PranavNagrecha

@pranavnagrecha source repo

1.1k skills
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15 repo stars
2 weeks ago last updated

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Agent Metric Dashboards · pranavnagrecha bundle
Build the executive KPI dashboard for Agentforce: adoption, deflection, latency, cost, quality — KPI definitions, data sources, CRM Analytics lenses, alert thresholds. NOT for the platform's own session tracing, Agent Analytics and health monitoring — use agentforce/agentforce-observability. NOT for scoring agent answer quality offline — use agentforce/agentforce-eval-harness.

15 repo stars
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Agentforce Eval Harness · pranavnagrecha bundle
Author and run offline evals for Agentforce agents: fixture format, scoring rubrics, hallucination checks, regression baselines, CI integration, prompt-change safety. Trigger keywords: agent eval, hallucination, doesn't hallucinate, agentforce offline evals, rubric for agent response. NOT for deciding which layers of testing the agent needs — use agentforce/agentforce-testing-strategy. NOT for Testing Center, AiEvaluationDefinition or sf agent test runs — use agentforce/agent-testing-and-evaluation.

15 repo stars
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Apex Blob And Content Version · pranavnagrecha bundle
Use when Apex must create, persist, stream, or serve binary files — including uploading from LWC/REST, generating ContentVersion records, chunking large bodies, relating files to records via ContentDocumentLink, and handling the heap/payload limits that trip binary workflows. Triggers: 'ContentVersion VersionData Blob', 'upload file from LWC to Apex', 'large file heap limit Apex', 'ContentDocumentLink sharing'. NOT for the Files data model itself — use data/salesforce-files-architecture. NOT for generating PDFs — use apex/pdf-generation-patterns.

15 repo stars
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Apex Custom Permissions Check · pranavnagrecha bundle
Custom Permissions in Apex: FeatureManagement.checkPermission, $Permission global variable, permission-set gating of feature code, Custom Permission metadata. NOT for creating or assigning the permission in Setup — use admin/custom-permissions. NOT for CRUD/FLS enforcement — use apex/apex-stripinaccessible-and-fls-enforcement.

15 repo stars
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Apex Hardcoded Id Elimination · pranavnagrecha bundle
Remove hardcoded Salesforce record IDs (Profile, RecordType, User, Queue, custom) from Apex and replace with describe-API, name-based SOQL, or Custom Metadata-driven lookups. NOT for record type IDs in Flow, formulas or LWC — use admin/record-type-id-management. NOT for storing the config values themselves — use apex/custom-metadata-in-apex.

15 repo stars
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Apexguru Performance Analysis · pranavnagrecha bundle
Run and interpret the ApexGuru engine in Salesforce Code Analyzer v5 for Apex performance and scalability findings: verify the authenticated target org, scope .cls/.trigger files, capture JSON evidence, triage line-level recommendations, validate fixes, and avoid claiming runtime telemetry the report does not contain. Trigger keywords: ApexGuru scan, apexguru Code Analyzer, Apex performance findings, SOQL scalability issue, AI Apex optimization. NOT for general PMD/security lint — use devops/salesforce-code-analyzer. NOT for Apex debug-log or production transaction profiling.

15 repo stars
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Commerce Search Customization · pranavnagrecha bundle
Use this skill to configure and tune search in B2B Commerce or D2C Commerce storefronts: searchable attributes, facetable attributes, sort rules, search index rebuilds, Einstein product recommendations, and BuyerGroup entitlement visibility. Trigger keywords: commerce search ranking, faceted navigation commerce, search index rebuild, Einstein recommendations storefront, product not appearing in search. NOT for catalog taxonomy and attribute strategy — use admin/commerce-catalog-strategy. NOT for Einstein Search in Lightning Experience — use agentforce/einstein-search-personalization.

15 repo stars
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Custom Logging And Monitoring · pranavnagrecha bundle
Use when designing or implementing a custom logging framework in Apex: log sObject schema, log level gating, retention policies, batch purge jobs, and forwarding logs to external monitoring systems (Splunk, Datadog, etc.). NOT for System.debug vs durable logging — use apex/debug-and-logging. NOT for exception capture — use apex/error-handling-framework.

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

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

15 repo stars
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Record Locking And Contention · pranavnagrecha bundle
Use when diagnosing or preventing UNABLE_TO_LOCK_ROW errors, record lock contention in Apex or Bulk API loads, FOR UPDATE locking, parent-child lock escalation, and deadlock scenarios. Triggers: 'UNABLE_TO_LOCK_ROW', 'record lock contention', 'FOR UPDATE SOQL', 'deadlock', 'lock timeout'. NOT for locks from a Flow — use flow/flow-record-locking-and-contention. NOT for approval-process locking — use admin/approval-processes.

15 repo stars
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Salesforce Debug Log Analysis · pranavnagrecha bundle
Use when the user has captured Salesforce debug logs and needs forensic analysis of runtime behavior — trigger cascades, flow interviews, LWC/Aura @AuraEnabled calls, batch/queueable/future/scheduled Apex, platform events, CDC, validation/workflow/approvals, callouts, DML failures, governor limit hits, managed-package traces, flip-flop fields, UNABLE_TO_LOCK_ROW, INSUFFICIENT_ACCESS, mixed DML. Triggers: '.log file', 'debug log', 'why is this field changing', 'flow cascade', 'CPU timeout', 'heap exceeded', 'UNABLE_TO_LOCK_ROW', 'INSUFFICIENT_ACCESS', 'replay debugger'. NOT for choosing log levels or designing a logging framework (use apex/debug-and-logging), and NOT for setting up trace flags or Developer Console (use apex/debug-logs-and-developer-console).

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

15 repo stars
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Case Deflection Strategy · pranavnagrecha bundle
Use this skill when designing or assessing a Salesforce case deflection program — identifying high-frequency contact reasons, selecting deflection channels, and defining KPIs such as deflection rate and goal completion rate. Trigger keywords: case deflection, self-service, Einstein Conversation Mining, chatbot containment, knowledge-led deflection, contact reason analysis. NOT for the self-service portal UX, search experience and case-form design — use admin/self-service-design. NOT for end-to-end Service Cloud channel and routing architecture — use architect/service-cloud-architecture.

