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Admin skills (261)

Declarative configuration: objects, fields, permission sets, sharing, reports, and the requirements work that precedes them.

• acceptance-criteria-given-when-then
  Use this skill when writing test-first, behavior-driven acceptance criteria in Given/When/Then format for a Salesforce user story.
  • acceptance-criteria
  • given-when-then
  • bdd
  • gherkin
  • test-first
  • user-stories
  Skill folder on GitHub
• activity-and-task-patterns
  Task and Event objects: polymorphic WhatId/WhoId, Activity object model, ActivityHistory vs OpenActivity, activity timeline customization, bulk task creation, Einstein Activity Capture boundaries.
  • task
  • event
  • activity
  • whatid
  • whoid
  • einstein-activity-capture
  Skill folder on GitHub
• agent-conversation-design
  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.
  • conversation-design
  • utterance-authoring
  • fallback-strategy
  • escalation-criteria
  • dialog-scripting
  • einstein-bots
  • agentforce
  Skill folder on GitHub
• agent-output-formats
  Convert the canonical markdown+JSON deliverable of any SfSkills runtime agent into Excel, PDF, CSV, Notion card, ServiceNow ticket, or similar downstream format without adding dependencies to the consumer's project.
  • agent-output
  • conversion
  • excel
  • pdf
  • csv
  • notion
  • servicenow
  • deliverable-contract
  Skill folder on GitHub
• ai-adoption-change-management
  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.
  • agentforce
  • ai-adoption
  • change-management
  • einstein
  • feedback-api
  • user-training
  • trust
  • adoption-metrics
  Skill folder on GitHub
• ai-ethics-and-governance-requirements
  Use this skill when defining AI governance policies, designing human oversight workflows, documenting bias mitigation strategies, or meeting regulatory transparency requirements for Salesforce AI features.
  • ai-governance
  • responsible-ai
  • bias-mitigation
  • human-oversight
  • ai-audit-trail
  • transparency
  • einstein
  • agentforce
  Skill folder on GitHub
• ai-use-case-assessment
  Identify, score, and prioritize Salesforce AI use cases before any implementation begins — opportunity identification, Impact-Effort matrix scoring, feasibility evaluation across Technical/Operational/Data/Risk dimensions, and ROI framing.
  • ai-use-case-assessment
  • ai-strategy
  • einstein
  • agentforce
  • data-readiness
  • roi-estimation
  • feasibility
  • impact-effort-matrix
  Skill folder on GitHub
• analytics-adoption-strategy
  Use this skill when driving adoption of CRM Analytics (Einstein Analytics) across an org — the Analytics Adoption App for measuring who uses which dashboards, embedding analytics into Lightning pages, pinning dashboards to the Analytics home page...
  • crm-analytics
  • analytics-adoption
  • adoption-analytics-app
  • embedded-analytics
  • self-service-analytics
  • analytics-home
  • dashboard-discovery
  • einstein-analytics
  Skill folder on GitHub
• analytics-dashboard-design
  Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters.
  • crm-analytics
  • analytics-dashboard-design
  • bindings
  • faceting
  • chart-types
  • mobile-layout
  • dashboard
  Skill folder on GitHub
• analytics-dashboard-json
  Use this skill when editing CRM Analytics dashboard JSON directly to implement advanced bindings, custom SAQL/SOQL step queries, layout changes, step parameters, or cross-widget interactions.
  • crm-analytics
  • dashboard
  • json
  • bindings
  Skill folder on GitHub
• analytics-data-manager
  Use this skill when configuring Data Manager in CRM Analytics: enabling objects for sync, scheduling data sync runs, setting up remote connections to external databases, monitoring sync status and error logs, or troubleshooting connected object issues.
  • crm-analytics
  • data-manager
  • data-sync
  • connected-objects
  • remote-connections
  • incremental-sync
  • salesforce-data-pipeline
  Skill folder on GitHub
• analytics-dataflow-development
  Use this skill when building, debugging, or optimizing CRM Analytics dataflows — defining node types (sfdcDigest, Append, Augment, computeExpression, computeRelative, Flatten, dim2mea, sfdcRegister), scheduling runs, handling run failures, and tuning...
  • crm-analytics
  • dataflow
  • etl
  • transformation
  Skill folder on GitHub
• analytics-dataset-management
  Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshooting stale or broken datasets.
  • crm-analytics
  • dataset-management
  • dataflow-scheduling
  • date-handling
  • data-refresh
  Skill folder on GitHub
• analytics-kpi-definition
  Use this skill to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built.
  • crm-analytics
  • kpi
  • metrics
  • analytics-requirements
  • analytics-kpi-definition
  Skill folder on GitHub
• analytics-permission-and-sharing
  Configure CRM Analytics (formerly Einstein Analytics) app sharing, dataset-level permissions, row-level security predicates, sharing inheritance, and license assignment.
  • analytics
  • crm-analytics
  • row-level-security
  • security-predicate
  • sharing-inheritance
  • dataset-security
  • license-management
  • admin
  Skill folder on GitHub
• analytics-recipe-design
  Use this skill when designing or building CRM Analytics Data Prep recipes — including node selection, join patterns, bucket field configuration, formula expressions, and scheduling.
  • crm-analytics
  • recipe
  • data-prep
  • transformation
  Skill folder on GitHub
• analytics-requirements-gathering
  Use this skill to elicit, document, and validate CRM Analytics requirements — covering data source mapping (Salesforce object sync vs external connector vs Data Cloud), transformation needs, audience-specific lens or dashboard views, and drill-down path...
  • crm-analytics
  • requirements-gathering
  • analytics-requirements
  • data-source-mapping
  • analytics-requirements-gathering
  Skill folder on GitHub
• api-contract-documentation
  Produce or review API contract documentation for Salesforce integrations: versioning policy artifacts, request/response schema specs, error code catalogs, rate limit documentation, OpenAPI generation for sObjects.
  • rest-api
  • api-versioning
  • api-documentation
  • rate-limits
  • openapi
  • integration
  Skill folder on GitHub
• app-and-tab-configuration
  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.
  • lightning-app
  • custom-tabs
  • app-manager
  • navigation
  • utility-bar
  Skill folder on GitHub
• approval-process-apex-patterns
  Programmatically driving Salesforce Approval Processes from Apex — `Approval.process(ProcessSubmitRequest)` to submit, `ProcessWorkitemRequest` to approve / reject / reassign, recall semantics, querying `ProcessInstance` and `ProcessInstanceWorkitem` to find...
  • approval-process
  • apex
  • process-submit-request
  • process-workitem-request
  • process-instance
  • bulk-approval
  Skill folder on GitHub
• approval-processes
  Design, review, or troubleshoot Salesforce Approval Processes.
  • approval-process
  • approvers
  • record-locking
  • routing
  • escalation
  Skill folder on GitHub
• assignment-rules
  Use this skill when configuring or troubleshooting Lead or Case assignment rules in Salesforce: creating rule entries, setting filter criteria, assigning records to users or queues, understanding when rules run, and implementing round-robin patterns with Apex.
  • assignment-rules
  • lead-management
  • case-management
  • queues
  • routing
  Skill folder on GitHub
• b2b-commerce-store-setup
  Use this skill to configure a Salesforce B2B Commerce storefront: creating the WebStore, linking BuyerGroups, assigning CommerceEntitlementPolicies, and granting buyer contacts transactional access.
  • b2b-commerce
  • webstore
  • buyer-group
  • entitlement-policy
  • buyer-account
  • commerce-setup
  Skill folder on GitHub
• b2b-vs-b2c-requirements
  Use this skill to determine whether a Salesforce Commerce project should use B2B Commerce (account-gated, BuyerGroup-based, contract pricing) or D2C Commerce (consumer storefront, guest checkout, individual-based).
  • b2b-commerce
  • d2c-commerce
  • commerce-platform-selection
  • buyer-journey
  • buyer-group
  • licensing
  • webstore
  • account-based-commerce
  Skill folder on GitHub
• b2c-commerce-store-setup
  Use when configuring or troubleshooting a Salesforce B2C Commerce (SFCC) storefront — including Business Manager site creation, SFRA cartridge path setup, customer groups, search index rebuilding, and key quota limits.
  • b2c-commerce
  • sfcc
  • business-manager
  • sfra
  • cartridge
  • storefront
  • commerce-cloud
  Skill folder on GitHub
• batch-job-scheduling-and-monitoring
  Use when monitoring, diagnosing, or managing Batch Apex, Scheduled Apex, Queueable, and Flow scheduled jobs: Setup > Apex Jobs, AsyncApexJob queries, concurrent limits, failure detection, and notification patterns.
  • batch-apex
  • scheduled-jobs
  • apex-jobs
  • monitoring
  • operational-excellence
  Skill folder on GitHub
• billing-schedule-setup
  Configure Salesforce Billing (blng__ managed package) billing schedules, invoice plans, billing policies, and billing treatments on activated Orders.
  • billing-schedule-setup
  • salesforce-billing
  • blng-namespace
  • invoice-run
  • billing-policy
  • billing-treatment
  • in-advance
  • in-arrears
  Skill folder on GitHub
• business-hours-and-holidays
  Use this skill when creating, deploying, or troubleshooting Salesforce Business Hours and Holidays: the calendars that pause Case escalation rules, entitlement milestones, and Apex BusinessHours math outside working hours.
  • business-hours
  • holidays
  • sla
  • escalation-rules
  • entitlements
  • case-management
  Skill folder on GitHub
• campaign-planning-and-attribution
  Designing Campaign Hierarchy for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, and interpreting multi-touch attribution from MCAE B2B Marketing Analytics.
  • campaigns
  • campaign-hierarchy
  • attribution
  • campaign-influence
  • multi-touch-attribution
  • MCAE
  • ROI
  • B2B-marketing-analytics
  Skill folder on GitHub
• care-coordination-requirements
  Use this skill when mapping care coordination process requirements for Health Cloud: designing care team workflows, transition of care handoffs, social determinants of health (SDOH) barrier tracking, and care gap identification.
  • health-cloud
  • care-coordination
  • integrated-care-management
  • sdoh
  • care-gap
  • care-episode
  • transition-of-care
  Skill folder on GitHub
• care-plan-configuration
  Configure care plan templates, problems, goals, and tasks in Salesforce Health Cloud - the Integrated Care Management (ICM) model (Spring '23+, FHIR R4-aligned) and the legacy CarePlanTemplate__c + Case Tasks model.
