce. NOT for Apex test configuration in CI — use devops/continuous-integration-testing. NOT for DevOps Center setup or work item promotion — use devops/devops-center-pipeline.

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

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Marketing Data Architecture · banibratachatterjee bundle
Use this skill when designing or evaluating the overall Marketing Cloud data architecture — covering Data Extension schema design (sendable vs. non-sendable), Contact Key/SubscriberKey linkage across All Subscribers and attribute DEs, Data Relationship definitions for AMPscript Lookup and Query Activity joins, and CRM-to-MC data flow patterns (MC Connect Synchronized DEs vs. SFTP file imports). Trigger keywords: MC data model, relational data extensions, CRM to Marketing Cloud data flow, Contact Key linkage, data architecture, sendable DE design, normalized DE model, SFTP import strategy, synchronized data extension architecture. NOT for CRM (Sales/Service Cloud) custom object or data model design, NOT for individual DE field-level troubleshooting, NOT for Marketing Cloud Connect sync failure diagnosis.

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Omni Channel Capacity Model · banibratachatterjee bundle
Designing Omni-Channel capacity models for service orgs: agent capacity allocation, channel weighting (cases, chats, calls), skills matrix design, overflow strategy, presence configuration, and interruptible work patterns. Use when planning capacity units, defining Service Channel weights, or designing agent skills-based routing capacity. NOT for Omni-Channel routing configuration or queue assignment rules (use multi-channel-service-architecture). NOT for Einstein Bot design (use einstein-bot-architecture).

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

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

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Fsl Optimization Architecture · banibratachatterjee bundle
Use this skill when designing or evaluating the FSL scheduling engine architecture: optimization mode selection (Global/In-Day/Resource/Reshuffle), ESO adoption strategy, territory sizing for optimization, and fallback planning. Trigger keywords: FSL optimization engine, ESO enhanced scheduling, global optimization timeout, in-day optimization, OAAS architecture, territory optimization design. NOT for admin-level scheduling policy configuration, scheduling rule setup in Setup, or per-appointment scheduling API calls (covered by apex/fsl-scheduling-api).

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

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

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Product Catalog Migration Commerce · banibratachatterjee bundle
Use when migrating product catalog data into Salesforce B2B Commerce — covers category hierarchy, product attributes, images, pricing, and variant structure using the Commerce Import API. NOT for CPQ product catalog migration, post-migration catalog configuration, or commerce catalog taxonomy planning.

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

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Platform Events Integration · banibratachatterjee bundle
Use when publishing Platform Events from external systems via REST API, subscribing to Platform Events from outside Salesforce via CometD or Pub/Sub API, designing replay ID strategy for durable external consumers, or handling high-volume event delivery guarantees. Trigger keywords: 'external publish platform event', 'CometD subscribe', 'Pub/Sub API', 'replay ID external', 'durable subscription', 'RetainUntilDate'. NOT for Apex-only event publishing or triggering (use platform-events-apex). NOT for Change Data Capture external subscription (use change-data-capture-integration).

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Streaming API And Pushtopic · banibratachatterjee bundle
Use when setting up real-time data streaming from Salesforce to external systems using the Streaming API (PushTopic, Generic Streaming), CometD client configuration, replay, and channel management. NOT for Platform Events (use platform-events-apex or platform-events-integration).

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MCP Tool Definition Apex · banibratachatterjee bundle
Use this skill to implement custom Apex MCP tool classes by extending McpToolDefinition from the salesforce-mcp-lib package. Covers inputSchema(), validate(), and execute() override patterns, JSON schema construction, SOQL and DML inside tools, error handling, and tool registration in the Apex REST endpoint. Trigger keywords: McpToolDefinition, extend McpToolDefinition, Apex MCP tool, mcp-tool Apex, JSON-RPC tool, salesforce-mcp-lib tool class. NOT for the initial server installation and proxy setup (see salesforce-mcp-server-setup), NOT for MCP Resources or Prompts, NOT for OmniStudio or Flow-based tool definitions.

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Model Builder And Byollm · banibratachatterjee bundle
Use when configuring Model Builder in Salesforce to register external LLMs or select standard models for Agentforce and Einstein features. Covers model registration, API key configuration, model aliases, and cost/performance tradeoffs. NOT for Trust Layer configuration (use agentforce-trust-layer).

