Claude Skills by BanibrataChatterjee

Use when analyzing B2C Commerce storefront metrics (conversion funnel, cart abandonment, product performance, revenue trends) via the Business Manager Reports and Dashboards app, or when deriving B2B Commerce analytics via SOQL on core platform objects or the CRM Analytics B2B Commerce template. NOT for CRM Analytics platform configuration, Einstein Analytics, Experience Cloud analytics, or general Salesforce report builder usage.

Use when managing inventory data in Salesforce Omnichannel Inventory (OCI) — covers stock level APIs, warehouse location mapping, IMPEX bulk upload, inventory availability queries, reservation management, and reorder point design. NOT for Field Service Lightning inventory management, Salesforce standard Product object stock fields, or CPQ product configuration.

Use when migrating historical order records into Salesforce Order Management — covers the required object creation sequence (Order > OrderDeliveryGroup > OrderItem > OrderSummary), LifeCycleType=Unmanaged for historical orders, and OrderSummary creation via ConnectAPI. NOT for standard Opportunity migration, CPQ legacy order migration using SBQQ objects, or active order processing.

Use when analyzing Experience Cloud site analytics including login metrics, member engagement, page view tracking, and content performance. Triggers: Experience Cloud site analytics, community member engagement data, portal login tracking, page view reports community, GA4 Experience Cloud integration. NOT for CRM Analytics or Tableau CRM. NOT for internal Salesforce reporting on standard CRM objects.

Use this skill to migrate external community/portal user accounts at scale: bulk creating Experience Cloud users via Data Loader, migrating users between license types (Customer Community to Customer Community Plus, or to Partner Community), importing Customer Portal users into Experience Cloud, and resolving Contact/Account hierarchy prerequisites. Trigger keywords: migrate community users, import external users Experience Cloud, bulk create portal users, move users between license types, mi...

Use this skill when designing, implementing, querying, or troubleshooting the Health Cloud consent data model — specifically the five-object HIPAA authorization hierarchy (DataUsePurpose → AuthorizationForm → AuthorizationFormText → AuthorizationFormDataUse → AuthorizationFormConsent). Trigger keywords: authorization form consent, ConsentGiverId, AuthorizationFormConsent SOQL, CareProgramEnrollee consent gate, PHI consent trail, consent hierarchy setup. NOT for marketing consent or standard e...

Use this skill when migrating constituent records (Contacts, Household Accounts, relationships, addresses, donations) into an NPSP org using the NPSP Data Importer. Triggers: importing contacts into NPSP, migrating nonprofit constituents, loading household data, bulk contact upload NPSP, constituent ETL. NOT for standard contact import, Nonprofit Cloud (NPC) migration, or generic Data Loader bulk loads.

Use when querying, mapping, or building against Salesforce CPQ managed-package objects (SBQQ__ namespace): Quote, QuoteLine, QuoteLineGroup, DiscountSchedule, PriceRule, Subscription. Trigger keywords: SBQQ__Quote__c, QuoteLineModel, CPQ object graph, CPQ subscription, CPQ price rule. NOT for standard Quote/QuoteLineItem, Industries CPQ (Vlocity), or standard Product/Pricebook data model.

Use when diagnosing or resolving slow CPQ quote calculation, QLEx timeouts, or governor limit errors on large quotes. Trigger keywords: Large Quote Mode, QCP field declaration, quote calculation performance, SBQQ calculation timeout, async pricing. NOT for generic Apex performance tuning, CPQ pricing rule logic design, or billing engine performance.

Use when standard Salesforce indexes are insufficient for query performance on high-volume objects: requesting custom indexes via Salesforce Support for standard fields, deploying custom field indexes via Metadata API, requesting skinny tables, or designing two-column composite indexes. NOT for SOQL query optimization techniques (use data/soql-query-optimization) or general large data volume design (use architect skills).

