BanibrataChatterjee

@banibratachatterjee source repo

612 skills
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11 hours ago last updated

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Marketing Cloud Data Views · banibratachatterjee bundle
Use this skill when identifying, querying, or troubleshooting the built-in system data views in Salesforce Marketing Cloud (e.g., _Sent, _Open, _Click, _Bounce, _Subscribers, _Job). Trigger keywords: SFMC system data views, underscore data views, _Subscribers status, _Job metadata, data retention marketing cloud, data view schema, MC engagement reporting SQL. NOT for custom Data Extensions, NOT for Data Cloud (CDP) data streams, NOT for SOQL against Salesforce CRM sObjects, NOT for Query Activity SQL syntax in general (use marketing-cloud-sql-queries instead).

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Sf CLI And Sfdx Essentials · banibratachatterjee bundle
Use this skill when a developer needs to authenticate orgs with sf CLI, set up a Salesforce DX project, create scratch orgs, push or pull source between the local repo and a scratch org, deploy or retrieve metadata to sandboxes or production using package.xml manifests, or diagnose common sf CLI errors. Trigger keywords: sf CLI, sfdx, scratch org, source push, source pull, deploy, retrieve, package.xml, org login, sf project. NOT for full CI/CD pipeline design (use devops skills) or Metadata API SOAP programming (that is SOAP API work, not CLI).

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Industries Data Model · banibratachatterjee bundle
Reference guide for Salesforce Industries cloud data models: Insurance Cloud (InsurancePolicy hierarchy), Communications Cloud (Account record types, BillingAccount), Energy & Utilities (ServicePoint, ServiceContract), and Health Cloud (CarePlan, FHIR-aligned patient objects). NOT for standard Sales/Service Cloud data model or FSC retail banking model.

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Analytics Data Preparation · banibratachatterjee bundle
Use this skill when customizing CRM Analytics dataset field metadata via the XMD (Extended Metadata) REST API or augmenting CRM Analytics recipes with external non-Salesforce data: labeling fields, setting display formats, reclassifying measures vs dimensions, and applying org-level field annotations via main XMD PATCH. Trigger keywords: XMD field labels, CRM Analytics main XMD update, dataset field formatting wave, analytics external data augmentation, WaveXmd REST API. NOT for recipe node transformation logic, dataflow SOQL extraction, dataset row count management, or standard CRM data quality — those are covered by analytics-recipe-design, analytics-dataflow-development, and analytics-dataset-management.

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Constituent Data Migration · banibratachatterjee bundle
Use this skill when migrating constituent records (Contacts, Household Accounts, relationships, addresses, donations) into an NPSP org using the NPSP Data Importer. Triggers: importing contacts into NPSP, migrating nonprofit constituents, loading household data, bulk contact upload NPSP, constituent ETL. NOT for standard contact import, Nonprofit Cloud (NPC) migration, or generic Data Loader bulk loads.

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Data Model Design Patterns · banibratachatterjee bundle
Use when designing, reviewing, or troubleshooting Salesforce object relationships and field type choices — lookup vs master-detail, junction object modeling, indexing strategy, and data model anti-patterns. NOT for object creation steps (use object-creation-and-design). NOT for bulk data loading operations.

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External User Data Sharing · banibratachatterjee bundle
Configure record visibility for external users (Customer Community, Customer Community Plus, Partner Community) using External OWDs, Sharing Sets, and external sharing rules. Trigger keywords: sharing data with external users, portal user record visibility, Experience Cloud sharing model, sharing set configuration, external OWD setup, Customer Community data access, High-Volume Portal sharing. NOT for internal sharing model configuration. NOT for internal user roles and hierarchies. NOT for guest user profile hardening.

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Historical Order Migration · banibratachatterjee bundle
Use when loading historical CPQ orders, contracts, subscriptions, and assets into Salesforce CPQ so that future renewals and amendments work correctly — covering the CPQ Legacy Data Upload mechanism, strict object load sequencing, required field values, and pre/post-load configuration. NOT for opportunity migration (use opportunity-pipeline-migration). NOT for standard Salesforce Orders without CPQ. NOT for asset-based renewal model orgs. NOT for quoting net-new business.

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Fsc Deployment Patterns · banibratachatterjee bundle
Use when planning or executing metadata deployments for Financial Services Cloud (FSC) — including Person Account enablement sequencing, Account record-type ordering, Compliant Data Sharing (CDS) activation, Participant Role custom metadata, and namespace-aware packaging. Triggers: 'FSC deployment fails', 'Person Accounts must be enabled before deploying household record types', 'CDS share table not populating after deploy', 'namespace mismatch FinServ__ vs standard objects', 'IndustriesSettings metadata not taking effect'. NOT for general Salesforce metadata deployment patterns (use pre-deployment-checklist or metadata-api-coverage-gaps), NOT for FSC data model design decisions (use fsc-data-model), NOT for FSC architecture planning (use fsc-architecture-patterns).

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Sfdx Hardis Integration · banibratachatterjee bundle
Adopt sfdx-hardis for org monitoring, CI pipelines, and release automation. NOT for writing plugins to sfdx-hardis itself.

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Flow For Experience Cloud · banibratachatterjee bundle
Use when embedding or exposing Salesforce Flows in Experience Cloud, especially for guest or external users, `lightning-flow` usage, site runtime differences, and data-access safety. Triggers: 'flow in experience cloud', 'guest user flow', 'lightning-flow on community page', 'external user flow access', 'LWR flow limitations'. NOT for general Experience Cloud sharing architecture when Flow is not part of the problem.

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Lwc Base Component Recipes · banibratachatterjee bundle
Use this skill when building record forms or data tables with Salesforce standard base components: lightning-record-form, lightning-record-edit-form, lightning-record-view-form, and lightning-datatable. Covers component selection, attribute configuration, inline editing, row actions, and the decision matrix for choosing between form components. NOT for custom forms backed by Apex wire methods or @wire(getRecord) with fully manual field rendering (use lwc-forms-and-validation). NOT for LWC fundamentals such as data binding, event handling, or the component lifecycle (use lifecycle-hooks or wire-service-patterns).

