Use when planning, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates. Triggers: 'Data Loader', 'Data Import Wizard', 'Bulk API', 'upsert', 'cutover', 'load failed', 'reconcile data'. NOT for ongoing integration architecture - use integration/ skills for that.

Use when authoring, reviewing, or maintaining Salesforce DevOps operational documents — runbooks, environment matrices, deployment guides, and post-deploy validation checklists. Triggers: 'runbook', 'environment matrix', 'deployment guide', 'pre-deploy checklist', 'post-deploy validation', 'how do I document a deployment', 'rollback procedure template'. NOT for release planning, project scheduling, CI/CD pipeline code, or change advisory board process governance.

Use when designing, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance. Triggers: 'duplicate rule', 'matching rule', 'merge strategy', 'dedupe', 'survivorship', 'D&B', 'same contact twice'. NOT for choosing data-load tooling unless duplicate control is the main problem.

Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau should be used for analytics, or when reviewing and troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for standard report builder questions unless the decision is whether reports are still enough.

Use when designing, reviewing, or troubleshooting Salesforce email templates, email alerts, and declarative notification design. Triggers: 'Lightning Email Template', 'email alert', 'merge field', 'org-wide email', 'too many emails', 'mass email limit'. NOT for marketing automation or custom Apex email services.

Configure and troubleshoot Salesforce Case Escalation Rules: setting up time-based escalation entries, business hours configuration, escalation actions (email alerts and reassignment), and diagnosing why cases are not escalating. NOT for case assignment on creation (use assignment-rules), approval routing (use approval-processes), or SLA milestones in Service Cloud (use entitlement-management).

Use when setting up or tuning Experience Cloud community content moderation: keyword/criteria-based rules, member reputation system, and moderation queue management. Triggers: 'set up community content moderation', 'configure reputation levels', 'flagging rules Experience Cloud', 'moderation queue setup', 'keyword blocking community', 'approve community posts before publishing'. NOT for CMS content publishing workflows or Digital Experiences page publishing.

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. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow, Discovery Framework, Revenue Insights. NOT for financial advice, investment recommendations, or high-level process mapping (see wealth-management-requirements for that).

Use when designing, reviewing, or debugging Salesforce Flows from an Admin perspective. Triggers: 'flow', 'automation', 'record-triggered flow', 'screen flow', 'scheduled flow', 'flow error', 'flow interview'. NOT for OmniStudio OmniScripts — use omnistudio/ skills for that.

Use when designing, reviewing, or troubleshooting Salesforce formula fields. Triggers: 'formula field', 'cross-object formula', 'null handling', 'compile size', 'HYPERLINK', 'IMAGE', 'why is formula slow'. NOT for save-time validation or persisted values - use validation rules, Flow, or real fields for that.

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. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence, onboarding checklist, review prep tasks. NOT for standard Salesforce Tasks, Flow automation, or general task management outside of FSC Action Plan objects.

Use this skill when designing, troubleshooting, or reviewing FSL Mobile worker workflows — including job lifecycle management, offline data capture, customer signature collection, parts consumption, and geolocation-triggered status transitions. Trigger keywords: FSL mobile, field service mobile workflow, offline job lifecycle, technician mobile, service appointment status, briefcase priming, parts consumption mobile, signature capture FSL. NOT for mobile app installation/configuration, FSL scheduling optimization, Dispatcher Console setup, or Work Capacity management.

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. Triggers: 'too many list views', 'compact layout not showing the right fields', 'search layouts vs list views', 'mobile highlights panel'. NOT for page layout design, Dynamic Forms strategy, or record-type architecture.

Designing Lookup vs Master-Detail vs Hierarchical vs External relationships: cascade delete, roll-up summaries, ownership, sharing implications, polymorphic lookups, relationship depth limits. NOT for record-type strategy (use data-model-design-patterns). NOT for junction object patterns (use many-to-many-relationships).