Use when planning how to archive aging Salesforce records to reduce storage costs, maintain query performance, and meet retention policies. Covers Big Object archival, external storage via Heroku or S3, field history truncation, recycle bin behavior, and soft-delete patterns. Triggers: storage limit reached, archive old records, Big Objects, field history too large, recycle bin overflow, data retention policy. NOT for migrating data to a new org (use data-migration-planning) or cleaning up du...

Use this skill when implementing consent management, data subject request processing, or data retention policies in Data Cloud — including the ssot__ContactPointConsent__dlm DMO, consent-aware segmentation filters, GDPR/CCPA data deletion requests via Privacy Center or Data Deletion API, and per-DLO retention policy configuration. Triggers on: consent-aware segmentation in Data Cloud, Data Cloud GDPR deletion request, right to be forgotten Data Cloud, ContactPointConsent DMO, Data Cloud data ...

Use when designing or managing Data Model Objects (DMOs) in Salesforce Data Cloud — covers DMO schema design, subject area governance, data relationships between DMOs, XMD (extended metadata) layer management, data transforms (streaming vs. batch), and mandatory DMO requirements for identity resolution. NOT for standard Salesforce CRM object design, Data Cloud data stream configuration, or SOQL queries against Data Cloud objects.

Step-by-step guidance for configuring Data Cloud data streams: connecting source connectors, mapping Data Lake Objects (DLOs) to Data Model Objects (DMOs), enabling identity resolution rulesets, defining Calculated Insights, and activating unified profiles. Trigger keywords: data stream setup, DLO to DMO mapping, identity resolution ruleset, ingestion API, Calculated Insights SQL. NOT for CRM Analytics datasets, Tableau CRM dataflows, or general Salesforce reporting.

Use this skill when designing, creating, or troubleshooting Marketing Cloud Data Extensions — including sendable vs. non-sendable DE selection, primary key composition, data retention configuration, Send Relationship mapping, and performance indexing. Trigger keywords: data extension, sendable DE, send relationship, DE primary key, data retention, Marketing Cloud data model, DE columns, subscriber key mapping. NOT for CRM (Sales/Service Cloud) custom object design, Marketing Cloud Connect obj...

Use this skill when selecting or configuring Salesforce data load tools: Data Loader, Data Import Wizard, Workbench, Salesforce Inspector, or Salesforce CLI for import/export. Trigger keywords: data loader configuration, import wizard, bulk data load, workbench SOQL, salesforce inspector, data export, csv import salesforce, data migration tool selection. NOT for Bulk API development — use the integration or apex skills for Bulk API coding.

Use when planning, reviewing, or troubleshooting a Salesforce data migration — covering tool selection (Data Loader, Bulk API 2.0, MuleSoft, Informatica, Jitterbit), migration sequencing for parent-child objects, external ID strategy for upsert idempotency, validation rule bypass, trigger and flow suppression, rollback planning, and post-migration reconciliation. NOT for Data Loader step-by-step mechanics (use data-import-and-management). NOT for schema or data model design (use data-model-de...

Use when designing, reviewing, or troubleshooting Salesforce object relationships and field type choices — lookup vs master-detail, junction object modeling, indexing strategy, and data model anti-patterns. NOT for object creation steps (use object-creation-and-design). NOT for bulk data loading operations.

Use this skill when designing data quality gates, auditing data quality posture, troubleshooting validation failures, or implementing governance controls (field history, GDPR erasure, data classification, duplicate strategy) across a Salesforce org. Trigger keywords: validation rules, field history, duplicate management, GDPR right to erasure, data retention, data classification, Shield Field Audit Trail, Einstein Data Detect, Matching Rules, PII anonymization. NOT for Duplicate Rules configu...

Patterns for reconciling Salesforce data with external systems: count-level, field-level, and record-level reconciliation, external ID upsert patterns, Change Data Capture for delta detection, and soft-delete tombstone strategies. Use when validating ongoing data sync or diagnosing discrepancies between Salesforce and external data sources. NOT for one-time data migration planning (use data-migration-planning). NOT for initial CDC topic configuration (use change-data-capture skill). NOT for d...

