Claude Skills by BanibrataChatterjee

Use this skill when integrating with Salesforce Service Cloud REST APIs — specifically the Knowledge REST API (/knowledgeManagement/ for authoring, /support/knowledgeWithSEO/ for guest retrieval) and the Messaging for In-App and Web (MIAW) Enhanced Chat API. Trigger keywords: Knowledge article retrieval, data category filtering, URL-name lookup, Enhanced Chat API, legacy Chat REST API migration. NOT for generic REST API callouts from Apex (use apex__http-callouts), NOT for Salesforce REST API...

Use this skill when a developer needs to authenticate orgs with sf CLI, set up a Salesforce DX project, create scratch orgs, push or pull source between the local repo and a scratch org, deploy or retrieve metadata to sandboxes or production using package.xml manifests, or diagnose common sf CLI errors. Trigger keywords: sf CLI, sfdx, scratch org, source push, source pull, deploy, retrieve, package.xml, org login, sf project. NOT for full CI/CD pipeline design (use devops skills) or Metadata ...

Use this skill when writing or debugging SOQL queries: SELECT syntax, WHERE filters, ORDER BY, LIMIT, OFFSET, relationship queries (child-to-parent and parent-to-child), aggregate functions (COUNT, SUM, AVG, MIN, MAX), and date literals. Trigger keywords: soql, query, SELECT FROM WHERE. NOT for SOQL security enforcement (use soql-security), query optimization and index tuning (use soql-query-optimization), or SOSL full-text search.

Use when writing, reviewing, or troubleshooting Apex queries that may expose SOQL injection or CRUD/FLS issues. Triggers: 'Database.query', 'WITH USER_MODE', 'WITH SECURITY_ENFORCED', 'stripInaccessible', 'security review finding'. NOT for record-sharing design unless the main issue is Apex query security.

Use this skill when writing, debugging, or reviewing Server-Side JavaScript (SSJS) in Salesforce Marketing Cloud — Script Activities, Cloud Pages, and Landing Pages. Covers WSProxy for SOAP API access, Script.Util.HttpRequest for outbound REST calls, error handling patterns, execution limits, and SSJS/AMPscript interoperability. NOT for AMPscript-only personalization logic inside Email Studio sends, not for standard Apex (Salesforce Platform), and not for client-side JavaScript in Experience ...

Use when writing, reviewing, or debugging Apex test classes, test data factories, async test behavior, negative-path assertions, or callout mocking. Triggers: 'SeeAllData', 'Test.startTest', 'HttpCalloutMock', 'test data factory', 'missing assertions'. NOT for LWC Jest tests or code-coverage-only conversations detached from test design.

Use when writing or reviewing Apex, SOQL, or Flow logic that involves Date or Datetime fields: scheduling jobs, comparing dates across timezones, displaying Datetime values to users, filtering records by date literals, or persisting Datetime from external systems. NOT for calendar UI component layout, time-zone configuration in org settings, or Salesforce Connect external object date mapping.

Governance patterns for orgs where Apex triggers and record-triggered Flows both run on the same object. Covers field-write conflict prevention, single-entry-point consolidation, recursion guards across automation types, and automation inventory documentation. Use when inheriting a mixed-automation org, adding a Flow to an object that already has triggers, or resolving silent field-overwrite bugs. NOT for order-of-execution mechanics (use order-of-execution-deep-dive). NOT for trigger handler...

Use when writing, reviewing, or designing Apex triggers. Triggers: 'trigger', 'trigger handler', 'trigger framework', 'recursion', 'before insert', 'after update', 'one trigger per object'. NOT for Flow-based automation — use admin/flow-for-admins for declarative automation decisions.

Designing and debugging Visualforce pages: standard/custom controllers, view state management, CSRF and SOQL injection security, PDF rendering, Visualforce email templates. Use when building custom UI pages or PDF outputs on the Salesforce platform. NOT for LWC development (use lwc/* skills). NOT for Visualforce email template syntax (use email-services).

Use when gathering and documenting requirements for a Lightning Service Console deployment: agent workspace layout, page template selection, utility bar composition, macro requirements, case handling workflows, split-view navigation design, and licensing requirements. Triggers: service console requirements, agent workspace design, console page layout, utility bar planning, console licensing. NOT for console configuration steps or click-by-click setup (use admin/case-management), NOT for Omni-...

