Claude Skills by BanibrataChatterjee

Use when a practitioner needs to classify the risk level of an upcoming Salesforce deployment, define rollback trigger conditions, or assign decision authority before the release window opens. Triggers: 'how risky is this release', 'what needs rollback planning', 'classify deployment risk', 'pre-deployment risk checklist', 'rollback decision authority', 'high risk metadata types'. NOT for executing the deployment itself, writing CI/CD pipeline code, or troubleshooting failures after a deploym...

Use when authoring, reviewing, or maintaining Salesforce DevOps operational documents — runbooks, environment matrices, deployment guides, and post-deploy validation checklists. Triggers: 'runbook', 'environment matrix', 'deployment guide', 'pre-deploy checklist', 'post-deploy validation', 'how do I document a deployment', 'rollback procedure template'. NOT for release planning, project scheduling, CI/CD pipeline code, or change advisory board process governance.

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, Digi...

Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management for cultivation and solicitation, upgrade path design, lapsed donor re-engagement strategy, and segmentation for portfolio management. NOT for marketing automation execution, email campaign configuration, or recurring donation implementation.

Use when designing, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance. Triggers: 'duplicate rule', 'matching rule', 'merge strategy', 'dedupe', 'survivorship', 'D&B', 'same contact twice'. NOT for choosing data-load tooling unless duplicate control is the main problem.

Use this skill to configure Dynamic Forms (field and section visibility on Lightning record pages) and Dynamic Actions (button/action visibility rules) using Lightning App Builder. Covers enabling Dynamic Forms, converting page layout fields to Dynamic Form components, writing field visibility rules (field value, profile, permission, record type, device), and controlling action bar visibility per record context. NOT for page layout design or record type assignment (use record-types-and-page-l...

Configure Einstein Activity Capture (EAC) for an org: enable the feature, create Configuration profiles, set auth type (User-Level or Org-Level OAuth), define email and calendar sync scope, configure excluded domains and privacy settings, assign users, and verify sync health. NOT for manual activity logging, Einstein Opportunity Scoring setup, Pipeline Inspection, or troubleshooting email deliverability outside EAC.

Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau should be used for analytics, or when reviewing and troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for standard report builder questions unless the decision is whether reports are still enough.

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 Dis...

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 C...

Use this skill when configuring or troubleshooting email deliverability for Marketing Cloud or Salesforce orgs: sender authentication (SPF, DKIM, DMARC), private sending domain setup, dedicated IP warm-up, list hygiene practices, and sender reputation monitoring. NOT for email template design, HTML/CSS email coding, or Journey Builder message configuration.

Use when building, configuring, or troubleshooting email sends in Marketing Cloud Email Studio and Content Builder. Triggers: 'dynamic content', 'send classification', 'A/B test email', 'Content Builder template', 'triggered send', 'suppression list', 'Commercial vs Transactional'. NOT for MCAE (Pardot) email, SMS/push channel setup, or Journey Builder orchestration design.

Use when designing, reviewing, or troubleshooting Salesforce email templates, email alerts, and declarative notification design. Triggers: 'Lightning Email Template', 'email alert', 'merge field', 'org-wide email', 'too many emails', 'mass email limit'. NOT for marketing automation or custom Apex email services.

Configuring Salesforce Email-to-Case: Standard vs On-Demand mode selection, routing address setup, email threading via Lightning tokens, auto-response rules, attachment limits, and per-address case field defaults. Use when setting up a new Email-to-Case channel, troubleshooting duplicate cases from customer replies, or choosing between On-Demand and Standard mode. Trigger keywords: email-to-case, routing address, on-demand email-to-case, email threading, case from email, email agent, routing ...

Use this skill when configuring or troubleshooting Salesforce Enterprise Territory Management (ETM): territory models, territory types, territory hierarchies, account assignment rules, opportunity territory assignment, and forecast by territory. Trigger keywords: territory model, territory hierarchy, ETM, assign accounts to territories, territory forecast, territory activation. NOT for role hierarchy (use sharing-and-visibility). NOT for Legacy/Original Territory Management (pre-ETM).

Use this skill to design, configure, and troubleshoot Salesforce Entitlement Management: entitlement processes, milestone definitions, recurrence types, milestone actions (success/warning/violation), business hours assignment, and entitlement templates. NOT for case escalation rules, assignment rules, or omni-channel routing configuration.

