Claude Skills by BanibrataChatterjee

Use when designing or refactoring record types across objects with many profiles, business processes, or picklist variations. Covers layout assignment explosion, Dynamic Forms migration, and record type ID portability. NOT for basic record type setup or page layout assignment — see record-types-and-page-layouts for introductory guidance.

Use when designing, auditing, or simplifying Record Types and Page Layouts. Triggers: 'record type', 'page layout', 'different picklist values', 'different fields per team', 'dynamic forms'. NOT for sharing rules or FLS — record types don't control data access.

Configure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and interpret the Upcoming Installments UI. NOT for legacy recurring donations (pre-March 2021 model), one-time Opportunity creation, or custom payment gateway integrations beyond native NPSP.

Use this skill when configuring Health Cloud referral management: setting up ClinicalServiceRequest-based referrals, provider search, referral status workflows, and network management. NOT for Sales Cloud referrals, FSC Einstein Referral Scoring, or Public Sector Solutions referral objects.

Use when configuring Remote Site Settings to allow Apex callouts to external URLs, or when distinguishing Remote Site Settings from CSP Trusted Sites for Lightning component resource loading. NOT for Named Credentials (use named-credential-configuration).

Use when a report or dashboard is slow, timing out, hitting row limits, or consuming excessive system resources on large-volume objects — covers selective filter strategy, custom report type optimization, async report execution via Analytics API, dashboard refresh scheduling, and grouping/aggregation tuning. Triggers: 'report times out', 'report is slow', 'dashboard not refreshing', 'report row limit hit', 'too many report results'. NOT for CRM Analytics / Tableau CRM performance (separate sk...

Use when learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary formulas, charts, dashboard components, dynamic dashboards, report subscriptions, and folder permissions. Triggers: 'how do I build a report', 'what report type should I use', 'set up a dashboard', 'joined report limits', 'bucket field vs formula', 'dynamic dashboard running user'. NOT for CRM Analytics (use crm-analytics-* ...

Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter', 'report subscription', 'dashboard refresh'. NOT for Einstein Analytics / CRM Analytics — separate skill needed for that.

Use this skill when eliciting, documenting, and structuring requirements for a Salesforce implementation or enhancement: writing Salesforce-specific user stories with acceptance criteria, mapping As-Is and To-Be business processes, conducting stakeholder discovery interviews, and performing gap analysis against standard Salesforce capabilities. Trigger keywords: requirements gathering, user story, As-Is To-Be, gap analysis, stakeholder interview, process mapping, business requirements, fit ga...

Use this skill to configure and troubleshoot Salesforce Billing revenue recognition rules, schedules, and GL transaction generation in compliance with ASC 606. Triggers: 'revenue schedule not generated after order activation', 'blng__RevenueSchedule__c records missing', 'how to configure blng__RevenueRecognitionRule__c on a product', 'Finance Periods not set up before revenue schedule generation', 'revenue schedule did not update after contract amendment', 'performance obligation allocation f...

Use when setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep assignment. Triggers: 'cadence builder', 'HVS cadence', 'work queue steps', 'sales engagement setup', 'sequence steps not appearing', 'cadence not sending email', 'Sales Engagement permission set'. NOT for Marketing Cloud campaigns, Marketing Cloud Account Engagement (Pardot) journeys, or custom Apex email services.

Eliciting, documenting, and structuring a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules. Use when a business needs to analyse or formalise its sales methodology before any Salesforce configuration begins. Trigger keywords: sales process design, stage discovery, entry criteria, exit criteria, stage gate, win/loss categorisation, sales methodology, pipeline stages, opportunity stage map...

Distinguish the six real reasons a Salesforce query can 'fail', and the protocol for diagnosing before declaring. Covers: object doesn't exist, not queryable in edition, permission-denied, field-level errors, namespace prefix missing, API version mismatch. NOT for SOQL performance tuning (use soql-optimization-patterns). NOT for Bulk API payload issues (use bulk-api-2-patterns).

