Claude Skills by BanibrataChatterjee

Use this skill when migrating OmniStudio components (OmniScript, Integration Procedures, DataRaptors, FlexCards) between Salesforce orgs using the DataPack export/import mechanism — covering version management, environment-specific data resolution, conflict handling, and silent-skip gotchas. Trigger keywords: DataPack migration, OmniStudio org-to-org migration, packExport packDeploy, DataPack versioning, DataPack conflict. NOT for OmniStudio CI/CD pipeline automation (use omnistudio/omnistudi...

Use this skill when tracking, auditing, or cleaning up OmniStudio component dependencies and cross-references — covering the four OmniStudio metadata API types (OmniProcess, OmniDataTransform, OmniUiCard, OmniInteractionConfig), dependency graph construction from embedded JSON bodies, impact analysis before deleting or modifying a component, and stale-component cleanup. Trigger keywords: OmniStudio metadata types, OmniStudio dependency tracking, FlexCard DataRaptor dependency, OmniScript Inte...

Use when migrating historical Opportunity records into Salesforce — covering stage history recreation, amount and close date mapping, product line item load sequencing (Product2 → Price Book → OpportunityLineItem), team member (OpportunityTeamMember) and revenue split (OpportunitySplit) loading, and Pricebook2 assignment. NOT for generic multi-object data migration planning (use data-migration-planning). NOT for ongoing CRM sync or ETL pipeline architecture. NOT for opportunity record type or...

Use this skill when designing or troubleshooting data visibility for partner (channel) users in a Salesforce Experience Cloud Partner Community. Triggers: partner user data visibility, PRM data access model, partner role hierarchy sharing, deal registration data access partner, channel partner analytics. NOT for internal data access patterns. NOT for customer community data sharing (see admin/sharing-and-visibility or external-user-data-sharing for customer portal scenarios).

Use this skill when migrating patient records into Salesforce Health Cloud, including Person Account (Patient record type) setup, clinical history objects, and care plan data. Trigger keywords: patient migration, EMR import, EHR to Health Cloud, clinical data load, care plan history migration, HIPAA-compliant data import. NOT for generic data migration, non-patient CRM data, or marketing cloud contact imports.

Use when enabling, configuring, or troubleshooting Person Accounts in a Salesforce org — includes B2C data model design, IsPersonAccount flag handling, Account-Contact behavior differences, reporting impact, migration planning, and integration requirements. NOT for standard B2B Account/Contact modeling. NOT for managing business accounts that share an org with Person Accounts.

Use when modeling, loading, or troubleshooting Salesforce product and pricebook data — covering the Product2 → Pricebook2 → PricebookEntry three-object chain, standard pricebook constraints, bulk load sequencing (Product2 → Standard PBE → custom Pricebook2 → custom PBE), UseStandardPrice inheritance, and product hierarchy strategies. NOT for Salesforce CPQ product and pricing model (use cpq-vs-standard-products-decision). NOT for Industries CPQ catalog-item model (use industries-cpq-vs-salesf...

Use when migrating product catalog data into Salesforce B2B Commerce — covers category hierarchy, product attributes, images, pricing, and variant structure using the Commerce Import API. NOT for CPQ product catalog migration, post-migration catalog configuration, or commerce catalog taxonomy planning.

Use when bulk-loading or migrating Salesforce CPQ product catalog configuration data — SBQQ-namespaced objects including Product2, ProductOption, PriceRule, PriceAction, DiscountSchedule, DiscountCategory, ConfigurationAttribute, and OptionConstraint — across orgs or from an external source system. Trigger keywords: CPQ bulk load, SBQQ product migration, ProductOption insert order, CPQ trigger disable, price rule migration, CPQ sandbox refresh catalog, bundle migration. NOT for standard produ...

Use when merging Account, Contact, or Lead records in Salesforce and needing to understand what data is kept, what is deleted, and what side effects occur on related records. Triggers: 'which fields win in a merge', 'child records after merge', 'merge duplicate accounts', 'what happens to opportunities after contact merge', 'Lead merge field resolution'. NOT for deduplication strategy design (use data-quality-and-deduplication), NOT for Apex Merge DML beyond its direct implications.