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

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

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Apex Cpu And Heap Optimization · banibratachatterjee bundle
Use when diagnosing or preventing Apex CPU time and heap size problems, including nested-loop refactors, JSON memory pressure, string work, and `Limits.getCpuTime()` checkpoints. Triggers: 'CPU time limit exceeded', 'heap size too large', 'string concatenation', 'regex in loop', 'Limits.getCpuTime'. NOT for generic SOQL/DML governor-limit basics without a CPU or heap bottleneck.

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

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

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Enterprise Territory Management · banibratachatterjee bundle
Use this skill when configuring or troubleshooting Salesforce Enterprise Territory Management (ETM): territory models, territory types, territory hierarchies, account assignment rules, opportunity territory assignment, and forecast by territory. Trigger keywords: territory model, territory hierarchy, ETM, assign accounts to territories, territory forecast, territory activation. NOT for role hierarchy (use sharing-and-visibility). NOT for Legacy/Original Territory Management (pre-ETM).

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Health Cloud Consent Management · banibratachatterjee bundle
Use this skill when configuring Health Cloud patient consent management: setting up HIPAA authorization forms, consent templates, consent tracking per patient, and withdrawal handling. NOT for marketing consent (ContactPointTypeConsent/ContactPointConsent), GDPR opt-out workflows, or Experience Cloud consent forms unrelated to clinical authorization.

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

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

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Picklist Field Integrity Issues · banibratachatterjee bundle
Use when picklist data quality has degraded: unrestricted picklists accepting garbage API values, dependent picklist relationships bypassed by integrations, record type picklist value mappings drifting out of sync, or orphaned values appearing in reports. NOT for initial picklist creation or Global Value Set design (use picklist-and-value-sets), NOT for record type configuration itself (use record-types-and-page-layouts).

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Agent Deployment Checklist · banibratachatterjee bundle
Canonical go-live checklist for Agentforce deployments with rehearsed rollback and stakeholder sign-off records. NOT for general Salesforce release management (see release-management).

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

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Lightning Page Performance Tuning · banibratachatterjee bundle
Use when a Lightning record page, home page, or app page is slow to load or render — covers Experienced Page Time (EPT) analysis, component count reduction, progressive disclosure via tabs and conditional rendering, Lightning Experience Insights diagnostics, and DOM/XHR minimization strategies. Triggers: 'Lightning page is slow', 'EPT is high', 'record page takes too long to load', 'too many components on page', 'Lightning Experience Insights shows slow page', 'how to optimize Lightning page performance'. NOT for Visualforce page performance (separate concern). NOT for Apex or SOQL query optimization (use apex/apex-cpu-and-heap-optimization or data/soql-query-optimization). NOT for report or dashboard performance (use admin/report-performance-tuning).

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Marketing Automation Requirements · banibratachatterjee bundle
Use this skill when gathering, documenting, or validating requirements for a Salesforce marketing automation program — covering MCAE (Account Engagement / Pardot) lifecycle stages, MQL/SQL threshold definitions, scoring model specifications (sources, weights, decay, ceiling), handoff notification design, CRM field updates on status change, and sales SLA. Trigger keywords: MQL criteria, marketing-to-sales handoff, lead lifecycle, scoring requirements, automation program requirements, Marketing Cloud Automation Studio scope. NOT for implementation of MCAE automation rules, MCAE scoring configuration, MC Automation Studio SQL activity authoring, or Einstein Lead Scoring setup — those are covered by dedicated implementation skills.

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

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

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

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Long Running Process Orchestration · banibratachatterjee bundle
Use when designing or reviewing multi-step Apex orchestration that spans multiple transactions, checkpoints state across async boundaries, or recovers from partial failure in a long-running workflow. Trigger keywords: 'multi-step Queueable chain', 'cross-transaction state', 'platform event state machine', 'Finalizer retry', 'orchestrate across transactions', 'workflow progress tracking'. NOT for single-job Queueable design (use apex-queueable-patterns), NOT for Flow Orchestration (use flow/orchestration-flows), NOT for bulk record processing where Batch Apex is the primary tool (use batch-apex-patterns).

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Analytics Embedded Components · banibratachatterjee bundle
Use this skill when embedding a CRM Analytics dashboard into a Lightning App Builder page, Experience Cloud page, or when embedding a custom LWC inside an Analytics dashboard. Trigger keywords: wave-wave-dashboard-lwc, wave-community-dashboard, analytics__Dashboard target, embed dashboard, record-id context filtering, dashboard state JSON, analytics component. NOT for standard LWC development unrelated to Analytics dashboards, NOT for designing dashboard content or datasets, NOT for CRM Analytics app creation or dataset management.

