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Architect skills (106)

Solution and platform architecture: multi-org strategy, scalability, licensing, Well-Architected reviews and ADRs.

• agent-console-requirements
  Use when gathering and documenting requirements for a Lightning Service Console deployment: agent workspace layout, page template selection, utility bar composition, macro requirements, case handling workflows, split-view navigation design, and licensing...
  • service-console
  • agent-workspace
  • lightning-console
  • case-management
  • macros
  • utility-bar
  • service-cloud
  Skill folder on GitHub
• ai-agent-org-integration-architecture
  Use this skill to design and review the architecture for integrating external AI agents (Claude, ChatGPT, LangChain, custom LLM pipelines) with a Salesforce org — covering integration pattern selection (MCP vs.
  • architecture
  • agentforce
  • mcp
  • ai-agent
  • integration
  • rest-api
  • platform-events
  • oauth
  Skill folder on GitHub
• ai-governance-architecture
  System architecture for Salesforce AI governance: MLOps pipeline design, AI Audit Trail architecture, Einstein Trust Layer security design, Policy-as-Code engine, and regulatory compliance design for EU AI Act and similar frameworks.
  • ai-governance
  • agentforce
  • einstein-trust-layer
  • audit-trail
  • responsible-ai
  • mlops
  • compliance
  • architecture
  Skill folder on GitHub
• ai-platform-architecture
  Use this skill when designing or evaluating the holistic Salesforce AI platform strategy: model tier selection (Salesforce Default vs BYOLLM vs zero-data-retention partner models), Trust Layer design decisions at the architecture level, and multi-agent...
  • ai-platform-architecture
  • model-selection
  • trust-layer-design
  • multi-agent-orchestration
  • supervisor-specialist-topology
  • byollm
  • einstein-llm-gateway
  • agentforce
  Skill folder on GitHub
• ai-ready-data-architecture
  Use when designing or auditing a Salesforce data architecture to support AI features — Einstein, Agentforce, Data Cloud, or custom ML models.
  • ai
  • data-cloud
  • agentforce
  • einstein
  • machine-learning
  • rag
  • data-architecture
  • data-quality
  Skill folder on GitHub
• aml-kyc-process-architecture
  Use when designing the architecture for AML/KYC compliance workflows on Salesforce — covering verification orchestration, third-party screening integration patterns, risk scoring design, and regulatory data flow.
  • aml
  • kyc
  • fsc
  • compliance
  • sanctions-screening
  • risk-scoring
  • integration-patterns
  • financial-services
  Skill folder on GitHub
• analytics-data-architecture
  Use this skill when designing CRM Analytics dataset architecture, planning dataflow or Recipe ELT strategies, implementing incremental extraction patterns, or integrating external data lakes (Snowflake, BigQuery, Redshift).
  • crm-analytics
  • architecture
  • dataset-design
  • incremental
  • data-lake
  • architect
  Skill folder on GitHub
• analytics-embedded-components
  Use this skill when embedding a CRM Analytics dashboard into a Lightning App Builder page, Experience Cloud page, or when embedding a custom LWC inside an Analytics dashboard.
  • crm-analytics
  • embedded
  • lwc
  • dashboard
  • architect
  Skill folder on GitHub
• analytics-security-architecture
  Use this skill when designing or auditing CRM Analytics (formerly Einstein Analytics / Tableau CRM) data access controls: row-level security predicates, dataset-level visibility, app-level sharing roles, sharing inheritance configuration, and cross-dataset...
  • crm-analytics
  • security
  • row-level-security
  • architect
  • predicate
  Skill folder on GitHub
• api-led-connectivity-architecture
  Use this skill when designing API-led connectivity architecture for Salesforce integrations — covering System/Process/Experience layer separation, governance policy (catalog, versioning, deprecation, rate limits), multi-consumer strategy, and Agentforce Agent...
  • integration
  • api-led-connectivity
  • mulesoft
  • architecture
  • governance
  • agentforce
  • api-led-connectivity-architecture
  Skill folder on GitHub
• architecture-decision-records
  Author and maintain Architecture Decision Records (ADRs) for Salesforce implementations: capture chosen approach, rejected alternatives, constraints, and consequences.
  • architect
  • adr
  • governance
  • documentation
  • decision-log
  Skill folder on GitHub
• b2b-vs-b2c-architecture
  Use this skill when designing or evaluating the architecture of a Salesforce Commerce implementation that involves choosing between B2B Commerce (on Core, Lightning platform) and B2C Commerce (Salesforce Commerce Cloud / SFCC).
  • commerce-cloud
  • B2B
  • B2C
  • architecture
  • platform-selection
  • sfcc
  • webstore
  • sfra
  Skill folder on GitHub
• banking-lending-architecture
  Architecture guidance for Salesforce FSC banking and Digital Lending: loan origination platform design, ResidentialLoanApplication data model, payment processing integration patterns, and account servicing workflow architecture.
