Iteratively polish code through successive quality passes run in fresh subagents.

Use this skill for requests related to web research; it provides a structured approach to conducting comprehensive web research

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Produce first drafts at ~80% voice accuracy using a writer's Voice DNA Document.

Defines step-by-step deployment procedures for staging and production environments with rollback plans. Use when creating runbooks or when the user mentions deployment procedure, release procedure, or production deployment.

Use when starting feature work that needs isolation from current workspace or before executing implementation plans - creates isolated git worktrees with smart directory selection and safety verification

Go-to-market strategy for AI products. These aren't generic AI principles — they're patterns from selling autonomous AI agents into enterprises where "autonomous" scared buyers and "teammate" converte

Design meeting rhythms, metric reporting, quarterly planning, and decision-making velocity for scaling companies. Use when decisions are slow, planning is broken, the company is growing but alignment is worse, or leadership meetings consume all time without producing decisions.

Find contacts stalled at funnel stages (abandoned cart, signed-up-but-no-trial, trial-but-no-convert), draft stage-appropriate re-engagement emails, and schedule sends via your ESP — with dedupe so weekly reruns never double-send

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- "Is it safe to change this function?"

Investor pitch deck structure, narrative arc, and slide-by-slide content.

Welcome sequences, launch campaigns, re-engagement flows, and segmentation strategy.

Competitor teardowns, SWOT analysis, positioning maps, and differentiation strategy.

Regulatory compliance auditing across GDPR, HIPAA, PCI DSS, SOC 2, and ISO frameworks with automated evidence collection and gap analysis. Use when conducting compliance assessments, preparing for certifications, or implementing regulatory controls.

Drives the cortex skills recommend-feedback-rate loop. Use when a context change occurs (new file types, domain shift, task pivot) or when a task completes and skill effectiveness should be recorded.

Use this skill to identify, score, and prioritize Salesforce AI use cases before any implementation begins — covering opportunity identification, Impact-Effort matrix scoring, feasibility evaluation across Technical/Operational/Data/Risk dimensions, and ROI framing. NOT for implementation, enablement, feature configuration, or data architecture design.

Use this skill to configure a Salesforce B2B Commerce storefront: creating the WebStore, linking BuyerGroups, assigning CommerceEntitlementPolicies, and granting buyer contacts transactional access. Trigger keywords: B2B Commerce, WebStore, BuyerGroup, entitlement policy, buyer account, storefront access. NOT for B2C Commerce (LWR storefronts using Individual/Person Account models), CPQ quote configuration, or Order Management fulfillment flows.

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. NOT for writing batch Apex code (use batch-apex-patterns) or writing Schedulable implementations (use apex-scheduled-jobs).

Use this skill to configure Salesforce Billing billing schedules, invoice plans, billing policies, and billing treatments on activated Orders. Triggers: 'billing schedule not generating invoices', 'blng__BillingSchedule__c records missing after order activation', 'how to set up in-advance vs in-arrears billing', 'configure milestone billing in Salesforce Billing', 'invoice run not picking up order products', 'evergreen billing setup', 'billing treatment configuration'. NOT for CPQ quoting, not for standard revenue schedules (OpportunityLineItem revenue schedule splits), not for Salesforce Revenue Cloud (Revenue Lifecycle Management), not for native Salesforce subscription billing without the Salesforce Billing managed package.

Use this skill when designing Campaign Hierarchy structures for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, or interpreting multi-touch attribution data from MCAE B2B Marketing Analytics. Trigger keywords: campaign ROI, attribution model, campaign hierarchy, first-touch, last-touch, multi-touch, CCI, campaign influence, revenue attribution, campaign member status. NOT for campaign record creation, campaign member import, email send execution, or MCAE connector provisioning (use mcae-pardot-setup instead).

Configuring Salesforce case management: case queues, assignment rules, escalation rules, auto-response rules, Email-to-Case, Web-to-Case, case teams, entitlements, and milestones. Use when setting up or troubleshooting the Service Cloud case handling layer. Trigger keywords: email-to-case, web-to-case, escalation rules, case teams, entitlements, milestones, auto-response, case queue. NOT for case assignment rule logic only (use assignment-rules skill). NOT for Omni-Channel routing (use omni-channel-routing-setup). NOT for CTI or telephony integration.

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. Triggers on: taxonomy design questions, attribute planning, search index strategy, category navigation structure, or merchandising hierarchy decisions. NOT for catalog configuration — object creation, WebStoreCatalog wiring, entitlement policies, or product assignment steps are covered by admin/commerce-product-catalog.

Use this skill when configuring pricebooks, tiered pricing, promotions, coupon codes, or cart discounts for B2B or D2C Commerce stores. Trigger keywords: WebStorePricebook, BuyerGroupPricebook, PriceAdjustmentSchedule, PromotionsCartCalculator, commerce coupon, cart-level discount, tiered price, Commerce promotion. NOT for CPQ pricing, standard Sales Cloud Opportunity pricebooks, or Quote pricing.

Consumer Goods Cloud setup: visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, and image recognition. NOT for Field Service dispatch (use field-service-core-setup). NOT for B2B Commerce storefronts (use b2b-commerce-store-setup).

Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQ__Subscription__c. NOT for standard Salesforce contracts without CPQ, nor for Revenue Cloud advanced order management.

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. Triggers: 'data dictionary', 'document our data model', 'object relationship map', 'field inventory', 'ER diagram for Salesforce'. NOT for designing the data model (use object-creation-and-design or architect skills) or for optimizing queries against the model (use soql-query-optimization).

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 wealth aggregation rollups. NOT for standard account relationships, Contact-Account relationships outside FSC, NPSP household configuration, or Financial Account role setup (use admin/financial-account-setup).

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. utilization analysis. NOT for Omni-Channel capacity, NOT for FSL scheduling policy rule configuration, and NOT for FSL resource skill or preference setup (see 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. NOT for service territory setup (see fsl-service-territory-setup), NOT for scheduling policy configuration, and NOT for FSL mobile app setup.

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). Covers the four default policies, custom policy design, work rule type selection, and objective weighting strategy. NOT for configuring service territories, resource availability calendars, or the Salesforce Scheduler (Appointment Scheduling) product.

Use this skill to configure Field Service Lightning service territories — including territory types, operating hours, time slots, territory hierarchy, member types, and polygon boundaries. NOT for ETM territories (Territory2 / Enterprise Territory Management in Sales Cloud), and NOT for Salesforce Scheduler territories.

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. NOT for NPSP household account configuration (use admin/npsp-household-accounts), non-FSC Account hierarchies, or standard Contact-Account relationships outside of FSC.

Use when configuring Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog configuration, TM Forum-aligned order decomposition, Account record-type segmentation, and contract lifecycle activation. NOT for generic OmniStudio configuration, Salesforce CPQ (SBQQ), standard B2C/B2B Commerce order management, or non-Communications Industries clouds.

Use this skill when setting up, configuring, or managing Salesforce Lightning Knowledge — including enabling the feature, designing record types on Knowledge__kav, configuring Data Categories for organization and visibility control, setting up publishing workflows, and layering approval processes. Trigger keywords: Lightning Knowledge setup, Knowledge article record types, Data Category visibility, Knowledge publishing workflow, Knowledge__kav configuration. NOT for Knowledge in Experience Cloud (use the experience-cloud-knowledge skill), NOT for Einstein Article Recommendations surfacing (use einstein-article-recommendations skill), NOT for Knowledge search tuning or Apex programmatic article management.

Configuring Salesforce lead management and conversion: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes. Use when setting up lead capture, routing, or conversion for Sales Cloud. Trigger keywords: web-to-lead, lead conversion, lead field mapping, lead settings, lead process, lead queue, lead auto-response. NOT for lead assignment rule logic (use assignment-rules). NOT for duplicate rule configuration (use data-quality-and-governance).

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. Covers connector user setup, synchronized data sources, scope configuration, tracking sync, and triggered sends. NOT for MCAE (Marketing Cloud Account Engagement / Pardot) connector setup.

Media Cloud setup for advertising sales management, audience segmentation, campaign management, revenue management, and cross-channel ad products. NOT for Salesforce Marketing Cloud (use marketing-cloud-account-setup). NOT for Data Cloud audience activation (use data-cloud-activation-patterns).

Use this skill to configure Messaging for In-App and Web (MIAW) channels in Salesforce Service Cloud, including Messaging Channel setup, Embedded Service Deployments, CORS/CSP Trusted Sites, Omni-Channel routing via Queue or Flow, pre-chat fields, and Status-Based capacity models. NOT for Agentforce bot configuration, SMS/WhatsApp third-party channel setup, or legacy Live Agent (Snap-ins) implementations.

Use this skill when configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) — a separate managed package for program delivery, cohort setup, service scheduling, service delivery recording, and outcome/attendance tracking for beneficiaries. Trigger keywords: program management module, PMM, Program__c, ProgramEngagement__c, ServiceDelivery__c, cohort setup, bulk service delivery, service schedule, service participant. NOT for NPSP core donor management, gift entry, recurring donations, soft credits, or Health Cloud care programs.

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. Trigger keywords: queue, public group, queue membership, queue email, group sharing, case queue, lead queue. NOT for assignment rules that route records to queues automatically (use assignment-rules). NOT for Omni-Channel routing configuration (separate routing engine).

Use this skill when configuring Health Cloud referral management: setting up ClinicalServiceRequest-based referrals, provider search, referral status workflows, and network management. NOT for Sales Cloud referrals, FSC Einstein Referral Scoring, or Public Sector Solutions referral objects.

Scheduled Paths in record-triggered Flow: delayed execution, time-offset from field, batch size tuning, monitoring Paused Flow Interviews, async limits. NOT for Scheduled Flow (use scheduled-flow-patterns). NOT for time-based workflow rules (use migrate-workflow-pb).

Use when designing how an Agentforce agent transfers the conversation to a human agent (Omni-Channel), to another bot/agent, or to an alternate workflow — including context package, deflection, escalation triggers, and user messaging. Triggers: 'agent to human handoff', 'agentforce escalate to omni channel', 'agent to agent handoff', 'transfer conversation with context', 'agent deflection fallback'. NOT for topic selector design (see agent-topic-design).