Operate as a Director or CPO leading product organizations. Use when managing product portfolios, aligning with executives, communicating to boards, designing team structures, or establishing operating rhythms. Part of the Modern Product Operating Model collection.

Build product strategy that drives real choices. Use when defining where to play and how to win, creating strategy canvases, defining ICP/Anti-ICP, positioning products, setting pricing strategy, planning GTM motions, or structuring strategic bets. Part of the Modern Product Operating Model collection.

'Use this skill when writing blog posts, articles, or long-form web content—from quick how-to guides to in-depth opinion pieces. Trigger phrases: ''write a blog post about'', ''draft an article on'', ''create a post for my blog''. Do NOT use for academic papers, news reporting, or content requiring real-time facts.'

'Use this skill when creating, evaluating, or documenting color palettes for brands, products, or design systems. Trigger phrases: ''create a color palette'', ''what colors should I use'', ''brand colors for'', ''accessible color scheme''. Do NOT use for image editing, photo color correction, or print production color matching.'

Incident triage, cascade prevention, and postmortem methodology. Use when handling production incidents, designing resilience patterns, or conducting chaos engineering exercises.

'Use this skill when sizing a market, analyzing competitors, designing customer surveys, segmenting audiences, or synthesizing research into market insights. Trigger phrases: ''size the market for'', ''analyze our competitors'', ''who is our target customer'', ''design a survey to understand'', ''TAM/SAM/SOM for''. Not for building financial models, writing pitch decks, or conducting UX usability research.'

Comprehensive microservices architecture patterns covering service decomposition, communication, data management, and resilience strategies. Use when designing distributed systems, breaking down monoliths, or implementing service-to-service communication.

Use when errors occur deep in execution and you need to trace back to find the original trigger - systematically traces bugs backward through call stack, adding instrumentation when needed, to identify source of invalid data or incorrect behavior

Advanced TypeScript patterns for type-safe, maintainable code using sophisticated type system features. Use when building type-safe APIs, implementing complex domain models, or leveraging TypeScript's advanced type capabilities.

Use when starting any conversation - establishes mandatory workflows for finding and using skills, including using Skill tool before announcing usage, following brainstorming before coding, and creating TodoWrite todos for checklists

'Use this skill when crafting microcopy, UI text, or in-product writing—error messages, tooltips, button labels, empty states, onboarding flows, and confirmation dialogs. Trigger phrases: ''write microcopy for'', ''write UI copy'', ''write error messages'', ''write onboarding text'', ''button label for''. Do NOT use for marketing copy (use copywriter) or long-form documentation (use technical-writer).'

When to use this skill. Trigger keywords. What it does NOT cover.

When to use this skill. Trigger keywords. What it does NOT cover.

When to use this skill. Trigger keywords. What it does NOT cover.

When to use this skill. Trigger keywords. What it does NOT cover.

When to use this skill. Trigger keywords. What it does NOT cover.

When to use this skill. Trigger keywords. What it does NOT cover.

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. Trigger keywords: lead assignment, case assignment, assignment rule, queue assignment, auto-assign. NOT for approval process routing (use approval-processes). NOT for Omni-Channel routing or Skills-Based Routing (those are separate routing engines). NOT for Flow-triggered field updates unrelated to ownership.

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. Trigger keywords: SFCC, Commerce Cloud, Business Manager, storefront, cartridge, SFRA, site preferences, replication. NOT for B2B Commerce on Lightning platform (WebStore, BuyerGroup, CommerceEntitlementPolicy — see admin/b2b-commerce-store-setup for that).

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. Triggers: user adoption plan, training materials, release announcement, change impact, go-live communication. NOT for org deployment mechanics or sandbox promotion (use change-management-and-deployment).

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. Trigger keywords: order management, OrderSummary, FulfillmentOrder, ReturnOrder, ensure-funds, ensure-refunds, submit-cancel, submit-return, adjust-item-submit. NOT for CPQ quote-to-order workflows, standard Salesforce Orders without OMS, or B2B/B2C storefront setup.