  • banking
  • lending
  • fsc
  • digital-lending
  • loan-origination
  • financial-services-cloud
  • architecture
  Skill folder on GitHub
• case-deflection-strategy
  Use this skill when designing or assessing a Salesforce case deflection program — identifying high-frequency contact reasons, selecting deflection channels, and defining KPIs such as deflection rate and goal completion rate.
  • case-deflection
  • self-service
  • einstein-bots
  • knowledge-management
  • service-cloud
  • einstein-conversation-mining
  Skill folder on GitHub
• ci-cd-pipeline-architecture
  Use when designing or reviewing the end-to-end stage sequence, promotion strategy, and quality gates for a Salesforce CI/CD pipeline.
  • ci-cd
  • pipeline-architecture
  • deployment-strategy
  • quality-gates
  • devops
  • release-management
  • environment-topology
  • salesforce-dx
  Skill folder on GitHub
• cloud-specific-deployment-architecture
  Deployment architecture quirks per Salesforce cloud: Industries (OmniStudio), Marketing Cloud (MC packages), Commerce Cloud, Data Cloud, Agentforce.
  • deployment
  • industries
  • marketing-cloud
  • commerce-cloud
  • data-cloud
  • agentforce
  • omnistudio
  Skill folder on GitHub
• commerce-integration-patterns
  Use this skill when designing or diagnosing end-to-end integration between Salesforce B2B or D2C Commerce and external systems — including ERP pricing/inventory, PIM product sync, payment gateways, shipping providers, tax engines, and order management systems...
  • commerce-cloud
  • CartExtension
  • payment-gateway
  • ERP
  • PIM
  • OMS
  • B2B-commerce
  • D2C-commerce
  Skill folder on GitHub
• composable-commerce-architecture
  Composable commerce on Salesforce: headless API layer, micro-frontends, BFF pattern, CDN strategy, third-party composability over B2C/B2B Commerce.
  • composable-commerce
  • headless
  • bff
  • micro-frontend
  • mach
  • commerce-cloud
  • cdn
  Skill folder on GitHub
• conversational-ai-architecture
  Use when designing or evaluating a Salesforce conversational AI deployment that involves Agentforce agents, Einstein Bots, or a combination of both.
  • conversational-ai-architecture
  • agentforce
  • einstein-bot
  • atlas-reasoning-engine
  • multi-agent
  • omni-channel
  Skill folder on GitHub
• cpq-architecture-patterns
  CPQ solution architecture covering bundle design, pricing engine performance, multi-currency strategy, and integration patterns.
  • cpq
  • cpq-architecture
  • quote-scalability
  • bundle-design
  • pricing-engine
  • multi-currency
  • integration
  • qcp
  Skill folder on GitHub
• cpq-integration-with-erp
  Use this skill when designing or troubleshooting an integration between Salesforce CPQ and an ERP system (SAP, Oracle, NetSuite, Microsoft Dynamics).
  • cpq
  • erp
  • integration
  • order-management
  • pricing
  • mulesoft
  • sbqq
  • amendment
  Skill folder on GitHub
• cpq-vs-standard-products-decision
  Use when deciding whether to implement Salesforce CPQ or stay with standard Products and Pricebooks for quoting and pricing.
  • cpq
  • products
  • pricebooks
  • quoting
  • pricing
  • bundling
  • guided-selling
  • licensing
  Skill folder on GitHub
• crm-analytics-vs-tableau-decision
  Use when deciding between CRM Analytics (formerly Einstein Analytics / Tableau CRM) and Tableau Desktop, Tableau Server, or Tableau Cloud for a Salesforce-centric analytics requirement.
  • crm-analytics
  • tableau
  • decision-framework
  • architect
  • licensing
  • bi
  Skill folder on GitHub
• cross-cloud-data-deployment
  Cross-cloud data deployment: designing the data handoff when an implementation spans Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, Commerce Cloud.
  • cross-cloud
  • data-cloud
  • identity-resolution
  • cdc
  • marketing-cloud
  • data-model
  • deployment
  Skill folder on GitHub
• customer-effort-scoring
  Designing a customer experience measurement strategy using CSAT, NPS, and CES metrics in Salesforce Feedback Management: metric selection, survey timing, Feedback Management license requirements, Flow-triggered survey delivery, and CX KPI integration into...
  • customer-effort-scoring
  • CSAT
  • NPS
  • CES
  • feedback-management
  • survey-strategy
  • cx-metrics
  • service-kpis
  Skill folder on GitHub
• data-cloud-architecture
  Use when designing or evaluating a Data Cloud implementation architecture — covering data lake strategy (DSO/DLO/DMO layers), identity resolution rule design, activation target configuration, and segmentation strategy.
  • Data-Cloud
  • data-lake
  • identity-resolution
  • activation
  • segmentation
  • DMO
  • unified-profile
  • lakehouse
  Skill folder on GitHub
• data-cloud-vs-analytics-decision
  Use when choosing or explaining how Salesforce Data Cloud (Data 360) and CRM Analytics (Tableau CRM / Einstein Analytics) fit together versus overlap — unified data platform vs analytics consumption, Direct Data on Data Model Objects (DMOs), identity and...