15 repo stars
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Cpq Integration With Erp · pranavnagrecha bundle
Use this skill when designing or troubleshooting an integration between Salesforce CPQ and an ERP system (SAP, Oracle, NetSuite, Microsoft Dynamics). Covers the canonical order transmission trigger, pricing data mastery strategy, amendment delta-quantity handling, and non-blocking inventory checks during quoting. NOT for syncing standard Accounts, Products or Orders with an ERP in an org without CPQ — use architect/sales-cloud-integration-patterns. NOT for moving CPQ Price Rules and quote templates between orgs — use devops/cpq-deployment-administration.

15 repo stars
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Fsl Integration Patterns · pranavnagrecha bundle
Use this skill when designing FSL integrations: ERP parts/inventory sync, GPS/fleet management integration, IoT-triggered work order creation, and customer notification workflows. Trigger keywords: FSL ERP integration, ProductConsumed ERP sync, GPS fleet integration FSL, IoT work order trigger, customer notification FSL integration. NOT for Financial Services Cloud integration design — use architect/fsc-architecture-patterns. NOT for bulk-loading Work Order and Service Appointment history — use data/fsl-work-order-migration.

15 repo stars
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Fsl Offline Architecture · pranavnagrecha bundle
Use this skill when designing FSL Mobile offline-first architecture: data priming strategy, priming limits, conflict resolution patterns, and sync failure handling. Trigger keywords: FSL offline priming, briefcase sync FSL, offline data limits, conflict resolution MERGE_ACCEPT_YOURS, ghost records FSL. NOT for offline in the standard mobile app — use lwc/lwc-mobile-offline-and-briefcase. NOT for installing, branding or extending the FSL mobile app — use admin/fsl-mobile-app-setup.

15 repo stars
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Multi Store Architecture · pranavnagrecha bundle
Multi-store Commerce architecture: shared catalog, localization, multi-currency, multi-language, and regional storefront design for B2B, D2C, and SFCC deployments. Trigger keywords: multi-store, regional storefronts, shared catalog, multi-currency commerce, localization, multiple WebStores. NOT for creating one WebStore with buyer groups and entitlement policies — use admin/b2b-commerce-store-setup. NOT for choosing between B2B Commerce on Core and B2C Commerce (SFCC) — use architect/b2b-vs-b2c-architecture.

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

15 repo stars
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Solution Design Patterns · pranavnagrecha bundle
Use when selecting the right automation layer (Flow, Apex, LWC) for a new feature, reviewing an existing design for technical debt, or troubleshooting a mismatched automation architecture. Triggers: 'should I use Flow or Apex', 'declarative vs programmatic', 'which layer should handle this', 'automation design review', 'should I use LWC or standard components', 'is this over-engineered'. NOT for picking before-save Flow vs trigger vs invocable Apex on one record-save requirement — use admin/process-automation-selection. NOT for Custom Metadata vs Custom Settings, LWC vs Aura or Platform Events vs CDC — use architect/platform-selection-guidance.

15 repo stars
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Attachment To Files Migration · pranavnagrecha bundle
Migrating Classic Notes & Attachments to Salesforce Files (ContentDocument / ContentVersion / ContentDocumentLink): bulk extraction, owner and parent preservation, sharing translation, idempotent re-runs, and post-migration cleanup. Triggers: 'attachments to files', 'notes and attachments migration', 'ContentDocument from Attachment', 'enable Files for Salesforce'. NOT for general file storage strategy (use data/salesforce-files-architecture) or for ContentVersion API patterns in new code (use integration/file-and-document-integration).

15 repo stars
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Bulk API And Large Data Loads · pranavnagrecha bundle
Use when choosing between Bulk API 2.0 and REST/SOAP API for large-volume data operations, sizing batch jobs, monitoring bulk job status, and handling failed records in bulk pipelines. Triggers: bulk api, large data load, batch insert, bulk job, serial vs parallel mode. NOT for Data Loader UI steps (use data-import-and-management) or real-time single-record integrations (use apex/callouts-and-http-integrations).

15 repo stars
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Community User Data Migration · pranavnagrecha bundle
Use to migrate external community/portal user accounts at scale — bulk user creation via Data Loader, license-type moves (Customer Community to Customer Community Plus, or to Partner Community), Customer Portal imports, and Contact/Account hierarchy prerequisites. Trigger keywords: migrate community users, import external users Experience Cloud, bulk create portal users, move users between license types, migrate Customer Community to Partner Community. NOT for adding members, self-registration and login page setup — use admin/experience-cloud-member-management. NOT for a general multi-object data migration — use data/data-migration-planning.

15 repo stars
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Data Cloud Data Model Objects · pranavnagrecha bundle
Use when designing or managing Data Model Objects (DMOs) in Salesforce Data Cloud — covers DMO schema design, subject area governance, data relationships between DMOs, XMD (extended metadata) layer management, data transforms (streaming vs. batch), and mandatory DMO requirements for identity resolution. NOT for configuring source connectors or the DLO-to-DMO ingestion mapping — use data/data-cloud-data-streams. NOT for overall Data Cloud architecture, activation targets or segmentation strategy — use architect/data-cloud-architecture.

15 repo stars
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Einstein Analytics Data Model · pranavnagrecha bundle
Use this skill when working with CRM Analytics (Einstein Analytics) extended metadata (XMD) — the multi-layer metadata system controlling field display labels, aliases, number and date formatting, measure/dimension classification, and dataset versioning. Trigger keywords: XMD API, dataset field formatting CRM Analytics, wave dataset labels, main XMD update, dataset versioning Analytics. NOT for recipe node configuration — use admin/analytics-recipe-design. NOT for dataflow development, node types, and scheduling — use admin/analytics-dataflow-development.

15 repo stars
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External Data And Big Objects · pranavnagrecha bundle
Use this skill when storing large historical datasets in Salesforce using Big Objects, querying them with Async SOQL, or deciding between Big Objects and External Objects for high-volume or external data access patterns. Trigger keywords: big object, async SOQL, AsyncQueryJob, external object, Salesforce Connect, IoT data, audit history, event log archival, Database.insertImmediate, composite index. NOT for reading the data live from the source system instead, via Salesforce Connect and External Objects — use integration/salesforce-connect-external-objects. NOT for planning what to archive and where to reclaim storage — use data/data-archival-strategies.

