Claude Skills by BanibrataChatterjee

Step-by-step setup and configuration of Einstein for Sales AI features: Opportunity Scoring, Pipeline Inspection AI insights, Einstein email insights and composition, and Forecasting AI. Covers prerequisites, license checks, feature sequencing, and data readiness validation. NOT for core Agentforce agent creation, agent topic design, Einstein Trust Layer configuration, or Einstein Activity Capture troubleshooting.

Use this skill to verify prerequisites, license entitlements, and org readiness before enabling Einstein for Service AI features: Case Classification, Article Recommendations, Reply Recommendations, and Work Summaries. Trigger keywords: Einstein for Service setup, enable Case Classification, enable Article Recommendations, enable Reply Recommendations, enable Work Summaries, Einstein generative AI prerequisites, Data Cloud for Work Summaries. NOT for core Agentforce agent setup, Agent Builder...

Pick the right tool shape for each agent action: Apex invocable vs Flow action vs External Service vs Prompt Template vs Data Cloud retrieval. Covers action selection by use case, argument design for LLM clarity, return-shape contracts, error-surfacing, cost implications, and when to chain tools vs keep a single action. NOT for authoring a specific action (use custom-agent-actions-apex). NOT for topic design (use agent-topic-design).

Use when building custom Apex-based actions for Agentforce agents: designing @InvocableMethod classes for Atlas Reasoning Engine invocation, defining input/output schema, handling errors, and managing security context. NOT for standard out-of-the-box agent actions, Flow-based actions, or general @InvocableMethod usage in Flow (use flow/* skills).

Use this skill when developing Data Cloud vector search capabilities: configuring search indexes, selecting chunking strategies (Easy Setup vs Advanced Setup), generating embeddings via the Salesforce-managed model, calling the Query API with a Data Cloud access token, and wiring retrieval to Agentforce grounding. NOT for Data Cloud admin, data model design, or standard CRM Connected App token management.

Use when migrating an existing Einstein Bot (legacy or Enhanced) to Agentforce: feature mapping, conversation design translation, cutover planning, hybrid bot/agent architecture, and context handoff. Triggers: 'migrate einstein bot to agentforce', 'convert legacy bot to agentforce', 'einstein bot retiring deadline', 'hybrid bot agentforce pattern', 'bot dialog to topic migration'. NOT for new Agentforce setup with no existing bot — use agentforce/agentforce-agent-creation instead.

Sales-specific AI features in Sales Cloud: Einstein Opportunity Scoring setup and optimization, Einstein Activity Capture configuration, AI email generation, Pipeline Inspection AI insights, and Einstein Relationship Insights. NOT for core Agentforce setup, agent topic design, or Einstein Trust Layer configuration.

Service-specific AI features in Service Cloud: Case Classification setup and optimization, Article Recommendations configuration, Reply Recommendations, Work Summary (After-Visit Summary), Service Replies with Einstein, Auto-Routing, and Einstein Conversation Mining. NOT for core Agentforce setup, agent topic design, Agent Builder configuration, or Einstein Trust Layer setup.

Use this skill when integrating Einstein Discovery predictions into Salesforce apps, automating bulk scoring jobs, deploying stories as prediction definitions, managing models via API, or querying prediction history. Trigger keywords: Einstein Discovery, smartdatadiscovery, predict endpoint, bulk scoring job, model refresh job, prediction definition, story deployment, regression prediction, multiclass prediction, CRM Analytics ML. NOT for CRM Analytics dashboard design, TCRM dataset managemen...

Guide practitioners through building Einstein Next Best Action strategies using Flow Builder, configuring Recommendation records, and surfacing recommendations via the Actions & Recommendations Lightning component. Trigger keywords: next best action, NBA strategy, surface recommendations. NOT for Einstein Prediction Builder model training, Einstein Bots conversation design, or Agentforce agent topic routing.