Use when preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to stakeholders. Triggers: 'upcoming Salesforce release', 'release notes triage', 'Release Updates', 'sandbox preview opt-in', 'release readiness checklist', 'production upgrade date', 'feature impact', 'critical update'. NOT for deploying org-specific changes between sandboxes (use change-management-and-deployment), nor for lon...

Guide practitioners through opening, classifying, and escalating support cases with Salesforce Technical Support via the Help portal, including choosing the correct severity level, engaging Premier Success resources, using the Escalate to Technical Support Management path, and tracking incidents on the Trust site. NOT for configuring Salesforce Case Escalation Rules (declarative platform automation), Entitlement Management or SLA milestones, or building customer-facing support processes insid...

Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management. Triggers: 'create a survey', 'NPS score', 'survey invitation', 'survey response report', 'customer feedback form', 'guest user survey access'. NOT for custom-built LWC form components or third-party survey tools like SurveyMonkey or Qualtrics.

Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose. Triggers: 'Developer sandbox', 'Developer Pro', 'Partial Copy', 'Full sandbox', 'sandbox refresh', 'data masking', 'test environment', 'Gov Cloud sandbox'. NOT for scratch-org package workflows unless they affect environment planning.

Use this skill when writing, debugging, or optimizing SAQL queries in CRM Analytics — covering pipeline syntax, aggregation, windowing functions (rank, dense_rank, moving_average), cogroup joins, rollup subtotals, piggyback queries, and REST API execution. NOT for SOQL, standard Salesforce reports, SQL databases, or any non-CRM Analytics query language.

Use this skill when designing the UX and content strategy for a Salesforce-powered self-service portal or help center — covering pre-deflection article surfacing, Help Center search UX, friction-calibrated case submission forms, community peer support layers, and deflection measurement. Trigger keywords: design self-service portal, case deflection strategy, help center UX design, reduce support volume with self-service, knowledge base search experience. NOT for Experience Cloud technical setu...

Use this skill when setting up Service Cloud Voice with Amazon Connect — provisioning the contact center, configuring phone numbers, enabling real-time transcription, and configuring After Conversation Work Time. NOT for CTI adapter development, Open CTI customization, or custom Amazon Connect Lambda development outside the guided wizard.

Use this skill to configure a Lightning Service Console app in Salesforce — setting Console Navigation (split view), defining workspace tabs and subtabs, configuring the utility bar with Omni-Channel, Macros, and History, creating Quick Text entries, setting up keyboard shortcuts, and defining navigation rules per object. Trigger keywords: Service Console, console app, workspace tabs, subtabs, utility bar macros, Omni-Channel utility, split view, Quick Text, console navigation rules, keyboard...

Use when designing, auditing, or troubleshooting Salesforce record access. Triggers: 'OWD', 'role hierarchy', 'sharing rule', 'manual sharing', 'why can't user see record', 'why can user see too much'. NOT for object or field permissions - use permission and FLS skills for that.

Use this skill when configuring or troubleshooting NPSP soft credits, partial soft credits, or matching gift workflows — including OpportunityContactRole-based credit attribution, npsp__Partial_Soft_Credit__c records, and the Find Matched Gifts process. NOT for gift entry staging flows, recurring donation setup, or non-NPSP Salesforce Fundraising (Gift object) credit configurations.

Guidance on non-obvious runtime behaviors of Salesforce standard objects — polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger isolation, and Activity date fields. NOT for schema documentation or data modeling; NOT for custom object design; NOT for field-level security configuration.

Use when documenting, reviewing, or gathering requirements for Salesforce CPQ subscription lifecycle behavior: how amendments, renewals, upgrades, downgrades, and cancellations must work for a specific business. Trigger keywords: subscription requirements, amendment requirements, renewal requirements, proration requirements, co-termination, subscription ledger, upgrade downgrade policy. NOT for CPQ setup or configuration, not for Apex amendment API implementation, and not for Revenue Cloud ad...

