PranavNagrecha

@pranavnagrecha source repo

1.1k skills
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15 repo stars
2 weeks ago last updated

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Rollback And Hotfix Strategy · pranavnagrecha bundle
Planning and executing metadata rollbacks and emergency hotfixes in Salesforce orgs. Use when a production deployment causes regression and needs to be reverted, or when an urgent fix must bypass the normal release pipeline. NOT for routine CI/CD pipeline setup (use continuous-integration-testing) — use admin/change-management-and-deployment.

15 repo stars
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Unlocked Package Development · pranavnagrecha bundle
Use this skill when designing, creating, versioning, or installing unlocked packages: package directory configuration in sfdx-project.json, namespace management, package dependencies, version lifecycle (beta to released), and subscriber installation. NOT for 2GP managed packages (ISV namespaces, push upgrades, AppExchange distribution) — use devops/second-generation-managed-packages.

15 repo stars
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Vscode Salesforce Extensions · pranavnagrecha bundle
Use this skill when setting up, configuring, or troubleshooting the Salesforce Extensions for VS Code: Apex Language Server activation, deploy-on-save behavior, Apex debugging, org authorization, and workspace project. NOT for Salesforce CLI command reference (use sf-cli-and-sfdx-essentials), scratch org d — use apex/sf-cli-and-sfdx-essentials.

15 repo stars
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Flow Decision Element Patterns · pranavnagrecha bundle
Structure Decision elements in Flow: default outcome placement, outcome ordering, compound criteria, null-safe checks, Boolean vs Pick-list comparisons, and avoiding deep nested branching. Trigger keywords: decision element, flow branching. NOT for loop or fault path design, or Screen Flow navigation — use flow/flow-element-naming-conventions.

15 repo stars
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Flow Governor Limits Deep Dive · pranavnagrecha bundle
Compute and budget governor-limit consumption per Flow type with worked math: SOQL, DML rows, CPU time, heap. Includes per-entry-point budget tables, cross-automation shared-limit math, and tuning strategies when a flow hits a ceiling. NOT for general bulkification — use flow/flow-bulkification. NOT for Apex limits — use apex/governor-limits.

15 repo stars
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Pause Elements And Wait Events · pranavnagrecha bundle
Use this skill when designing or troubleshooting flows that need to suspend execution and wait for an external signal — either a time-based alarm or a platform event. Trigger keywords: pause element, wait element, paused flow interview. NOT for flows that recur on a fixed schedule (use flow/scheduled-flows) or scheduled-path setup — use flow/flow-time-based-patterns.

15 repo stars
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Record Triggered Flow Patterns · pranavnagrecha bundle
Use when designing or reviewing Salesforce record-triggered Flows, especially before-save vs after-save behavior, entry criteria, recursion avoidance, and when to escalate to Apex. Triggers: 'before save vs after save', '$Record__Prior', 'record-triggered flow', 'order of execution', 'flow recursion'. NOT for tracing save order against triggers — use flow/flow-record-save-order-interaction. NOT for bulk-load failures once the trigger model is right — use flow/flow-bulkification.

15 repo stars
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Screen Flow Radio Button Group · pranavnagrecha bundle
Use when adding or configuring the Summer '26 Radio Button Group screen component in a Screen Flow — the compact choice input that lays options out as horizontal boxes on desktop and vertical boxes on mobile, single-select by default with a 'Let Users Select Multiple Options' setting that makes it behave as a Checkbox Group. Covers choosing it over traditional Radio Buttons / Picklist / Checkbox Group, wiring its options to a Choice resource or dynamic choice set, and the single-value-vs-collection output contract. NOT for picking which choice component to use — use flow/screen-flow-choice-component-selection. NOT for building the Record / Picklist Choice Set behind it — use flow/flow-dynamic-choices.

15 repo stars
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API Versioning Strategy · pranavnagrecha bundle
Design versioning for custom Apex REST endpoints: URI versioning, backward compatibility, deprecation sunset. NOT for consuming external APIs — use apex/apex-rest-services.

15 repo stars
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AWS Salesforce Patterns · pranavnagrecha bundle
AWS integration patterns for Salesforce — pick between Amazon AppFlow, Event Relay → EventBridge, Amazon S3 ingestion paths, and direct Apex → Lambda callouts. Decision matrix + AppFlow deep dive (Salesforce as source / destination, OAuth Authorization-Code vs JWT, REST vs Bulk 2.0 API, 15 GB / run cap). NOT for Azure — use integration/azure-salesforce-patterns. NOT for Event Relay setup steps — use integration/event-relay-configuration.

15 repo stars
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Named Credentials Setup · pranavnagrecha bundle
Named Credentials and External Credentials configuration for secure outbound callouts: per-user vs per-org authentication, legacy vs enhanced Named Credentials, external credential principal types (Named Principal, Per User, Anonymous), OAuth 2.0 and JWT flows, and credential deployment. NOT for the Apex callout code — use apex/apex-named-credentials-patterns. NOT for connected app setup — use admin/connected-apps-and-auth.

15 repo stars
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Custom Property Editor For Flow · pranavnagrecha bundle
Use when building or reviewing an LWC Custom Property Editor for Flow screen or action configuration. Triggers: custom property editor, Flow configuration editor, builderContext. NOT for a Flow screen component with no design-time editor — use lwc/lwc-in-flow-screens. NOT for deciding whether a property editor is warranted — use flow/flow-custom-property-editors.

15 repo stars
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Experience Cloud Authentication · pranavnagrecha bundle
Experience Cloud authentication customization — login pages, self-registration, social sign-on. Triggers: Experience Cloud login, community auth, self-registration. NOT for multi-IdP enterprise SSO — use lwc/experience-cloud-multi-idp-sso.