  • Data-Cloud
  • CRM-Analytics
  • Einstein-Analytics
  • DMO
  • direct-data
  • data-360
  • decision-framework
  • architect
  Skill folder on GitHub
• deployment-automation-architecture
  Deployment automation architecture on Salesforce: pipeline orchestration, branch strategy, environment topology, quality gates, release trains.
  • deployment
  • cicd
  • pipeline
  • branch-strategy
  • environment-topology
  • release-train
  • governance
  Skill folder on GitHub
• einstein-bot-architecture
  Use when designing conversational AI architecture on Salesforce: Einstein Bot dialog design, Agentforce Agent topic planning, intent models, NLU training strategy, bot-to-agent handoff, escalation paths, knowledge article surfacing, and bot analytics.
  • einstein-bot-architecture
  • agentforce
  • conversational-ai
  • intent-model
  • bot-handoff
  • nlu-training
  • knowledge-articles
  • bot-analytics
  Skill folder on GitHub
• embedded-analytics-architecture
  Use this skill to architect CRM Analytics dashboard embedding in Lightning pages, Experience Cloud, or Visualforce — covering dashboard context strategy, filter/state management, cross-dashboard context propagation, performance optimization, and LWC vs Aura...
  • crm-analytics
  • embedded-analytics
  • architect
  • lightning-pages
  • embedded-analytics-architecture
  Skill folder on GitHub
• event-driven-architecture
  Use when making architectural style decisions about whether and how to adopt event-driven architecture (EDA) for a Salesforce solution — including selecting a bus pattern, deciding between choreography and orchestration, designing event schema, and evaluating...
  • event-driven-architecture
  • choreography
  • orchestration
  • event-sourcing
  • event-mesh
  • pub-sub
  • architecture-decision
  • integration-architecture
  Skill folder on GitHub
• experience-cloud-integration-patterns
  Use when designing or reviewing integrations between an Experience Cloud site and external systems — SSO identity providers, third-party widgets, external content sources, and behavioral data platforms.
  • experience-cloud
  • sso
  • saml
  • oidc
  • oauth
  • lwr
  • privileged-script-tag
  • data-cloud
  Skill folder on GitHub
• experience-cloud-licensing-model
  Use this skill to select the correct Experience Cloud external user license type for a portal or community.
  • experience-cloud
  • licensing
  • community
  • external-users
  • architect-decision
  Skill folder on GitHub
• experience-cloud-performance
  Use when diagnosing slow Experience Cloud site load times, planning CDN and caching strategy, optimizing page weight, or advising on component loading patterns for Aura and LWR-based sites.
  • experience-cloud
  • cdn
  • caching
  • lwr
  • page-performance
  • browser-caching
  • site-speed
  • page-weight
  Skill folder on GitHub
• fhir-integration-architecture
  Use this skill when architecting how Health Cloud connects to external EHR/EMR systems via FHIR R4 — integration pattern selection, transformation layer design, MuleSoft Accelerator usage, and EMR bidirectional sync topology.
  • fhir
  • health-cloud
  • ehr-integration
  • mulesoft
  • interoperability
  • emr-sync
  Skill folder on GitHub
• fsc-architecture-patterns
  Use when designing or reviewing a Financial Services Cloud (FSC) solution architecture covering data model selection, Compliant Data Sharing design, integration strategy, and compliance framework alignment.
  • fsc
  • financial-services-cloud
  • architecture
  • data-model
  • compliant-data-sharing
  • integration
  • compliance
  • person-accounts
  Skill folder on GitHub
• fsl-integration-patterns
  Use this skill when designing FSL integrations: ERP parts/inventory sync, GPS/fleet management integration, IoT-triggered work order creation, and customer notification workflows.
  • fsl
  • field-service
  • integration
  • erp
  • iot
  • gps
  • fsl-integration-patterns
  Skill folder on GitHub
• fsl-multi-region-architecture
  Use this skill when designing FSL for multiple geographic regions or timezones: territory timezone configuration, cross-territory resource assignment, and concurrent optimization serialization.
  • fsl
  • field-service
  • multi-region
  • timezone
  • territories
  • cross-territory
  • fsl-multi-region-architecture
  Skill folder on GitHub
• fsl-offline-architecture
  Use this skill when designing FSL Mobile offline-first architecture: data priming strategy, priming limits, conflict resolution patterns, and sync failure handling.
  • fsl
  • field-service
  • offline
  • mobile
  • priming
  • sync
  • fsl-offline-architecture
  Skill folder on GitHub
• fsl-optimization-architecture
  Use this skill when designing or evaluating the FSL scheduling engine architecture: optimization mode selection (Global/In-Day/Resource/Reshuffle), ESO adoption strategy, territory sizing for optimization, and fallback planning.
  • fsl
  • field-service
  • optimization
  • scheduling-engine
  • eso
  • architect
  • fsl-optimization-architecture
  Skill folder on GitHub
• fundraising-integration-patterns
  Use this skill when connecting a Salesforce Nonprofit Cloud or NPSP org to fundraising-adjacent systems: payment gateways via Salesforce.org Elevate, wealth screening tools (iWave, DonorSearch), email marketing platforms (Marketing Cloud, Pardot), and event...