  • health-cloud
  • care-plan
  • integrated-care-management
  • icm
  • pgi-library
  • action-plan-template
  Skill folder on GitHub
• care-program-management
  Configure or troubleshoot Health Cloud Care Programs: CareProgram hierarchy, patient enrollment (CareProgramEnrollee), consent prerequisites, program products (CareProgramEnrolleeProduct), provider associations (CareProgramProvider).
  • care-program-management
  • health-cloud
  • care-program
  • enrollment
  • consent
  • life-sciences
  • patient-program-outcome
  Skill folder on GitHub
• case-feed-send-email-action
  Use when configuring the outbound Send Email quick action in Lightning Case Feed — creating the action in Setup on Case (Action Type = Send Email), attaching a default Custom email template, setting predefined To/CC/BCC values, wiring...
  • case-feed
  • send-email-action
  • email-quick-action
  • quickactiondefaultshandler
  • emailmessage
  • move-email
  Skill folder on GitHub
• case-management-setup
  Configuring Salesforce case management: case queues, assignment rules, escalation rules, auto-response rules, Email-to-Case, Web-to-Case, case teams, entitlements, and milestones.
  • cases
  • email-to-case
  • web-to-case
  • escalation-rules
  • entitlements
  • service-cloud
  • case-teams
  • auto-response-rules
  Skill folder on GitHub
• change-advisory-board-process
  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.
  • change-advisory-board
  • cab-process
  • itil
  • governance
  • deployment-governance
  • change-management
  • release-management
  • devops
  Skill folder on GitHub
• change-data-capture-admin
  Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective.
  • change-data-capture
  • cdc
  • change-data-capture-admin
  • entity-selection
  • channel-enrichment
  • platform-events
  • platform-event-channel
  • metadata-api
  Skill folder on GitHub
• change-management-and-deployment
  Use when planning, reviewing, or troubleshooting Salesforce metadata releases and admin deployment processes.
  • deployment
  • release-management
  • change-sets
  • rollback
  • metadata
  Skill folder on GitHub
• change-management-and-training
  Use this skill when planning user adoption, structuring Salesforce training materials, drafting release communications, or running a change impact assessment for a Salesforce rollout or update.
  • change-management
  • user-adoption
  • training
  • release-communication
  • go-live
  Skill folder on GitHub
• chatter-group-governance
  Use when admins are governing the Chatter group lifecycle — creation policy, public/private/unlisted visibility decisions, group ownership transfer when owners leave, archived vs inactive vs deleted state changes, auto-archive behavior, naming conventions...
  • chatter-group-governance
  • chatter
  • collaboration-group
  • group-lifecycle
  • group-archival
  • ownership-transfer
  Skill folder on GitHub
• chatter-notification-tuning
  Use when admins are reducing Chatter signal-to-noise across an org — covers org-level Chatter Email Settings, per-user Email Settings preferences, group-level email digest frequency (Daily / Weekly / Every post / Never), bell-icon Custom Notifications vs...
  • chatter-notification-tuning
  • chatter
  • email-notifications
  • feed-tracking
  • notification-builder
  • digest-frequency
  Skill folder on GitHub
• classic-email-template-migration
  Migrating Classic email templates (Text, HTML with Letterhead, Custom HTML, Visualforce email) to Lightning Email Templates (LET) and the Email Template Builder.
  • email-templates
  • lightning-email-template
  • letterhead
  • enhanced-letterhead
  • email-alert
  • merge-fields
  • visualforce-email
  Skill folder on GitHub
• client-onboarding-design
  Use this skill when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs.
  • client-onboarding-design
  • financial-services-cloud
  • onboarding-process
  • action-plan-templates
  • compliance-checkpoints
  • document-collection
  • welcome-journey
  • omnistudio
  Skill folder on GitHub
• clinical-data-requirements
  Use this skill when defining clinical data model requirements for Health Cloud: HL7/FHIR data mapping, interoperability requirements, FHIR R4-aligned object activation, CodeableConcept constraints, and middleware translation requirements.
  • health-cloud
  • fhir-r4
  • clinical-data-model
  • hl7
  • interoperability
  • codeable-concept
  Skill folder on GitHub
• collaborative-forecasts
  Set up, configure or troubleshoot Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, pipeline inspection integration.
  • collaborative-forecasts
  • forecast-types
  • forecast-categories
  • quota-management
  • forecast-adjustments
  • cumulative-rollup
  • opportunity-splits
  Skill folder on GitHub
• commerce-catalog-strategy
  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.
  • commerce-catalog-strategy
  • b2b-commerce
  • b2c-commerce
  • d2c-commerce
  • taxonomy
  • product-attributes
  • search-strategy
  • catalog-design
  Skill folder on GitHub
• commerce-checkout-configuration
  Use this skill when configuring Salesforce B2B or D2C Commerce checkout: payment methods, shipping/tax integration, guest checkout, order summary setup, and CartCheckoutSession state orchestration.
  • commerce
  • checkout
  • payment-adapter
  • shipping
  • tax
  • cart-checkout-session
  • guest-checkout
  • order-summary
  Skill folder on GitHub
• commerce-checkout-flow-design
  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...
  • commerce
  • checkout
  • checkout-design
  • lwr
  • aura
  • managed-checkout
  • guest-checkout
  • payment-options
  Skill folder on GitHub
• commerce-order-management
  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.
  • order-management
  • oms
  • order-summary
  • fulfillment-order
  • return-order
  • connect-api
  • platform-events
  Skill folder on GitHub
• commerce-pricing-and-promotions
  Configure pricebooks, tiered pricing, promotions, coupon codes, and cart discounts for B2B or D2C Commerce stores.
  • commerce
  • pricing
  • promotions
  • pricebook
  • b2b-commerce
  • d2c-commerce
  • buyer-group
  • tiered-pricing
  Skill folder on GitHub
• commerce-product-catalog
  Use when configuring or troubleshooting the B2B/B2C Commerce product catalog — ProductCatalog, ProductCategory, ProductCategoryProduct, WebStoreCatalog, CommerceEntitlementPolicy, product attributes, and product variants.
  • commerce-product-catalog
  • b2b-commerce
  • product-category
  • product-attributes
  • entitlement-policy
  • product-variants
  • webstore-catalog
  Skill folder on GitHub
• community-engagement-strategy
  Design the engagement model for an Experience Cloud community: reputation levels, ideation, and content contribution strategy.
  • experience-cloud
  • community-engagement
  • reputation
  • ideation
  • gamification
  • managed-topics
  • community-metrics
  Skill folder on GitHub
• compliance-documentation-requirements
  Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection workflows, AML screening integration setup, audit trail configuration, and regulatory...
  • compliance
  • kyc
  • aml
  • fsc
  • audit-trail
  • field-audit-trail
  • discovery-framework
  • identity-verification
  Skill folder on GitHub
• compliant-data-sharing-setup
  Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding the Financial Deal Participants related list, and defining Participant Roles.
  • fsc
  • compliant-data-sharing
  • ethical-walls
  • sharing-model
  • financial-services
  • participant-roles
  • deal-management
  Skill folder on GitHub
• compound-field-patterns
  Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions.
  • compound-fields
  • address
  • geolocation
  • name
  • soql
  Skill folder on GitHub
• configuration-workbook-authoring
  Author the Salesforce Configuration Workbook — the structured, reviewable handoff document an admin uses to execute a feature across Objects/Fields, Page Layouts, Profiles/PSGs, Sharing, Validation, Automation, List Views, Reports, Integrations, and Data.
  • configuration-workbook-authoring
  • admin-handoff
  • implementation-spec
  • rtm-traceability
  • agent-routing
  Skill folder on GitHub
• connected-app-troubleshooting
  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`...
  • connected-app
  • oauth
  • refresh-token
  • ip-relaxation
  • login-history
  • session-revocation
  Skill folder on GitHub
• connected-apps-and-auth
  Use when designing, reviewing, or troubleshooting Salesforce connected apps, External Client Apps, Named Credentials, External Credentials, and OAuth-based integration access.
  • connected-apps
  • oauth
  • named-credentials
  • external-credentials
  • integration-auth
  Skill folder on GitHub
• consent-management-marketing
  Email consent management in Marketing Cloud: configuring Subscription Centers, building Preference Centers on CloudPages, enforcing CAN-SPAM and GDPR requirements, and handling opt-out propagation.
  • marketing-cloud
  • consent
  • can-spam
  • gdpr
  • subscription-center
  • preference-center
  • opt-out
  • publication-lists
  Skill folder on GitHub
• consumer-goods-cloud-setup
  Consumer Goods Cloud setup: visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, image recognition.
  • consumer-goods
  • retail-execution
  • visit-execution
  • route-planning
  • compliance
  • industries
  • cg-cloud
  Skill folder on GitHub
• contract-and-renewal-management
  Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes.
  • cpq
  • contracts
  • amendments
  • renewals
  • subscriptions
  • sbqq
  • orders
  • contract-lifecycle
  Skill folder on GitHub
• cpq-approval-workflows
  Configuring or troubleshooting Salesforce CPQ Advanced Approvals: SBAA__ApprovalRule__c, SBAA__ApprovalVariable__c for cross-line aggregation, SBAA__ApprovalChain__c for ordered approver sequences, escalation timeouts, Smart Approvals for re-quote skip logic...
  • cpq
  • advanced-approvals
  • sbaa
  • approval-rules
  • approval-chains
  • smart-approvals
  • approval-variables
  • discount-approval
  Skill folder on GitHub
• cpq-guided-selling
  Use this skill when configuring or troubleshooting the Salesforce CPQ Guided Selling wizard: Quote Process records, ProcessInput questions that filter products by field value, mapping answers to Product2 classification fields, and search type choice...
  • cpq
  • guided-selling
  • quote-process
  • process-input
  • product-selection
  • product-search
  • sbqq
  Skill folder on GitHub
• cpq-pricing-rules
  Use when configuring or troubleshooting Salesforce CPQ pricing: Price Rules, Price Conditions, Price Actions, Lookup Queries, Discount Schedules, Block Pricing, Percent of Total, and Contracted Prices.
  • cpq
  • pricing
  • price-rules
  • discount-schedules
  • contracted-pricing
  • block-pricing
  • percent-of-total
  • quote-calculation
  Skill folder on GitHub
• cpq-product-catalog-setup
  Use this skill when setting up or modifying product bundles, product options, product rules, configuration attributes, and product features in Salesforce CPQ.
  • cpq
  • product-catalog
  • bundles
  • product-rules
  • configuration-attributes
  • option-constraints
  Skill folder on GitHub
• cpq-quote-templates
  Use when designing or troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating branded PDFs, or handling multi-language output.