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Dataraptor Patterns · banibratachatterjee bundle
Use when designing or reviewing OmniStudio DataRaptors, especially Extract versus Turbo Extract versus Transform versus Load, field mapping strategy, performance tradeoffs, and when to move work into Integration Procedures or Apex. Triggers: 'DataRaptor Extract', 'Turbo Extract', 'DataRaptor Load', 'DataRaptor Transform', 'OmniStudio data mapping'. NOT for overall OmniScript journey design or Integration Procedure sequencing when the main question is not the DataRaptor shape itself.

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App And Tab Configuration · banibratachatterjee bundle
Use this skill to create and configure Lightning apps in Salesforce Setup, add navigation items and tabs to apps, configure utility bar components, and control app visibility by profile or permission set. Trigger keywords: Lightning app, App Manager, custom tab, navigation bar, utility bar, app visibility. NOT for Experience Cloud site apps (use experience-cloud skills), NOT for configuring page layouts or record pages (use Lightning App Builder), NOT for permission set architecture (use permission-set-architecture).

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Custom Metadata In Apex · banibratachatterjee bundle
Use when Apex must read, interpret, or deploy Custom Metadata Type configuration, or when deciding between Custom Metadata Types, Custom Settings, and Custom Labels. Triggers: 'Custom Metadata Type', '__mdt', 'getInstance', 'Apex Metadata API', 'protected custom metadata'. NOT for setup-only administration with no Apex behavior, packaging, or deployment concern.

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Fsc Document Generation · banibratachatterjee bundle
Use this skill when designing or implementing FSC compliance document generation workflows — FINRA disclosure packets, account statements, consent records, and regulatory delivery confirmations using OmniStudio DocGen with FSC data models. Trigger keywords: OmniStudio DocGen FSC, disclosure document generation, account statement PDF, AuthorizationForm document, FINRA disclosure workflow, compliance document batch, DataRaptor document template, DocGen permission set license. NOT for general OmniStudio DocGen mechanics unrelated to FSC compliance, standard Salesforce document templates, or Document Builder (excluded from PCI scope).

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Multi Org Strategy · banibratachatterjee bundle
Use when deciding whether to use multiple Salesforce production orgs, designing a hub-and-spoke integration topology, reviewing an existing multi-org architecture for risk, or troubleshooting cross-org integration failures. Trigger phrases: 'should we have separate Salesforce orgs', 'how do we share data between two orgs', 'we acquired a company that uses Salesforce', 'our EU data must stay in Europe', 'cross-org integration keeps hitting API limits', 'Salesforce-to-Salesforce stopped working', 'how do we do SSO across multiple orgs'. NOT for sandbox strategy (use sandbox-strategy). NOT for individual integration callout implementation (use integration/ skills). NOT for Named Credential configuration in isolation (use integration/named-credentials-and-callouts).

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Analytics External Data · banibratachatterjee bundle
Use when bringing non-Salesforce data into CRM Analytics via the External Data API, Data Connectors, or Live Datasets. Trigger keywords: InsightsExternalData, External Data API, live dataset, remote connection, Snowflake connector, BigQuery connector, Tableau Bridge, external CSV upload, analytics connector. NOT for standard data import into Salesforce objects. NOT for Salesforce object sync via dataflow local connectors. NOT for standard ETL into Sales or Service Cloud.

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Commerce Analytics Data · banibratachatterjee bundle
Use when analyzing B2C Commerce storefront metrics (conversion funnel, cart abandonment, product performance, revenue trends) via the Business Manager Reports and Dashboards app, or when deriving B2B Commerce analytics via SOQL on core platform objects or the CRM Analytics B2B Commerce template. NOT for CRM Analytics platform configuration, Einstein Analytics, Experience Cloud analytics, or general Salesforce report builder usage.

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Commerce Inventory Data · banibratachatterjee bundle
Use when managing inventory data in Salesforce Omnichannel Inventory (OCI) — covers stock level APIs, warehouse location mapping, IMPEX bulk upload, inventory availability queries, reservation management, and reorder point design. NOT for Field Service Lightning inventory management, Salesforce standard Product object stock fields, or CPQ product configuration.

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Data Cloud Data Streams · banibratachatterjee bundle
Step-by-step guidance for configuring Data Cloud data streams: connecting source connectors, mapping Data Lake Objects (DLOs) to Data Model Objects (DMOs), enabling identity resolution rulesets, defining Calculated Insights, and activating unified profiles. Trigger keywords: data stream setup, DLO to DMO mapping, identity resolution ruleset, ingestion API, Calculated Insights SQL. NOT for CRM Analytics datasets, Tableau CRM dataflows, or general Salesforce reporting.

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Data Migration Planning · banibratachatterjee bundle
Use when planning, reviewing, or troubleshooting a Salesforce data migration — covering tool selection (Data Loader, Bulk API 2.0, MuleSoft, Informatica, Jitterbit), migration sequencing for parent-child objects, external ID strategy for upsert idempotency, validation rule bypass, trigger and flow suppression, rollback planning, and post-migration reconciliation. NOT for Data Loader step-by-step mechanics (use data-import-and-management). NOT for schema or data model design (use data-model-design-patterns). NOT for ongoing ETL pipeline architecture.

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Data Storage Management · banibratachatterjee bundle
Salesforce storage management: monitoring data storage vs file storage usage, diagnosing storage alerts, optimizing large text fields, choosing between Attachment and ContentDocument (Files), and planning storage reclamation. NOT for external storage integration (S3, MuleSoft file offload, Heroku Connect).