15 repo stars
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Experience Cloud Lwc Components · pranavnagrecha bundle
Use when building custom LWC components for Experience Cloud (Experience Builder sites, LWR portals, Aura-based communities). Covers community context imports, guest user Apex access patterns, navigation API differences between LWR and Aura, and JS-meta.xml target configuration for Experience Builder exposure. Trigger keywords: build LWC for Experience Cloud, custom component community portal LWC, guest user LWC component, community context import salesforce, lightningCommunity target, @salesforce/community, guest Apex. NOT for exposing an internal LWC to a record page — use lwc/lwc-app-builder-config. NOT for the LWR site's theme and publish lifecycle — use lwc/lwr-site-development.

15 repo stars
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Flexcard Design Patterns · pranavnagrecha bundle
Design FlexCard layout, data sources, states, actions, and child-card iteration. Triggers: FlexCard, card states, flyout, child card. NOT for FlexCard state across navigation — use omnistudio/flexcard-state-management. NOT for admin requirements — use admin/flexcard-requirements.

15 repo stars
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Omniscript Session State · pranavnagrecha bundle
Use when an OmniScript must persist mid-flow state across refresh, navigation, multi-device resume, or abandonment recovery. Covers session objects, staging data, OmniScript tracking, and resume URLs. NOT for OmniScript UI step layout — use omnistudio/omniscript-design-patterns. NOT for general Flow pause/resume — use flow/pause-elements-and-wait-events.

15 repo stars
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Data Classification Labels · pranavnagrecha bundle
Classify Salesforce fields by data sensitivity and compliance category using the four built-in classification attributes (SecurityClassification, ComplianceGroup, BusinessOwnerId, BusinessStatus). Covers Metadata API. NOT for data masking, Shield Platform Encryption, or runtime access control enforcement — use data/data-quality-and-governance.

15 repo stars
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File Upload Virus Scanning · pranavnagrecha bundle
Use when designing malware and content scanning for files uploaded to Salesforce (Files, Attachments, ContentVersion) — external scanning service callouts, quarantine patterns, and user-facing messaging. Triggers: 'virus scan salesforce upload', 'malware scan. NOT for field-level data validation — use integration/file-and-document-integration.

15 repo stars
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Security Incident Response · pranavnagrecha bundle
When to use: active or suspected Salesforce org compromise, unauthorized access investigation, attacker containment, forensic evidence collection from EventLogFile/LoginHistory, session revocation, OAuth token cleanup. NOT for general security setup, permission set design, or field-level security configuration — use admin/permission-sets-vs-profiles.

15 repo stars
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Clinical Decision Support · pranavnagrecha bundle
Use this skill when implementing clinical decision support in Health Cloud: creating ClinicalAlert records via Apex or Flow, ingesting CareGap records from external clinical rules engines, displaying CDS alerts in FlexCard UIs, and integrating the Business Rules Engine for custom protocol checks. NOT for care plan lifecycle Apex hooks — use apex/health-cloud-apex-extensions. NOT for FHIR ingestion — use apex/fhir-integration-patterns.

15 repo stars
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Commerce Extension Points · pranavnagrecha bundle
Use this skill when extending Salesforce B2B/B2C Commerce Cloud behavior through Apex: building custom cart calculators, implementing pricing hooks, integrating inventory checks, or registering custom checkout extensions via the CartExtension Apex namespace and RegisteredExternalService metadata. NOT for standard LWC Commerce components, declarative store configuration, or Experience Builder page layouts — use admin/commerce-checkout-configuration for those.

15 repo stars
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Fflib Enterprise Patterns · pranavnagrecha bundle
Use when adopting or working with the fflib (Apex Enterprise Patterns) open-source library — UnitOfWork, SObjectDomain, SObjectSelector, and Service layer classes — in a Salesforce Apex codebase. Triggers: 'fflib', 'UnitOfWork', 'SObjectDomain', 'enterprise patterns apex'. NOT for Apex layering without the fflib library — use apex/apex-design-patterns. NOT for splitting a class with this repo's lightweight base classes — use apex/apex-class-decomposition-pattern.

15 repo stars
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Fhir Integration Patterns · pranavnagrecha bundle
Use this skill when implementing FHIR R4 integration for Health Cloud in code: inbound and outbound FHIR REST API patterns, CDS Hooks via MuleSoft middleware, SMART on FHIR setup, and HL7 v2 to FHIR R4 conversion. NOT for mapping a FHIR resource to Health Cloud objects field by field — use data/fhir-data-mapping. NOT for choosing the EHR sync topology or MuleSoft Accelerator design — use architect/fhir-integration-architecture.

15 repo stars
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Fsc Compliant Sharing API · pranavnagrecha bundle
Programmatic record access in Financial Services Cloud using Compliant Data Sharing (CDS): inserting AccountParticipant/OpportunityParticipant records, working with ParticipantRole and ParticipantGroup objects, verifying sharing coverage, and CDS recalculation behavior. NOT for enabling CDS in Setup, OWDs, or Participant Role setup — use admin/compliant-data-sharing-setup. NOT for standard Apex managed sharing on non-FSC objects — use apex/apex-managed-sharing.

15 repo stars
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Fsl Custom Actions Mobile · pranavnagrecha bundle
Use this skill when building custom LWC actions for the FSL Mobile app: barcode scanning, GPS capture, photo/signature capture, or custom guided workflows on mobile. Trigger keywords: FSL Mobile custom action, lightning__GlobalAction FSL, barcode scanner LWC, mobileCapabilities, Nimbus plugin, FSL lightning SDK. NOT for offline priming, deep links or the legacy HTML5 toolkit — use apex/fsl-mobile-app-extensions. NOT for LWC in the standard Salesforce mobile app — use lwc/lwc-offline-and-mobile.