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. Trigger keywords: unsubscribe handling, CAN-SPAM compliance, GDPR consent tracking, publication lists, subscription center, preference center, opt-out, double opt-in, Privacy Center, MC consent. NOT for general GDPR compliance in Sales/Service Cloud, not for Salesforce CRM consent objects (ContactPointTypeConsent), not for Einstein consent scoring.

Use this skill when configuring or troubleshooting the Salesforce CPQ Guided Selling wizard: building Quote Process records, defining ProcessInput questions that filter products by field value, mapping user responses to Product2 classification fields, and choosing the right search type (Standard, Enhanced, or Custom). Trigger keywords: CPQ guided selling, quote process wizard, product selection wizard, SBQQ__QuoteProcess__c, SBQQ__ProcessInput__c, guided product selection, auto select product, product search plugin. NOT for OmniStudio product selection flows, standard Salesforce pricebook product browsing, CPQ product bundle configuration, or CPQ pricing rules.

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. Triggers: 'add a field', 'new custom field', 'what field type should I use', 'FLS not working', 'field not showing on page layout'. NOT for formula field logic (use formula-fields skill), picklist value set management (use picklist-and-value-sets skill), or object creation decisions (use object-creation-and-design skill).

Use when gathering or evaluating requirements for a Salesforce Commerce Cloud digital storefront — including branding strategy, content management approach, personalization, mobile experience, and accessibility compliance. Trigger keywords: SFRA branding, PWA Kit storefront, composable storefront, storefront accessibility, WCAG Commerce Cloud, overlay cartridge branding, mobile storefront, storefront personalization, content slots. NOT for Experience Cloud (Lightning Web Runtime portals, Digital Experiences) requirements — those are covered separately.

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 monitoring model health via Model Manager UI. Trigger keywords: prediction definition activation, bulk predict job, Einstein Discovery Flow action, Model Manager, prediction field mapping, model refresh activation, scoring job, Einstein Discovery recommendations on record. NOT for Einstein Discovery setup or story authoring. NOT for developer API integration (see agentforce/einstein-discovery-development).

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. Trigger keywords: Einstein Discovery story, prediction definition, writeback field, CRM Analytics Studio, model refresh, what-if analysis, bulk scoring, prediction field, 1OR prefix. NOT for Prediction Builder (Einstein Prediction Builder is a separate product requiring no CRM Analytics license). NOT for the developer API path (programmatic scoring via the Connect REST API — see einstein-discovery-development skill).

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. Triggers: 'set up CMS workspace', 'publish content to Experience Cloud site', 'content scheduling community', 'audience targeting content', 'managed content vs unmanaged', 'custom content type metadata', 'CMS channel configuration'. NOT for Salesforce Knowledge articles, CMS Connect to external CMS platforms, or Experience Builder layout/theming work.

Configure SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure. Triggers: 'configure SEO for community site', 'Experience Cloud page titles meta descriptions', 'sitemap generation community portal', 'robots.txt Experience Cloud', 'noindex Experience Builder page'. NOT for external SEO tools (Moz, Ahrefs, Google Search Console setup). NOT for Salesforce CMS headless SEO.

Use when configuring grant tracking in a Salesforce nonprofit org — covers both NPSP Outbound Funds Module (Opportunity-based, managed package path) and Nonprofit Cloud for Grantmaking (FundingAward, FundingDisbursement, FundingAwardRequirement objects, separate license). Trigger keywords: grant management, funding awards, disbursement tranches, grantmaking setup, OFM, FundingAward, FundingDisbursement, FundingAwardRequirement. NOT for standard Opportunity tracking or fundraising donor gifts.

Configure the Industries Enhanced Timeline in Health Cloud to display clinical events, custom object records, and activity history on a patient or member record. Trigger keywords: Enhanced Timeline, TimelineObjectDefinition, Industries Timeline, timeline categories, clinical event display, timeline configuration. NOT for standard Activity Timeline (task/event list), NOT for Experience Cloud timelines, NOT for legacy Health Cloud managed-package Timeline component unless migrating away from it.