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. Trigger keywords: 'MFA setup', 'My Domain', 'session settings', 'password policy', 'trusted IP ranges', 'CSP trusted sites'. NOT for user-level login restrictions (use user-management), NOT for permission model design (use permission-sets-vs-profiles), NOT for security audit and hardening review (use security/org-hardening-and-baseline-config).

Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories to the inspection view, configuring Days in Stage and other metrics, setting review cadence, and interpreting pipeline change signals for sales managers. Use when designing or improving how a team monitors deal health and pipeline movement. NOT for building custom dashboards or reports (use reports-and-dashboards skill). NOT for enabling Einstein Opportunity Scoring or AI insights (use einstein-copilot-for-sales skill). NOT for setting up Collaborative Forecasts or forecast types (use collaborative-forecasts skill).

Use when preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to stakeholders. Triggers: 'upcoming Salesforce release', 'release notes triage', 'Release Updates', 'sandbox preview opt-in', 'release readiness checklist', 'production upgrade date', 'feature impact', 'critical update'. NOT for deploying org-specific changes between sandboxes (use change-management-and-deployment), nor for long-term sandbox environment design (use sandbox-strategy).

Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose. Triggers: 'Developer sandbox', 'Developer Pro', 'Partial Copy', 'Full sandbox', 'sandbox refresh', 'data masking', 'test environment', 'Gov Cloud sandbox'. NOT for scratch-org package workflows unless they affect environment planning.

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. Trigger keywords: subscription requirements, amendment requirements, renewal requirements, proration requirements, co-termination, subscription ledger, upgrade downgrade policy. NOT for CPQ setup or configuration, not for Apex amendment API implementation, and not for Revenue Cloud advanced order management.

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, advisor tooling needs, and FSC architecture determination (managed package vs. FSC Core). Trigger keywords: wealth management requirements, FSC requirements gathering, financial planning workflow, portfolio review process, advisor tools setup, FSC data model scoping, wealth management process mapping. NOT for implementation, configuration, or code — use financial-account-setup, fsc-action-plans, or apex/fsc-financial-calculations for those. NOT for FSC architecture decisions — use architect/wealth-management-architecture. NOT for Health Cloud or NPSP requirements.

Use when designing or reviewing Agentforce actions, including Flow actions, Apex invocable actions, prompt-template actions, action naming, input and output contracts, confirmation requirements, and safe error behavior. Triggers: 'agent actions', 'flow action for agent', 'agent invocable action', 'action schema design', 'agent action error handling'. NOT for topic boundary design or general Apex invocable guidance when the main concern is not an agent-facing action contract.

Observability for Agentforce: adoption, deflection, latency, cost, quality. NOT for agent evaluation/testing (see agentforce-eval-harness) or raw platform-event monitoring.

Pre-production security checklist for Agentforce deployments: permission scope, data exposure, authentication, logging. NOT for general Salesforce security review (see security-health-check).

Use when designing or reviewing Agentforce topic structure, including topic boundaries, instruction quality, handoff rules, out-of-scope behavior, and topic-selector strategy. Triggers: 'agent topics', 'topic design', 'topic selector', 'agent scope boundary', 'handoff conditions'. NOT for action contract design or prompt-template wording when the main problem is not topic scoping.

Use when defining or refining the tone, voice, and behavioral personality of an Agentforce agent: system instruction encoding, brand voice alignment, adaptive response formats, multi-persona strategies. NOT for agent topic design (use agent-topic-design) or testing methodology (use agent-testing-and-evaluation).

Version Prompt Templates and agent topic prompts: source-control shape, change review, model-version pinning, A/B, and rollback. Trigger keywords: prompt template versioning, prompt changelog, prompt rollback, A/B prompt test, agentforce prompt release. Does NOT cover: prompt engineering tips, general LLM fine-tuning, or Classify / Einstein Generate studio UI walkthroughs.

Sales-specific AI features in Sales Cloud: Einstein Opportunity Scoring setup and optimization, Einstein Activity Capture configuration, AI email generation, Pipeline Inspection AI insights, and Einstein Relationship Insights. NOT for core Agentforce setup, agent topic design, or Einstein Trust Layer configuration.