  • nonprofit-cloud
  • npsp
  • elevate
  • payment-gateway
  • wealth-screening
  • fundraising-integration
  • gift-transaction
  • donor-data
  Skill folder on GitHub
• government-cloud-compliance
  Use when architecting or assessing a Salesforce Government Cloud org — covering FedRAMP High authorization, Hyperforce GovCloud on AWS GovCloud regions, GovCloud Plus feature set, data residency and US-only data processing, FISMA continuous monitoring, CMS...
  • fedramp
  • government-cloud
  • govcloud-plus
  • hyperforce
  • fisma
  • nist-800-53
  • ato
  • data-residency
  Skill folder on GitHub
• ha-dr-architecture
  Designing high availability and disaster recovery strategies for Salesforce: Trust site monitoring, backup strategies, cross-region considerations, business continuity planning, RTO/RPO target definition, and failover patterns for integrations.
  • high-availability
  • disaster-recovery
  • business-continuity
  • rto-rpo
  • trust-site
  Skill folder on GitHub
• headless-commerce-architecture
  Use this skill when designing or evaluating a headless B2C Commerce storefront architecture — covering the Composable Storefront (PWA Kit on Managed Runtime), SCAPI-first API design, frontend framework selection, latency budgets, and caching strategy.
  • commerce-cloud
  • headless
  • PWA-kit
  • SCAPI
  • Composable-Storefront
  • Managed-Runtime
  • B2C-commerce
  • architecture
  Skill folder on GitHub
• headless-vs-standard-experience
  Use when choosing between Headless, LWR (Lightning Web Runtime), or Aura as the Experience Cloud frontend architecture: performance tradeoffs, developer cost, migration readiness, and flexibility.
  • experience-cloud
  • lwr
  • aura
  • headless
  • architecture-decision
  • performance
  • digital-experience
  Skill folder on GitHub
• health-cloud-data-residency
  Use this skill when architecting Health Cloud orgs that must satisfy geographic data residency, HIPAA, GDPR, or national health-data regulations on Hyperforce — scoping the HIPAA BAA, mapping transient processing exceptions, and the features that require...
  • hyperforce
  • hipaa
  • gdpr
  • data-residency
  • health-cloud
  • special-category-data
  • compliance
  Skill folder on GitHub
• health-cloud-multi-cloud-strategy
  Use this skill when designing the license model, cloud topology, and org structure for a Salesforce Health Cloud implementation that involves more than one Salesforce cloud product (Experience Cloud patient portals, OmniStudio engagement flows, Marketing...
  • health-cloud
  • experience-cloud
  • service-cloud
  • multi-cloud
  • licensing
  • omni-studio
  • marketing-cloud
  • hipaa
  Skill folder on GitHub
• high-volume-sales-data-architecture
  Use when designing or reviewing Salesforce orgs with large Opportunity and Account volumes, including archival strategy, report performance, data skew prevention, SOQL tuning for sales queries, and index planning.
  • high-volume-sales-data-architecture
  • data-skew
  • opportunity-archival
  • report-optimization
  • soql-performance
  • skinny-tables
  • big-objects
  Skill folder on GitHub
• hipaa-compliance-architecture
  Use this skill to design HIPAA-compliant Salesforce org architectures for healthcare organizations storing or processing Protected Health Information (PHI).
  • hipaa
  • phi
  • health-cloud
  • shield
  • baa
  • compliance
  • architect
  • encryption
  Skill folder on GitHub
• hybrid-integration-architecture
  Use this skill when designing hybrid on-premises-to-Salesforce integration architectures: DMZ relay patterns, reverse proxy configuration, VPN connectivity, and Salesforce Private Connect (AWS PrivateLink) topology.
  • hybrid-integration
  • on-premises
  • private-connect
  • dmz
  • network-topology
  • data-residency
  Skill folder on GitHub
• hyperforce-architecture
  Use when an architect must plan a Hyperforce migration, choose a Hyperforce region, validate Hyperforce-only feature dependencies, or assess data-residency and IP-allowlisting impact.
  • hyperforce
  • migration
  • data-residency
  • ip-allowlisting
  • region-selection
  • infrastructure
  Skill folder on GitHub
• industries-cloud-selection
  Use this skill when selecting which Salesforce Industries (vertical) cloud fits a customer's industry and requirements — evaluating data model compatibility, licensing implications, and customization vs configuration tradeoffs before committing to a vertical...
  • industries-cloud
  • vertical-cloud
  • platform-selection
  • licensing
  • architect
  • communications-cloud
  • health-cloud
  • insurance-cloud
  Skill folder on GitHub
• industries-data-model
  Reference guide for Salesforce Industries cloud data models: Insurance Cloud (InsurancePolicy hierarchy), Communications Cloud (Account record types, BillingAccount), Energy & Utilities (ServicePoint, ServiceContract), and Health Cloud (CarePlan, FHIR-aligned...
