BanibrataChatterjee

@banibratachatterjee source repo

612 skills
0 followers
11 hours ago last updated

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Opportunity Pipeline Migration · banibratachatterjee bundle
Use when migrating historical Opportunity records into Salesforce — covering stage history recreation, amount and close date mapping, product line item load sequencing (Product2 → Price Book → OpportunityLineItem), team member (OpportunityTeamMember) and revenue split (OpportunitySplit) loading, and Pricebook2 assignment. NOT for generic multi-object data migration planning (use data-migration-planning). NOT for ongoing CRM sync or ETL pipeline architecture. NOT for opportunity record type or sales process configuration.

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Automated Regression Testing · banibratachatterjee bundle
Use when building or maintaining automated end-to-end regression tests for Salesforce UI (Lightning, LWC, Aura, Flows), selecting a testing framework (UTAM, Provar, Selenium), handling Shadow DOM challenges, or scheduling regression suites against pre-release orgs. Triggers: 'UTAM page objects', 'Shadow DOM testing', 'Salesforce E2E regression', 'Provar test automation', 'pre-release regression window'. NOT for Apex unit testing, LWC Jest component testing, manual UAT planning, or Agentforce conversational testing.

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Private Connect Setup · banibratachatterjee bundle
Configure Private Connect between Salesforce and AWS/Azure for traffic to stay on private networks. NOT for standard internet callouts.

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Calculation Procedures · banibratachatterjee bundle
Use when building, reviewing, or troubleshooting OmniStudio Calculation Procedures (also called Expression Sets) and Calculation Matrices (also called Decision Matrices). Triggers: 'calculation procedure', 'expression set', 'calculation matrix', 'decision matrix', 'pricing calculation', 'lookup step', 'matrix versioning'. NOT for DataRaptor transforms or DataRaptor-based field mapping.

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Integration Procedures · banibratachatterjee bundle
Use when building, reviewing, or debugging OmniStudio Integration Procedures. Triggers: 'integration procedure', 'IP', 'HTTP action', 'DataRaptor', 'rollbackOnError', 'failureResponse'. NOT for Apex-only integrations unless the main design choice is whether OmniStudio is still appropriate.

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Omnistudio Performance · banibratachatterjee bundle
Use when diagnosing or improving runtime performance in OmniStudio assets: slow OmniScripts, Integration Procedures with high latency, DataRaptor caching, excessive API call counts, FlexCard rendering delays, or async IP fire-and-forget patterns. Triggers: 'OmniScript slow', 'Integration Procedure timeout', 'DataRaptor cache', 'FlexCard loading too long', 'reduce API calls OmniStudio'. NOT for LWC performance outside of OmniScript runtime (use lwc-performance skill). NOT for OmniScript step design or journey UX (use omniscript-design-patterns skill).

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Analytics Dataset Management · banibratachatterjee bundle
Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshooting stale or broken datasets. Triggers: 'dataset creation', 'dataflow schedule', 'dataflow quota', 'date field not filterable', 'dataset row limit', 'CRM Analytics data refresh', 'field type mismatch in dataset'. NOT for standard Salesforce report types or choosing between analytics tools.

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Compliant Data Sharing Setup · banibratachatterjee bundle
Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding the Financial Deal Participants related list, and defining Participant Roles. Trigger keywords: ethical walls, compliant data sharing setup, FSC sharing model, isolate banking teams, participant roles. NOT for standard Salesforce sharing rules, OWD, or role hierarchy sharing. NOT for programmatic participant record DML (use fsc-compliant-sharing-api instead).

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Donor Lifecycle Requirements · banibratachatterjee bundle
Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management for cultivation and solicitation, upgrade path design, lapsed donor re-engagement strategy, and segmentation for portfolio management. NOT for marketing automation execution, email campaign configuration, or recurring donation implementation.

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Experience Cloud Cms Content · banibratachatterjee bundle
Use when setting up CMS workspaces, creating or publishing content types for Experience Cloud sites, managing content scheduling, or configuring audience targeting on content variants. Triggers: 'set up CMS workspace', 'publish content to Experience Cloud site', 'content scheduling community', 'audience targeting content', 'managed content vs unmanaged', 'custom content type metadata', 'CMS channel configuration'. NOT for Salesforce Knowledge articles, CMS Connect to external CMS platforms, or Experience Builder layout/theming work.

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Process Automation Selection · banibratachatterjee bundle
Use when deciding which Salesforce automation tool should own a requirement, including before-save and after-save Flow, screen Flow, scheduled Flow, invocable Apex, Apex triggers, and migration off Workflow Rules or Process Builder. Triggers: 'Flow or Apex trigger', 'which automation tool should I use', 'Process Builder migration', 'Workflow Rule retirement', 'same-record update or trigger'. NOT for detailed implementation of a Flow or trigger after the automation boundary has already been chosen.

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Fsl Resource Management · banibratachatterjee bundle
Use this skill to configure Field Service Lightning service resources — including ServiceResource types, skill assignments via ServiceResourceSkill, capacity-based resource setup, and ResourcePreference rules. NOT for service territory setup (see fsl-service-territory-setup), NOT for scheduling policy configuration, and NOT for FSL mobile app setup.

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Fsl Scheduling Policies · banibratachatterjee bundle
Use this skill to create, configure, or tune Field Service Lightning scheduling policies — including work rules (pass/fail filters) and service objectives (weighted ranking criteria). Covers the four default policies, custom policy design, work rule type selection, and objective weighting strategy. NOT for configuring service territories, resource availability calendars, or the Salesforce Scheduler (Appointment Scheduling) product.