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

15 repo stars
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Product Catalog Migration Cpq · pranavnagrecha bundle
Use when bulk-loading or migrating Salesforce CPQ product catalog configuration data — SBQQ-namespaced objects including Product2, ProductOption, PriceRule, PriceAction, DiscountSchedule, ConfigurationAttribute, and OptionConstraint — across orgs or from an external source system. Trigger keywords: CPQ bulk load, SBQQ product migration, ProductOption insert order, CPQ trigger disable, price rule migration, CPQ sandbox refresh catalog, bundle migration. NOT for standard product import or CRM product migration — use data/product-catalog-data-model. NOT for loading historical CPQ quotes, contracts, subscriptions, and assets so renewals work — use data/historical-order-migration.

15 repo stars
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Salesforce Backup And Restore · pranavnagrecha bundle
Backup and restore strategy for Salesforce org data — native Backup, third-party, RPO/RTO. Triggers: Salesforce backup, restore strategy, data recovery. NOT for sandbox refresh data — use devops/sandbox-refresh-and-templates. NOT for metadata source control — use devops/salesforce-dx-project-structure.

15 repo stars
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Salesforce Files Architecture · pranavnagrecha bundle
Working with Salesforce Files at the data layer — `ContentVersion` (binary content + version metadata), `ContentDocument` (the shareable parent handle), `ContentDocumentLink` (the sharing / parent-record join), the 2 GB single-file and 10 MB feed-attached limits, the deprecated `Attachment` object, the Classic-only `Document` object, and Files Connect for external sources. Covers SOQL to enumerate files on a record, Apex insert / link patterns, and `ShareType` / `Visibility` sharing implications. NOT for bulk-migrating Classic Attachments and Notes over to Files — use data/attachment-to-files-migration. NOT for the file upload UI in a component — use lwc/file-upload-patterns.

15 repo stars
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Managed Package Development · pranavnagrecha bundle
Building or maintaining Salesforce first-generation managed packages (1GP) for ISV distribution: namespace registration, packaging org structure, PostInstall/UninstallHandler Apex, push upgrades, Flow version management, subscriber org considerations. NOT for choosing between unmanaged, unlocked, 1GP and 2GP — use devops/package-development-strategy. NOT for 2GP packaging — use devops/second-generation-managed-packages.

15 repo stars
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Pipeline Secrets Management · pranavnagrecha bundle
Store and inject Salesforce auth URLs, JWT keys, and API credentials into CI without leaking them. NOT for authoring the GitHub Actions workflow itself — use devops/github-actions-for-salesforce. NOT for secrets Apex reads — use apex/apex-secrets-and-protected-cmdt.

15 repo stars
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Flow Deployment And Packaging · pranavnagrecha bundle
Move a Flow from sandbox to production reliably — source format, version-on-deploy semantics, deploy vs activate, dependency bundling, Change Set vs SFDX vs Unlocked vs Managed, validate-then-quick-deploy, and rollback by activating a prior version. NOT for paused interviews surviving a deploy or the two-active-versions race — use devops/flow-deployment-activation-ordering. NOT for source-tracking conflicts between sandbox and repo — use devops/source-tracking-and-conflict-resolution. NOT for branching strategy — use devops/git-branching-for-salesforce.

15 repo stars
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Flow Get Records Optimization · pranavnagrecha bundle
Optimize Get Records in Flow — filters, field selection, sort/limit, caching, avoiding queries in loops. Triggers: get records, flow SOQL, flow query limit. NOT for Apex SOQL tuning — use flow/flow-governor-limits-deep-dive. NOT for loop bulkification failures — use flow/flow-bulkification.

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

15 repo stars
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Flow Transactional Boundaries · pranavnagrecha bundle
Reason about when a Flow is inside the caller's transaction vs starts its own. Pick Before-Save vs After-Save vs Async Path vs Pause + Resume when transaction boundaries matter. Covers governor-limit sharing, DML sequencing, recoverability, and the limits that reset when a new transaction starts. NOT for choosing Flow vs Apex (use admin/process-automation-selection) or record-triggered design — use flow/record-triggered-flow-patterns.

15 repo stars
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Automotive Cloud Setup · pranavnagrecha bundle
Use this skill when setting up or extending Salesforce Automotive Cloud — including the Vehicle / VehicleDefinition data model, dealer-OEM relationship modeling via AccountAccountRelation, ActionableEvent orchestration. NOT for general Sales Cloud opportunity work on a vehicle product (use admin/opportunity-management) — use architect/industries-data-model.

15 repo stars
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Composite API Patterns · pranavnagrecha bundle
Use when designing, implementing, or troubleshooting Salesforce Composite API requests — covering the /composite/ resource with cross-subrequest referenceId wiring, /composite/sobjects/ bulk CRUD, /composite/tree/ hierarchical inserts, and /composite/batch/ independent subrequest bundling. Triggers: 'composite API', 'sObject Tree', 'sObject Collection', 'composite batch', 'subrequest', 'referenceId', 'allOrNone', 'parent child insert one call', 'bulk CRUD same object', 'batch API requests'. NOT for a single REST call, SOQL query pagination, or API rate limits — use integration/rest-api-patterns. NOT for loading or extracting tens of thousands of records — use integration/bulk-api-2-patterns.

15 repo stars
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Slack Connect Patterns · pranavnagrecha bundle
Use when designing, governing, or troubleshooting Slack Connect channel sharing between two independent organizations. Trigger phrases: external Slack channel collaboration, cross-org Slack channel setup. NOT for Salesforce for Slack app setup or internal single-workspace channels — use integration/slack-salesforce-integration-setup.

15 repo stars
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Slack Workflow Builder · pranavnagrecha bundle
Use this skill when designing or troubleshooting Slack Workflow Builder workflows that call Salesforce — especially the Salesforce connector step Run a Flow, mapping inputs/outputs, handling failures, and understanding limits. Triggers on: Slack Workflow Builder Salesforce, Run a Flow from Slack, autolaunched flow from Slack, Slack automation calling Salesforce. NOT for sending a Slack message or creating a channel FROM a Salesforce Flow — use flow/flow-for-slack. NOT for first connecting the org to the Slack workspace — use integration/slack-salesforce-integration-setup.

15 repo stars
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Experience Cloud Multi Idp Sso · pranavnagrecha bundle
Use this skill when configuring multiple identity providers (OIDC and/or SAML) on a single Experience Cloud site or across tenant-specific portals in the same org — covering auth provider registration, Start SSO URL routing, Federation. NOT for internal Salesforce employee SSO configuration — use architect/experience-cloud-integration-patterns.