15 repo stars
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Fsl Mobile App Extensions · pranavnagrecha bundle
Use when building custom LWC Quick Actions, Global Actions, deep links, or offline data extensions for the Salesforce Field Service (FSL) native mobile app. Trigger keywords: FSL mobile extension, LWC action FSL, field service deep link, offline custom action, FSL mobile toolkit. NOT for barcode, GPS, or camera capture — use apex/fsl-custom-actions-mobile. NOT for enabling the app, Mobile Settings, or branding — use admin/fsl-mobile-app-setup.

15 repo stars
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Analytics Data Governance · pranavnagrecha bundle
Use when implementing or auditing data governance controls for CRM Analytics (Tableau CRM / Wave Analytics): dataset lineage tracing, access audit logging, data classification handling, and retention management. Trigger keywords: CRM Analytics audit, dataset lineage, event monitoring analytics, access logging Wave, data classification propagation, analytics retention, GDPR analytics datasets, analytics compliance. NOT for row-level security predicate design across datasets — use architect/analytics-security-architecture. NOT for sharing an app or assigning Analytics licenses — use admin/analytics-permission-and-sharing. NOT for org-wide data governance outside Analytics — use data/data-quality-and-governance.

15 repo stars
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Consent Data Model Health · pranavnagrecha bundle
Designing, querying, or troubleshooting the Health Cloud consent data model — the five-object HIPAA authorization hierarchy (DataUsePurpose → AuthorizationForm → AuthorizationFormText → AuthorizationFormDataUse → AuthorizationFormConsent). Trigger keywords: authorization form consent, ConsentGiverId, AuthorizationFormConsent SOQL, CareProgramEnrollee consent gate, PHI consent trail, consent hierarchy setup. NOT for the Setup configuration of authorization forms, consent templates, and withdrawal handling — use admin/health-cloud-consent-management. NOT for marketing or GDPR opt-out on ContactPointTypeConsent — use security/gdpr-data-privacy.

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

15 repo stars
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Large Scale Deduplication · pranavnagrecha bundle
Strategies and tooling for large-scale data deduplication in Salesforce: tuning matching rules for high-volume orgs, batch merge jobs, third-party dedup tools (DemandTools, Cloudingo), surviving record selection logic, and post-merge validation. Use when cleaning millions of duplicate records, automating merges beyond UI limits, or designing enterprise dedup workflows. NOT for an unqualified "clean up our duplicates" request with no stated record volume (use admin/duplicate-management). NOT for duplicate rule configuration (use admin/duplicate-management). NOT for standard Duplicate Management UI setup. NOT for single-record field-resolution questions (use data/record-merge-implications).

15 repo stars
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Marketing Cloud Data Sync · pranavnagrecha bundle
Use this skill when configuring, diagnosing, or extending Marketing Cloud Connect Synchronized Data Sources — the mechanism that pulls Salesforce CRM object records into read-only Synchronized Data Extensions (SDEs) in Marketing Cloud. Triggers on: synced data extension not updating, contact or lead records missing from Marketing Cloud, sync failures in Contact Builder, 250-field limit questions, CRM-to-MC data latency concerns. NOT for MC Connect setup itself — use admin/marketing-cloud-connect. NOT for DE schema design — use data/data-extension-design.

15 repo stars
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Record Merge Implications · pranavnagrecha bundle
Use when merging Account, Contact, or Lead records in Salesforce and needing to understand what data is kept, what is deleted, and what side effects occur on related records. Triggers: 'which fields win in a merge', 'child records after merge', 'merge duplicate accounts', 'Lead merge field resolution'. NOT for deduplication strategy design — use admin/duplicate-management. NOT for Apex Merge DML beyond its direct implications.

15 repo stars
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Sosl Search Result Limits · pranavnagrecha bundle
Use when a SOSL search silently omits a record that clearly matches the search term — diagnosing the search engine's internal per-stage record caps: the 2,000-record term-matching scan (API v28.0+), the 250-record single-object default and how a WHERE or ORDER BY inside the RETURNING clause raises it to 2,000, the min(2000/n, 250) multi-object split, View All Data vs. per-user permission filtering of results, and the dynamic SearchQuery string-length thresholds (>4,000 chars strips logical operators, >10,000 chars returns zero rows) plus the 100,000-character statement limit. Triggers: 'SOSL not returning all records', 'SOSL only returns 250', '2000 record search cap', 'missing search result', 'SearchQuery too long'. NOT for choosing SOSL vs SOQL, FIND syntax, injection safety, search groups, or USING ListView scoping (use data/sosl-search-patterns); NOT for SOQL row limits or general query governor limits.

15 repo stars
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Cpq Deployment Patterns · pranavnagrecha bundle
Deploying Salesforce CPQ configuration between environments in a CI/CD pipeline — required data record dependency order (Price Books > Products > Price Rules > Product Rules > Quote Templates), External ID cross-org matching, multi-pass deployment for self-referential lookups, CPQ metadata vs CPQ data deployment. NOT for bulk-loading the CPQ product catalog itself — use data/product-catalog-migration-cpq. NOT for record type or queue IDs that differ between orgs — use data/deployment-data-dependencies.

15 repo stars
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Fsc Deployment Patterns · pranavnagrecha bundle
Use when planning or executing metadata deployments for Financial Services Cloud (FSC) — including Person Account enablement sequencing, Account record-type ordering, Compliant Data Sharing (CDS) activation. NOT for general metadata deployment (use devops/pre-deployment-checklist) or FSC architecture — use architect/fsc-architecture-patterns.

15 repo stars
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Sf CLI Plugin Authoring · pranavnagrecha bundle
Use when authoring a custom Salesforce CLI (`sf`) plugin — internal team tooling that wraps deploy/test workflows, an ISV plugin distributed via npm, or migrating a legacy `sfdx`-style plugin to the v2 `sf` topic-and-command shape. Triggers: 'sf plugin generate', 'extend SfCommand class', 'oclif command structure', 'sf-plugins-core flags', 'topic separator sf v2', 'JSON output for plugin', 'plugin hooks prerun command_not_found', 'distribute internal sf plugin npm registry', 'sign Salesforce CLI plugin'. NOT for using existing `sf` plugins in CI automation (use `devops/salesforce-cli-automation`), CPQ price-rule plugins (use `apex/cpq-apex-plugins`), OmniStudio DataPack CLI usage (use `omnistudio/omnistudio-deployment-datapacks`), or generic JS/TS package publishing.