  • industries
  • data-model
  • insurance-cloud
  • communications-cloud
  • health-cloud
  • energy-utilities
  • architecture
  Skill folder on GitHub
• industries-integration-architecture
  Use when designing or reviewing the integration layer between Salesforce Industries clouds (Insurance, Communications, Energy & Utilities) and vertical backend systems such as policy administration systems, BSS/OSS platforms, or Customer Information Systems...
  • industries-integration-architecture
  • insurance-integration
  • communications-integration
  • energy-utilities-integration
  • bss-oss
  • cis-integration
  • tm-forum-api
  • integration-procedure
  Skill folder on GitHub
• insurance-cloud-architecture
  Architecture guidance for Salesforce Insurance Cloud on FSC: module licensing strategy, policy administration object model, claims processing workflow design, underwriting rule integration, and channel routing.
  • insurance-cloud
  • fsc
  • financial-services-cloud
  • architecture
  • underwriting
  • claims
  • policy-administration
  Skill folder on GitHub
• integration-framework-design
  Use when designing a reusable integration layer in Salesforce that serves multiple external APIs through a shared callout infrastructure.
  • integration
  • service-interface
  • factory-pattern
  • callout-framework
  • custom-metadata
  • error-propagation
  • response-logging
  • architecture
  Skill folder on GitHub
• integration-security-architecture
  Architecture-layer guidance for securing Salesforce integrations: mTLS mutual authentication, OAuth 2.0 flow selection, API gateway placement, IP allowlisting strategy on Hyperforce, and certificate lifecycle management.
  • integration-security
  • mtls
  • oauth
  • hyperforce
  • certificate-management
  • api-gateway
  • named-credentials
  • private-connect
  Skill folder on GitHub
• knowledge-taxonomy-design
  Use when designing or restructuring a Salesforce Knowledge taxonomy: Data Category Group structure, hierarchy depth, article type selection, article lifecycle governance (Draft/Published/Archived), Validation Status gating, and content gap analysis via KCS...
  • knowledge
  • data-categories
  • article-lifecycle
  • kcs
  • content-governance
  • taxonomy
  Skill folder on GitHub
• knowledge-vs-external-cms
  Use when deciding between Salesforce Knowledge, an external CMS (Contentful, WordPress, AEM), or a hybrid content strategy.
  • knowledge-vs-external-cms
  • salesforce-knowledge
  • cms-connect
  • content-federation
  • headless-cms
  • experience-cloud
  Skill folder on GitHub
• large-data-volume-architecture
  Use when designing or reviewing org-wide large data volume (LDV) concerns: query optimizer behavior and selectivity, custom indexes and skinny tables, sharing and ownership skew, bulk data loads, archival to Big Objects, and divisions.
  • large-data-volume-architecture
  • ldv
  • skinny-tables
  • custom-index
  • data-skew
  • sharing-performance
  • big-objects
  • bulk-load
  Skill folder on GitHub
• license-optimization-strategy
  Auditing, right-sizing, and reclaiming Salesforce licenses to reduce cost and ensure compliant allocation.
  • licensing
  • license-audit
  • cost-optimization
  • permission-set-license
  • login-based-license
  • inactive-users
  • user-management
  • well-architected
  Skill folder on GitHub
• limits-and-scalability-planning
  Use when planning a new org build for scale, auditing an existing org for governor limit exposure, or investigating a limit-related incident.
  • governor-limits
  • scalability
  • data-volume
  • batch-apex
  • platform-events
  • soql-selectivity
  • storage-limits
  • async-apex
  Skill folder on GitHub
• loyalty-program-architecture
  Use when designing or reviewing the architecture of a Salesforce Loyalty Management program before configuration begins — tier-ladder economics, qualifying-vs-non-qualifying currency split, point inflation/deflation modeling, fraud-prevention controls...
  • loyalty-management
  • loyalty-architecture
  • tier-design
  • point-economy
  • fraud-prevention
  • partner-loyalty
  • multi-region-loyalty
  • program-design
  Skill folder on GitHub
• marketing-cloud-vs-mcae-selection
  Use this skill when selecting between Marketing Cloud Engagement (MCE) and Marketing Cloud Account Engagement (MCAE/Pardot) for a Salesforce marketing implementation.
  • marketing-cloud
  • mcae
  • pardot
  • account-engagement
  • platform-selection
  • b2b-marketing
  • b2c-marketing
  • architect
  Skill folder on GitHub
• marketing-consent-architecture
  Consent management architecture across Marketing Cloud and CRM: data model design, cross-system sync patterns, and compliance design for GDPR/CCPA.
  • consent
  • marketing-consent
  • contact-point-consent
  • individual-object
  • data-use-purpose
  • gdpr
  • ccpa
  • marketing-cloud
  Skill folder on GitHub
• marketing-data-architecture
  Use this skill when designing or evaluating the overall Marketing Cloud data architecture — covering Data Extension schema design (sendable vs.
  • marketing-cloud
  • data-extensions
  • contact-key
  • subscriber-key
  • data-relationships
  • mc-connect
  • sftp-import
  • relational-data-model
  Skill folder on GitHub
• marketing-integration-patterns
  Use when designing or selecting an integration pattern between Marketing Cloud and an external system or Salesforce CRM — including Triggered Sends, Journey injection via Event API, async batch contact entry, SFTP file-based batch sync, and MC Connect...
