Claude Skills by BanibrataChatterjee

Triggers the **skill-builder** agent.

Convert the canonical markdown+JSON deliverable of any SfSkills runtime agent into Excel, PDF, CSV, Notion card, ServiceNow ticket, or similar downstream format WITHOUT polluting the consumer's project with new dependencies or regenerating from the agent's source logic. NOT for authoring new agent output formats (use DELIVERABLE_CONTRACT.md). NOT for data-export SOQL (use bulk-api-2-patterns).

Use this skill when planning or executing the human side of an Agentforce or Einstein AI feature rollout — user trust-building, AI-specific training, structured feedback collection via the Feedback API, and adoption measurement via Agentforce Analytics. NOT for general Salesforce rollout change management with no AI component, generic user training design, or CRM adoption without an AI feature in scope.

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 CRM Analytics (formerly Einstein Analytics) app sharing, dataset-level permissions, row-level security predicates, sharing inheritance, or license assignment. Trigger keywords: CRM Analytics security, row-level security predicate, dataset permissions, analytics sharing inheritance, Analytics Plus license. NOT for standard Salesforce OWD/sharing rules, profile-based record access, or non-Analytics report folder sharing.

Use this skill to elicit, document, and validate CRM Analytics requirements — covering data source mapping (Salesforce object sync vs external connector vs Data Cloud), transformation needs, audience-specific lens or dashboard views, and drill-down path specifications — before any dataset or dashboard is built. Trigger keywords: CRM Analytics requirements, analytics data source mapping, CRM Analytics audience requirements, analytics visualization requirements. NOT for standard Salesforce Repo...

Use this skill to create and configure Lightning apps in Salesforce Setup, add navigation items and tabs to apps, configure utility bar components, and control app visibility by profile or permission set. Trigger keywords: Lightning app, App Manager, custom tab, navigation bar, utility bar, app visibility. NOT for Experience Cloud site apps (use experience-cloud skills), NOT for configuring page layouts or record pages (use Lightning App Builder), NOT for permission set architecture (use perm...

Use when designing, reviewing, or troubleshooting Salesforce Approval Processes. Triggers: 'submit for approval', 'approver', 'record locked', 'recall approval', 'approval step', 'discount approval'. NOT for complex orchestration across many objects - use Flow or custom approval patterns for that.

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 rout...

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 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 executi...

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-c...

Use when designing, implementing, or auditing a Change Advisory Board (CAB) process for Salesforce deployments — covering change classification (standard, normal, emergency), required approvals, deployment gate sequencing, and integration with external ITSM tooling. NOT for record-level approval workflows (use Salesforce Approval Processes for business-object approvals), NOT for detailed pipeline automation scripting (see devops-process-documentation or pre-deployment-checklist), and NOT for ...

Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective. NOT for CDC Apex trigger implementation (use change-data-capture-integration).

Use when planning, reviewing, or troubleshooting Salesforce metadata releases and admin deployment processes. Triggers: 'change set', 'deployment plan', 'rollback', 'DevOps Center', 'SFDX deploy', 'release checklist', 'production deployment'. NOT for writing CI pipeline code unless the key problem is release method and governance.

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 when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint, welcome journey, intake process design. NOT for Action Plan template configuration mechanics, OmniStudio component implementation, or Flow builder steps — use fsc-action-plans for tem...

Use this skill when defining clinical data model requirements for Health Cloud: HL7/FHIR data mapping, interoperability requirements, FHIR R4-aligned object activation, CodeableConcept constraints, and middleware translation requirements. NOT for data migration procedures, Apex integration code, or generic data architecture unrelated to clinical interoperability.

Use this skill when setting up, configuring, or troubleshooting Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, and pipeline inspection integration. Trigger keywords: forecast type, forecast category, cumulative rollup, individual rollup, quota, forecast adjustment, forecast hierarchy, opportunity splits forecasting, pipeline forecast. NOT for custom report-based forecasting. NOT for Classic Fo...