15 repo stars
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Tableau Embedding In Lightning · pranavnagrecha bundle
Embed Tableau dashboards and Pulse insights in Lightning pages via Tableau Embedding API. Triggers: Tableau embed Lightning, Tableau Pulse, embedding SDK. NOT for CRM Analytics dashboards — use admin/einstein-analytics-basics.

15 repo stars
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Experience Cloud Security · pranavnagrecha bundle
Use when configuring access controls, sharing, or site security for authenticated or guest Experience Cloud (community) users: external OWD, Sharing Sets, Share Groups, CSP, clickjack protection, guest user record access. NOT for internal sharing model configuration (use sharing-and-visibility) — use data/external-user-data-sharing.

15 repo stars
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Guest User Security Audit · pranavnagrecha bundle
Audit Experience Cloud guest user access — object/field CRUD, sharing, login, and hardening. Triggers: guest user audit, Experience Cloud guest security, site guest profile. NOT for member/community user provisioning — use admin/experience-cloud-member-management. NOT for profile/permset architecture — use admin/permission-sets-vs-profiles.

15 repo stars
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AI Adoption Change Management · pranavnagrecha bundle
Use this skill when planning or executing the human side of an Agentforce or Einstein AI feature rollout — user trust-building, AI-specific training, structured feedback collection via the Feedback API, and adoption measurement via Agentforce Analytics. NOT for turning the Einstein for Sales features on — use agentforce/agentforce-sales-ai-setup. NOT for rollout training with no AI in scope — use admin/change-management-and-training.

15 repo stars
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Change Advisory Board Process · pranavnagrecha bundle
Design, implement, or audit a Change Advisory Board (CAB) process for Salesforce deployments: change classification (standard, normal, emergency), required approvals, deployment gate sequencing, and integration with external ITSM tooling. NOT for scoring how risky one release is - use admin/deployment-risk-assessment. NOT for executing or troubleshooting the deployment itself - use admin/change-management-and-deployment.

15 repo stars
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Commerce Checkout Flow Design · pranavnagrecha bundle
Use this skill when designing the checkout experience for a Salesforce B2B or D2C Commerce storefront — covering runtime model selection (LWR Managed Checkout vs Aura Flow Builder), cart and line-item requirements, payment option scoping, shipping rule definition, and guest vs. registered buyer experience design. Trigger keywords: checkout flow design, checkout UX requirements, LWR vs Aura checkout, guest checkout design, payment options design, shipping rules, checkout experience planning. NOT for configuring the checkout in Setup once designed — use admin/commerce-checkout-configuration. NOT for choosing B2B vs D2C Commerce — use admin/b2b-vs-b2c-requirements.

15 repo stars
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Community Engagement Strategy · pranavnagrecha bundle
Design the engagement model for an Experience Cloud community: reputation levels, ideation, and content contribution strategy. Triggers: 'community engagement strategy', 'gamification Experience Cloud', 'reputation levels setup', 'ideation community portal', 'member recognition program'. NOT for blocking, flagging or approving what members post — use admin/experience-cloud-moderation. NOT for measuring logins, page views or engagement after launch — use data/community-analytics-data.

15 repo stars
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Connected App Troubleshooting · pranavnagrecha bundle
Troubleshooting Connected App OAuth flows — IP relaxation vs IP restriction, refresh token policy traps (default kills the connection on first refresh), session-revocation semantics, the OAuth error-code catalog (`invalid_grant`, `invalid_client_id`, `unsupported_grant_type`), per-user vs admin-pre-approved flows, and the user-policy check (Connected App must be assigned to the user via profile / permset). Covers the Login History debug trail. NOT for designing the OAuth flow itself — use integration/oauth-flows-and-connected-apps. NOT for a SAML / SSO login failure — use security/sso-saml-troubleshooting.

15 repo stars
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Einstein Discovery Deployment · pranavnagrecha bundle
Use this skill when deploying a trained Einstein Discovery model to production records declaratively — activating a prediction definition, mapping output fields to page layouts, adding the Einstein Discovery Action to a Flow, running bulk predict jobs, and monitoring model health via Model Manager UI. Trigger keywords: prediction definition activation, bulk predict job, Einstein Discovery Flow action, Model Manager, prediction field mapping, model refresh activation, scoring job, Einstein Discovery recommendations on record. NOT for authoring the story in CRM Analytics Studio — use admin/einstein-discovery-setup. NOT for programmatic scoring through the API — use agentforce/einstein-discovery-development.

15 repo stars
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Email Deliverability Strategy · pranavnagrecha bundle
Use when configuring or troubleshooting email deliverability for Marketing Cloud or Salesforce orgs: sender authentication (SPF, DKIM, DMARC), private sending domain setup, dedicated IP warm-up, list hygiene practices, and sender reputation monitoring. NOT for building a Marketing Cloud email — use admin/email-studio-administration. NOT for unsubscribe and consent — use admin/consent-management-marketing.

15 repo stars
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Experience Cloud Guest Access · pranavnagrecha bundle
Use when designing or configuring public pages on an Experience Cloud site — guest user profile setup, page-level access settings in Experience Builder, object/field visibility for unauthenticated visitors, and explicit sharing rules that expose data on public pages. Triggers: 'configure public pages Experience Cloud', 'guest user profile setup', 'unauthenticated site access', 'public community page visibility', 'make page visible without login'. NOT for authenticated user features (use admin/experience-cloud-member-management). NOT for security hardening or remediation of guest user exposure (use security/guest-user-security).

15 repo stars
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Experience Cloud SEO Settings · pranavnagrecha bundle
Configure SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure. Triggers: 'configure SEO for community site', 'Experience Cloud page titles meta descriptions', 'sitemap generation community portal', 'robots.txt Experience Cloud', 'noindex Experience Builder page'. NOT for creating the site, LWR vs Aura, or custom domain setup — use admin/experience-cloud-site-setup. NOT for pages a crawler cannot reach because the guest user lacks access — use admin/experience-cloud-guest-access.

15 repo stars
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Household Model Configuration · pranavnagrecha bundle
Use this skill when configuring the Financial Services Cloud (FSC) household data model — including Household record type setup, Primary Group assignment, ACR-based membership, rollup field inclusion, and batch rollup scheduling. NOT for NPSP household account configuration (use admin/npsp-household-accounts), non-FSC Account hierarchies, or standard Contact-Account relationships outside of FSC.