Service-specific AI features in Service Cloud: Case Classification setup and optimization, Article Recommendations configuration, Reply Recommendations, Work Summary (After-Visit Summary), Service Replies with Einstein, Auto-Routing, and Einstein Conversation Mining. NOT for core Agentforce setup, agent topic design, Agent Builder configuration, or Einstein Trust Layer setup.

Einstein Prediction Builder for creating custom binary classification predictions on Salesforce objects: field selection, training data requirements, model activation, score embedding, and monitoring. NOT for Einstein Discovery (Tableau CRM Analytics) or Agentforce agent creation.

Use when creating, reviewing, or troubleshooting Prompt Builder templates (Field Generation, Record Summary, Sales Email, or Flex types), including grounding with merge fields, Flow, or Apex. Trigger keywords: prompt template, Prompt Builder, field generation, record summary, sales email template, flex template, grounding, merge fields, LLM template, Einstein generative AI. NOT for agent topic instructions, Copilot action configuration, or Data Cloud segment activation.

Red-team an Agentforce agent against prompt-injection and jailbreak attacks; codify test cases and guardrails. NOT for general application-security reviews outside the agent boundary.

Use this skill when writing, debugging, or reviewing AMPscript in Marketing Cloud email bodies, subject lines, preheaders, SMS, push notifications, or Cloud Pages — including Lookup/LookupRows data retrieval, IF/ELSEIF conditional blocks, FOR loops over rowsets, and inline personalization. NOT for Server-Side JavaScript (SSJS), REST API calls from content, SQL Query Activities, or Journey Builder configuration.

@future methods: primitive-only parameters, callout=true, no chaining, 50 per transaction, error handling. When to prefer Queueable/Batch instead per async-selection decision tree. NOT for Queueable patterns (use apex-queueable-patterns). NOT for Batch Apex (use apex-batch-patterns).

Use when designing, implementing, reviewing, or debugging Queueable Apex jobs that chain, use the Finalizer interface, pass state across transactions, or need controlled async depth. Trigger keywords: 'Queueable', 'System.enqueueJob', 'Finalizer', 'QueueableContext', 'AsyncOptions', 'stack depth', 'chained queueable'. NOT for basic async Apex mechanism selection (use async-apex), NOT for large-volume record processing where Batch Apex is the right tool (use batch-apex-patterns).

Use when building, reviewing, or debugging inbound Apex REST resources, request/response handling, status codes, versioned URL mappings, or JSON serialization in `@RestResource` classes. Triggers: 'Apex REST', '@RestResource', 'HttpGet/HttpPost', 'RestContext', 'versioned endpoint'. NOT for outbound HTTP callouts or standard Salesforce REST API usage as a consumer.

Scheduling Apex classes using the Schedulable interface: implementing execute(), cron expressions, System.schedule(), monitoring CronTrigger records, job limits, and job chaining patterns. NOT for Batch Apex scheduling (use batch-apex-patterns) or Flow scheduled paths.

Use when designing, reviewing, or debugging Apex execution context, sharing keywords, CRUD/FLS enforcement, system-vs-user mode behavior, or secure write patterns. Triggers: 'with sharing', 'inherited sharing', 'stripInaccessible', 'AuraEnabled security', 'CRUD FLS'. NOT for SOQL injection review alone — use apex/soql-security for query-specific hardening.

Apex Trigger.new / Trigger.old / Trigger.newMap / Trigger.oldMap / Trigger.isInsert etc.: when each is populated, null-safety, recursion depth, trigger event matrix. NOT for trigger framework architecture (use apex-trigger-handler-framework). NOT for bulk patterns (use apex-bulkification-patterns).

Use when selecting, designing, or reviewing Queueable, Batch, Future, or Schedulable Apex for callouts, large data processing, retries, or background work. Triggers: 'queueable vs batch', 'future method', 'flex queue', 'async job failed', 'schedule apex'. NOT for Platform Events or a deep-only Batch Apex implementation guide.

