Claude Skills by BanibrataChatterjee

Use the Flow Rollback Records element to undo DML inside the current transaction. Covers when rollback is appropriate vs catastrophic, how to combine with fault paths, partial-commit pitfalls, and the interaction with publish-after-commit Platform Events. NOT for external-system rollback (use compensation patterns). NOT for Database.SavePoint in Apex (use apex-transaction-control).

Use when a Salesforce Flow throws a runtime error, sends an unhandled fault email, or produces unexpected results in production or sandbox. Triggers: 'Flow error email', 'Flow failed at element', 'null reference in Flow', 'Flow SOQL limit error', 'Flow DML in loop error'. NOT for Flow design or building new flows (use record-triggered-flow-patterns or other flow/* skills), NOT for Flow debug log setup (use flow-debugging).

Use when defining or reviewing test strategy for Salesforce Flow, including Flow Tests, debug runs, path coverage, test data, and explicit validation of fault paths and custom component behavior. Triggers: 'flow test tool', 'how do i test a flow', 'flow fault path testing', 'flow debug interview'. NOT for Apex unit testing or manual QA planning that is unrelated to Flow behavior.

Reason about when a Flow is inside the caller's transaction vs starts its own. Pick Before-Save vs After-Save vs Async Path vs Pause + Resume when transaction boundaries matter. Covers governor-limit sharing, DML sequencing, recoverability, and the exact semantics of each Flow entry point. NOT for choosing Flow vs Apex (use automation-selection.md). NOT for Flow-to-Flow invocation contracts (use subflows-and-reusability).

Use when designing or reviewing Flow Orchestration for long-running, multi-user, or asynchronous business processes with stages, steps, work items, and monitoring needs. Triggers: 'flow orchestration', 'work item', 'stages and steps', 'multi-user process', 'long-running flow'. NOT for simple single-transaction record-triggered flows or lightweight approval routing that does not need orchestration.

Use this skill when designing or troubleshooting flows that need to suspend execution and wait for an external signal — either a time-based alarm or a platform event. Trigger keywords: pause element, wait element, flow interview suspension, alarm event, platform event resume, async interview. NOT for scheduled flows that recur on a fixed schedule (use scheduled-flows), and NOT for record-triggered flow scheduled paths on a single record (those are set in the Start element, not a Pause element).

Migrate Process Builder processes to record-triggered Flows using the native Migrate to Flow tool or manual rebuild. Covers conversion tool usage, pattern mapping, order-of-execution changes, testing migrated flows, and bulk behavior improvements. NOT for building new flows from scratch, NOT for Workflow Rule migration (use workflow-rule-to-flow-migration), NOT for net-new automation design.

Use when designing or reviewing Salesforce record-triggered Flows, especially before-save vs after-save behavior, entry criteria, recursion avoidance, and when to escalate to Apex. Triggers: 'before save vs after save', '$Record__Prior', 'record-triggered flow', 'order of execution', 'flow recursion'. NOT for screen-flow UX or pure bulkification work when the trigger model is already correct.

Use when designing or reviewing schedule-triggered flows for recurring automation, replacement of time-based workflow patterns, bounded record selection, idempotent processing, and escalation to Apex when volume is too high. Triggers: 'scheduled flow design', 'nightly flow job', 'time based workflow replacement', 'schedule triggered flow limits'. NOT for record-triggered scheduled paths or large-scale batch processing that should be built directly in Batch Apex.

Use when designing or reviewing interactive Flow screen experiences, including navigation, validation, screen component choice, custom LWC screen components, and user-safe commit timing. Triggers: 'screen flow validation', 'back button behavior in flow', 'custom flow screen component', 'screen flow UX'. NOT for Experience Cloud guest exposure or custom property editor design-time tooling.

Use when extracting reusable Flow logic into subflows, defining input and output variables, keeping parent flows maintainable, and sharing common automation contracts across multiple flows. Triggers: 'reuse this flow logic', 'how should subflow variables work', 'too much duplicated flow logic', 'subflow contract design'. NOT for Apex-called Flow execution direction or Flow Orchestration process design.

Migrate Workflow Rules to record-triggered Flows: field update mapping, email alert migration, outbound message alternatives using Flow Core Actions, time-based workflow replacement with Scheduled Paths. NOT for Process Builder migration (use process-builder-to-flow-migration), NOT for building new flows from scratch.

Designing HTTP error classification, RFC 7807-style error payload structure, and client-side error parsing for Salesforce REST/SOAP integrations and custom Apex REST endpoints. Use when deciding which HTTP status codes to return from custom Apex REST services, how to structure error response bodies, how to classify inbound API errors as retry-safe vs non-retry-safe, or how to parse Salesforce error responses on the consumer side. NOT for retry execution mechanics or circuit breaker implementa...

