Data
service-metrics-data-model
Use when designing or reporting on Salesforce Service Cloud service metrics — covers the Case, Entitlement, and CaseMilestone object model, MTTR derivation via BusinessHours.diff()…
Security
permission-set-groups-and-muting
Use when designing or reviewing permission-set-group architecture, including profile minimization, group composition, muting strategy, and migration from profile-heavy models. Trig…
Engineering
managed-package-development
Build or maintain Salesforce first-generation managed packages (1GP) for ISV distribution — covers namespace registration, packaging org structure, PostInstall/UninstallHandler Ape…
Automation
dsc-scrape
Scrapes developer.salesforce.com API reference pages and outputs structured JSON. Use for any DSC reference URL under /docs/.../references/ or the top-level /docs/apis catalog, inc…
Web
flexcard-design-patterns
Use when designing, building, or reviewing OmniStudio FlexCards — including data source selection, card states, actions, conditional visibility, flyout configuration, and child car…
Business
quotes-and-quote-templates
Configure standard Salesforce Quotes, customize quote templates for PDF generation, email quotes to customers, sync quotes to opportunity products, or set up discount approval work…
Web
lwc-accessibility
Review or design Lightning Web Components for keyboard access, semantic labeling, focus management, screen-reader behavior, and WCAG-aligned UX in Salesforce. Applies to keyboard n…
Business
ha-dr-architecture
Designing high availability and disaster recovery strategies for Salesforce: Trust site monitoring, backup strategies, cross-region considerations, business continuity planning, RT…
Automation
agent-script-dsl
Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types. Use when creating agents in source control,…
Web
lwc-reactive-state-patterns
Explains LWC reactivity rules after Spring '20 (API v48+): class fields react on reassignment while @track is needed for in-place object or array mutations; Date, Set, and Map chan…
DevOps
org-cleanup-and-technical-debt
Handles Salesforce org cleanup: removing unused fields, deactivating legacy Flows and automation, running Optimizer or Org Check, and destructive metadata deployments. Use for trig…
Security
permission-sets-vs-profiles
Use when designing or auditing access control—deciding between Profiles, Permission Sets, and Permission Set Groups. Triggers: 'user can't see field', 'too many profiles', 'permiss…
Data
product-catalog-data-model
Use when modeling, loading, or troubleshooting Salesforce product and pricebook data — covering the Product2 → Pricebook2 → PricebookEntry three-object chain, standard pricebook co…
Engineering
flow-rollback-patterns
Undo DML operations inside the current transaction using Flow Rollback Records. Covers rollback appropriateness, fault path combinations, partial-commit risks, and publish-after-co…
Business
omni-channel-capacity-model
Designs capacity models for service organizations covering agent allocation, channel weighting across cases/chats/calls, skills matrices, overflow handling, presence settings, and …
Data
data-reconciliation-patterns
Defines patterns for reconciling Salesforce data with external systems including count, field, and record-level checks, external ID upserts, Change Data Capture deltas, and soft-de…
DevOps
flow-error-notification-patterns
Design fault paths and error notifications in Salesforce Flow: understand default unhandled-fault emails, route errors to email alerts or Platform Events, apply Fault paths on call…
Engineering
flow-orchestration-patterns
Covers design patterns for multi-stage, multi-step Flow Orchestrations where steps are autolaunched flows or screen flows. Details stage/step models, interactive vs background step…
Automation
omniscript-design-patterns
Design or review OmniScripts for guided experiences: step structure, branching, save/resume, and boundaries with Integration Procedures, DataRaptors, and custom LWCs. Use for 'omni…
Data
product-catalog-migration-cpq
Use when bulk-loading or migrating Salesforce CPQ product catalog configuration data — SBQQ-namespaced objects including Product2, ProductOption, PriceRule, PriceAction, DiscountSc…
General
dsc-triage
