BanibrataChatterjee

@banibratachatterjee source repo

612 skills
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11 hours ago last updated

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AI Training Data Preparation · banibratachatterjee bundle
Use this skill when preparing data for Salesforce Einstein ML features: Einstein Discovery story creation, Einstein Prediction Builder model setup, feature field selection, outcome definition, data quality thresholds, and leakage detection. Trigger keywords: Einstein Discovery data requirements, training data for Einstein, ML feature engineering, Einstein Prediction Builder data prep, AI model training data. NOT for generic CRM data quality management, Data Cloud ingestion pipeline setup, or standard CRM Analytics dashboard analytics.

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Cpq Performance Optimization · banibratachatterjee bundle
Use when diagnosing or resolving slow CPQ quote calculation, QLEx timeouts, or governor limit errors on large quotes. Trigger keywords: Large Quote Mode, QCP field declaration, quote calculation performance, SBQQ calculation timeout, async pricing. NOT for generic Apex performance tuning, CPQ pricing rule logic design, or billing engine performance.

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Data Reconciliation Patterns · banibratachatterjee bundle
Patterns for reconciling Salesforce data with external systems: count-level, field-level, and record-level reconciliation, external ID upsert patterns, Change Data Capture for delta detection, and soft-delete tombstone strategies. Use when validating ongoing data sync or diagnosing discrepancies between Salesforce and external data sources. NOT for one-time data migration planning (use data-migration-planning). NOT for initial CDC topic configuration (use change-data-capture skill). NOT for deduplication within Salesforce (use large-scale-deduplication).

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Deployment Data Dependencies · banibratachatterjee bundle
Use this skill when managing data record dependencies during deployments: resolving org-specific record type IDs that differ between source and target orgs, remapping queue IDs and user IDs in data plans, seeding Custom Settings values post-deployment, and using external IDs or DeveloperName references to avoid hardcoded org-specific IDs. Trigger keywords: INVALID_CROSS_REFERENCE_KEY Record Type ID, hardcoded record type IDs deployment, deployment data record org-specific IDs, Custom Settings not deployed, queue ID remap after sandbox refresh. NOT for metadata deployment (use metadata deployment guides), individual Apex test data setup, or FSC-specific deployment sequencing.

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Mcae Prospect Data Migration · banibratachatterjee bundle
Use when importing or migrating prospect records into MCAE (Marketing Cloud Account Engagement / Pardot) via the CSV list import tool, including field mapping for default and custom fields and handling of cross-BU prospect moves. NOT for CRM (Lead/Contact) data migration, not for backfilling engagement history such as opens, clicks, form fills, or page view data, and not for bulk API prospect creation via Apex.

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

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Roll Up Summary Alternatives · banibratachatterjee bundle
Use when native Roll-Up Summary fields are not enough and the design needs Flow, Apex aggregate, or DLRS-style alternatives for lookup or advanced summary scenarios. Triggers: 'roll up summary on lookup', 'DLRS', 'aggregate trigger', 'summary count on parent', 'roll-up limitation'. NOT for ordinary master-detail roll-up fields that fit native limits without extra design tradeoffs.

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Sandbox Refresh Data Strategies · banibratachatterjee bundle
Use this skill when designing data management strategies for sandbox refreshes: deciding which reference data must be re-seeded after every refresh, using Salesforce's native Data Seeding feature, writing SandboxPostCopy implementations that hand off to Queueable jobs for large data loads, and cleaning up stale data between sprints. Trigger keywords: seed data after sandbox refresh, SandboxPostCopy data strategy, native data seeding Salesforce, reference data re-seed after refresh, post-refresh data cleanup. NOT for sandbox administration setup, sandbox type selection (use sandbox-strategy), sandbox refresh mechanics and PII masking (use sandbox-refresh-and-templates), or scratch org data seeding for CI (use data-seeding-for-testing).

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Cpq Deployment Administration · banibratachatterjee bundle
Use when deploying Salesforce CPQ (Steelbrick/SBQQ) configuration between orgs — Product Rules, Price Rules, Price Actions, Price Conditions, Option Constraints, Quote Templates, and Custom Settings. Covers data-migration-based deployment strategies, parent-child ordering, external-ID mapping, and tooling selection (Prodly, Copado, Salto, custom data loader). NOT for deploying standard Salesforce metadata via Change Sets or Metadata API, not for OmniStudio/Industries CPQ DataPacks, not for CPQ managed-package upgrades or CPQ Apex class customizations.

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

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Sandbox Refresh And Templates · banibratachatterjee bundle
Sandbox refresh cycles, sandbox templates, post-refresh automation via the SandboxPostCopy Apex interface, and data handling during refresh. NOT for sandbox type selection (use sandbox-strategy).

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Flow Large Data Volume Patterns · banibratachatterjee bundle
Use when Flows must stay healthy at large data volumes: total SOQL rows returned per transaction, unbounded Get Records, collection sizing, scheduled or record-triggered scale, and when to cap or move work async. Triggers: 'Too many query rows 50001 flow', 'Get Records returns too many rows', 'LDV flow design', 'flow collection limit', 'record triggered flow production data volume'. NOT for writing or tuning Batch Apex jobs, Bulk API 2.0 data loads, or general Flow Builder UX when volume and governor ceilings are not the concern.

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Flow Reactive Screen Components · banibratachatterjee bundle
Build reactive Flow screens where one component updates another without navigation using reactive formulas and component outputs. NOT for Aura-based screens.

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Workflow Rule To Flow Migration · banibratachatterjee bundle
Migrate Workflow Rules to record-triggered Flows: field update mapping, email alert migration, outbound message alternatives using Flow Core Actions, time-based workflow replacement with Scheduled Paths. NOT for Process Builder migration (use process-builder-to-flow-migration), NOT for building new flows from scratch.

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Data Cloud Ingestion API · banibratachatterjee bundle
Use when implementing or troubleshooting the Salesforce Data Cloud Ingestion API — covers streaming ingestion (near-real-time micro-batches), bulk ingestion (CSV-based full-replace jobs), schema management in OpenAPI 3.0.x YAML, Connected App setup with cdp_ingest_api scope, and error handling for both modes. NOT for standard Salesforce Bulk API, CRM Analytics data import, or Data Cloud data streams from CRM objects.