Monitor and govern Salesforce API consumption: per-user limits, org allocation, lightning-rest limits, and backoff. NOT for designing new endpoints.

Use when designing a multi-system integration architecture using the three-layer API-led connectivity pattern (System, Process, Experience APIs), deciding how many layers to apply, mapping Salesforce as a system-layer endpoint or experience-layer consumer, or evaluating how Agentforce and MuleSoft Agent Fabric leverage API-led patterns. Triggers: 'API-led connectivity', 'system API process API experience API', 'MuleSoft integration layers', 'application network'. NOT for configuring MuleSoft ...

Design versioning for custom Apex REST endpoints: URI versioning, backward compatibility, deprecation sunset. NOT for consuming external APIs.

Use when designing or hardening external-to-Salesforce integrations that orchestrate Bulk API 2.0 ingest or query jobs: OAuth-backed job lifecycle, mandatory UploadComplete, polling JobComplete/Failed, CSV upload sizing, locator pagination for query results, partial-failure retry, and ordered multi-job loads (parent before child). Trigger keywords: bulk ingest job stuck in Open, retry only failed bulk rows, poll Bulk API 2 job status, Sforce-Locator pagination, multipart bulk ingest vs CSV up...

Use when designing or troubleshooting Apex callouts that approach governor limits: choosing between synchronous callouts, @future, Queueable, Continuation, or async chaining strategies. NOT for HTTP request construction or Named Credential setup (use named-credentials-setup).

Use this skill when setting up CDC to stream Salesforce record changes to external systems via CometD or Pub/Sub API. Covers change event channels, entity selection, event structure, replay ID management, gap events, and subscriber management. NOT for Apex CDC trigger subscribers (see apex/platform-events-apex). NOT for publishing custom business events (use integration/platform-events-integration).

Use when designing, implementing, or troubleshooting Salesforce Composite API requests — covering the /composite/ resource with cross-subrequest referenceId wiring, /composite/sobjects/ bulk CRUD, /composite/tree/ hierarchical inserts, and /composite/batch/ independent subrequest bundling. Triggers: 'composite API', 'sObject Tree', 'sObject Collection', 'composite batch', 'subrequest', 'referenceId', 'allOrNone', 'parent child insert one call', 'bulk CRUD same object', 'batch API requests'. N...

Use Connect REST API for Chatter, feeds, communities, and CMS content instead of querying underlying SObjects. NOT for custom business object CRUD.

Use this skill when building developer-driven Data Cloud activation surfaces: webhook Data Action Targets with HMAC-SHA256 signing, Salesforce Platform Event data actions, Data Cloud-Triggered Flows on DMO insert, or Marketing Cloud journey triggers. Triggers on: webhook data action target, Data Cloud triggered Flow not firing, HMAC secret key for data action, platform event from Data Cloud, DMO insert trigger. NOT for configuring standard admin-level Activation Targets (SFTP, ad platform seg...

Use when implementing or troubleshooting the Salesforce Data Cloud Ingestion API — covers streaming ingestion (near-real-time micro-batches), bulk ingestion (CSV-based full-replace jobs), schema management in OpenAPI 3.0.x YAML, Connected App setup with cdp_ingest_api scope, and error handling for both modes. NOT for standard Salesforce Bulk API, CRM Analytics data import, or Data Cloud data streams from CRM objects.

Use this skill when designing or troubleshooting the data pipeline strategy for connecting source systems to Data Cloud — including ingestion API pattern selection (streaming vs. batch), connector type decisions, DSO-to-DLO-to-DMO pipeline lag, and lakehouse federation patterns. Triggers on: Data Cloud ingestion API setup, streaming vs batch connector decision, Data Cloud connector types, MuleSoft Direct for Data Cloud, data pipeline lag for segmentation. NOT for standard Salesforce integrati...

Use this skill when querying unified profile data, calculated insights, or Data Lake Objects from Data Cloud using ANSI SQL via the Query V2 or Query Connect APIs. Triggers on: SQL queries against Data Cloud, querying unified individuals, querying DMOs via API, paginating large Data Cloud result sets. NOT for SOQL queries against standard Salesforce objects, not for Data Cloud segment filtering in the UI, not for vector/semantic search (use data-cloud-vector-search-dev).

Use this skill to design orchestration-layer error handling for Salesforce integrations — covering Platform Event replay recovery, dead-letter queue routing, cross-channel error notification patterns, circuit breaker design, and trigger suspension recovery. Trigger keywords: integration error handling, Platform Event retry, integration dead letter queue, EventBus RetryableException, integration circuit breaker, event bus trigger suspended. NOT for Apex exception handling (use apex-exception-h...