Use this skill when querying, integrating with, or troubleshooting the native Salesforce Revenue Cloud (RLM) data model — including BillingSchedule, BillingScheduleGroup, Invoice, InvoiceLine, Payment, PaymentLineInvoice, and FinanceTransaction standard objects and their relationships. Triggers on: Revenue Cloud object relationships, BillingSchedule data model, native Revenue Cloud SOQL, FinanceTransaction object, Invoice object Revenue Cloud, PaymentLineInvoice relationship. NOT for the lega...

Use when native Roll-Up Summary fields are not enough and the design needs Flow, Apex aggregate, or DLRS-style alternatives for lookup or advanced summary scenarios. Triggers: 'roll up summary on lookup', 'DLRS', 'aggregate trigger', 'summary count on parent', 'roll-up limitation'. NOT for ordinary master-detail roll-up fields that fit native limits without extra design tradeoffs.

Use when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity analysis. Trigger keywords: historical trending, opportunity snapshot, reporting snapshot, pipeline history, custom report type join, point-in-time reporting. NOT for CRM Analytics (Tableau CRM / Einstein Analytics) or Marketing Cloud reports. NOT for general SOQL optimization.

Use this skill when designing data management strategies for sandbox refreshes: deciding which reference data must be re-seeded after every refresh, using Salesforce's native Data Seeding feature, writing SandboxPostCopy implementations that hand off to Queueable jobs for large data loads, and cleaning up stale data between sprints. Trigger keywords: seed data after sandbox refresh, SandboxPostCopy data strategy, native data seeding Salesforce, reference data re-seed after refresh, post-refre...

Use this skill when Service Cloud orgs are consuming excessive data or file storage due to Case-related records, or when compliance requirements demand structured retention and deletion of case history. Trigger keywords: EmailMessage bloat, Email-to-Case storage, ContentDocument archival, case attachment cleanup, compliance retention policy, service storage optimization. NOT for generic data archival across non-Service objects — use data-archival-strategies instead. NOT for CPQ, Sales Cloud, ...

Use when designing or reporting on Salesforce Service Cloud service metrics — covers the Case, Entitlement, and CaseMilestone object model, MTTR derivation via BusinessHours.diff(), IsViolated semantics, and ElapsedTimeInMins field usage for SLA reporting. Trigger keywords: MTTR, mean time to resolve, case milestone, entitlement SLA, IsViolated, CaseMilestone, first response time, resolution time, service KPI. NOT for CRM Analytics (Tableau CRM / Einstein Analytics) dashboards or Field Servic...

Plan, batch, and monitor Salesforce sharing recalculation jobs — including OWD changes, sharing rule add/remove, role hierarchy restructuring, and Apex managed share rebuild — to avoid multi-hour background jobs and data-access blackouts. NOT for diagnosing data-skew root causes (use admin/data-skew-and-sharing-performance), NOT for designing the sharing model itself (use admin/sharing-and-visibility), and NOT for Apex managed sharing row-cause creation (use apex/apex-managed-sharing).

Use when a SOQL query is running slowly, causing timeouts, or returning UNABLE_TO_LOCK_ROW errors in large data volume orgs. Covers index-aware query writing, selectivity rules, the Query Plan tool, skinny tables, and dynamic field-set queries. Triggers: slow soql query, query timeout, non-selective query, query plan tool, index usage, soql optimization, large object performance. NOT for Apex CPU or heap governor limit issues (use apex-cpu-and-heap-optimization) or for writing basic SOQL (use...

Use when choosing or implementing SOSL for cross-object or full-text search, especially around SOSL vs SOQL, search groups, result shaping, and injection-safe dynamic search. Triggers: 'SOSL', 'FIND clause', 'cross object search', 'Search.query', 'SOSL injection'. NOT for structured record retrieval where ordinary SOQL filters are the right tool.