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Loyalty Management Setup · banibratachatterjee bundle
Use this skill when setting up or extending Salesforce Loyalty Management — including program and currency creation, tier group design, qualifying vs. non-qualifying point currency separation, DPE batch job activation, partner loyalty configuration, and member portal setup on Experience Cloud. Triggers on: Loyalty Management setup, loyalty tier setup Salesforce, qualifying points vs redemption points, DPE batch job for loyalty, partner loyalty program Salesforce, loyalty member portal. NOT for Marketing Cloud engagement program design (separate product), not for B2B loyalty via Sales Cloud (standard opportunity, not loyalty program), not for general Experience Cloud site setup (use experience-cloud-setup skill).

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Experience Cloud Moderation · banibratachatterjee bundle
Use when setting up or tuning Experience Cloud community content moderation: keyword/criteria-based rules, member reputation system, and moderation queue management. Triggers: 'set up community content moderation', 'configure reputation levels', 'flagging rules Experience Cloud', 'moderation queue setup', 'keyword blocking community', 'approve community posts before publishing'. NOT for CMS content publishing workflows or Digital Experiences page publishing.

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Experience Cloud Site Setup · banibratachatterjee bundle
Use when creating a new Experience Cloud site: selecting LWR vs Aura template, configuring branding and navigation, setting up a custom domain, and using Experience Builder. Trigger keywords: create new Experience Cloud site, LWR vs Aura template, set up community portal domain, Experience Builder page builder, branding sets, navigation menu configuration, Microsite LWR, Build Your Own LWR. NOT for internal Lightning apps, Lightning App Builder configuration, or Flow orchestration inside an existing site.

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Fsl Service Territory Setup · banibratachatterjee bundle
Use this skill to configure Field Service Lightning service territories — including territory types, operating hours, time slots, territory hierarchy, member types, and polygon boundaries. NOT for ETM territories (Territory2 / Enterprise Territory Management in Sales Cloud), and NOT for Salesforce Scheduler territories.

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Fundraising Process Mapping · banibratachatterjee bundle
Use this skill when designing or documenting nonprofit fundraising lifecycle stages, donor pipeline workflows, cultivation-to-stewardship cycles, major gift solicitation sequences, or Salesforce Opportunity sales process configuration for NPSP or Nonprofit Cloud. Trigger keywords: fundraising lifecycle, donor pipeline, cultivation stage, solicitation workflow, major gift process, moves management, NPSP Opportunity stages, stewardship cycle, NPC fundraising stages. NOT for implementation of Engagement Plans, gift entry processing, payment integration, or recurring donation configuration.

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Integration User Management · banibratachatterjee bundle
Use when setting up or auditing dedicated Salesforce integration users — including the Salesforce Integration user license, API-only profile, permission set layering, MFA waiver configuration, and login monitoring. NOT for standard user management.

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Lead Nurture Journey Design · banibratachatterjee bundle
Use this skill when designing or configuring lead nurture journeys in MCAE (Account Engagement / Pardot) Engagement Studio — including mapping content to funnel stages, defining behavioral trigger rules, building branching program paths, and establishing MQL handoff criteria. Covers funnel stage mapping (Awareness, Consideration, Decision), Engagement Studio program structure, rule-based branching on score/grade/activity, content inventory prerequisites, and program execution schedule. NOT for Journey Builder implementation in Marketing Cloud Engagement (MCE), NOT for Sales Engagement cadences in Sales Cloud, NOT for Einstein Lead Scoring configuration, NOT for initial MCAE Business Unit setup or CRM connector provisioning.

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Permission Set Architecture · banibratachatterjee bundle
Use when designing or refactoring Salesforce access architecture around minimal profiles, permission sets, permission set groups, muting, and assignment governance. Triggers: 'profile sprawl', 'permission set strategy', 'PSG architecture', 'access bundle design', 'least privilege'. NOT for record-sharing model design or CRUD/FLS enforcement inside Apex.

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Uat And Acceptance Criteria · banibratachatterjee bundle
Use this skill when writing acceptance criteria for Salesforce features, structuring UAT test scripts from user stories, classifying defects found during UAT, or planning regression testing before a Salesforce release. Trigger keywords: UAT, user acceptance testing, test script, acceptance criteria, defect classification, regression testing, test plan, test case. NOT for automated testing (use flow-testing or apex-test-class-standards). NOT for writing user stories or eliciting requirements (use requirements-gathering-for-sf). NOT for setting up sandboxes or environment strategy (use sandbox-strategy).

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Commerce Payment Integration · banibratachatterjee bundle
Use this skill when building or debugging a custom Salesforce Commerce payment gateway adapter using the CommercePayments Apex namespace — covering adapter implementation, RequestType handling, PCI tokenization patterns, and integration path selection. NOT for billing (Salesforce Billing / blng namespace), NOT for configuring the legacy sfdc_checkout.CartPaymentAuthorize interface (see admin/commerce-checkout-configuration), and NOT for storefront UI payment form design.

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Cpq Integration With Erp · banibratachatterjee bundle
Use this skill when designing or troubleshooting an integration between Salesforce CPQ and an ERP system (SAP, Oracle, NetSuite, Microsoft Dynamics). Covers the canonical order transmission trigger, pricing data mastery strategy, amendment delta-quantity handling, and non-blocking inventory checks during quoting. NOT for generic Salesforce-to-ERP integration without CPQ, standard Quote-to-ERP patterns that do not involve SBQQ objects, or CPQ-internal configuration such as pricing rules, bundles, or guided selling.

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Fsl Integration Patterns · banibratachatterjee bundle
Use this skill when designing FSL integrations: ERP parts/inventory sync, GPS/fleet management integration, IoT-triggered work order creation, and customer notification workflows. Trigger keywords: FSL ERP integration, ProductConsumed ERP sync, GPS fleet integration FSL, IoT work order trigger, customer notification FSL integration. NOT for generic Salesforce integration patterns, FSC integration (covered by architect/fsc-integration-patterns-dev), or Health Cloud integration.

