PranavNagrecha

@pranavnagrecha source repo

1.1k skills
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15 repo stars
2 weeks ago last updated

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Custom Metadata Types · pranavnagrecha bundle
Use when designing deployable Salesforce configuration with Custom Metadata Types, especially when choosing between CMTs, Custom Settings, and Custom Objects, protecting packaged defaults, or exposing config to Apex, Flow, and formulas. Triggers: 'custom metadata vs custom settings', 'deployable config', 'protected custom metadata', 'feature flags in Salesforce'. NOT for hierarchical Custom Settings resolution, getInstance/getValues, or their SOQL cost — use admin/custom-metadata-types-and-settings. NOT for high-churn transactional or user-managed business records — use admin/object-creation-and-design. NOT for secrets — use integration/named-credentials-setup.

15 repo stars
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Email Service Inbound · pranavnagrecha bundle
Inbound email processing in Salesforce via Email Services + the `Messaging.InboundEmailHandler` Apex interface. Covers EmailService configuration (running user, accept-from address, attachment handling, error / failure routing), the EmailServicesAddress per-routing-address pattern, the handler's `Messaging.InboundEmail` payload (text body, HTML body, headers, attachments, in-reply-to threading), and the canonical Email-to-Case alternative for case creation. NOT for outbound email (use admin/email-templates-and-alerts), NOT for Email-to-Case flow customization itself (use admin/email-to-case-configuration).

15 repo stars
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Flexcard Requirements · pranavnagrecha bundle
Specify a FlexCard before a developer opens Card Designer: the card-state set and the condition that selects each state, the data source type behind each card (DataRaptor, Integration Procedure, Apex remote, SOQL), the action menu users get (navigate, launch OmniScript, Apex, DataRaptor), and every embedded child FlexCard or custom LWC. Produces the artifacts a BA hands to the builder. Trigger keywords: FlexCard requirements, FlexCard BA, FlexCard layout design, FlexCard data sources, FlexCard actions, FlexCard card states, OmniStudio FlexCard scoping. NOT for building the card in Card Designer, NOT for OmniScript step and branching requirements (use admin/omniscript-flow-design-requirements), NOT for standard Lightning record-page component requirements.

15 repo stars
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Fsl Capacity Planning · pranavnagrecha 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 resource skills, certifications, or preference setup — use admin/fsl-resource-management. NOT for work rules and service objectives — use admin/fsl-scheduling-policies. NOT for Omni-Channel agent capacity — use architect/omni-channel-capacity-model.

15 repo stars
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Health Cloud Timeline · pranavnagrecha 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 building a custom timeline or patient-card LWC — use apex/health-cloud-lwc-components. NOT for the standard Task and Event activity timeline — use admin/activity-and-task-patterns.

15 repo stars
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Hipaa Workflow Design · pranavnagrecha 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 org-level HIPAA architecture or Shield encryption configuration — use architect/hipaa-compliance-architecture. NOT for care team and SDOH process design — use admin/care-coordination-requirements.

15 repo stars
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Npsp Engagement Plans · pranavnagrecha 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 designing the cultivation and stewardship stages — use admin/fundraising-process-mapping. NOT for recording and receipting gifts — use admin/gift-entry-and-processing.

15 repo stars
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Quote To Cash Process · pranavnagrecha 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 quote-to-cash on standard Sales Cloud objects — use admin/quote-to-cash-requirements. NOT for setting up SBAA approval rules and chains — use admin/cpq-approval-workflows.

15 repo stars
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Role Hierarchy Design · pranavnagrecha bundle
Use when designing or maintaining the role hierarchy as a record-access mechanism. Trigger keywords: role hierarchy, manager cannot see subordinate records, grant access using hierarchies, role reparenting, portal role, how deep should the role hierarchy be, design the role hierarchy. NOT for territory models - use admin/enterprise-territory-management. NOT for rule-based grants - use admin/sharing-rules. NOT for the overall model - use admin/sharing-and-visibility.

15 repo stars
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Sales Process Mapping · pranavnagrecha bundle
Eliciting and documenting a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules. 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, Sales Processes or Path in Setup — use admin/opportunity-management. NOT for cross-functional swim-lane maps — use admin/process-flow-as-is-to-be.

15 repo stars
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Agent Script Dsl · pranavnagrecha bundle
Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types, including the Agent Script language for the new Agentforce Builder (hybrid-reasoning -> logic vs | prompt instructions, @actions/@subagent/@variables references, subagents). Use when creating agents in source control, writing or debugging Agent Script, debugging agent metadata, or understanding the metadata lifecycle of GenAiPlugin/GenAiPlanner/BotVersion types. Triggers: 'how do I deploy an Agentforce agent using source control', 'convert an agent topic to a subagent', 'what metadata types make up an Agentforce agent', 'agent test run command failing in CI pipeline', 'GenAiPlugin vs GenAiPlanner metadata relationship', 'Agent Script logic vs prompt instructions'. NOT for Apex-based agent actions — use agentforce/custom-agent-actions-apex. NOT for clicking the agent together in the Builder UI — use agentforce/agentforce-agent-creation.

