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 folder permissions. Triggers: 'how do I build a report', 'what report type should I use', 'set up a dashboard', 'joined report limits', 'bucket field vs formula', 'dynamic dashboard running user'. NOT for CRM Analytics (use crm-analytics-* skills). NOT for Einstein Discovery predictive analytics. NOT for troubleshooting missing report data caused by sharing model issues (use admin/reports-and-dashboards for that).

Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter', 'report subscription', 'dashboard refresh'. NOT for Einstein Analytics / CRM Analytics — separate skill needed for that.

Eliciting, documenting, and structuring a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules. Use when a business needs to analyse or formalise its sales methodology before any Salesforce configuration begins. Trigger keywords: sales process design, stage discovery, entry criteria, exit criteria, stage gate, win/loss categorisation, sales methodology, pipeline stages, opportunity stage mapping. NOT for configuring OpportunityStage picklist values, Sales Processes, or record types in Setup (use opportunity-management skill). NOT for Path configuration. NOT for Collaborative Forecasts or quota alignment.

Use this skill when configuring or troubleshooting NPSP soft credits, partial soft credits, or matching gift workflows — including OpportunityContactRole-based credit attribution, npsp__Partial_Soft_Credit__c records, and the Find Matched Gifts process. NOT for gift entry staging flows, recurring donation setup, or non-NPSP Salesforce Fundraising (Gift object) credit configurations.

Use this skill when integrating Einstein Discovery predictions into Salesforce apps, automating bulk scoring jobs, deploying stories as prediction definitions, managing models via API, or querying prediction history. Trigger keywords: Einstein Discovery, smartdatadiscovery, predict endpoint, bulk scoring job, model refresh job, prediction definition, story deployment, regression prediction, multiclass prediction, CRM Analytics ML. NOT for CRM Analytics dashboard design, TCRM dataset management, Einstein Prediction Builder binary classification (which requires no CRM Analytics license), or Einstein Next Best Action recommendation strategies.

Use this skill to implement custom Apex MCP tool classes by extending McpToolDefinition from the salesforce-mcp-lib package. Covers inputSchema(), validate(), and execute() override patterns, JSON schema construction, SOQL and DML inside tools, error handling, and tool registration in the Apex REST endpoint. Trigger keywords: McpToolDefinition, extend McpToolDefinition, Apex MCP tool, mcp-tool Apex, JSON-RPC tool, salesforce-mcp-lib tool class. NOT for the initial server installation and proxy setup (see salesforce-mcp-server-setup), NOT for MCP Resources or Prompts, NOT for OmniStudio or Flow-based tool definitions.

Use this skill when grounding Agentforce agents with retrieved knowledge using Data Cloud vector search, configuring vector search indexes, selecting chunking and embedding strategies, or controlling how retrieved context flows through the Einstein Trust Layer into prompts. NOT for Data Cloud data model setup (use a Data Cloud skill), NOT for Agentforce agent creation or topic design (use agentforce-agent-creation or agent-topic-design), and NOT for BYO LLM configuration (use model-builder-and-byollm).

Use this skill when extracting Salesforce data for consumption by external LLMs or vector stores outside the Salesforce ecosystem — covering Bulk API v2 extraction patterns, PII scrubbing before transmission, chunking and embedding pipelines that run in external infrastructure, and non-Data-Cloud vector store ingestion (Pinecone, pgvector, Weaviate, OpenSearch). Trigger keywords: export Salesforce data to external LLM, Bulk API extract for embeddings, send Salesforce records to OpenAI, pipe Salesforce data to Pinecone, PII scrubbing before LLM, external vector store ingestion. NOT for Data Cloud vector search or grounding within Salesforce (use rag-patterns-in-salesforce), NOT for Data Cloud data model or harmonized schema design (use ai-ready-data-architecture), NOT for Agentforce agent creation or topic design (use agentforce-agent-creation), NOT for BYO LLM registration inside Salesforce (use model-builder-and-byollm).

Use when Apex must create, persist, stream, or serve binary files — including uploading from LWC/REST, generating ContentVersion records, chunking large bodies, relating files to records via ContentDocumentLink, and handling the heap/payload limits that trip binary workflows. Triggers: 'ContentVersion VersionData Blob', 'upload file from LWC to Apex', 'large file heap limit Apex', 'ContentDocumentLink sharing'. NOT for generating PDFs (use pdf-generation-patterns); NOT for email attachment parsing (use apex-email-services).

Sharing records programmatically via Apex: Share objects, row cause, sharing recalculation, with/without sharing patterns. NOT for declarative sharing rules (use sharing-and-visibility).