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Fsl Offline Architecture · banibratachatterjee bundle
Use this skill when designing FSL Mobile offline-first architecture: data priming strategy, priming limits, conflict resolution patterns, and sync failure handling. Trigger keywords: FSL offline priming, briefcase sync FSL, offline data limits, conflict resolution MERGE_ACCEPT_YOURS, ghost records FSL. NOT for LWC offline-and-mobile (generic LWC offline, covered by lwc/lwc-offline-and-mobile), standard Salesforce Mobile App offline, or Experience Cloud offline.

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Multi Store Architecture · banibratachatterjee bundle
Multi-store Commerce architecture: shared catalog, localization, multi-currency, multi-language, and regional storefront design for B2B, D2C, and SFCC deployments. Trigger keywords: multi-store, regional storefronts, shared catalog, multi-currency commerce, localization, multiple WebStores. NOT for single-store setup, store creation basics, or non-Commerce use cases.

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Sales Cloud Architecture · banibratachatterjee bundle
Use when designing or reviewing a Sales Cloud solution architecture covering process automation strategy, integration points, data model decisions, and scalability planning. Triggers: 'design a Sales Cloud architecture for enterprise org', 'Sales Cloud data model and automation strategy', 'how to architect Sales Cloud for high-volume pipeline management'. NOT for individual feature configuration (use admin/opportunity-management or admin/lead-management), NOT for CPQ-specific decisions (use architect/cpq-vs-standard-products-decision), NOT for integration implementation details (use architect/sales-cloud-integration-patterns).

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Community User Data Migration · banibratachatterjee bundle
Use this skill to migrate external community/portal user accounts at scale: bulk creating Experience Cloud users via Data Loader, migrating users between license types (Customer Community to Customer Community Plus, or to Partner Community), importing Customer Portal users into Experience Cloud, and resolving Contact/Account hierarchy prerequisites. Trigger keywords: migrate community users, import external users Experience Cloud, bulk create portal users, move users between license types, migrate Customer Community to Partner Community. NOT for internal user data migration. NOT for general data migration (see data/bulk-data-migration). NOT for configuring Experience Cloud sites or profiles from scratch.

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Data Cloud Data Model Objects · banibratachatterjee bundle
Use when designing or managing Data Model Objects (DMOs) in Salesforce Data Cloud — covers DMO schema design, subject area governance, data relationships between DMOs, XMD (extended metadata) layer management, data transforms (streaming vs. batch), and mandatory DMO requirements for identity resolution. NOT for standard Salesforce CRM object design, Data Cloud data stream configuration, or SOQL queries against Data Cloud objects.

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Einstein Analytics Data Model · banibratachatterjee bundle
Use this skill when working with CRM Analytics (Einstein Analytics) extended metadata (XMD) — the multi-layer metadata system that controls field display labels, aliases, number formatting, date formatting, measure/dimension classification, and color palettes on CRM Analytics datasets. Trigger keywords: XMD API, dataset field formatting CRM Analytics, wave dataset labels, main XMD update, dataset versioning Analytics. NOT for dataflow development, recipe node configuration, dataset ingestion setup, standard dashboard design, or SAQL query construction — those are covered by analytics-dataflow-development and analytics-recipe-design.

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External Data And Big Objects · banibratachatterjee bundle
Use this skill when storing large historical datasets in Salesforce using Big Objects, querying them with Async SOQL, or deciding between Big Objects and External Objects for high-volume or external data access patterns. Trigger keywords: big object, async SOQL, AsyncQueryJob, external object, Salesforce Connect, IoT data, audit history, event log archival, Database.insertImmediate, composite index. NOT for Salesforce Connect adapter configuration or OAuth setup (use salesforce-connect-external-objects), and NOT for standard data archival strategies (use data-archival-strategies).

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Lightning App Builder Advanced · banibratachatterjee bundle
Advanced Lightning App Builder usage: component visibility filters, custom page templates, Dynamic Forms, Dynamic Actions, page performance optimization, LWC targetConfig for record pages. Use when building complex record pages or custom app templates. NOT for basic page layout configuration. NOT for LWC component development (use lwc/* skills). NOT for Dynamic Forms basics (use dynamic-forms-and-actions).

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List Views And Compact Layouts · banibratachatterjee bundle
Use when designing or reviewing list views, compact layouts, highlights panels, and search-result presentation so users can scan, find, and act on records quickly across desktop and mobile. Triggers: 'too many list views', 'compact layout not showing the right fields', 'search layouts vs list views', 'mobile highlights panel'. NOT for page layout design, Dynamic Forms strategy, or record-type architecture.

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Multi Language And Translation · banibratachatterjee bundle
Use when configuring Salesforce Translation Workbench, translating custom labels, picklist values, field labels, page layout sections, or Experience Cloud language switcher. Triggers: 'how to add a language to Salesforce', 'translate custom labels', 'Translation Workbench setup', 'picklist value translation', 'RTL language support'. NOT for Marketing Cloud email localization, NOT for Apex string formatting by locale (use formula fields or Apex String.format patterns), NOT for multi-currency (use currency management admin).

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Org Cleanup And Technical Debt · banibratachatterjee bundle
Use when executing admin-level cleanup in a Salesforce org: deleting unused fields, removing inactive Flow versions, deactivating legacy automation, running Salesforce Optimizer or Org Check, and performing destructive metadata deploys. Triggers: 'clean up unused fields', 'delete inactive flows', 'run Optimizer', 'org has too many custom fields', 'remove old workflow rules', 'Flow version limit'. NOT for assessing or reporting on technical debt (use architect/technical-debt-assessment). NOT for code-level refactoring or Apex cleanup (use apex/ skills).

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Partner Community Requirements · banibratachatterjee bundle
Use this skill to define and validate the requirements for a Salesforce Partner Relationship Management (PRM) implementation: deal registration flows, lead distribution models, partner tier hierarchies, MDF budget tracking, and co-marketing content entitlement. Trigger keywords: partner community requirements, PRM deal registration setup, channel partner portal requirements, lead distribution partner, partner tier management, MDF tracking, co-marketing entitlement. NOT for partner portal technical configuration (Experience Cloud site builder, Visualforce pages, LWC development). NOT for partner account management (account hierarchy or channel account teams).