  • marketing-cloud
  • journey-builder
  • triggered-send
  • event-api
  • journey-injection
  • mc-connect
  • sftp
  • automation-studio
  Skill folder on GitHub
• metadata-coverage-and-dependencies
  Assessing metadata type coverage across Salesforce deployment channels (Metadata API, SFDX, unlocked packages, managed packages) and mapping component dependency graphs using Tooling API MetadataComponentDependency.
  • metadata-api
  • metadata-coverage
  • dependency-graph
  • tooling-api
  • packaging
  • impact-analysis
  • MetadataComponentDependency
  Skill folder on GitHub
• migration-architecture-patterns
  Architectural patterns for org migration — org merge (consolidate two orgs into one), org split (separate one org into two), and coexistence (run both for a transition period with identity / data / metadata bridges).
  • org-migration
  • org-merge
  • org-split
  • coexistence
  • cutover
  • identity-bridging
  • metadata-audit
  Skill folder on GitHub
• mulesoft-anypoint-architecture
  Use when designing or evaluating MuleSoft Anypoint Platform deployment topology, runtime model selection, API governance with API Manager, or Anypoint Exchange strategy.
  • mulesoft
  • anypoint-platform
  • cloudhub
  • runtime-fabric
  • api-manager
  • api-governance
  • integration-architecture
  Skill folder on GitHub
• multi-bu-marketing-architecture
  Use this skill when designing or evaluating a Marketing Cloud Engagement multi-Business-Unit hierarchy — covering Enterprise 2.0 parent/child BU structure, Shared Data Extensions, cross-BU user provisioning, and data segregation governance.
  • marketing-cloud
  • multi-bu
  • enterprise-2-0
  • business-units
  • shared-data-extensions
  • data-segregation
  • user-provisioning
  • governance
  Skill folder on GitHub
• multi-channel-service-architecture
  Use when designing a unified multi-channel service strategy spanning phone (Service Cloud Voice), email (Email-to-Case), chat (Messaging for In-App/Web), social, and SMS with Omni-Channel routing.
  • multi-channel-service-architecture
  • omni-channel
  • service-cloud-voice
  • email-to-case
  • messaging-for-in-app-web
  • channel-prioritization
  • unified-routing
  Skill folder on GitHub
• multi-currency-sales-architecture
  Use when designing or reviewing multi-currency behavior in Sales Cloud: advanced currency management (ACM), dated exchange rates, converted amount field behavior, roll-up summary currency handling, and reporting currency implications.
  • multi-currency-sales-architecture
  • advanced-currency-management
  • dated-exchange-rates
  • currency-conversion
  • sales-cloud
  • reporting-currency
  Skill folder on GitHub
• multi-org-strategy
  Use when deciding whether to use multiple Salesforce production orgs, designing a hub-and-spoke integration topology, reviewing an existing multi-org architecture for risk, or troubleshooting cross-org integration failures.
  • multi-org
  • org-strategy
  • hub-and-spoke
  • salesforce-to-salesforce
  • named-credentials
  • external-objects
  • salesforce-connect
  • sso
  Skill folder on GitHub
• multi-site-architecture
  Use when designing a strategy for multiple Experience Cloud sites within one Salesforce org, selecting a domain and URL pattern, planning shared LWC component libraries, designing cross-site navigation, managing the org's 100-site quota, or deciding between...
  • experience-cloud
  • multi-site
  • domain-strategy
  • community-portals
  • cross-site-navigation
  • lwc-reuse
  • cdn
  • site-quota
  Skill folder on GitHub
• multi-store-architecture
  Multi-store Commerce architecture: shared catalog, localization, multi-currency, multi-language, and regional storefront design for B2B, D2C, and SFCC deployments.
  • commerce-cloud
  • multi-store
  • localization
  • multi-currency
  • B2B
  • D2C
  • WebStore
  • catalog
  Skill folder on GitHub
• nfr-definition-for-salesforce
  Defining measurable non-functional requirements for Salesforce implementations: performance SLIs, scalability targets, availability SLAs, security and compliance requirements, usability benchmarks.
  • nfr
  • performance
  • scalability
  • availability
  • compliance
  • well-architected
  • sli
  • sla
  Skill folder on GitHub
• nonprofit-cloud-vs-npsp-migration
  Nonprofit Cloud vs NPSP decision and migration: choose NPSP (managed package) or Nonprofit Cloud (native), plan data migration, Account Model differences, Program Management, fundraising.
  • nonprofit-cloud
  • npsp
  • fundraising
  • program-management
  • account-model
  • migration
  Skill folder on GitHub
• nonprofit-platform-architecture
  Use this skill when designing or evaluating the holistic platform architecture for a Nonprofit Cloud (Agentforce Nonprofit) implementation — module selection, data model foundations, integration strategy, and phased adoption across the six independently...