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Commerce Integration Patterns · banibratachatterjee bundle
Use this skill when designing or diagnosing end-to-end integration between Salesforce B2B or D2C Commerce and external systems — including ERP pricing/inventory, PIM product sync, payment gateways, shipping providers, tax engines, and order management systems (OMS). Covers CartExtension Apex namespace (PricingCartCalculator, ShippingCartCalculator, InventoryCartCalculator), RegisteredExternalService custom metadata, payment gateway architecture, and Product2 External ID patterns. NOT for generic Salesforce integration (platform events, Mulesoft, REST APIs unrelated to commerce), NOT for CommercePayments adapter implementation details (see apex/commerce-payment-integration), NOT for storefront UI or LWC development.

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

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Packaging Dependency Graph · banibratachatterjee bundle
Model and verify unlocked package dependencies, version pinning, and promotion. NOT for 1GP managed packages.

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

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Flow Custom Property Editors · banibratachatterjee bundle
Use when designing or reviewing Flow custom property editor patterns for screen components or actions, including when Flow Builder needs guided design-time configuration, generic type mapping, or builder-context-aware validation. Triggers: 'Flow custom property editor', 'configurationEditor', 'builderContext', 'inputVariables', 'Flow screen component setup'. NOT for general LWC runtime behavior when Flow Builder customization is not involved.

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Flow Email And Notifications · banibratachatterjee bundle
Use when sending emails, in-app bell notifications, SMS, or Slack messages from Salesforce Flow. Trigger keywords: 'send email action', 'custom notification', 'bell icon', 'Send Custom Notification', 'SMS from flow', 'Slack notification flow'. NOT for designing or managing email templates from Setup (use admin/email-templates-and-alerts), and NOT for Email Alerts defined in workflow rules.

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Flow Runtime Error Diagnosis · banibratachatterjee bundle
Use when a Salesforce Flow throws a runtime error, sends an unhandled fault email, or produces unexpected results in production or sandbox. Triggers: 'Flow error email', 'Flow failed at element', 'null reference in Flow', 'Flow SOQL limit error', 'Flow DML in loop error'. NOT for Flow design or building new flows (use record-triggered-flow-patterns or other flow/* skills), NOT for Flow debug log setup (use flow-debugging).

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

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Record Type Strategy At Scale · banibratachatterjee bundle
Use when designing or refactoring record types across objects with many profiles, business processes, or picklist variations. Covers layout assignment explosion, Dynamic Forms migration, and record type ID portability. NOT for basic record type setup or page layout assignment — see record-types-and-page-layouts for introductory guidance.

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Record Types And Page Layouts · banibratachatterjee bundle
Use when designing, auditing, or simplifying Record Types and Page Layouts. Triggers: 'record type', 'page layout', 'different picklist values', 'different fields per team', 'dynamic forms'. NOT for sharing rules or FLS — record types don't control data access.

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Requirements Gathering For Sf · banibratachatterjee bundle
Use this skill when eliciting, documenting, and structuring requirements for a Salesforce implementation or enhancement: writing Salesforce-specific user stories with acceptance criteria, mapping As-Is and To-Be business processes, conducting stakeholder discovery interviews, and performing gap analysis against standard Salesforce capabilities. Trigger keywords: requirements gathering, user story, As-Is To-Be, gap analysis, stakeholder interview, process mapping, business requirements, fit gap. NOT for technical design decisions (use solution-design-patterns). NOT for automation implementation (use flow/* or apex/* skills). NOT for data model design (use data-model-design-patterns or object-creation-and-design).

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Salesforce Support Escalation · banibratachatterjee bundle
Guide practitioners through opening, classifying, and escalating support cases with Salesforce Technical Support via the Help portal, including choosing the correct severity level, engaging Premier Success resources, using the Escalate to Technical Support Management path, and tracking incidents on the Trust site. NOT for configuring Salesforce Case Escalation Rules (declarative platform automation), Entitlement Management or SLA milestones, or building customer-facing support processes inside an org.

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Service Console Configuration · banibratachatterjee bundle
Use this skill to configure a Lightning Service Console app in Salesforce — setting Console Navigation (split view), defining workspace tabs and subtabs, configuring the utility bar with Omni-Channel, Macros, and History, creating Quick Text entries, setting up keyboard shortcuts, and defining navigation rules per object. Trigger keywords: Service Console, console app, workspace tabs, subtabs, utility bar macros, Omni-Channel utility, split view, Quick Text, console navigation rules, keyboard shortcuts service console. NOT for generic Lightning app creation (use app-and-tab-configuration), NOT for Omni-Channel routing configuration (use omni-channel-routing), NOT for CTI adapter installation (use open-cti-setup), NOT for Einstein Bot or Messaging setup.