15 repo stars
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Integration Pattern Selection · pranavnagrecha bundle
Use this skill to select the right Salesforce integration pattern — from point-to-point to event-driven to hub-and-spoke — by applying the official Salesforce two-axis decision framework (integration type × timing) to a business integration scenario. Trigger keywords: integration pattern decision, choose integration approach, Salesforce integration architecture, when to use platform events vs API, integration type selection. NOT for implementation of any specific integration pattern (use domain-specific integration skills), MuleSoft architecture (use architect/mulesoft-anypoint-architecture), or middleware vendor selection.

15 repo stars
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Knowledge Base Administration · pranavnagrecha bundle
Use this skill when setting up, configuring, or managing Salesforce Lightning Knowledge — enabling the feature, designing record types on Knowledge__kav, configuring Data Categories for organization and visibility control, setting up publishing workflows, and layering approval processes. Trigger keywords: Lightning Knowledge setup, Knowledge article record types, Data Category visibility, Knowledge publishing workflow, Knowledge__kav configuration. NOT for converting Classic Article Types to Lightning — use admin/knowledge-classic-to-lightning. NOT for bulk-loading articles from an external help center — use data/knowledge-article-import.

15 repo stars
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Mcae Lead Scoring And Grading · pranavnagrecha bundle
Use this skill when configuring MCAE (Account Engagement / Pardot) lead scoring models, grading profiles, score decay rules, or automation rules that fire on score/grade thresholds. Covers: scoring point values per activity, score decay for inactivity, Profiles for fit grading, combined MQL definitions (Score + Grade), and automation rules vs completion actions. NOT for defining the MQL model before build — use admin/lead-scoring-requirements. NOT for Engagement Studio nurture programs — use admin/lead-nurture-journey-design.

15 repo stars
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Portal Requirements Gathering · pranavnagrecha bundle
Use when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site. Triggers: 'gathering requirements for customer portal', 'planning Experience Cloud site', 'what license for community portal', 'portal user journey mapping', 'self-service requirements'. NOT for building the site in Experience Builder — use admin/experience-cloud-site-setup. NOT for designing the deal-registration and MDF processes themselves — use admin/partner-community-requirements.

15 repo stars
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Record Type Strategy At Scale · pranavnagrecha bundle
Use when designing or refactoring record types across objects with many profiles, business processes, or picklist variations. Covers layout assignment explosion, Dynamic Forms migration, and record type ID portability. NOT for basic record type setup or page layout assignment — use admin/record-types-and-page-layouts. NOT for converting one page layout to Dynamic Forms — use admin/dynamic-forms-migration.

15 repo stars
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Record Types And Page Layouts · pranavnagrecha bundle
Use when designing, auditing, or simplifying Record Types and Page Layouts. Triggers: 'record type', 'page layout', 'different picklist values', 'different fields per team', 'dynamic forms'. NOT for layout explosion across many profiles — use admin/record-type-strategy-at-scale. NOT for sharing rules — use admin/sharing-and-visibility. NOT for FLS — use admin/permission-sets-vs-profiles.

15 repo stars
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Requirements Gathering For Sf · pranavnagrecha bundle
Eliciting, documenting and structuring requirements for a Salesforce implementation: stakeholder discovery interviews, As-Is and To-Be process mapping, and gap analysis against standard Salesforce capability. Trigger keywords: requirements gathering, user story, As-Is To-Be, gap analysis, stakeholder interview, process mapping, business requirements, fit gap. NOT for authoring the user stories themselves - use admin/user-story-writing-for-salesforce. NOT for scoring requirements against a specific org - use admin/fit-gap-analysis-against-org. NOT for technical design decisions - use architect/solution-design-patterns.

15 repo stars
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Salesforce Support Escalation · pranavnagrecha bundle
Open, classify, and escalate support cases with Salesforce Technical Support via the Help portal: choosing severity, engaging Premier Success, the Escalate to Technical Support Management path, tracking incidents on the Trust site. NOT for escalating your own org's cases after N hours - use admin/escalation-rules. NOT for SLA milestone timers and entitlement processes - use admin/entitlements-and-milestones.

15 repo stars
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Service Console Configuration · pranavnagrecha bundle
Use this skill to configure a Lightning Service Console app in Salesforce — Console Navigation (split view), workspace tabs and subtabs, the utility bar with Omni-Channel, Macros and History, Quick Text, keyboard shortcuts, and navigation rules per object. Trigger keywords: Service Console, console app, workspace tabs, subtabs, utility bar macros, Omni-Channel utility, split view, Quick Text, console navigation rules, keyboard shortcuts service console. NOT for opening or refreshing console tabs from code — use lwc/lwc-console-workspace-api. NOT for Omni-Channel routing setup — use admin/omni-channel-routing-setup.

15 repo stars
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Territory Design Requirements · pranavnagrecha bundle
Requirements for a Salesforce Enterprise Territory Management (ETM) territory design: alignment criteria, coverage model selection, assignment rule logic, hierarchy depth and breadth, and user-to-territory ratios. Trigger keywords: territory design, territory alignment, territory model requirements, sales coverage model, territory criteria, geographic territory, named account territory, overlay territory. NOT for ETM setup steps — use admin/enterprise-territory-management. NOT for loading territory assignment data — use data/territory-data-alignment.

15 repo stars
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Agent Channel Deployment · pranavnagrecha bundle
Use when deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile. Triggers: 'deploy agent to website', 'add Agentforce to Slack', 'enable agent for mobile app', 'configure embedded service for agent', 'agent API for custom integration', 'multi-channel agent deployment'. NOT for agent logic design — use agentforce/agent-topic-design or agentforce/agent-actions for topics, instructions, and action contracts.

15 repo stars
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Agentexchange Publishing · pranavnagrecha bundle
Use when an ISV or consulting partner is creating, pricing, publishing, or maintaining an AgentExchange listing through the Partner Console — covers the listing plan, the 5-step Listing Builder workflow (Fill in the Basics, Set Pricing, Add Details, Link Your Solution, Grow Your Business), commercialization models (revenue share vs. annual fee vs. freemium), AgentExchange Checkout setup (Stripe connection, pricing plans, fees, geographic eligibility), Private Offers, Security Review gating, and post-publish listing updates. NOT for building the agent or managed package itself (use agentforce/agentforce-agent-creation and devops/second-generation-managed-packages), NOT for LMA/Trialforce licensing internals (use devops/isv-license-management-and-trialforce), and NOT for the customer-side install experience.