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Salesforce Object Queryability · banibratachatterjee bundle
Distinguish the six real reasons a Salesforce query can 'fail', and the protocol for diagnosing before declaring. Covers: object doesn't exist, not queryable in edition, permission-denied, field-level errors, namespace prefix missing, API version mismatch. NOT for SOQL performance tuning (use soql-optimization-patterns). NOT for Bulk API payload issues (use bulk-api-2-patterns).

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Salesforce Release Preparation · banibratachatterjee bundle
Use when preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to stakeholders. Triggers: 'upcoming Salesforce release', 'release notes triage', 'Release Updates', 'sandbox preview opt-in', 'release readiness checklist', 'production upgrade date', 'feature impact', 'critical update'. NOT for deploying org-specific changes between sandboxes (use change-management-and-deployment), nor for long-term sandbox environment design (use sandbox-strategy).

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Agent Rate Limit Strategy · banibratachatterjee bundle
Control LLM spend and Apex governor exposure for high-traffic Agentforce agents via per-user token budgets and graceful fallback. NOT for API rate-limiting of REST endpoints.

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Agentforce Agent Creation · banibratachatterjee bundle
Use when creating, configuring, auditing, or troubleshooting an Agentforce agent end-to-end: agent definition, agent user setup, channel assignment, system instructions, activation, and lifecycle management. Triggers: 'create agentforce agent', 'agent not appearing to users', 'how to activate agent', 'agent channel setup', 'agent lifecycle', 'deploy agent to production'. NOT for topic design or action contract design — use agentforce/agent-topic-design and agentforce/agent-actions respectively.

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Fsc Integration Patterns Dev · banibratachatterjee bundle
Use this skill when designing or implementing FSC-specific integration: core banking data sync, custodian feeds (Schwab/Fidelity), market data pipelines, or payment processing wired to FSC Financial objects. Triggers: syncing FinancialAccount or FinancialHolding records from a core banking system, integrating a custodian data feed into FSC Wealth Management, market data prices updating CurrentValue on FinancialHolding, payment transactions flowing into FSC from an external ledger. NOT for generic Salesforce integration, non-FSC object sync, or MuleSoft platform configuration unrelated to FSC financial objects.

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Fsl Service Report Templates · banibratachatterjee bundle
Use this skill when designing, generating, or troubleshooting Field Service service report templates — covers the createServiceReport REST action (API v40.0+), ServiceReportLayout configuration, DigitalSignature capture, Document Builder (Winter '25+) with conditional logic via Flow, and PDF storage as ContentDocument/ContentVersion. NOT for quote templates, custom Visualforce pages, or Experience Cloud document generation.

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Health Cloud Apex Extensions · banibratachatterjee bundle
Use this skill when extending Health Cloud via Apex: implementing HealthCloudGA managed-package interfaces, automating care plan lifecycle hooks, processing referrals using Industries Common Components invocable actions, or enforcing HIPAA-compliant logging governance for clinical Apex code. Trigger keywords: CarePlanProcessorCallback, HealthCloudGA namespace, ReferralRequest, ReferralResponse, care plan invocable actions, clinical Apex extension, Health Cloud Apex API. NOT for standard Apex triggers or generic Apex development unrelated to Health Cloud managed-package extension points.

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Metadata API And Package XML · banibratachatterjee bundle
Metadata API concepts, package.xml manifest structure, retrieve and deploy workflows, what metadata types can and cannot be retrieved, deployment order dependencies, and destructiveChanges.xml for deletions. NOT for SFDX source-format details or sf CLI command syntax (use sf-cli-and-sfdx-essentials), and NOT for CI/CD pipeline automation (use devops skills).

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Order Of Execution Deep Dive · banibratachatterjee bundle
Complete reference for the Salesforce record save order of execution: all 18 steps from DB load through commit, covering trigger placement, validation rule sequencing, Flow execution timing, workflow field update re-fire behavior, and recursion patterns. Use when debugging unexpected automation behavior, designing multi-layer automation, or analyzing trigger vs Flow execution order. NOT for trigger framework design (use trigger-framework). NOT for record-triggered Flow patterns (use record-triggered-flow-patterns).

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Recursive Trigger Prevention · banibratachatterjee bundle
Use when debugging or preventing recursive Apex trigger behavior, especially around self-DML, static guard flaws, Set<Id>-based deduplication, and legitimate re-entry scenarios. Triggers: 'trigger recursion', 'static boolean guard', 'recursive update', 'self DML', 'trigger firing multiple times'. NOT for general trigger-framework structure unless recursion is the actual design problem.

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Trigger And Flow Coexistence · banibratachatterjee bundle
Governance patterns for orgs where Apex triggers and record-triggered Flows both run on the same object. Covers field-write conflict prevention, single-entry-point consolidation, recursion guards across automation types, and automation inventory documentation. Use when inheriting a mixed-automation org, adding a Flow to an object that already has triggers, or resolving silent field-overwrite bugs. NOT for order-of-execution mechanics (use order-of-execution-deep-dive). NOT for trigger handler framework design (use trigger-framework). NOT for Flow-only design patterns (use record-triggered-flow-patterns).

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B2b Vs B2c Architecture · banibratachatterjee bundle
Use this skill when designing or evaluating the architecture of a Salesforce Commerce implementation that involves choosing between B2B Commerce (on Core, Lightning platform) and B2C Commerce (Salesforce Commerce Cloud / SFCC). Trigger keywords: B2B vs B2C architecture, SFCC vs B2B Commerce, Commerce Cloud platform decision, B2B data model architecture, B2C storefront architecture, commerce infrastructure comparison, platform selection architecture. NOT for implementation mechanics — use admin/b2b-commerce-store-setup or admin/b2c-commerce-store-setup for configuration work. NOT for requirements gathering — use admin/b2b-vs-b2c-requirements for pre-build platform selection based on buyer journey. NOT for D2C vs B2B feature comparisons within Lightning-based Commerce.