Use when practitioners need to understand system-managed fields (CreatedDate, LastModifiedDate, SystemModstamp, CreatedById, LastModifiedById, IsDeleted) — their update behavior, indexing, and queryability. Triggers: 'difference between SystemModstamp and LastModifiedDate', 'how to query deleted records', 'set CreatedDate during data migration', 'why does LastModifiedDate not match SystemModstamp', 'Create Audit Fields permission'. NOT for field-level change tracking (use field-history-tracki...

Use this skill when gathering or evaluating requirements for a Salesforce Enterprise Territory Management (ETM) territory design: alignment criteria, coverage model selection, assignment rule logic, geographic considerations, hierarchy depth and breadth, and user-to-territory ratios. Trigger keywords: territory design, territory alignment, territory model requirements, sales coverage model, territory criteria, geographic territory, named account territory, overlay territory. NOT for ETM confi...

Use this skill when writing acceptance criteria for Salesforce features, structuring UAT test scripts from user stories, classifying defects found during UAT, or planning regression testing before a Salesforce release. Trigger keywords: UAT, user acceptance testing, test script, acceptance criteria, defect classification, regression testing, test plan, test case. NOT for automated testing (use flow-testing or apex-test-class-standards). NOT for writing user stories or eliciting requirements (...

Configuring User Access Policies (UAP) to automatically assign or revoke permission sets and permission set groups based on user attributes. Use when automating permission provisioning on user create/update without Apex triggers. Covers policy configuration, filter criteria, evaluation order, and PSL assignment. NOT for permission set design (use permission-set-architecture). NOT for delegated user management (use delegated-administration).

Use this skill to create, deactivate, freeze, or manage Salesforce users, assign user licenses and feature licenses, configure profiles and roles, set login hours and IP restrictions, and set up delegated administration. Triggers: adding a new user, deactivating a departing employee, license assignment, freezing a user account, delegated admin setup. NOT for permission sets (use permission-set-architecture) or sharing model design (use sharing-and-visibility).

Use when writing, auditing, or troubleshooting Salesforce Validation Rules. Triggers: 'validation rule', 'required field formula', 'rule fires unexpectedly', 'integration failing validation', 'data quality'. NOT for Flow-based validation — use admin/flow-for-admins for that.

Design Invocable Apex actions that return deterministic, agent-friendly errors instead of surfacing raw exceptions to the LLM. NOT for generic Apex exception handling or Flow fault paths.

Apex test patterns for @InvocableMethod agent actions: per-branch coverage, bulk safety, deterministic assertions. NOT for UI/LWC testing or agent conversational quality scoring.

Use when designing or reviewing Agentforce actions, including Flow actions, Apex invocable actions, prompt-template actions, action naming, input and output contracts, confirmation requirements, and safe error behavior. Triggers: 'agent actions', 'flow action for agent', 'agent invocable action', 'action schema design', 'agent action error handling'. NOT for topic boundary design or general Apex invocable guidance when the main concern is not an agent-facing action contract.

Use when deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile. Triggers: 'deploy agent to website', 'add Agentforce to Slack', 'enable agent for mobile app', 'configure embedded service for agent', 'agent API for custom integration', 'multi-channel agent deployment'. NOT for agent logic design — use agentforce/agent-topic-design or agentforce/agent-actions for topics, instructions, and action contracts.

Canonical go-live checklist for Agentforce deployments with rehearsed rollback and stakeholder sign-off records. NOT for general Salesforce release management (see release-management).

Observability for Agentforce: adoption, deflection, latency, cost, quality. NOT for agent evaluation/testing (see agentforce-eval-harness) or raw platform-event monitoring.

Control LLM spend and Apex governor exposure for high-traffic Agentforce agents via per-user token budgets and graceful fallback. NOT for API rate-limiting of REST endpoints.

Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types. Use when creating agents in source control, debugging agent metadata, or understanding the metadata lifecycle of GenAiPlugin/GenAiPlanner/BotVersion types. Triggers: 'how do I deploy an Agentforce agent using source control', 'what metadata types make up an Agentforce agent', 'agent test run command failing in CI pipeline', 'GenAiPlugin vs GenAiPlanner metad...

Pre-production security checklist for Agentforce deployments: permission scope, data exposure, authentication, logging. NOT for general Salesforce security review (see security-health-check).