15 repo stars
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Sfdx Hardis Integration · pranavnagrecha bundle
Adopt sfdx-hardis for org monitoring, CI pipelines, and release automation. NOT for writing plugins to sfdx-hardis itself — use apex/sf-cli-and-sfdx-essentials.

15 repo stars
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Flow Cross Object Updates · pranavnagrecha bundle
Cross-object DML in Flow: updating parent from child or child from parent via Get/Update Records, lookup traversal in formulas, and bulkification. NOT for Apex cross-object updates — use flow/flow-loop-element-patterns.

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

15 repo stars
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Screen Flow Accessibility · pranavnagrecha bundle
Screen Flow accessibility — WCAG 2.2 AA, labels, keyboard, error announcements. Triggers: accessible Screen Flow, Flow WCAG, screen reader Flow. NOT for LWC component a11y inside screens — use lwc/lwc-accessibility.

15 repo stars
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Dataweave For Apex · pranavnagrecha bundle
Use when transforming structured data inside Apex — CSV → JSON, XML → SObject list, JSON → flattened CSV, or schema-mapping a third-party payload to a Salesforce model — and the existing options (`JSON.deserialize`, `Dom.Document` traversal) are too fragile. NOT for MuleSoft Anypoint DataWeave running off-platform (use architect/mulesoft-anypoint-architecture) — use apex/apex-json-serialization.

15 repo stars
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Lwc Accessibility Patterns · pranavnagrecha bundle
Use when implementing ARIA attributes, keyboard navigation, live regions, WCAG 2.1, focus traps, or accessible datatables in LWCs. Triggers: aria-live, role=grid, focus trap, WCAG AA. NOT for a general accessibility review — use lwc/lwc-accessibility. NOT for SLDS theming without a11y behavior — use lwc/lwc-css-and-styling.

15 repo stars
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Lwc Base Component Recipes · pranavnagrecha bundle
Use this skill when building record forms or data tables with Salesforce standard base components: lightning-record-form, lightning-record-edit-form, lightning-record-view-form, and lightning-datatable. Covers component selection. NOT for custom forms backed by Apex wire methods or @wire(getRecord) with fully manual f — use lwc/lwc-data-table.

15 repo stars
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Lwc Custom Datatable Types · pranavnagrecha bundle
Use when you need to extend `lightning-datatable` with custom cell renderings: status pills, progress bars, image thumbnails, action cells, editable pickliststo, rich-text, or any column that `lightning-datatable` does not ship out of the box. Triggers: 'custom cell type lightning datatable', 'progress bar column', 'image column', 'inline edit picklist in datatable', 'rich text column'. NOT for stock column types, key-field, or basic row actions — use lwc/lwc-data-table. NOT for 1,000-row virtualization — use lwc/lwc-virtualized-lists.

15 repo stars
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Lwc Lightning Record Forms · pranavnagrecha bundle
lightning-record-form vs record-edit-form vs uiRecordApi for record create/edit in LWC. Triggers: lightning-record-form, record-edit-form, uiRecordApi form. NOT for fully custom forms — use lwc/lwc-forms-and-validation.

15 repo stars
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Lwc Web Components Interop · pranavnagrecha bundle
LWC interop with non-LWC web components: consuming third-party standard custom elements in LWC, exposing LWC as custom elements externally, Shadow DOM vs native web components, polyfills, and slotting patterns. NOT for LWC-to-LWC composition (use lwc-best-practices) — use lwc/lwc-light-dom.

15 repo stars
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Multi Framework UI Bundles · pranavnagrecha bundle
Use when building, deploying, or reviewing a React web app that runs natively on Salesforce via Salesforce Multi-Framework and the UIBundle metadata type — scaffolding with `sf template generate ui-bundle`, data access through @salesforce/sdk-data (createDataSDK, GraphQL, Apex fetch), App Launcher / Custom Application / Experience targeting, and embedding Agentforce chat with the Agentforce Conversation Client. Open Beta: scratch orgs and sandboxes only, English default language, no production deploys. NOT for standard Lightning Web Component development (use lwc/* skills), NOT for Lightning Out 1.0 / Visualforce embedding, and NOT for authoring LightningTypeBundle UI overrides (use agentforce/agentforce-custom-lightning-types).

15 repo stars
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Dataraptor Patterns · pranavnagrecha bundle
Design DataRaptors — Extract vs Turbo Extract vs Transform vs Load, mapping, performance. Triggers: DataRaptor Extract, Turbo Extract, DataRaptor Load, DataRaptor Transform, OmniStudio data mapping. NOT for Extract/Load debugging — use omnistudio/dataraptor-load-and-extract. NOT for transform optimization — use omnistudio/dataraptor-transform-optimization.

15 repo stars
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Omnistudio Security · pranavnagrecha bundle
Use when designing or reviewing OmniStudio security across OmniScripts, Integration Procedures, DataRaptors, custom LWCs, Apex actions, guest-user exposure, and outbound HTTP actions. Triggers: 'OmniStudio security', 'guest user omniscript', 'DataRaptor CRUD FLS', 'OmniStudio Apex security', 'HTTP action data exposure'. NOT for generic Apex security review when OmniStudio is not the main surface - use apex/apex-security-patterns.

15 repo stars
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Security Health Check · pranavnagrecha bundle
Use when running, interpreting, or acting on Salesforce Security Health Check results — reading the score, understanding risk categories, evaluating specific settings, creating or importing a custom baseline. NOT for org hardening implementation, permission model design, or broad baseline config — use security/org-hardening-and-baseline-config.