15 repo stars
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Apex Aggregate Queries · pranavnagrecha bundle
Use this skill when writing SOQL aggregate queries in Apex — GROUP BY, GROUP BY ROLLUP/CUBE, HAVING, COUNT/SUM/AVG/MIN/MAX, AggregateResult, the GROUPING() subtotal function, and date grouping functions. Trigger keywords: soql aggregate groupby apex, count sum group by salesforce, aggregateresult get alias, having clause soql, rollup cube subtotals, grouping function subtotal detection soql. NOT for which field types support SUM/AVG — use apex/soql-aggregate-field-type-support. NOT for relationship subqueries — use apex/apex-soql-relationship-queries.

15 repo stars
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Apex Execute Anonymous · pranavnagrecha bundle
Execute Anonymous Apex: Developer Console, VS Code SFDX, `sf apex run`, variable scope, transaction semantics, governor limits, debugging output, common errors. NOT for trace flags or reading the log output — use apex/debug-logs-and-developer-console. NOT for async job design — use apex/async-apex.

15 repo stars
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Apex Limits Monitoring · pranavnagrecha bundle
Use this skill when writing Apex that must check governor limits at runtime before executing expensive operations — guard clauses, early-exit patterns, Queueable re-queue on limit approach, and batch scope sizing. Trigger keywords: check governor limits before SOQL apex, defensive coding against limits apex, Limits.getDMLStatements getLimitDMLStatements, Limits class usage, guard clause governor limits, remaining SOQL queries Apex, heap size check before DML, LimitException handling. NOT for diagnosing a limit you already hit — use apex/governor-limits. NOT for CPU and heap tuning — use apex/apex-cpu-and-heap-optimization. NOT for org-wide limit consumption — use architect/org-limits-monitoring.

15 repo stars
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Apex Mocking And Stubs · pranavnagrecha bundle
Choosing and implementing Apex test doubles — `Test.setMock` and `StubProvider` — and designing the code seams they need. Triggers: 'StubProvider', 'Test.createStub', 'HttpCalloutMock', 'StaticResourceCalloutMock', 'mocking infrastructure'. NOT for multi-response or per-endpoint HTTP mocks — use apex/apex-http-callout-mocking. NOT for general test design — use apex/test-class-standards.

15 repo stars
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Apex Security Patterns · pranavnagrecha bundle
Use when designing, reviewing, or debugging Apex execution context, sharing keywords, CRUD/FLS enforcement, system-vs-user mode behavior, or secure write patterns. Triggers: 'with sharing', 'inherited sharing', 'AuraEnabled security', 'what execution context does this class run in', 'system mode vs user mode'. NOT for remediating a CRUD/FLS finding — use apex/apex-stripinaccessible-and-fls-enforcement for stripInaccessible, AccessType, SObjectAccessDecision and WITH USER_MODE mechanics. NOT for SOQL injection review alone — use apex/soql-security.

15 repo stars
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Apex Switch On Sobject · pranavnagrecha bundle
Apex switch-on-SObjectType patterns — type dispatching across SObject collections, polymorphic handlers, the typed-variable binding that makes `when SObjectType varName` more than a tag check. Covers the single-type-per-when-block restriction, the null branch, the no-fall-through rule, and why `Type.forName()` cannot be used in a switch expression. NOT for `switch on` over an enum — use apex/apex-enum-patterns. NOT for plain Integer / String switch syntax (Apex Developer Guide). NOT for dynamic field access — use apex/dynamic-apex.

15 repo stars
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Cpq API And Automation · pranavnagrecha 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 CPQ plugin interfaces — use apex/cpq-apex-plugins. NOT for testing CPQ from Apex — use apex/cpq-test-automation.

15 repo stars
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Entitlement Apex Hooks · pranavnagrecha bundle
Apex triggers and classes that read or write CaseMilestone records: completing milestones, detecting violations, reacting to SLA state changes. Trigger keywords: CaseMilestone trigger, auto-complete milestone Apex, milestone violation polling, CompletionDate write pattern. NOT for entitlement auto-association or assignment rules in a Case trigger — use apex/case-trigger-patterns. NOT for entitlement process and milestone setup in Setup — use admin/entitlements-and-milestones.

15 repo stars
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Service Cloud REST API · pranavnagrecha 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 Salesforce REST API CRUD on standard objects, NOT for Einstein Bot configuration, NOT for generic REST API callouts from Apex — use apex/callouts-and-http-integrations. NOT for setting up the MIAW Messaging Channel or Embedded Service Deployment in Setup — use admin/messaging-and-chat-setup.

15 repo stars
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Case History Migration · pranavnagrecha 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 archiving or purging Case data already in the org — use data/service-data-archival. NOT for generic multi-object migration planning and rollback — use data/data-migration-planning.

15 repo stars
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Cdc Data Sync Patterns · pranavnagrecha bundle
Use this skill for the replication lifecycle of 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 entity selection, channel config, or edition limits — use integration/change-data-capture-integration. NOT for checking whether the two systems actually match — use data/data-reconciliation-patterns.

