BanibrataChatterjee

@banibratachatterjee source repo

612 skills
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11 hours ago last updated

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Continuation Callouts · banibratachatterjee bundle
Use when making long-running HTTP callouts from Visualforce or LWC that exceed the synchronous callout timeout limit, using the Apex Continuation class for async callout execution. NOT for synchronous callouts (use callouts-and-http-integrations) or queueable async patterns.

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Headless Commerce API · banibratachatterjee bundle
Use this skill when building custom headless storefronts that call Salesforce Commerce API (SCAPI) — including Shopper API authentication with SLAS OAuth2 JWT tokens, integrating Commerce SDK React hooks, wiring Shopper Basket/Checkout APIs, and handling SCAPI-specific load-shedding and caching behavior. NOT for standard LWR storefront configuration, declarative Experience Builder layouts, legacy OCAPI integrations, or architecture-level headless decisions — use admin/headless-commerce-architecture for pattern selection.

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Clinical Data Quality · banibratachatterjee bundle
Use this skill when configuring duplicate detection for Health Cloud patient records, managing Person Account merges in a clinical org, or designing pre-merge clinical record reassignment strategies. Trigger keywords: patient deduplication, MPI, duplicate patients, merge person accounts Health Cloud, clinical record orphan, EpisodeOfCare orphan, PatientMedication orphan. NOT for generic Salesforce data quality or standard deduplication outside Health Cloud.

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Custom Index Requests · banibratachatterjee bundle
Use when standard Salesforce indexes are insufficient for query performance on high-volume objects: requesting custom indexes via Salesforce Support for standard fields, deploying custom field indexes via Metadata API, requesting skinny tables, or designing two-column composite indexes. NOT for SOQL query optimization techniques (use data/soql-query-optimization) or general large data volume design (use architect skills).

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Data Extension Design · banibratachatterjee bundle
Use this skill when designing, creating, or troubleshooting Marketing Cloud Data Extensions — including sendable vs. non-sendable DE selection, primary key composition, data retention configuration, Send Relationship mapping, and performance indexing. Trigger keywords: data extension, sendable DE, send relationship, DE primary key, data retention, Marketing Cloud data model, DE columns, subscriber key mapping. NOT for CRM (Sales/Service Cloud) custom object design, Marketing Cloud Connect object sync configuration, or Contact Builder attribute group architecture beyond simple relationship type selection.

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Data Loader And Tools · banibratachatterjee bundle
Use this skill when selecting or configuring Salesforce data load tools: Data Loader, Data Import Wizard, Workbench, Salesforce Inspector, or Salesforce CLI for import/export. Trigger keywords: data loader configuration, import wizard, bulk data load, workbench SOQL, salesforce inspector, data export, csv import salesforce, data migration tool selection. NOT for Bulk API development — use the integration or apex skills for Bulk API coding.

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Service Data Archival · banibratachatterjee bundle
Use this skill when Service Cloud orgs are consuming excessive data or file storage due to Case-related records, or when compliance requirements demand structured retention and deletion of case history. Trigger keywords: EmailMessage bloat, Email-to-Case storage, ContentDocument archival, case attachment cleanup, compliance retention policy, service storage optimization. NOT for generic data archival across non-Service objects — use data-archival-strategies instead. NOT for CPQ, Sales Cloud, or FSL record archival. NOT for purging custom object data unrelated to Cases.

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Pr Policy Templates · banibratachatterjee bundle
Enforce change quality via PR templates, required reviews, metadata ownership, and automated checks. NOT for branching model selection.

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Fsl Reporting Data Model · banibratachatterjee bundle
Use this skill when building Salesforce reports and dashboards on FSL operational data: job completion metrics, travel time analytics, first-time fix rate, utilization, and service performance. Trigger keywords: FSL reporting, ServiceAppointment reports, ActualDuration ActualTravelTime, first-time fix rate custom field, FSL utilization metrics. NOT for CRM Analytics / Field Service Intelligence (Einstein Analytics), ServiceReport PDF generation, or non-FSL service reporting.

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Fsl Territory Data Setup · banibratachatterjee bundle
Use this skill when bulk loading Service Territory data: boundary polygons, ServiceTerritoryMember assignments, OperatingHours, TimeSlots, and territory hierarchy setup. Trigger keywords: service territory bulk load, KML polygon import FSL, ServiceTerritoryMember migration, OperatingHours data setup, PolygonUtils Apex. NOT for Enterprise Territory Management (ETM/Account Territories), admin-level territory configuration UI, or scheduling policy setup.

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Fsl Work Order Migration · banibratachatterjee bundle
Use this skill when migrating Work Order, Work Order Line Item, Service Appointment, AssignedResource, and ProductConsumed data into a Salesforce Field Service org. Trigger keywords: FSL data migration, WorkOrder import, ServiceAppointment migration, AssignedResource load, ProductConsumed migration, work order history data load. NOT for Case data migration, standard Account/Contact migration without FSL objects, or configuring FSL after a migration.

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Knowledge Article Import · banibratachatterjee bundle
Use this skill when bulk-importing Knowledge articles into Salesforce from an external source using the ZIP-based import mechanism. Trigger keywords: knowledge import, article import, migrate help center, bulk upload articles, CSV article import, knowledge base migration. NOT for Knowledge admin setup (article types, data categories, permission sets), ongoing article management, or translation workflows once articles are live.