  • nonprofit-cloud
  • npc
  • agentforce-nonprofit
  • nonprofit-platform
  • person-accounts
  • standard-industry-data-model
  • fundraising
  • program-management
  Skill folder on GitHub
• npsp-vs-nonprofit-cloud-decision
  Use this skill when an organization must decide whether to stay on NPSP (Nonprofit Success Pack) or move to Nonprofit Cloud (NPC), evaluate the timeline for that move, and understand what the migration entails at an architectural level.
  • npsp
  • nonprofit-cloud
  • npc
  • migration
  • decision-framework
  • nonprofit
  • platform-strategy
  • data-model
  Skill folder on GitHub
• omni-channel-capacity-model
  Designing Omni-Channel capacity models for service orgs: agent capacity allocation, channel weighting (cases, chats, calls), skills matrix design, overflow strategy, presence configuration, and interruptible work patterns.
  • omni-channel
  • capacity-model
  • service-channel
  • skills-based-routing
  • presence-configuration
  • agent-capacity
  • overflow-routing
  Skill folder on GitHub
• omnistudio-scalability-patterns
  Use when OmniStudio components are degrading under high concurrent user load, when Integration Procedures are hitting governor limits at portal scale, or when designing an OmniStudio deployment for thousands of simultaneous Experience Cloud users.
  • omnistudio
  • integration-procedure
  • omniscript
  • queueable-chainable
  • ip-chainable
  • direct-platform-access
  • lwr
  • cdn
  Skill folder on GitHub
• omnistudio-vs-standard-architecture
  Pick and then document the OmniStudio runtime path an architect has to live with: Standard Runtime (natively embedded, Spring '25+, no namespace) versus the legacy vlocity_ins__ / industries__ managed package and the migration debt every new component on it...
  • omnistudio
  • standard-runtime
  • vlocity
  • migration-debt
  • industries
  • architecture
  • adr
  Skill folder on GitHub
• omnistudio-vs-standard-decision
  Decision framework for choosing OmniStudio (OmniScript, FlexCards, Integration Procedures) vs standard Salesforce tooling (Screen Flow, LWC, Apex) for guided UI and data transformation use cases: capability matrix, license availability gate, team skills...
  • omnistudio
  • omni-studio
  • screen-flow
  • lwc
  • decision-framework
  • industries
  • architecture
  Skill folder on GitHub
• order-management-architecture
  Use when designing or reviewing a Salesforce Order Management (OMS) solution architecture: fulfillment workflow strategy, split-order routing design, Omnichannel Inventory (OCI) integration, returns process architecture, and multi-location inventory...
  • OMS
  • order-management
  • fulfillment
  • OCI
  • split-orders
  • returns
  • omnichannel-inventory
  • order-routing
  Skill folder on GitHub
• org-edition-and-feature-licensing
  Use when evaluating which Salesforce features are available in a given org edition, determining whether a planned solution requires an add-on license, or investigating why a feature is unavailable in the current org.
  • architect
  • editions
  • licensing
  • enterprise
  • unlimited
  • performance
  • add-on
  • feature-availability
  Skill folder on GitHub
• org-limits-monitoring
  Use when designing proactive monitoring of Salesforce org-level limits such as API call consumption, storage usage, custom object counts, or platform event allocations.
  • org-limits
  • api-usage
  • monitoring
  • platform-events
  • storage
  • scheduled-apex
  • alerting
  • limits-api
  Skill folder on GitHub
• payer-vs-provider-architecture
  Use this skill when designing or evaluating a Health Cloud implementation to determine whether the org serves a payer (health insurer), a provider (care delivery organization), or both — and to derive the correct object model, PSL matrix, and feature...
  • health-cloud
  • payer
  • provider
  • data-model
  • architecture
  Skill folder on GitHub
• platform-selection-guidance
  Use when choosing which Salesforce platform capability to use for a requirement — covering metadata storage (Custom Metadata vs Custom Settings vs Custom Objects), UI framework (LWC vs Aura), integration approach (Platform Events vs Change Data Capture vs...
  • architect
  • platform-selection
  • custom-metadata
  • lwc
  • integration-patterns
  Skill folder on GitHub
• revenue-cloud-architecture
  Architecting on Salesforce Revenue Cloud (Revenue Lifecycle Management — RLM, the successor to CPQ-Plus + Billing).
  • revenue-cloud
  • rlm
  • billing
  • quote-to-cash
  • legal-entity
  Skill folder on GitHub
• sales-cloud-architecture
  Use when designing or reviewing a Sales Cloud solution architecture covering process automation strategy, integration points, data model decisions, and scalability planning.
  • sales-cloud
  • architecture
  • data-model
  • process-automation
  • scalability
  • opportunity-management
  • lead-to-cash
  • territory-management
  Skill folder on GitHub
• sales-cloud-integration-patterns
  Use when designing or reviewing integrations between Sales Cloud and external systems such as ERP, marketing automation, CPQ, or partner portals.
  • sales-cloud
  • erp-integration
  • marketing-automation
  • cpq
  • quote-to-order
  • partner-portal
  • external-id
  • upsert
  Skill folder on GitHub
• salesforce-decision-analysis
  Structure and evaluate a consequential Salesforce choice before the team commits: frame the decision, separate hard constraints from preferences, compare viable options with evidence, test score sensitivity, and recommend a reversible next step.