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Omnistudio Datapack Migration · banibratachatterjee bundle
Use this skill when migrating OmniStudio components (OmniScript, Integration Procedures, DataRaptors, FlexCards) between Salesforce orgs using the DataPack export/import mechanism — covering version management, environment-specific data resolution, conflict handling, and silent-skip gotchas. Trigger keywords: DataPack migration, OmniStudio org-to-org migration, packExport packDeploy, DataPack versioning, DataPack conflict. NOT for OmniStudio CI/CD pipeline automation (use omnistudio/omnistudio-ci-cd-patterns), managed-package-to-standard-runtime migration (use OmniStudio Migration Assistant), or standard Salesforce metadata migration.

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Product Catalog Migration Cpq · banibratachatterjee bundle
Use when bulk-loading or migrating Salesforce CPQ product catalog configuration data — SBQQ-namespaced objects including Product2, ProductOption, PriceRule, PriceAction, DiscountSchedule, DiscountCategory, ConfigurationAttribute, and OptionConstraint — across orgs or from an external source system. Trigger keywords: CPQ bulk load, SBQQ product migration, ProductOption insert order, CPQ trigger disable, price rule migration, CPQ sandbox refresh catalog, bundle migration. NOT for standard product import or CRM product migration (use product-catalog-data-model). NOT for CPQ quote or subscription data migration. NOT for Industries CPQ (Vlocity) catalog migration.

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Managed Package Development · banibratachatterjee bundle
Use when building or maintaining Salesforce first-generation managed packages (1GP) for ISV distribution — covers namespace registration, packaging org structure, PostInstall/UninstallHandler Apex interface, push upgrades, Flow version management, and subscriber org considerations. NOT for second-generation managed packages (2GP), unlocked packages, or AppExchange listing setup.

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Flow Performance Optimization · banibratachatterjee bundle
Tune Flow runtime performance: pick Before-Save over After-Save, consolidate Get Records, eliminate loop-DML, cache lookups, split with Scheduled Paths, and measure actual runtime. Covers benchmarking methodology, profiling tools, and the 80/20 wins. NOT for governor-limit math (use flow-governor-limits-deep-dive). NOT for LDV strategy (use flow-large-data-volume-patterns).

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Flow Transactional Boundaries · banibratachatterjee bundle
Reason about when a Flow is inside the caller's transaction vs starts its own. Pick Before-Save vs After-Save vs Async Path vs Pause + Resume when transaction boundaries matter. Covers governor-limit sharing, DML sequencing, recoverability, and the exact semantics of each Flow entry point. NOT for choosing Flow vs Apex (use automation-selection.md). NOT for Flow-to-Flow invocation contracts (use subflows-and-reusability).

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Composite API Patterns · banibratachatterjee bundle
Use when designing, implementing, or troubleshooting Salesforce Composite API requests — covering the /composite/ resource with cross-subrequest referenceId wiring, /composite/sobjects/ bulk CRUD, /composite/tree/ hierarchical inserts, and /composite/batch/ independent subrequest bundling. Triggers: 'composite API', 'sObject Tree', 'sObject Collection', 'composite batch', 'subrequest', 'referenceId', 'allOrNone', 'parent child insert one call', 'bulk CRUD same object', 'batch API requests'. NOT for single REST API calls, Bulk API 2.0 large-data-load jobs, GraphQL API queries, Metadata API deployments, or custom Apex REST endpoints.

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Slack Workflow Builder · banibratachatterjee bundle
Use this skill when designing or troubleshooting Slack Workflow Builder workflows that call Salesforce — especially the Salesforce connector step Run a Flow, mapping inputs/outputs, handling failures, and understanding limits. Triggers on: Slack Workflow Builder Salesforce, Run a Flow from Slack, autolaunched flow from Slack, Slack automation calling Salesforce. NOT for Salesforce Flow Builder tutorials unrelated to Slack (use flow skills), not for Flow Core Actions that send Slack messages from Salesforce (use flow-for-slack), not for initial org-to-workspace connection (use slack-salesforce-integration-setup), and not for building custom Slack apps outside Workflow Builder.

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Experience Cloud Multi Idp Sso · banibratachatterjee bundle
Use this skill when configuring multiple identity providers (OIDC and/or SAML) on a single Experience Cloud site or across tenant-specific portals in the same org — covering auth provider registration, Start SSO URL routing, Federation ID mapping, RegistrationHandler implementation, and simultaneous SP+IdP topology. Trigger keywords: multiple identity providers Experience Cloud, multi-tenant SSO community portal, vendor and citizen portal same site, OIDC SAML both on login page, tenant-specific login routing community. NOT for internal Salesforce employee SSO configuration. NOT for single auth provider setups — see experience-cloud-authentication for basic SSO.

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AI Adoption Change Management · banibratachatterjee bundle
Use this skill when planning or executing the human side of an Agentforce or Einstein AI feature rollout — user trust-building, AI-specific training, structured feedback collection via the Feedback API, and adoption measurement via Agentforce Analytics. NOT for general Salesforce rollout change management with no AI component, generic user training design, or CRM adoption without an AI feature in scope.

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Feature Flag Custom Metadata · banibratachatterjee bundle
Implement environment-safe feature flags using Custom Metadata Types for Apex, LWC, and Flow. NOT for user-level entitlements or permission sets.

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Package Development Strategy · banibratachatterjee bundle
Use this skill when deciding between Salesforce package development approaches — unmanaged, unlocked, 1GP managed, or 2GP managed — including namespace selection, ISV distribution requirements, upgrade path design, and AppExchange packaging strategy. Trigger keywords: should I use managed or unlocked package, Salesforce package type selection, 2GP vs 1GP managed package, namespace decision Salesforce, ISV AppExchange packaging, unlocked package strategy. NOT for individual package creation steps, scratch org setup, or day-to-day package version build commands.