  • cpq
  • cpq-quote-templates
  • sbqq
  • pdf-generation
  • line-columns
  • conditional-sections
  • quote-documents
  Skill folder on GitHub
• crm-analytics-app-creation
  Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, app sharing, and the row-level security that gates whether users see any data.
  • crm-analytics
  • analytics-studio
  • datasets
  • lenses
  • dashboards
  • einstein-analytics
  • analytics-app
  • crm-analytics-app-creation
  Skill folder on GitHub
• custom-button-to-action-migration
  Migrating Classic Custom Buttons (Detail Page Buttons, List Buttons, Mass Action Buttons) and JavaScript Buttons to Lightning Quick Actions, Screen Flow Actions, LWC Quick Actions, and headless Quick Actions.
  • custom-buttons
  • javascript-buttons
  • quick-actions
  • lwc-quick-actions
  • screen-flow-actions
  • mass-action
  • migration
  Skill folder on GitHub
• custom-field-creation
  Use when creating a new custom field on any Salesforce object: choosing field type, setting API name, configuring Field-Level Security, adding to page layouts, and deploying.
  • custom-fields
  • add-field
  • new-field
  • field-level-security
  • page-layout
  • metadata
  • admin
  • object-field
  Skill folder on GitHub
• custom-label-management
  Custom Labels for i18n, configuration strings, and UI text: translation workbench, Apex System.Label, LWC @salesforce/label imports, 1,000-char limit.
  • custom-labels
  • i18n
  • translation
  • lwc
  • apex
  Skill folder on GitHub
• custom-metadata-types
  Use when designing deployable Salesforce configuration with Custom Metadata Types, especially when choosing between CMTs, Custom Settings, and Custom Objects, protecting packaged defaults, or exposing config to Apex, Flow, and formulas.
  • custom-metadata-types
  • configuration
  • custom-settings
  • feature-flags
  • deployable-config
  Skill folder on GitHub
• custom-metadata-types-and-settings
  Use when choosing between Custom Metadata Types and Custom Settings, understanding hierarchical vs list settings, deployment behavior, governor limit implications, or accessing either from Apex and Flow.
  • custom-metadata-types
  • custom-settings
  • hierarchical-settings
  • deployable-config
  • governor-limits
  • configuration
  Skill folder on GitHub
• custom-notification-type-design
  Use when designing Custom Notification Types that fire via Flow, Apex, or Process Builder to Lightning bell, desktop, mobile (push), and Slack.
  • admin
  • notifications
  • custom-notification-type
  • push
  • slack
  Skill folder on GitHub
• custom-notification-types
  Custom Notification Types for desktop/mobile push alerts from Flow or Apex: type creation, target channels, Messaging.CustomNotification invocation, recipient limits, bulk notification patterns.
  • custom-notifications
  • messaging-customnotification
  • flow-actions
  • push-notifications
  • mobile
  Skill folder on GitHub
• custom-permissions
  Use when creating, assigning, or checking custom permissions to control feature access beyond CRUD and FLS.
  • custom-permissions
  • access-control
  • permission-set
  • feature-flags
  • apex
  Skill folder on GitHub
• data-cloud-calculated-insights
  Create, design, and maintain Calculated Insights in Data Cloud: SQL authoring, dimension and measure definition, scheduling, streaming insights.
  • data-cloud
  • calculated-insights
  • streaming-insights
  • sql
  • data-cloud-metrics
  • segmentation
  Skill folder on GitHub
• data-cloud-identity-resolution
  Use this skill when configuring or troubleshooting Data Cloud identity resolution rulesets — matching rules, reconciliation rules, unified profiles, and cross-device identity linking.
  • data-cloud
  • identity-resolution
  • unified-profile
  • match-rules
  • reconciliation-rules
  • customer-data-platform
  Skill folder on GitHub
• data-cloud-provisioning
  Use when enabling Data Cloud (Data 360) in an org, creating data spaces, assigning permission sets, registering ingestion API sources, or configuring activation targets.
  • data-cloud
  • data-cloud-provisioning
  • data-spaces
  • ingestion-api
  • activation-targets
  • permission-sets
  • admin
  Skill folder on GitHub
• data-cloud-segmentation
  Create, filter, refresh, and activate audience segments in Salesforce Data Cloud: segment types (Standard, Real-Time, Waterfall, Dynamic, Data Kit), segment refresh schedules, activation field mapping, audience publishing.
  • data-cloud
  • segmentation
  • activation
  • audience-publishing
  • segment-refresh
  • real-time-segmentation
  Skill folder on GitHub
• data-export-service
  Use when configuring or operating the native Salesforce Data Export Service (Setup → Data Export) — weekly or monthly CSV export, attachment inclusion, file-size split, the 48-hour download window, and the gap between this free utility and the paid Salesforce...
  • data-export-service
  • weekly-export
  • monthly-export
  • csv-export
  • backup-strategy
  • operational-excellence
  Skill folder on GitHub
• data-import-and-management
  Use when planning, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates.
  • data-load
  • migration
  • bulk-api
  • upsert
  • external-id
  Skill folder on GitHub
• data-model-documentation
  Use when a BA or admin needs to document the Salesforce data model: creating field inventories, object relationship maps, ER diagrams, or analyzing field usage across objects.
  • data-model
  • field-inventory
  • er-diagram
  • schema-documentation
  • data-dictionary
  • schema-describe
  • object-relationships
  Skill folder on GitHub
• data-skew-and-sharing-performance
  Diagnose and mitigate Salesforce data skew — ownership skew (single user owns >10,000 records) and parent-child skew (>10,000 children under one parent) — that cause sharing recalculation slowness, group membership lock errors, and record-level locking...
  • data-skew
  • sharing-recalculation
  • ownership-skew
  • performance
  • large-data-volumes
  Skill folder on GitHub
• data-storytelling-design
  Designing data stories and narrative-driven analytics in Salesforce: structuring CRM Analytics dashboards for executive communication, text widgets and conditional highlights for annotation, sequential narrative in Tableau Story sheets, and Einstein Discovery...
  • crm-analytics
  • tableau
  • data-storytelling
  • dashboard-design
  • analytics
  • einstein-discovery
  Skill folder on GitHub
• delegated-administration
  Use when configuring delegated administration to allow non-system-admin users to manage specific user groups, reset passwords, assign permission sets, or administer custom objects.
  • delegated-administration
  • delegate-group
  • user-management
  • security
  • role-hierarchy
  • profiles
  • permission-sets
  • login-access
  Skill folder on GitHub
• deployment-risk-assessment
  Use when a practitioner needs to classify the risk level of an upcoming Salesforce deployment, define rollback trigger conditions, or assign decision authority before the release window opens.
  • deployment-risk-assessment
  • release-management
  • rollback-planning
  • change-management
  • devops
  • well-architected
  Skill folder on GitHub
• devops-process-documentation
  Use when authoring, reviewing, or maintaining Salesforce DevOps operational documents — runbooks, environment matrices, deployment guides, and post-deploy validation checklists.
  • runbook
  • deployment-guide
  • environment-matrix
  • devops-documentation
  • operational-excellence
  Skill folder on GitHub
• digital-storefront-requirements
  Use when gathering or evaluating requirements for a Salesforce Commerce Cloud digital storefront — branding strategy, content management approach, personalization, mobile experience, and accessibility compliance.
  • commerce-cloud
  • SFRA
  • PWA-kit
  • storefront
  • accessibility
  • branding
  • personalization
  Skill folder on GitHub
• donor-lifecycle-requirements
  Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management, upgrade paths, lapsed donor re-engagement, and portfolio segmentation.
  • npsp
  • nonprofit-cloud
  • donor-management
  • moves-management
  • lifecycle
  • fundraising
  Skill folder on GitHub
• duplicate-management
  Use when designing, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance.
  • duplicate-rules
  • matching-rules
  • merge
  • survivorship
  • data-quality
  • duplicate-record-set
  Skill folder on GitHub
• dynamic-forms-and-actions
  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...
  • dynamic-forms
  • dynamic-actions
  • lightning-app-builder
  • record-page
  • visibility-rules
  • admin-declarative
  Skill folder on GitHub
• dynamic-forms-migration
  Migrating standard Lightning Record Page layouts (Page Layouts on the Record Detail component) to Dynamic Forms — converting fields and sections to component-level placement, replacing record-type-driven layouts with field-visibility filters, retaining or...
  • dynamic-forms
  • page-layouts
  • record-pages
  • lightning-app-builder
  • field-visibility
  • migration
  Skill folder on GitHub
• education-cloud-eda-setup
  Education Cloud (EDA — Education Data Architecture) setup: student success hub, advisor workflows, enrollment management, academic data model.
  • education-cloud
  • eda
  • student-success
  • enrollment
  • industries
  • affiliation
  • program-plan
  Skill folder on GitHub
• einstein-activity-capture-setup
  Configure Einstein Activity Capture (EAC) for an org: enable the feature, create Configuration profiles, set auth type (User-Level or Org-Level OAuth), define email and calendar sync scope, excluded domains and privacy settings, assign users, verify sync...
  • einstein-activity-capture
  • eac
  • email-sync
  • calendar-sync
  • activity-timeline
  • sales-cloud
  • configuration-profile
  • oauth
  Skill folder on GitHub
• einstein-analytics-basics
  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.
  • crm-analytics
  • reports
  • dashboards
  • datasets
  • tool-selection
  Skill folder on GitHub
• einstein-discovery-deployment
  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...
  • einstein-discovery
  • prediction-definition
  • model-deployment
  • bulk-predict
  • flow-action
  • model-manager
  • crm-analytics
  • admin
  Skill folder on GitHub
• einstein-discovery-setup
  Use this skill when an admin needs to create an Einstein Discovery story in CRM Analytics Studio, configure prediction definitions, deploy writeback fields, set up what-if analysis, or manage model refresh and activation.
  • einstein-discovery-setup
  • einstein-discovery
  • crm-analytics
  • prediction-definition
  • writeback-field
  • story-creation
  • model-refresh
  • what-if-analysis
  Skill folder on GitHub
• email-deliverability-strategy
  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.
  • email-deliverability
  • spf
  • dkim
  • dmarc
  • sender-reputation
  • list-hygiene
  • dedicated-ip
  • marketing-cloud
  Skill folder on GitHub
• email-service-inbound
  Inbound email processing in Salesforce via Email Services + the `Messaging.InboundEmailHandler` Apex interface.