Use when Apex code must create or update metadata programmatically at runtime — custom fields, objects, picklist values, labels, or other supported types — using the Metadata namespace (Metadata.Operations, Metadata.DeployCallback). Triggers: 'Metadata.Operations', 'Metadata.CustomField from Apex', 'deploy metadata from Apex', 'enqueueDeployment', 'create a custom field programmatically', 'post-install script metadata setup'. NOT for Metadata API REST/SOAP (use metadata-api-and-package-xml) and NOT for reading Custom Metadata Type configuration rows in Apex (use custom-metadata-in-apex).

Use when writing Apex that validates, extracts, or transforms strings with Pattern/Matcher or String regex methods. Covers catastrophic backtracking, 1M char input cap, anchored vs unanchored matching, and replaceAll reserved `$`/`\\` chars. NOT for SOQL LIKE queries, Flow formula REGEX, or client-side JavaScript regex.

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

Use when implementing Salesforce CPQ plugin interfaces in Apex or JavaScript (JS QCP) to customize quote calculation, product search, order creation, contracting, or configuration screens. Trigger keywords: SBQQ plugin, QuoteCalculatorPlugin, ProductSearchPlugin, OrderPlugin, ContractingPlugin, ConfigurationInitializerPlugin, SBQQ__CustomScript__c, JS QCP, calculate callback, CPQ plugin registration. NOT for standard Apex triggers on SBQQ__Quote__c or SBQQ__QuoteLine__c. NOT for Flow-based customization of CPQ processes. NOT for declarative CPQ configuration such as price rules, discount schedules, or product rules that do not require code.

Use when programmatically driving Salesforce CPQ operations from Apex or REST — creating quotes, adding products, calculating pricing, saving quotes, amending contracts, or renewing contracts through the SBQQ.ServiceRouter API. Trigger keywords: CPQ API, SBQQ.ServiceRouter, QuoteCalculator, QuoteReader, QuoteSaver, QuoteProductAdder, ProductLoader, ContractAmender, ContractRenewer, programmatic quote, calculate callback, CPQ REST API. NOT for standard REST API or Salesforce Connect. NOT for declarative CPQ configuration such as price rules, discount schedules, or product rules. NOT for CPQ plugin interfaces (QuoteCalculatorPlugin, OrderPlugin).

Use when designing or implementing a cross-cutting Apex error handling framework: custom exception hierarchies, rollback-safe logging via Platform Events, BatchApexErrorEvent processing, correlation ID threading, or a unified catch/log/rethrow utility class. Trigger keywords: 'error framework', 'centralized logging', 'rollback-safe log', 'BatchApexErrorEvent', 'correlation ID async', 'AuraHandledException boundary', 'Error_Log__c design'. NOT for individual try/catch block syntax help, basic DmlException handling, or choosing between synchronous and asynchronous execution models.

Use this skill when extending Financial Services Cloud (FSC) behavior through Apex: customizing financial rollup recalculation, disabling built-in FSC triggers to write custom trigger logic, implementing Compliant Data Sharing (CDS) participant/role integrations, or building custom FSC action handlers. NOT for standard Apex unrelated to the FSC managed package, standard Salesforce sharing rules, or configuring FSC rollups through the Admin UI — use the admin/financial-account-setup skill for declarative rollup setup.

Use this skill when building custom LWC components for Health Cloud: extending patient card configurations, building custom timeline components using TimelineObjectDefinition metadata, creating care plan visualizations, and surfacing clinical data via LWC. NOT for standard LWC development unrelated to Health Cloud clinical components, or OmniStudio FlexCard development.

NPSP programmatic integration patterns: BDI gift processing API for bulk gift ingestion, ERD Schedules and Installments API for recurring donation data, and wealth screening integration via AppExchange managed packages. NOT for standard Salesforce REST/BULK API, NPSP PMM integration, or Nonprofit Cloud (NPC) native API patterns.

Use when diagnosing or preventing UNABLE_TO_LOCK_ROW errors, record lock contention in Apex or Bulk API loads, FOR UPDATE locking, parent-child lock escalation, and deadlock scenarios. Triggers: 'UNABLE_TO_LOCK_ROW', 'record lock contention', 'FOR UPDATE SOQL', 'deadlock', 'lock timeout'. NOT for approval-process record locking (admin/approval-processes) or optimistic concurrency via timestamps.

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. NOT for general Salesforce security architecture, AI ethics policy documentation, or individual Agentforce agent configuration.