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Unlocked Package Development · banibratachatterjee bundle
Use this skill when designing, creating, versioning, or installing unlocked packages: package directory configuration in sfdx-project.json, namespace management, package dependencies, version lifecycle (beta vs. released), ancestor versions, installation keys, and subscriber installation via sf CLI or Package Install UI. NOT for 2GP managed packages (ISV packaging with namespaces, push upgrades, or AppExchange listings), 1GP managed packages, change set deployments, or scratch org setup.

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Vscode Salesforce Extensions · banibratachatterjee bundle
Use this skill when setting up, configuring, or troubleshooting the Salesforce Extensions for VS Code: Apex Language Server activation, deploy-on-save behavior, Apex debugging, org authorization, and workspace project structure. NOT for Salesforce CLI command reference (use sf-cli-and-sfdx-essentials), scratch org definition files (use scratch-org-management), or CI/CD pipeline configuration.

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Flow Governor Limits Deep Dive · banibratachatterjee bundle
Compute and budget governor-limit consumption per Flow type with worked math: SOQL, DML rows, CPU time, heap. Includes per-entry-point budget tables, cross-automation shared-limit math, and tuning strategies when a flow hits a ceiling. NOT for general bulkification (use flow-bulkification). NOT for Apex limits (use apex-governor-limits).

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Pause Elements And Wait Events · banibratachatterjee bundle
Use this skill when designing or troubleshooting flows that need to suspend execution and wait for an external signal — either a time-based alarm or a platform event. Trigger keywords: pause element, wait element, flow interview suspension, alarm event, platform event resume, async interview. NOT for scheduled flows that recur on a fixed schedule (use scheduled-flows), and NOT for record-triggered flow scheduled paths on a single record (those are set in the Start element, not a Pause element).

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Record Triggered Flow Patterns · banibratachatterjee bundle
Use when designing or reviewing Salesforce record-triggered Flows, especially before-save vs after-save behavior, entry criteria, recursion avoidance, and when to escalate to Apex. Triggers: 'before save vs after save', '$Record__Prior', 'record-triggered flow', 'order of execution', 'flow recursion'. NOT for screen-flow UX or pure bulkification work when the trigger model is already correct.

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API Versioning Strategy · banibratachatterjee bundle
Design versioning for custom Apex REST endpoints: URI versioning, backward compatibility, deprecation sunset. NOT for consuming external APIs.

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Custom Property Editor For Flow · banibratachatterjee bundle
Use when building or reviewing an LWC Custom Property Editor for Flow screen or action configuration, including the `configurationEditor` metadata hook, builder-side APIs, validation, and value-change events. Triggers: 'custom property editor', 'Flow configuration editor', 'builderContext', 'inputVariables', 'configurationEditor'. NOT for ordinary runtime screen-component behavior when no Flow Builder design-time customization is involved.

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Pub Sub API Patterns · banibratachatterjee bundle
Use this skill when building or debugging gRPC-based Pub/Sub API integrations for subscribing to or publishing Salesforce Platform Events, Change Data Capture events, or custom channels — including auth flow, flow control, event replay, Managed Subscriptions, and language client setup. Triggers on: Pub/Sub API gRPC subscription, subscribe to platform events via gRPC, event replay with Pub/Sub API, managed event subscription Salesforce, FetchRequest flow control. NOT for legacy PushTopic API (deprecated), not for legacy Streaming API via CometD or EMP Connector (use those for legacy integrations only), not for Flow-based platform event triggers (use flow/flow-trigger-patterns skill).

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Business Rules Engine · banibratachatterjee bundle
Use when designing, building, or troubleshooting OmniStudio Business Rules Engine (BRE) artifacts: Decision Tables, Decision Matrices (rule matrices), and Expression Sets used for eligibility determination, pricing, discounting, or any complex multi-attribute rule evaluation. Trigger keywords: 'business rules engine', 'BRE', 'decision table', 'rule matrix', 'eligibility determination', 'ExpressionSetService', 'expression set evaluate'. NOT for Flow decision elements or Flow-based branching logic (use flow/* skills). NOT for Calculation Procedures that do not involve multi-condition rule lookup (use omnistudio/calculation-procedures). Requires Industries Cloud license.

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Omniscript Versioning · banibratachatterjee bundle
Use when managing OmniScript versions: activating new versions, deactivating prior versions, testing a specific version before activation, rolling back to a previous version, or understanding version identity (Type/Subtype/Language triplet). NOT for OmniStudio deployment or DataPack migration (use omnistudio/omnistudio-deployment-datapacks).

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API Only User Hardening · banibratachatterjee bundle
Provision and harden integration (API-only) users: no UI login, IP restrictions, minimum permission set, session lifetime, and monitoring. NOT for human admin account hardening.

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Analytics Adoption Strategy · banibratachatterjee bundle
Use this skill when driving adoption of CRM Analytics (Einstein Analytics) across an org — including setting up the Analytics Adoption App to measure who uses which dashboards, embedding analytics into Lightning pages for in-context discovery, pinning dashboards to the Analytics home page, building self-service personas, and defining analytics-specific success metrics. Triggers: analytics adoption, dashboard usage tracking, embedded analytics strategy, self-service analytics enablement, CRM Analytics rollout. NOT for general Salesforce change management (use change-management-and-training), NOT for In-App Guidance prompt mechanics (use in-app-guidance-and-walkthroughs), NOT for dashboard technical design or JSON (use analytics-dashboard-design or analytics-dashboard-json).

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Email Studio Administration · banibratachatterjee bundle
Use when building, configuring, or troubleshooting email sends in Marketing Cloud Email Studio and Content Builder. Triggers: 'dynamic content', 'send classification', 'A/B test email', 'Content Builder template', 'triggered send', 'suppression list', 'Commercial vs Transactional'. NOT for MCAE (Pardot) email, SMS/push channel setup, or Journey Builder orchestration design.

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Email To Case Configuration · banibratachatterjee bundle
Configuring Salesforce Email-to-Case: Standard vs On-Demand mode selection, routing address setup, email threading via Lightning tokens, auto-response rules, attachment limits, and per-address case field defaults. Use when setting up a new Email-to-Case channel, troubleshooting duplicate cases from customer replies, or choosing between On-Demand and Standard mode. Trigger keywords: email-to-case, routing address, on-demand email-to-case, email threading, case from email, email agent, routing address setup. NOT for email templates or letterheads (use email-templates-and-alerts). NOT for Omni-Channel routing of case work items after creation (use omni-channel-routing-setup). NOT for Web-to-Case or inbound-only chat channels.