  • email-service
  • inboundemailhandler
  • emailservicesaddress
  • inbound-email
  • email-to-case
  • emailservicesfunction
  • routing-address
  • inbound-email-limits
  Skill folder on GitHub
• email-studio-administration
  Use when building, configuring, or troubleshooting email sends in Marketing Cloud Email Studio and Content Builder.
  • email-studio
  • content-builder
  • dynamic-content
  • send-classification
  • ab-testing
  • triggered-sends
  • suppression-lists
  • marketing-cloud
  Skill folder on GitHub
• email-templates-and-alerts
  Use when designing, reviewing, or troubleshooting Salesforce email templates, email alerts, and declarative notification design.
  • email-alerts
  • templates
  • merge-fields
  • notifications
  • org-wide-email
  Skill folder on GitHub
• email-to-case-configuration
  Configuring Salesforce Email-to-Case: Standard vs On-Demand mode selection, routing address setup, email threading via Lightning tokens, auto-response rules, attachment limits, and per-address case field defaults.
  • email-to-case
  • routing-address
  • on-demand-email-to-case
  • email-threading
  • service-cloud
  • case-creation
  • auto-response-rules
  • case-settings
  Skill folder on GitHub
• enterprise-territory-management
  Use when configuring or troubleshooting Salesforce Enterprise Territory Management (ETM): territory models, territory types, territory hierarchies, account assignment rules, opportunity territory assignment, and forecast by territory.
  • territory-model
  • account-assignment-rules
  • territory-forecast
  • territory-hierarchy
  • opportunity-territory
  • etm
  Skill folder on GitHub
• entitlements-and-milestones
  Use this skill to design, configure, and troubleshoot Salesforce Entitlement Management on Cases: entitlement processes, milestone definitions, recurrence types, milestone actions (success/warning/violation), business hours assignment, and entitlement...
  • entitlements
  • milestones
  • SLA
  • service-cloud
  • case-management
  • business-hours
  Skill folder on GitHub
• escalation-rules
  Configure and troubleshoot Salesforce Case Escalation Rules: time-based escalation entries, business hours configuration, escalation actions (email alerts and reassignment), and diagnosing why cases are not escalating.
  • escalation-rules
  • case-management
  • business-hours
  • service-cloud
  • time-based-automation
  Skill folder on GitHub
• experience-cloud-cms-content
  Use when setting up CMS workspaces, creating or publishing content types for Experience Cloud sites, managing content scheduling, or configuring audience targeting on content variants.
  • experience-cloud-cms-content
  • cms-workspace
  • managed-content
  • content-types
  • audience-targeting
  • content-scheduling
  • digital-experiences
  Skill folder on GitHub
• experience-cloud-guest-access
  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...
  • experience-cloud
  • guest-user
  • public-pages
  • unauthenticated-access
  • experience-builder
  Skill folder on GitHub
• experience-cloud-member-management
  Use this skill when adding external users to an Experience Cloud site, configuring self-registration, managing external user licenses, or customising the login and registration pages.
  • experience-cloud
  • external-users
  • self-registration
  • community
  • licensing
  • member-management
  Skill folder on GitHub
• experience-cloud-moderation
  Set up or tune Experience Cloud content moderation: keyword/criteria rules, member reputation system, moderation queue.
  • experience-cloud
  • moderation
  • reputation
  • community
  • content-approval
  Skill folder on GitHub
• experience-cloud-seo-settings
  Configure SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure.
  • experience-cloud
  • seo
  • sitemap
  • robots-txt
  • experience-builder
  • lwr
  • community
  Skill folder on GitHub
• experience-cloud-site-setup
  Use when creating a new Experience Cloud site: selecting LWR vs Aura template, configuring branding and navigation, setting up a custom domain, and using Experience Builder.
  • experience-cloud
  • lwr
  • aura
  • site-builder
  • community
  • branding
  • custom-domain
  • network-metadata
  Skill folder on GitHub
• field-dependency-and-controlling
  Dependent picklists in Salesforce: controlling field (picklist or checkbox), dependent picklist, valueSettings matrix in metadata, API behavior via SOAP/REST, LWC lightning-combobox with dependency.
  • admin
  • picklist
  • dependent-picklist
  • controlling-field
  • valuesettings
  Skill folder on GitHub
• financial-account-setup
  Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup...
  • financial-services-cloud
  • fsc
  • financial-accounts
  • rollup
  • financial-account-roles
  • holdings
  Skill folder on GitHub
• financial-planning-process
  Use this skill when configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud.
  • financial-planning-process
  • financial-services-cloud
  • fsc
  • financial-goal
  • financial-plan
  • action-plan
  • review-cycle
  • risk-tolerance
  Skill folder on GitHub
• fit-gap-analysis-against-org
  Use when scoring a list of business or solution requirements against the *actual* capabilities of a specific Salesforce org so each row can be classified Standard / Configuration / Low-Code / Custom / Unfit, given an effort tier (S/M/L/XL), a risk tag, and an...
  • fit-gap-analysis
  • capability-matrix
  • requirement-scoring
  • effort-estimation
  • risk-tagging
  • appexchange-evaluation
  • handoff-routing
  • admin
  Skill folder on GitHub
• flexcard-requirements
  Specify a FlexCard before a developer opens Card Designer: the card-state set and the condition that selects each state, the data source type behind each card (DataRaptor, Integration Procedure, Apex remote, SOQL), the action menu users get (navigate, launch...
  • omnistudio
  • flexcard
  • requirements-gathering
  • card-design
  • card-states
  Skill folder on GitHub
• flow-for-admins
  Use when designing, reviewing, or debugging Salesforce Flows from an Admin perspective.
  • flow
  • record-triggered-flow
  • screen-flow
  • automation
  • fault-handling
  Skill folder on GitHub
• flow-orchestration-admin
  Flow Orchestration admin: stage configuration, step assignment, background steps, interactive steps, evaluation flows, work items, pause/resume. NOT for approval routing a standard approval process would handle — use admin/approval-processes.
  • flow-orchestration
  • work-items
  • stages
  • interactive-steps
  • background-steps
  • workflow
  • admin
  Skill folder on GitHub
• formula-fields
  Use when designing, reviewing, or troubleshooting Salesforce formula fields.
  • formula-fields
  • cross-object
  • compile-size
  • null-handling
  • performance
  Skill folder on GitHub
• fsc-action-plans
  Use this skill when designing, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks.
  • fsc-action-plans
  • financial-services-cloud
  • action-plan-template
  • client-onboarding
  • compliance-tasks
  • task-sequence
  Skill folder on GitHub
• fsc-referral-management
  Use this skill when configuring or troubleshooting FSC Referral Management: setting up referral types via ReferralRecordTypeMapping custom metadata, routing referrals through Lead Assignment Rules keyed on the Expressed Interest picklist, tracking Referrer...
  • fsc-referral-management
  • financial-services-cloud
  • referral-routing
  • lead-assignment
  • referrer-score
  • experience-cloud
  • fsc-admin
  Skill folder on GitHub
• fsc-relationship-groups
  Use this skill when creating, configuring, or troubleshooting FSC Relationship Groups — including Household, Professional Group, and Trust group types; member role assignment via AccountContactRelation FSC fields; Primary Group designation; and group-level...
  • financial-services-cloud
  • fsc
  • relationship-groups
  • household
  • professional-group
  • trust
  • account-contact-relation
  • wealth-aggregation
  Skill folder on GitHub
• fsl-capacity-planning
  Use this skill to configure and manage Field Service Lightning workforce capacity — covering ServiceResourceCapacity for individual resource caps, WorkCapacityLimit for territory-level demand throttling, and reporting strategies for capacity vs.
  • field-service
  • fsl
  • capacity-planning
  • workforce-management
  • ServiceResourceCapacity
  • WorkCapacityLimit
  • scheduling
  • territory
  Skill folder on GitHub
• fsl-inventory-management
  Configure and manage Field Service Lightning inventory: ProductItem (stock at locations), ProductTransfer (stock movement), ProductConsumed (parts used on work orders), ProductRequest/ProductRequestLineItem (replenishment ordering), ProductItemTransaction...
  • field-service
  • fsl
  • inventory
  • product-item
  • product-transfer
  • product-consumed
  • van-stock
  • parts-management
  Skill folder on GitHub
• fsl-mobile-app-setup
  Use this skill when configuring, extending, or troubleshooting the Salesforce Field Service (FSL) Mobile app for field technicians — including offline priming strategy, app extensions, deep linking, and custom branding.
  • field-service
  • fsl-mobile
  • offline
  • app-extensions
  • deep-linking
  • mobile
  • offline-priming
  Skill folder on GitHub
• fsl-mobile-workflow-design
  Use this skill when designing, troubleshooting, or reviewing FSL Mobile worker workflows — job lifecycle management, offline data capture, customer signature collection, parts consumption, and geolocation-triggered status transitions.
  • fsl-mobile
  • field-service
  • offline-workflow
  • job-lifecycle
  • briefcase-priming
  • signature-capture
  • parts-consumption
  • data-capture-flow
  Skill folder on GitHub
• fsl-resource-management
  Use this skill to configure Field Service Lightning service resources — including ServiceResource types, skill assignments via ServiceResourceSkill, capacity-based resource setup, and ResourcePreference rules.
  • field-service
  • fsl
  • service-resource
  • scheduling
  • resource-skills
  • capacity
  • resource-preference
  Skill folder on GitHub
• fsl-scheduling-optimization-design
  Use this skill to design, configure, and troubleshoot the Field Service Lightning (FSL) Optimizer — including selecting optimization type (Global, In-Day, Resource Schedule), understanding the priority-score model, configuring travel mode (Aerial vs...
  • field-service
  • fsl
  • optimizer
  • scheduling-optimization
  • global-optimization
  • in-day-optimization
  • travel-mode
  • appointment-priority
  Skill folder on GitHub
• fsl-scheduling-policies
  Use this skill to create, configure, or tune Field Service Lightning scheduling policies — including work rules (pass/fail filters) and service objectives (weighted ranking criteria).
  • field-service
  • fsl
  • scheduling-policy
  • work-rules
  • service-objectives
  • optimization
  • scheduling
  Skill folder on GitHub
• fsl-service-territory-setup
  Use this skill to configure Field Service Lightning service territories — including territory types, operating hours, time slots, territory hierarchy, member types, and polygon boundaries.
  • field-service
  • fsl
  • service-territory
  • scheduling
  • operating-hours
  • service-resource
  Skill folder on GitHub
• fsl-shifts-and-crew
  Configure FSL Shifts, ShiftTemplates, ShiftPatterns, and Crew ServiceResources — availability windows layered on Operating Hours, bulk shift generation via ShiftPattern + ShiftPatternEntry, and the two Crew models (Static vs.