15 repo stars
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Field History Tracking · pranavnagrecha bundle
Use when enabling, configuring, or querying Salesforce field history tracking to audit changes to field values over time. Covers enabling tracking on objects and fields, the 20-field-per-object limit, 18-month data retention, querying standard History sObjects (AccountHistory, OpportunityFieldHistory, custom __History), and troubleshooting missing records. NOT for Shield Field Audit Trail, FieldHistoryArchive, or keeping history past 18 months — use security/field-audit-trail. NOT for CreatedDate, LastModifiedDate, or SystemModstamp behavior — use admin/system-field-behavior-and-audit.

15 repo stars
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Financial Data Quality · pranavnagrecha 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 the one-time bulk load of FSC accounts and holdings — use data/financial-account-migration. NOT for generic org-wide data quality gates and governance — use data/data-quality-and-governance. NOT for matching and duplicate rules on standard objects — use admin/duplicate-management.

15 repo stars
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Nonprofit Data Quality · pranavnagrecha bundle
Use 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 org-wide data quality gates and governance outside NPSP — use data/data-quality-and-governance. NOT for the initial bulk import of constituents and households — use data/constituent-data-migration.

15 repo stars
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Patient Data Migration · pranavnagrecha 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 multi-object migration sequencing and rollback planning — use data/data-migration-planning. NOT for Insurance, Energy or Communications industry-cloud objects — use data/industries-data-migration.

15 repo stars
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Cumulusci Automation · pranavnagrecha 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. NOT for raw sf CLI workflows without CumulusCI (use apex/sf-cli-and-sfdx-essentials) or scratch org pooling — use devops/scratch-org-pools. NOT for Bitbucket pipeline setup — use devops/bitbucket-pipelines-for-salesforce.

15 repo stars
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Environment Strategy · pranavnagrecha bundle
Use when designing the full environment topology for a Salesforce program — selecting which org types to provision, how many, and how they map to your branching strategy and release pipeline. Trigger keywords: 'environment strategy', 'org topology', 'scratch org vs sandbox', 'how many environments do I need', 'environment planning', 'DevOps environment design'. NOT for sandbox-type-only decisions (use admin/sandbox-strategy), NOT for scratch org lifecycle or daily usage (use devops/scratch-org-management), NOT for release pipeline mechanics (use devops/release-management).

15 repo stars
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Flow External Services · pranavnagrecha bundle
Use when calling external REST APIs from Salesforce Flow without writing Apex: registering API specs as External Services, using generated invocable actions in Flow Builder, using Flow's built-in HTTP Callout action (GA Spring '24+), configuring Named Credentials for authentication, mapping inputs/outputs, and handling fault paths. Trigger keywords: 'External Services', 'HTTP Callout action in Flow', 'call REST API from Flow', 'register OpenAPI spec', 'Flow HTTP action'. NOT for writing the callout in Apex — use apex/callouts-and-http-integrations. NOT for shaping a complex JSON response into Flow variables — use flow/flow-apex-defined-types.

15 repo stars
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Flow Resource Patterns · pranavnagrecha bundle
Flow resource types and when to use each: Variables, Collection Variables, Constants, Formulas, Text Templates, Choices, Stages, Picklist Choice Sets, Record Choice Sets. Covers scope, data types, and reuse patterns. NOT for decision elements. NOT for custom metadata (use admin/custom-metadata-types).

15 repo stars
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Flow Rollback Patterns · pranavnagrecha 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. NOT for external-system rollback (use compensation patterns) — use apex/apex-savepoint-and-rollback.

15 repo stars
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Commerce Lwc Components · pranavnagrecha 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. NOT for standard LWC outside a Commerce store or Aura Community Builder components — use lwc/experience-cloud-lwc-components.

15 repo stars
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Component Communication · pranavnagrecha bundle
Choose and implement LWC communication — @api, events, LMS, @wire between parent, child, sibling, or workspace components. Triggers: 'LWC communication pattern', 'should I use LMS or @api', 'three components need to coordinate'. NOT for the mechanics of a single child-to-parent CustomEvent — bubbles / composed / cancelable, detail payload, event naming, or an event that is not reaching the parent — use lwc/lwc-custom-event-patterns. NOT for @wire data provisioning — use lwc/wire-service-patterns.

15 repo stars
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Lwc Performance Budgets · pranavnagrecha bundle
Set and enforce performance budgets for Lightning Web Components: bundle-size limits per component, LCP/INP field targets, wire-adapter count caps, and CI-gate configuration using Lighthouse or webpagetest. Trigger keywords: lwc performance budget, bundle size limit, lcp budget, lighthouse ci, lwc size gate. NOT for runtime optimization techniques, Lightning page tuning, or general LCP causes — use lwc/lwc-performance.

15 repo stars
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Lwc Show Toast Patterns · pranavnagrecha bundle
ShowToastEvent in LWC: variants (success/warning/error/info), modes (dismissible/pester/sticky), message formatting, NOT supported in LWR Experience Cloud sites, alternatives (lightning-alert, inline banners). NOT for custom notification types (use admin/custom-notification-types). NOT for SLDS popovers.

15 repo stars
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Static Resources In Lwc · pranavnagrecha 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. NOT for npm-bundled code that ships through the build pipeline or server-side integration assets — use security/csp-and-trusted-urls.