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Entitlements And Milestones · banibratachatterjee bundle
Use this skill to design, configure, and troubleshoot Salesforce Entitlement Management: entitlement processes, milestone definitions, recurrence types, milestone actions (success/warning/violation), business hours assignment, and entitlement templates. NOT for case escalation rules, assignment rules, or omni-channel routing configuration.

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Agent Action Unit Tests · banibratachatterjee bundle
Apex test patterns for @InvocableMethod agent actions: per-branch coverage, bulk safety, deterministic assertions. NOT for UI/LWC testing or agent conversational quality scoring.

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Agent Metric Dashboards · banibratachatterjee bundle
Observability for Agentforce: adoption, deflection, latency, cost, quality. NOT for agent evaluation/testing (see agentforce-eval-harness) or raw platform-event monitoring.

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Commerce Search Customization · banibratachatterjee bundle
Use this skill to configure and tune search in B2B Commerce or D2C Commerce storefronts: searchable attributes, facetable attributes, sort rules, search index rebuilds, Einstein product recommendations, and BuyerGroup entitlement visibility. Trigger keywords: commerce search ranking, faceted navigation commerce, search index rebuild, Einstein recommendations storefront, product not appearing in search. NOT for SOSL query development, Experience Cloud federated search, Salesforce Search for non-commerce objects, or Einstein Search for Service Cloud.

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Einstein Activity Capture API · banibratachatterjee bundle
Use when querying Einstein Activity Capture (EAC) activity metrics, accessing synced email and event data via Apex, reporting on captured activities, or understanding EAC's read-only API surface and SOQL limits. Triggers: 'ActivityMetric SOQL', 'EAC data not in reports', 'UnifiedActivity query', 'query synced emails from EAC', 'activity capture SOQL returns no rows'. NOT for email template design, email deliverability configuration, or enabling/disabling EAC through Setup UI.

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Lead Conversion Customization · banibratachatterjee bundle
Use when writing Apex to customize lead conversion: controlling which records are created, copying custom field values post-conversion, firing related record logic on convert, or structuring LeadConvert calls. Triggers: 'lead conversion apex', 'Database.LeadConvert', 'custom field mapping conversion', 'convert lead trigger', 'lead convert opportunity', 'LeadConvertResult'. NOT for configuring lead conversion field mapping in Setup UI, managing lead assignment rules, or building web-to-lead forms — use admin/lead-management-and-conversion for those.

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Record Locking And Contention · banibratachatterjee bundle
Use when diagnosing or preventing UNABLE_TO_LOCK_ROW errors, record lock contention in Apex or Bulk API loads, FOR UPDATE locking, parent-child lock escalation, and deadlock scenarios. Triggers: 'UNABLE_TO_LOCK_ROW', 'record lock contention', 'FOR UPDATE SOQL', 'deadlock', 'lock timeout'. NOT for approval-process record locking (admin/approval-processes) or optimistic concurrency via timestamps.

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AI Platform Architecture · banibratachatterjee bundle
Use this skill when designing or evaluating the holistic Salesforce AI platform strategy: model tier selection (Salesforce Default vs BYOLLM vs zero-data-retention partner models), Trust Layer design decisions at the architecture level, and multi-agent Supervisor/Specialist orchestration topology. Trigger keywords: AI platform strategy, model selection strategy, Supervisor agent topology, multi-agent orchestration, Einstein LLM gateway, BYOLLM architecture, trust layer design, agentic platform design, model tier decision. NOT for individual agent action development, Trust Layer feature configuration steps, RAG grounding mechanics, or BYOLLM registration procedures (see agentforce/einstein-trust-layer, agentforce/rag-patterns-in-salesforce, agentforce/model-builder-and-byollm for those).

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Case Deflection Strategy · banibratachatterjee bundle
Use this skill when designing or assessing a Salesforce case deflection program — identifying high-frequency contact reasons, selecting deflection channels, and defining KPIs such as deflection rate and goal completion rate. Trigger keywords: case deflection, self-service, Einstein Conversation Mining, chatbot containment, knowledge-led deflection, contact reason analysis. NOT for Experience Cloud site setup, Einstein Bot dialog authoring, or Omni-Channel routing configuration.

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Experience Cloud Lwc Components · banibratachatterjee bundle
Use when building custom LWC components for Experience Cloud (Experience Builder sites, LWR portals, Aura-based communities). Covers community context imports, guest user Apex access patterns, navigation API differences between LWR and Aura, and JS-meta.xml target configuration for Experience Builder exposure. NOT for internal LWC components deployed to Lightning App Builder or standard record pages (see lwc/lwc-development). NOT for Aura community components. Trigger keywords: build LWC for Experience Cloud, custom component community portal LWC, guest user LWC component, community context import salesforce, lightningCommunity target, @salesforce/community, guest Apex.

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Flexcard Design Patterns · banibratachatterjee bundle
Use when designing, building, or reviewing OmniStudio FlexCards — including data source selection, card states, actions, conditional visibility, flyout configuration, and child card iteration. Triggers: 'FlexCard', 'card template', 'flyout', 'card action', 'card state', 'data source', 'child card', 'conditional visibility'. NOT for OmniScript design, standalone LWC development, or Apex controller architecture outside the FlexCard context.

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Analytics Dataflow Development · banibratachatterjee bundle
Use this skill when building, debugging, or optimizing CRM Analytics dataflows — defining node types (sfdcDigest, Append, Augment, computeExpression, computeRelative, Flatten, dim2mea, sfdcRegister), scheduling runs, handling run failures, and tuning performance. NOT for standard data processing outside CRM Analytics, for recipe-based data prep, or for SAQL dashboard query tuning.