Use this skill when configuring or troubleshooting Marketing Cloud subscriber identity, opt-in/opt-out status, list membership, suppression, or deduplication behavior. Triggers include: setting up Subscriber Key, diagnosing duplicate sends, handling global unsubscribes, configuring Auto-Suppression Lists, or auditing subscriber status across Business Units. NOT for CRM contact management in Sales/Service Cloud, not for SFMC audience segmentation via Data Extensions alone, and not for Email St...

Use this skill when querying, migrating, auditing, or maintaining account-to-territory and user-to-territory data in a Salesforce Enterprise Territory Management (ETM) org. Covers ObjectTerritory2Association DML via API, UserTerritory2Association data, Territory2ModelHistory audit queries, the Track Territory Assignment History feature (GA Spring '25), coverage analysis SOQL with AssociationCause filter, and data migration of territory associations between models. Trigger keywords: ObjectTerr...

Use this skill to design, configure, and maintain vector indexes in Salesforce Data Cloud via the Setup UI. Covers chunking strategy selection, index refresh mode, PII field exclusion, and index rebuild workflows. Does NOT cover developer-facing retrieval APIs, Apex vector search queries, or SOQL-based retrieval — see skills/agentforce/data-cloud-vector-search-dev for those.

Use when designing or implementing volunteer management in Salesforce for nonprofits using NPSP or Nonprofit Cloud — covers V4S managed package objects vs. NPC-native volunteer objects, hours tracking, scheduling, and recognition workflows. NOT for HR systems, commercial employee volunteering programs, or Field Service Lightning crew management.

Use this skill when auditing, upgrading, or standardizing Salesforce API versions across metadata components, sfdx-project.json sourceApiVersion, Apex classes, LWC bundles, Aura bundles, and integration endpoints. Covers version drift detection, retirement risk analysis, and upgrade planning. NOT for REST/SOAP API design patterns (use rest-api-patterns or soap-api-patterns), OAuth configuration (use oauth-flows-and-connected-apps), or Metadata API deployment mechanics (use change-set-deployme...

Use when building or maintaining automated end-to-end regression tests for Salesforce UI (Lightning, LWC, Aura, Flows), selecting a testing framework (UTAM, Provar, Selenium), handling Shadow DOM challenges, or scheduling regression suites against pre-release orgs. Triggers: 'UTAM page objects', 'Shadow DOM testing', 'Salesforce E2E regression', 'Provar test automation', 'pre-release regression window'. NOT for Apex unit testing, LWC Jest component testing, manual UAT planning, or Agentforce ...

Use this skill to set up, review, or troubleshoot Bitbucket Pipelines CI/CD workflows for Salesforce using SFDX JWT Bearer Flow or SFDP URL authentication, Apex test gates, branch-based deployment strategies, and Bitbucket repository variables for secret management. Trigger keywords: bitbucket pipelines, bitbucket CI, atlassian pipe, salesforce-deploy pipe, bitbucket-pipelines.yml, bitbucket repository variables. NOT for GitHub Actions (use github-actions-for-salesforce), Jenkins, Copado, Azu...

Use when uploading, validating, or deploying a change set between Salesforce orgs through Setup UI. Trigger keywords: 'change set upload', 'validate change set', 'deploy inbound change set', 'change set stuck', 'missing dependency change set', 'change set component error'. NOT for SFDX-based deployments, DevOps Center pipelines, or CI/CD automation — use the sf-cli-and-sfdx-essentials or devops-center-pipeline skills for those.

Structured Salesforce code review for Apex, triggers, async, and tests before merge or deployment — governor limits, bulk-safe triggers, CRUD/FLS and sharing posture, meaningful tests, and naming consistency. NOT for AppExchange security-review-only deep dives (use the security secure-coding checklist), network penetration testing, or org-wide permission model design without code artifacts.

Use when configuring Apex test execution in CI/CD pipelines, choosing test levels for deployments, parsing test results, or troubleshooting code coverage in automated builds. Triggers: 'RunLocalTests', 'RunSpecifiedTests', 'sf project deploy', 'code coverage CI', 'JUnit test results'. NOT for Apex test class design patterns, test data factory architecture, or LWC Jest testing.