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Marketing Cloud Connect · banibratachatterjee bundle
Use this skill when configuring or troubleshooting Marketing Cloud Connect (MC Connect) — the managed package that links a Salesforce org to a Marketing Cloud account. Covers connector user setup, synchronized data sources, scope configuration, tracking sync, and triggered sends. NOT for MCAE (Marketing Cloud Account Engagement / Pardot) connector setup.

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Npsp Household Accounts · banibratachatterjee bundle
Use this skill to configure and manage NPSP Household Accounts: household naming rules, formal/informal greeting formats, primary contact designation, household merges, and household splits. Trigger keywords: NPSP household naming, household account not updating, merge duplicate households NPSP, household greeting customization, primary affiliation NPSP. NOT for FSC Household Groups (Financial Services Cloud uses AccountContactRelationship junction — incompatible model).

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Npsp Program Management · banibratachatterjee bundle
Use this skill when configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) — a separate managed package for program delivery, cohort setup, service scheduling, service delivery recording, and outcome/attendance tracking for beneficiaries. Trigger keywords: program management module, PMM, Program__c, ProgramEngagement__c, ServiceDelivery__c, cohort setup, bulk service delivery, service schedule, service participant. NOT for NPSP core donor management, gift entry, recurring donations, soft credits, or Health Cloud care programs.

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Picklist And Value Sets · banibratachatterjee bundle
Use when creating or managing picklist fields: choosing between Global Value Sets and object-local picklists, configuring controlling and dependent field relationships, managing picklist values, and replacing values in existing data records. NOT for formula fields that reference picklists (use formula-fields), NOT for record type picklist filtering (use record-types-and-page-layouts), NOT for picklist fields in Flow (use the appropriate flow skill).

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Quote To Cash Requirements · banibratachatterjee bundle
Use when gathering, designing, or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote (with line items) to Synced Quote to Approval Process to Quote PDF to Order creation. Trigger keywords: quote approval, discount policy, quote PDF limits, order from quote, quote sync, quote template. NOT for CPQ/Revenue Cloud pricing rules, discount schedules, or guided selling — use CPQ skills for those.

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Quotes And Quote Templates · banibratachatterjee bundle
Use when configuring standard Salesforce Quotes, building or customizing quote templates for PDF generation, emailing quotes to customers, syncing quotes to opportunity products, or setting up discount approval processes on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items'. NOT for CPQ (Salesforce Revenue Cloud / SBQQ) quote configuration, quote line scheduling, or order management.

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Referral Management Health · banibratachatterjee bundle
Use this skill when configuring Health Cloud referral management: setting up ClinicalServiceRequest-based referrals, provider search, referral status workflows, and network management. NOT for Sales Cloud referrals, FSC Einstein Referral Scoring, or Public Sector Solutions referral objects.

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Agentforce Guardrails · banibratachatterjee bundle
Use this skill when designing, auditing, or troubleshooting behavioral boundaries for Agentforce agents — including topic Scope fields, agent-level system instructions, topic/action filters, the Escalation topic, restricted topics, and Instruction Adherence monitoring. Trigger keywords: agent guardrails, agent out of scope, restrict agent behavior, topic scope, agent instructions, agent fallback, Escalation topic, abuse prevention, action filters. NOT for Trust Layer content filtering (Einstein Trust Layer is a separate product concern), NOT for general topic routing design (use agentforce/agent-topic-design), NOT for prompt template construction (use agentforce/prompt-template-design).

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Health Cloud Lwc Components · banibratachatterjee bundle
Use this skill when building custom LWC components for Health Cloud: extending patient card configurations, building custom timeline components using TimelineObjectDefinition metadata, creating care plan visualizations, and surfacing clinical data via LWC. NOT for standard LWC development unrelated to Health Cloud clinical components, or OmniStudio FlexCard development.

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Mixed Dml And Setup Objects · banibratachatterjee bundle
Use when encountering or preventing MIXED_DML_OPERATION errors caused by DML on setup objects (User, UserRole, PermissionSet, Group, GroupMember) in the same transaction as non-setup objects. Triggers: 'MIXED_DML_OPERATION', 'setup object DML error', 'cannot insert User and Account together', 'System.runAs mixed DML', '@future setup object workaround'. NOT for general async Apex patterns — see async-apex. NOT for test data factory structure — see test-data-factory-patterns.

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Crm Analytics App Creation · banibratachatterjee bundle
Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing. NOT for standard Salesforce reports and dashboards or Tableau.

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Data Import And Management · banibratachatterjee bundle
Use when planning, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates. Triggers: 'Data Loader', 'Data Import Wizard', 'Bulk API', 'upsert', 'cutover', 'load failed', 'reconcile data'. NOT for ongoing integration architecture - use integration/ skills for that.

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Email Templates And Alerts · banibratachatterjee bundle
Use when designing, reviewing, or troubleshooting Salesforce email templates, email alerts, and declarative notification design. Triggers: 'Lightning Email Template', 'email alert', 'merge field', 'org-wide email', 'too many emails', 'mass email limit'. NOT for marketing automation or custom Apex email services.

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Financial Planning Process · banibratachatterjee bundle
Use this skill when configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow, Discovery Framework, Revenue Insights. NOT for financial advice, investment recommendations, or high-level process mapping (see wealth-management-requirements for that).

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Fsl Mobile Workflow Design · banibratachatterjee bundle
Use this skill when designing, troubleshooting, or reviewing FSL Mobile worker workflows — including job lifecycle management, offline data capture, customer signature collection, parts consumption, and geolocation-triggered status transitions. Trigger keywords: FSL mobile, field service mobile workflow, offline job lifecycle, technician mobile, service appointment status, briefcase priming, parts consumption mobile, signature capture FSL. NOT for mobile app installation/configuration, FSL scheduling optimization, Dispatcher Console setup, or Work Capacity management.