15 repo stars
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Shield Kms Byok Setup · pranavnagrecha bundle
Configure Shield Platform Encryption with customer-supplied (BYOK) or customer-held (Cache-Only Key Service) tenant secrets, rotate them, and recover. NOT for Classic Encryption or field masking — use security/platform-encryption.

15 repo stars
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Agent Conversation Design · pranavnagrecha bundle
Use when writing or auditing the conversational copy layer of a Salesforce bot or Agentforce agent: utterance authoring strategy, fallback message copy, escalation-criteria phrasing, and persona-consistent dialog scripting across channels. NOT for designing the bot dialog structure, intent model, or handoff architecture — use architect/einstein-bot-architecture. NOT for encoding agent tone in Agentforce system instructions — use agentforce/agentforce-persona-design.

15 repo stars
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App And Tab Configuration · pranavnagrecha bundle
Create and configure Lightning apps in Salesforce Setup, add navigation items and tabs to apps, configure utility bar components, and control app visibility by profile or permission set. Trigger keywords: Lightning app, App Manager, custom tab, navigation bar, utility bar, app visibility. NOT for console navigation, workspace tabs and subtabs - use admin/service-console-configuration. NOT for the record page or app page inside the app - use admin/lightning-app-builder-advanced.

15 repo stars
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Change Data Capture Admin · pranavnagrecha bundle
Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective. NOT for writing an Apex change-event trigger — use apex/change-data-capture-apex. NOT for subscribing an external system over Pub/Sub or CometD — use integration/change-data-capture-integration.

15 repo stars
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Commerce Catalog Strategy · pranavnagrecha bundle
Use this skill when designing a product catalog taxonomy, planning attribute strategy, or determining search and navigation structure for a B2B or B2C/D2C Commerce store. Triggers on: taxonomy design questions, attribute planning, search index strategy, category navigation structure, or merchandising hierarchy decisions. NOT for wiring the catalog itself — WebStoreCatalog, entitlement policies, product assignment — use admin/commerce-product-catalog. NOT for configuring searchable or facetable attributes, sort rules and index rebuilds — use apex/commerce-search-customization.

15 repo stars
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Commerce Order Management · pranavnagrecha bundle
Use this skill for Salesforce Order Management (OMS) tasks: order lifecycle, OrderSummary creation and status, FulfillmentOrder creation and routing, returns, exchanges, cancellations, and platform event subscriptions. Trigger keywords: order management, OrderSummary, FulfillmentOrder, ReturnOrder, ensure-funds, ensure-refunds, submit-cancel, submit-return, adjust-item-submit. NOT for split-order routing or Omnichannel Inventory design — use architect/order-management-architecture. NOT for loading historical orders — use data/commerce-order-history-migration.

15 repo stars
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Cpq Product Catalog Setup · pranavnagrecha bundle
Use this skill when setting up or modifying product bundles, product options, product rules, configuration attributes, and product features in Salesforce CPQ. Trigger keywords: CPQ product bundle, product rule, option constraint, feature configuration, dynamic bundle, filter rule, configuration attribute, bundle nesting. NOT for plain Products and Pricebooks without CPQ — use admin/products-and-pricebooks. NOT for moving an existing CPQ catalog between orgs — use data/product-catalog-migration-cpq. NOT for price rules, price actions or discount schedules — use admin/cpq-pricing-rules.

15 repo stars
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Custom Notification Types · pranavnagrecha bundle
Custom Notification Types for desktop/mobile push alerts from Flow or Apex: type creation, target channels, Messaging.CustomNotification invocation, recipient limits, bulk notification patterns. NOT for choosing channels, consent, or notification-fatigue policy — use admin/custom-notification-type-design. NOT for email alerts — use admin/email-templates-and-alerts.

15 repo stars
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Dynamic Forms And Actions · pranavnagrecha bundle
Configure Dynamic Forms (field and section visibility on Lightning record pages) and Dynamic Actions (button and action visibility rules) in Lightning App Builder — enabling Dynamic Forms, converting page layout fields with the Upgrade Now wizard, writing field visibility rules (field value, profile, permission, record type, device), and controlling action bar visibility. NOT for page layout design or record type assignment — use admin/record-types-and-page-layouts. NOT for a full layout-to-Dynamic-Forms migration across record types or profiles — use admin/dynamic-forms-migration.

15 repo stars
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Education Cloud Eda Setup · pranavnagrecha bundle
Education Cloud (EDA — Education Data Architecture) setup: student success hub, advisor workflows, enrollment management, academic data model. NOT for the EDA object model in depth (Affiliations, Course_Connection__c) — use data/eda-data-model-and-patterns. NOT for SIS enrollment sync — use integration/sis-integration-patterns.

15 repo stars
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Einstein Analytics Basics · pranavnagrecha bundle
Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau is the right level of analytics tooling, and when reviewing or troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for a detailed CRM Analytics vs Tableau licensing and platform comparison — use architect/crm-analytics-vs-tableau-decision. NOT for building the app, lenses and datasets — use admin/crm-analytics-app-creation.

15 repo stars
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Fsl Work Order Management · pranavnagrecha bundle
Configure and manage Field Service Lightning work orders: work types, work order line items, service appointments, status flow, and auto-creation via maintenance plans. NOT for choosing which technician gets the appointment (work rules, scheduling policies) — use admin/fsl-scheduling-policies. NOT for setting up the technicians, their skills or capacity — use admin/fsl-resource-management.

15 repo stars
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Gift Entry And Processing · pranavnagrecha bundle
Configure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows. NOT for a one-time migration of historical gift data — use data/gift-history-import. NOT for soft credits or matching gifts — use admin/soft-credits-and-matching.