Einstein Prediction Builder for creating custom binary classification predictions on Salesforce objects: field selection, training data requirements, model activation, score embedding, and monitoring. NOT for Einstein Discovery (Tableau CRM Analytics) or Agentforce agent creation.

Einstein Search personalization: configure search result ranking, promoted results, searchable objects, and Natural Language Search (NLS) for Lightning Experience. Triggers when users ask about search personalization signals, why search results feel irrelevant, how to enable NLS conversational queries, or how to manage Einstein Search settings in Setup. NOT for SOSL query authoring, Experience Cloud search customization, or Commerce storefront search tuning.

Use this skill when configuring, auditing, or troubleshooting Salesforce Einstein Trust Layer security controls for generative AI features including Agentforce, Einstein Copilot, and Prompt Builder. Trigger keywords: trust layer, data masking, zero data retention, ZDR, toxicity detection, AI audit trail, grounding controls, PII masking LLM, Einstein generative AI security. NOT for agent action development, LWC component authoring, or non-AI data governance (see data-quality-and-governance ski...

Use this skill to implement custom Apex MCP tool classes by extending McpToolDefinition from the salesforce-mcp-lib package. Covers inputSchema(), validate(), and execute() override patterns, JSON schema construction, SOQL and DML inside tools, error handling, and tool registration in the Apex REST endpoint. Trigger keywords: McpToolDefinition, extend McpToolDefinition, Apex MCP tool, mcp-tool Apex, JSON-RPC tool, salesforce-mcp-lib tool class. NOT for the initial server installation and prox...

Use when configuring Model Builder in Salesforce to register external LLMs or select standard models for Agentforce and Einstein features. Covers model registration, API key configuration, model aliases, and cost/performance tradeoffs. NOT for Trust Layer configuration (use agentforce-trust-layer).

Use when creating, reviewing, or troubleshooting Prompt Builder templates (Field Generation, Record Summary, Sales Email, or Flex types), including grounding with merge fields, Flow, or Apex. Trigger keywords: prompt template, Prompt Builder, field generation, record summary, sales email template, flex template, grounding, merge fields, LLM template, Einstein generative AI. NOT for agent topic instructions, Copilot action configuration, or Data Cloud segment activation.

Red-team an Agentforce agent against prompt-injection and jailbreak attacks; codify test cases and guardrails. NOT for general application-security reviews outside the agent boundary.

Lifecycle management for Prompt Builder templates: version, test, promote, roll back via CMDT-backed bindings. NOT for authoring initial templates or generic prompt engineering.

Use this skill when grounding Agentforce agents with retrieved knowledge using Data Cloud vector search, configuring vector search indexes, selecting chunking and embedding strategies, or controlling how retrieved context flows through the Einstein Trust Layer into prompts. NOT for Data Cloud data model setup (use a Data Cloud skill), NOT for Agentforce agent creation or topic design (use agentforce-agent-creation or agent-topic-design), and NOT for BYO LLM configuration (use model-builder-an...

Use this skill to install and configure the salesforce-mcp-lib Apex package and npm stdio proxy so that an MCP client (Claude Desktop, Cursor, ChatGPT) can call Salesforce org data and logic via the Model Context Protocol. Trigger keywords: MCP server, salesforce-mcp-lib, Claude Desktop Salesforce, MCP proxy setup, Apex JSON-RPC, MCP Connected App. NOT for Salesforce Hosted MCP Servers (Agentforce-native hosted endpoints), NOT for Flow-based tool definitions, NOT for OmniStudio integrations.

Use this skill when extracting Salesforce data for consumption by external LLMs or vector stores outside the Salesforce ecosystem — covering Bulk API v2 extraction patterns, PII scrubbing before transmission, chunking and embedding pipelines that run in external infrastructure, and non-Data-Cloud vector store ingestion (Pinecone, pgvector, Weaviate, OpenSearch). Trigger keywords: export Salesforce data to external LLM, Bulk API extract for embeddings, send Salesforce records to OpenAI, pipe S...