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Fsl Inventory Management · banibratachatterjee bundle
Configure and manage Field Service Lightning inventory: ProductItem (stock at locations), ProductTransfer (stock movement), ProductConsumed (parts used on work orders), ProductRequest/ProductRequestLineItem (replenishment ordering), and ProductItemTransaction (audit trail). NOT for CPQ product catalog management, OCI (Omnichannel Inventory), or B2B Commerce warehouse integration.

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Messaging And Chat Setup · banibratachatterjee bundle
Use this skill to configure Messaging for In-App and Web (MIAW) channels in Salesforce Service Cloud, including Messaging Channel setup, Embedded Service Deployments, CORS/CSP Trusted Sites, Omni-Channel routing via Queue or Flow, pre-chat fields, and Status-Based capacity models. NOT for Agentforce bot configuration, SMS/WhatsApp third-party channel setup, or legacy Live Agent (Snap-ins) implementations.

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Queues And Public Groups · banibratachatterjee bundle
Use this skill when creating or managing queues, configuring queue membership, setting up case or lead queues, creating public groups, or using groups in sharing rules and manual sharing. Trigger keywords: queue, public group, queue membership, queue email, group sharing, case queue, lead queue. NOT for assignment rules that route records to queues automatically (use assignment-rules). NOT for Omni-Channel routing configuration (separate routing engine).

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AI Model Integration Apex · banibratachatterjee bundle
Use when calling AI models from Apex code — including the aiplatform.ModelsAPI External Services wrapper, Einstein Platform Services (Vision and Language), response parsing, token lifecycle management, and caching strategies. Trigger keywords: aiplatform.ModelsAPI, createGenerations, createChatGenerations, createEmbeddings, Einstein Platform Services, Einstein Vision, Einstein Language, ModelsAPI callout, AI callout from Apex. NOT for Agentforce actions, Einstein Next Best Action, or Prompt Builder flows.

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Clinical Decision Support · banibratachatterjee bundle
Use this skill when implementing clinical decision support in Health Cloud: creating ClinicalAlert records via Apex or Flow, ingesting CareGap records from external clinical rules engines, displaying CDS alerts in FlexCard UIs, and integrating the Business Rules Engine for custom protocol checks. NOT for standard Flow automation unrelated to clinical decision support, or for clinical rules engine design outside of Salesforce.

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Fflib Enterprise Patterns · banibratachatterjee bundle
Use when adopting or working with the fflib (Apex Enterprise Patterns) open-source library — UnitOfWork, SObjectDomain, SObjectSelector, and Service layer classes — in a Salesforce Apex codebase. Triggers: 'fflib', 'UnitOfWork', 'SObjectDomain', 'enterprise patterns apex'. NOT for general Apex layering guidance without the fflib library (see apex-design-patterns) or for Apex Mocks setup in isolation.

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Fhir Integration Patterns · banibratachatterjee bundle
Use this skill when implementing FHIR R4 integration patterns for Health Cloud: FHIR resource mapping to Salesforce objects, REST API patterns for inbound/outbound FHIR, CDS Hooks via MuleSoft middleware, SMART on FHIR setup, and HL7 v2 to FHIR R4 conversion. NOT for generic REST API integration, standard Salesforce API patterns unrelated to FHIR, or Health Cloud admin setup.

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Fsc Compliant Sharing API · banibratachatterjee bundle
Programmatic record access management in Financial Services Cloud using Compliant Data Sharing (CDS): inserting AccountParticipant/OpportunityParticipant records, working with ParticipantRole and ParticipantGroup objects, verifying sharing coverage, and understanding CDS recalculation behavior. NOT for admin setup of CDS via IndustriesSettings metadata, declarative sharing rules, or standard Apex managed sharing on non-FSC objects.

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Lead Scoring Requirements · banibratachatterjee bundle
Use this skill when designing or documenting a lead scoring model in Salesforce Sales Cloud or Account Engagement: qualifying criteria, MQL/SQL threshold definitions, scoring dimensions (demographic, firmographic, behavioral), and sales handoff SLA. NOT for Einstein Lead Scoring (AI-based predictive scoring) or Account Engagement (Pardot) automation rule configuration.

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Recurring Donations Setup · banibratachatterjee bundle
Configure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and interpret the Upcoming Installments UI. NOT for legacy recurring donations (pre-March 2021 model), one-time Opportunity creation, or custom payment gateway integrations beyond native NPSP.

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Report Performance Tuning · banibratachatterjee bundle
Use when a report or dashboard is slow, timing out, hitting row limits, or consuming excessive system resources on large-volume objects — covers selective filter strategy, custom report type optimization, async report execution via Analytics API, dashboard refresh scheduling, and grouping/aggregation tuning. Triggers: 'report times out', 'report is slow', 'dashboard not refreshing', 'report row limit hit', 'too many report results'. NOT for CRM Analytics / Tableau CRM performance (separate skill). NOT for sharing-model or visibility issues causing missing rows (use admin/sharing-and-visibility). NOT for building or designing reports from scratch (use admin/reports-and-dashboards-fundamentals).

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Sales Engagement Cadences · banibratachatterjee bundle
Use when setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep assignment. Triggers: 'cadence builder', 'HVS cadence', 'work queue steps', 'sales engagement setup', 'sequence steps not appearing', 'cadence not sending email', 'Sales Engagement permission set'. NOT for Marketing Cloud campaigns, Marketing Cloud Account Engagement (Pardot) journeys, or custom Apex email services.

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Service Cloud Voice Setup · banibratachatterjee bundle
Use this skill when setting up Service Cloud Voice with Amazon Connect — provisioning the contact center, configuring phone numbers, enabling real-time transcription, and configuring After Conversation Work Time. NOT for CTI adapter development, Open CTI customization, or custom Amazon Connect Lambda development outside the guided wizard.