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Territory Design Requirements · banibratachatterjee bundle
Use this skill when gathering or evaluating requirements for a Salesforce Enterprise Territory Management (ETM) territory design: alignment criteria, coverage model selection, assignment rule logic, geographic considerations, hierarchy depth and breadth, and user-to-territory ratios. Trigger keywords: territory design, territory alignment, territory model requirements, sales coverage model, territory criteria, geographic territory, named account territory, overlay territory. NOT for ETM configuration or setup steps — use enterprise-territory-management for that. NOT for role hierarchy design — use sharing-and-visibility.

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Agent Channel Deployment · banibratachatterjee bundle
Use when deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile. Triggers: 'deploy agent to website', 'add Agentforce to Slack', 'enable agent for mobile app', 'configure embedded service for agent', 'agent API for custom integration', 'multi-channel agent deployment'. NOT for agent logic design — use agentforce/agent-topic-design or agentforce/agent-actions for topics, instructions, and action contracts.

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Agentforce Observability · banibratachatterjee bundle
Use when monitoring Agentforce agent sessions, analyzing conversation logs, measuring deflection rates, or diagnosing agent performance issues. Triggers: 'agentforce session analytics', 'how to query agent conversation data', 'monitor agentforce agent effectiveness', 'agent deflection rate', 'utterance analysis agentforce'. NOT for Einstein Trust Layer audit logging (use einstein-trust-layer), NOT for agent topic design or guardrails (use agent-topic-design or agentforce-guardrails), NOT for LLM prompt debugging (this skill covers session metrics and conversation trace, not prompt engineering).

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

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

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

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Omnistudio Multi Language · banibratachatterjee bundle
Localize OmniScripts, FlexCards, and DataRaptors using Label-based translation, multi-language JSON, and locale-aware number/date formatting. NOT for Salesforce Translation Workbench alone.

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Omnistudio Remote Actions · banibratachatterjee bundle
Use when configuring, troubleshooting, or choosing between Remote Action types in OmniScript or FlexCard. Triggers: 'remote action', 'OmniScript action', 'IP action', 'Apex action element', 'VlocityOpenInterface2', 'Send/Response JSON Path'. NOT for Integration Procedure internal design (use integration-procedures) or generic Apex callout patterns (use apex integration skills).

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

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Agentforce Persona Design · banibratachatterjee bundle
Use when defining or refining the tone, voice, and behavioral personality of an Agentforce agent: system instruction encoding, brand voice alignment, adaptive response formats, multi-persona strategies. NOT for agent topic design (use agent-topic-design) or testing methodology (use agent-testing-and-evaluation).

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

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Einstein Next Best Action · banibratachatterjee bundle
Guide practitioners through building Einstein Next Best Action strategies using Flow Builder, configuring Recommendation records, and surfacing recommendations via the Actions & Recommendations Lightning component. Trigger keywords: next best action, NBA strategy, surface recommendations. NOT for Einstein Prediction Builder model training, Einstein Bots conversation design, or Agentforce agent topic routing.

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Feature Flags And Kill Switches · banibratachatterjee bundle
Use when implementing runtime feature toggles, emergency kill switches, or gradual rollout controls in Apex using Custom Metadata Types, Custom Permissions, or Hierarchical Custom Settings. NOT for Custom Metadata Type fundamentals — see custom-metadata-types skill for CMDT basics.

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

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AI Ready Data Architecture · banibratachatterjee bundle
Use when designing or auditing a Salesforce data architecture to support AI features — Einstein, Agentforce, Data Cloud, or custom ML models. Covers field-level data quality requirements, structured vs unstructured data placement, embedding-ready text field design, knowledge article structure for RAG grounding, Data Cloud harmonized data model, Einstein Feature Store patterns, grounding data for Agentforce actions, AI-ready field naming conventions, and data freshness requirements for model retraining. Trigger phrases: design data model for AI, make Salesforce data AI-ready, data quality for Einstein, grounding data for Agentforce, Data Cloud for AI, RAG data architecture Salesforce. NOT for Data Cloud initial setup and licensing, not for LWC or Flow implementation, not for general data migration, not for Einstein Analytics dashboard design.