Use when choosing between Salesforce event-driven mechanisms — Platform Events, Change Data Capture (CDC), Streaming API (PushTopic), and Outbound Messages — to determine which pattern fits a given integration requirement. Trigger keywords: platform events vs CDC, choose event pattern, event-driven integration design, streaming API vs platform events, outbound message vs platform event, event architecture comparison. NOT for implementing any single pattern (use platform-events-integration, ch...

Use when uploading, downloading, managing, or integrating files and documents with Salesforce — covering ContentVersion/ContentDocument, REST multipart uploads, base64 inserts, Files Connect for external storage reads, and virus scanning callout patterns. Triggers: 'upload file to Salesforce', 'ContentVersion REST API', 'Files Connect external storage', 'multipart file upload', 'document integration pattern', 'virus scan uploaded file'. NOT for Bulk API data loads, Chatter feed post content, ...

Use when designing or reviewing Salesforce GraphQL API usage, especially endpoint selection, field shaping, connection-based pagination, LWC wire adapters, and GraphQL vs REST tradeoffs. Triggers: 'GraphQL API', 'lightning/graphql', 'uiGraphQLApi', 'GraphQL pagination', 'GraphQL vs REST'. NOT for building a custom GraphQL server or for generic REST integration design with no GraphQL surface.

Use when designing retry-safe integrations with Salesforce — including external ID upsert strategies, idempotency key management for inbound calls, Platform Event replay safety, and Outbound Message retry handling. NOT for Salesforce duplicate management rules.

Use this skill when setting up or extending Salesforce Loyalty Management — including program and currency creation, tier group design, qualifying vs. non-qualifying point currency separation, DPE batch job activation, partner loyalty configuration, and member portal setup on Experience Cloud. Triggers on: Loyalty Management setup, loyalty tier setup Salesforce, qualifying points vs redemption points, DPE batch job for loyalty, partner loyalty program Salesforce, loyalty member portal. NOT fo...

Use when selecting or comparing middleware / iPaaS tools (MuleSoft, Dell Boomi, Workato, Informatica) for Salesforce connectivity, or when determining whether a scenario requires middleware at all versus native Salesforce capabilities. Triggers: 'which iPaaS should I use', 'MuleSoft vs Boomi vs Workato', 'when do I need middleware for Salesforce', 'message transformation orchestration middleware'. NOT for MuleSoft Anypoint Salesforce Connector configuration (use mulesoft-salesforce-connector)...

Designing and configuring MuleSoft Anypoint Salesforce Connector flows: API selection (SOAP/REST/Bulk/Streaming), OAuth 2.0 JWT Bearer auth, watermark-based incremental sync with Object Store, batch processing with record-level error isolation, and replay topic subscriptions. Use when building Mule 4 flows that read from or write to Salesforce, migrating from Mule 3 watermark to Mule 4 Object Store, or troubleshooting connector authentication and API limits. NOT for native Salesforce-to-Sales...

Configure mTLS for Apex callouts using Named Credentials with client certificate authentication. NOT for standard TLS or API key auth.

Named Credentials and External Credentials configuration for secure outbound callouts: per-user vs per-org authentication, legacy vs enhanced Named Credentials, external credential principal types (Named Principal, Per User, Anonymous), OAuth 2.0 and JWT flows, and credential deployment. NOT for callout code patterns, Apex HTTP implementation, or OAuth server-side flow debugging.

Use when choosing or reviewing Salesforce OAuth flows and connected-app policy for integrations, including client credentials, JWT bearer, authorization code, device flow, scopes, and token lifecycle controls. Triggers: 'OAuth flow', 'connected app', 'client credentials', 'JWT bearer', 'refresh token', 'integration user'. NOT for record-level sharing design or for simple Named Credential usage when the auth-flow decision is already settled.

Use when implementing or troubleshooting Salesforce Outbound Messages — the workflow-triggered SOAP notification mechanism that pushes record field values to an external HTTPS endpoint. Trigger keywords: outbound message not delivering, configure outbound message endpoint, SOAP callback from Salesforce, workflow rule sends notification to external system, outbound message retry loop, acknowledgment SOAP response, session ID in outbound message. NOT for Platform Events, Change Data Capture, RE...

Use when publishing Platform Events from external systems via REST API, subscribing to Platform Events from outside Salesforce via CometD or Pub/Sub API, designing replay ID strategy for durable external consumers, or handling high-volume event delivery guarantees. Trigger keywords: 'external publish platform event', 'CometD subscribe', 'Pub/Sub API', 'replay ID external', 'durable subscription', 'RetainUntilDate'. NOT for Apex-only event publishing or triggering (use platform-events-apex). N...

Configure Private Connect between Salesforce and AWS/Azure for traffic to stay on private networks. NOT for standard internet callouts.