15 repo stars
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Industries Process Design · pranavnagrecha bundle
Use when designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management decomposition, and utility service request workflows. Trigger keywords: FNOL process design, claims OmniScript customization, Industries order decomposition workflow, utility service order design, insurance claim lifecycle stages, telecom commercial-to-technical order flow. NOT for the Industries object model — use architect/industries-data-model. NOT for Insurance Cloud licensing and policy architecture — use architect/insurance-cloud-architecture.

15 repo stars
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Lead Scoring Requirements · pranavnagrecha bundle
Use this skill when designing or documenting a lead scoring model in Salesforce Sales Cloud or Account Engagement: qualifying criteria, MQL/SQL threshold definitions, scoring dimensions (demographic, firmographic, behavioral), and sales handoff SLA. NOT for configuring the scoring, grading, and automation rules in Account Engagement — use admin/mcae-lead-scoring-and-grading. NOT for the whole marketing program's lifecycle stages and platform scope — use admin/marketing-automation-requirements.

15 repo stars
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Permission Set Expiration · pranavnagrecha bundle
Use when an assignment must expire on a date, not stand forever. Trigger keywords: permission set expiration date, permission set group expiry, temporary access, time-boxed elevation, contractor access, ExpirationDate. NOT for PSG composition - use admin/permission-set-group-composition. NOT for muting mechanics - use security/permission-set-groups-and-muting. NOT for criteria-based auto-assignment - use admin/user-access-policies.

15 repo stars
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Record Type Id Management · pranavnagrecha bundle
RecordType ID differences across orgs: dynamic lookup via Schema.SObjectType methods, DeveloperName for stable refs, hard-coded ID anti-patterns, record-type caching, deployment impact. NOT for deciding whether to use record types at all — use admin/record-types-and-page-layouts. NOT for layout/profile explosion at scale — use admin/record-type-strategy-at-scale. NOT for hard-coded Profile, Queue or User IDs in Apex — use apex/apex-hardcoded-id-elimination.

15 repo stars
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Recurring Donations Setup · pranavnagrecha bundle
Configure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and interpret the Upcoming Installments UI. NOT for NPSP object and field reference — use data/npsp-data-model. NOT for payment gateways — use architect/fundraising-integration-patterns.

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

15 repo stars
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Sales Engagement Cadences · pranavnagrecha bundle
Use when setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep assignment. Triggers: 'cadence builder', 'HVS cadence', 'work queue steps', 'sales engagement setup', 'sequence steps not appearing', 'cadence not sending email', 'Sales Engagement permission set'. NOT for cadence enrollment from Apex — use apex/sales-engagement-api. NOT for MCAE/Pardot nurture — use admin/lead-nurture-journey-design.

15 repo stars
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Salesforce Learning Brief · pranavnagrecha bundle
Turn a verified Salesforce research packet into a concise, role-aware learning brief with clear objectives, concept sequencing, worked examples, release caveats, checks for understanding, and citations mapped to claims. Trigger keywords: teach me Salesforce, explain Salesforce concept, create learning brief, Salesforce study guide, role-based lesson. NOT for open-ended source discovery or freshness verification — use architect/salesforce-learning-research first. NOT for generating production metadata or changing an org.

15 repo stars
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Service Cloud Voice Setup · pranavnagrecha bundle
Use this skill when setting up Service Cloud Voice with Amazon Connect — provisioning the contact center, configuring phone numbers, enabling real-time transcription, and configuring After Conversation Work Time. NOT for Omni-Channel routing setup — use admin/omni-channel-routing-setup. NOT for Open CTI softphone adapters — use apex/cti-adapter-development.

15 repo stars
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Soft Credits And Matching · pranavnagrecha bundle
Use this skill when configuring or troubleshooting NPSP soft credits, partial soft credits, or matching gift workflows — including OpportunityContactRole-based credit attribution, npsp__Partial_Soft_Credit__c records, and the Find Matched Gifts process. NOT for gift entry templates or batch gift entry — use admin/gift-entry-and-processing. NOT for importing historical gifts and credits — use data/gift-history-import.

15 repo stars
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Usage Based Pricing Setup · pranavnagrecha bundle
Usage-based pricing in Revenue Cloud: metered billing, usage records, rating, tiering, consumption schedules. NOT for choosing a CPQ pricing method (List, Block, Cost Plus Markup, Percent of Total) - use admin/pricing-model-design. NOT for legacy Salesforce Billing (blng__) schedules and invoice runs - use admin/billing-schedule-setup.

15 repo stars
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Einstein Trust Layer · pranavnagrecha bundle
Configure, audit, or troubleshoot Einstein Trust Layer security controls for generative AI features including Agentforce, Einstein Copilot, and Prompt Builder. Trigger keywords: trust layer, data masking, zero data retention, ZDR, toxicity detection, AI audit trail, grounding controls, PII masking LLM, Einstein generative AI security. NOT for redaction you build yourself in prompt-assembly code — use agentforce/agentforce-pii-redaction. NOT for org-wide AI governance and policy-as-code architecture — use architect/ai-governance-architecture.

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

15 repo stars
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Apex Record Clone Patterns · pranavnagrecha bundle
SObject.clone(preserveId, isDeepClone, preserveReadonly, preserveAutonumber): shallow vs deep clone semantics, related-record replication, clone with parent repointing, autonumber preservation. NOT for data migration — use data/bulk-api-and-large-data-loads. NOT for record snapshots — use data/field-history-tracking.

15 repo stars
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Common Apex Runtime Errors · pranavnagrecha bundle
Diagnosing and resolving common Apex runtime exceptions: NullPointerException, QueryException, DmlException, ListException, LimitException, TypeException. Use when debugging Apex runtime failures or writing defensive code. NOT for structuring try/catch — use apex/exception-handling. NOT for a cross-cutting error framework — use apex/error-handling-framework. NOT for governor-limit prevention — use apex/governor-limits.