Configure and troubleshoot Salesforce Case Escalation Rules: setting up time-based escalation entries, business hours configuration, escalation actions (email alerts and reassignment), and diagnosing why cases are not escalating. NOT for case assignment on creation (use assignment-rules), approval routing (use approval-processes), or SLA milestones in Service Cloud (use entitlement-management).

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, o...

Use this skill when adding external users to an Experience Cloud site, configuring self-registration, managing external user licenses, or customising the login and registration pages. Trigger keywords: add members to community, external user license, self-registration, customer portal login, partner user onboarding, ConfigurableSelfRegHandler. NOT for internal (Employee) user management, internal profile or permission-set assignments, or Experience Cloud page-layout / component design.

Use when setting up or tuning Experience Cloud community content moderation: keyword/criteria-based rules, member reputation system, and moderation queue management. Triggers: 'set up community content moderation', 'configure reputation levels', 'flagging rules Experience Cloud', 'moderation queue setup', 'keyword blocking community', 'approve community posts before publishing'. NOT for CMS content publishing workflows or Digital Experiences page publishing.

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.

Use when creating a new Experience Cloud site: selecting LWR vs Aura template, configuring branding and navigation, setting up a custom domain, and using Experience Builder. Trigger keywords: create new Experience Cloud site, LWR vs Aura template, set up community portal domain, Experience Builder page builder, branding sets, navigation menu configuration, Microsite LWR, Build Your Own LWR. NOT for internal Lightning apps, Lightning App Builder configuration, or Flow orchestration inside an e...

Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up financial account roles Financial Services Cloud, FSC household balance rollup not working, add holdings to financial account, FinancialAccountType picklist setup, FSC brokerage o...

Use this skill when configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow, Discovery Framework, Revenue Insights. NOT for financial advice, investment recommendations, or high-level process mapping (see wealth-management-requirements for that).

Use this skill to gather, document, and validate FlexCard layout requirements before development begins — covering data visualization needs, action requirements, embedded component specifications, and user context mapping. Trigger keywords: FlexCard requirements, FlexCard BA, FlexCard layout design, FlexCard data sources, FlexCard actions. NOT for FlexCard development implementation, Card Designer configuration, or standard Lightning component requirements.

Use when designing, reviewing, or debugging Salesforce Flows from an Admin perspective. Triggers: 'flow', 'automation', 'record-triggered flow', 'screen flow', 'scheduled flow', 'flow error', 'flow interview'. NOT for OmniStudio OmniScripts — use omnistudio/ skills for that.

Use when designing, reviewing, or troubleshooting Salesforce formula fields. Triggers: 'formula field', 'cross-object formula', 'null handling', 'compile size', 'HYPERLINK', 'IMAGE', 'why is formula slow'. NOT for save-time validation or persisted values - use validation rules, Flow, or real fields for that.

Use this skill when designing, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence, onboarding checklist, review prep tasks. NOT for standard Salesforce Tasks, Flow automation, or general task management outside of FSC Action Plan objects.

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. N...

Use this skill when creating, configuring, or troubleshooting FSC Relationship Groups — including Household, Professional Group, and Trust group types; member role assignment via AccountContactRelation FSC fields; Primary Group designation; and group-level wealth aggregation rollups. NOT for standard account relationships, Contact-Account relationships outside FSC, NPSP household configuration, or Financial Account role setup (use admin/financial-account-setup).

Use this skill to configure and manage Field Service Lightning workforce capacity — covering ServiceResourceCapacity for individual resource caps, WorkCapacityLimit for territory-level demand throttling, and reporting strategies for capacity vs. utilization analysis. NOT for Omni-Channel capacity, NOT for FSL scheduling policy rule configuration, and NOT for FSL resource skill or preference setup (see fsl-resource-management).

Configure and manage Field Service Lightning inventory: ProductItem (stock at locations), ProductTransfer (stock movement), ProductConsumed (parts used on work orders), ProductRequest/ProductRequestLineItem (replenishment ordering), and ProductItemTransaction (audit trail). NOT for CPQ product catalog management, OCI (Omnichannel Inventory), or B2B Commerce warehouse integration.

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 s...