Use this skill to design and review the architecture for integrating external AI agents (Claude, ChatGPT, LangChain, custom LLM pipelines) with a Salesforce org — covering integration pattern selection (MCP vs. REST vs. Platform Events), auth model design, data exposure scope, org governor limit planning, and Well-Architected tradeoffs. Trigger keywords: AI agent Salesforce integration, agent-to-org architecture, LLM Salesforce access pattern, external AI org connectivity, agentic system org ...

System architecture for Salesforce AI governance: MLOps pipeline design, AI Audit Trail architecture, Einstein Trust Layer security design, Policy-as-Code engine, and regulatory compliance design for EU AI Act and similar frameworks. NOT for general Salesforce security architecture, AI ethics policy documentation, or individual Agentforce agent configuration.

Use this skill when designing or evaluating the holistic Salesforce AI platform strategy: model tier selection (Salesforce Default vs BYOLLM vs zero-data-retention partner models), Trust Layer design decisions at the architecture level, and multi-agent Supervisor/Specialist orchestration topology. Trigger keywords: AI platform strategy, model selection strategy, Supervisor agent topology, multi-agent orchestration, Einstein LLM gateway, BYOLLM architecture, trust layer design, agentic platfor...

Use when designing or auditing a Salesforce data architecture to support AI features — Einstein, Agentforce, Data Cloud, or custom ML models. Covers field-level data quality requirements, structured vs unstructured data placement, embedding-ready text field design, knowledge article structure for RAG grounding, Data Cloud harmonized data model, Einstein Feature Store patterns, grounding data for Agentforce actions, AI-ready field naming conventions, and data freshness requirements for model r...

Use this skill when designing CRM Analytics dataset architecture, planning dataflow or Recipe ELT strategies, implementing incremental extraction patterns, or integrating external data lakes (Snowflake, BigQuery, Redshift). Trigger keywords: CRM Analytics dataset design, dataflow performance, Recipe incremental, remote connection data lake, analytics ELT strategy, dataset row limits. NOT for standard Salesforce object data modeling, Salesforce Data Cloud architecture, or MuleSoft integration ...

Use this skill when embedding a CRM Analytics dashboard into a Lightning App Builder page, Experience Cloud page, or when embedding a custom LWC inside an Analytics dashboard. Trigger keywords: wave-wave-dashboard-lwc, wave-community-dashboard, analytics__Dashboard target, embed dashboard, record-id context filtering, dashboard state JSON, analytics component. NOT for standard LWC development unrelated to Analytics dashboards, NOT for designing dashboard content or datasets, NOT for CRM Analy...

Use this skill when designing or auditing CRM Analytics (formerly Einstein Analytics / Tableau CRM) data access controls: row-level security predicates, dataset-level visibility, app-level sharing roles, sharing inheritance configuration, and cross-dataset security embedding strategies. Trigger keywords: CRM Analytics security, row-level security predicate, Analytics dataset access, sharing inheritance, security predicate design, cross-dataset security, analytics entitlement dataset. NOT for ...

Use this skill when designing API-led connectivity architecture for Salesforce integrations — covering System/Process/Experience layer separation, governance policy (catalog, versioning, deprecation, rate limits), multi-consumer strategy, and Agentforce Agent Fabric integration. Trigger keywords: API-led connectivity, MuleSoft three-tier, System API, Process API, Experience API, integration layer governance, API versioning policy, Agent Fabric. NOT for individual Apex callout implementation (...

Use this skill when designing or evaluating the architecture of a Salesforce Commerce implementation that involves choosing between B2B Commerce (on Core, Lightning platform) and B2C Commerce (Salesforce Commerce Cloud / SFCC). Trigger keywords: B2B vs B2C architecture, SFCC vs B2B Commerce, Commerce Cloud platform decision, B2B data model architecture, B2C storefront architecture, commerce infrastructure comparison, platform selection architecture. NOT for implementation mechanics — use admi...