15 repo stars
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Agentforce Observability · pranavnagrecha bundle
Use when monitoring Agentforce agent sessions, analyzing conversation logs, measuring deflection rates, or diagnosing agent performance issues. Triggers: 'agentforce session analytics', 'how to query agent conversation data', 'monitor agentforce agent effectiveness', 'agent deflection rate', 'utterance analysis agentforce'. NOT for Trust Layer audit logging — use agentforce/einstein-trust-layer. NOT for designing the topic boundaries and guardrails that cause the misrouting you are seeing in the data — use agentforce/agentforce-guardrails.

15 repo stars
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Agentforce Pii Redaction · pranavnagrecha bundle
Redact PII in your own code before it reaches Agentforce prompts, models, and logs. Trigger keywords: agentforce pii, pii redaction, data masking llm, prompt pii filter, audit pii leakage. NOT for turning on the platform's own masking, zero-retention and audit-trail controls — use agentforce/einstein-trust-layer. NOT for masking PII in a refreshed sandbox — use security/sandbox-data-masking.

15 repo stars
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MCP Tool Definition Apex · pranavnagrecha bundle
Use this skill to implement custom Apex MCP tool classes by extending McpToolDefinition from the salesforce-mcp-lib package. Covers inputSchema(), validate(), and execute() override patterns, JSON schema construction, SOQL and DML inside tools, error handling, and tool registration in the Apex REST endpoint. Trigger keywords: McpToolDefinition, extend McpToolDefinition, Apex MCP tool, mcp-tool Apex, JSON-RPC tool, salesforce-mcp-lib tool class. NOT for a native Agentforce agent action — use agentforce/custom-agent-actions-apex. NOT for the initial server install and npm proxy setup — use agentforce/salesforce-mcp-server-setup.

15 repo stars
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Model Builder And Byollm · pranavnagrecha bundle
Use when configuring Model Builder in Salesforce to register external LLMs or select standard models for Agentforce and Einstein features. Covers model registration, API key configuration, model aliases, and cost/performance tradeoffs. NOT for deciding the model-tier or multi-agent platform strategy before you register anything — use architect/ai-platform-architecture. NOT for Trust Layer configuration — use agentforce/einstein-trust-layer.

15 repo stars
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Prompt Builder Templates · pranavnagrecha bundle
Use when creating, reviewing, or troubleshooting Prompt Builder templates (Field Generation, Record Summary, Sales Email, or Flex types), including grounding with merge fields, Flow, or Apex. Trigger keywords: prompt template, Prompt Builder, field generation, record summary, sales email template, flex template, grounding, merge fields, LLM template, Einstein generative AI. NOT for versioning, promoting or rolling back a template — use agentforce/prompt-template-versioning. NOT for Data Cloud vector-search RAG pipelines that ground an agent (chunking, embeddings, retrievers) — use agentforce/rag-patterns-in-salesforce.

15 repo stars
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Prompt Injection Defense · pranavnagrecha bundle
Red-team an Agentforce agent against prompt-injection and jailbreak attacks; codify adversarial test cases and guardrails, scoped to the agent boundary rather than general application-security review. NOT for the overall agent test plan (topic coverage, golden sets, regression harness) — use agentforce/agentforce-testing-strategy. NOT for keeping PII out of prompts, model calls and logs — use agentforce/agentforce-pii-redaction.

15 repo stars
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Sf To LLM Data Pipelines · pranavnagrecha bundle
Use this skill when extracting Salesforce data for consumption by external LLMs or vector stores outside the Salesforce ecosystem — covering Bulk API v2 extraction patterns, PII scrubbing before transmission, chunking and embedding pipelines that run in external infrastructure, and non-Data-Cloud vector store ingestion (Pinecone, pgvector, Weaviate, OpenSearch). Trigger keywords: export Salesforce data to external LLM, Bulk API extract for embeddings, send Salesforce records to OpenAI, pipe Salesforce data to Pinecone, PII scrubbing before LLM, external vector store ingestion. NOT for vector search and grounding inside Salesforce Data Cloud — use agentforce/rag-patterns-in-salesforce. NOT for registering an external LLM inside Salesforce — use agentforce/model-builder-and-byollm.

15 repo stars
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Apex Cpu And Heap Optimization · pranavnagrecha bundle
Use when diagnosing or preventing Apex CPU time and heap size problems, including nested-loop refactors, JSON memory pressure, string work, and `Limits.getCpuTime()` checkpoints. Triggers: 'CPU time limit exceeded', 'heap size too large', 'string concatenation', 'regex in loop', 'Limits.getCpuTime'. NOT for generic SOQL/DML governor-limit basics — use apex/governor-limits. NOT for runtime limit guard clauses — use apex/apex-limits-monitoring.

15 repo stars
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Apex Custom Settings Hierarchy · pranavnagrecha bundle
Use when reading or writing Hierarchy Custom Settings from Apex to resolve per-user/per-profile/org configuration. Covers `getInstance()` resolution order, DML cost, cache semantics, and when to prefer Custom Metadata Types instead. NOT for Custom Metadata Types in Apex — use apex/custom-metadata-in-apex. NOT for the CMT vs Custom Settings choice — use admin/custom-metadata-types-and-settings.

15 repo stars
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Apex Flow Invocation From Apex · pranavnagrecha bundle
Use when invoking Autolaunched Flows from Apex via `Flow.Interview.createInterview`. Covers parameter typing, output retrieval, governor boundaries, and when to inline logic instead. NOT for writing the `@InvocableMethod` class a Flow calls — use apex/invocable-methods. NOT for starting the same flow from the REST API, a Platform Event, or a subflow — use flow/auto-launched-flow-patterns.

15 repo stars
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Apex Soql Relationship Queries · pranavnagrecha bundle
Use this skill when writing or debugging SOQL relationship queries in Apex — child-to-parent dot notation traversal, parent-to-child subqueries, polymorphic TYPEOF projection and `.Type` type filtering, and FROM-clause alias notation for implicit-join filtering. Trigger keywords: relationship query, subquery, dot notation, getSObjects, TYPEOF, What.Type filter, WhatId, WhoId, alias notation. NOT for aggregate queries — use apex/apex-aggregate-queries. NOT for SOSL text search — use data/sosl-search-patterns.

15 repo stars
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Apex Trigger Context Variables · pranavnagrecha bundle
Apex Trigger.new / Trigger.old / Trigger.newMap / Trigger.oldMap / Trigger.isInsert etc.: when each is populated, null-safety, recursion depth, trigger event matrix. NOT for trigger framework / handler architecture and one-trigger-per-object design — use apex/trigger-framework. NOT for bulk patterns and Map<Id, SObject> collection handling — use apex/apex-collections-patterns.