15 repo stars
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Fsc Financial Calculations · pranavnagrecha bundle
Custom financial calculation logic in Financial Services Cloud — portfolio performance metrics (IRR, TWR), wealth rollup recalculation after bulk loads, custom Apex aggregation for objects outside native FSC rollup scope, Data Processing Engine writeback. NOT for disabling FSC's built-in triggers, Compliant Data Sharing, or FSC action handlers — use apex/fsc-apex-extensions. NOT for declarative rollup and Rollup-by-Lookup setup in the FSC admin UI — use admin/financial-account-setup.

15 repo stars
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Marketing Cloud Data Views · pranavnagrecha bundle
Use this skill when identifying, querying, or troubleshooting the built-in system data views in Salesforce Marketing Cloud (_Sent, _Open, _Click, _Bounce, _Subscribers, _Job). Trigger keywords: SFMC system data views, underscore data views, _Subscribers status, _Job metadata, data retention marketing cloud, data view schema, MC engagement reporting SQL. NOT for writing or debugging the Query Activity SQL itself — use data/marketing-cloud-sql-queries. NOT for designing the target Data Extension the query writes into — use data/data-extension-design.

15 repo stars
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Sf CLI And Sfdx Essentials · pranavnagrecha bundle
Use this skill when a developer needs to authenticate orgs with sf CLI, set up a Salesforce DX project, create scratch orgs, push or pull source, deploy or retrieve metadata with package.xml manifests, or diagnose common sf CLI errors. Trigger keywords: sf CLI, sfdx, scratch org, source push, source pull, deploy, retrieve, package.xml, org login, sf project. NOT for scripting the CLI in CI with --json, aliases, and non-interactive auth — use devops/salesforce-cli-automation.

15 repo stars
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Test Data Factory Patterns · pranavnagrecha bundle
Use when designing or building reusable Apex test data factories: @IsTest utility classes, SObject hierarchy construction, bulk data generation, portal user factories with System.runAs(), and @testSetup methods. NOT for test class structure and assertions (use apex/test-class-standards) or for loading data into sandboxes (use devops/data-seeding-for-testing).

15 repo stars
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Industries Data Model · pranavnagrecha bundle
Reference guide for Salesforce Industries cloud data models: Insurance Cloud (InsurancePolicy hierarchy), Communications Cloud (Account record types, BillingAccount), Energy & Utilities (ServicePoint, ServiceContract), and Health Cloud (CarePlan, FHIR-aligned patient objects). NOT for Health Cloud clinical objects in depth, HC24 vs FHIR R4 — use data/health-cloud-data-model. NOT for insurance module licensing, claims and underwriting design — use architect/insurance-cloud-architecture.

15 repo stars
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Org Limits Monitoring · pranavnagrecha bundle
Use when designing proactive monitoring of Salesforce org-level limits such as API call consumption, storage usage, custom object counts, or platform event allocations. Trigger phrases: 'how do I monitor org limits programmatically', 'set up alerts before we hit API limits', 'REST Limits resource usage', 'OrgLimits.getAll() in Apex', 'scheduled limit checks', 'proactive limit threshold alerting', 'Company Information limits dashboard', 'we keep getting surprised by limit breaches in production'. NOT for Limits-class guard clauses inside Apex — use apex/apex-limits-monitoring. NOT for planning an org build for scale — use architect/limits-and-scalability-planning. NOT for Connected App API throttling policy — use security/api-security-and-rate-limiting.

15 repo stars
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Analytics Data Preparation · pranavnagrecha bundle
Use this skill when customizing CRM Analytics dataset field metadata via the XMD (Extended Metadata) REST API, or augmenting recipes with external non-Salesforce data: field labels, display formats, measures vs dimensions, main XMD PATCH. Trigger keywords: XMD field labels, CRM Analytics main XMD update, dataset field formatting wave, analytics external data augmentation, WaveXmd REST API. NOT for recipe node transformation logic — use admin/analytics-recipe-design. NOT for dataflow node types or SOQL extraction — use admin/analytics-dataflow-development.

15 repo stars
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Constituent Data Migration · pranavnagrecha bundle
Use this skill when migrating constituent records (Contacts, Household Accounts, relationships, addresses, and donations loaded in the same run) into an NPSP org using the NPSP Data Importer. Triggers: importing contacts into NPSP, migrating nonprofit constituents, loading household data, bulk contact upload NPSP, constituent ETL. NOT for a standalone gift-history load with payments, soft credits, GAU allocations or campaign attribution — use data/gift-history-import. NOT for Nonprofit Cloud (NPC) migration — use architect/nonprofit-cloud-vs-npsp-migration.

15 repo stars
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Data Cloud Code Extensions · pranavnagrecha bundle
Use when native Data 360 (formerly Data Cloud) transforms and pipelines can't express your logic and you need to deploy custom Python into the platform — a Code Extension — either as a batch data transform script or as a search-index chunking function, built with the Salesforce CLI Code Extension plugin + Data Custom Code Python SDK and promoted with a DevOps Data Kit. NOT for querying Data Cloud from outside the platform (use integration/data-cloud-query-api), NOT for stream/ingestion setup (use data/data-cloud-data-streams), and NOT for Apex — Code Extension is Python-only today and unavailable in BYOK orgs.

15 repo stars
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Data Model Design Patterns · pranavnagrecha bundle
Use when designing, reviewing, or troubleshooting Salesforce object relationships and field type choices — lookup vs master-detail, junction object modeling, indexing strategy, and data model anti-patterns. NOT for drawing or diagramming the model — use architect/salesforce-erd-and-diagramming. NOT for the Setup steps to create the object itself — use admin/object-creation-and-design. NOT for hierarchical or external relationship types, polymorphic lookups, or the per-object relationship limits — use admin/lookup-and-relationship-design.