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Soft Credits And Matching · banibratachatterjee bundle
Use this skill when configuring or troubleshooting NPSP soft credits, partial soft credits, or matching gift workflows — including OpportunityContactRole-based credit attribution, npsp__Partial_Soft_Credit__c records, and the Find Matched Gifts process. NOT for gift entry staging flows, recurring donation setup, or non-NPSP Salesforce Fundraising (Gift object) credit configurations.

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Einstein Trust Layer · banibratachatterjee bundle
Use this skill when configuring, auditing, or troubleshooting Salesforce Einstein Trust Layer security controls for generative AI features including Agentforce, Einstein Copilot, and Prompt Builder. Trigger keywords: trust layer, data masking, zero data retention, ZDR, toxicity detection, AI audit trail, grounding controls, PII masking LLM, Einstein generative AI security. NOT for agent action development, LWC component authoring, or non-AI data governance (see data-quality-and-governance skill for that).

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Apex Performance Profiling · banibratachatterjee bundle
Use when diagnosing where Apex transactions spend CPU, heap, SOQL, or DML time using the Salesforce diagnostic toolchain: Apex Log Analyzer flame graphs in VS Code, Developer Console execution timeline, SOQL Query Plan tool, and Limits-class checkpoint instrumentation. Triggers: 'why is my Apex slow', 'flame graph Apex', 'profile Apex transaction', 'Query Plan tool', 'Apex Log Analyzer'. NOT for fixing specific CPU or heap patterns after the hotspot is found (use apex-cpu-and-heap-optimization), NOT for debug log setup or trace flag mechanics (use debug-logs-and-developer-console), and NOT for SOQL query rewriting (use soql-query-optimization).

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Common Apex Runtime Errors · banibratachatterjee bundle
Diagnosing and resolving common Apex runtime exceptions: NullPointerException, QueryException, DmlException, ListException, LimitException, TypeException. Use when debugging Apex runtime failures or writing defensive code. NOT for error handling framework design (use error-handling-framework). NOT for governor limit prevention strategies (use governor-limits). NOT for structuring try/catch blocks (use exception-handling).

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Flow Rollback Patterns · banibratachatterjee bundle
Use the Flow Rollback Records element to undo DML inside the current transaction. Covers when rollback is appropriate vs catastrophic, how to combine with fault paths, partial-commit pitfalls, and the interaction with publish-after-commit Platform Events. NOT for external-system rollback (use compensation patterns). NOT for Database.SavePoint in Apex (use apex-transaction-control).

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Commerce Lwc Components · banibratachatterjee bundle
Use this skill when building or customizing Lightning Web Components for B2B Commerce or D2C LWR storefronts — product display tiles, cart line-item components, checkout step components, wishlist buttons, and product comparison widgets that rely on Commerce Storefront wire adapters from the commerce namespace. NOT for standard LWC development outside a Commerce store context, not for Aura-based Community Builder components, and not for legacy B2B Commerce (CloudCraze) Aura widgets.

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Component Communication · banibratachatterjee bundle
Use when designing or reviewing how Lightning Web Components pass data and intent between parent, child, sibling, utility, or workspace contexts using `@api`, public methods, custom events, and Lightning Message Service. Triggers: 'LWC communication pattern', 'custom event not reaching parent', 'should I use LMS or @api', 'child component API'. NOT for data provisioning decisions, wire-service strategy, or page navigation when communication is not the main problem.

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Static Resources In Lwc · banibratachatterjee bundle
Use when packaging third-party JavaScript, CSS, or asset files into Salesforce static resources for Lightning Web Components, including `@salesforce/resourceUrl`, `loadScript`, `loadStyle`, zip pathing, versioning, and CSP-safe delivery. Triggers: 'static resource in lwc', 'loadScript not working', 'resourceUrl path in zip', 'third party library in salesforce'. NOT for npm-bundled code that should ship through the build pipeline or server-side integration assets.

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AI Use Case Assessment · banibratachatterjee bundle
Use this skill to identify, score, and prioritize Salesforce AI use cases before any implementation begins — covering opportunity identification, Impact-Effort matrix scoring, feasibility evaluation across Technical/Operational/Data/Risk dimensions, and ROI framing. NOT for implementation, enablement, feature configuration, or data architecture design.

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Analytics Data Manager · banibratachatterjee bundle
Use this skill when configuring Data Manager in CRM Analytics: enabling objects for sync, scheduling data sync runs, setting up remote connections to external databases, monitoring sync status and error logs, or troubleshooting connected object issues. Trigger keywords: data sync, connected objects, Data Manager, sync schedule, remote connection, Snowflake connector, sync error, incremental sync, CRM Analytics data pipeline. NOT for dataflow or recipe authoring, dataset row-level security, or dashboard/lens design — those belong to the analytics-dataset-management or analytics-dashboard-design skills.

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Billing Schedule Setup · banibratachatterjee bundle
Use this skill to configure Salesforce Billing billing schedules, invoice plans, billing policies, and billing treatments on activated Orders. Triggers: 'billing schedule not generating invoices', 'blng__BillingSchedule__c records missing after order activation', 'how to set up in-advance vs in-arrears billing', 'configure milestone billing in Salesforce Billing', 'invoice run not picking up order products', 'evergreen billing setup', 'billing treatment configuration'. NOT for CPQ quoting, not for standard revenue schedules (OpportunityLineItem revenue schedule splits), not for Salesforce Revenue Cloud (Revenue Lifecycle Management), not for native Salesforce subscription billing without the Salesforce Billing managed package.

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Cpq Approval Workflows · banibratachatterjee bundle
Use this skill when configuring or troubleshooting Salesforce CPQ Advanced Approvals: setting up SBAA__ApprovalRule__c, SBAA__ApprovalVariable__c for cross-line aggregation, SBAA__ApprovalChain__c for ordered approver sequences, escalation timeouts, Smart Approvals for re-quote skip logic, and permission set assignment for the Advanced Approvals managed package. Trigger keywords: CPQ Advanced Approvals, SBAA approval rule, approval variable, approval chain, discount approval, line-level approval, Smart Approvals, requote approval. NOT for standard Salesforce approval processes (use the approval-processes skill), CPQ pricing configuration (use cpq-pricing-rules), or quote template setup.