  • decision-analysis
  • option-assessment
  • architecture
  • tradeoffs
  • evidence
  • reversibility
  Skill folder on GitHub
• salesforce-erd-and-diagramming
  Salesforce ERD and architecture diagram generation: Mermaid/PlantUML data-model diagrams for Sales, Service, FSL, Commerce, Revenue Cloud; OAuth flow diagrams; integration architecture diagrams; object-relationship visualization.
  • erd
  • diagramming
  • mermaid
  • plantuml
  • architecture-diagrams
  • data-model
  • documentation
  Skill folder on GitHub
• salesforce-learning-research
  Research a Salesforce topic for a learner using a citation-first, release-aware evidence workflow: bound the question, prioritize official sources, build a claim ledger, resolve contradictions, and produce a research packet for teaching.
  • learning-research
  • source-hierarchy
  • citations
  • freshness
  • evidence-ledger
  • contradiction-resolution
  Skill folder on GitHub
• salesforce-shield-architecture
  Salesforce Shield as an architectural choice — Platform Encryption + Event Monitoring + Field Audit Trail as three SEPARATELY-LICENSED components, none of which ship in any standard edition.
  • shield
  • platform-encryption
  • event-monitoring
  • field-audit-trail
  • byok
  • cache-only-keys
  • compliance-architecture
  Skill folder on GitHub
• security-architecture-review
  Use when conducting a dedicated security architecture review of a Salesforce org — assessing sharing model completeness, FLS/CRUD enforcement, Apex security patterns, exposed API surface, Connected App policies, and Shield readiness.
  • security
  • sharing-model
  • fls
  • apex-security
  • connected-apps
  • shield
  Skill folder on GitHub
• service-cloud-architecture
  Use when designing a Service Cloud solution end-to-end: channel strategy (phone, email, chat, messaging, social), routing model (queue-based vs skills-based Omni-Channel), knowledge strategy, entitlement and SLA enforcement, Einstein Bot / Agentforce...
  • service-cloud
  • omni-channel
  • case-management
  • routing
  • knowledge
  • contact-center
  • channel-strategy
  Skill folder on GitHub
• sla-design-and-escalation-matrix
  Use when designing the SLA tier definition table, escalation matrix document, and milestone threshold configuration for a Salesforce Service Cloud implementation.
  • sla-design
  • escalation-matrix
  • entitlement-processes
  • milestones
  • business-hours
  • service-cloud
  • tier-design
  Skill folder on GitHub
• solution-design-patterns
  Use when selecting the right automation layer (Flow, Apex, LWC) for a new feature, reviewing an existing design for technical debt, or troubleshooting a mismatched automation architecture.
  • solution-design
  • automation-layers
  • declarative-vs-programmatic
  • flow
  • apex
  • lwc
  • architecture-decision
  • design-patterns
  Skill folder on GitHub
• subscription-management-architecture
  Use when designing or evaluating Salesforce CPQ subscription lifecycle architecture: amendment flow, renewal automation, co-termination design, or billing integration at the contract level.
  • cpq
  • subscriptions
  • amendments
  • renewals
  • co-termination
  • billing-integration
  • sbqq
  • large-scale-amendment
  Skill folder on GitHub
• technical-debt-assessment
  Use when auditing a Salesforce org for technical debt: dead code, unused automations, overlapping Flow and Apex triggers, deprecated features, configuration complexity, and legacy patterns.
  • technical-debt
  • org-health
  • dead-code
  • automation-overlap
  • architect
  Skill folder on GitHub
• tenant-isolation-patterns
  Multi-tenant isolation patterns on Salesforce: custom metadata per-tenant, permission-based feature gating, data partitioning, namespace isolation, ISV managed-package patterns.
  • multi-tenant
  • isv
  • managed-packages
  • feature-gating
  • data-partitioning
  • namespace
  • tenant-isolation
  Skill folder on GitHub
• wealth-management-architecture
  Use this skill when designing or reviewing a Salesforce Financial Services Cloud (FSC) wealth management platform — covering advisor workspace configuration, client portal setup, portfolio data integration, Compliant Data Sharing, and FSC feature enablement...
  • fsc
  • wealth-management
  • financial-services-cloud
  • advisor-workspace
  • compliant-data-sharing
  • portfolio-analytics
  • integration-patterns
  Skill folder on GitHub
• well-architected-review
  Use when conducting a formal Salesforce Well-Architected Framework (WAF) review of an org or solution design.
  • well-architected
  • architect
  • org-assessment
  • trusted-easy-adaptable
  • architecture-review
  Skill folder on GitHub
• zero-trust-salesforce-patterns
  Architecture pattern for assembling a zero-trust posture in Salesforce — there is no single zero-trust toggle.
  • zero-trust
  • rtem
  • transaction-security
  • high-assurance-session
  • login-flow
  • event-monitoring
  • device-compliance
  Skill folder on GitHub