Use this skill when designing HIPAA-compliant workflow requirements for Health Cloud: minimum necessary access design, audit trail requirements mapping, access control patterns, and BAA dependency identification. NOT for security implementation (Shield Platform Encryption configuration, event monitoring setup) — this skill covers workflow requirements design, not technical security build steps.

Configuring Salesforce In-App Guidance: floating, docked, and targeted prompts, multi-step walkthroughs, audience targeting, scheduling, and adoption analytics. Use when designing user onboarding or feature adoption programs in Lightning Experience. NOT for change management planning (use change-management-and-training). NOT for Experience Cloud (requires separate PRM licensing and does not share the Lightning Experience guidance engine).

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.

Use when creating a new Salesforce custom object: naming the object and setting its API name, selecting optional features (Activities, Chatter, History Tracking), choosing an org-wide default sharing model, and creating a tab. Triggers: 'create a custom object', 'new custom object setup', 'what sharing model should I choose', 'how do I create a tab for my object', 'object features like activities and history tracking'. NOT for custom field design on the object (use custom-field-creation), sharing rule or role hierarchy configuration (use sharing-and-visibility), or object relationship design decisions (use data-model-design-patterns).

Use this skill to gather, document, and validate OmniScript flow design requirements before development begins — covering screen layout requirements, branching logic, data source requirements, and user journey mapping. Trigger keywords: OmniScript requirements, OmniScript BA, OmniScript screen design, OmniScript user journey, OmniScript branching requirements. NOT for OmniScript development implementation, DataRaptor mapping, Integration Procedure design, or standard Screen Flow requirements.

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 this skill to define and validate the requirements for a Salesforce Partner Relationship Management (PRM) implementation: deal registration flows, lead distribution models, partner tier hierarchies, MDF budget tracking, and co-marketing content entitlement. Trigger keywords: partner community requirements, PRM deal registration setup, channel partner portal requirements, lead distribution partner, partner tier management, MDF tracking, co-marketing entitlement. NOT for partner portal technical configuration (Experience Cloud site builder, Visualforce pages, LWC development). NOT for partner account management (account hierarchy or channel account teams).

Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects. Triggers: 'add guidance to stages', 'key fields on path', 'celebrate closed won', 'path not showing', 'configure path steps', 'confetti on stage change'. NOT for Sales Process configuration, validation rules that enforce required fields, or Kanban board setup.

Use this skill when defining patient engagement portal requirements for Health Cloud: appointment scheduling, secure in-portal messaging, health assessments, patient education, and self-service features. NOT for Experience Cloud site configuration, OmniStudio development, or standard CRM portal setup unrelated to clinical patient engagement.

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 when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site. Triggers: 'gathering requirements for customer portal', 'planning Experience Cloud site', 'what license for community portal', 'portal user journey mapping', 'self-service requirements'. NOT for Experience Cloud implementation or configuration. NOT for post-launch portal optimization or redesign.

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.

Configure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and interpret the Upcoming Installments UI. NOT for legacy recurring donations (pre-March 2021 model), one-time Opportunity creation, or custom payment gateway integrations beyond native NPSP.

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 when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management. Triggers: 'create a survey', 'NPS score', 'survey invitation', 'survey response report', 'customer feedback form', 'guest user survey access'. NOT for custom-built LWC form components or third-party survey tools like SurveyMonkey or Qualtrics.

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 when setting up Service Cloud Voice with Amazon Connect — provisioning the contact center, configuring phone numbers, enabling real-time transcription, and configuring After Conversation Work Time. NOT for CTI adapter development, Open CTI customization, or custom Amazon Connect Lambda development outside the guided wizard.

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.

Usage-based pricing in Revenue Cloud: metered billing, usage records, rating, tiering, consumption schedules. NOT for CPQ flat-rate discounts (use revenue-cloud-cpq-setup). NOT for legacy Salesforce Billing-only implementations (use revenue-cloud-legacy-billing).

Configuring User Access Policies (UAP) to automatically assign or revoke permission sets and permission set groups based on user attributes. Use when automating permission provisioning on user create/update without Apex triggers. Covers policy configuration, filter criteria, evaluation order, and PSL assignment. NOT for permission set design (use permission-set-architecture). NOT for delegated user management (use delegated-administration).

Use when deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile. Triggers: 'deploy agent to website', 'add Agentforce to Slack', 'enable agent for mobile app', 'configure embedded service for agent', 'agent API for custom integration', 'multi-channel agent deployment'. NOT for agent logic design — use agentforce/agent-topic-design or agentforce/agent-actions for topics, instructions, and action contracts.

Use this skill when building custom channel integrations with the Agentforce Agent API or BYOC (Bring Your Own Channel) for CCaaS — covering session lifecycle management, webhook handling, externalSessionKey design, sequenceId sequencing, BYOC Interaction API integration, and conversation state management. NOT for standard channels (Embedded Service, Slack, SMS/MMS via standard Messaging). NOT for agent-channel-deployment (which handles standard channel setup and activation). NOT for custom agent actions or Apex topics.

Redact PII before it reaches Agentforce prompts, models, and logs. Trigger keywords: agentforce pii, pii redaction, data masking llm, einstein trust layer, prompt pii filter, audit pii leakage. Does NOT cover: Shield Platform Encryption at-rest (separate skill), GDPR data subject requests, or classic field-level security policy.

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.

Guide practitioners through building Einstein Next Best Action strategies using Flow Builder, configuring Recommendation records, and surfacing recommendations via the Actions & Recommendations Lightning component. Trigger keywords: next best action, NBA strategy, surface recommendations. NOT for Einstein Prediction Builder model training, Einstein Bots conversation design, or Agentforce agent topic routing.