Architecture guidance for Salesforce FSC banking and Digital Lending: loan origination platform design, ResidentialLoanApplication data model, payment processing integration patterns, and account servicing workflow architecture. NOT for implementation-level OmniScript development, FSC Insurance Cloud, or generic CRM data modeling.

Use this skill when designing or assessing a Salesforce case deflection program — identifying high-frequency contact reasons, selecting deflection channels, and defining KPIs such as deflection rate and goal completion rate. Trigger keywords: case deflection, self-service, Einstein Conversation Mining, chatbot containment, knowledge-led deflection, contact reason analysis. NOT for Experience Cloud site setup, Einstein Bot dialog authoring, or Omni-Channel routing configuration.

Use when designing or reviewing the end-to-end stage sequence, promotion strategy, and quality gates for a Salesforce CI/CD pipeline. Trigger keywords: pipeline stages, promotion strategy, quality gate, deployment gate, CI validation sandbox, staging environment, pipeline design, release strategy, rollback strategy, environment topology. NOT for configuring an individual CI tool (GitHub Actions, GitLab CI, Jenkins) — use devops/github-actions-for-salesforce or devops/gitlab-ci-for-salesforce....

Use this skill when designing or diagnosing end-to-end integration between Salesforce B2B or D2C Commerce and external systems — including ERP pricing/inventory, PIM product sync, payment gateways, shipping providers, tax engines, and order management systems (OMS). Covers CartExtension Apex namespace (PricingCartCalculator, ShippingCartCalculator, InventoryCartCalculator), RegisteredExternalService custom metadata, payment gateway architecture, and Product2 External ID patterns. NOT for gene...

Use when designing or evaluating a Salesforce conversational AI deployment that involves Agentforce agents, Einstein Bots, or a combination of both. Triggers: Agentforce topic design, Einstein Bot handoff to Agentforce, multi-agent orchestration, conversational channel routing, Atlas Reasoning Engine behavior. Does NOT cover Einstein Bot standalone implementation (see einstein-bot-architecture), Omni-Channel routing for human agents, or Flow-only automation without a conversational surface.

CPQ solution architecture covering bundle design, pricing engine performance, multi-currency strategy, and integration patterns. Trigger keywords: CPQ architecture, quote scalability, bundle design, QCP performance, CPQ integration, large quote, pricing waterfall, ServiceRouter. NOT for individual feature design such as configuring specific Price Rules or Discount Schedules — see cpq-pricing-rules or pricing-model-design instead.

Use this skill when designing or troubleshooting an integration between Salesforce CPQ and an ERP system (SAP, Oracle, NetSuite, Microsoft Dynamics). Covers the canonical order transmission trigger, pricing data mastery strategy, amendment delta-quantity handling, and non-blocking inventory checks during quoting. NOT for generic Salesforce-to-ERP integration without CPQ, standard Quote-to-ERP patterns that do not involve SBQQ objects, or CPQ-internal configuration such as pricing rules, bundl...

Use when deciding whether to implement Salesforce CPQ or stay with standard Products and Pricebooks for quoting and pricing. Triggers: 'should we buy CPQ or use standard pricebooks', 'is CPQ worth the cost for our quoting process', 'product bundling without CPQ', 'guided selling vs manual product selection', 'complex pricing rules or multi-dimensional discounting'. NOT for CPQ implementation details, NOT for CPQ package installation or configuration, NOT for Revenue Cloud Advanced.

Use when deciding between CRM Analytics (formerly Einstein Analytics / Tableau CRM) and Tableau Desktop, Tableau Server, or Tableau Cloud for a Salesforce-centric analytics requirement. Triggers: 'CRM Analytics vs Tableau', 'which BI tool for Salesforce', 'Tableau for Salesforce data', 'Einstein Analytics vs Tableau', 'analytics platform decision', 'licensing comparison CRM Analytics Tableau', 'Tableau Next', 'Tableau+ for Salesforce'. NOT for implementation guidance on configuring CRM Analyt...

Use when designing or evaluating a Data Cloud implementation architecture — covering data lake strategy (DSO/DLO/DMO layers), identity resolution rule design, activation target configuration, and segmentation strategy. Trigger phrases: Data Cloud architecture design, identity resolution strategy, activation target setup, data lakehouse layers, unified profile design, Data Cloud segment activation, DMO mapping strategy, golden profile design. NOT for individual data stream ingestion setup, not...