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Grant Management Setup · banibratachatterjee bundle
Use when configuring grant tracking in a Salesforce nonprofit org — covers both NPSP Outbound Funds Module (Opportunity-based, managed package path) and Nonprofit Cloud for Grantmaking (FundingAward, FundingDisbursement, FundingAwardRequirement objects, separate license). Trigger keywords: grant management, funding awards, disbursement tranches, grantmaking setup, OFM, FundingAward, FundingDisbursement, FundingAwardRequirement. NOT for standard Opportunity tracking or fundraising donor gifts.

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Analytics Kpi Definition · banibratachatterjee bundle
Use this skill to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built. Trigger keywords: KPI definition CRM Analytics, analytics metric design, analytics target attainment, CRM Analytics measures vs dimensions, analytics benchmark. NOT for building CRM Analytics dashboards or lenses (use analytics/dashboard-design), SOQL report KPI design, or Marketing Cloud analytics KPI work.

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B2b Commerce Store Setup · banibratachatterjee bundle
Use this skill to configure a Salesforce B2B Commerce storefront: creating the WebStore, linking BuyerGroups, assigning CommerceEntitlementPolicies, and granting buyer contacts transactional access. Trigger keywords: B2B Commerce, WebStore, BuyerGroup, entitlement policy, buyer account, storefront access. NOT for B2C Commerce (LWR storefronts using Individual/Person Account models), CPQ quote configuration, or Order Management fulfillment flows.

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B2c Commerce Store Setup · banibratachatterjee bundle
Use when configuring or troubleshooting a Salesforce B2C Commerce (SFCC) storefront — including Business Manager site creation, SFRA cartridge path setup, customer groups, search index rebuilding, and key quota limits. Trigger keywords: SFCC, Commerce Cloud, Business Manager, storefront, cartridge, SFRA, site preferences, replication. NOT for B2B Commerce on Lightning platform (WebStore, BuyerGroup, CommerceEntitlementPolicy — see admin/b2b-commerce-store-setup for that).

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Client Onboarding Design · banibratachatterjee bundle
Use this skill when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint, welcome journey, intake process design. NOT for Action Plan template configuration mechanics, OmniStudio component implementation, or Flow builder steps — use fsc-action-plans for template setup details.

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Commerce Product Catalog · banibratachatterjee bundle
Use when configuring or troubleshooting the B2B/B2C Commerce product catalog — ProductCatalog, ProductCategory, ProductCategoryProduct, WebStoreCatalog, CommerceEntitlementPolicy, product attributes, and product variants. Trigger keywords: product catalog, product category, commerce catalog, entitlement policy, product variants, product attributes, catalog visibility. NOT for CPQ product catalog (bundles, options, price rules) or for loading standard Product2/Pricebook2 data outside Commerce.

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Data Model Documentation · banibratachatterjee bundle
Use when a BA or admin needs to document the Salesforce data model: creating field inventories, object relationship maps, ER diagrams, or analyzing field usage across objects. Triggers: 'data dictionary', 'document our data model', 'object relationship map', 'field inventory', 'ER diagram for Salesforce'. NOT for designing the data model (use object-creation-and-design or architect skills) or for optimizing queries against the model (use soql-query-optimization).

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Data Storytelling Design · banibratachatterjee bundle
Use this skill when designing data stories and narrative-driven analytics experiences in Salesforce: structuring CRM Analytics dashboards for executive communication, using text widgets and conditional highlights for contextual annotation, building sequential narrative in Tableau Story sheets, or using Einstein Discovery narrative REST API endpoints for machine-generated insight text. Trigger keywords: data storytelling dashboard, executive analytics narrative, CRM Analytics text widget annotation, Tableau story sheet, smart data discovery narrative API. NOT for technical chart-type selection, SAQL query construction, recipe node configuration, or CRM Analytics field binding mechanics.

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Delegated Administration · banibratachatterjee bundle
Use when configuring delegated administration to allow non-system-admin users to manage specific user groups, reset passwords, assign permission sets, or administer custom objects. NOT for user management (use user-management) or full system admin setup.

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Einstein Discovery Setup · banibratachatterjee bundle
Use this skill when an admin needs to create an Einstein Discovery story in CRM Analytics Studio, configure prediction definitions, deploy writeback fields, set up what-if analysis, or manage model refresh and activation. Trigger keywords: Einstein Discovery story, prediction definition, writeback field, CRM Analytics Studio, model refresh, what-if analysis, bulk scoring, prediction field, 1OR prefix. NOT for Prediction Builder (Einstein Prediction Builder is a separate product requiring no CRM Analytics license). NOT for the developer API path (programmatic scoring via the Connect REST API — see einstein-discovery-development skill).

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Change Data Capture Admin · banibratachatterjee bundle
Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective. NOT for CDC Apex trigger implementation (use change-data-capture-integration).

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Commerce Catalog Strategy · banibratachatterjee bundle
Use this skill when designing a product catalog taxonomy, planning attribute strategy, or determining search and navigation structure for a B2B or B2C/D2C Commerce store. Triggers on: taxonomy design questions, attribute planning, search index strategy, category navigation structure, or merchandising hierarchy decisions. NOT for catalog configuration — object creation, WebStoreCatalog wiring, entitlement policies, or product assignment steps are covered by admin/commerce-product-catalog.

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Commerce Order Management · banibratachatterjee bundle
Use this skill for Salesforce Order Management (OMS) tasks: order lifecycle, OrderSummary creation and status, FulfillmentOrder creation and routing, returns, exchanges, cancellations, and platform event subscriptions. Trigger keywords: order management, OrderSummary, FulfillmentOrder, ReturnOrder, ensure-funds, ensure-refunds, submit-cancel, submit-return, adjust-item-submit. NOT for CPQ quote-to-order workflows, standard Salesforce Orders without OMS, or B2B/B2C storefront setup.