Use this skill when configuring, auditing, or troubleshooting Salesforce Einstein Trust Layer security controls for generative AI features including Agentforce, Einstein Copilot, and Prompt Builder. Trigger keywords: trust layer, data masking, zero data retention, ZDR, toxicity detection, AI audit trail, grounding controls, PII masking LLM, Einstein generative AI security. NOT for agent action development, LWC component authoring, or non-AI data governance (see data-quality-and-governance skill for that).

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.

Use when building Apex classes meant to be invoked dynamically — from Flow, external packages, managed-package extensions, or loose-coupling code that cannot directly reference the concrete class. Trigger keywords: Callable, call method, dynamic Apex, action registry, plugin pattern, managed package extension point. NOT for: Invocable methods exposed to Flow (see apex-invocable-methods) or REST endpoints (see apex-rest-services).

Use when sending Custom Notifications (bell icon / mobile push) from Apex via `Messaging.CustomNotification`. Covers target resolution, Notification Type discovery, recipient limits, and async-safe sending. NOT for email (Messaging.SingleEmailMessage), Chatter @mentions, Flow-triggered notifications, or Mobile Publisher push.

Use when invoking Autolaunched Flows from Apex via `Flow.Interview.createInterview`. Covers parameter typing, output retrieval, governor boundaries, and when to inline logic instead. NOT for Apex-from-Flow (`@InvocableMethod`), Process Builder, Screen Flow invocation, or Flow Orchestrator stages.

Use when writing Apex that calls out to external endpoints via Named Credentials, working with custom header formula tokens ({!$Credential.OAuthToken}), querying per-user auth state through the UserExternalCredential SObject, or diagnosing why Named Credential callouts fail. Trigger keywords: 'callout: prefix', 'named credential header formula', 'UserExternalCredential', 'External Credential per-user principal', 'Named Credential oauth token apex'. NOT for Named Credential setup in the Salesforce Setup UI — use integration/named-credentials-setup. NOT for general HTTP callout mechanics (HttpRequest, HttpResponse, mock patterns) — use integration/callouts-and-http-integrations.

Polymorphic SOQL with TYPEOF: querying Task.WhatId, Task.WhoId, ContentDocumentLink.LinkedEntityId, FeedItem.ParentId; fallback to Type filters; indexing and selectivity. NOT for Activity object model (use activity-and-task-patterns). NOT for general SOQL (use apex-soql-patterns).

Use this skill when you need guaranteed post-Queueable cleanup, retry, or failure-logging logic that must run even when the parent Queueable throws an unhandled exception. Trigger keywords: FinalizerContext, System.attachFinalizer, Queueable cleanup on failure, post-job compensation, guaranteed async cleanup. NOT for batch job completion callbacks — use apex-batch-chaining. NOT for platform event publishing on failure — use platform-events-apex.

Use when designing wrapper or inner classes in Apex to combine SObjects with computed fields, shape data for LWC consumption, or sort collections with Comparable or Comparator. Trigger keywords: wrapper class, inner class, Comparable, Comparator, @AuraEnabled fields, @JsonAccess. NOT for JSON serialization mechanics — use apex-json-serialization. NOT for LWC data-binding patterns — use lwc-reactive-state-patterns or lwc-lightning-record-forms.

Use this skill when implementing clinical decision support in Health Cloud: creating ClinicalAlert records via Apex or Flow, ingesting CareGap records from external clinical rules engines, displaying CDS alerts in FlexCard UIs, and integrating the Business Rules Engine for custom protocol checks. NOT for standard Flow automation unrelated to clinical decision support, or for clinical rules engine design outside of Salesforce.

Use this skill to configure and tune search in B2B Commerce or D2C Commerce storefronts: searchable attributes, facetable attributes, sort rules, search index rebuilds, Einstein product recommendations, and BuyerGroup entitlement visibility. Trigger keywords: commerce search ranking, faceted navigation commerce, search index rebuild, Einstein recommendations storefront, product not appearing in search. NOT for SOSL query development, Experience Cloud federated search, Salesforce Search for non-commerce objects, or Einstein Search for Service Cloud.

Use when making long-running HTTP callouts from Visualforce or LWC that exceed the synchronous callout timeout limit, using the Apex Continuation class for async callout execution. NOT for synchronous callouts (use callouts-and-http-integrations) or queueable async patterns.

Use this skill when implementing the Iterable<T> or Iterator<T> interfaces in Apex to create custom traversal logic, build lazy-evaluation data sources for Batch Apex, or stream large result sets without materializing an entire List. Trigger keywords: custom iterator, Iterable interface, Iterator interface, batch start iterable, lazy evaluation apex, streaming apex query, paginated batch. NOT for standard list iteration (use for-each on List directly), NOT for Batch Apex fundamentals (use batch-apex-patterns), NOT for Apex triggers or synchronous bulk patterns.

Use when Apex must read, interpret, or deploy Custom Metadata Type configuration, or when deciding between Custom Metadata Types, Custom Settings, and Custom Labels. Triggers: 'Custom Metadata Type', '__mdt', 'getInstance', 'Apex Metadata API', 'protected custom metadata'. NOT for setup-only administration with no Apex behavior, packaging, or deployment concern.

Use this skill when writing Apex triggers or classes that interact with CaseMilestone records — completing milestones, detecting violations, or reacting to SLA state changes. Trigger keywords: CaseMilestone trigger, auto-complete milestone Apex, milestone violation polling, CompletionDate write pattern. NOT for entitlement process admin setup, milestone configuration in Setup UI, or Flow-based milestone actions.