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Revenue Cloud Data Model · banibratachatterjee bundle
Use this skill when querying, integrating with, or troubleshooting the native Salesforce Revenue Cloud (RLM) data model — including BillingSchedule, BillingScheduleGroup, Invoice, InvoiceLine, Payment, PaymentLineInvoice, and FinanceTransaction standard objects and their relationships. Triggers on: Revenue Cloud object relationships, BillingSchedule data model, native Revenue Cloud SOQL, FinanceTransaction object, Invoice object Revenue Cloud, PaymentLineInvoice relationship. NOT for the legacy Salesforce Billing managed package data model (blng__BillingSchedule__c, blng__Invoice__c — use billing-data-reconciliation skill for that), not for CPQ data model (SBQQ__* objects).

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Territory Data Alignment · banibratachatterjee bundle
Use this skill when querying, migrating, auditing, or maintaining account-to-territory and user-to-territory data in a Salesforce Enterprise Territory Management (ETM) org. Covers ObjectTerritory2Association DML via API, UserTerritory2Association data, Territory2ModelHistory audit queries, the Track Territory Assignment History feature (GA Spring '25), coverage analysis SOQL with AssociationCause filter, and data migration of territory associations between models. Trigger keywords: ObjectTerritory2Association, UserTerritory2Association, territory assignment data, territory coverage analysis, territory association bulk load, ETM data migration, track territory assignment history. NOT for ETM configuration or territory model setup — use territory-design-requirements for that. NOT for territory rule creation or activation — those are admin concerns.

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API Version Management · banibratachatterjee bundle
Use this skill when auditing, upgrading, or standardizing Salesforce API versions across metadata components, sfdx-project.json sourceApiVersion, Apex classes, LWC bundles, Aura bundles, and integration endpoints. Covers version drift detection, retirement risk analysis, and upgrade planning. NOT for REST/SOAP API design patterns (use rest-api-patterns or soap-api-patterns), OAuth configuration (use oauth-flows-and-connected-apps), or Metadata API deployment mechanics (use change-set-deployment or unlocked-package-development).

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Devops Center Advanced · banibratachatterjee bundle
Use DevOps Center for work item tracking, org-based release pipelines, and merging into existing SFDX workflows. NOT for first-time setup.

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Devops Center Pipeline · banibratachatterjee bundle
Use when setting up, managing, or troubleshooting a Salesforce DevOps Center pipeline — including pipeline stages, work items, bundles, promotions, conflict resolution, and GitHub connectivity. Trigger keywords: DevOps Center, work item, pipeline stage, promote changes, bundle, release management. NOT for CLI-based deployment workflows, SFDX commands, unlocked packages, or change sets — those have separate skills.

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Aura To Lwc Migration · banibratachatterjee bundle
Migrating Aura components to LWC: feature mapping, interoperability wrappers, event translation, navigation patterns, and Aura-LWC coexistence strategies. NOT for new LWC development from scratch or Aura feature development.

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Knowledge Article Lwc · banibratachatterjee bundle
Use this skill when building Lightning Web Components that query, display, or accept feedback on Salesforce Knowledge articles — covering Knowledge__kav SOQL/SOSL retrieval via Apex, caching strategy, and Experience Cloud guest access. NOT for Knowledge admin setup (article types, data categories, channels), Einstein Article Recommendations configuration, or Flow-based article surfacing.

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Lwc Modal And Overlay · banibratachatterjee bundle
Use when choosing or reviewing overlay patterns in Lightning Web Components, especially `LightningModal`, confirmation dialogs, toasts, focus handling, and overlay dismissal behavior. Triggers: 'lightning modal in lwc', 'toast or modal decision', 'focus trap in modal', 'overlay close result'. NOT for full Flow screen UX design or record-edit processes that should stay on-page.

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Wire Service Patterns · banibratachatterjee bundle
Use when designing or reviewing Lightning Web Components that use `@wire`, Lightning Data Service, UI API, or the GraphQL wire adapter, especially for reactive parameters, cache behavior, and refresh strategy. Triggers: 'wire service', 'refreshApex', 'reactive parameter', 'getRecord', 'wire vs imperative Apex'. NOT for component communication or generic lifecycle issues when data provisioning is not the main concern.

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Duplicate Management · banibratachatterjee bundle
Use when designing, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance. Triggers: 'duplicate rule', 'matching rule', 'merge strategy', 'dedupe', 'survivorship', 'D&B', 'same contact twice'. NOT for choosing data-load tooling unless duplicate control is the main problem.

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Fsl Mobile App Setup · banibratachatterjee bundle
Use this skill when configuring, extending, or troubleshooting the Salesforce Field Service (FSL) Mobile app for field technicians — including offline priming strategy, app extensions, deep linking, and custom branding. Trigger keywords: FSL mobile, Field Service mobile app, offline priming, mobile extension toolkit, app extensions for field service. NOT for standard Salesforce Mobile app configuration, Lightning App Builder layouts for desktop, or Field Service Lightning dispatcher console setup.

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Pricing Model Design · banibratachatterjee bundle
Use this skill when selecting or designing the correct Salesforce CPQ pricing model for a product or product line — choosing among the four native Pricing Methods (List, Cost Plus Markup, Block, Percent of Total), deciding between Range and Slab Discount Schedule types, and mapping business pricing requirements to the correct CPQ mechanism before any configuration begins. Trigger keywords: CPQ pricing method, SBQQ__PricingMethod__c, Cost Plus Markup, Block Pricing design, Percent of Total design, discount schedule type, Range vs Slab discount, pricing model strategy, which CPQ pricing mechanism to use. NOT for CPQ implementation of Price Rule objects (use cpq-pricing-rules), NOT for standard Salesforce pricing without CPQ (use products-and-pricebooks), NOT for CPQ product catalog or bundle setup.