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Health Cloud Patient Setup · banibratachatterjee bundle
Use this skill when configuring patient or member records in Salesforce Health Cloud — including Person Account enablement, Health Cloud patient record type creation, care team role configuration, patient card customization, and clinical data display. Trigger keywords: patient setup, Health Cloud person account, patient card component, care team roles, clinical data display. NOT for standard account setup, general CRM contact configuration, or non-Health-Cloud person account questions.

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Industries Insurance Setup · banibratachatterjee bundle
Use this skill to configure Salesforce Industries Insurance (Financial Services Cloud Insurance) including permission set licenses, irreversible org settings, core insurance objects, coverage types, claim configuration, and OmniScript-based quoting using the Insurance Product Administration API. Trigger keywords: insurance setup, FSC Insurance, InsurancePolicy object, InsurancePolicyCoverage, policy quoting OmniScript, claim type configuration, InsProductService, Digital Insurance Platform, many-to-many policy, multiple producers. NOT for generic OmniStudio setup, standard CPQ/Pricebook quoting, Health Cloud enrollment, or general FSC configuration unrelated to insurance line-of-business.

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Object Creation And Design · banibratachatterjee bundle
Use when creating a new Salesforce custom object: naming the object and setting its API name, selecting optional features (Activities, Chatter, History Tracking), choosing an org-wide default sharing model, and creating a tab. Triggers: 'create a custom object', 'new custom object setup', 'what sharing model should I choose', 'how do I create a tab for my object', 'object features like activities and history tracking'. NOT for custom field design on the object (use custom-field-creation), sharing rule or role hierarchy configuration (use sharing-and-visibility), or object relationship design decisions (use data-model-design-patterns).

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Omni Channel Routing Setup · banibratachatterjee bundle
Configuring Salesforce Omni-Channel routing from scratch or updating existing routing: enabling Omni-Channel, creating Service Channels, configuring Routing Configurations (queue-based and skills-based), setting up Presence Statuses and Presence Configurations, assigning skills to Service Resources, and defining Skills-Based Routing Rules. Trigger keywords: Omni-Channel setup, routing configuration, queue-based routing, skills-based routing, presence status, service channel, routing rules. NOT for capacity model design (use omni-channel-capacity-model). NOT for OmniStudio FlexCards or DataRaptors. NOT for Omni-Channel Supervisor dashboard analysis.

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Analytics Recipe Design · banibratachatterjee bundle
Use this skill when designing or building CRM Analytics Data Prep recipes — including node selection, join patterns, bucket field configuration, formula expressions, and scheduling. Triggers: 'build a recipe', 'join datasets in analytics', 'bucket a measure field', 'schedule a recipe', 'data prep transformation'. NOT for SAQL queries, dashboard design, or dataflow JSON authoring.

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Care Plan Configuration · banibratachatterjee bundle
Use this skill when configuring care plan templates, care plan problems, goals, and tasks in Salesforce Health Cloud — covering both the Integrated Care Management (ICM) model (Spring '23+, FHIR R4-aligned, recommended) and the legacy managed-package model (CarePlanTemplate__c + Case Tasks). Trigger keywords: care plan template, ICM care plan, PGI library, action plan template, problem definition, goal definition, care plan setup. NOT for general case management configuration, non-Health-Cloud task management, or clinical program enrollment (see admin/care-program-management).

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Care Program Management · banibratachatterjee bundle
Use when configuring or troubleshooting Health Cloud Care Programs — including CareProgram hierarchy setup, patient enrollment (CareProgramEnrollee), consent prerequisites, product-level enrollment (CareProgramEnrolleeProduct), and provider associations (CareProgramProvider). Trigger keywords: care program, program enrollment, enrollee, program product, CareProgramEnrollee, consent for enrollment, patient program outcome. NOT for Care Plans (per-patient task/goal framework), case management workflows, or general Health Cloud patient setup unrelated to program enrollment.

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Collaborative Forecasts · banibratachatterjee bundle
Use this skill when setting up, configuring, or troubleshooting Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, and pipeline inspection integration. Trigger keywords: forecast type, forecast category, cumulative rollup, individual rollup, quota, forecast adjustment, forecast hierarchy, opportunity splits forecasting, pipeline forecast. NOT for custom report-based forecasting. NOT for Classic Forecasts (Customizable Forecasting). NOT for Territory Management setup (use enterprise-territory-management skill).

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Data Cloud Segmentation · banibratachatterjee bundle
Use this skill when creating, filtering, refreshing, or activating audience segments in Salesforce Data Cloud. Covers segment types (Standard, Real-Time, Waterfall, Dynamic, Data Kit), segment refresh schedules, activation field mapping, and audience publishing. NOT for Marketing Cloud Contact Builder segments, NPC Actionable Segmentation, or Experience Cloud audience targeting.

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Financial Account Setup · banibratachatterjee bundle
Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up financial account roles Financial Services Cloud, FSC household balance rollup not working, add holdings to financial account, FinancialAccountType picklist setup, FSC brokerage or retirement account configuration. NOT for standard Account objects, NOT for Salesforce standard financial-services industry templates unrelated to FinancialAccount, NOT for Accounting Subledger or Revenue Cloud.

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Fsc Referral Management · banibratachatterjee bundle
Use this skill when configuring or troubleshooting FSC Referral Management: setting up referral types via ReferralRecordTypeMapping custom metadata, routing referrals through Lead Assignment Rules keyed on the Expressed Interest picklist, tracking Referrer Score, or enabling partner referral visibility in Experience Cloud. Trigger keywords: referral routing, FSC referral types, ReferralRecordTypeMapping, Expressed Interest picklist, partner referral Contact, Referrer Score Experience Cloud. NOT for standard Salesforce Lead management outside FSC, Einstein Referral Scoring (retiring feature), or Marketing Cloud referral campaigns.