Use when deploying Salesforce CPQ (Steelbrick/SBQQ) configuration between orgs — Product Rules, Price Rules, Price Actions, Price Conditions, Option Constraints, Quote Templates, and Custom Settings. Covers data-migration-based deployment strategies, parent-child ordering, external-ID mapping, and tooling selection (Prodly, Copado, Salto, custom data loader). NOT for deploying standard Salesforce metadata via Change Sets or Metadata API, not for OmniStudio/Industries CPQ DataPacks, not for CP...

Use when deploying Salesforce CPQ configuration between environments in a CI/CD pipeline — covers the required data record dependency order (Price Books > Products > Price Rules > Product Rules > Quote Templates), External ID-based cross-org matching, multi-pass deployment for self-referential lookups, and the distinction between CPQ metadata deployment and CPQ data deployment. NOT for generic SFDX metadata deployment, CPQ implementation configuration, or Salesforce Billing deployment.

Use when sequencing a deployment that spans multiple Salesforce clouds — Sales Cloud, Service Cloud, and Experience Cloud — and encountering reference errors, cascading metadata failures, or DigitalExperienceBundle ordering problems. Triggers: 'ExperienceBundle deployment fails with no Network found', 'cross-cloud metadata dependency error', 'how do I deploy Experience Cloud with Sales Cloud together', 'DigitalExperienceBundle missing CustomSite reference', 'how to sequence multi-cloud deploy...

Use this skill when configuring CumulusCI (cci) for Salesforce project automation: authoring cumulusci.yml tasks and flows, customizing or composing standard flows, integrating Robot Framework acceptance tests, and running cci flows in CI pipelines with JWT-based authentication. Covers task class_path/options wiring, flow step ordering, org and source declarations, cross-project reuse via sources, and the standard flow library (dev_org, qa_org, ci_feature, install_beta). NOT for raw SFDX/sf C...

Use when creating test data for scratch orgs, sandboxes, or CI pipelines: Apex @testSetup factories, sf data import tree plans, CumulusCI datasets, Snowfakery. NOT for production data migration or ETL pipelines.

Use when a Salesforce metadata deployment fails and you need to diagnose and fix the error. Trigger keywords: 'deployment failed', 'component failure', 'dependent class is invalid', 'code coverage failed', 'UNSUPPORTED_API_VERSION', 'deploy error', 'test failure blocking deploy', 'rollbackOnError', 'missing dependency deploy'. NOT for authoring destructive changes manifests (use destructive-changes-deployment). NOT for CI/CD pipeline setup (use github-actions-for-salesforce or gitlab-ci-for-s...

Tracking the real-time and historical status of Salesforce metadata deployments via Metadata API checkDeployStatus, REST deployRequest polling, and the Deployment Status Setup page. Covers DeployResult field interpretation, component error triage, concurrent deployment queue behavior, and 30-day history limits. NOT for post-deployment functional smoke testing (use post-deployment-validation). NOT for CI/CD pipeline setup (use github-actions-for-salesforce). NOT for rollback execution.

Managing destructiveChanges.xml manifests for safe metadata deletion in Salesforce deployments. Use when deleting metadata components via Metadata API or sf CLI. Covers pre vs post destructive manifests, safe deletion sequencing, dependency handling. NOT for package.xml basics (use metadata-api-and-package-xml). NOT for basic deployment setup (use change-set-deployment).

Use DevOps Center for work item tracking, org-based release pipelines, and merging into existing SFDX workflows. NOT for first-time setup.

Use when setting up, managing, or troubleshooting a Salesforce DevOps Center pipeline — including pipeline stages, work items, bundles, promotions, conflict resolution, and GitHub connectivity. Trigger keywords: DevOps Center, work item, pipeline stage, promote changes, bundle, release management. NOT for CLI-based deployment workflows, SFDX commands, unlocked packages, or change sets — those have separate skills.

Use this skill when configuring, reviewing, or troubleshooting how environment-specific values — endpoint URLs, client IDs, thresholds, feature flags — are managed across Salesforce orgs without hardcoding. Triggers: 'named credential per environment', 'custom metadata for config', 'sfdx string replacement', 'CI variable substitution', 'secrets in org configuration', 'org-specific values'. NOT for sandbox refresh automation (use sandbox-refresh-and-templates), NOT for general deployment pipel...