  • field-service
  • fsl
  • shifts
  • crew
  • shift-pattern
  • shift-template
  • operating-hours
  • scheduling
  Skill folder on GitHub
• fsl-sla-configuration-requirements
  Use this skill to configure SLA enforcement for Salesforce Field Service (FSL) using Work Order entitlement processes: designing entitlement processes of type Work Order, defining FSL milestones (response time, on-site arrival, resolution), wiring milestone...
  • field-service
  • FSL
  • SLA
  • entitlements
  • milestones
  • work-orders
  • operating-hours
  • business-hours
  Skill folder on GitHub
• fsl-work-order-management
  Configure and manage Field Service Lightning work orders: work types, work order line items, service appointments, status flow, and auto-creation via maintenance plans.
  • field-service
  • fsl
  • work-orders
  • service-appointments
  • work-types
  • maintenance-plans
  Skill folder on GitHub
• fundraising-process-mapping
  Use when designing nonprofit fundraising lifecycle stages, donor pipeline workflows, cultivation-to-stewardship cycles, or Salesforce Opportunity sales process configuration for NPSP or Nonprofit Cloud.
  • nonprofit
  • NPSP
  • fundraising
  • moves-management
  • major-gifts
  • donor-pipeline
  • cultivation
  • stewardship
  Skill folder on GitHub
• gift-entry-and-processing
  Configure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows.
  • npsp
  • nonprofit
  • gift-entry
  • donations
  • receipting
  Skill folder on GitHub
• global-actions-and-quick-actions
  Use this skill when configuring object-specific quick actions or global actions in Salesforce: choosing between action types, editing action layouts, pre-filling fields with predefined values, and adding actions to Lightning page layouts or mobile navigation.
  • quick-actions
  • global-actions
  • action-layout
  • mobile
  • productivity
  Skill folder on GitHub
• global-search-configuration
  Configure platform-level global search in a Salesforce org — per-object Search Layouts (Search Results, Lookup Dialogs, Lookup Phone Dialogs, Tab columns), the Setup → Search Settings page (Sidebar Search, Lookup Auto-Completion, Drop-Down List size), and...
  • global-search
  • search-layouts
  • synonym-groups
  • lookup-dialog
  • search-settings
  • admin-configuration
  • tab-columns
  Skill folder on GitHub
• grant-management-setup
  Use when configuring grant tracking in a Salesforce nonprofit org: NPSP Outbound Funds Module (open-source outfunds managed package) or Nonprofit Cloud for Grantmaking (separate license).
  • npsp
  • grants
  • funding-awards
  • disbursements
  • nonprofit
  • grantmaking
  Skill folder on GitHub
• health-cloud-consent-management
  Use this skill when configuring Health Cloud patient consent management: setting up HIPAA authorization forms, consent templates, consent tracking per patient, and withdrawal handling.
  • health-cloud
  • consent-management
  • hipaa
  • authorization-form
  • phi-compliance
  Skill folder on GitHub
• health-cloud-patient-setup
  Configure patient or member records in Salesforce Health Cloud: Person Account enablement, patient record types, care team role configuration, patient card customization, clinical data display.
  • health-cloud
  • patient
  • person-accounts
  • care-team
  Skill folder on GitHub
• health-cloud-timeline
  Configure the Industries Enhanced Timeline in Health Cloud to display clinical events, custom object records, and activity history on a patient or member record.
  • health-cloud
  • enhanced-timeline
  • industries-timeline
  • TimelineObjectDefinition
  • clinical-data
  • patient-record
  • admin
  • metadata
  Skill folder on GitHub
• hipaa-workflow-design
  Use this skill when designing HIPAA-compliant workflow requirements for Health Cloud: minimum necessary access design, audit trail requirements mapping, access control patterns, and BAA dependency identification.
  • health-cloud
  • hipaa
  • phi-compliance
  • audit-trail
  • shield
  • baa
  • access-control
  Skill folder on GitHub
• household-model-configuration
  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.
  • financial-services-cloud
  • fsc
  • household
  • account-contact-relation
  • rollups
  • person-accounts
  • primary-group
  Skill folder on GitHub
• in-app-guidance-and-walkthroughs
  Configuring Salesforce In-App Guidance: floating, docked, and targeted prompts, multi-step walkthroughs, audience targeting, scheduling, and adoption analytics.
  • in-app-guidance
  • walkthroughs
  • prompts
  • user-adoption
  • onboarding
  • lightning-experience
  Skill folder on GitHub
• industries-communications-setup
  Configure Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog, TM Forum-aligned order decomposition setup, Account record-type segmentation, contract lifecycle activation.
  • communications-cloud
  • enterprise-product-catalog
  • epc
  • order-management
  • industries
  • subscriber-management
  • contract-lifecycle
  • tm-forum
  Skill folder on GitHub
• industries-energy-utilities-setup
  Operational setup guide for Salesforce Energy and Utilities Cloud: license activation, permission sets, industry-specific object configuration (ServicePoint, Meter, MeterReading, Consumption, ServiceAccount, ServiceContract, RatePlan), CIS/billing system...
  • energy-utilities
  • industries-cloud
  • service-point
  • meter-management
  • rate-plan
  • service-order
  • cis-integration
  • admin-setup
  Skill folder on GitHub
• industries-insurance-setup
  Configure Salesforce Industries Insurance (Financial Services Cloud Insurance): permission set licenses, irreversible org settings, core insurance objects, coverage types, claim configuration, and OmniScript-based quoting via the Insurance Product...
  • insurance
  • fsc
  • industries
  • omnistudio
  • policy-administration
  • claims
  • quoting
  • connect-api
  Skill folder on GitHub
• industries-process-design
  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.
  • industries
  • insurance-cloud
  • communications-cloud
  • energy-utilities-cloud
  • omniscript
  • claims-management
  • order-management
  • service-order
  Skill folder on GitHub
• industries-public-sector-setup
  Public Sector Solutions (PSS) setup: licensing, permits, inspections, benefits, case management for government, citizen portals, and grant management.
  • public-sector
  • industries
  • licensing
  • permits
  • benefits
  • grants
  • omnistudio
  Skill folder on GitHub
• integration-admin-connected-apps
  Use when managing Connected Apps for integration purposes — configuring OAuth policies, IP restrictions, refresh token expiry, pre-authorization assignment via profile or permission set, and monitoring connected app usage via EventLogFile.
  • connected-app
  • oauth
  • integration-admin-connected-apps
  • oauth-policies
  • ip-relaxation
  • refresh-token
  • event-monitoring
  Skill folder on GitHub
• integration-pattern-selection
  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.
  • integration
  • architecture
  • pattern-selection
  • ba-role
  • integration-pattern-selection
  • decision-record
  • bulk-api-vs-rest
  • named-credentials
  Skill folder on GitHub
• integration-user-management
  Use when setting up or auditing a dedicated Salesforce integration user — Salesforce Integration user license, API-only profile, permission set layering, MFA waiver, and login monitoring.
  • integration-user
  • api-only
  • integration-user-management
  • mfa-waiver
  • permission-set
  • login-history
  Skill folder on GitHub
• journey-builder-administration
  Use when setting up, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria, journey versions, test mode, or journey analytics.
  • journey-builder
  • marketing-cloud
  • entry-sources
  • decision-splits
  • journey-goals
  • exit-criteria
  • journey-versions
  • automation
  Skill folder on GitHub
• knowledge-base-administration
  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...
  • knowledge
  • lightning-knowledge
  • data-categories
  • knowledge-base
  • publishing-workflow
  • record-types
  • knowledge-settings
  • data-category-visibility
  Skill folder on GitHub
• knowledge-classic-to-lightning
  Migrating Classic Knowledge (KnowledgeArticleVersion / Article Types) to Lightning Knowledge (Knowledge__kav with record types): article-type-to-record-type mapping, multi-language translation preservation, data category re-architecture, file attachment...
  • knowledge
  • lightning-knowledge
  • article-types
  • record-types
  • data-categories
  • migration
  • multilingual
  Skill folder on GitHub
• lead-management-and-conversion
  Configuring Salesforce lead management and conversion in Setup: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes.
  • leads
  • lead-conversion
  • web-to-lead
  • lead-mapping
  • sales-cloud
  • lead-queues
  Skill folder on GitHub
• lead-nurture-journey-design
  Use this skill when designing lead nurture journeys in MCAE (Account Engagement / Pardot) Engagement Studio — mapping content to funnel stages (Awareness, Consideration, Decision), behavioral trigger rules, branching program paths, and MQL handoff criteria to...
  • mcae
  • pardot
  • account-engagement
  • engagement-studio
  • lead-nurture
  • nurture-journey
  • drip-program
  • behavioral-triggers
  Skill folder on GitHub
• lead-scoring-requirements
  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.
  • lead-scoring
  • mql
  • sql
  • lead-qualification
  • handoff-sla
  • formula-fields
  • account-engagement
  • sales-cloud
  Skill folder on GitHub
• lightning-app-builder-advanced
  Advanced Lightning App Builder usage: component visibility filters, custom page templates, Dynamic Forms, Dynamic Actions, page performance optimization, LWC targetConfig constraints on record pages.
  • lightning-app-builder
  • visibility-filters
  • dynamic-forms
  • dynamic-actions
  • flexipage
  • page-performance
  Skill folder on GitHub
• lightning-bolt-template-authoring
  Use when an admin or partner needs to package an Experience Cloud (Community) site as a reusable Lightning Bolt Solution for distribution — covers the export workflow from Experience Builder, what gets bundled (ExperienceBundle, custom apps, flow categories...
  • lightning-bolt-template-authoring
  • lightning-bolt
  • experience-cloud
  • experience-bundle
  • appexchange
  • template-versioning
  • partner-distribution
  Skill folder on GitHub
• lightning-experience-transition
  Use when planning, sequencing, or troubleshooting an org-wide migration from Salesforce Classic to Lightning Experience.
  • lightning-experience
  • lex-transition
  • classic-migration
  • readiness-check
  • transition-assistant
  • adoption
  • change-management
  • visualforce
  Skill folder on GitHub
• lightning-page-performance-tuning
  Use when a Lightning record page, home page, or app page is slow to load or render — covers Experienced Page Time (EPT) analysis, component count reduction, progressive disclosure via tabs and conditional rendering, Lightning Experience Insights diagnostics...
