Claude Skills by BanibrataChatterjee

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 configuring Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog configuration, TM Forum-aligned order decomposition, Account record-type segmentation, and contract lifecycle activation. NOT for generic OmniStudio configuration, Salesforce CPQ (SBQQ), standard B2C/B2B Commerce order management, or non-Communications Industries clouds.

Use this skill to configure Salesforce Industries Insurance (Financial Services Cloud Insurance) including permission set licenses, irreversible org settings, core insurance objects, coverage types, claim configuration, and OmniScript-based quoting using the Insurance Product Administration API. Trigger keywords: insurance setup, FSC Insurance, InsurancePolicy object, InsurancePolicyCoverage, policy quoting OmniScript, claim type configuration, InsProductService, Digital Insurance Platform, m...

Use when designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management decomposition, and utility service request workflows. Trigger keywords: FNOL process design, claims OmniScript customization, Industries order decomposition workflow, utility service order design, insurance claim lifecycle stages, telecom commercial-to-technical order flow. NOT for generic Screen Flow process design, ...

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 when setting up or auditing dedicated Salesforce integration users — including the Salesforce Integration user license, API-only profile, permission set layering, MFA waiver configuration, and login monitoring. NOT for standard user management.

Use when setting up, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria, journey versions, test mode, or journey analytics. Triggers: 'journey builder setup', 'entry source configuration', 'decision split not routing', 'exit criteria not removing contacts', 'goal not tracking conversion', 'journey version publishing', 'journey re-entry settings', 'wait activity date field'. NOT for Flow-...

Use this skill when setting up, configuring, or managing Salesforce Lightning Knowledge — including enabling the feature, designing record types on Knowledge__kav, configuring Data Categories for organization and visibility control, setting up publishing workflows, and layering approval processes. Trigger keywords: Lightning Knowledge setup, Knowledge article record types, Data Category visibility, Knowledge publishing workflow, Knowledge__kav configuration. NOT for Knowledge in Experience Cl...

Configuring Salesforce lead management and conversion: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes. Use when setting up lead capture, routing, or conversion for Sales Cloud. Trigger keywords: web-to-lead, lead conversion, lead field mapping, lead settings, lead process, lead queue, lead auto-response. NOT for lead assignment rule logic (use assignment-rules). NOT for duplicate rule configuration (use data-quality-and-governance).

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 fo...

Use this skill when designing or documenting a lead scoring model in Salesforce Sales Cloud or Account Engagement: qualifying criteria, MQL/SQL threshold definitions, scoring dimensions (demographic, firmographic, behavioral), and sales handoff SLA. NOT for Einstein Lead Scoring (AI-based predictive scoring) or Account Engagement (Pardot) automation rule configuration.

Advanced Lightning App Builder usage: component visibility filters, custom page templates, Dynamic Forms, Dynamic Actions, page performance optimization, LWC targetConfig for record pages. Use when building complex record pages or custom app templates. NOT for basic page layout configuration. NOT for LWC component development (use lwc/* skills). NOT for Dynamic Forms basics (use dynamic-forms-and-actions).

Use when a Lightning record page, home page, or app page is slow to load or render — covers Experienced Page Time (EPT) analysis, component count reduction, progressive disclosure via tabs and conditional rendering, Lightning Experience Insights diagnostics, and DOM/XHR minimization strategies. Triggers: 'Lightning page is slow', 'EPT is high', 'record page takes too long to load', 'too many components on page', 'Lightning Experience Insights shows slow page', 'how to optimize Lightning page ...

Use when designing or reviewing list views, compact layouts, highlights panels, and search-result presentation so users can scan, find, and act on records quickly across desktop and mobile. Triggers: 'too many list views', 'compact layout not showing the right fields', 'search layouts vs list views', 'mobile highlights panel'. NOT for page layout design, Dynamic Forms strategy, or record-type architecture.

Use this skill when gathering, documenting, or validating requirements for a Salesforce marketing automation program — covering MCAE (Account Engagement / Pardot) lifecycle stages, MQL/SQL threshold definitions, scoring model specifications (sources, weights, decay, ceiling), handoff notification design, CRM field updates on status change, and sales SLA. Trigger keywords: MQL criteria, marketing-to-sales handoff, lead lifecycle, scoring requirements, automation program requirements, Marketing...