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Care Coordination Requirements · banibratachatterjee bundle
Use this skill when mapping care coordination process requirements for Health Cloud: designing care team workflows, transition of care handoffs, social determinants of health (SDOH) barrier tracking, and care gap identification. NOT for implementation of technical components — this skill covers requirements gathering and process design, not Apex/Flow build.

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Change Management And Training · banibratachatterjee bundle
Use this skill when planning user adoption, structuring Salesforce training materials, drafting release communications, or running a change impact assessment for a Salesforce rollout or update. Triggers: user adoption plan, training materials, release announcement, change impact, go-live communication. NOT for org deployment mechanics or sandbox promotion (use change-management-and-deployment).

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Data Cloud Identity Resolution · banibratachatterjee bundle
Use this skill when configuring or troubleshooting Data Cloud identity resolution rulesets — matching rules, reconciliation rules, unified profiles, and cross-device identity linking. Trigger keywords: identity resolution ruleset, unified individual, match rule, reconciliation rule, unified profile, cross-device identity, Data Cloud deduplication, cluster creation. NOT for CRM duplicate management (Duplicate Rules / Matching Rules on standard objects), and NOT for Experience Cloud or Salesforce Identity login deduplication.

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Journey Builder Administration · banibratachatterjee bundle
Use when setting up, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria, journey versions, test mode, or journey analytics. Triggers: 'journey builder setup', 'entry source configuration', 'decision split not routing', 'exit criteria not removing contacts', 'goal not tracking conversion', 'journey version publishing', 'journey re-entry settings', 'wait activity date field'. NOT for Flow-based automation, Marketing Cloud Account Engagement (Pardot) engagement programs, or Salesforce core automation rules.

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Lead Management And Conversion · banibratachatterjee bundle
Configuring Salesforce lead management and conversion: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes. Use when setting up lead capture, routing, or conversion for Sales Cloud. Trigger keywords: web-to-lead, lead conversion, lead field mapping, lead settings, lead process, lead queue, lead auto-response. NOT for lead assignment rule logic (use assignment-rules). NOT for duplicate rule configuration (use data-quality-and-governance).

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Custom Iterators And Iterables · banibratachatterjee bundle
Use this skill when implementing the Iterable<T> or Iterator<T> interfaces in Apex to create custom traversal logic, build lazy-evaluation data sources for Batch Apex, or stream large result sets without materializing an entire List. Trigger keywords: custom iterator, Iterable interface, Iterator interface, batch start iterable, lazy evaluation apex, streaming apex query, paginated batch. NOT for standard list iteration (use for-each on List directly), NOT for Batch Apex fundamentals (use batch-apex-patterns), NOT for Apex triggers or synchronous bulk patterns.

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Timezone And Datetime Pitfalls · banibratachatterjee bundle
Use when writing or reviewing Apex, SOQL, or Flow logic that involves Date or Datetime fields: scheduling jobs, comparing dates across timezones, displaying Datetime values to users, filtering records by date literals, or persisting Datetime from external systems. NOT for calendar UI component layout, time-zone configuration in org settings, or Salesforce Connect external object date mapping.

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Cpq Architecture Patterns · banibratachatterjee bundle
CPQ solution architecture covering bundle design, pricing engine performance, multi-currency strategy, and integration patterns. Trigger keywords: CPQ architecture, quote scalability, bundle design, QCP performance, CPQ integration, large quote, pricing waterfall, ServiceRouter. NOT for individual feature design such as configuring specific Price Rules or Discount Schedules — see cpq-pricing-rules or pricing-model-design instead.

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Knowledge Taxonomy Design · banibratachatterjee bundle
Use when designing or restructuring a Salesforce Knowledge taxonomy: Data Category Group structure, hierarchy depth, article type selection, article lifecycle governance (Draft/Published/Archived), Validation Status gating, and content gap analysis via KCS methodology and Search Activity Gaps. Triggers: knowledge taxonomy design, data category hierarchy, knowledge article lifecycle, knowledge governance model, KCS content gap analysis, search activity gaps, knowledge category structure. NOT for Knowledge admin feature setup (use admin/knowledge-setup), NOT for Experience Cloud search configuration, NOT for Einstein Article Recommendations tuning.

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Analytics Dataset Optimization · banibratachatterjee bundle
Use this skill when tuning CRM Analytics dataset performance through field selection, date granularity choices, dataset splitting strategy, and run-budget optimization. Trigger keywords: dataset too many fields, SAQL timeseries slow, epoch vs date storage, dataset field count limit, dataset partition, split dataset by year, CRM Analytics performance tuning. NOT for SOQL optimization, Salesforce report tuning, Data Cloud segmentation performance, or choosing between analytics tools.

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Data Cloud Consent And Privacy · banibratachatterjee bundle
Use this skill when implementing consent management, data subject request processing, or data retention policies in Data Cloud — including the ssot__ContactPointConsent__dlm DMO, consent-aware segmentation filters, GDPR/CCPA data deletion requests via Privacy Center or Data Deletion API, and per-DLO retention policy configuration. Triggers on: consent-aware segmentation in Data Cloud, Data Cloud GDPR deletion request, right to be forgotten Data Cloud, ContactPointConsent DMO, Data Cloud data retention policy. NOT for CRM-layer consent management (ContactPointTypeConsent standard objects on Salesforce org — use gdpr-data-privacy skill), not for general GDPR implementation outside Data Cloud.

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Omnistudio Metadata Management · banibratachatterjee bundle
Use this skill when tracking, auditing, or cleaning up OmniStudio component dependencies and cross-references — covering the four OmniStudio metadata API types (OmniProcess, OmniDataTransform, OmniUiCard, OmniInteractionConfig), dependency graph construction from embedded JSON bodies, impact analysis before deleting or modifying a component, and stale-component cleanup. Trigger keywords: OmniStudio metadata types, OmniStudio dependency tracking, FlexCard DataRaptor dependency, OmniScript Integration Procedure reference, OmniStudio component cleanup, metadata impact analysis. NOT for DataPack export/import mechanics (use data/omnistudio-datapack-migration), standard Salesforce Metadata API coverage (use a metadata coverage skill), or OmniStudio CI/CD pipeline automation.

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