15 repo stars
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Salesforce Architect · pranavnagrecha bundle
Router for the 106 SfSkills `architect` skill packages. Solution and platform architecture: multi-org strategy, scalability limits, licensing, Well-Architected reviews and architecture decision records. Use when the request mentions architecture, solution design, ADR, Well-Architected, scalability, large data volume, multi-org, licensing, tenant isolation, HA/DR, technical debt. Finds and opens the exact skill package to read; it does not contain the guidance itself.

15 repo stars
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AI Use Case Assessment · pranavnagrecha bundle
Identify, score, and prioritize Salesforce AI use cases before any implementation begins — opportunity identification, Impact-Effort matrix scoring, feasibility evaluation across Technical/Operational/Data/Risk dimensions, and ROI framing. NOT for the license checks and enablement steps once a use case is approved — use agentforce/agentforce-service-ai-setup or agentforce/agentforce-sales-ai-setup. NOT for making the data model AI-ready — use architect/ai-ready-data-architecture.

15 repo stars
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Analytics Data Manager · pranavnagrecha 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 pushing external data in programmatically via the External Data API — use data/analytics-external-data. NOT for authoring dataflow nodes — use admin/analytics-dataflow-development.

15 repo stars
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Billing Schedule Setup · pranavnagrecha bundle
Configure Salesforce Billing (blng__ managed package) billing schedules, invoice plans, billing policies, and billing treatments on activated Orders. Triggers: 'billing schedule not generating invoices', 'blng__BillingSchedule__c missing after order activation', 'in-advance vs in-arrears billing', 'milestone billing', 'invoice run not picking up order products', 'evergreen billing setup', 'billing treatment configuration'. NOT for revenue schedules, GL transactions and ASC 606 - use admin/revenue-recognition-requirements. NOT for native Revenue Cloud (RLM) BillingSchedule objects - use data/revenue-cloud-data-model.

15 repo stars
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Cpq Approval Workflows · pranavnagrecha bundle
Configuring or troubleshooting Salesforce CPQ Advanced Approvals: 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 the managed package's permission sets. Trigger keywords: CPQ Advanced Approvals, SBAA approval rule, approval variable, approval chain, discount approval, line-level approval, Smart Approvals, requote approval. NOT for standard non-CPQ Salesforce approval processes - use admin/approval-processes. NOT for CPQ price rules and discount schedules - use admin/cpq-pricing-rules.

15 repo stars
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Grant Management Setup · pranavnagrecha bundle
Use when configuring grant tracking in a Salesforce nonprofit org — NPSP Outbound Funds Module (Opportunity-based, managed package) or Nonprofit Cloud for Grantmaking (separate license). Trigger keywords: grant management, funding awards, disbursement tranches, grantmaking setup, OFM, FundingAward, FundingDisbursement, FundingAwardRequirement. NOT for recording donor gifts and receipts — use admin/gift-entry-and-processing. NOT for reporting program outcomes to a funder — use admin/program-outcome-tracking-design.

15 repo stars
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Opportunity Management · pranavnagrecha bundle
Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting categories. Use when setting up or restructuring the opportunity lifecycle for Sales Cloud. NOT for forecast types, rollup methods, quotas or manager adjustments — use admin/collaborative-forecasts. NOT for agreeing what the stages and exit criteria should be before any build — use admin/sales-process-mapping. NOT for CPQ pricing or product configuration.

15 repo stars
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Outbound Message Setup · pranavnagrecha bundle
Use when configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — endpoint setup, field selection, retry behavior, and delivery monitoring. NOT for the listener's session ID callback into Salesforce — use integration/outbound-messages-and-callbacks. NOT for JSON webhooks or Flow-triggered pushes — use integration/outbound-webhook-from-salesforce.

15 repo stars
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Pipeline Review Design · pranavnagrecha bundle
Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories into the inspection view, Days in Stage and other deal-change metrics, and pipeline review cadence for sales managers. Use when designing or improving how a team monitors deal health and pipeline movement. NOT for the Revenue Intelligence app, Einstein deal insights, or forecast-accuracy dashboards — use admin/revenue-intelligence-setup. NOT for forecast types, quotas, or forecast hierarchy setup — use admin/collaborative-forecasts.

15 repo stars
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Reports And Dashboards · pranavnagrecha bundle
Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter', 'report subscription', 'dashboard refresh'. NOT for choosing a report type, bucket fields, summary formulas or joined-report limits — use admin/reports-and-dashboards-fundamentals. NOT for Einstein Analytics / CRM Analytics — use admin/einstein-analytics-basics.

15 repo stars
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Saql Query Development · pranavnagrecha bundle
Use this skill when writing, debugging, or optimizing SAQL queries in CRM Analytics — covering pipeline syntax, aggregation, windowing functions (rank, dense_rank, moving_average), cogroup joins, rollup subtotals, piggyback queries, and REST API execution. NOT for SOQL GROUP BY aggregates in Apex — use apex/apex-aggregate-queries. NOT for dashboard JSON steps and bindings — use admin/analytics-dashboard-json.