Use this skill when configuring or troubleshooting Marketing Cloud Connect (MC Connect) — the managed package that links a Salesforce org to a Marketing Cloud account. Covers connector user setup, synchronized data sources, scope configuration, tracking sync, and triggered sends. NOT for MCAE (Marketing Cloud Account Engagement / Pardot) connector setup.

Use this skill when configuring Marketing Cloud Engagement (formerly ExactTarget): business units, user roles, sender profiles, delivery profiles, send classifications, and account-level settings. NOT for MCAE/Pardot or Marketing Cloud Account Engagement configuration.

Use this skill when gathering and documenting Salesforce marketing reporting requirements: defining KPIs, choosing an attribution model (First Touch / Last Touch / Even Distribution / Multi-Touch), selecting the correct Campaign Influence configuration, and mapping business questions to Salesforce report types and dashboard features. NOT for building the dashboards themselves, configuring CRM Analytics datasets, writing SOQL for marketing reports, or setting up Marketing Cloud Engagement jour...

Use this skill when configuring MCAE (Account Engagement / Pardot) lead scoring models, grading profiles, score decay rules, or automation rules that fire on score/grade thresholds. Covers: scoring point values per activity, score decay for inactivity, Profiles for fit grading, combined MQL definitions (Score + Grade), and automation rules vs completion actions. NOT for Einstein Lead Scoring (Sales Cloud), not for Marketing Cloud Engagement journey scoring, not for Salesforce native lead scor...

Use this skill when configuring a new or existing Marketing Cloud Account Engagement (MCAE, formerly Pardot) business unit: Salesforce v2 connector activation, connector user permissions, Salesforce User Sync, prospect field sync rules, tracking domain setup, and Account Engagement Lightning App installation. NOT for Marketing Cloud Engagement (email studio, journeys) or Einstein Marketing features.

Use this skill to configure Messaging for In-App and Web (MIAW) channels in Salesforce Service Cloud, including Messaging Channel setup, Embedded Service Deployments, CORS/CSP Trusted Sites, Omni-Channel routing via Queue or Flow, pre-chat fields, and Status-Based capacity models. NOT for Agentforce bot configuration, SMS/WhatsApp third-party channel setup, or legacy Live Agent (Snap-ins) implementations.

Use when configuring Salesforce Translation Workbench, translating custom labels, picklist values, field labels, page layout sections, or Experience Cloud language switcher. Triggers: 'how to add a language to Salesforce', 'translate custom labels', 'Translation Workbench setup', 'picklist value translation', 'RTL language support'. NOT for Marketing Cloud email localization, NOT for Apex string formatting by locale (use formula fields or Apex String.format patterns), NOT for multi-currency (...

Use this skill when configuring, applying, or troubleshooting NPSP Engagement Plans — the framework that automatically generates standard Salesforce Task records on a timed schedule to guide donor stewardship and constituent outreach. Trigger keywords: engagement plan, donor stewardship tasks, NPSP task automation, engagement template, major donor follow-up. NOT for marketing automation, email campaigns, or Flow-based automation.

Use this skill to configure and manage NPSP Household Accounts: household naming rules, formal/informal greeting formats, primary contact designation, household merges, and household splits. Trigger keywords: NPSP household naming, household account not updating, merge duplicate households NPSP, household greeting customization, primary affiliation NPSP. NOT for FSC Household Groups (Financial Services Cloud uses AccountContactRelationship junction — incompatible model).

Use this skill when configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) — a separate managed package for program delivery, cohort setup, service scheduling, service delivery recording, and outcome/attendance tracking for beneficiaries. Trigger keywords: program management module, PMM, Program__c, ProgramEngagement__c, ServiceDelivery__c, cohort setup, bulk service delivery, service schedule, service participant. NOT for NPSP core donor management, gift en...

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), sha...

Configuring Salesforce Omni-Channel routing from scratch or updating existing routing: enabling Omni-Channel, creating Service Channels, configuring Routing Configurations (queue-based and skills-based), setting up Presence Statuses and Presence Configurations, assigning skills to Service Resources, and defining Skills-Based Routing Rules. Trigger keywords: Omni-Channel setup, routing configuration, queue-based routing, skills-based routing, presence status, service channel, routing rules. NO...

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.

Use when configuring OmniStudio at the org level: enabling Standard Runtime, selecting the Runtime Namespace, assigning Permission Set Licenses, toggling feature settings, and granting Experience Cloud community access. Trigger keywords: OmniStudio Settings, Standard OmniStudio Runtime, managed package runtime, runtime namespace, OmniStudio Permission Set, OmniStudio PSL. NOT for OmniScript design, DataRaptor authoring, or namespace migration away from Vlocity packages.