Use when calling AI models from Apex code — including the aiplatform.ModelsAPI External Services wrapper, Einstein Platform Services (Vision and Language), response parsing, token lifecycle management, and caching strategies. Trigger keywords: aiplatform.ModelsAPI, createGenerations, createChatGenerations, createEmbeddings, Einstein Platform Services, Einstein Vision, Einstein Language, ModelsAPI callout, AI callout from Apex. NOT for Agentforce actions, Einstein Next Best Action, or Prompt B...

Use this skill when writing, debugging, or reviewing AMPscript in Marketing Cloud email bodies, subject lines, preheaders, SMS, push notifications, or Cloud Pages — including Lookup/LookupRows data retrieval, IF/ELSEIF conditional blocks, FOR loops over rowsets, and inline personalization. NOT for Server-Side JavaScript (SSJS), REST API calls from content, SQL Query Activities, or Journey Builder configuration.

Use when diagnosing or preventing Apex CPU time and heap size problems, including nested-loop refactors, JSON memory pressure, string work, and `Limits.getCpuTime()` checkpoints. Triggers: 'CPU time limit exceeded', 'heap size too large', 'string concatenation', 'regex in loop', 'Limits.getCpuTime'. NOT for generic SOQL/DML governor-limit basics without a CPU or heap bottleneck.

Use when structuring Apex into service, selector, domain, factory, and dependency-injection layers for maintainability and testability. Triggers: 'service layer', 'selector pattern', 'domain layer', 'dependency injection', 'fat trigger/controller'. NOT for installing a specific third-party framework or debating package-level architecture outside Apex code structure.

Use this skill when implementing inbound email processing via Apex: parsing emails sent to a Salesforce-hosted address, creating or updating records from email content, handling attachments, or configuring Email Service routing. Trigger keywords: InboundEmailHandler, email service address, handleInboundEmail, Messaging.InboundEmail, Email-to-Case alternative, process email in Apex. NOT for outbound email templates, Messaging.SingleEmailMessage, workflow email alerts, or Email-to-Case declarat...

Sharing records programmatically via Apex: Share objects, row cause, sharing recalculation, with/without sharing patterns. NOT for declarative sharing rules (use sharing-and-visibility).

Use when Apex code must create or update metadata programmatically at runtime — custom fields, objects, picklist values, labels, or other supported types — using the Metadata namespace (Metadata.Operations, Metadata.DeployCallback). Triggers: 'Metadata.Operations', 'Metadata.CustomField from Apex', 'deploy metadata from Apex', 'enqueueDeployment', 'create a custom field programmatically', 'post-install script metadata setup'. NOT for Metadata API REST/SOAP (use metadata-api-and-package-xml) a...

Use when choosing or implementing Apex test doubles with `Test.setMock`, `HttpCalloutMock`, `StaticResourceCalloutMock`, or `StubProvider`, and when designing code seams to support those doubles cleanly. Triggers: 'StubProvider', 'Test.createStub', 'HttpCalloutMock', 'StaticResourceCalloutMock', 'mocking infrastructure'. NOT for general Apex test design outside the mocking and seam problem.

Use when diagnosing where Apex transactions spend CPU, heap, SOQL, or DML time using the Salesforce diagnostic toolchain: Apex Log Analyzer flame graphs in VS Code, Developer Console execution timeline, SOQL Query Plan tool, and Limits-class checkpoint instrumentation. Triggers: 'why is my Apex slow', 'flame graph Apex', 'profile Apex transaction', 'Query Plan tool', 'Apex Log Analyzer'. NOT for fixing specific CPU or heap patterns after the hotspot is found (use apex-cpu-and-heap-optimizatio...