15 repo stars
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Callouts And HTTP Integrations · pranavnagrecha bundle
Use when building, reviewing, or debugging outbound Apex HTTP callouts, Named Credentials, request/response handling, timeout behavior, or mock-based tests. Triggers: 'HttpRequest', 'Named Credential', 'callout exception', 'uncommitted work pending', 'HttpCalloutMock'. NOT for exposing Apex as an inbound REST endpoint — use apex/apex-rest-services. NOT for SOAP callouts generated from a WSDL — use apex/apex-wsdl2apex-patterns. NOT for the per-transaction callout ceiling or moving callouts async to stay under it — use integration/callout-limits-and-async-patterns.

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

15 repo stars
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Soql Outer Join Null Semantics · pranavnagrecha bundle
Use when a SOQL child-to-parent relationship query returns more records than expected because relationship queries behave like an outer join — rows with a null foreign key still come back, `WHERE Parent.Field = null` returns children even when the parent record does not exist, Boolean fields compare as false instead of null, and ORDER BY / OR clauses keep the null-foreign-key rows. Also covers the base null-in-WHERE syntax: SOQL has no `IS NULL` / `IS NOT NULL` — filter with `= null` / `!= null` — and an explicit `!= null` guard helps query performance. Trigger keywords: soql outer join, null foreign key, WHERE Parent.Field = null, boolean field = null, relationship query returning null-parent rows, AccountId/WhatId is null, SOQL IS NULL / IS NOT NULL not supported, filter nulls for query performance. NOT for NULLS FIRST/NULLS LAST sort placement (use apex/soql-null-ordering-patterns), general relationship-query syntax and subqueries (use apex/apex-soql-relationship-queries), or SOQL injection / CRUD-FLS enfo

15 repo stars
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Timezone And Datetime Pitfalls · pranavnagrecha bundle
Use when writing or reviewing Apex, SOQL, or Flow logic that involves Date or Datetime fields: scheduling jobs, comparing dates across timezones, displaying Datetime values to users, filtering records by date literals, or persisting Datetime from external systems. NOT for calendar UI component layout, time-zone configuration in org settings, or Salesforce Connect external object date mapping. NOT for grouping or filtering a query by calendar/fiscal period (CALENDAR_MONTH, FISCAL_QUARTER) — use apex/soql-date-functions. NOT for returning locale-formatted query output via FORMAT() — use apex/soql-format-function-localization.

15 repo stars
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Cpq Architecture Patterns · pranavnagrecha bundle
CPQ solution architecture covering bundle design, pricing engine performance, multi-currency strategy, and integration patterns. Trigger keywords: CPQ architecture, quote scalability, bundle design, QCP performance, CPQ integration, large quote, pricing waterfall, ServiceRouter. NOT for a quote that already calculates slowly or times out — use data/cpq-performance-optimization. NOT for configuring individual Price Rules or Discount Schedules — use admin/cpq-pricing-rules.

15 repo stars
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Einstein Bot Architecture · pranavnagrecha bundle
Use when designing conversational AI architecture on Salesforce: Einstein Bot dialog design, Agentforce Agent topic planning, intent models, NLU training strategy, bot-to-agent handoff, escalation paths, knowledge article surfacing, and bot analytics. Triggers: 'einstein bot architecture', 'agentforce dialog design', 'bot handoff to agent', 'intent model training'. NOT for multi-agent orchestration or Atlas Reasoning Engine behavior - use architect/conversational-ai-architecture. NOT for the fallback and escalation wording itself - use admin/agent-conversation-design.

15 repo stars
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Event Driven Architecture · pranavnagrecha bundle
Use when making architectural style decisions about whether and how to adopt event-driven architecture (EDA) for a Salesforce solution — including selecting a bus pattern, deciding between choreography and orchestration, designing event schema, and evaluating event sourcing feasibility. Triggers: 'should we use event-driven architecture or request-reply for this integration', 'designing an event mesh for Salesforce enterprise integration', 'choreography vs orchestration for our multi-system workflow', 'when does EDA add more complexity than value', 'how to architect event sourcing on Salesforce'. NOT for Platform Events implementation (use integration/event-driven-architecture-patterns). NOT for selecting between specific Salesforce event mechanisms such as Platform Events, CDC, or Pub/Sub API (use integration/event-driven-architecture-patterns).

15 repo stars
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Fsc Architecture Patterns · pranavnagrecha bundle
Use when designing or reviewing a Financial Services Cloud (FSC) solution architecture covering data model selection, Compliant Data Sharing design, integration strategy, and compliance framework alignment. Triggers: 'should I use the managed-package FSC data model or the platform-native model', 'how do I design Compliant Data Sharing for cross-team visibility in FSC', 'FSC integration architecture with core banking', 'which data model does FSC use for households and financial accounts'. NOT for individual FSC feature configuration (use admin/household-model-configuration or admin/financial-account-setup), NOT for person account mechanics outside FSC context (use data/person-accounts), NOT for generic sharing-rule design without FSC compliance requirements (use data/external-user-data-sharing).

15 repo stars
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Knowledge Taxonomy Design · pranavnagrecha bundle
Use when designing or restructuring a Salesforce Knowledge taxonomy: Data Category Group structure, hierarchy depth, article type selection, article lifecycle governance (Draft/Published/Archived), Validation Status gating, and content gap analysis via KCS methodology and Search Activity Gaps. Triggers: knowledge taxonomy design, data category hierarchy, knowledge article lifecycle, knowledge governance model, KCS content gap analysis, search activity gaps, knowledge category structure. NOT for enabling Lightning Knowledge, Knowledge__kav record types or Data Category visibility setup — use admin/knowledge-base-administration. NOT for choosing Salesforce Knowledge vs an external CMS — use architect/knowledge-vs-external-cms.

15 repo stars
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Knowledge Vs External Cms · pranavnagrecha bundle
Use when deciding between Salesforce Knowledge, an external CMS (Contentful, WordPress, AEM), or a hybrid content strategy. Triggers: 'should we use Salesforce Knowledge or a CMS', 'content federation across Salesforce and headless CMS', 'CMS Connect for Experience Cloud', 'agent-facing vs customer-facing content architecture'. NOT for setting up CMS workspaces, content types or publishing — use admin/experience-cloud-cms-content. NOT for building a React or mobile frontend on the CMS delivery API — use lwc/headless-experience-cloud.