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Fsc Relationship Groups · banibratachatterjee bundle
Use this skill when creating, configuring, or troubleshooting FSC Relationship Groups — including Household, Professional Group, and Trust group types; member role assignment via AccountContactRelation FSC fields; Primary Group designation; and group-level wealth aggregation rollups. NOT for standard account relationships, Contact-Account relationships outside FSC, NPSP household configuration, or Financial Account role setup (use admin/financial-account-setup).

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Omni Channel Reporting Data · banibratachatterjee bundle
Omni-Channel analytics data: agent work records, queue metrics, capacity utilization, wait time reporting. NOT for admin routing setup.

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Multi Package Development · banibratachatterjee bundle
Designing, orchestrating, and maintaining multi-package architectures in Salesforce DX: dependency DAG design, layered package decomposition, install ordering, cross-package API contracts, mono-repo vs. multi-repo layout, and CI/CD pipeline sequencing for projects with two or more unlocked or managed packages. NOT for single-package creation or versioning (see unlocked-package-development), 2GP managed-package ISV workflows (see second-generation-managed-packages), or change-set deployments.

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Salesforce CLI Automation · banibratachatterjee bundle
Use this skill when automating Salesforce work with the unified Salesforce CLI (`sf`, v2): shell scripts, Make/npm tasks, cron jobs, and CI steps that need stable flags, `--json` output, org aliases, bulk/data commands, plugins, and non-interactive auth patterns. Trigger keywords: sf CLI automation, sfdx migration, JSON output CI, sf project deploy script, sf data bulk, CLI plugins, target-org alias, machine-readable CLI. NOT for choosing or wiring a specific CI platform (GitHub Actions, GitLab, Jenkins, Bitbucket, Azure DevOps—use those devops skills), VS Code Salesforce extensions, or Copado/Gearset release management UIs.

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Auto Launched Flow Patterns · banibratachatterjee bundle
Use when invoking auto-launched Flows from Apex (Flow.Interview), from external systems via REST API, from Platform Events, or from other Flows (subflow element). Covers input/output variable mapping, bulkification patterns, and error/fault handling. NOT for record-triggered flows (use record-triggered-flow-patterns) or scheduled flows (use scheduled-flows).

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Flow Migration From Trigger · banibratachatterjee bundle
Decide whether an existing Apex trigger should be rewritten as a Flow, and execute the migration safely. Covers the decision criteria (complexity, ownership, performance), side-by-side rollout, test-coverage parity, and the inverse case (recognize when Flow should stay Apex). NOT for migrating Process Builder / Workflow Rule to Flow (use those migration skills). NOT for brand-new automation decisions (use automation-selection.md).

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API Led Connectivity · banibratachatterjee bundle
Use when designing a multi-system integration architecture using the three-layer API-led connectivity pattern (System, Process, Experience APIs), deciding how many layers to apply, mapping Salesforce as a system-layer endpoint or experience-layer consumer, or evaluating how Agentforce and MuleSoft Agent Fabric leverage API-led patterns. Triggers: 'API-led connectivity', 'system API process API experience API', 'MuleSoft integration layers', 'application network'. NOT for configuring MuleSoft Anypoint Salesforce Connector flows (use mulesoft-salesforce-connector). NOT for Salesforce REST API CRUD patterns (use rest-api-patterns). NOT for event-driven architecture without an API layer (use event-driven-architecture-patterns).

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Data Cloud Query API · banibratachatterjee bundle
Use this skill when querying unified profile data, calculated insights, or Data Lake Objects from Data Cloud using ANSI SQL via the Query V2 or Query Connect APIs. Triggers on: SQL queries against Data Cloud, querying unified individuals, querying DMOs via API, paginating large Data Cloud result sets. NOT for SOQL queries against standard Salesforce objects, not for Data Cloud segment filtering in the UI, not for vector/semantic search (use data-cloud-vector-search-dev).

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GRAPHQL API Patterns · banibratachatterjee bundle
Use when designing or reviewing Salesforce GraphQL API usage, especially endpoint selection, field shaping, connection-based pagination, LWC wire adapters, and GraphQL vs REST tradeoffs. Triggers: 'GraphQL API', 'lightning/graphql', 'uiGraphQLApi', 'GraphQL pagination', 'GraphQL vs REST'. NOT for building a custom GraphQL server or for generic REST integration design with no GraphQL surface.

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Product Catalog Data Model · banibratachatterjee bundle
Use when modeling, loading, or troubleshooting Salesforce product and pricebook data — covering the Product2 → Pricebook2 → PricebookEntry three-object chain, standard pricebook constraints, bulk load sequencing (Product2 → Standard PBE → custom Pricebook2 → custom PBE), UseStandardPrice inheritance, and product hierarchy strategies. NOT for Salesforce CPQ product and pricing model (use cpq-vs-standard-products-decision). NOT for Industries CPQ catalog-item model (use industries-cpq-vs-salesforce-cpq). NOT for Opportunity Line Item mechanics.

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Sales Reporting Data Model · banibratachatterjee bundle
Use when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity analysis. Trigger keywords: historical trending, opportunity snapshot, reporting snapshot, pipeline history, custom report type join, point-in-time reporting. NOT for CRM Analytics (Tableau CRM / Einstein Analytics) or Marketing Cloud reports. NOT for general SOQL optimization.

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Service Metrics Data Model · banibratachatterjee bundle
Use when designing or reporting on Salesforce Service Cloud service metrics — covers the Case, Entitlement, and CaseMilestone object model, MTTR derivation via BusinessHours.diff(), IsViolated semantics, and ElapsedTimeInMins field usage for SLA reporting. Trigger keywords: MTTR, mean time to resolve, case milestone, entitlement SLA, IsViolated, CaseMilestone, first response time, resolution time, service KPI. NOT for CRM Analytics (Tableau CRM / Einstein Analytics) dashboards or Field Service Lightning work order metrics.