Use when designing, implementing, reviewing, or debugging Queueable Apex jobs that chain, use the Finalizer interface, pass state across transactions, or need controlled async depth. Trigger keywords: 'Queueable', 'System.enqueueJob', 'Finalizer', 'QueueableContext', 'AsyncOptions', 'stack depth', 'chained queueable'. NOT for basic async Apex mechanism selection (use async-apex), NOT for large-volume record processing where Batch Apex is the right tool (use batch-apex-patterns).

Use when building, reviewing, or debugging inbound Apex REST resources, request/response handling, status codes, versioned URL mappings, or JSON serialization in `@RestResource` classes. Triggers: 'Apex REST', '@RestResource', 'HttpGet/HttpPost', 'RestContext', 'versioned endpoint'. NOT for outbound HTTP callouts or standard Salesforce REST API usage as a consumer.

Scheduling Apex classes using the Schedulable interface: implementing execute(), cron expressions, System.schedule(), monitoring CronTrigger records, job limits, and job chaining patterns. NOT for Batch Apex scheduling (use batch-apex-patterns) or Flow scheduled paths.

Use when designing, reviewing, or debugging Apex execution context, sharing keywords, CRUD/FLS enforcement, system-vs-user mode behavior, or secure write patterns. Triggers: 'with sharing', 'inherited sharing', 'stripInaccessible', 'AuraEnabled security', 'CRUD FLS'. NOT for SOQL injection review alone — use apex/soql-security for query-specific hardening.

Use when selecting, designing, or reviewing Queueable, Batch, Future, or Schedulable Apex for callouts, large data processing, retries, or background work. Triggers: 'queueable vs batch', 'future method', 'flex queue', 'async job failed', 'schedule apex'. NOT for Platform Events or a deep-only Batch Apex implementation guide.

Use when designing, reviewing, or debugging Batch Apex contracts, scope sizing, stateful behavior, chaining, and AsyncApexJob monitoring. Triggers: 'Database.Batchable', 'Database.Stateful', 'executeBatch', 'batch scope', 'AsyncApexJob'. NOT for generic async choice discussions where Queueable or Future might still be the better tool.

Use when programmatically generating invoices, integrating payment gateways, automating credit notes, or calling Salesforce Billing Apex APIs (blng.InvoiceAPI, blng.TransactionAPI) from custom Apex code. Trigger keywords: billing apex, blng.InvoiceAPI, blng.TransactionAPI, payment gateway adapter, invoice generation apex, credit note apex, programmatic invoice. NOT for admin billing setup, billing rule configuration, billing policy UI, or Invoice Run scheduling.

Use when diagnosing, preventing, or refactoring the 'You have uncommitted work pending' CalloutException caused by mixing DML and callouts in the same Apex transaction. Triggers: 'uncommitted work pending', 'callout after DML', 'DML between callouts'. NOT for general HTTP callout construction, Named Credential setup, or async Apex design in isolation.

Use when building, reviewing, or debugging outbound Apex HTTP callouts, Named Credentials, request/response handling, timeout behavior, or mock-based tests. Triggers: 'HttpRequest', 'Named Credential', 'callout exception', 'uncommitted work pending', 'HttpCalloutMock'. NOT for inbound Apex REST service design or non-HTTP integration architecture.

Use when writing Apex triggers on the Case object — specifically for invoking assignment rules programmatically, auto-associating entitlements in a trigger, handling merge trigger behavior on losing records, or understanding why milestone completion does not fire automatically when a case closes. Trigger keywords: 'case trigger', 'case assignment rule apex', 'entitlement auto-association trigger', 'case merge trigger', 'MasterRecordId case', 'Database.DmlOptions AssignmentRuleHeader', 'milest...

Use this skill when writing or reviewing Apex change event triggers: trigger syntax on ChangeEvent objects, reading ChangeEventHeader fields (changeType, changedFields, recordIds, commitUser), handling CREATE/UPDATE/DELETE/UNDELETE and GAP events in Apex, and configuring entity tracking. NOT for platform events published by application code (use apex/platform-events-apex). NOT for external CDC subscribers via CometD or Pub/Sub API (use integration/change-data-capture-integration).