15 repo stars
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Technical Debt Assessment · pranavnagrecha bundle
Use when auditing a Salesforce org for technical debt: dead code, unused automations, overlapping Flow and Apex triggers, deprecated features, configuration complexity, and legacy patterns. Triggers: technical debt review, org health check, dead code analysis, automation overlap, deprecated features, complexity audit. NOT for actually deleting the unused fields, inactive Flow versions and old workflow rules — use admin/org-cleanup-and-technical-debt. NOT for a security-specific review — use architect/security-architecture-review.

15 repo stars
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Tenant Isolation Patterns · pranavnagrecha bundle
Multi-tenant isolation patterns on Salesforce: custom metadata per-tenant, permission-based feature gating, data partitioning, namespace isolation, ISV managed-package patterns. NOT for deciding whether each tenant should get its own org — use architect/multi-org-strategy. NOT for the managed vs unlocked package-type decision — use devops/package-development-strategy. NOT for data sharing design — use the sharing-selection decision tree.

15 repo stars
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Analytics Dataset Optimization · pranavnagrecha bundle
Use this skill when tuning CRM Analytics dataset performance through field selection, date granularity choices, dataset splitting strategy, and run-budget optimization. Trigger keywords: dataset too many fields, SAQL timeseries slow, epoch vs date storage, dataset field count limit, dataset partition, split dataset by year, CRM Analytics performance tuning. NOT for creating a dataset, refresh schedules, or wrong field types — use admin/analytics-dataset-management. NOT for a slow SOQL query on Salesforce objects — use data/soql-query-optimization.

15 repo stars
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Data Cloud Consent And Privacy · pranavnagrecha bundle
Use this skill when implementing consent management, data subject request processing, or data retention policies in Data Cloud — including the ssot__ContactPointConsent__dlm DMO, consent-aware segmentation filters, GDPR/CCPA data deletion requests via Privacy Center or Data Deletion API, and per-DLO retention policy configuration. Triggers on: consent-aware segmentation in Data Cloud, Data Cloud GDPR deletion request, right to be forgotten Data Cloud, ContactPointConsent DMO, Data Cloud data retention policy. NOT for CRM-layer consent and right-to-be-forgotten on Individual/ContactPointTypeConsent — use security/gdpr-data-privacy. NOT for the CRM-side data subject request workflow — use security/customer-data-request-workflow.

15 repo stars
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Data Loader CSV Column Mapping · pranavnagrecha bundle
Mapping CSV columns to Salesforce field API names for Data Loader, dataloader.io, Workbench, and custom Bulk API V2 loads. Covers header normalization, missing/extra-column behaviour per tool, required-field detection from describe metadata, polymorphic lookup prefixes, External ID upsert binding, picklist API names vs labels, datetime/timezone handling, and the Data Loader vs Bulk API V2 header case-sensitivity divergence. NOT for checking picklist values before the load runs — use data/data-loader-picklist-validation-pre-load. NOT for batch sizing — use data/data-loader-batch-window-sizing. NOT for sequencing a whole migration — use data/data-migration-planning.

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

15 repo stars
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Opportunity Pipeline Migration · pranavnagrecha bundle
Use when migrating historical Opportunity records into Salesforce — covering stage history recreation, amount and close date mapping, product line item load sequencing (Product2 → Price Book → OpportunityLineItem), team member (OpportunityTeamMember) and revenue split (OpportunitySplit) loading, and Pricebook2 assignment. NOT for sequencing a whole multi-object migration with automation bypass and rollback — use data/data-migration-planning. NOT for opportunity record types, stages and sales process setup — use admin/opportunity-management.

15 repo stars
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Automated Regression Testing · pranavnagrecha bundle
Use when building or maintaining automated end-to-end regression tests for Salesforce UI (Lightning, LWC, Aura, Flows), selecting a testing framework (UTAM, Provar, Selenium), handling Shadow DOM challenges, or scheduling regression suites. Triggers: 'UTAM page objects', 'Shadow DOM testing', 'Salesforce E2E regression', 'Provar test automation'. NOT for Apex unit testing — use apex/test-class-standards. NOT for LWC Jest — use lwc/lwc-testing. NOT for manual UAT planning — use admin/uat-and-acceptance-criteria.

15 repo stars
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Feature Flag Custom Metadata · pranavnagrecha bundle
Implement environment-safe feature flags using Custom Metadata Types for Apex, LWC, and Flow. NOT for user-level entitlements or permission sets — use admin/custom-metadata-types.

15 repo stars
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Git Branching For Salesforce · pranavnagrecha bundle
Use when selecting or reviewing a Git branching strategy for a Salesforce project — choosing between trunk-based development, GitFlow, or environment branching, and mapping branches to orgs, packages, and CI pipelines. Trigger keywords: 'git branching strategy Salesforce', 'trunk-based vs GitFlow', 'branch per package', 'feature branch model SFDX', 'branching for unlocked packages', 'git workflow Salesforce DX'. NOT for CI/CD pipeline implementation (use devops/github-actions-for-salesforce or devops/gitlab-ci-for-salesforce), NOT for environment topology decisions (use devops/environment-strategy), NOT for scratch org lifecycle management.

15 repo stars
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Metadata API Retrieve Deploy · pranavnagrecha bundle
Metadata API retrieve/deploy via sf CLI and package.xml: manifest authoring, destructiveChanges, deploy options (checkOnly, testLevel, rollbackOnError), CI scripting. NOT for what package.xml can hold or deploy-order concepts — use apex/metadata-api-and-package-xml. NOT for a delete that fails on a still-referenced component — use devops/destructive-changes-deployment.

15 repo stars
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Package Development Strategy · pranavnagrecha bundle
Deciding between Salesforce package development approaches — unmanaged, unlocked, 1GP managed, 2GP managed — namespace selection, ISV distribution requirements, upgrade path design, AppExchange packaging strategy. Trigger keywords: should I use managed or unlocked package, Salesforce package type selection, 2GP vs 1GP managed package, namespace decision Salesforce, ISV AppExchange packaging, unlocked package strategy. NOT for creating and versioning an unlocked package — use devops/unlocked-package-development. NOT for 2GP build, patch and AppExchange steps — use devops/second-generation-managed-packages.

15 repo stars

1,086 published skills · page 6 of 11