Use when designing, reviewing, or debugging Batch Apex contracts, scope sizing, stateful behavior, chaining, and AsyncApexJob monitoring. Triggers: 'Database.Batchable', 'Database.Stateful', 'executeBatch', 'batch scope', 'AsyncApexJob'. NOT for generic async choice discussions where Queueable or Future might still be the better tool.

Use when building, reviewing, or debugging outbound Apex HTTP callouts, Named Credentials, request/response handling, timeout behavior, or mock-based tests. Triggers: 'HttpRequest', 'Named Credential', 'callout exception', 'uncommitted work pending', 'HttpCalloutMock'. NOT for inbound Apex REST service design or non-HTTP integration architecture.

Use when building or reviewing code that constructs SOQL/SOSL at runtime, inspects schema metadata via Schema.describe methods, accesses fields dynamically on sObjects, or performs runtime type inspection. Triggers: 'Database.query', 'Schema.getGlobalDescribe', 'Schema.describeSObjects', 'dynamic field access', 'SObjectType', 'DescribeFieldResult'. NOT for static SOQL queries or query performance tuning — use soql-fundamentals or soql-query-optimization.

Use when writing, reviewing, or debugging Apex exception handling, DmlException behavior, custom exception hierarchies, or user-safe error messages. Triggers: 'DmlException', 'swallowed exception', 'AuraHandledException', 'trigger rollback', 'try catch'. NOT for choosing async execution models or general governor-limit tuning.

Use this skill when designing or implementing FSC-specific integration: core banking data sync, custodian feeds (Schwab/Fidelity), market data pipelines, or payment processing wired to FSC Financial objects. Triggers: syncing FinancialAccount or FinancialHolding records from a core banking system, integrating a custodian data feed into FSC Wealth Management, market data prices updating CurrentValue on FinancialHolding, payment transactions flowing into FSC from an external ledger. NOT for generic Salesforce integration, non-FSC object sync, or MuleSoft platform configuration unrelated to FSC financial objects.

Use when writing, reviewing, or troubleshooting Apex that risks hitting Salesforce governor limits. Triggers: 'too many SOQL queries', 'too many DML statements', 'CPU time limit', 'bulkification', 'Queueable vs Batch'. NOT for trigger architecture decisions unless the core problem is limit consumption.

Use when designing or reviewing Apex actions exposed to Flow or similar orchestration layers via `@InvocableMethod`, especially around wrapper DTOs, bulk-safe list contracts, and error behavior. Triggers: 'InvocableMethod', 'InvocableVariable', 'Flow Apex action', 'bulk-safe invocable', 'Apex action input/output'. NOT for general Flow design without a custom Apex action boundary.

Use when designing or reviewing Salesforce Platform Cache usage in Apex, including org cache versus session cache, cache-aside patterns, invalidation, and safe key design. Triggers: 'Platform Cache', 'Cache.Org', 'Cache.Session', 'cache-aside', 'cache invalidation'. NOT for durable configuration storage or for caching user-specific sensitive data.

Use when writing, reviewing, or troubleshooting Apex queries that may expose SOQL injection or CRUD/FLS issues. Triggers: 'Database.query', 'WITH USER_MODE', 'WITH SECURITY_ENFORCED', 'stripInaccessible', 'security review finding'. NOT for record-sharing design unless the main issue is Apex query security.

Use this skill when writing, debugging, or reviewing Server-Side JavaScript (SSJS) in Salesforce Marketing Cloud — Script Activities, Cloud Pages, and Landing Pages. Covers WSProxy for SOAP API access, Script.Util.HttpRequest for outbound REST calls, error handling patterns, execution limits, and SSJS/AMPscript interoperability. NOT for AMPscript-only personalization logic inside Email Studio sends, not for standard Apex (Salesforce Platform), and not for client-side JavaScript in Experience Cloud or LWC.

Use when writing, reviewing, or debugging Apex test classes, test data factories, async test behavior, negative-path assertions, or callout mocking. Triggers: 'SeeAllData', 'Test.startTest', 'HttpCalloutMock', 'test data factory', 'missing assertions'. NOT for LWC Jest tests or code-coverage-only conversations detached from test design.