Use this skill when implementing clinical decision support in Health Cloud: creating ClinicalAlert records via Apex or Flow, ingesting CareGap records from external clinical rules engines, displaying CDS alerts in FlexCard UIs, and integrating the Business Rules Engine for custom protocol checks. NOT for standard Flow automation unrelated to clinical decision support, or for clinical rules engine design outside of Salesforce.

Use this skill when building or debugging headless B2C Commerce storefront order submission using the Salesforce Commerce API (SCAPI) ShopAPI Orders endpoint or the legacy OCAPI /orders resource. Covers SCAPI order creation, SLAS authentication for shopper order access, OCAPI order placement and amendment, order status retrieval from the storefront layer, and notification/webhook configuration for order events. NOT for standard REST API (no generic CRUD against Order SObject). NOT for OMS Con...

Use this skill when building or debugging a custom Salesforce Commerce payment gateway adapter using the CommercePayments Apex namespace — covering adapter implementation, RequestType handling, PCI tokenization patterns, and integration path selection. NOT for billing (Salesforce Billing / blng namespace), NOT for configuring the legacy sfdc_checkout.CartPaymentAuthorize interface (see admin/commerce-checkout-configuration), and NOT for storefront UI payment form design.

Use this skill to configure and tune search in B2B Commerce or D2C Commerce storefronts: searchable attributes, facetable attributes, sort rules, search index rebuilds, Einstein product recommendations, and BuyerGroup entitlement visibility. Trigger keywords: commerce search ranking, faceted navigation commerce, search index rebuild, Einstein recommendations storefront, product not appearing in search. NOT for SOSL query development, Experience Cloud federated search, Salesforce Search for no...

Diagnosing and resolving common Apex runtime exceptions: NullPointerException, QueryException, DmlException, ListException, LimitException, TypeException. Use when debugging Apex runtime failures or writing defensive code. NOT for error handling framework design (use error-handling-framework). NOT for governor limit prevention strategies (use governor-limits). NOT for structuring try/catch blocks (use exception-handling).

Use when making long-running HTTP callouts from Visualforce or LWC that exceed the synchronous callout timeout limit, using the Apex Continuation class for async callout execution. NOT for synchronous callouts (use callouts-and-http-integrations) or queueable async patterns.

Use when implementing Salesforce CPQ plugin interfaces in Apex or JavaScript (JS QCP) to customize quote calculation, product search, order creation, contracting, or configuration screens. Trigger keywords: SBQQ plugin, QuoteCalculatorPlugin, ProductSearchPlugin, OrderPlugin, ContractingPlugin, ConfigurationInitializerPlugin, SBQQ__CustomScript__c, JS QCP, calculate callback, CPQ plugin registration. NOT for standard Apex triggers on SBQQ__Quote__c or SBQQ__QuoteLine__c. NOT for Flow-based cu...

Use when programmatically driving Salesforce CPQ operations from Apex or REST — creating quotes, adding products, calculating pricing, saving quotes, amending contracts, or renewing contracts through the SBQQ.ServiceRouter API. Trigger keywords: CPQ API, SBQQ.ServiceRouter, QuoteCalculator, QuoteReader, QuoteSaver, QuoteProductAdder, ProductLoader, ContractAmender, ContractRenewer, programmatic quote, calculate callback, CPQ REST API. NOT for standard REST API or Salesforce Connect. NOT for d...

Use when adding, configuring, or troubleshooting custom action buttons in the Salesforce CPQ Quote Line Editor (QLE), product configurator, or amendment/renewal screens. Trigger keywords: CPQ custom action, QLE button, SBQQ__CustomAction__c, CPQ Flow button, CPQ URL action. NOT for standard Salesforce quick actions on non-CPQ objects, Lightning Experience action bars outside the QLE, or CPQ Price Rules and Product Rules.