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User Access Policies · banibratachatterjee bundle
Configuring User Access Policies (UAP) to automatically assign or revoke permission sets and permission set groups based on user attributes. Use when automating permission provisioning on user create/update without Apex triggers. Covers policy configuration, filter criteria, evaluation order, and PSL assignment. NOT for permission set design (use permission-set-architecture). NOT for delegated user management (use delegated-administration).

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Ampscript Development · banibratachatterjee bundle
Use this skill when writing, debugging, or reviewing AMPscript in Marketing Cloud email bodies, subject lines, preheaders, SMS, push notifications, or Cloud Pages — including Lookup/LookupRows data retrieval, IF/ELSEIF conditional blocks, FOR loops over rowsets, and inline personalization. NOT for Server-Side JavaScript (SSJS), REST API calls from content, SQL Query Activities, or Journey Builder configuration.

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Npsp Custom Rollups · banibratachatterjee bundle
Use this skill when configuring, troubleshooting, or extending NPSP Customizable Rollups (CRLP) — including rollup definitions, filter groups, batch job modes, and the one-way migration from legacy NPSP rollups. Trigger keywords: CRLP, customizable rollups, rollup definition, filter group, rollup batch job, NPSP gift totals, NPSP recalculate rollups. NOT for standard Salesforce roll-up summary fields, Nonprofit Cloud (NPC) native aggregation, or Rollup Helper third-party solutions.

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Gift History Import · banibratachatterjee bundle
Use when migrating donation or gift history into Salesforce NPSP using the NPSP Data Importer (BDI) — covers DataImport__c staging, payment mapping, soft credit creation via Opportunity Contact Roles, GAU allocation, and campaign attribution. NOT for standard Opportunity import via Data Loader, NPC gift records, or recurring donation setup.

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Scratch Org Pools · banibratachatterjee bundle
Use this skill when configuring pre-created scratch org pools for parallel CI testing, reducing pipeline wait times by claiming pre-warmed orgs instead of provisioning on demand. Covers CumulusCI pool commands, Dev Hub allocation planning for pools, pool sizing strategies, and CI matrix integration. NOT for basic scratch org lifecycle (use scratch-org-management), scratch org definition files (use org-shape-and-scratch-definition), or test data seeding (use data-seeding-for-testing).

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Orchestration Flows · banibratachatterjee bundle
Use when designing or reviewing Flow Orchestration for long-running, multi-user, or asynchronous business processes with stages, steps, work items, and monitoring needs. Triggers: 'flow orchestration', 'work item', 'stages and steps', 'multi-user process', 'long-running flow'. NOT for simple single-transaction record-triggered flows or lightweight approval routing that does not need orchestration.

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File Upload Patterns · banibratachatterjee bundle
Upload files in LWC: lightning-file-upload, manual multipart, large-file chunked upload, and ContentDocument associations. NOT for ContentDocument query patterns.

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Lwc Error Boundaries · banibratachatterjee bundle
Isolate component errors so one failure does not blank an entire page using errorCallback and graceful fallbacks. NOT for server-side Apex exception design.

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Lwc State Management · banibratachatterjee bundle
Share state across LWCs using pub/sub, Lightning Message Service, @wire, and reactive stores. NOT for in-component reactivity.

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Lwr Site Development · banibratachatterjee bundle
Use this skill when building or customizing sites on the Lightning Web Runtime (LWR) in Experience Cloud — including component authoring, custom theming with --dxp hooks, layout components, and publish lifecycle management. Trigger keywords: build LWR site Experience Cloud, Lightning Web Runtime custom theme, LWR component development community, Build Your Own LWR template, Microsite LWR, lightningCommunity__Theme_Layout, --dxp styling hooks. NOT for Aura-based communities (Build Your Own Aura template). NOT for standard Experience Builder drag-and-drop configuration without code.

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Cpq API And Automation · banibratachatterjee bundle
Use when programmatically driving Salesforce CPQ operations from Apex or REST — creating quotes, adding products, calculating pricing, saving quotes, amending contracts, or renewing contracts through the SBQQ.ServiceRouter API. Trigger keywords: CPQ API, SBQQ.ServiceRouter, QuoteCalculator, QuoteReader, QuoteSaver, QuoteProductAdder, ProductLoader, ContractAmender, ContractRenewer, programmatic quote, calculate callback, CPQ REST API. NOT for standard REST API or Salesforce Connect. NOT for declarative CPQ configuration such as price rules, discount schedules, or product rules. NOT for CPQ plugin interfaces (QuoteCalculatorPlugin, OrderPlugin).

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Entitlement Apex Hooks · banibratachatterjee bundle
Use this skill when writing Apex triggers or classes that interact with CaseMilestone records — completing milestones, detecting violations, or reacting to SLA state changes. Trigger keywords: CaseMilestone trigger, auto-complete milestone Apex, milestone violation polling, CompletionDate write pattern. NOT for entitlement process admin setup, milestone configuration in Setup UI, or Flow-based milestone actions.