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Cpq Product Catalog Setup · banibratachatterjee bundle
Use this skill when setting up or modifying product bundles, product options, product rules, configuration attributes, and product features in Salesforce CPQ. Trigger keywords: CPQ product bundle, product rule, option constraint, feature configuration, dynamic bundle, filter rule, configuration attribute, bundle nesting. NOT for standard Salesforce Products & Pricebooks (use the products-and-pricebooks skill), CPQ pricing rules or discount schedules, or quote template/document configuration.

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Dynamic Forms And Actions · banibratachatterjee bundle
Use this skill to configure Dynamic Forms (field and section visibility on Lightning record pages) and Dynamic Actions (button/action visibility rules) using Lightning App Builder. Covers enabling Dynamic Forms, converting page layout fields to Dynamic Form components, writing field visibility rules (field value, profile, permission, record type, device), and controlling action bar visibility per record context. NOT for page layout design or record type assignment (use record-types-and-page-layouts). NOT for building custom LWC components.

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Einstein Analytics Basics · banibratachatterjee bundle
Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau should be used for analytics, or when reviewing and troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for standard report builder questions unless the decision is whether reports are still enough.

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Fsl Work Order Management · banibratachatterjee bundle
Configure and manage Field Service Lightning work orders: work types, work order line items, service appointments, status flow, and auto-creation via maintenance plans. NOT for case management, resource scheduling optimization, or dispatcher console configuration.

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Gift Entry And Processing · banibratachatterjee bundle
Configure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows. NOT for standard opportunity creation or direct GiftTransaction DML outside the Gift Entry framework.

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Industries Process Design · banibratachatterjee bundle
Use when designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management decomposition, and utility service request workflows. Trigger keywords: FNOL process design, claims OmniScript customization, Industries order decomposition workflow, utility service order design, insurance claim lifecycle stages, telecom commercial-to-technical order flow. NOT for generic Screen Flow process design, standard Service Cloud Case workflows, OmniStudio runtime setup, EPC service catalog configuration, or initial cloud org activation.

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Flow Error Monitoring · banibratachatterjee bundle
Set up monitoring + alerting for Flow runtime errors at org scale: routing fault emails, Flow runtime error reports, custom centralized logging (Integration_Log__c), escalation thresholds, and trend detection. NOT for diagnosing a specific flow error (use flow-runtime-error-diagnosis). NOT for debug-mode setup (use flow-debugging).

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Lwc Dynamic Components · banibratachatterjee bundle
Dynamic LWC component creation using the `lwc:component` directive, lazy-loaded dynamic imports (`import()`), and runtime component resolution for conditional rendering at scale. Triggers: 'render different components based on record type', 'dynamically load lwc at runtime', 'lwc:component lwc:is constructor', 'lazy load component only when needed', 'dynamic import lwc'. NOT for static component composition or `lwc:if` conditional rendering when the component set is fixed at build time (use lwc-conditional-rendering).

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Lwc Offline And Mobile · banibratachatterjee bundle
Use when designing or reviewing Lightning Web Components for the Salesforce mobile app, mobile device capabilities, or offline-aware behavior. Triggers: 'lightning/mobileCapabilities', 'mobile lwc', 'offline lwc', 'supported mobile app only', 'barcode scanner availability'. NOT for Mobile SDK or fully native app architecture unless the decision is whether LWC in the Salesforce mobile app is sufficient.

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Navigation And Routing · banibratachatterjee bundle
Use when implementing or reviewing Lightning Web Component navigation with `NavigationMixin`, PageReference objects, URL state, and `CurrentPageReference` across Lightning Experience, mobile, and Experience Cloud. Triggers: 'navigate to record page from LWC', 'PageReference state not working', 'should I use window.location', 'Experience Cloud navigation issue'. NOT for component-to-component messaging or data-loading strategy when navigation is only a side effect.

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Gdpr Data Privacy · banibratachatterjee bundle
Use this skill when implementing GDPR or CCPA data privacy controls in Salesforce: Individual sObject linkage, consent tracking, Right to Be Forgotten (RTBF) requests, data subject request handling, and Privacy Center configuration. Trigger keywords: GDPR, data privacy, consent management, right to erasure, Individual object, ContactPointConsent, ShouldForget, data subject request, Privacy Center, data portability. NOT for general data quality cleanup, duplicate management, field-level encryption (see platform-encryption skill), or sandbox data masking (see sandbox-data-masking skill).

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Case Management Setup · banibratachatterjee bundle
Configuring Salesforce case management: case queues, assignment rules, escalation rules, auto-response rules, Email-to-Case, Web-to-Case, case teams, entitlements, and milestones. Use when setting up or troubleshooting the Service Cloud case handling layer. Trigger keywords: email-to-case, web-to-case, escalation rules, case teams, entitlements, milestones, auto-response, case queue. NOT for case assignment rule logic only (use assignment-rules skill). NOT for Omni-Channel routing (use omni-channel-routing-setup). NOT for CTI or telephony integration.

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Flexcard Requirements · banibratachatterjee bundle
Use this skill to gather, document, and validate FlexCard layout requirements before development begins — covering data visualization needs, action requirements, embedded component specifications, and user context mapping. Trigger keywords: FlexCard requirements, FlexCard BA, FlexCard layout design, FlexCard data sources, FlexCard actions. NOT for FlexCard development implementation, Card Designer configuration, or standard Lightning component requirements.

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Fsl Capacity Planning · banibratachatterjee bundle
Use this skill to configure and manage Field Service Lightning workforce capacity — covering ServiceResourceCapacity for individual resource caps, WorkCapacityLimit for territory-level demand throttling, and reporting strategies for capacity vs. utilization analysis. NOT for Omni-Channel capacity, NOT for FSL scheduling policy rule configuration, and NOT for FSL resource skill or preference setup (see fsl-resource-management).