  • lightning-pages
  • EPT
  • performance
  • lightning-app-builder
  • progressive-disclosure
  • component-count
  • lightning-experience-insights
  Skill folder on GitHub
• lightning-record-page-configuration
  Use when building a Lightning record page in App Builder or when the page users see is not the one you assigned.
  • lightning-record-page
  • lightning-app-builder
  • flexipage
  • page-assignment
  • component-visibility
  • dynamic-forms
  • dynamic-actions
  • record-page-deployment
  Skill folder on GitHub
• list-views-and-compact-layouts
  Use when designing or reviewing list views, compact layouts, highlights panels, and search-result presentation so users can scan, find, and act on records quickly across desktop and mobile.
  • list-views
  • compact-layouts
  • search-layouts
  • highlights-panel
  • mobile-ux
  Skill folder on GitHub
• lookup-and-relationship-design
  Designing Lookup vs Master-Detail vs Hierarchical vs External relationships: cascade delete, roll-up summaries, ownership, sharing implications, polymorphic lookups, junction objects, relationship depth limits.
  • lookup
  • master-detail
  • relationships
  • data-model
  • sharing
  Skill folder on GitHub
• 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).
  • lookup-filter
  • data-integrity
  • admin
  • cross-object
  Skill folder on GitHub
• managed-package-installation-and-upgrade
  Use when a subscriber admin is installing, upgrading, or rolling back a managed package (1GP or 2GP) sourced from AppExchange or a private install URL — covers pre-install evaluation, sandbox dry runs, license and dependency checks, the install/upgrade audit...
  • managed-package
  • appexchange
  • subscriber
  • install
  • upgrade
  • uninstall
  • subscriber-admin
  Skill folder on GitHub
• marketing-automation-requirements
  Use this skill when gathering, documenting, or validating requirements for a Salesforce marketing automation program — covering MCAE (Account Engagement / Pardot) lifecycle stages, MQL/SQL threshold definitions, scoring model specifications (sources, weights...
  • marketing-automation
  • mql
  • sql
  • mcae
  • pardot
  • account-engagement
  • lifecycle-stages
  • scoring-requirements
  Skill folder on GitHub
• marketing-cloud-connect
  Use this skill when configuring or troubleshooting Marketing Cloud Connect (MC Connect) — the managed package that links a Salesforce org to a Marketing Cloud account.
  • marketing-cloud-connect
  • synchronized-data-sources
  • mc-connect
  • email-studio
  • connector-user
  Skill folder on GitHub
• marketing-cloud-engagement-setup
  Use this skill when configuring Marketing Cloud Engagement (formerly ExactTarget): business units, user roles, sender profiles, delivery profiles, send classifications, and account-level settings.
  • marketing-cloud-engagement
  • business-units
  • sender-profiles
  • delivery-profiles
  • send-classifications
  • enterprise-2-account
  • user-roles
  Skill folder on GitHub
• marketing-reporting-requirements
  Gathering and documenting Salesforce marketing reporting requirements: defining KPIs, choosing an attribution model (First Touch / Last Touch / Even Distribution / Multi-Touch), selecting the right Campaign Influence configuration, and mapping business...
  • campaign-influence
  • attribution
  • marketing-reporting
  • campaign-performance-report
  • kpi
  • marketing-sourced-pipeline
  • marketing-influenced-pipeline
  • mcae
  Skill folder on GitHub
• mass-transfer-ownership
  Use when re-assigning record OwnerId across many records — territory realignment, employee departure, region split, integration cleanup.
  • ownership
  • data-management
  • migration
  • admin
  Skill folder on GitHub
• mcae-lead-scoring-and-grading
  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.
  • mcae
  • pardot
  • account-engagement
  • lead-scoring
  • lead-grading
  • profiles
  • automation-rules
  • score-decay
  Skill folder on GitHub
• mcae-pardot-setup
  Use this skill when configuring a new or existing Marketing Cloud Account Engagement (MCAE, formerly Pardot) business unit: Salesforce v2 connector activation, connector user permissions, Salesforce User Sync, prospect field sync rules, tracking domain setup...
  • mcae
  • pardot
  • account-engagement
  • connector
  • user-sync
  • business-unit
  • marketing-automation
  • prospect-sync
  Skill folder on GitHub
• media-cloud-setup
  Media Cloud setup for advertising sales management, audience segmentation, campaign management, revenue management, and cross-channel ad products.
  • media-cloud
  • advertising-sales
  • ad-operations
  • industries
  • audience-segmentation
  • revenue-management
  • campaign-management
  Skill folder on GitHub
• messaging-and-chat-setup
  Configure Messaging for In-App and Web (MIAW) channels in Service Cloud: Messaging Channel, Embedded Service Deployment, CORS/CSP Trusted Sites, pre-chat fields, session routing by Queue or Omni-Channel Flow, Status-Based capacity, Live Agent migration.
  • messaging
  • chat
  • MIAW
  • omni-channel
  • embedded-service
  • live-agent
  • service-cloud
  • embedded-messaging
  Skill folder on GitHub
• mobile-publisher
  Use when planning, configuring, or maintaining a Salesforce Mobile Publisher branded app — a customer-facing or partner-facing mobile app distributed through Apple App Store or Google Play, built on either the Experience Cloud (LWR/Aura) Mobile Publisher...
  • admin
  • mobile-publisher
  • experience-cloud
  • mobile
  • app-store
  • branding
  Skill folder on GitHub
• moscow-prioritization-for-sf-backlog
  Use this skill when prioritizing a Salesforce backlog with the MoSCoW method (Must / Should / Could / Won't) plus an effort + value lens, deciding what fits in the next sprint or release, and using WSJF as a tie-break when MoSCoW alone produces ties.
  • moscow-prioritization
  • backlog-management
  • wsjf
  • sprint-planning
  • business-analysis
  Skill folder on GitHub
• multi-language-and-translation
  Configure Salesforce Translation Workbench and translate custom labels, picklist values, field labels, page layout sections, or the Experience Cloud language switcher.
  • translation
  • multi-language
  • translation-workbench
  • custom-labels
  • localization
  • experience-cloud
  Skill folder on GitHub
• npsp-engagement-plans
  Use this skill when configuring, applying, or troubleshooting NPSP Engagement Plans — the framework that automatically generates standard Salesforce Task records on a timed schedule to guide donor stewardship and constituent outreach.
  • npsp
  • engagement-plans
  • donor-stewardship
  • tasks
  • nonprofit
  • templates
  Skill folder on GitHub
• npsp-household-accounts
  Use this skill to configure and manage NPSP Household Accounts: household naming rules, formal/informal greeting formats, primary contact designation, household merges, and household splits.
  • npsp
  • nonprofit
  • household-accounts
  • naming
  Skill folder on GitHub
• npsp-program-management
  Configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) - program delivery, cohort setup, service scheduling, service delivery recording, and attendance tracking for beneficiaries.
  • npsp
  • pmm
  • program-management-module
  • nonprofit
  • service-delivery
  • cohort
  • beneficiary
  • attendance
  Skill folder on GitHub
• object-creation-and-design
  Use when creating a new Salesforce custom object: naming the object and setting its API name, selecting optional features (Activities, Chatter, History Tracking), choosing an org-wide default sharing model, and creating a tab.
  • custom-objects
  • object-design
  • sharing-model
  • org-wide-defaults
  • admin
  Skill folder on GitHub
• omni-channel-routing-setup
  Configuring Salesforce Omni-Channel routing from scratch or updating existing routing: enabling Omni-Channel, creating Service Channels, configuring Routing Configurations (queue-based and skills-based), setting up Presence Statuses and Presence...
  • omni-channel
  • routing-configuration
  • queue-based-routing
  • skills-based-routing
  • presence-status
  • service-channel
  • service-resource
  • routing-rules
  Skill folder on GitHub
• omniscript-flow-design-requirements
  Use this skill to gather, document, and validate OmniScript flow design requirements before development begins — covering screen layout requirements, branching logic, data source requirements, and user journey mapping.
  • omnistudio
  • omniscript
  • requirements-gathering
  • user-journey
  • ba-role
  Skill folder on GitHub
• omnistudio-admin-configuration
  Use when configuring OmniStudio at the org level: enabling Standard Runtime, selecting the Runtime Namespace, assigning Permission Set Licenses, toggling feature settings, and granting Experience Cloud community access.
  • omnistudio-admin-configuration
  • omnistudio-settings
  • runtime-namespace
  • permission-set-license
  • standard-omnistudio-runtime
  • experience-cloud-omnistudio
  Skill folder on GitHub
• opportunity-management
  Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting categories.
  • opportunities
  • sales-process
  • stages
  • forecasting
  • opportunity-splits
  • path
  • sales-cloud
  • forecast-categories
  Skill folder on GitHub
• org-cleanup-and-technical-debt
  Use when executing admin-level cleanup in a Salesforce org: deleting unused fields, removing inactive Flow versions, deactivating legacy automation, running Salesforce Optimizer or Org Check, and performing destructive metadata deploys.
  • org-cleanup
  • technical-debt
  • optimizer
  • unused-fields
  • flow-versions
  • destructive-deploy
  • metadata-hygiene
  Skill folder on GitHub
• org-setup-and-configuration
  Use when configuring org-wide platform settings: MFA enforcement, My Domain setup and deployment, session timeout and security settings, password policies, trusted IP ranges (Network Access), and CSP Trusted Sites.
  • org-setup
  • mfa
  • my-domain
  • session-settings
  • csp-trusted-sites
  Skill folder on GitHub
• outbound-message-setup
  Use when configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — endpoint setup, field selection, retry behavior, and delivery monitoring.
  • outbound-message
  • workflow
  • integration-admin
  • outbound-message-setup
  • soap-delivery
  • retry
  • workflow-metadata
  • metadata-api
  Skill folder on GitHub
• partner-community-requirements
  Use this skill to define and validate the requirements for a Salesforce Partner Relationship Management (PRM) implementation: deal registration flows, lead distribution models, partner tier hierarchies, MDF budget tracking, and co-marketing content...
  • partner-community
  • prm
  • deal-registration
  • lead-distribution
  • partner-tiers
  • mdf
  • co-marketing
  • experience-cloud
  Skill folder on GitHub
• path-and-guidance
  Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects.
  • path
  • guidance
  • key-fields
  • confetti
  • picklist
  • opportunity
  • user-experience
  Skill folder on GitHub
• patient-engagement-requirements
  Use this skill when defining patient engagement portal requirements for Health Cloud: appointment scheduling, secure in-portal messaging, health assessments, patient education, and self-service features.