Diagnoses failing Salesforce API requests against the public spec on developer.salesforce.com. Use when a cURL, raw HTTP request, or error body is provided and the user asks why it…
Engineering
apex-event-bus-subscriber
Platform Event subscriber runtime: checkpoint-and-resume with EventBus.TriggerContext.setResumeCheckpoint, RetryableException handling, 2,000-event batch size, and PlatformEventSub…
Web
lookup-filter-cross-object-patterns
Design or repair lookup filters that constrain a child lookup using fields from the parent record or a sibling record on the same object. Use for cross-object constraints like $Sou…
Web
products-and-pricebooks
Configures Salesforce product catalog and pricing: creates Product2 records, sets up Standard and custom Pricebooks, manages PricebookEntry records, enables multi-currency pricing,…
Security
guest-user-security
Hardens Experience Cloud guest user profiles, controls unauthenticated record and Apex access, and investigates guest SOQL data exposure. Covers object permissions, sharing model e…
Web
lwc-app-builder-config
Configure an LWC to appear and be constrained inside Lightning App Builder, Experience Builder, Home Page, or Flow screens via js-meta.xml, including isExposed, targets, targetConf…
DevOps
cross-cloud-deployment-patterns
Sequence deployments spanning multiple Salesforce clouds such as Sales Cloud, Service Cloud, and Experience Cloud. Addresses reference errors, cascading metadata failures, DigitalE…
Engineering
flow-performance-optimization
Improves Flow runtime performance through strategies like choosing Before-Save over After-Save, consolidating queries, eliminating loop-DML, caching lookups, and using Scheduled Pa…
Security
login-forensics
Investigate Salesforce login activity with LoginHistory, IdentityVerificationHistory, and Login Forensics. Reconstruct user timelines, review failed logins and IPs, analyze verific…
Business
cpq-performance-optimization
Diagnose and resolve slow CPQ quote calculation, QLEx timeouts, or governor limit errors on large quotes. Use for Large Quote Mode, QCP field declaration, quote calculation perform…
Business
consumer-goods-cloud-setup
Configure Consumer Goods Cloud for visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, and image recognition. Not f…
DevOps
custom-notification-type-design
Design Custom Notification Types triggered by Flow, Apex, or Process Builder for Lightning bell, desktop, mobile push, and Slack delivery. Handles channel setup, audience targeting…
Engineering
order-of-execution-deep-dive
Details the full Salesforce record save order of execution across all 18 steps, covering trigger placement, validation sequencing, Flow timing, workflow re-fire behavior, and recur…
DevOps
omni-channel-routing-setup
Sets up or updates Salesforce Omni-Channel routing: enables the feature, creates Service Channels, configures Routing Configurations, manages Presence Statuses, assigns skills to r…
Security
connected-apps-and-auth
Use when designing, reviewing, or troubleshooting Salesforce connected apps, Named Credentials, External Credentials, and OAuth-based integrations. Triggered by mentions of OAuth f…
Automation
omniscript-session-state
Persist OmniScript mid-flow state across refresh, navigation, multi-device resume, or abandonment recovery. Covers session objects, staging data, tracking, and resume URLs. Does no…
DevOps
omniscript-versioning
Manage OmniScript versions by activating new ones, deactivating previous versions, testing before activation, rolling back, or identifying versions via Type/Subtype/Language. Not f…
Engineering
flow-record-save-order-interaction
Explains how record-triggered flows interact with the Salesforce Save Order including validation, triggers, duplicate rules, workflows, and assignments. Covers before-save and afte…
Web
lwc-shadow-vs-light-dom-decision
Helps decide between default Shadow DOM and Light DOM (renderMode = 'light') for an LWC. Addresses CSS scoping, third-party framework compatibility, accessibility, Experience Cloud…
Data
cross-cloud-data-deployment
Design data handoff patterns across Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, and Commerce Cloud. Covers shared keys, identity resolution, sync versus event-driven f…
Security
mfa-enforcement-patterns