Use this skill when deploying an Experience Cloud site (formerly Community) between Salesforce orgs or sandboxes — including metadata ordering, ExperienceBundle enablement, post-deployment publishing, and change-set or SFDX-based migration. NOT for: LWC component development within Experience Builder, CMS content migration via Managed Content REST API, or Aura/LWC code authoring.

Use this skill when scripting or automating the deployment of Experience Cloud sites between Salesforce orgs using the Metadata API, Salesforce CLI, or CI/CD pipelines. Covers ExperienceBundle (Aura-based sites), DigitalExperienceBundle (enhanced LWR sites), the ExperienceBundleSettings prerequisite, CMS content exclusion gaps, and required post-deployment manual steps for domain configuration, SSO, and CDN bindings. NOT for general Experience Cloud site building in Experience Builder, OmniSt...

Implement environment-safe feature flags using Custom Metadata Types for Apex, LWC, and Flow. NOT for user-level entitlements or permission sets.

Use when planning or executing metadata deployments for Financial Services Cloud (FSC) — including Person Account enablement sequencing, Account record-type ordering, Compliant Data Sharing (CDS) activation, Participant Role custom metadata, and namespace-aware packaging. Triggers: 'FSC deployment fails', 'Person Accounts must be enabled before deploying household record types', 'CDS share table not populating after deploy', 'namespace mismatch FinServ__ vs standard objects', 'IndustriesSetti...

Use this skill to set up, review, or troubleshoot GitHub Actions CI/CD pipelines for Salesforce using SFDX JWT Bearer Flow authentication, Apex test gates, and branch-conditional deployments. Trigger keywords: github actions, CI pipeline, jwt auth, sfdx ci, workflow yaml, github secrets, apex coverage threshold. NOT for other CI tools such as Jenkins, Copado, Bitbucket Pipelines, or Azure DevOps.

Use this skill to set up, review, or troubleshoot GitLab CI/CD pipelines for Salesforce using SFDX JWT Bearer Flow authentication, Docker executor runners, Apex test gates, branch-based deployment jobs, and GitLab CI/CD variables for secret management. Trigger keywords: gitlab-ci.yml, gitlab runner, gitlab ci salesforce, gitlab ci sfdx, gitlab pipeline deploy salesforce, gitlab ci jwt auth. NOT for GitHub Actions (use github-actions-for-salesforce), Bitbucket Pipelines (use bitbucket-pipeline...

Use when planning or executing a Health Cloud deployment to production or a full sandbox, including managed package installation sequencing, Permission Set License assignment, care plan template setup, HIPAA compliance controls, and post-deploy manual steps not captured in metadata. Triggers: 'how do I deploy Health Cloud', 'HealthCloudGA package install order', 'care plan template not working after deployment', 'Health Cloud HIPAA Shield Encryption setup', 'CarePlanProcessorCallback registra...

Use when building or maintaining Salesforce first-generation managed packages (1GP) for ISV distribution — covers namespace registration, packaging org structure, PostInstall/UninstallHandler Apex interface, push upgrades, Flow version management, and subscriber org considerations. NOT for second-generation managed packages (2GP), unlocked packages, or AppExchange listing setup.

Use this skill when a deployment, source push, or package version fails because a metadata type is unsupported, partially supported, or behaves differently across Metadata API, source tracking, unlocked packages, and 2GP managed packages. Covers identifying coverage gaps, building release runbooks for manual post-deployment steps, and choosing workarounds such as post-deploy scripts, Tooling API calls, or manual configuration. NOT for general deployment error troubleshooting, Metadata API usa...

Use when planning or executing a migration from change-set-based deployments to Salesforce DX source-driven development. Trigger keywords: 'migrate from change sets', 'move to SFDX', 'convert metadata to source format', 'sf project convert mdapi', 'source-driven development adoption'. NOT for greenfield SFDX project setup (use sf-cli-and-sfdx-essentials), unlocked package design (use unlocked-package-development), or DevOps Center pipeline creation (use devops-center-pipeline).