Salesforce storage management: monitoring data storage vs file storage usage, diagnosing storage alerts, optimizing large text fields, choosing between Attachment and ContentDocument (Files), and planning storage reclamation. NOT for external storage integration (S3, MuleSoft file offload, Heroku Connect).

Use this skill when managing data record dependencies during deployments: resolving org-specific record type IDs that differ between source and target orgs, remapping queue IDs and user IDs in data plans, seeding Custom Settings values post-deployment, and using external IDs or DeveloperName references to avoid hardcoded org-specific IDs. Trigger keywords: INVALID_CROSS_REFERENCE_KEY Record Type ID, hardcoded record type IDs deployment, deployment data record org-specific IDs, Custom Settings...

Use this skill when working with CRM Analytics (Einstein Analytics) extended metadata (XMD) — the multi-layer metadata system that controls field display labels, aliases, number formatting, date formatting, measure/dimension classification, and color palettes on CRM Analytics datasets. Trigger keywords: XMD API, dataset field formatting CRM Analytics, wave dataset labels, main XMD update, dataset versioning Analytics. NOT for dataflow development, recipe node configuration, dataset ingestion ...

Use this skill when selecting between ETL/ELT tools and API-based integration for ongoing data pipelines between Salesforce and external systems: Informatica Cloud, MuleSoft Batch, Jitterbit, and direct Bulk API patterns. Trigger keywords: ETL vs API integration choice, Informatica vs MuleSoft data pipeline, should I use ETL or API for Salesforce, bulk data pipeline architecture, ongoing data sync tool selection. NOT for one-time data migration tool selection (use data-migration-planning), Da...

Use this skill when storing large historical datasets in Salesforce using Big Objects, querying them with Async SOQL, or deciding between Big Objects and External Objects for high-volume or external data access patterns. Trigger keywords: big object, async SOQL, AsyncQueryJob, external object, Salesforce Connect, IoT data, audit history, event log archival, Database.insertImmediate, composite index. NOT for Salesforce Connect adapter configuration or OAuth setup (use salesforce-connect-extern...

Use this skill when designing, selecting, or troubleshooting external ID fields on Salesforce objects for upsert operations, cross-system record correlation, or idempotent data loads. Trigger keywords: external ID field design, upsert key strategy, cross-system record matching, source system ID mapping, composite key for uniqueness, duplicate insert on upsert, relationship resolution by external ID. NOT for data migration steps (use data-migration-planning), NOT for REST API upsert endpoint w...

Configure record visibility for external users (Customer Community, Customer Community Plus, Partner Community) using External OWDs, Sharing Sets, and external sharing rules. Trigger keywords: sharing data with external users, portal user record visibility, Experience Cloud sharing model, sharing set configuration, external OWD setup, Customer Community data access, High-Volume Portal sharing. NOT for internal sharing model configuration. NOT for internal user roles and hierarchies. NOT for g...

Use this skill when mapping FHIR R4 clinical resources (Patient, Observation, Condition, CarePlan, CodeableConcept) to Salesforce Health Cloud objects. Triggers: 'how do I map FHIR patient to Salesforce', 'FHIR Condition to Health Cloud object', 'FHIR R4 Support Settings', 'CodeableConcept to CodeSetBundle', 'HL7 FHIR integration Health Cloud'. NOT for general EHR integration design, HL7 v2 message parsing, outbound FHIR API exposure, or non-clinical Salesforce data migration.

Use when enabling, configuring, or querying Salesforce field history tracking to audit changes to field values over time. Covers enabling tracking on objects and fields, the 20-field-per-object limit, 18-month data retention, querying standard History sObjects (AccountHistory, OpportunityHistory, custom __History), and troubleshooting missing records. NOT for Event Monitoring (use security skills), NOT for Shield Field Audit Trail or FieldHistoryArchive (use field-audit-trail).

Use this skill when bulk-migrating financial account data into Salesforce FSC — including FinancialAccount, FinancialHolding, FinancialAccountRole, FinancialAccountTransaction, and balance history records. Trigger keywords: ETL load FSC, migrate holdings, bulk insert financial accounts, data migration rollup lock, FinancialAccountBalance import. NOT for financial account configuration or FSC data model reference.