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Health Cloud Timeline · banibratachatterjee bundle
Configure the Industries Enhanced Timeline in Health Cloud to display clinical events, custom object records, and activity history on a patient or member record. Trigger keywords: Enhanced Timeline, TimelineObjectDefinition, Industries Timeline, timeline categories, clinical event display, timeline configuration. NOT for standard Activity Timeline (task/event list), NOT for Experience Cloud timelines, NOT for legacy Health Cloud managed-package Timeline component unless migrating away from it.

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Scratch Org Management · banibratachatterjee bundle
Use this skill when designing, configuring, or troubleshooting scratch orgs: definition file structure, edition selection, allocation limits, Org Shape, CI automation via ScratchOrgInfo, and lifecycle management from the Dev Hub. NOT for SFDX CLI basics (use sf-cli-and-sfdx-essentials), sandbox management, or production org administration.

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Sfdx Monorepo Patterns · banibratachatterjee bundle
Structure a single repo with multiple unlocked packages, shared templates, and cross-package test strategies. NOT for multi-repo org strategies.

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Flow And Platform Events · banibratachatterjee bundle
Publish and subscribe to Platform Events from Flow for async decoupling, high-volume triggers, and cross-org signaling. NOT for regular DML-triggered flows.

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Flow Interview Debugging · banibratachatterjee bundle
Diagnose Flow failures using the Debug Log, Flow Error emails, and the Debug panel; instrument flows so production issues are triageable. NOT for Apex debugging.

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Subflows And Reusability · banibratachatterjee bundle
Use when extracting reusable Flow logic into subflows, defining input and output variables, keeping parent flows maintainable, and sharing common automation contracts across multiple flows. Triggers: 'reuse this flow logic', 'how should subflow variables work', 'too much duplicated flow logic', 'subflow contract design'. NOT for Apex-called Flow execution direction or Flow Orchestration process design.

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Soap API Patterns · banibratachatterjee bundle
Use when designing, implementing, or reviewing Salesforce SOAP API integrations — covering enterprise vs partner WSDL selection, login() and session management, core operations (query/create/update/upsert/delete), and Metadata API SOAP usage. Trigger keywords: 'enterprise WSDL', 'partner WSDL', 'login() call', 'sessionId', 'SOAP API', 'WSC', 'force-wsc', 'Ant Migration Tool', '.NET SOAP integration'. NOT for REST API, Bulk API 2.0, or GraphQL API.

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Headless Experience Cloud · banibratachatterjee bundle
Use when building custom frontends (React, Vue, mobile, static sites) that consume Salesforce CMS content via the Connect REST API headless delivery endpoint. Triggers: 'headless Salesforce CMS', 'deliver CMS content to external frontend', 'React app Salesforce content API', 'custom frontend Experience Cloud data', 'CMS delivery channel API'. NOT for standard Experience Builder site development. NOT for CMS Connect (3rd-party CMS federation into Experience Builder). NOT for Experience Cloud LWC components rendered inside a site.

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Sandbox Data Masking · banibratachatterjee bundle
Use this skill when configuring or reviewing Salesforce Data Mask to protect PII/PHI in partial or full copy sandboxes after a refresh. Trigger keywords: data mask, sandbox masking, PII in sandbox, GDPR sandbox, HIPAA non-production, mask contacts, obfuscate fields non-production. NOT for sandbox refresh mechanics (use sandbox-refresh-and-templates), NOT for production data anonymization, NOT for Shield Platform Encryption at rest.

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Analytics Dashboard JSON · banibratachatterjee bundle
Use this skill when editing CRM Analytics dashboard JSON directly to implement advanced bindings, custom SAQL/SOQL step queries, layout changes, step parameters, or cross-widget interactions. Trigger keywords: dashboard JSON, SAQL step, binding syntax, mustache binding, dashboard REST API, widget layout, step limit, datasetId, datasetVersionId. NOT for standard dashboard builder UI configuration, chart type selection, or dataset design.

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Hipaa Workflow Design · banibratachatterjee bundle
Use this skill when designing HIPAA-compliant workflow requirements for Health Cloud: minimum necessary access design, audit trail requirements mapping, access control patterns, and BAA dependency identification. NOT for security implementation (Shield Platform Encryption configuration, event monitoring setup) — this skill covers workflow requirements design, not technical security build steps.

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Npsp Engagement Plans · banibratachatterjee bundle
Use this skill when configuring, applying, or troubleshooting NPSP Engagement Plans — the framework that automatically generates standard Salesforce Task records on a timed schedule to guide donor stewardship and constituent outreach. Trigger keywords: engagement plan, donor stewardship tasks, NPSP task automation, engagement template, major donor follow-up. NOT for marketing automation, email campaigns, or Flow-based automation.

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Quote To Cash Process · banibratachatterjee bundle
Use when designing, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object chain from SBQQ__Quote__c through Contract to blng__Invoice__c, approval routing via Advanced Approvals (sbaa__), billing schedule generation, and order activation. Trigger keywords: CPQ quote, SBQQ, revenue cloud billing, Advanced Approvals, subscription, blng invoice, contract pivot. NOT for standard Sales Cloud quote-to-cash or implementation of individual CPQ pricing rules, discount schedules, or guided selling configuration — use the quote-to-cash-requirements skill for standard objects.

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Sales Process Mapping · banibratachatterjee bundle
Eliciting, documenting, and structuring a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules. Use when a business needs to analyse or formalise its sales methodology before any Salesforce configuration begins. Trigger keywords: sales process design, stage discovery, entry criteria, exit criteria, stage gate, win/loss categorisation, sales methodology, pipeline stages, opportunity stage mapping. NOT for configuring OpportunityStage picklist values, Sales Processes, or record types in Setup (use opportunity-management skill). NOT for Path configuration. NOT for Collaborative Forecasts or quota alignment.