Use this skill when building or debugging gRPC-based Pub/Sub API integrations for subscribing to or publishing Salesforce Platform Events, Change Data Capture events, or custom channels — including auth flow, flow control, event replay, Managed Subscriptions, and language client setup. Triggers on: Pub/Sub API gRPC subscription, subscribe to platform events via gRPC, event replay with Pub/Sub API, managed event subscription Salesforce, FetchRequest flow control. NOT for legacy PushTopic API (...

When to use this skill: choosing between real-time (synchronous callouts, Platform Events, CDC, Pub/Sub API) and batch (Bulk API 2.0, scheduled ETL) integration patterns. Trigger keywords: should I use real-time or batch, how to sync high-volume data, when to use Platform Events vs Bulk API, integration latency vs volume tradeoff. NOT for Batch Apex internals (use batch-apex-patterns), NOT for MuleSoft middleware design (use middleware-integration-patterns), NOT for CDC field tracking configu...

Use when designing, implementing, or reviewing Salesforce REST API integration — covering CRUD operations on sObjects, SOQL-based queries, paginated result sets, Composite requests, Composite Batch, and sObject Tree. Triggers: 'Salesforce REST API', 'composite API', 'nextRecordsUrl', 'sObject Tree', 'REST CRUD', 'REST pagination', 'API limits', 'OAuth Bearer token'. NOT for GraphQL API queries, Bulk API 2.0 large-data-load jobs, Metadata API deployments, or custom Apex REST endpoints.

Implementing resilient integration retry logic in Salesforce: exponential backoff, jitter, idempotency keys, dead-letter queues, and circuit breaker patterns for Apex callouts. Use when designing callout retry behavior, preventing thundering-herd issues, or handling persistent integration failures. NOT for Apex async patterns without callouts (use apex-queueable-patterns). NOT for callout governor limits (use callout-limits-and-async-patterns).

Use this skill when implementing or troubleshooting Salesforce Revenue Lifecycle Management (RLM) — the native Revenue Cloud product covering order-to-cash lifecycle, Dynamic Revenue Orchestrator (DRO) fulfillment plan design, asset amendments, billing schedule creation via Connect API, and invoice management. Triggers on: Dynamic Revenue Orchestrator, RLM order decomposition, DRO fulfillment swimlanes, native Revenue Cloud billing schedule, asset lifecycle management Salesforce. NOT for CPQ ...

Use when deciding whether Salesforce Connect and External Objects are the right fit for external data access, or when reviewing OData, cross-org, and custom adapter patterns, query limitations, and latency tradeoffs. Triggers: 'Salesforce Connect', 'External Objects', '__x', 'OData adapter', 'custom adapter'. NOT for ordinary ETL or replicated-data designs where the data should live inside Salesforce.

Export large Salesforce datasets to a lakehouse via Bulk API 2.0, CDC streams, or Salesforce Data Pipelines. NOT for ad-hoc exports.

Use this skill to implement Salesforce-to-Salesforce integration patterns — covering the native S2S feature, API-based cross-org sync, Platform Event bridging, and Salesforce Connect Cross-Org adapter. Trigger keywords: Salesforce to Salesforce integration, cross-org data sharing, S2S feature, cross-org Platform Events, Salesforce Connect cross-org. NOT for multi-org strategy or architecture decisions (use architect/multi-org-strategy), single-org data sharing, or external (non-Salesforce) sy...

Use this skill when designing or implementing an integration between a Student Information System (SIS) — such as Ellucian Banner, Ellucian Colleague, Anthology Student, Oracle PeopleSoft Campus Solutions, or Workday Student — and Salesforce Education Cloud. Covers the canonical Education Cloud data model objects (AcademicTermEnrollment, CourseOfferingParticipant, CourseOfferingPtcpResult, LearnerProfile, PersonAcademicCredential), external ID / upsert keying strategies using SIS-native ident...

Use when designing, governing, or troubleshooting Slack Connect channel sharing between two independent organizations. Trigger phrases: external Slack channel collaboration, cross-org Slack channel setup, Slack Connect DLP policy, Slack partner channel governance, regulated industry Slack Connect compliance. Does NOT cover Salesforce-to-Salesforce integration, Salesforce for Slack app setup, or internal single-workspace Slack channels. NOT for Salesforce-to-Salesforce integration.

Use this skill when setting up or troubleshooting the Salesforce for Slack managed app — including connecting a Salesforce org to a Slack workspace, configuring the three-party admin handshake, linking Slack channels to Salesforce records, enabling record preview sharing, and managing org-level limits. Triggers on: Salesforce for Slack app not connecting, Slack org connection setup, Salesforce record sharing in Slack, Slack workspace admin approval, connecting Salesforce to Slack. NOT for bui...