Use when validating FinancialAccount record integrity in Financial Services Cloud, detecting duplicate financial records, or reconciling FSC data against core banking and custodial source systems. Trigger keywords: FinancialAccount validation, FSC duplicate detection, financial record reconciliation, stale household KPIs, FinancialHolding data quality, FSC data integrity. NOT for generic Salesforce data quality, Duplicate Rules setup on standard objects, or bulk data migration execution.

Use when designing, querying, or troubleshooting the Financial Services Cloud data model — including managed-package (FinServ__ namespace) and Core FSC (standard objects, no namespace) object structures, household relationship modeling, financial account ownership, and the FSC rollup framework. Trigger keywords: FSC data model, FinancialAccount, FinancialHolding, FinancialAccountRole, FinancialAccountParty, FinServ namespace, household rollup, AssetsAndLiabilities, FinancialGoal, LifeEvent, A...

Use this skill when building Salesforce reports and dashboards on FSL operational data: job completion metrics, travel time analytics, first-time fix rate, utilization, and service performance. Trigger keywords: FSL reporting, ServiceAppointment reports, ActualDuration ActualTravelTime, first-time fix rate custom field, FSL utilization metrics. NOT for CRM Analytics / Field Service Intelligence (Einstein Analytics), ServiceReport PDF generation, or non-FSL service reporting.

Use this skill when bulk loading FSL ServiceResource records, ServiceResourceSkill data, skill certifications, capacity-based resource setup, and availability patterns. Trigger keywords: FSL resource migration, ServiceResourceSkill bulk load, skill certification tracking FSL, capacity-based resource, service resource availability. NOT for user provisioning, ServiceResource creation via UI, or ServiceTerritoryMember setup (covered by fsl-territory-data-setup).

Use this skill when bulk loading Service Territory data: boundary polygons, ServiceTerritoryMember assignments, OperatingHours, TimeSlots, and territory hierarchy setup. Trigger keywords: service territory bulk load, KML polygon import FSL, ServiceTerritoryMember migration, OperatingHours data setup, PolygonUtils Apex. NOT for Enterprise Territory Management (ETM/Account Territories), admin-level territory configuration UI, or scheduling policy setup.

Use this skill when migrating Work Order, Work Order Line Item, Service Appointment, AssignedResource, and ProductConsumed data into a Salesforce Field Service org. Trigger keywords: FSL data migration, WorkOrder import, ServiceAppointment migration, AssignedResource load, ProductConsumed migration, work order history data load. NOT for Case data migration, standard Account/Contact migration without FSL objects, or configuring FSL after a migration.

Use when migrating donation or gift history into Salesforce NPSP using the NPSP Data Importer (BDI) — covers DataImport__c staging, payment mapping, soft credit creation via Opportunity Contact Roles, GAU allocation, and campaign attribution. NOT for standard Opportunity import via Data Loader, NPC gift records, or recurring donation setup.

Use this skill when choosing, enabling, or querying Health Cloud clinical data objects — including the dual-layer architecture of legacy managed-package EHR objects (HC24__ namespace) and FHIR R4-aligned standard objects (ClinicalEncounter, HealthCondition, CarePlan, etc.). Covers setup prerequisites, object relationships, migration considerations, and integration strategy. NOT for standard Salesforce data model or generic CRM objects.

Use when loading historical CPQ orders, contracts, subscriptions, and assets into Salesforce CPQ so that future renewals and amendments work correctly — covering the CPQ Legacy Data Upload mechanism, strict object load sequencing, required field values, and pre/post-load configuration. NOT for opportunity migration (use opportunity-pipeline-migration). NOT for standard Salesforce Orders without CPQ. NOT for asset-based renewal model orgs. NOT for quoting net-new business.