Use this skill when designing, troubleshooting, or reviewing FSL Mobile worker workflows — including job lifecycle management, offline data capture, customer signature collection, parts consumption, and geolocation-triggered status transitions. Trigger keywords: FSL mobile, field service mobile workflow, offline job lifecycle, technician mobile, service appointment status, briefcase priming, parts consumption mobile, signature capture FSL. NOT for mobile app installation/configuration, FSL sc...

Use this skill to configure Field Service Lightning service resources — including ServiceResource types, skill assignments via ServiceResourceSkill, capacity-based resource setup, and ResourcePreference rules. NOT for service territory setup (see fsl-service-territory-setup), NOT for scheduling policy configuration, and NOT for FSL mobile app setup.

Use this skill to design, configure, and troubleshoot the Field Service Lightning (FSL) Optimizer — including selecting optimization type (Global, In-Day, Resource Schedule), understanding the priority-score model, configuring travel mode (Aerial vs Street-Level Routing), and tuning optimizer behavior for specific scheduling objectives. NOT for configuring scheduling policies, work rules, service objectives weights, or the Dispatcher Console dispatch settings.

Use this skill to create, configure, or tune Field Service Lightning scheduling policies — including work rules (pass/fail filters) and service objectives (weighted ranking criteria). Covers the four default policies, custom policy design, work rule type selection, and objective weighting strategy. NOT for configuring service territories, resource availability calendars, or the Salesforce Scheduler (Appointment Scheduling) product.

Use this skill to configure Field Service Lightning service territories — including territory types, operating hours, time slots, territory hierarchy, member types, and polygon boundaries. NOT for ETM territories (Territory2 / Enterprise Territory Management in Sales Cloud), and NOT for Salesforce Scheduler territories.

Use this skill to configure FSL Shifts, ShiftTemplates, ShiftPatterns, and Crew ServiceResources — covering availability windows layered on Operating Hours, bulk shift generation via ShiftPattern + ShiftPatternEntry, and the two Crew models (Static vs. Shell/Dynamic). NOT for individual resource scheduling, NOT for scheduling policy or work rule configuration, and NOT for FSL mobile app or time-sheet 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.

Configure and manage Field Service Lightning work orders: work types, work order line items, service appointments, status flow, and auto-creation via maintenance plans. NOT for case management, resource scheduling optimization, or dispatcher console configuration.

Use this skill when designing or documenting nonprofit fundraising lifecycle stages, donor pipeline workflows, cultivation-to-stewardship cycles, major gift solicitation sequences, or Salesforce Opportunity sales process configuration for NPSP or Nonprofit Cloud. Trigger keywords: fundraising lifecycle, donor pipeline, cultivation stage, solicitation workflow, major gift process, moves management, NPSP Opportunity stages, stewardship cycle, NPC fundraising stages. NOT for implementation of En...

Configure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows. NOT for standard opportunity creation or direct GiftTransaction DML outside the Gift Entry framework.

Use this skill when configuring object-specific quick actions or global actions in Salesforce: choosing between action types, editing action layouts, pre-filling fields with predefined values, and adding actions to Lightning page layouts or mobile navigation. Trigger keywords: quick action, global action, action layout, pre-fill fields, predefined values, Salesforce mobile actions. NOT for Flow-triggered actions or Next Best Action recommendations (use flow/* or agentforce skills). NOT for Ap...

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.

Use this skill when configuring Health Cloud patient consent management: setting up HIPAA authorization forms, consent templates, consent tracking per patient, and withdrawal handling. NOT for marketing consent (ContactPointTypeConsent/ContactPointConsent), GDPR opt-out workflows, or Experience Cloud consent forms unrelated to clinical authorization.

Use this skill when configuring patient or member records in Salesforce Health Cloud — including Person Account enablement, Health Cloud patient record type creation, care team role configuration, patient card customization, and clinical data display. Trigger keywords: patient setup, Health Cloud person account, patient card component, care team roles, clinical data display. NOT for standard account setup, general CRM contact configuration, or non-Health-Cloud person account questions.

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.

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.

Use this skill when configuring the Financial Services Cloud (FSC) household data model — including Household record type setup, Primary Group assignment, ACR-based membership, rollup field inclusion, and batch rollup scheduling. NOT for NPSP household account configuration (use admin/npsp-household-accounts), non-FSC Account hierarchies, or standard Contact-Account relationships outside of FSC.