Use when designing conversational AI architecture on Salesforce: Einstein Bot dialog design, Agentforce Agent topic planning, intent models, NLU training strategy, bot-to-agent handoff, escalation paths, knowledge article surfacing, and bot analytics. Triggers: 'einstein bot architecture', 'agentforce dialog design', 'bot handoff to agent', 'intent model training'. NOT for bot implementation code, Apex action authoring, Flow screen design, or Omni-Channel routing rule configuration.

Use this skill to architect CRM Analytics dashboard embedding in Lightning pages, Experience Cloud, or Visualforce — covering dashboard context strategy, filter/state management, cross-dashboard context propagation, performance optimization, and LWC vs Aura component selection. Trigger keywords: embed CRM Analytics dashboard, embedded analytics Lightning page, analytics dashboard filter, wave dashboard LWC, analytics state attribute. NOT for CRM Analytics dashboard design/building (use analyt...

Use this skill to select the correct Experience Cloud external user license type for a portal or community. Trigger keywords: Customer Community vs Partner Community, login-based vs member-based license, External Apps license, external user license selection, Experience Cloud license tiers. NOT for internal Salesforce employee licensing. NOT for Marketing Cloud licensing. NOT for ISV or OEM licensing.

Use this skill when architecting how Health Cloud connects to external EHR/EMR systems via FHIR R4 — covering integration pattern selection, transformation layer design, MuleSoft Accelerator usage, and EMR bidirectional sync topology. NOT for individual FHIR REST API call implementation, NOT for FHIR object-level data mapping or Apex code that reads/writes specific Health Cloud objects, and NOT for HL7 v2 message parsing internals.

Use this skill when designing FSL integrations: ERP parts/inventory sync, GPS/fleet management integration, IoT-triggered work order creation, and customer notification workflows. Trigger keywords: FSL ERP integration, ProductConsumed ERP sync, GPS fleet integration FSL, IoT work order trigger, customer notification FSL integration. NOT for generic Salesforce integration patterns, FSC integration (covered by architect/fsc-integration-patterns-dev), or Health Cloud integration.

Use this skill when designing FSL for multiple geographic regions or timezones: territory timezone configuration, cross-territory resource assignment, concurrent optimization serialization, and regional scheduling boundaries. Trigger keywords: multi-region FSL, FSL timezone territories, cross-territory resource scheduling, concurrent optimization territories, international FSL deployment. NOT for multi-org strategy, single-timezone single-region FSL deployments, or Experience Cloud multi-regi...

Use this skill when designing FSL Mobile offline-first architecture: data priming strategy, priming limits, conflict resolution patterns, and sync failure handling. Trigger keywords: FSL offline priming, briefcase sync FSL, offline data limits, conflict resolution MERGE_ACCEPT_YOURS, ghost records FSL. NOT for LWC offline-and-mobile (generic LWC offline, covered by lwc/lwc-offline-and-mobile), standard Salesforce Mobile App offline, or Experience Cloud offline.

Use this skill when designing or evaluating the FSL scheduling engine architecture: optimization mode selection (Global/In-Day/Resource/Reshuffle), ESO adoption strategy, territory sizing for optimization, and fallback planning. Trigger keywords: FSL optimization engine, ESO enhanced scheduling, global optimization timeout, in-day optimization, OAAS architecture, territory optimization design. NOT for admin-level scheduling policy configuration, scheduling rule setup in Setup, or per-appointm...

Use this skill when connecting a Salesforce Nonprofit Cloud or NPSP org to fundraising-adjacent systems: payment gateways via Salesforce.org Elevate, wealth screening tools (iWave, DonorSearch), email marketing platforms (Marketing Cloud, Pardot), and event management platforms. Trigger keywords: payment gateway nonprofit, Elevate payment services, GiftTransaction API, wealth screening integration, iWave Salesforce, DonorSearch scores, donor email marketing sync, event registration fundraisin...

Designing high availability and disaster recovery strategies for Salesforce: Trust site monitoring, backup strategies, cross-region considerations, business continuity planning, RTO/RPO target definition, and failover patterns for integrations. Use when designing org resilience architecture, planning for outages, or defining recovery objectives. NOT for data backup mechanics (use salesforce-backup-and-restore). NOT for general security architecture (use security-architecture-review).