15 repo stars
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Sharing And Visibility · pranavnagrecha bundle
Use when choosing between Salesforce record-access mechanisms or reviewing the access model end to end. Trigger keywords: OWD, org-wide defaults, record access model, sharing architecture, why can user see too much. NOT for sharing rules - use admin/sharing-rules. NOT for role hierarchy - use admin/role-hierarchy-design.

15 repo stars
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Standard Object Quirks · pranavnagrecha bundle
Guidance on non-obvious runtime behaviors of Salesforce standard objects — polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger isolation, and Activity date fields. NOT for the Activity object model — use admin/activity-and-task-patterns. NOT for writing TYPEOF queries — use apex/apex-polymorphic-soql.

15 repo stars
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Apex Callable Interface · pranavnagrecha bundle
Use when building Apex classes meant to be invoked dynamically — from Flow, external packages, managed-package extensions, or loose-coupling code that cannot directly reference the concrete class. Trigger keywords: Callable, call method, dynamic Apex, action registry, plugin pattern, managed package extension point. NOT for an @InvocableMethod action exposed to Flow — use apex/invocable-methods. NOT for exposing the class as a REST endpoint — use apex/apex-rest-services.

15 repo stars
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Apex JSON Serialization · pranavnagrecha bundle
Use when serializing Apex objects to JSON strings or deserializing JSON responses into Apex types — especially for callout payloads, integration parsing, and controlling null field output. Trigger keywords: 'suppress null fields JSON Apex', 'deserialize JSON into Apex class', 'JSON parse unknown shape', 'TypeException JSON deserialize', 'JSONGenerator streaming'. NOT for shaping a wrapper class for LWC — use apex/apex-wrapper-class-patterns. NOT for REST endpoint response shaping — use apex/apex-rest-services.

15 repo stars
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Apex Queueable Patterns · pranavnagrecha bundle
Use when designing, implementing, reviewing, or debugging Queueable Apex jobs that chain, use the Finalizer interface, pass state across transactions, or need controlled async depth. Trigger keywords: 'Queueable', 'System.enqueueJob', 'Finalizer', 'QueueableContext', 'AsyncOptions', 'stack depth', 'chained queueable'. NOT for choosing Queueable vs Batch — use apex/async-apex. NOT for large-volume chunked record processing — use apex/batch-apex-patterns.

15 repo stars
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Apex Wsdl2apex Patterns · pranavnagrecha bundle
Use when consuming a third-party SOAP web service from Apex by generating proxy classes from a WSDL — covers the Setup > Apex Classes > Generate from WSDL tool, WSDL pre-processing for the parser's limits, the generated stub's `_x` HTTP control properties, Named Credential wiring, SOAP fault handling, and WebServiceMock testing. Triggers: 'generate Apex from WSDL', 'wsdl2apex', 'WSDL parse error xsd:choice', 'outbound SOAP callout from Apex', 'WebServiceCalloutException not caught'. NOT for Salesforce-as-SOAP-server (enterprise/partner WSDL — use integration/soap-api-patterns), REST callouts (use apex/callouts-and-http-integrations), or generic HTTP retry (use apex/apex-callout-retry-and-resilience).

15 repo stars
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Cti Adapter Development · pranavnagrecha bundle
Use when building or debugging a browser-based CTI softphone adapter using the Salesforce Open CTI JavaScript API — covers callcenter.xml definition, Lightning utility item registration, core API methods (enableClickToDial, onClickToDial, screenPop, setSoftphonePanelHeight, saveLog), call logging as Task, and the lightning-click-to-dial LWC component. NOT for Service Cloud Voice / Amazon Connect setup — use admin/service-cloud-voice-setup. NOT for Omni-Channel routing — use admin/omni-channel-routing-setup.

15 repo stars
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Custom Metadata In Apex · pranavnagrecha 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 the Setup-side CMT vs Custom Settings choice — use admin/custom-metadata-types-and-settings. NOT for Hierarchy Custom Settings — use apex/apex-custom-settings-hierarchy.

15 repo stars
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Fsc Document Generation · pranavnagrecha 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 — use omnistudio/document-generation-omnistudio. NOT for KYC/AML data collection setup — use admin/compliance-documentation-requirements.

15 repo stars
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PDF Generation Patterns · pranavnagrecha bundle
Generating PDF documents from Salesforce using Visualforce renderAs='pdf', PageReference.getContentAsPDF(), and ContentVersion storage. Covers the Flying Saucer rendering engine constraints, inline CSS requirements, server-side data loading, LWC PDF limitations, and programmatic PDF attachment to records. NOT for Quote PDF template customization (use apex/quote-pdf-customization). NOT for OmniStudio DocGen document generation. NOT for Salesforce Reports exported as PDF.

15 repo stars
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Quote PDF Customization · pranavnagrecha bundle
Customizing Salesforce Quote PDFs using Visualforce: custom VF-based quote templates, dynamic section rendering, multi-language layouts, logo placement via static resources, and programmatic PDF generation with PageReference.getContentAsPDF(). Use when standard declarative quote templates are insufficient or when CPQ/OmniStudio is not licensed. NOT for LWC-based document generation (use omnistudio/document-generation-omnistudio). NOT for OmniStudio DocGen templates. NOT for standard quote template drag-and-drop editor.