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Service Cloud REST API · banibratachatterjee bundle
Use this skill when integrating with Salesforce Service Cloud REST APIs — specifically the Knowledge REST API (/knowledgeManagement/ for authoring, /support/knowledgeWithSEO/ for guest retrieval) and the Messaging for In-App and Web (MIAW) Enhanced Chat API. Trigger keywords: Knowledge article retrieval, data category filtering, URL-name lookup, Enhanced Chat API, legacy Chat REST API migration. NOT for generic REST API callouts from Apex (use apex__http-callouts), NOT for Salesforce REST API CRUD on standard objects, NOT for Einstein Bot configuration.

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Case History Migration · banibratachatterjee bundle
Use when migrating historical Case records — including CaseComments, EmailMessages, email attachments, and related files — from a legacy system into Salesforce Service Cloud. Covers strict object load order, EmailMessage Status='3' permanent locking, ContentDocumentLink Bulk API limitation, CaseHistory non-insertable constraint, and EmailMessageRelation setup. NOT for generic multi-object data migration planning (use data-migration-planning). NOT for ongoing email sync or Einstein Activity Capture configuration. NOT for Contact or Account record migration.

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Cdc Data Sync Patterns · banibratachatterjee bundle
Use this skill when designing or troubleshooting the replication lifecycle for CDC-based data synchronization: day-0 full load, incremental delta processing, replay ID management, gap event fallback, and ordering/deduplication using transactionKey and sequenceNumber. NOT for CDC admin setup (entity selection, channel configuration, edition limits — see integration/change-data-capture-integration). NOT for Apex CDC trigger subscribers.

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Financial Data Quality · banibratachatterjee bundle
Use when validating FinancialAccount record integrity in Financial Services Cloud, detecting duplicate financial records, or reconciling FSC data against core banking and custodial source systems. Trigger keywords: FinancialAccount validation, FSC duplicate detection, financial record reconciliation, stale household KPIs, FinancialHolding data quality, FSC data integrity. NOT for generic Salesforce data quality, Duplicate Rules setup on standard objects, or bulk data migration execution.

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Nonprofit Data Quality · banibratachatterjee bundle
Use this skill when standardizing addresses, detecting duplicate household Contacts, running NCOA processing, or improving data hygiene in an NPSP org. Triggers: address verification NPSP, household duplicate detection, NCOA update nonprofit, data hygiene NPSP. NOT for generic Salesforce data quality, Nonprofit Cloud (NPC) data quality, or standard Account/Contact deduplication outside NPSP.

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Patient Data Migration · banibratachatterjee bundle
Use this skill when migrating patient records into Salesforce Health Cloud, including Person Account (Patient record type) setup, clinical history objects, and care plan data. Trigger keywords: patient migration, EMR import, EHR to Health Cloud, clinical data load, care plan history migration, HIPAA-compliant data import. NOT for generic data migration, non-patient CRM data, or marketing cloud contact imports.

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Cumulusci Automation · banibratachatterjee bundle
Use this skill when configuring CumulusCI (cci) for Salesforce project automation: authoring cumulusci.yml tasks and flows, customizing or composing standard flows, integrating Robot Framework acceptance tests, and running cci flows in CI pipelines with JWT-based authentication. Covers task class_path/options wiring, flow step ordering, org and source declarations, cross-project reuse via sources, and the standard flow library (dev_org, qa_org, ci_feature, install_beta). NOT for raw SFDX/sf CLI workflows without CumulusCI, scratch org pool management (use scratch-org-pools), unlocked or managed package versioning (use unlocked-package-development or second-generation-managed-packages), or Salesforce-native DevOps Center pipelines (use devops-center-pipeline).

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Cpq Quote Templates · banibratachatterjee bundle
Use when designing or troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating branded PDFs, or handling multi-language output. Triggers: 'CPQ quote template', 'SBQQ template', 'CPQ PDF', 'line columns', 'quote template sections', 'conditional section', 'CPQ quote document'. NOT for standard Salesforce quote templates (Setup > Quote Templates), Visualforce-only PDF customization, or CPQ pricing rules and price books.

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Fsl Shifts And Crew · banibratachatterjee bundle
Use this skill to configure FSL Shifts, ShiftTemplates, ShiftPatterns, and Crew ServiceResources — covering availability windows layered on Operating Hours, bulk shift generation via ShiftPattern + ShiftPatternEntry, and the two Crew models (Static vs. Shell/Dynamic). NOT for individual resource scheduling, NOT for scheduling policy or work rule configuration, and NOT for FSL mobile app or time-sheet setup.

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Self Service Design · banibratachatterjee bundle
Use this skill when designing the UX and content strategy for a Salesforce-powered self-service portal or help center — covering pre-deflection article surfacing, Help Center search UX, friction-calibrated case submission forms, community peer support layers, and deflection measurement. Trigger keywords: design self-service portal, case deflection strategy, help center UX design, reduce support volume with self-service, knowledge base search experience. NOT for Experience Cloud technical setup or component configuration. NOT for knowledge article authoring or article lifecycle management.

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Apex Managed Sharing · banibratachatterjee bundle
Sharing records programmatically via Apex: Share objects, row cause, sharing recalculation, with/without sharing patterns. NOT for declarative sharing rules (use sharing-and-visibility).

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Platform Events Apex · banibratachatterjee bundle
Use when publishing or subscribing to Salesforce Platform Events from Apex, comparing Platform Events with Change Data Capture, or designing event-triggered error handling and monitoring. Triggers: 'EventBus.publish', 'platform event trigger', 'CDC vs Platform Events', 'replay ID', 'high-volume event'. NOT for Flow-only publish/subscribe automation.