Use when choosing between Headless, LWR (Lightning Web Runtime), or Aura as the Experience Cloud frontend architecture: performance tradeoffs, developer cost, migration readiness, and flexibility. Trigger keywords: headless vs LWR, LWR vs Aura, Experience Cloud architecture decision, site performance architecture, community site technology choice. NOT for implementing a chosen architecture, NOT for Experience Builder component development, NOT for CMS headless content delivery via Connect RES...

Use this skill when architecting Health Cloud orgs that must satisfy geographic data residency, HIPAA, GDPR, or national health-data regulations on Hyperforce — including scoping the HIPAA BAA, mapping transient processing exceptions, and documenting which features require separate compliance addenda. NOT for generic multi-region Salesforce architecture unrelated to healthcare data, and NOT for non-healthcare data residency requirements (use a general Hyperforce architecture skill for those).

Use this skill when designing the license model, cloud topology, and org structure for a Salesforce Health Cloud implementation that involves more than one Salesforce cloud product (Experience Cloud patient portals, OmniStudio engagement flows, Marketing Cloud care campaigns, or Service Cloud case management). Trigger keywords: Health Cloud multi-cloud, patient portal licensing, Health Cloud Experience Cloud add-on, OmniStudio Health Cloud PSL, Marketing Cloud HIPAA BAA healthcare, multi-clou...

Use when designing or reviewing Salesforce orgs with large Opportunity and Account volumes, including archival strategy, report performance, data skew prevention, SOQL tuning for sales queries, and index planning. Triggers: 'opportunity table is slow', 'account ownership skew', 'sales report timing out', 'archive old opportunities'. NOT for generic large data volume planning across arbitrary custom objects, non-sales data models, or Marketing Cloud data extensions.

Use this skill to design HIPAA-compliant Salesforce org architectures for healthcare organizations storing or processing Protected Health Information (PHI). Trigger keywords: HIPAA BAA, PHI storage, Shield encryption, Health Cloud compliance, HIPAA technical safeguards, covered entity Salesforce architecture. NOT for general security architecture or non-healthcare compliance.

Use this skill when designing hybrid on-premises-to-Salesforce integration architectures: DMZ relay patterns, reverse proxy configuration, VPN connectivity, Salesforce Private Connect (AWS PrivateLink) topology, and data residency patterns for regulated data. Trigger keywords: on-premises to Salesforce integration network topology, DMZ relay Salesforce, hybrid integration VPN, Private Connect architecture, data residency Salesforce hybrid. NOT for cloud-to-cloud only integration patterns, OAu...

Use this skill when selecting which Salesforce Industries (vertical) cloud fits a customer's industry and requirements — evaluating data model compatibility, licensing implications, and customization vs configuration tradeoffs before committing to a vertical cloud. Trigger keywords: which industry cloud should I use, Communications Cloud vs Health Cloud, Industries licensing, vertical cloud selection, Salesforce Industries portfolio, industry cloud comparison. NOT for implementation of any in...

Reference guide for Salesforce Industries cloud data models: Insurance Cloud (InsurancePolicy hierarchy), Communications Cloud (Account record types, BillingAccount), Energy & Utilities (ServicePoint, ServiceContract), and Health Cloud (CarePlan, FHIR-aligned patient objects). NOT for standard Sales/Service Cloud data model or FSC retail banking model.

Use when designing or reviewing the integration layer between Salesforce Industries clouds (Insurance, Communications, Energy & Utilities) and vertical backend systems such as policy administration systems, BSS/OSS platforms, or Customer Information Systems (CIS). NOT for generic Salesforce integration patterns unrelated to industry verticals, NOT for OmniStudio component design decisions (see omnistudio-vs-standard-architecture), NOT for FSC data model or module licensing (see insurance-clou...

Architecture guidance for Salesforce Insurance Cloud on FSC: module licensing strategy, policy administration object model, claims processing workflow design, underwriting rule integration, and channel routing. NOT for Health Cloud payer architecture, FSC retail banking, or implementation-level OmniScript development.