15 repo stars
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Soql Using Scope Clause · pranavnagrecha bundle
Use when writing or reviewing a SOQL query (in Apex, a selector, or via the API) that must return only a subset of records defined by ownership, team, territory, delegation, or an active scoping rule — through the optional USING SCOPE filterScope clause (mine, everything, team, delegated, my_territory, my_team_territory, mine_and_my_groups, scopingRule) placed after FROM and before WHERE. Also covers the mandatory USING SCOPE EVERYTHING requirement for the Scoping Rules SOQL operator. NOT for plain SELECT / WHERE / ORDER BY syntax — use apex/soql-fundamentals. NOT for WITH USER_MODE or CRUD/FLS enforcement — use apex/soql-security. NOT for the with sharing / without sharing choice — use apex/apex-with-without-sharing-decision. NOT the Metadata API ListView filterScope enum (different casing and value set), and NOT for authoring scoping rules beyond their SOQL-operator criteria.

15 repo stars
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Ha Dr Architecture · pranavnagrecha bundle
Designing high availability and disaster recovery strategies for Salesforce: Trust site monitoring, backup strategies, cross-region considerations, business continuity planning, RTO/RPO target definition, and failover patterns for integrations. Use when designing org resilience architecture, planning for outages, or defining recovery objectives. NOT for picking a backup product or restore mechanics — use data/salesforce-backup-and-restore. NOT for a security posture review — use architect/security-architecture-review.

15 repo stars
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Multi Org Strategy · pranavnagrecha 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 topology, refresh cadence and masking — use admin/sandbox-strategy. NOT for building the cross-org sync itself (S2S, cross-org Platform Events, Salesforce Connect) — use integration/salesforce-to-salesforce-integration.

15 repo stars
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Analytics External Data · pranavnagrecha 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 Salesforce object sync, sync schedules, or sync errors in Data Manager — use admin/analytics-data-manager. NOT for importing data into Salesforce objects themselves — use admin/data-import-and-management.

15 repo stars
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Commerce Analytics Data · pranavnagrecha 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. NOT for CRM Analytics platform configuration, Einstein Analytics, or Experience Cloud analytics — use data/analytics-data-governance.

15 repo stars
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Commerce Inventory Data · pranavnagrecha 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 van stock, ProductItem and ProductTransfer — use admin/fsl-inventory-management. NOT for designing OCI integration and split-order fulfillment routing — use architect/order-management-architecture.

15 repo stars
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Data Cloud Data Streams · pranavnagrecha 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 choosing the DSO/DLO/DMO layering and identity-resolution strategy up front — use architect/data-cloud-architecture. NOT for designing the DMO schema itself — use data/data-cloud-data-model-objects.

15 repo stars
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Data Migration Planning · pranavnagrecha 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 admin/data-import-and-management. NOT for schema or data model design — use data/data-model-design-patterns.

15 repo stars
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Data Storage Management · pranavnagrecha 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 archiving aging records to Big Objects or external storage (S3, Heroku) — use data/data-archival-strategies. NOT for Case and EmailMessage storage bloat in Service Cloud — use data/service-data-archival.

15 repo stars
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Health Cloud Data Model · pranavnagrecha bundle
Use this skill when choosing, enabling, or querying Health Cloud clinical data objects — including the dual-layer architecture of legacy managed-package EHR objects (HC24__ namespace) and FHIR R4-aligned standard objects (ClinicalEncounter, HealthCondition, CarePlan, etc.). Covers setup prerequisites, object relationships, and migration considerations. NOT for mapping a specific FHIR R4 resource field-by-field onto these objects — use data/fhir-data-mapping. NOT for calling the FHIR Healthcare API or the SObject API against clinical data — use apex/health-cloud-apis.

15 repo stars
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Soql Query Optimization · pranavnagrecha bundle
Use when a SOQL query is running slowly, causing timeouts, or returning UNABLE_TO_LOCK_ROW errors in large data volume orgs. Covers index-aware query writing, selectivity rules, the Query Plan tool, skinny tables, and dynamic field-set queries. Triggers: slow soql query, query timeout, non-selective query, query plan tool, index usage, soql optimization, large object performance. NOT for org-wide large-data-volume architecture — ownership or account data skew, Big Object archival, tens of millions of rows on one object — use architect/large-data-volume-architecture. NOT for the custom-index or composite-index request itself — use data/custom-index-requests. NOT for Apex CPU or heap governor limits — use apex/apex-cpu-and-heap-optimization. NOT for writing basic SOQL — use apex/soql-fundamentals.

15 repo stars
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Change Set Deployment · pranavnagrecha bundle
Use when uploading, validating, or deploying a change set between Salesforce orgs through Setup UI. Trigger keywords: 'change set upload', 'validate change set', 'deploy inbound change set', 'change set stuck', 'missing dependency change set', 'change set component error'. NOT for release planning or rollback strategy — use admin/change-management-and-deployment. NOT for DevOps Center pipelines — use devops/devops-center-pipeline. NOT for scripted or CI/CD deploys — use devops/salesforce-cli-automation.