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 Salesforce B2B or D2C Commerce checkout: payment methods, shipping/tax integration, guest checkout, order summary setup, and CartCheckoutSession state orchestration. Trigger keywords: checkout flow, payment adapter, shipping tax integration, guest checkout, order summary, CartCheckoutSession, Managed Checkout, Commerce checkout flow. NOT for CPQ quoting, Checkout.com account management, or Service Cloud Order Management post-fulfillment logic.

Use this skill when designing the checkout experience for a Salesforce B2B or D2C Commerce storefront — covering runtime model selection (LWR Managed Checkout vs Aura Flow Builder), cart and line-item requirements, payment option scoping, shipping rule definition, and guest vs. registered buyer experience design. Trigger keywords: checkout flow design, checkout UX requirements, LWR vs Aura checkout, guest checkout design, payment options design, shipping rules, checkout experience planning. N...

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 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.

Use when configuring or troubleshooting the B2B/B2C Commerce product catalog — ProductCatalog, ProductCategory, ProductCategoryProduct, WebStoreCatalog, CommerceEntitlementPolicy, product attributes, and product variants. Trigger keywords: product catalog, product category, commerce catalog, entitlement policy, product variants, product attributes, catalog visibility. NOT for CPQ product catalog (bundles, options, price rules) or for loading standard Product2/Pricebook2 data outside Commerce.

Use this skill to design and configure the engagement model for an Experience Cloud community: reputation levels, ideation, and content contribution strategy. Triggers: 'community engagement strategy', 'gamification Experience Cloud', 'reputation levels setup', 'ideation community portal', 'member recognition program'. NOT for moderation configuration (see experience-cloud-moderation). NOT for technical Experience Cloud site setup or Lightning template selection.

Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding the Financial Deal Participants related list, and defining Participant Roles. Trigger keywords: ethical walls, compliant data sharing setup, FSC sharing model, isolate banking teams, participant roles. NOT for standard Salesforce sharing rules, OWD, or role hierarchy sharing. NOT for programmatic participant record DML...

Use when designing, reviewing, or troubleshooting Salesforce connected apps, Named Credentials, External Credentials, and OAuth-based integration access. Triggers: 'connected app', 'OAuth flow', 'client credentials', 'JWT bearer', 'Named Credential', 'External Credential', 'integration user', 'IP restrictions'. NOT for business-user sharing or field permissions unless the auth design depends on them.

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 (ContactP...

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 this skill when configuring or troubleshooting Salesforce CPQ Advanced Approvals: setting up SBAA__ApprovalRule__c, SBAA__ApprovalVariable__c for cross-line aggregation, SBAA__ApprovalChain__c for ordered approver sequences, escalation timeouts, Smart Approvals for re-quote skip logic, and permission set assignment for the Advanced Approvals managed package. Trigger keywords: CPQ Advanced Approvals, SBAA approval rule, approval variable, approval chain, discount approval, line-level appro...

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...

Use this skill when configuring or troubleshooting Salesforce CPQ pricing: Price Rules, Price Conditions, Price Actions, Lookup Queries, Discount Schedules, Block Pricing, Percent of Total, and Contracted Prices. Trigger keywords: CPQ price rule, price action, discount schedule, block pricing, percent of total, contracted price, SBQQ__PriceRule__c, CPQ quote calculation engine, price waterfall. NOT for standard Salesforce pricebook pricing (use the products-and-pricebooks skill), CPQ product ...

Use this skill when setting up or modifying product bundles, product options, product rules, configuration attributes, and product features in Salesforce CPQ. Trigger keywords: CPQ product bundle, product rule, option constraint, feature configuration, dynamic bundle, filter rule, configuration attribute, bundle nesting. NOT for standard Salesforce Products & Pricebooks (use the products-and-pricebooks skill), CPQ pricing rules or discount schedules, or quote template/document configuration.