15 repo stars
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External User Data Sharing · pranavnagrecha bundle
Configure record visibility for external users (Customer Community, Customer Community Plus, Partner Community) using External OWDs, Sharing Sets, and external sharing rules. Trigger keywords: sharing data with external users, portal user record visibility, Experience Cloud sharing model, sharing set configuration, external OWD setup, Customer Community data access, High-Volume Portal sharing. NOT for the internal sharing model — OWD, role hierarchy, sharing rules — use admin/sharing-and-visibility. NOT for guest-user record access or site hardening — use security/experience-cloud-security.

15 repo stars
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Historical Order Migration · pranavnagrecha bundle
Use when loading historical CPQ orders, contracts, subscriptions, and assets into Salesforce CPQ so that future renewals and amendments work correctly — covering the CPQ Legacy Data Upload mechanism, strict object load sequencing, required field values, and pre/post-load configuration. NOT for non-CPQ order history — use data/commerce-order-history-migration. NOT for the CPQ catalog — use data/product-catalog-migration-cpq.

15 repo stars
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Lead Data Import And Dedup · pranavnagrecha bundle
Lead data import quality and deduplication strategy: matching rule design for Leads, Data Import Wizard dedup behavior, Web-to-Lead data quality controls, cross-object Lead-to-Contact fuzzy dedup, and enrichment patterns. Use when importing leads from CSV/list files, configuring duplicate detection for incoming leads, diagnosing why duplicate leads are bypassing rules, or designing web form data quality workflows. Triggers: leads from a trade show import are creating duplicates, web-to-lead form submissions are bypassing duplicate rules, deduplicating leads against existing contacts before conversion, setting up matching rules for lead imports. NOT for Data Loader mechanics or Bulk API setup (use data/bulk-api-patterns). NOT for large-scale merge execution across millions of records (use data/large-scale-deduplication). NOT for post-conversion record merge behavior (use data/record-merge-implications).

15 repo stars
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Product Catalog Data Model · pranavnagrecha bundle
Use when modeling, loading, or troubleshooting Salesforce product and pricebook data — covering the Product2 → Pricebook2 → PricebookEntry three-object chain, standard pricebook constraints, bulk load sequencing (Product2 → Standard PBE → custom Pricebook2 → custom PBE), UseStandardPrice inheritance, and product hierarchy strategies. NOT for adding products in Setup — use admin/products-and-pricebooks. NOT for SBQQ CPQ catalogs — use data/product-catalog-migration-cpq.

15 repo stars
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Sales Reporting Data Model · pranavnagrecha bundle
Use when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity analysis. Trigger keywords: historical trending, opportunity snapshot, reporting snapshot, pipeline history, custom report type join. NOT for CRM Analytics (Tableau CRM / Einstein Analytics) or Marketing Cloud reports — use admin/einstein-analytics-basics.

15 repo stars
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Service Metrics Data Model · pranavnagrecha bundle
Use when designing or reporting on Salesforce Service Cloud service metrics — covers the Case, Entitlement, and CaseMilestone object model, MTTR derivation via BusinessHours.diff(), IsViolated semantics, and ElapsedTimeInMins field usage for SLA reporting. Trigger keywords: MTTR, mean time to resolve, case milestone, entitlement SLA, IsViolated, CaseMilestone, first response time, resolution time, service KPI. NOT for setting up entitlement processes and milestones in Setup — use admin/entitlements-and-milestones. NOT for completing or reacting to milestones in Apex — use apex/entitlement-apex-hooks.

15 repo stars
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Subscriber Data Management · pranavnagrecha bundle
Use this skill when configuring or troubleshooting Marketing Cloud subscriber identity, opt-in/opt-out status, list membership, suppression, or deduplication behavior. Triggers include: setting up Subscriber Key. NOT for Sales/Service Cloud contact management or SFMC audience segmentation via Data Extensions — use apex/marketing-cloud-data-views.

15 repo stars
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Vector Database Management · pranavnagrecha bundle
Use this skill to design, configure, and maintain vector indexes in Salesforce Data Cloud via the Setup UI. Covers chunking strategy selection, index refresh mode, PII field exclusion, and index rebuild workflows. Trigger keywords: vector index, Data Cloud vector database, chunking strategy, index refresh mode, search index rebuild, embedding model selection. NOT for developer-facing retrieval APIs, Apex vector search queries, or SOQL-based retrieval - use agentforce/data-cloud-vector-search-dev.

15 repo stars
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Data Seeding For Testing · pranavnagrecha bundle
Use when creating test data for scratch orgs, sandboxes, or CI pipelines: Apex @testSetup factories, sf data import tree plans, CumulusCI datasets, Snowfakery. NOT for production data migration or ETL pipelines — use data/data-migration-planning.

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

15 repo stars
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Go Live Cutover Planning · pranavnagrecha bundle
Use when planning, sequencing, or executing the final cutover to production for a Salesforce implementation or major release. Covers cutover runbooks, code freeze enforcement, mock deployments, go/no-go decision gates, validation deploy timing, quick deploy windows, hypercare scheduling, and rollback trigger definitions. NOT for deployment mechanics (use devops/post-deployment-validation). NOT for release calendar or versioning strategy (use devops/release-management). NOT for writing smoke tests (use devops/post-deployment-validation).

15 repo stars
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Pre Deployment Checklist · pranavnagrecha bundle
Use when preparing a Salesforce metadata deployment for production and need a structured gate-check before releasing. Trigger keywords: 'pre-deploy checklist', 'what to check before deploying', 'validation deploy', 'deploy readiness', 'quick deploy window', 'checkOnly deploy', 'pre-release backup'. NOT for verifying the release after the metadata lands — use devops/post-deployment-validation. NOT for sequencing a full go-live cutover, code freeze and go/no-go gates — use devops/go-live-cutover-planning.

15 repo stars

1,086 published skills · page 7 of 11