15 repo stars
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Deployment Monitoring · pranavnagrecha bundle
Live and historical status of a Salesforce metadata deployment: Metadata API checkDeployStatus, REST deployRequest polling, the Deployment Status Setup page, DeployResult status enum, component error triage, deploy queue concurrency, 30-day history limit. NOT for whether the change actually works now that it landed — use devops/post-deployment-validation. NOT for reverting a bad deploy — use devops/rollback-and-hotfix-strategy.

15 repo stars
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Scratch Org Snapshots · pranavnagrecha bundle
Use Scratch Org Snapshots to reduce CI bring-up time from 10–20 minutes to under 2. NOT for persistent sandbox provisioning — use devops/scratch-org-pools.

15 repo stars
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Flow Apex Defined Types · pranavnagrecha bundle
Design and use Apex-Defined Types as Flow variables for structured non-sObject data (HTTP callout payloads, External Service responses, complex configuration). Trigger keywords: apex-defined type, flow variable. NOT for building HTTP Callout Actions themselves, External Services schema, or raw Apex — use flow/flow-external-services.

15 repo stars
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Flow Open A Page Action · pranavnagrecha bundle
Use when a Screen Flow needs to send the user to another page — the native Open a Page action (Summer '26) that opens a Salesforce record or an external URL directly from a flow. NOT for launching or embedding a flow — use flow/screen-flows. NOT for a custom navigation LWC — use flow/flow-screen-lwc-components.

15 repo stars
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Lwc Cross Tab State Sync · pranavnagrecha bundle
Use when an LWC needs to react to events that happen in another browser tab — record updates, login state, draft autosave, console-tab navigation. Triggers: 'sync data across tabs', 'BroadcastChannel LWC', 'storage event fallback'. NOT for state sync within the same Lightning page — use lwc/component-communication. NOT for console tab and utility bar APIs — use lwc/lwc-console-workspace-api.

15 repo stars
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Lwc Forms And Validation · pranavnagrecha bundle
Use when building or reviewing Lightning Web Component form UX, especially the choice between `lightning-record-edit-form` and custom inputs, client-side validation with `reportValidity()`, server-side validation feedback, and file upload flows. NOT for Flow screen design or Apex-only validation logic — use lwc/lwc-lightning-record-forms.

15 repo stars
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Lwc Internationalization · pranavnagrecha bundle
Build LWCs with translation, locale-aware formatting, and RTL layouts. Triggers: LWC i18n, custom labels LWC, RTL layout. NOT for Translation Workbench admin setup — use admin/custom-label-management. NOT for org-wide multi-language config — use admin/multi-language-and-translation.

15 repo stars
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Lwc Public API Hardening · pranavnagrecha bundle
Use when an LWC exposes `@api` properties, `@api` methods, or design attributes in `<targetConfig>` and you need a defensive, predictable public contract. Covers runtime type coercion (the `@api` decorator does NOT validate types), required-prop checks, and design attributes. NOT for component-to-component messaging (use lwc/component-communication) or reactive state — use lwc/lwc-reactive-state-patterns.

15 repo stars
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Lwc Typescript Migration · pranavnagrecha bundle
Plan, execute, and verify a Lightning Web Components JavaScript-to-TypeScript migration with an explicit Salesforce toolchain strategy, bundle-by-bundle sequencing, Lightning base-component types, generated-output ownership, tests, and rollback. Trigger keywords: migrate LWC to TypeScript, LWC .ts, defaultLwcLanguage, lightning-types, TypeScript LWC build. General TypeScript tutorials and non-Salesforce web applications are outside this package. NOT for performance refactoring unrelated to the language migration — use lwc/lwc-performance.

15 repo stars
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Message Channel Patterns · pranavnagrecha bundle
Lightning Message Service — MessageChannel metadata, publish/subscribe across DOM boundaries. Triggers: Lightning Message Service, MessageChannel, publish subscribe LWC. NOT for parent-child-only communication — use lwc/component-communication. NOT for legacy pubsub — use lwc/lwc-pubsub-patterns.

15 repo stars
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Guest User Security · pranavnagrecha bundle
Use when hardening the Experience Cloud guest user profile, controlling unauthenticated access to records and Apex, or investigating data exposure through guest SOQL. Covers object permissions, sharing model enforcement for unauthenticated users, and Apex execution context. NOT for Experience Cloud site creation (use Experience Cloud skills) or for authenticated external user security (use security/experience-cloud-security).

15 repo stars
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Platform Encryption · pranavnagrecha bundle
Use this skill when deciding which Salesforce fields to encrypt at rest, choosing between deterministic and probabilistic schemes, and managing tenant secrets and keys. Trigger keywords: Shield Platform Encryption, data at rest, AES-256, tenant secret, BYOK, key rotation, encrypted search. NOT for TLS/transport encryption, Classic Encrypted Text fields, or masking without Shield — use architect/salesforce-shield-architecture.