Use when designing or troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating branded PDFs, or handling multi-language output. Triggers: 'CPQ quote template', 'SBQQ template', 'CPQ PDF', 'line columns', 'quote template sections', 'conditional section', 'CPQ quote document'. NOT for standard Salesforce quote templates (Setup > Quote Templates), Visualforce-only PDF customization, or CPQ pricing rule...

Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing. NOT for standard Salesforce reports and dashboards or Tableau.

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 choosing between Custom Metadata Types and Custom Settings, understanding hierarchical vs list settings, deployment behavior, governor limit implications, or accessing either from Apex and Flow. Trigger keywords: 'custom metadata vs custom settings', 'hierarchical settings per user profile', 'deployable config vs runtime settings', 'getValues getInstance in apex', 'flow get records custom settings'. NOT for custom objects (use object-creation-and-design), NOT for Named Credentials (u...

Use when designing deployable Salesforce configuration with Custom Metadata Types, especially when choosing between CMTs, Custom Settings, and Custom Objects, protecting packaged defaults, or exposing config to Apex, Flow, and formulas. Triggers: 'custom metadata vs custom settings', 'deployable config', 'protected custom metadata', 'feature flags in Salesforce'. NOT for high-churn transactional data, user-managed business records, or secret storage that should live in Named Credentials.

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).

Guides creation, design, and maintenance of Calculated Insights in Data Cloud: SQL authoring, dimension/measure definition, scheduling, streaming insights, and insight configuration tradeoffs. Trigger keywords: calculated insight, CI SQL, insight measure, insight dimension, streaming insight, insight schedule, Data Cloud metric, insight refresh. NOT for standard formula fields on sObjects, CRM Analytics SAQL metrics, or Data Cloud segment filter conditions that do not persist as insights.

Use this skill when configuring or troubleshooting Data Cloud identity resolution rulesets — matching rules, reconciliation rules, unified profiles, and cross-device identity linking. Trigger keywords: identity resolution ruleset, unified individual, match rule, reconciliation rule, unified profile, cross-device identity, Data Cloud deduplication, cluster creation. NOT for CRM duplicate management (Duplicate Rules / Matching Rules on standard objects), and NOT for Experience Cloud or Salesfor...

Use when enabling Data Cloud (Data 360) in an org, creating data spaces, assigning permission sets, registering ingestion API sources, or configuring activation targets. Triggers: 'enable data cloud', 'data spaces setup', 'data cloud permission sets', 'ingestion API connected app', 'activation target setup', 'data cloud licensing', 'dedicated home org vs existing org'. NOT for CRM Analytics configuration, SAQL/recipe authoring, or Data Cloud data model design after provisioning is complete.

Use this skill when creating, filtering, refreshing, or activating audience segments in Salesforce Data Cloud. Covers segment types (Standard, Real-Time, Waterfall, Dynamic, Data Kit), segment refresh schedules, activation field mapping, and audience publishing. NOT for Marketing Cloud Contact Builder segments, NPC Actionable Segmentation, or Experience Cloud audience targeting.

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 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).

Diagnose and mitigate Salesforce data skew — ownership skew (single user owns >10,000 records) and parent-child skew (>10,000 children under one parent) — that cause sharing recalculation slowness, group membership lock errors, and record-level locking failures. NOT for sharing model design decisions (use sharing-and-visibility) or query optimization (use soql-query-optimization).

Use this skill when designing data stories and narrative-driven analytics experiences in Salesforce: structuring CRM Analytics dashboards for executive communication, using text widgets and conditional highlights for contextual annotation, building sequential narrative in Tableau Story sheets, or using Einstein Discovery narrative REST API endpoints for machine-generated insight text. Trigger keywords: data storytelling dashboard, executive analytics narrative, CRM Analytics text widget annot...

Use when configuring delegated administration to allow non-system-admin users to manage specific user groups, reset passwords, assign permission sets, or administer custom objects. NOT for user management (use user-management) or full system admin setup.