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Subscriber Data Management · banibratachatterjee bundle
Use this skill when configuring or troubleshooting Marketing Cloud subscriber identity, opt-in/opt-out status, list membership, suppression, or deduplication behavior. Triggers include: setting up Subscriber Key, diagnosing duplicate sends, handling global unsubscribes, configuring Auto-Suppression Lists, or auditing subscriber status across Business Units. NOT for CRM contact management in Sales/Service Cloud, not for SFMC audience segmentation via Data Extensions alone, and not for Email Studio content authoring.

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Vector Database Management · banibratachatterjee bundle
Use this skill to design, configure, and maintain vector indexes in Salesforce Data Cloud via the Setup UI. Covers chunking strategy selection, index refresh mode, PII field exclusion, and index rebuild workflows. Does NOT cover developer-facing retrieval APIs, Apex vector search queries, or SOQL-based retrieval — see skills/agentforce/data-cloud-vector-search-dev for those.

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Data Seeding For Testing · banibratachatterjee bundle
Use when creating test data for scratch orgs, sandboxes, or CI pipelines: Apex @testSetup factories, sf data import tree plans, CumulusCI datasets, Snowfakery. NOT for production data migration or ETL pipelines.

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Gitlab CI For Salesforce · banibratachatterjee bundle
Use this skill to set up, review, or troubleshoot GitLab CI/CD pipelines for Salesforce using SFDX JWT Bearer Flow authentication, Docker executor runners, Apex test gates, branch-based deployment jobs, and GitLab CI/CD variables for secret management. Trigger keywords: gitlab-ci.yml, gitlab runner, gitlab ci salesforce, gitlab ci sfdx, gitlab pipeline deploy salesforce, gitlab ci jwt auth. NOT for GitHub Actions (use github-actions-for-salesforce), Bitbucket Pipelines (use bitbucket-pipelines-for-salesforce), Jenkins, Copado, Azure DevOps, or any non-GitLab CI platform.

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Pre Deployment Checklist · banibratachatterjee bundle
Use when preparing a Salesforce metadata deployment for production and need a structured gate-check before releasing. Trigger keywords: 'pre-deploy checklist', 'what to check before deploying', 'validation deploy', 'deploy readiness', 'quick deploy window', 'checkOnly deploy', 'pre-release backup'. NOT for post-deployment smoke tests (use post-deployment-validation), full cutover sequencing (use go-live-cutover-planning), or change set UI workflow (use change-set-deployment).

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Health Cloud Data Model · banibratachatterjee bundle
Use this skill when choosing, enabling, or querying Health Cloud clinical data objects — including the dual-layer architecture of legacy managed-package EHR objects (HC24__ namespace) and FHIR R4-aligned standard objects (ClinicalEncounter, HealthCondition, CarePlan, etc.). Covers setup prerequisites, object relationships, migration considerations, and integration strategy. NOT for standard Salesforce data model or generic CRM objects.

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Soql Query Optimization · banibratachatterjee bundle
Use when a SOQL query is running slowly, causing timeouts, or returning UNABLE_TO_LOCK_ROW errors in large data volume orgs. Covers index-aware query writing, selectivity rules, the Query Plan tool, skinny tables, and dynamic field-set queries. Triggers: slow soql query, query timeout, non-selective query, query plan tool, index usage, soql optimization, large object performance. NOT for Apex CPU or heap governor limit issues (use apex-cpu-and-heap-optimization) or for writing basic SOQL (use soql-fundamentals).

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Change Set Deployment · banibratachatterjee bundle
Use when uploading, validating, or deploying a change set between Salesforce orgs through Setup UI. Trigger keywords: 'change set upload', 'validate change set', 'deploy inbound change set', 'change set stuck', 'missing dependency change set', 'change set component error'. NOT for SFDX-based deployments, DevOps Center pipelines, or CI/CD automation — use the sf-cli-and-sfdx-essentials or devops-center-pipeline skills for those.

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Deployment Monitoring · banibratachatterjee bundle
Tracking the real-time and historical status of Salesforce metadata deployments via Metadata API checkDeployStatus, REST deployRequest polling, and the Deployment Status Setup page. Covers DeployResult field interpretation, component error triage, concurrent deployment queue behavior, and 30-day history limits. NOT for post-deployment functional smoke testing (use post-deployment-validation). NOT for CI/CD pipeline setup (use github-actions-for-salesforce). NOT for rollback execution.

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Scratch Org Snapshots · banibratachatterjee bundle
Use Scratch Org Snapshots to reduce CI bring-up time from 10–20 minutes to under 2. NOT for persistent sandbox provisioning.

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Lwc Forms And Validation · banibratachatterjee bundle
Use when building or reviewing Lightning Web Component form UX, especially the choice between `lightning-record-edit-form` and custom inputs, client-side validation with `reportValidity()`, server-side validation feedback, and file upload flows. Triggers: 'record edit form in lwc', 'reportValidity not working', 'custom validation message', 'fieldErrors in onerror'. NOT for Flow screen design or Apex-only validation logic.

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Lwc Internationalization · banibratachatterjee bundle
Build LWCs that support translation, locale-aware formatting, and RTL layouts. NOT for Translation Workbench setup.

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Message Channel Patterns · banibratachatterjee bundle
Use when implementing Lightning Message Service (LMS) to enable cross-DOM communication between LWC, Aura, and Visualforce components on the same Lightning page, using message channels. Triggers: 'communicate between unrelated LWC components', 'send data between Visualforce and LWC', 'lightning message service not working', 'APPLICATION_SCOPE vs default scope', 'message channel metadata deployment'. NOT for parent-child component communication (use component-communication) or server-side events.