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Test Class Standards · banibratachatterjee bundle
Use when writing, reviewing, or debugging Apex test classes, test data factories, async test behavior, negative-path assertions, or callout mocking. Triggers: 'SeeAllData', 'Test.startTest', 'HttpCalloutMock', 'test data factory', 'missing assertions'. NOT for LWC Jest tests or code-coverage-only conversations detached from test design.

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External Id Strategy · banibratachatterjee bundle
Use this skill when designing, selecting, or troubleshooting external ID fields on Salesforce objects for upsert operations, cross-system record correlation, or idempotent data loads. Trigger keywords: external ID field design, upsert key strategy, cross-system record matching, source system ID mapping, composite key for uniqueness, duplicate insert on upsert, relationship resolution by external ID. NOT for data migration steps (use data-migration-planning), NOT for REST API upsert endpoint wiring (use rest-api-patterns), NOT for general data model field decisions (use data-model-design-patterns).

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Release Management · banibratachatterjee bundle
Use when planning, coordinating, or governing Salesforce releases: version numbering, rollback strategy, release notes, go/no-go criteria, release calendar, and sandbox preview alignment. NOT for deployment mechanics (use devops/post-deployment-validation or devops/change-set-deployment).

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Flow Dynamic Choices · banibratachatterjee bundle
Build picklists and choice sets in Flow Builder sourced from records, picklist fields, or collections, including dependent choices. NOT for static hard-coded choice sets.

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Cpq Custom Actions · banibratachatterjee bundle
Use when adding, configuring, or troubleshooting custom action buttons in the Salesforce CPQ Quote Line Editor (QLE), product configurator, or amendment/renewal screens. Trigger keywords: CPQ custom action, QLE button, SBQQ__CustomAction__c, CPQ Flow button, CPQ URL action. NOT for standard Salesforce quick actions on non-CPQ objects, Lightning Experience action bars outside the QLE, or CPQ Price Rules and Product Rules.

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Exception Handling · banibratachatterjee bundle
Use when writing, reviewing, or debugging Apex exception handling, DmlException behavior, custom exception hierarchies, or user-safe error messages. Triggers: 'DmlException', 'swallowed exception', 'AuraHandledException', 'trigger rollback', 'try catch'. NOT for choosing async execution models or general governor-limit tuning.

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Fsl Scheduling API · banibratachatterjee bundle
Use this skill when implementing Apex code that calls the FSL scheduling Apex API: GetSlots, schedule(), GradeSlotsService, or OAAS optimization classes. Trigger keywords: AppointmentBookingService, ScheduleService.schedule, GetSlots, GradeSlotsService, OAAS, bulk scheduling, FSL optimization callout. NOT for admin-level scheduling policy configuration, scheduling rules UI setup, or the standard Book Appointment quick action without custom Apex.

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Flow Bulkification · banibratachatterjee bundle
Use when designing, reviewing, or troubleshooting Salesforce Flows that must survive data loads, integrations, or high-volume record changes without hitting transaction limits. Triggers: 'Get Records in loop', 'Flow bulkification', 'data loader causing flow errors', 'DML in loop', 'record-triggered flow scale'. NOT for general screen-flow UX or Flow type selection when scale is not the main risk.

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Lwc Imperative Apex · banibratachatterjee bundle
Call Apex methods imperatively from LWC — on button click, lifecycle hooks, or conditional logic. Covers import syntax, cacheable vs non-cacheable, async/await patterns, error handling, loading states, and Promise.all. NOT for wire service (use wire-service-patterns) and NOT for testing Apex mocks (use lwc-testing).

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Escalation Rules · banibratachatterjee bundle
Configure and troubleshoot Salesforce Case Escalation Rules: setting up time-based escalation entries, business hours configuration, escalation actions (email alerts and reassignment), and diagnosing why cases are not escalating. NOT for case assignment on creation (use assignment-rules), approval routing (use approval-processes), or SLA milestones in Service Cloud (use entitlement-management).

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Fsc Action Plans · banibratachatterjee bundle
Use this skill when designing, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence, onboarding checklist, review prep tasks. NOT for standard Salesforce Tasks, Flow automation, or general task management outside of FSC Action Plan objects.

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Sandbox Strategy · banibratachatterjee bundle
Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose. Triggers: 'Developer sandbox', 'Developer Pro', 'Partial Copy', 'Full sandbox', 'sandbox refresh', 'data masking', 'test environment', 'Gov Cloud sandbox'. NOT for scratch-org package workflows unless they affect environment planning.

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Validation Rules · banibratachatterjee bundle
Use when writing, auditing, or troubleshooting Salesforce Validation Rules. Triggers: 'validation rule', 'required field formula', 'rule fires unexpectedly', 'integration failing validation', 'data quality'. NOT for Flow-based validation — use admin/flow-for-admins for that.

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Apex Metadata API · banibratachatterjee bundle
Use when Apex code must create or update metadata programmatically at runtime — custom fields, objects, picklist values, labels, or other supported types — using the Metadata namespace (Metadata.Operations, Metadata.DeployCallback). Triggers: 'Metadata.Operations', 'Metadata.CustomField from Apex', 'deploy metadata from Apex', 'enqueueDeployment', 'create a custom field programmatically', 'post-install script metadata setup'. NOT for Metadata API REST/SOAP (use metadata-api-and-package-xml) and NOT for reading Custom Metadata Type configuration rows in Apex (use custom-metadata-in-apex).