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Apex Mocking And Stubs · banibratachatterjee bundle
Use when choosing or implementing Apex test doubles with `Test.setMock`, `HttpCalloutMock`, `StaticResourceCalloutMock`, or `StubProvider`, and when designing code seams to support those doubles cleanly. Triggers: 'StubProvider', 'Test.createStub', 'HttpCalloutMock', 'StaticResourceCalloutMock', 'mocking infrastructure'. NOT for general Apex test design outside the mocking and seam problem.

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Products And Pricebooks · banibratachatterjee bundle
Use when configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction records, enabling multi-currency pricing, configuring Product Schedules (Revenue and Quantity), or troubleshooting incorrect prices on Opportunity line items and Quotes. Triggers: 'add product to pricebook', 'pricebook entry', 'standard pricebook', 'product catalog', 'multi-currency product pricing', 'product schedule', 'revenue schedule', 'quantity schedule', 'deactivate product'. NOT for CPQ (Salesforce Revenue Cloud / SBQQ) product configuration, CPQ pricing rules, or CPQ bundle setup. NOT for Quote template layout or PDF generation.

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Agent Topic Design · banibratachatterjee bundle
Use when designing or reviewing Agentforce topic structure, including topic boundaries, instruction quality, handoff rules, out-of-scope behavior, and topic-selector strategy. Triggers: 'agent topics', 'topic design', 'topic selector', 'agent scope boundary', 'handoff conditions'. NOT for action contract design or prompt-template wording when the main problem is not topic scoping.

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Billing Integration Apex · banibratachatterjee bundle
Use when programmatically generating invoices, integrating payment gateways, automating credit notes, or calling Salesforce Billing Apex APIs (blng.InvoiceAPI, blng.TransactionAPI) from custom Apex code. Trigger keywords: billing apex, blng.InvoiceAPI, blng.TransactionAPI, payment gateway adapter, invoice generation apex, credit note apex, programmatic invoice. NOT for admin billing setup, billing rule configuration, billing policy UI, or Invoice Run scheduling.

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Change Data Capture Apex · banibratachatterjee bundle
Use this skill when writing or reviewing Apex change event triggers: trigger syntax on ChangeEvent objects, reading ChangeEventHeader fields (changeType, changedFields, recordIds, commitUser), handling CREATE/UPDATE/DELETE/UNDELETE and GAP events in Apex, and configuring entity tracking. NOT for platform events published by application code (use apex/platform-events-apex). NOT for external CDC subscribers via CometD or Pub/Sub API (use integration/change-data-capture-integration).

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Error Handling Framework · banibratachatterjee bundle
Use when designing or implementing a cross-cutting Apex error handling framework: custom exception hierarchies, rollback-safe logging via Platform Events, BatchApexErrorEvent processing, correlation ID threading, or a unified catch/log/rethrow utility class. Trigger keywords: 'error framework', 'centralized logging', 'rollback-safe log', 'BatchApexErrorEvent', 'correlation ID async', 'AuraHandledException boundary', 'Error_Log__c design'. NOT for individual try/catch block syntax help, basic DmlException handling, or choosing between synchronous and asynchronous execution models.

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Npsp API And Integration · banibratachatterjee bundle
NPSP programmatic integration patterns: BDI gift processing API for bulk gift ingestion, ERD Schedules and Installments API for recurring donation data, and wealth screening integration via AppExchange managed packages. NOT for standard Salesforce REST/BULK API, NPSP PMM integration, or Nonprofit Cloud (NPC) native API patterns.

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Community Analytics Data · banibratachatterjee bundle
Use when analyzing Experience Cloud site analytics including login metrics, member engagement, page view tracking, and content performance. Triggers: Experience Cloud site analytics, community member engagement data, portal login tracking, page view reports community, GA4 Experience Cloud integration. NOT for CRM Analytics or Tableau CRM. NOT for internal Salesforce reporting on standard CRM objects.

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Data Archival Strategies · banibratachatterjee bundle
Use when planning how to archive aging Salesforce records to reduce storage costs, maintain query performance, and meet retention policies. Covers Big Object archival, external storage via Heroku or S3, field history truncation, recycle bin behavior, and soft-delete patterns. Triggers: storage limit reached, archive old records, Big Objects, field history too large, recycle bin overflow, data retention policy. NOT for migrating data to a new org (use data-migration-planning) or cleaning up duplicate records (use duplicate-management).

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Etl Vs API Data Patterns · banibratachatterjee bundle
Use this skill when selecting between ETL/ELT tools and API-based integration for ongoing data pipelines between Salesforce and external systems: Informatica Cloud, MuleSoft Batch, Jitterbit, and direct Bulk API patterns. Trigger keywords: ETL vs API integration choice, Informatica vs MuleSoft data pipeline, should I use ETL or API for Salesforce, bulk data pipeline architecture, ongoing data sync tool selection. NOT for one-time data migration tool selection (use data-migration-planning), Data Loader usage, or real-time event-driven integration (use event-driven-architecture-patterns).

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Case Trigger Patterns · banibratachatterjee bundle
Use when writing Apex triggers on the Case object — specifically for invoking assignment rules programmatically, auto-associating entitlements in a trigger, handling merge trigger behavior on losing records, or understanding why milestone completion does not fire automatically when a case closes. Trigger keywords: 'case trigger', 'case assignment rule apex', 'entitlement auto-association trigger', 'case merge trigger', 'MasterRecordId case', 'Database.DmlOptions AssignmentRuleHeader', 'milestone not completing on case close'. NOT for generic trigger framework architecture — use apex/trigger-framework for that. NOT for configuring assignment rules in Setup — use admin/assignment-rules. NOT for SLA configuration or entitlement process design — use admin/entitlements-and-milestones.

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612 published skills · page 5 of 7