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-manage...

Use when executing admin-level cleanup in a Salesforce org: deleting unused fields, removing inactive Flow versions, deactivating legacy automation, running Salesforce Optimizer or Org Check, and performing destructive metadata deploys. Triggers: 'clean up unused fields', 'delete inactive flows', 'run Optimizer', 'org has too many custom fields', 'remove old workflow rules', 'Flow version limit'. NOT for assessing or reporting on technical debt (use architect/technical-debt-assessment). NOT f...

Use when configuring org-wide platform settings: MFA enforcement, My Domain setup and deployment, session timeout and security settings, password policies, trusted IP ranges (Network Access), and CSP Trusted Sites. Trigger keywords: 'MFA setup', 'My Domain', 'session settings', 'password policy', 'trusted IP ranges', 'CSP trusted sites'. NOT for user-level login restrictions (use user-management), NOT for permission model design (use permission-sets-vs-profiles), NOT for security audit and ha...

Use when configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — including endpoint setup, field selection, retry behavior, and delivery monitoring. NOT for Platform Events or Flow-based integrations.

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 tech...

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 designing or refactoring Salesforce access architecture around minimal profiles, permission sets, permission set groups, muting, and assignment governance. Triggers: 'profile sprawl', 'permission set strategy', 'PSG architecture', 'access bundle design', 'least privilege'. NOT for record-sharing model design or CRUD/FLS enforcement inside Apex.

Use when designing or auditing Salesforce access control — deciding between Profiles, Permission Sets, and Permission Set Groups. Triggers: 'user can't see field', 'too many profiles', 'permission model', 'least privilege', 'profile migration'. NOT for sharing rules or record-level access — use security/fls-crud for that.

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).

Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories to the inspection view, configuring Days in Stage and other metrics, setting review cadence, and interpreting pipeline change signals for sales managers. Use when designing or improving how a team monitors deal health and pipeline movement. NOT for building custom dashboards or reports (use reports-and-dashboards skill). NOT for enabling Einstein Opportunity Scoring or AI insights (us...

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 des...

Use when deciding which Salesforce automation tool should own a requirement, including before-save and after-save Flow, screen Flow, scheduled Flow, invocable Apex, Apex triggers, and migration off Workflow Rules or Process Builder. Triggers: 'Flow or Apex trigger', 'which automation tool should I use', 'Process Builder migration', 'Workflow Rule retirement', 'same-record update or trigger'. NOT for detailed implementation of a Flow or trigger after the automation boundary has already been ch...

Use when configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction records, enabling multi-currency pricing, configuring Product Schedules (Revenue and Quantity), or troubleshooting incorrect prices on Opportunity line items and Quotes. Triggers: 'add product to pricebook', 'pricebook entry', 'standard pricebook', 'product catalog', 'multi-currency product pricing', 'product schedule...

Design guidance for program outcome measurement in Salesforce nonprofit orgs: logic model structure, indicator taxonomy, impact reporting design, and grant compliance reporting using NPSP Program Management Module (PMM) or Nonprofit Cloud (NPC) Outcome Management. NOT for CRM Analytics dashboards, NPSP PMM implementation/setup, or fundraising data analysis.

Use this skill when creating or managing queues, configuring queue membership, setting up case or lead queues, creating public groups, or using groups in sharing rules and manual sharing. Trigger keywords: queue, public group, queue membership, queue email, group sharing, case queue, lead queue. NOT for assignment rules that route records to queues automatically (use assignment-rules). NOT for Omni-Channel routing configuration (separate routing engine).

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 quo...

Use when gathering, designing, or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote (with line items) to Synced Quote to Approval Process to Quote PDF to Order creation. Trigger keywords: quote approval, discount policy, quote PDF limits, order from quote, quote sync, quote template. NOT for CPQ/Revenue Cloud pricing rules, discount schedules, or guided selling — use CPQ skills for those.

Use when configuring standard Salesforce Quotes, building or customizing quote templates for PDF generation, emailing quotes to customers, syncing quotes to opportunity products, or setting up discount approval processes on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items'. NOT for CPQ (Salesforce Revenue Cloud / SBQQ) quote configuration, quote line scheduling, or order management.