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Debug And Logging · banibratachatterjee bundle
Use when diagnosing Apex behavior with debug logs, choosing log levels, or replacing `System.debug` habits with structured production logging and async job monitoring. Triggers: 'debug log', 'System.debug', 'logging framework', 'AsyncApexJob monitoring', 'production logs'. NOT for exception taxonomy design alone or for non-Apex observability platforms by themselves.

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Health Cloud Apis · banibratachatterjee bundle
Use this skill when working with Health Cloud APIs: querying healthcare-specific SObjects (CarePlan, ClinicalEncounter, HealthCondition) via standard SObject API, using the FHIR R4-aligned Healthcare API, handling FHIR bundle limits, and understanding API authentication differences between the two layers. NOT for generic REST API development or standard Salesforce SObject API patterns unrelated to Health Cloud clinical objects.

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Invocable Methods · banibratachatterjee bundle
Use when designing or reviewing Apex actions exposed to Flow or similar orchestration layers via `@InvocableMethod`, especially around wrapper DTOs, bulk-safe list contracts, and error behavior. Triggers: 'InvocableMethod', 'InvocableVariable', 'Flow Apex action', 'bulk-safe invocable', 'Apex action input/output'. NOT for general Flow design without a custom Apex action boundary.

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Soql Fundamentals · banibratachatterjee bundle
Use this skill when writing or debugging SOQL queries: SELECT syntax, WHERE filters, ORDER BY, LIMIT, OFFSET, relationship queries (child-to-parent and parent-to-child), aggregate functions (COUNT, SUM, AVG, MIN, MAX), and date literals. Trigger keywords: soql, query, SELECT FROM WHERE. NOT for SOQL security enforcement (use soql-security), query optimization and index tuning (use soql-query-optimization), or SOSL full-text search.

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Trigger Framework · banibratachatterjee bundle
Use when writing, reviewing, or designing Apex triggers. Triggers: 'trigger', 'trigger handler', 'trigger framework', 'recursion', 'before insert', 'after update', 'one trigger per object'. NOT for Flow-based automation — use admin/flow-for-admins for declarative automation decisions.

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Bulk API Patterns · banibratachatterjee bundle
Use when implementing Bulk API 2.0 REST calls, choosing between Bulk API 2.0 and legacy Bulk API v1, handling CSV format requirements for bulk ingest, paginating query job results with locators, or constructing multipart job requests. Triggers: bulk api 2.0 endpoint, ingest job REST call, query job locator, bulk CSV format, hard delete bulk, v1 vs v2 bulk api. NOT for Data Loader UI steps (use data-import-and-management), NOT for strategic load-size decisions or concurrency mode selection (use bulk-api-and-large-data-loads).

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Fhir Data Mapping · banibratachatterjee bundle
Use this skill when mapping FHIR R4 clinical resources (Patient, Observation, Condition, CarePlan, CodeableConcept) to Salesforce Health Cloud objects. Triggers: 'how do I map FHIR patient to Salesforce', 'FHIR Condition to Health Cloud object', 'FHIR R4 Support Settings', 'CodeableConcept to CodeSetBundle', 'HL7 FHIR integration Health Cloud'. NOT for general EHR integration design, HL7 v2 message parsing, outbound FHIR API exposure, or non-clinical Salesforce data migration.

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Cpq Pricing Rules · banibratachatterjee bundle
Use this skill when configuring or troubleshooting Salesforce CPQ pricing: Price Rules, Price Conditions, Price Actions, Lookup Queries, Discount Schedules, Block Pricing, Percent of Total, and Contracted Prices. Trigger keywords: CPQ price rule, price action, discount schedule, block pricing, percent of total, contracted price, SBQQ__PriceRule__c, CPQ quote calculation engine, price waterfall. NOT for standard Salesforce pricebook pricing (use the products-and-pricebooks skill), CPQ product bundle configuration (use cpq-product-catalog-setup), or quote template/document setup.

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Mcae Pardot Setup · banibratachatterjee bundle
Use this skill when configuring a new or existing Marketing Cloud Account Engagement (MCAE, formerly Pardot) business unit: Salesforce v2 connector activation, connector user permissions, Salesforce User Sync, prospect field sync rules, tracking domain setup, and Account Engagement Lightning App installation. NOT for Marketing Cloud Engagement (email studio, journeys) or Einstein Marketing features.

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Path And Guidance · banibratachatterjee bundle
Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects. Triggers: 'add guidance to stages', 'key fields on path', 'celebrate closed won', 'path not showing', 'configure path steps', 'confetti on stage change'. NOT for Sales Process configuration, validation rules that enforce required fields, or Kanban board setup.

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Apex REST Services · banibratachatterjee bundle
Use when building, reviewing, or debugging inbound Apex REST resources, request/response handling, status codes, versioned URL mappings, or JSON serialization in `@RestResource` classes. Triggers: 'Apex REST', '@RestResource', 'HttpGet/HttpPost', 'RestContext', 'versioned endpoint'. NOT for outbound HTTP callouts or standard Salesforce REST API usage as a consumer.

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Commerce Order API · banibratachatterjee bundle
Use this skill when building or debugging headless B2C Commerce storefront order submission using the Salesforce Commerce API (SCAPI) ShopAPI Orders endpoint or the legacy OCAPI /orders resource. Covers SCAPI order creation, SLAS authentication for shopper order access, OCAPI order placement and amendment, order status retrieval from the storefront layer, and notification/webhook configuration for order events. NOT for standard REST API (no generic CRUD against Order SObject). NOT for OMS Connect API (no OrderSummary, FulfillmentOrder, submit-cancel, or ensure-funds-async — those are covered by admin/commerce-order-management). NOT for CPQ order workflows.