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Platform Encryption · banibratachatterjee bundle
Use this skill when deciding which Salesforce fields to encrypt at rest, choosing between deterministic and probabilistic schemes, managing tenant secrets and keys (including BYOK and Cache-Only Keys), and satisfying compliance mandates for data-at-rest encryption. NOT for TLS/transport encryption, Classic Encrypted Text fields, or field masking without Shield. Trigger keywords: Shield Platform Encryption, data at rest, AES-256, tenant secret, BYOK, key rotation, encrypted search.

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Omni Channel Custom Routing · banibratachatterjee bundle
Use this skill to implement Apex-driven custom routing logic for Omni-Channel work items using PendingServiceRouting and SkillRequirement objects. Trigger keywords: PendingServiceRouting, SkillRequirement, IsReadyForRouting, skills-based routing, custom routing Apex. NOT for declarative Omni-Channel queue-based routing setup, routing configurations in Setup UI, or Einstein Classification routing rules.

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Ssjs Server Side Javascript · banibratachatterjee bundle
Use this skill when writing, debugging, or reviewing Server-Side JavaScript (SSJS) in Salesforce Marketing Cloud — Script Activities, Cloud Pages, and Landing Pages. Covers WSProxy for SOAP API access, Script.Util.HttpRequest for outbound REST calls, error handling patterns, execution limits, and SSJS/AMPscript interoperability. NOT for AMPscript-only personalization logic inside Email Studio sends, not for standard Apex (Salesforce Platform), and not for client-side JavaScript in Experience Cloud or LWC.

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Batch Data Cleanup Patterns · banibratachatterjee bundle
Use when scheduling automated deletion of temporary records, enforcing data retention policies, running nightly cleanup jobs, reclaiming org storage, managing recycle bin, or performing async bulk deletion of aged records. Trigger keywords: batch delete, retention policy, purge records, cleanup job, recycle bin, emptyRecycleBin, hard delete, nightly purge, storage optimization. NOT for data archival to external storage (use data-archival-strategies).

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Billing Data Reconciliation · banibratachatterjee bundle
Use this skill to investigate, diagnose, and resolve data mismatches across the Salesforce Billing reconciliation chain — from Quote Line through Order, Billing Schedule, Invoice, Invoice Line, and Payment to Payment Allocation. Triggers: 'invoice balance does not match payment received', 'blng__Invoice__c status stuck at Posted despite full payment', 'payment allocated but invoice still shows balance due', 'billing schedule amount differs from order product', 'revenue transaction error log records appearing', 'blng__PaymentAllocation__c not closing invoice', 'reconciling billing data for month-end close', 'invoice to payment mismatch in Salesforce Billing'. NOT for configuring revenue recognition rules or Finance Periods (see admin/revenue-recognition-requirements skill), NOT for setting up billing schedules or invoice runs (see admin/billing-schedule-setup skill), NOT for standard Salesforce Opportunity revenue schedules (unrelated to Salesforce Billing), NOT for CRM reporting or Opportunity close date reco

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Data Quality And Governance · banibratachatterjee bundle
Use this skill when designing data quality gates, auditing data quality posture, troubleshooting validation failures, or implementing governance controls (field history, GDPR erasure, data classification, duplicate strategy) across a Salesforce org. Trigger keywords: validation rules, field history, duplicate management, GDPR right to erasure, data retention, data classification, Shield Field Audit Trail, Einstein Data Detect, Matching Rules, PII anonymization. NOT for Duplicate Rules configuration step-by-step UI setup (use duplicate-management skill). NOT for bulk data migration execution (use data-migration skill).

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Financial Account Migration · banibratachatterjee bundle
Use this skill when bulk-migrating financial account data into Salesforce FSC — including FinancialAccount, FinancialHolding, FinancialAccountRole, FinancialAccountTransaction, and balance history records. Trigger keywords: ETL load FSC, migrate holdings, bulk insert financial accounts, data migration rollup lock, FinancialAccountBalance import. NOT for financial account configuration or FSC data model reference.

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Fsl Resource And Skill Data · banibratachatterjee bundle
Use this skill when bulk loading FSL ServiceResource records, ServiceResourceSkill data, skill certifications, capacity-based resource setup, and availability patterns. Trigger keywords: FSL resource migration, ServiceResourceSkill bulk load, skill certification tracking FSL, capacity-based resource, service resource availability. NOT for user provisioning, ServiceResource creation via UI, or ServiceTerritoryMember setup (covered by fsl-territory-data-setup).

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Marketing Cloud SQL Queries · banibratachatterjee bundle
Use this skill when writing, debugging, or optimizing SQL Query Activities in Salesforce Marketing Cloud Automation Studio. Trigger keywords: SFMC SQL, Marketing Cloud query activity, system data views, _Sent _Open _Click, Automation Studio SQL, SELECT INTO data extension. NOT for SOQL (Salesforce CRM queries against sObjects), NOT for standard SQL databases, NOT for Data Cloud ANSI SQL, NOT for Query Studio as a standalone topic.

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Nonprofit Data Architecture · banibratachatterjee bundle
Use this skill when designing or querying the NPSP data model — constituent 360, household accounts, giving history rollups, and program participation. Trigger keywords: NPSP data model, household account, constituent record, giving rollups, CRLP, program engagement, ServiceDelivery, npo02__ fields. NOT for standard data model design, Nonprofit Cloud (NPC) data model, FSC household groups, or platform data modeling outside the NPSP context.

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Salesforce Code Analyzer · banibratachatterjee bundle
Use this skill to run Salesforce Code Analyzer v5 for static analysis, CI quality gates, and AppExchange security review preparation. Trigger keywords: code analyzer, sca run, pmd apex, eslint lwc, graph engine, taint analysis, retire js, ci gate, severity threshold, AppExchange scan. NOT for manual code review workflows, runtime debugging, performance profiling, or Checkmarx/CodeScan third-party tools.