  • health-cloud
  • patient-engagement
  • intelligent-appointment-management
  • health-assessment
  • patient-portal
  • omnistudio
  Skill folder on GitHub
• permission-set-architecture
  Use when designing or refactoring Salesforce access architecture around minimal profiles, permission sets, permission set groups, muting, and assignment governance.
  • permission-set-architecture
  • least-privilege
  • permission-set-groups
  • profiles
  • access-governance
  Skill folder on GitHub
• permission-set-expiration
  Use when an assignment must expire on a date, not stand forever.
  • permission-set-expiration
  • temporary-access
  • permission-set-assignment
  • privileged-access
  • access-review
  • user-management
  Skill folder on GitHub
• permission-set-group-composition
  Tactical guidance for composing Permission Set Groups: layering permission sets, applying Mute Permission Sets to subtract narrow capabilities, sequencing the recalculation lifecycle, deletion order, and assignment-vs-activation lifecycle.
  • permission-set-groups
  • muting-permission-sets
  • psg-composition
  • psg-recalculation
  • assignment-lifecycle
  • access-governance
  Skill folder on GitHub
• permission-sets-vs-profiles
  Use when designing or auditing Salesforce access control — deciding between Profiles, Permission Sets, and Permission Set Groups.
  • profiles
  • permission-sets
  • permission-set-groups
  • least-privilege
  • access-control
  Skill folder on GitHub
• persona-and-journey-mapping-sf
  Build Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured mobile/desktop posture, and journeys walk each task end-to-end with friction tags...
  • persona-and-journey-mapping-sf
  • persona-design
  • journey-map
  • user-experience
  • permission-set-group
  • mobile-vs-desktop
  • friction-analysis
  Skill folder on GitHub
• picklist-and-value-sets
  Use when creating or managing picklist fields: choosing between Global Value Sets and object-local picklists, configuring controlling and dependent field relationships, managing picklist values, and replacing values in existing data records.
  • picklist
  • global-value-set
  • dependent-picklist
  • controlling-field
  • picklist-values
  Skill folder on GitHub
• picklist-data-integrity
  Picklist governance for Salesforce admins — Restricted vs Unrestricted, Global Value Sets vs local picklists, value deactivation that breaks reports, dependent picklists with deactivated controllers, and the 'value not in picklist' phantom-data problem.
  • picklist
  • global-value-set
  • record-type
  • data-integrity
  • dependent-picklist
  Skill folder on GitHub
• picklist-field-integrity-issues
  Use when picklist data quality has degraded: unrestricted picklists accepting garbage API values, dependent picklist relationships bypassed by integrations, record type picklist value mappings drifting out of sync, or orphaned values appearing in reports.
  • picklist-integrity
  • unrestricted-picklist
  • dependent-picklist-bypass
  • record-type-mapping-drift
  • data-quality
  • picklist-audit
  Skill folder on GitHub
• pipeline-review-design
  Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories into the inspection view, Days in Stage and other deal-change metrics, and pipeline review cadence for sales managers.
  • pipeline-inspection
  • pipeline-review
  • forecast-categories
  • days-in-stage
  • sales-cloud
  • revenue-intelligence
  • pipeline-health
  • deal-velocity
  Skill folder on GitHub
• portal-requirements-gathering
  Use when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site.
  • experience-cloud
  • portal
  • requirements-gathering
  • self-service
  • customer-community
  • partner-community
  Skill folder on GitHub
• pricing-model-design
  Use when selecting the right Salesforce CPQ pricing model for a product line — the four native Pricing Methods (List, Cost Plus Markup, Block, Percent of Total) and Range vs Slab Discount Schedule types — before any configuration begins.
  • cpq
  • pricing-method
  • block-pricing
  • discount-schedule
  • percent-of-total
  • cost-plus-markup
  • pricing-design
  • range-vs-slab
  Skill folder on GitHub
• process-automation-selection
  Use when deciding which Salesforce automation tool should own a requirement, including before-save and after-save Flow, screen Flow, scheduled Flow, invocable Apex, Apex triggers, and migration off Workflow Rules or Process Builder.
  • automation-selection
  • flow-vs-apex
  • process-builder-migration
  • workflow-rule-retirement
  • trigger-decision
  • decision-record
  Skill folder on GitHub
• process-flow-as-is-to-be
  Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams — one lane per actor, explicit decision points, parallel and exception/sad paths, and per-step automation-tier annotations that drive downstream build decisions.
  • process-mapping
  • as-is-to-be
  • swim-lane
  • automation-candidate
  • bpmn
  • business-analysis
  • exception-paths
  • manual-residue
  Skill folder on GitHub
• products-and-pricebooks
  Use when configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction records, enabling multi-currency pricing, configuring Product Schedules (Revenue...
  • products
  • pricebooks
  • pricebook-entry
  • product-catalog
  • multi-currency
  • product-schedules
  • opportunity-products
  • sales-cloud
  Skill folder on GitHub
• program-outcome-tracking-design
  Design guidance for program outcome measurement in Salesforce nonprofit orgs: logic model structure, indicator taxonomy, impact reporting design, and grant compliance reporting using NPSP Program Management Module (PMM) or Nonprofit Cloud (NPC) Outcome...
  • npsp
  • nonprofit-cloud
  • pmm
  • program-management
  • outcomes
  • impact-reporting
  • grant-compliance
  Skill folder on GitHub
• queues-and-public-groups
  Use this skill when creating or managing queues, configuring queue membership, setting up case or lead queues, creating public groups, or using groups in sharing rules and manual sharing.
  • queues
  • public-groups
  • case-management
  • lead-management
  • sharing
  • routing
  • access-control
  Skill folder on GitHub
• quote-to-cash-process
  Use when designing, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object chain from SBQQ__Quote__c through Contract to blng__Invoice__c, approval routing...
  • cpq
  • revenue-cloud
  • sbqq
  • billing
  • advanced-approvals
  • sbaa
  • contract
  • subscription
  Skill folder on GitHub
• quote-to-cash-requirements
  Use when designing or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote to Synced Quote to Approval Process to Quote PDF to Order creation.
  • quote
  • quote-to-cash
  • approval-process
  • discount-policy
  • order
  • quote-template
  • synced-quote
  • sales-cloud
  Skill folder on GitHub
• quotes-and-quote-templates
  Use when configuring standard Salesforce Quotes, building quote templates for PDF generation, emailing quotes, syncing quotes to opportunity products, or setting up discount approvals on quotes.
  • quotes
  • quote-templates
  • pdf-generation
  • quote-sync
  • discount-approval
  • opportunity-products
  Skill folder on GitHub
• rebate-management-setup
  Rebate Management setup: rebate types, payout calculations, accruals, partner rebates, program setup, compliance reporting.
  • rebate-management
  • channel-incentives
  • payouts
  • accruals
  • partner-rebates
  • revenue-cloud
  • compliance
  Skill folder on GitHub
• record-type-id-management
  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.
  • record-type
  • developername
  • schema-describe
  • hardcoded-ids
  • deployment
  Skill folder on GitHub
• record-type-strategy-at-scale
  Use when designing or refactoring record types across objects with many profiles, business processes, or picklist variations.
  • record-type-strategy-at-scale
  • record-types
  • page-layouts
  • dynamic-forms
  • layout-assignment
  • picklist-values
  • record-type-consolidation
  • layout-assignment-matrix
  Skill folder on GitHub
• record-types-and-page-layouts
  Use when designing, auditing, or simplifying Record Types and Page Layouts.
  • record-types
  • page-layouts
  • dynamic-forms
  • picklists
  • ui-simplification
  Skill folder on GitHub
• recurring-donations-setup
  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.
  • npsp
  • nonprofit
  • recurring-donations
  • enhanced-recurring-donations
  • installments
  • erd
  Skill folder on GitHub
• referral-management-health
  Use this skill when configuring Health Cloud referral management: setting up ClinicalServiceRequest-based referrals, provider search, referral status workflows, and network management.
  • health-cloud
  • referral-management
  • clinical-service-request
  • provider-search
  • care-coordination
  Skill folder on GitHub
• related-list-configuration
  Configure related lists on Salesforce records — column choice on Page Layouts (max 10 fields per related list), sort field selection, the Spring '24 Enhanced Related Lists component (which adds filtering, mass actions, and 10-row inline display), the choice...
  • related-lists
  • page-layouts
  • lightning-app-builder
  • enhanced-related-lists
  • search-filter-fields
  • sort-fields
  • admin-configuration
  Skill folder on GitHub
• remote-site-settings
  Use when configuring Remote Site Settings to allow Apex callouts to external URLs, or distinguishing them from CSP Trusted Sites for Lightning component resource loading.
  • remote-site-settings
  • apex-callout
  • csp-trusted-sites
  • integration-admin
  • callout-security
  Skill folder on GitHub
• report-performance-tuning
  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...
  • reports
  • dashboards
  • performance
  • large-data-volumes
  • analytics-api
  • report-filters
  • async-reports
  • dashboard-refresh
  Skill folder on GitHub
• report-type-strategy
  Custom Report Type design — when to create a CRT vs use the standard, A-with-B-without and A-without-B joins, primary/secondary/related-via-lookup objects, the 60-field display limit, and field-set vs cross-join layouts.
  • reports
  • custom-report-type
  • data-access
  • field-availability
  • performance
  Skill folder on GitHub
• reports-and-dashboards
  Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards.
  • reports
  • dashboards
  • report-filters
  • subscriptions
  • data-visibility
  Skill folder on GitHub
• reports-and-dashboards-fundamentals
  Use when learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary formulas, charts, dashboard components, dynamic dashboards, report subscriptions, and...
  • reports
  • dashboards
  • report-types
  • custom-report-types
  • bucket-fields
  • summary-formulas
  • dynamic-dashboards
  • joined-reports
  Skill folder on GitHub
• requirements-gathering-for-sf
  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.
  • requirements-gathering
  • business-analysis
  • elicitation
  • requirements-catalogue
  • non-functional-requirements
  • process-mapping
  • gap-analysis
  Skill folder on GitHub
• requirements-traceability-matrix
  Use this skill when building or maintaining a Requirements Traceability Matrix (RTM) on a Salesforce project: one row per requirement, columns for source, user-story id(s), test-case id(s), defect id(s), sprint, release, and status.
  • requirements-traceability
  • rtm
  • audit
  • delivery-governance
  • business-analysis
  Skill folder on GitHub
• restriction-rules
  Use when narrowing access that sharing already granted. Trigger keywords: restriction rule, recordFilter, userCriteria, RestrictionRule metadata, hide records, restrict visibility. NOT for list-view scope only - use admin/scoping-rules.