Use when managing Connected Apps for integration purposes — configuring OAuth policies, IP restrictions, refresh token expiry, and monitoring connected app usage. NOT for OAuth flows implementation (use oauth-flows-and-connected-apps).

Use this skill when designing or configuring lead nurture journeys in MCAE (Account Engagement / Pardot) Engagement Studio — including mapping content to funnel stages, defining behavioral trigger rules, building branching program paths, and establishing MQL handoff criteria. Covers funnel stage mapping (Awareness, Consideration, Decision), Engagement Studio program structure, rule-based branching on score/grade/activity, content inventory prerequisites, and program execution schedule. NOT for Journey Builder implementation in Marketing Cloud Engagement (MCE), NOT for Sales Engagement cadences in Sales Cloud, NOT for Einstein Lead Scoring configuration, NOT for initial MCAE Business Unit setup or CRM connector provisioning.

Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting categories. Use when setting up or restructuring the opportunity lifecycle for Sales Cloud. NOT for Collaborative Forecasts setup (use collaborative-forecasts skill). NOT for CPQ pricing or product configuration (use Revenue Cloud skills). NOT for territory-based forecasting alignment (use enterprise-territory-management skill).

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. NOT for formula fields that reference picklists (use formula-fields), NOT for record type picklist filtering (use record-types-and-page-layouts), NOT for picklist fields in Flow (use the appropriate flow skill).

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. NOT for initial picklist creation or Global Value Set design (use picklist-and-value-sets), NOT for record type configuration itself (use record-types-and-page-layouts).

Use this skill when selecting or designing the correct Salesforce CPQ pricing model for a product or product line — choosing among the four native Pricing Methods (List, Cost Plus Markup, Block, Percent of Total), deciding between Range and Slab Discount Schedule types, and mapping business pricing requirements to the correct CPQ mechanism before any configuration begins. Trigger keywords: CPQ pricing method, SBQQ__PricingMethod__c, Cost Plus Markup, Block Pricing design, Percent of Total design, discount schedule type, Range vs Slab discount, pricing model strategy, which CPQ pricing mechanism to use. NOT for CPQ implementation of Price Rule objects (use cpq-pricing-rules), NOT for standard Salesforce pricing without CPQ (use products-and-pricebooks), NOT for CPQ product catalog or bundle setup.

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 via Advanced Approvals (sbaa__), billing schedule generation, and order activation. Trigger keywords: CPQ quote, SBQQ, revenue cloud billing, Advanced Approvals, subscription, blng invoice, contract pivot. NOT for standard Sales Cloud quote-to-cash or implementation of individual CPQ pricing rules, discount schedules, or guided selling configuration — use the quote-to-cash-requirements skill for standard objects.

Use when designing, auditing, or simplifying Record Types and Page Layouts. Triggers: 'record type', 'page layout', 'different picklist values', 'different fields per team', 'dynamic forms'. NOT for sharing rules or FLS — record types don't control data access.

Guide practitioners through opening, classifying, and escalating support cases with Salesforce Technical Support via the Help portal, including choosing the correct severity level, engaging Premier Success resources, using the Escalate to Technical Support Management path, and tracking incidents on the Trust site. NOT for configuring Salesforce Case Escalation Rules (declarative platform automation), Entitlement Management or SLA milestones, or building customer-facing support processes inside an org.

Use this skill when designing the UX and content strategy for a Salesforce-powered self-service portal or help center — covering pre-deflection article surfacing, Help Center search UX, friction-calibrated case submission forms, community peer support layers, and deflection measurement. Trigger keywords: design self-service portal, case deflection strategy, help center UX design, reduce support volume with self-service, knowledge base search experience. NOT for Experience Cloud technical setup or component configuration. NOT for knowledge article authoring or article lifecycle management.