15 repo stars
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Salesforce Agentforce · pranavnagrecha bundle
Router for the 53 SfSkills `agentforce` skill packages. Agentforce and Einstein: agents, topics, actions, prompt templates, grounding, guardrails, evaluation and production readiness. Use when the request mentions Agentforce, agent topic, agent action, prompt builder, Einstein, Trust Layer, grounding, RAG, guardrails, agent evaluation, prompt injection. Finds and opens the exact skill package to read; it does not contain the guidance itself.

15 repo stars
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Salesforce Omnistudio · pranavnagrecha bundle
Router for the 34 SfSkills `omnistudio` skill packages. OmniStudio: OmniScripts, FlexCards, DataRaptors, Integration Procedures, Business Rules Engine and DataPack deployment. Use when the request mentions OmniStudio, OmniScript, FlexCard, DataRaptor, Integration Procedure, Business Rules Engine, calculation procedure, DataPack, Vlocity. Finds and opens the exact skill package to read; it does not contain the guidance itself.

15 repo stars
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Analytics Recipe Design · pranavnagrecha bundle
Use this skill when designing or building CRM Analytics Data Prep recipes — including node selection, join patterns, bucket field configuration, formula expressions, and scheduling. Triggers: 'build a recipe', 'join datasets in analytics', 'bucket a measure field', 'schedule a recipe', 'data prep transformation'. NOT for dataflow JSON and its node types — use admin/analytics-dataflow-development. NOT for tuning a slow or oversized dataset — use data/analytics-dataset-optimization.

15 repo stars
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B2b Vs B2c Requirements · pranavnagrecha bundle
Use this skill to determine whether a Salesforce Commerce project should use B2B Commerce (account-gated, BuyerGroup-based, contract pricing) or D2C Commerce (consumer storefront, guest checkout, individual-based). Trigger keywords: B2B vs B2C, commerce platform selection, buyer journey, account-based purchasing, consumer storefront, licensing decision. NOT for implementation mechanics — use admin/b2b-commerce-store-setup or admin/b2c-commerce-store-setup for configuration work. NOT for Salesforce B2C Commerce (SFCC/Business Manager) setup.

15 repo stars
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Apex Metadata API · pranavnagrecha bundle
Creates or updates Salesforce metadata components at runtime from Apex using the Metadata namespace, including custom fields, objects, picklist values, and labels, with asynchronous deployment and callback handling.

15 repo stars
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Apex System Runas · pranavnagrecha bundle
Impersonate a user in Apex tests with System.runAs to verify sharing, profile, and permission-set behavior, and to work around mixed-DML errors in test setup.

15 repo stars
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Debug And Logging · pranavnagrecha bundle
Diagnose Apex behavior with debug logs, structured production logging, and async job monitoring, replacing ad-hoc System.debug habits with durable, queryable observability.

15 repo stars
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Health Cloud Apis · pranavnagrecha bundle
Query healthcare-specific SObjects and use the FHIR R4-aligned Healthcare API, including bundle limits and authentication differences.

15 repo stars
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Invocable Methods · pranavnagrecha bundle
Designs and reviews Apex actions exposed to Flow via @InvocableMethod, focusing on wrapper DTOs, bulk-safe list contracts, and intentional error behavior.

15 repo stars
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Soql Fundamentals · pranavnagrecha bundle
Write and debug SOQL queries covering SELECT syntax, filters, sorting, pagination, relationship traversal, and aggregate functions.

15 repo stars
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Trigger Framework · pranavnagrecha bundle
Designs, reviews, and troubleshoots Apex triggers using a single-trigger-per-object handler pattern with recursion guards and activation bypass.

15 repo stars
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Bulk API Patterns · pranavnagrecha bundle
Implements Bulk API 2.0 REST calls for ingest and query jobs, covering CSV format requirements, locator pagination, and v1 vs v2 selection.

15 repo stars
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Fhir Data Mapping · pranavnagrecha bundle
Maps FHIR R4 clinical resources (Patient, Observation, Condition, CarePlan, CodeableConcept) to Salesforce Health Cloud objects, including prerequisite configuration and cardinality handling.

15 repo stars
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Sosl With Clauses · pranavnagrecha bundle
Guides composing SOSL FIND queries with result-scoping or result-shaping WITH clauses, covering clause order, supported objects, field-type limits, and API-version floors.

15 repo stars
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Lwc Async Patterns · pranavnagrecha bundle
Implements async/await and Promise patterns in Lightning Web Components, covering imperative Apex calls, loading states, error handling, parallel calls, and cancellation with AbortController.

15 repo stars
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Salesforce Apex · pranavnagrecha bundle
Routes Salesforce Apex and SOQL questions to the right skill package from a registry of 158, covering triggers, governor limits, async processing, callouts, security, and tests.

15 repo stars
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Salesforce Data · pranavnagrecha bundle
Routes to the right Salesforce data skill package for data model, migration, bulk loads, query optimization, deduplication, and archival tasks.

15 repo stars
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Salesforce Flow · pranavnagrecha bundle
Routes Salesforce Flow Builder requests to the correct skill package among 63 available, covering record-triggered, screen, scheduled, and orchestration flows, bulkification, fault handling, limits, and testing.

15 repo stars

1,086 published skills · page 10 of 11