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Npsp Data Model · banibratachatterjee bundle
Use this skill when working with NPSP (Nonprofit Success Pack) objects, namespace prefixes, GAU allocations, recurring donation objects, relationship and affiliation objects, or the NPSP data dictionary. Trigger keywords: npe01__, npe03__, npe4__, npe5__, npsp__, OppPayment__c, Recurring_Donation__c, Allocation__c, General_Accounting_Unit__c, NPSP data model. NOT for standard Salesforce data model, Financial Services Cloud data model, or Program Management Module (PMM) data model.

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Person Accounts · banibratachatterjee bundle
Use when enabling, configuring, or troubleshooting Person Accounts in a Salesforce org — includes B2C data model design, IsPersonAccount flag handling, Account-Contact behavior differences, reporting impact, migration planning, and integration requirements. NOT for standard B2B Account/Contact modeling. NOT for managing business accounts that share an org with Person Accounts.

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Flow Governance · banibratachatterjee bundle
Use when establishing operational standards for a Salesforce Flow portfolio, including naming conventions, ownership, version discipline, retirement of stale flows, and release readiness checks. Triggers: 'flow naming convention', 'too many old flows', 'who owns this flow', 'flow version governance'. NOT for element-by-element flow logic design or dedicated fault-handling review.

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Scheduled Flows · banibratachatterjee bundle
Use when designing or reviewing schedule-triggered flows for recurring automation, replacement of time-based workflow patterns, bounded record selection, idempotent processing, and escalation to Apex when volume is too high. Triggers: 'scheduled flow design', 'nightly flow job', 'time based workflow replacement', 'schedule triggered flow limits'. NOT for record-triggered scheduled paths or large-scale batch processing that should be built directly in Batch Apex.

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Flow For Admins · banibratachatterjee bundle
Use when designing, reviewing, or debugging Salesforce Flows from an Admin perspective. Triggers: 'flow', 'automation', 'record-triggered flow', 'screen flow', 'scheduled flow', 'flow error', 'flow interview'. NOT for OmniStudio OmniScripts — use omnistudio/ skills for that.

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User Management · banibratachatterjee bundle
Use this skill to create, deactivate, freeze, or manage Salesforce users, assign user licenses and feature licenses, configure profiles and roles, set login hours and IP restrictions, and set up delegated administration. Triggers: adding a new user, deactivating a departing employee, license assignment, freezing a user account, delegated admin setup. NOT for permission sets (use permission-set-architecture) or sharing model design (use sharing-and-visibility).

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Cpq Apex Plugins · banibratachatterjee bundle
Use when implementing Salesforce CPQ plugin interfaces in Apex or JavaScript (JS QCP) to customize quote calculation, product search, order creation, contracting, or configuration screens. Trigger keywords: SBQQ plugin, QuoteCalculatorPlugin, ProductSearchPlugin, OrderPlugin, ContractingPlugin, ConfigurationInitializerPlugin, SBQQ__CustomScript__c, JS QCP, calculate callback, CPQ plugin registration. NOT for standard Apex triggers on SBQQ__Quote__c or SBQQ__QuoteLine__c. NOT for Flow-based customization of CPQ processes. NOT for declarative CPQ configuration such as price rules, discount schedules, or product rules that do not require code.

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Flow Data Tables · banibratachatterjee bundle
Use the Data Table screen component for selecting rows from collections in Screen Flows, including single/multi-select and inline actions. NOT for displaying read-only data outside flows.

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Virtualized Lists · banibratachatterjee bundle
Render only visible rows for long lists (1k+ rows) using intersection observer or lightning-datatable virtual scroll. NOT for simple lists under 100 rows.

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Assignment Rules · banibratachatterjee bundle
Use this skill when configuring or troubleshooting Lead or Case assignment rules in Salesforce: creating rule entries, setting filter criteria, assigning records to users or queues, understanding when rules run, and implementing round-robin patterns with Apex. Trigger keywords: lead assignment, case assignment, assignment rule, queue assignment, auto-assign. NOT for approval process routing (use approval-processes). NOT for Omni-Channel routing or Skills-Based Routing (those are separate routing engines). NOT for Flow-triggered field updates unrelated to ownership.

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Approval Processes · banibratachatterjee bundle
Use when designing, reviewing, or troubleshooting Salesforce Approval Processes. Triggers: 'submit for approval', 'approver', 'record locked', 'recall approval', 'approval step', 'discount approval'. NOT for complex orchestration across many objects - use Flow or custom approval patterns for that.

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Cpq Guided Selling · banibratachatterjee bundle
Use this skill when configuring or troubleshooting the Salesforce CPQ Guided Selling wizard: building Quote Process records, defining ProcessInput questions that filter products by field value, mapping user responses to Product2 classification fields, and choosing the right search type (Standard, Enhanced, or Custom). Trigger keywords: CPQ guided selling, quote process wizard, product selection wizard, SBQQ__QuoteProcess__c, SBQQ__ProcessInput__c, guided product selection, auto select product, product search plugin. NOT for OmniStudio product selection flows, standard Salesforce pricebook product browsing, CPQ product bundle configuration, or CPQ pricing rules.

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Custom Permissions · banibratachatterjee bundle
Use when creating, assigning, or checking custom permissions to control feature access beyond CRUD and FLS. Trigger keywords: 'custom permission', 'FeatureManagement.checkPermission', '$Permission global variable', 'feature gate', 'named access grant', 'beta feature flag'. NOT for permission sets (use permission-set-architecture).