Use this skill to configure a Lightning Service Console app in Salesforce — setting Console Navigation (split view), defining workspace tabs and subtabs, configuring the utility bar with Omni-Channel, Macros, and History, creating Quick Text entries, setting up keyboard shortcuts, and defining navigation rules per object. Trigger keywords: Service Console, console app, workspace tabs, subtabs, utility bar macros, Omni-Channel utility, split view, Quick Text, console navigation rules, keyboard shortcuts service console. NOT for generic Lightning app creation (use app-and-tab-configuration), NOT for Omni-Channel routing configuration (use omni-channel-routing), NOT for CTI adapter installation (use open-cti-setup), NOT for Einstein Bot or Messaging setup.

Use when designing, auditing, or troubleshooting Salesforce record access. Triggers: 'OWD', 'role hierarchy', 'sharing rule', 'manual sharing', 'why can't user see record', 'why can user see too much'. NOT for object or field permissions - use permission and FLS skills for that.

Use this skill to verify prerequisites, license entitlements, and org readiness before enabling Einstein for Service AI features: Case Classification, Article Recommendations, Reply Recommendations, and Work Summaries. Trigger keywords: Einstein for Service setup, enable Case Classification, enable Article Recommendations, enable Reply Recommendations, enable Work Summaries, Einstein generative AI prerequisites, Data Cloud for Work Summaries. NOT for core Agentforce agent setup, Agent Builder topic design, Einstein Copilot configuration, ongoing optimization of already-running features, or Einstein Trust Layer configuration.

Use when building custom Apex-based actions for Agentforce agents: designing @InvocableMethod classes for Atlas Reasoning Engine invocation, defining input/output schema, handling errors, and managing security context. NOT for standard out-of-the-box agent actions, Flow-based actions, or general @InvocableMethod usage in Flow (use flow/* skills).

Use this skill when developing Data Cloud vector search capabilities: configuring search indexes, selecting chunking strategies (Easy Setup vs Advanced Setup), generating embeddings via the Salesforce-managed model, calling the Query API with a Data Cloud access token, and wiring retrieval to Agentforce grounding. NOT for Data Cloud admin, data model design, or standard CRM Connected App token management.

Use this skill to install and configure the salesforce-mcp-lib Apex package and npm stdio proxy so that an MCP client (Claude Desktop, Cursor, ChatGPT) can call Salesforce org data and logic via the Model Context Protocol. Trigger keywords: MCP server, salesforce-mcp-lib, Claude Desktop Salesforce, MCP proxy setup, Apex JSON-RPC, MCP Connected App. NOT for Salesforce Hosted MCP Servers (Agentforce-native hosted endpoints), NOT for Flow-based tool definitions, NOT for OmniStudio integrations.

Use when calling AI models from Apex code — including the aiplatform.ModelsAPI External Services wrapper, Einstein Platform Services (Vision and Language), response parsing, token lifecycle management, and caching strategies. Trigger keywords: aiplatform.ModelsAPI, createGenerations, createChatGenerations, createEmbeddings, Einstein Platform Services, Einstein Vision, Einstein Language, ModelsAPI callout, AI callout from Apex. NOT for Agentforce actions, Einstein Next Best Action, or Prompt Builder flows.

Use this skill when writing SOQL aggregate queries in Apex — GROUP BY, GROUP BY ROLLUP/CUBE, HAVING, COUNT/SUM/AVG/MIN/MAX, AggregateResult, and date grouping functions. Trigger keywords: soql aggregate groupby apex, count sum group by salesforce, aggregateresult get alias, having clause soql, rollup cube subtotals. NOT for relationship subqueries or inner queries (use apex-soql-relationship-queries), NOT for the Reporting API or Analytics Wave API.

Use this skill when you need to run one Batch Apex job immediately after another completes — chaining via finish(), managing Flex Queue capacity, or choosing between batch-to-batch chaining and a Queueable bridge. NOT for async job technology selection — use the async-selection decision tree. NOT for single-job batch patterns, scope sizing, or Database.Stateful design — use batch-apex-patterns.