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Industries Cloud Selection · banibratachatterjee bundle
Use this skill when selecting which Salesforce Industries (vertical) cloud fits a customer's industry and requirements — evaluating data model compatibility, licensing implications, and customization vs configuration tradeoffs before committing to a vertical cloud. Trigger keywords: which industry cloud should I use, Communications Cloud vs Health Cloud, Industries licensing, vertical cloud selection, Salesforce Industries portfolio, industry cloud comparison. NOT for implementation of any individual vertical cloud — this skill covers pre-purchase and pre-implementation selection only, not configuration, data migration, or OmniStudio component development.

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

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

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Commerce Checkout Flow Design · banibratachatterjee bundle
Use this skill when designing the checkout experience for a Salesforce B2B or D2C Commerce storefront — covering runtime model selection (LWR Managed Checkout vs Aura Flow Builder), cart and line-item requirements, payment option scoping, shipping rule definition, and guest vs. registered buyer experience design. Trigger keywords: checkout flow design, checkout UX requirements, LWR vs Aura checkout, guest checkout design, payment options design, shipping rules, checkout experience planning. NOT for implementation: does not cover Apex adapter code, CartCheckoutSession debugging, Extension Point registration, or Flow Builder configuration steps.

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

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Einstein Discovery Deployment · banibratachatterjee bundle
Use this skill when deploying a trained Einstein Discovery model to production records declaratively — activating a prediction definition, mapping output fields to page layouts, adding the Einstein Discovery Action to a Flow, running bulk predict jobs, and monitoring model health via Model Manager UI. Trigger keywords: prediction definition activation, bulk predict job, Einstein Discovery Flow action, Model Manager, prediction field mapping, model refresh activation, scoring job, Einstein Discovery recommendations on record. NOT for Einstein Discovery setup or story authoring. NOT for developer API integration (see agentforce/einstein-discovery-development).

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Email Deliverability Strategy · banibratachatterjee bundle
Use this skill when configuring or troubleshooting email deliverability for Marketing Cloud or Salesforce orgs: sender authentication (SPF, DKIM, DMARC), private sending domain setup, dedicated IP warm-up, list hygiene practices, and sender reputation monitoring. NOT for email template design, HTML/CSS email coding, or Journey Builder message configuration.

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Experience Cloud SEO Settings · banibratachatterjee bundle
Configure SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure. Triggers: 'configure SEO for community site', 'Experience Cloud page titles meta descriptions', 'sitemap generation community portal', 'robots.txt Experience Cloud', 'noindex Experience Builder page'. NOT for external SEO tools (Moz, Ahrefs, Google Search Console setup). NOT for Salesforce CMS headless SEO.

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

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

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Mcae Lead Scoring And Grading · banibratachatterjee bundle
Use this skill when configuring MCAE (Account Engagement / Pardot) lead scoring models, grading profiles, score decay rules, or automation rules that fire on score/grade thresholds. Covers: scoring point values per activity, score decay for inactivity, Profiles for fit grading, combined MQL definitions (Score + Grade), and automation rules vs completion actions. NOT for Einstein Lead Scoring (Sales Cloud), not for Marketing Cloud Engagement journey scoring, not for Salesforce native lead scoring without Account Engagement.

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Data Cloud Architecture · banibratachatterjee bundle
Use when designing or evaluating a Data Cloud implementation architecture — covering data lake strategy (DSO/DLO/DMO layers), identity resolution rule design, activation target configuration, and segmentation strategy. Trigger phrases: Data Cloud architecture design, identity resolution strategy, activation target setup, data lakehouse layers, unified profile design, Data Cloud segment activation, DMO mapping strategy, golden profile design. NOT for individual data stream ingestion setup, not for Data Cloud licensing questions, not for Marketing Cloud journey builder, not for individual calculated insight formulas.

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Multi Site Architecture · banibratachatterjee bundle
Use when designing a strategy for multiple Experience Cloud sites within one Salesforce org, selecting a domain and URL pattern, planning shared LWC component libraries, designing cross-site navigation, managing the org's 100-site quota, or deciding between multi-site vs multi-org for portal needs. Trigger phrases: 'multiple Experience Cloud sites architecture', 'multi-portal strategy Salesforce', 'cross-site navigation Experience Cloud', 'domain strategy community portals', 'shared components across sites', 'how many Experience Cloud sites can I have', 'customer and partner portal same org', 'regional sub-portals Salesforce'. NOT for single Experience Cloud site setup (use admin/experience-cloud-site-setup). NOT for Experience Cloud page layout or component development in isolation. NOT for multi-org strategy (use architect/multi-org-strategy).

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