  • restriction-rules
  • record-access
  • sharing
  • data-segregation
  • metadata-api
  • security
  Skill folder on GitHub
• revenue-intelligence-setup
  Revenue Intelligence setup: activating the RI app and its CRM Analytics assets, Einstein deal insights, the opportunity-change waterfall, and forecast-accuracy analytics for sales leaders.
  • revenue-intelligence
  • pipeline-inspection
  • einstein
  • forecasting
  • sales-analytics
  • sales-cloud
  • deal-insights
  Skill folder on GitHub
• revenue-recognition-requirements
  Configure and troubleshoot Salesforce Billing revenue recognition rules, schedules, and GL transaction generation under ASC 606.
  • revenue-recognition-requirements
  • salesforce-billing
  • blng-namespace
  • asc-606
  • revenue-schedule
  • revenue-recognition-rule
  • finance-periods
  • revenue-transaction
  Skill folder on GitHub
• role-hierarchy-design
  Use when designing or maintaining the role hierarchy as a record-access mechanism.
  • role-hierarchy
  • record-access
  • sharing
  • owd
  • grant-access-using-hierarchies
  • sharing-recalculation
  • portal-roles
  • access-control
  Skill folder on GitHub
• sales-engagement-cadences
  Use when setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep assignment.
  • sales-engagement
  • cadences
  • high-velocity-sales
  • work-queue
  • call-scripts
  • email-templates
  • cadence-builder
  Skill folder on GitHub
• sales-process-mapping
  Eliciting and documenting a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules.
  • sales-process
  • stage-design
  • entry-exit-criteria
  • win-loss-analysis
  • stage-gate
  • sales-methodology
  • opportunity-stages
  • discovery
  Skill folder on GitHub
• salesforce-learning-brief
  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.
  • learning-brief
  • teaching
  • study-guide
  • citations
  • role-aware
  • knowledge-check
  Skill folder on GitHub
• salesforce-object-queryability
  Distinguish the six real reasons a Salesforce query can 'fail', and the protocol for diagnosing before declaring: object doesn't exist, not queryable in edition, permission-denied, field-level errors, namespace prefix missing, API version mismatch.
  • soql
  • sobject
  • tooling-api
  • edition-limits
  • api-version
  • diagnostics
  • agent-discipline
  Skill folder on GitHub
• salesforce-release-preparation
  Use when preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to stakeholders.
  • release-preparation
  • release-readiness
  • release-updates
  • sandbox-preview
  • stakeholder-communication
  • seasonal-release
  Skill folder on GitHub
• salesforce-support-escalation
  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.
  • salesforce-support
  • severity-levels
  • premier-success
  • trust-site
  • incident-management
  • help-portal
  Skill folder on GitHub
• salesforce-surveys
  Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management.
  • salesforce-surveys
  • feedback-management
  • nps
  • survey-invitation
  • survey-subject
  • guest-user
  • customer-experience
  Skill folder on GitHub
• sandbox-post-refresh-automation
  Automating post-sandbox-refresh cleanup via the `SandboxPostCopy` interface — the Apex class that runs ONCE after a sandbox refresh or clone completes, before users can log in.
  • sandbox
  • sandboxpostcopy
  • refresh-automation
  • email-masking
  • integration-endpoint-scrub
  Skill folder on GitHub
• sandbox-strategy
  Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose.
  • sandboxes
  • refresh
  • masking
  • environment-strategy
  • testing
  Skill folder on GitHub
• saql-query-development
  Use this skill when writing, debugging, or optimizing SAQL queries in CRM Analytics — covering pipeline syntax, aggregation, windowing functions (rank, dense_rank, moving_average), cogroup joins, rollup subtotals, piggyback queries, and REST API execution.
  • saql
  • crm-analytics
  • query
  • analytics
  • windowing
  • cogroup
  • piggyback
  Skill folder on GitHub
• scheduled-path-patterns
  Scheduled Paths in record-triggered Flow: delayed execution, time-offset from field, batch size tuning, monitoring Paused Flow Interviews, async limits.
  • scheduled-paths
  • flow
  • record-triggered
  • async
  • paused-interviews
  Skill folder on GitHub
• scoping-rules
  Use when setting the default filtered set of records a user sees in list views, reports and SOQL without removing their access.
  • scoping-rules
  • restriction-rule
  • record-visibility
  • list-views
  • filter-by-scope
  • record-filter
  • user-criteria
  Skill folder on GitHub
• self-service-design
  Use this skill when designing the UX and content strategy for a Salesforce-powered self-service portal or help center — pre-deflection article surfacing, Help Center search UX, friction-calibrated case submission forms, community peer support layers, and...
  • self-service-design
  • case-deflection
  • help-center
  • knowledge
  • experience-cloud
  • customer-service
  Skill folder on GitHub
• service-cloud-voice-setup
  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.
  • service-cloud-voice
  • amazon-connect
  • omni-channel
  • telephony
  • call-transcription
  • after-conversation-work
  • contact-center
  Skill folder on GitHub
• service-console-configuration
  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.
  • service-console
  • console-navigation
  • workspace-tabs
  • utility-bar
  • macros
  • quick-text
  • omni-channel
  • keyboard-shortcuts
  Skill folder on GitHub
• sharing-and-visibility
  Use when choosing between Salesforce record-access mechanisms or reviewing the access model end to end.
  • sharing
  • owd
  • role-hierarchy
  • sharing-rules
  • record-access
  Skill folder on GitHub
• sharing-rules
  Use when access must reach past the record owner's role hierarchy.
  • sharing-rules
  • criteria-based-sharing
  • owner-based-sharing
  • record-access
  • guest-user-sharing
  • sharing-recalculation
  Skill folder on GitHub
• soft-credits-and-matching
  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.
  • npsp
  • soft-credits
  • matching-gifts
  • opportunity-contact-role
  • partial-soft-credit
  • rollup-recalculation
  Skill folder on GitHub
• stakeholder-raci-for-sf-projects
  Use this skill when building, reviewing, or refreshing a RACI (Responsible / Accountable / Consulted / Informed) matrix for a Salesforce project so that every Salesforce-specific decision — data model change, automation tier choice, security model...
  • raci
  • stakeholder-management
  • governance
  • escalation
  • decision-rights
  • business-analysis
  Skill folder on GitHub
• standard-object-quirks
  Guidance on non-obvious runtime behaviors of Salesforce standard objects — polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger isolation, and Activity date fields.
  • standard-object-quirks
  • polymorphic-lookups
  • lead-conversion
  • person-accounts
  • activity-objects
  • case-comments
  • record-merge
  Skill folder on GitHub
• subscription-lifecycle-requirements
  Use when documenting, reviewing, or gathering requirements for Salesforce CPQ subscription lifecycle behavior: how amendments, renewals, upgrades, downgrades, and cancellations must work for a specific business.
  • cpq
  • subscriptions
  • amendments
  • renewals
  • proration
  • co-termination
  • sbqq
  • requirements
  Skill folder on GitHub
• system-field-behavior-and-audit
  Use when practitioners need to understand system-managed fields (CreatedDate, LastModifiedDate, SystemModstamp, CreatedById, LastModifiedById, IsDeleted) — their update behavior, indexing, and queryability.
  • system-fields
  • audit-fields
  • SystemModstamp
  • LastModifiedDate
  • CreatedDate
  • IsDeleted
  • data-migration
  • delta-sync
  Skill folder on GitHub
• territory-design-requirements
  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.
  • territory-design
  • territory-alignment
  • coverage-model
  • sales-territories
  • assignment-rules
  • etm
  • requirements
  Skill folder on GitHub
• uat-and-acceptance-criteria
  Use this skill when writing acceptance criteria for Salesforce features, structuring UAT test scripts from user stories, classifying defects found during UAT, or planning regression testing before a Salesforce release.
  • uat
  • acceptance-criteria
  • testing
  • business-analysis
  • defect-management
  Skill folder on GitHub
• uat-test-case-design
  Use this skill when designing the human-executable UAT test cases that prove a Salesforce feature works for a specific persona — the per-persona scripts with preconditions, data setup, permission setup, ordered steps, and pass/fail evidence that close out an...
  • uat
  • test-case
  • testing
  • business-analysis
  • traceability
  Skill folder on GitHub
• usage-based-pricing-setup
  Usage-based pricing in Revenue Cloud: metered billing, usage records, rating, tiering, consumption schedules.
  • usage-based-pricing
  • metered-billing
  • consumption-schedule
  • revenue-cloud
  • rating
  • tiering
  • invoicing
  Skill folder on GitHub
• user-access-policies
  Configuring User Access Policies (UAP) to automatically assign or revoke permission sets and permission set groups based on user attributes.
  • user-access-policies
  • permission-sets
  • provisioning
  • automation
  • admin
  Skill folder on GitHub
• user-management
  Use this skill to create, deactivate, freeze, or manage Salesforce users, assign user licenses and feature licenses, configure profiles and roles, set login hours and IP restrictions, and set up delegated administration.
  • user-management
  • users
  • licenses
  • profiles
  • delegated-admin
  Skill folder on GitHub
• user-story-writing-for-salesforce
  Use this skill when authoring INVEST-compliant Salesforce user stories from gathered requirements: shaping the As-A/I-Want/So-That stem, writing Given-When-Then acceptance criteria, sizing complexity (S/M/L/XL), splitting stories that are too large for a...
  • user-stories
  • invest
  • story-splitting
  • story-sizing
  • acceptance-criteria
  • agile-handoff
  • backlog-shape
  Skill folder on GitHub
• validation-rules
  Use when writing, auditing, or troubleshooting Salesforce Validation Rules.
  • validation-rules
  • data-quality
  • bypass
  • formulas
  • integrations
  Skill folder on GitHub
• wealth-management-requirements
  Use this skill when gathering, structuring, and documenting requirements for a Financial Services Cloud (FSC) wealth management implementation — including financial planning workflow discovery, portfolio review process mapping, client lifecycle requirements...
  • financial-services-cloud
  • fsc
  • wealth-management
  • requirements-gathering
  • financial-planning
  • portfolio-review
  • advisor-tools
  • fsc-core
  Skill folder on GitHub
• workflow-field-update-patterns
  Cross-tool decision matrix for field-update automation in Salesforce — Before-Save Flow vs After-Save Flow vs Apex Trigger vs the deprecated Workflow Rule + Field Update.
  • field-update
  • automation-selection
  • before-save-flow
  • after-save-flow
  • apex-trigger
  • workflow-rule-migration
  Skill folder on GitHub