Designs MFA enforcement patterns for Salesforce including auto-enablement, Authenticator rollout, exceptions, service accounts, API-only users, and SSO compatibility. Excludes pass…
Business
multi-org-strategy
Advises on multi-org Salesforce architecture decisions, hub-and-spoke integration topologies, risk reviews, and cross-org troubleshooting. Use for data-sharing, acquisition, region…
Business
duplicate-rule-person-account-edge-cases
Author Duplicate Rules and Matching Rules for B2C or Person Account orgs without breaking lead conversion, cross-object matching, or PII hygiene. Covers dual-record shapes, email a…
DevOps
flow-orchestration-admin
Manages Flow Orchestration configuration including stages, step assignments, background and interactive steps, evaluation flows, work items, and pause/resume controls. Not intended…
Security
connected-app-security-policies
Manage OAuth policies, IP relaxation, session security, PKCE, and credential rotation for Salesforce Connected Apps. Use when hardening security or configuring restrictions. Not fo…
Engineering
apex-queueable-patterns
Design, implement, review, or debug Queueable Apex jobs that chain, use Finalizer, pass state across transactions, or require controlled async depth. Trigger keywords include Queue…
Data
bulk-api-patterns
Implement Bulk API 2.0 REST calls, choose between v2 and legacy v1, handle CSV format, paginate query results, and build multipart requests. Use for bulk api 2.0 endpoint, ingest j…
Security
flow-runtime-context-and-sharing
Determine and audit Flow execution security context including System Context With Sharing, System Context Without Sharing, and User Context, plus per-element runInMode overrides an…
Business
program-outcome-tracking-design
Designs program outcome measurement guidance for Salesforce nonprofit organizations: logic model structure, indicator taxonomy, impact reporting, and grant compliance using NPSP PM…
Engineering
timezone-and-datetime-pitfalls
Review Apex, SOQL, or Flow logic involving Date or Datetime fields: scheduling, timezone comparisons, user display, date literal filters, or external data persistence. Not for cale…
Web
flexcard-container-composition
Design FlexCard composition: parent/child state flow, layout modes, actions, event wiring, and data source selection. Does NOT cover first-time FlexCard Hello-World, LWC-native alt…
Engineering
flow-record-locking-and-contention
Diagnoses and prevents record locking issues like UNABLE_TO_LOCK_ROW in record-triggered, scheduled, and screen flows by mapping lock chains and applying decoupling patterns such a…
Engineering
flow-migration-from-trigger
Evaluate when to migrate an Apex trigger to Flow and perform the migration safely, including complexity assessment, side-by-side rollout, and test parity. Not for Process Builder m…
Security
lwc-security
Guidance for designing or reviewing LWCs around DOM safety, Lightning Web Security boundaries, third-party library use, and secure server-side data access. Applies to innerHTML, qu…
Web
lwc-server-sent-events
Builds LWCs that subscribe to live server events via lightning/empApi and CometD, including Platform Events and Change Data Capture. Handles lifecycle, replayId, errors, reconnecti…
DevOps
source-tracking-and-conflict-resolution
Diagnoses and resolves SFDX source-tracking conflicts between a local project and Salesforce org, including pull/push errors, force overwrite decisions, and sandbox enablement. Not…
Documentation
standard-object-quirks
Guidance on non-obvious runtime behaviors of Salesforce standard objects including polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger i…
Productivity
apex-plan
Plan and scope projects by discovering requirements, challenging assumptions, and presenting S/M/L options with token and cost estimates. Use for requests like "plan this", "scope …
Automation
flow-action-framework
Design or troubleshoot Salesforce Flow actions in Flow Builder, including standard actions, Apex action elements, list-shaped inputs and outputs, subflows, and choosing between dec…
Data
bulk-api-and-large-data-loads
Select between Bulk API 2.0 and REST/SOAP for large-volume operations, size batch jobs, monitor status, and handle failed records. Use for bulk api, large data load, batch insert, …
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