Use when testing, evaluating, or building regression suites for Agentforce agents: conversation testing in Agent Builder, topic coverage and utterance testing, Testing API and AiEvaluationDefinition metadata, evaluation metrics (containment rate, escalation rate, CSAT, topic activation accuracy), and post-deploy analytics via Enhanced Event Logs. Triggers: 'how do I test my Agentforce agent', 'agent routes to wrong topic', 'write utterance tests', 'regression test after topic change', 'measur...

Use when designing or reviewing Agentforce topic structure, including topic boundaries, instruction quality, handoff rules, out-of-scope behavior, and topic-selector strategy. Triggers: 'agent topics', 'topic design', 'topic selector', 'agent scope boundary', 'handoff conditions'. NOT for action contract design or prompt-template wording when the main problem is not topic scoping.

Use when creating, configuring, auditing, or troubleshooting an Agentforce agent end-to-end: agent definition, agent user setup, channel assignment, system instructions, activation, and lifecycle management. Triggers: 'create agentforce agent', 'agent not appearing to users', 'how to activate agent', 'agent channel setup', 'agent lifecycle', 'deploy agent to production'. NOT for topic design or action contract design — use agentforce/agent-topic-design and agentforce/agent-actions respectively.

Use this skill when building custom channel integrations with the Agentforce Agent API or BYOC (Bring Your Own Channel) for CCaaS — covering session lifecycle management, webhook handling, externalSessionKey design, sequenceId sequencing, BYOC Interaction API integration, and conversation state management. NOT for standard channels (Embedded Service, Slack, SMS/MMS via standard Messaging). NOT for agent-channel-deployment (which handles standard channel setup and activation). NOT for custom a...

Author and run offline evals for Agentforce agents: fixture format, scoring rubrics, regression baselines, CI integration, prompt-change safety. Use BEFORE every prompt or tool change. Covers multi-turn transcripts, refusal checks, tool-call correctness, grounding accuracy. NOT for online A/B testing (use observability). NOT for general Salesforce test-class patterns (use apex-testing-patterns).

Use this skill when designing, auditing, or troubleshooting behavioral boundaries for Agentforce agents — including topic Scope fields, agent-level system instructions, topic/action filters, the Escalation topic, restricted topics, and Instruction Adherence monitoring. Trigger keywords: agent guardrails, agent out of scope, restrict agent behavior, topic scope, agent instructions, agent fallback, Escalation topic, abuse prevention, action filters. NOT for Trust Layer content filtering (Einste...

Use when configuring Slack-specific Agentforce capabilities AFTER the basic Slack deployment is complete: enabling Slack-native actions, managing public vs. private action scope, mapping Salesforce-to-Slack user identity, or troubleshooting Slack action failures. Triggers: 'add General Slack Actions topic to agent', 'configure canvas creation for Agentforce in Slack', 'Agentforce private action requires user identity mapping', 'Slack agent cannot send DMs after deployment', 'Agentforce Look U...

Design Agentforce conversations that span multiple turns without losing context: session variable scoping, conversation memory, clarifying-question patterns, topic-to-topic handoff, and the right abstractions for accumulating state across turns. NOT for single-turn agent actions (use agent-actions). NOT for channel-specific conversation UX (use agent-channel-deployment).

Use when monitoring Agentforce agent sessions, analyzing conversation logs, measuring deflection rates, or diagnosing agent performance issues. Triggers: 'agentforce session analytics', 'how to query agent conversation data', 'monitor agentforce agent effectiveness', 'agent deflection rate', 'utterance analysis agentforce'. NOT for Einstein Trust Layer audit logging (use einstein-trust-layer), NOT for agent topic design or guardrails (use agent-topic-design or agentforce-guardrails), NOT for ...

Use when defining or refining the tone, voice, and behavioral personality of an Agentforce agent: system instruction encoding, brand voice alignment, adaptive response formats, multi-persona strategies. NOT for agent topic design (use agent-topic-design) or testing methodology (use agent-testing-and-evaluation).