Guide incident response from detection through resolution and postmortem.

Build product roadmaps with quarterly planning, feature prioritization, dependency mapping, and stakeholder alignment. Create actionable roadmaps that communicate strategy and guide execution.

Analyze customer churn patterns, identify at-risk accounts, create retention playbooks, and build early warning systems

Research customer questions by searching across documentation, knowledge bases, and connected sources, then synthesize a confidence-scored answer. Use when a customer asks a question you need to investigate, when building background on a customer situation, or when you need account context.

Write and maintain knowledge base articles from resolved support issues. Use when a ticket has been resolved and the solution should be documented, when updating existing KB articles, or when creating how-to guides, troubleshooting docs, or FAQ entries.

Design customer onboarding playbooks with milestone tracking, training plans, health checks, and success criteria

Triage incoming support tickets by categorizing issues, assigning priority (P1-P4), and recommending routing. Use when a new ticket or customer issue comes in, when assessing severity, or when deciding which team should handle an issue.

Prepare for contract negotiations with term analysis, BATNA preparation, negotiation playbooks, and comparison frameworks

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End-to-end task orchestration across AI coding engines. Coordinates Claude, Codex, Codex Spark (the faster Codex variant), and OpenCode workers using dispatch-verify-synthesize workflows. Requires the upstream agent-mux CLI for worker dispatch. Use when work spans multiple dependent steps, benefits from model diversity, or needs structured quality verification.

Structure what you're building and why now. Use when organizing products into capability blocks, creating bet backlogs, building roadmaps, or writing solution briefs. Part of the Modern Product Operating Model collection.

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.'

Imagine failure first to surface guardrails and feature mitigations.

Use this skill when you face a complex or high-stakes decision and need a structured framework to evaluate options objectively. Ideal for career choices, product prioritization, vendor selection, or any multi-criteria trade-off. Not for trivial daily decisions or situations that require licensed professional advice.

Audit documentation completeness by mapping what a doc set should cover against what it actually covers. Produces a prioritized gap report by topic, not just by file. This skill should be used after shipping features, before releases, or when users report missing documentation.

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.'

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.

Create comprehensive user journey maps that identify pain points, opportunities, and emotional states across touchpoints. Use when mapping user experiences or analyzing conversion flows.

Complete workflow for developing new features from design to deployment. Use when starting a new feature, adding functionality, or building something new.

Use this skill when defining AI governance policies, designing human oversight workflows, documenting bias mitigation strategies, or meeting regulatory transparency requirements for Salesforce AI features. Trigger keywords: responsible AI, AI bias, AI audit trail, AI transparency, human-in-the-loop, AI risk inventory, AI disclosure. NOT for Trust Layer technical configuration — that is covered by agentforce/einstein-trust-layer.

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 this skill to determine whether a Salesforce Commerce project should use B2B Commerce (account-gated, BuyerGroup-based, contract pricing) or D2C Commerce (consumer storefront, guest checkout, individual-based). Trigger keywords: B2B vs B2C, commerce platform selection, buyer journey, account-based purchasing, consumer storefront, licensing decision. NOT for implementation mechanics — use admin/b2b-commerce-store-setup or admin/b2c-commerce-store-setup for configuration work. NOT for Salesforce B2C Commerce (SFCC/Business Manager) setup.

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 mapping care coordination process requirements for Health Cloud: designing care team workflows, transition of care handoffs, social determinants of health (SDOH) barrier tracking, and care gap identification. NOT for implementation of technical components — this skill covers requirements gathering and process design, not Apex/Flow build.

Use when configuring or troubleshooting Health Cloud Care Programs — including CareProgram hierarchy setup, patient enrollment (CareProgramEnrollee), consent prerequisites, product-level enrollment (CareProgramEnrolleeProduct), and provider associations (CareProgramProvider). Trigger keywords: care program, program enrollment, enrollee, program product, CareProgramEnrollee, consent for enrollment, patient program outcome. NOT for Care Plans (per-patient task/goal framework), case management workflows, or general Health Cloud patient setup unrelated to program enrollment.

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.

Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection workflows, AML screening integration setup, audit trail configuration, and regulatory reporting readiness. Triggers: KYC form setup, AML integration configuration, compliance data collection, audit trail setup, regulatory documentation workflow, Field Audit Trail configuration, Setup Audit Trail, Event Monitoring, Discovery Framework, FSC KYC objects, Identity Document setup, Party Identity Verification. NOT for security implementation, NOT for designing AML/KYC architecture (use architect/aml-kyc-process-architecture), NOT for configuring who can access deal or client data (use admin/compliant-data-sharing-setup).

Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions. NOT for general field design (use custom-field-creation). NOT for address validation services (use address-validation-integration).

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 creating, assigning, or checking custom permissions to control feature access beyond CRUD and FLS. Trigger keywords: 'custom permission', 'FeatureManagement.checkPermission', '$Permission global variable', 'feature gate', 'named access grant', 'beta feature flag'. NOT for permission sets (use permission-set-architecture).

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.

Dependent picklists in Salesforce: controlling field (picklist or checkbox), dependent picklist, valueSettings matrix in metadata, API behavior via SOAP/REST, LWC lightning-combobox with dependency. NOT for record types (use admin/record-types). NOT for validation rules.

Flow Orchestration admin: stage configuration, step assignment, background steps, interactive steps, evaluation flows, work items, pause/resume. NOT for Flow Orchestration development APIs (use flow-orchestration-development). NOT for Approval Processes (use approval-processes).

Use this skill when configuring or troubleshooting FSC Referral Management: setting up referral types via ReferralRecordTypeMapping custom metadata, routing referrals through Lead Assignment Rules keyed on the Expressed Interest picklist, tracking Referrer Score, or enabling partner referral visibility in Experience Cloud. Trigger keywords: referral routing, FSC referral types, ReferralRecordTypeMapping, Expressed Interest picklist, partner referral Contact, Referrer Score Experience Cloud. NOT for standard Salesforce Lead management outside FSC, Einstein Referral Scoring (retiring feature), or Marketing Cloud referral campaigns.

Use this skill when configuring, extending, or troubleshooting the Salesforce Field Service (FSL) Mobile app for field technicians — including offline priming strategy, app extensions, deep linking, and custom branding. Trigger keywords: FSL mobile, Field Service mobile app, offline priming, mobile extension toolkit, app extensions for field service. NOT for standard Salesforce Mobile app configuration, Lightning App Builder layouts for desktop, or Field Service Lightning dispatcher console setup.

Use this skill to configure SLA enforcement for Salesforce Field Service (FSL) using Work Order entitlement processes: designing entitlement processes of type Work Order, defining FSL milestones (response time, on-site arrival, resolution), wiring milestone actions, and aligning Business Hours with service territory Operating Hours. NOT for Service Cloud Case SLAs, case escalation rules, or omni-channel routing — Case entitlement processes are a separate skill.

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.