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Flow Collection Processing · banibratachatterjee bundle
Use when building or reviewing Flow logic that processes lists of records using Loop, Assignment, Collection Filter, Collection Sort, or Transform elements. Triggers: 'iterate over collection in flow', 'flow loop add to collection', 'collection filter element', 'transform element flow', 'update records from collection variable', 'collection sort flow'. NOT for individual single-record retrieval (use Get Records alone), NOT for Apex-based collection manipulation, NOT for flow bulkification performance analysis (see flow-bulkification).

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Experience Cloud API Access · banibratachatterjee bundle
Use this skill when configuring or troubleshooting API access for Experience Cloud external users and guest users: guest user Apex data access, Customer Community Plus or Partner Community REST/SOAP API access, external user OAuth scopes, and sharing enforcement on API responses. Trigger keywords: Experience Cloud API access external user, community user REST API, guest user API limits, Customer Community API permissions, external user OAuth. NOT for internal Salesforce API authentication, non-community OAuth flows, or internal user API security.

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Lwc Toast And Notifications · banibratachatterjee bundle
Use when implementing or reviewing user feedback patterns in Lightning Web Components — specifically toast messages, lightning-alert, lightning-confirm, lightning-prompt, and platform notifications. Trigger keywords: 'ShowToastEvent', 'toast in lwc', 'lightning-alert lwc', 'lightning-confirm promise', 'Experience Cloud notification'. NOT for modal overlays (use lwc-modal-and-overlay).

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Omnistudio Debugging · banibratachatterjee bundle
Use when diagnosing failures, unexpected output, or silent errors in OmniScript, DataRaptor, or Integration Procedure assets. Triggers: 'omniscript not working', 'dataraptor returns empty', 'integration procedure failing', 'debug mode', 'action debugger', 'preview not running'. NOT for Apex debugging, LWC console errors unrelated to OmniStudio, or Flow fault path debugging.

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Analytics Dashboard Design · banibratachatterjee bundle
Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters. NOT for standard Salesforce reports and dashboards.

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API Contract Documentation · banibratachatterjee bundle
Use this skill when producing or reviewing API contract documentation for Salesforce integrations: versioning policy artifacts, request/response schema specs, error code catalogs, rate limit documentation, and OpenAPI generation for sObjects. Trigger keywords: Salesforce API versioning policy, API end-of-life policy, document API endpoints, REST API rate limits, OpenAPI sObjects. NOT for API implementation (building the API endpoint), Apex REST service coding, or Connected App setup — those are covered by apex-rest-services and connected-app-security.

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Clinical Data Requirements · banibratachatterjee bundle
Use this skill when defining clinical data model requirements for Health Cloud: HL7/FHIR data mapping, interoperability requirements, FHIR R4-aligned object activation, CodeableConcept constraints, and middleware translation requirements. NOT for data migration procedures, Apex integration code, or generic data architecture unrelated to clinical interoperability.

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Fsl Custom Actions Mobile · banibratachatterjee bundle
Use this skill when building custom LWC actions for the FSL Mobile app: barcode scanning, GPS capture, photo/signature capture, or custom guided workflows on mobile. Trigger keywords: FSL Mobile custom action, lightning__GlobalAction FSL, barcode scanner LWC, mobileCapabilities, Nimbus plugin, FSL lightning SDK. NOT for standard Salesforce Mobile App quick actions, standard Experience Cloud pages, or desktop Lightning Experience LWC components.

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Fsl Mobile App Extensions · banibratachatterjee bundle
Use when building custom LWC Quick Actions, Global Actions, deep links, or offline data extensions for the Salesforce Field Service (FSL) native mobile app. Trigger keywords: FSL mobile extension, LWC action FSL, field service deep link, offline custom action, FSL mobile toolkit. NOT for LWC in standard Salesforce mobile app or Lightning Experience.

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Analytics Data Governance · banibratachatterjee bundle
Use this skill when implementing or auditing data governance controls for CRM Analytics (Tableau CRM / Wave Analytics): dataset lineage tracing, access audit logging, data classification handling, retention management, and compliance readiness. Trigger keywords: CRM Analytics audit, dataset lineage, event monitoring analytics, access logging Wave, data classification propagation, analytics retention, GDPR analytics datasets, analytics compliance. NOT for general Salesforce data governance (use data-quality-and-governance), NOT for row-level security predicates or app sharing (use analytics-security-architecture), NOT for user licensing and sharing roles (use analytics-permission-and-sharing).

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Consent Data Model Health · banibratachatterjee bundle
Use this skill when designing, implementing, querying, or troubleshooting the Health Cloud consent data model — specifically the five-object HIPAA authorization hierarchy (DataUsePurpose → AuthorizationForm → AuthorizationFormText → AuthorizationFormDataUse → AuthorizationFormConsent). Trigger keywords: authorization form consent, ConsentGiverId, AuthorizationFormConsent SOQL, CareProgramEnrollee consent gate, PHI consent trail, consent hierarchy setup. NOT for marketing consent or standard email opt-out tracking. NOT for ContactPointConsent or ContactPointTypeConsent objects used in Marketing Cloud or standard Salesforce Privacy Center.

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Industries Data Migration · banibratachatterjee bundle
Use this skill when bulk-migrating data into Salesforce Industries clouds — including InsurancePolicy and its child objects for Insurance, ServicePoint/Premise for Energy and Utilities, or subscriber/account hierarchies for Communications. Trigger keywords: insurance policy migration, InsurancePolicyCoverage load order, ServicePoint bulk load, Premise hierarchy, E&U data migration, telco subscriber migration, utility account import, industries object dependency. NOT for generic Salesforce data migration planning, FSC FinancialAccount migration, Health Cloud patient data migration, or Experience Cloud user migration.