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Salesforce Surveys · banibratachatterjee bundle
Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management. Triggers: 'create a survey', 'NPS score', 'survey invitation', 'survey response report', 'customer feedback form', 'guest user survey access'. NOT for custom-built LWC form components or third-party survey tools like SurveyMonkey or Qualtrics.

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Agent Actions · banibratachatterjee bundle
Use when designing or reviewing Agentforce actions, including Flow actions, Apex invocable actions, prompt-template actions, action naming, input and output contracts, confirmation requirements, and safe error behavior. Triggers: 'agent actions', 'flow action for agent', 'agent invocable action', 'action schema design', 'agent action error handling'. NOT for topic boundary design or general Apex invocable guidance when the main concern is not an agent-facing action contract.

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Apex Email Services · banibratachatterjee bundle
Use this skill when implementing inbound email processing via Apex: parsing emails sent to a Salesforce-hosted address, creating or updating records from email content, handling attachments, or configuring Email Service routing. Trigger keywords: InboundEmailHandler, email service address, handleInboundEmail, Messaging.InboundEmail, Email-to-Case alternative, process email in Apex. NOT for outbound email templates, Messaging.SingleEmailMessage, workflow email alerts, or Email-to-Case declarative setup.

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Apex Scheduled Jobs · banibratachatterjee bundle
Scheduling Apex classes using the Schedulable interface: implementing execute(), cron expressions, System.schedule(), monitoring CronTrigger records, job limits, and job chaining patterns. NOT for Batch Apex scheduling (use batch-apex-patterns) or Flow scheduled paths.

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Batch Apex Patterns · banibratachatterjee bundle
Use when designing, reviewing, or debugging Batch Apex contracts, scope sizing, stateful behavior, chaining, and AsyncApexJob monitoring. Triggers: 'Database.Batchable', 'Database.Stateful', 'executeBatch', 'batch scope', 'AsyncApexJob'. NOT for generic async choice discussions where Queueable or Future might still be the better tool.

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Fsl Apex Extensions · banibratachatterjee bundle
Use when writing Apex that calls Field Service Lightning scheduling APIs — AppointmentBookingService, ScheduleService, GradeSlotsService, or OAAS — to book, schedule, grade, or optimize service appointments programmatically. Trigger keywords: FSL Apex namespace, GetSlots, schedule service appointment via code, appointment booking API, FSL optimization API. NOT for standard Apex patterns unrelated to FSL, admin-level scheduling policy configuration, or declarative FSL scheduling.

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Marketing Cloud API · banibratachatterjee bundle
Use this skill when integrating Salesforce or external systems with Marketing Cloud Engagement REST or SOAP APIs — including OAuth 2.0 authentication, journey injection via /interaction/v1/events, triggered sends, and Data Extension row operations. Trigger keywords: MC API, Marketing Cloud REST, journey injection, triggered send, fire entry event, DE row upsert, dataeventsasync, Installed Package API integration. NOT for Salesforce core REST/SOAP APIs, MCAE/Pardot APIs, or Marketing Cloud Connect (CRM connector sync).

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Async Apex · banibratachatterjee bundle
Use when selecting, designing, or reviewing Queueable, Batch, Future, or Schedulable Apex for callouts, large data processing, retries, or background work. Triggers: 'queueable vs batch', 'future method', 'flex queue', 'async job failed', 'schedule apex'. NOT for Platform Events or a deep-only Batch Apex implementation guide.

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Lwc Testing · banibratachatterjee bundle
Use when setting up or reviewing Lightning Web Component unit tests with Jest, including `@salesforce/sfdx-lwc-jest`, wire adapter mocks, imperative Apex mocks, async rerender handling, and accessibility smoke checks. Triggers: 'how do I test @wire in LWC', 'Jest test is flaky', 'mock Apex in LWC test', 'flushPromises pattern'. NOT for Apex unit tests, browser end-to-end automation, or performance testing.

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Dynamic Apex · banibratachatterjee bundle
Use when building or reviewing code that constructs SOQL/SOSL at runtime, inspects schema metadata via Schema.describe methods, accesses fields dynamically on sObjects, or performs runtime type inspection. Triggers: 'Database.query', 'Schema.getGlobalDescribe', 'Schema.describeSObjects', 'dynamic field access', 'SObjectType', 'DescribeFieldResult'. NOT for static SOQL queries or query performance tuning — use soql-fundamentals or soql-query-optimization.

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Flow Testing · banibratachatterjee bundle
Use when defining or reviewing test strategy for Salesforce Flow, including Flow Tests, debug runs, path coverage, test data, and explicit validation of fault paths and custom component behavior. Triggers: 'flow test tool', 'how do i test a flow', 'flow fault path testing', 'flow debug interview'. NOT for Apex unit testing or manual QA planning that is unrelated to Flow behavior.

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Screen Flows · banibratachatterjee bundle
Use when designing or reviewing interactive Flow screen experiences, including navigation, validation, screen component choice, custom LWC screen components, and user-safe commit timing. Triggers: 'screen flow validation', 'back button behavior in flow', 'custom flow screen component', 'screen flow UX'. NOT for Experience Cloud guest exposure or custom property editor design-time tooling.

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Drag And Drop · banibratachatterjee bundle
Implement drag-and-drop in LWC using HTML5 Drag and Drop API, keyboard alternatives, and accessible announcements. NOT for kanban migration from legacy Lightning.

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612 published skills · page 6 of 7