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Large Scale Deduplication · banibratachatterjee bundle
Strategies and tooling for large-scale data deduplication in Salesforce: tuning matching rules for high-volume orgs, batch merge jobs, third-party dedup tools (DemandTools, Cloudingo), surviving record selection logic, and post-merge validation. Use when cleaning millions of duplicate records, automating merges beyond UI limits, or designing enterprise dedup workflows. NOT for duplicate rule configuration (use admin/duplicate-management). NOT for standard Duplicate Management UI setup. NOT for single-record field-resolution questions (use data/record-merge-implications).

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Marketing Cloud Data Sync · banibratachatterjee bundle
Use this skill when configuring, diagnosing, or extending Marketing Cloud Connect Synchronized Data Sources — the mechanism that pulls Salesforce CRM object records into read-only Synchronized Data Extensions (SDEs) in Marketing Cloud. Triggers on: synced data extension not updating, contact or lead records missing from Marketing Cloud, sync failures in Contact Builder, 250-field limit questions, CRM-to-MC data latency concerns. NOT for manual imports via Import Activity, NOT for SFTP-based data loads, NOT for Data Cloud (CDP) real-time data streams, NOT for direct Apex callouts into Marketing Cloud.

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Record Merge Implications · banibratachatterjee bundle
Use when merging Account, Contact, or Lead records in Salesforce and needing to understand what data is kept, what is deleted, and what side effects occur on related records. Triggers: 'which fields win in a merge', 'child records after merge', 'merge duplicate accounts', 'what happens to opportunities after contact merge', 'Lead merge field resolution'. NOT for deduplication strategy design (use data-quality-and-deduplication), NOT for Apex Merge DML beyond its direct implications.

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Cpq Deployment Patterns · banibratachatterjee bundle
Use when deploying Salesforce CPQ configuration between environments in a CI/CD pipeline — covers the required data record dependency order (Price Books > Products > Price Rules > Product Rules > Quote Templates), External ID-based cross-org matching, multi-pass deployment for self-referential lookups, and the distinction between CPQ metadata deployment and CPQ data deployment. NOT for generic SFDX metadata deployment, CPQ implementation configuration, or Salesforce Billing deployment.

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Opportunity Management · banibratachatterjee bundle
Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting categories. Use when setting up or restructuring the opportunity lifecycle for Sales Cloud. NOT for Collaborative Forecasts setup (use collaborative-forecasts skill). NOT for CPQ pricing or product configuration (use Revenue Cloud skills). NOT for territory-based forecasting alignment (use enterprise-territory-management skill).

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Outbound Message Setup · banibratachatterjee bundle
Use when configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — including endpoint setup, field selection, retry behavior, and delivery monitoring. NOT for Platform Events or Flow-based integrations.

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Pipeline Review Design · banibratachatterjee bundle
Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories to the inspection view, configuring Days in Stage and other metrics, setting review cadence, and interpreting pipeline change signals for sales managers. Use when designing or improving how a team monitors deal health and pipeline movement. NOT for building custom dashboards or reports (use reports-and-dashboards skill). NOT for enabling Einstein Opportunity Scoring or AI insights (use einstein-copilot-for-sales skill). NOT for setting up Collaborative Forecasts or forecast types (use collaborative-forecasts skill).

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Reports And Dashboards · banibratachatterjee bundle
Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter', 'report subscription', 'dashboard refresh'. NOT for Einstein Analytics / CRM Analytics — separate skill needed for that.

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Saql Query Development · banibratachatterjee bundle
Use this skill when writing, debugging, or optimizing SAQL queries in CRM Analytics — covering pipeline syntax, aggregation, windowing functions (rank, dense_rank, moving_average), cogroup joins, rollup subtotals, piggyback queries, and REST API execution. NOT for SOQL, standard Salesforce reports, SQL databases, or any non-CRM Analytics query language.

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Sharing And Visibility · banibratachatterjee bundle
Use when designing, auditing, or troubleshooting Salesforce record access. Triggers: 'OWD', 'role hierarchy', 'sharing rule', 'manual sharing', 'why can't user see record', 'why can user see too much'. NOT for object or field permissions - use permission and FLS skills for that.

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Apex Queueable Patterns · banibratachatterjee bundle
Use when designing, implementing, reviewing, or debugging Queueable Apex jobs that chain, use the Finalizer interface, pass state across transactions, or need controlled async depth. Trigger keywords: 'Queueable', 'System.enqueueJob', 'Finalizer', 'QueueableContext', 'AsyncOptions', 'stack depth', 'chained queueable'. NOT for basic async Apex mechanism selection (use async-apex), NOT for large-volume record processing where Batch Apex is the right tool (use batch-apex-patterns).

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Cti Adapter Development · banibratachatterjee bundle
Use when building or debugging a browser-based CTI softphone adapter using the Salesforce Open CTI JavaScript API — covers callcenter.xml definition, Lightning utility item registration, core API methods (enableClickToDial, onClickToDial, screenPop, setSoftphonePanelHeight, saveLog), call logging as Task, and the lightning-click-to-dial LWC component. NOT for Service Cloud Voice Amazon Connect setup, Omni-Channel routing configuration, or CTI adapter AppExchange package selection.

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Fsc Financial Calculations · banibratachatterjee bundle
Use this skill when implementing custom financial calculation logic in Financial Services Cloud — including portfolio performance metrics (IRR, TWR), wealth rollup recalculation after bulk loads, custom Apex aggregation for objects outside native FSC rollup scope, and Data Processing Engine integration for large-scale writeback. NOT for standard declarative rollup summaries on supported out-of-the-box FSC objects, nor for configuring the FSC Rollup-by-Lookup admin UI itself.

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612 published skills · page 4 of 7