Use this skill when bulk-migrating data into Salesforce Industries clouds — including InsurancePolicy and its child objects for Insurance, ServicePoint/Premise for Energy and Utilities, or subscriber/account hierarchies for Communications. Trigger keywords: insurance policy migration, InsurancePolicyCoverage load order, ServicePoint bulk load, Premise hierarchy, E&U data migration, telco subscriber migration, utility account import, industries object dependency. NOT for generic Salesforce dat...

Use this skill when bulk-importing Knowledge articles into Salesforce from an external source using the ZIP-based import mechanism. Trigger keywords: knowledge import, article import, migrate help center, bulk upload articles, CSV article import, knowledge base migration. NOT for Knowledge admin setup (article types, data categories, permission sets), ongoing article management, or translation workflows once articles are live.

Strategies and tooling for large-scale data deduplication in Salesforce: tuning matching rules for high-volume orgs, batch merge jobs, third-party dedup tools (DemandTools, Cloudingo), surviving record selection logic, and post-merge validation. Use when cleaning millions of duplicate records, automating merges beyond UI limits, or designing enterprise dedup workflows. NOT for duplicate rule configuration (use admin/duplicate-management). NOT for standard Duplicate Management UI setup. NOT fo...

Use this skill when configuring, diagnosing, or extending Marketing Cloud Connect Synchronized Data Sources — the mechanism that pulls Salesforce CRM object records into read-only Synchronized Data Extensions (SDEs) in Marketing Cloud. Triggers on: synced data extension not updating, contact or lead records missing from Marketing Cloud, sync failures in Contact Builder, 250-field limit questions, CRM-to-MC data latency concerns. NOT for manual imports via Import Activity, NOT for SFTP-based d...

Use this skill when writing, debugging, or optimizing SQL Query Activities in Salesforce Marketing Cloud Automation Studio. Trigger keywords: SFMC SQL, Marketing Cloud query activity, system data views, _Sent _Open _Click, Automation Studio SQL, SELECT INTO data extension. NOT for SOQL (Salesforce CRM queries against sObjects), NOT for standard SQL databases, NOT for Data Cloud ANSI SQL, NOT for Query Studio as a standalone topic.

Use when importing or migrating prospect records into MCAE (Marketing Cloud Account Engagement / Pardot) via the CSV list import tool, including field mapping for default and custom fields and handling of cross-BU prospect moves. NOT for CRM (Lead/Contact) data migration, not for backfilling engagement history such as opens, clicks, form fills, or page view data, and not for bulk API prospect creation via Apex.

Use when designing or reviewing Salesforce multi-currency behavior, especially irreversible activation, `CurrencyIsoCode`, `convertCurrency()`, dated exchange rates, and Advanced Currency Management tradeoffs. Triggers: 'multi currency', 'advanced currency management', 'CurrencyIsoCode', 'dated exchange rate', 'convertCurrency'. NOT for ordinary numeric field calculations with no currency conversion or reporting concern.

Use this skill when designing or querying the NPSP data model — constituent 360, household accounts, giving history rollups, and program participation. Trigger keywords: NPSP data model, household account, constituent record, giving rollups, CRLP, program engagement, ServiceDelivery, npo02__ fields. NOT for standard data model design, Nonprofit Cloud (NPC) data model, FSC household groups, or platform data modeling outside the NPSP context.

Use this skill when standardizing addresses, detecting duplicate household Contacts, running NCOA processing, or improving data hygiene in an NPSP org. Triggers: address verification NPSP, household duplicate detection, NCOA update nonprofit, data hygiene NPSP. NOT for generic Salesforce data quality, Nonprofit Cloud (NPC) data quality, or standard Account/Contact deduplication outside NPSP.

Use this skill when working with NPSP (Nonprofit Success Pack) objects, namespace prefixes, GAU allocations, recurring donation objects, relationship and affiliation objects, or the NPSP data dictionary. Trigger keywords: npe01__, npe03__, npe4__, npe5__, npsp__, OppPayment__c, Recurring_Donation__c, Allocation__c, General_Accounting_Unit__c, NPSP data model. NOT for standard Salesforce data model, Financial Services Cloud data model, or Program Management Module (PMM) data model.

Omni-Channel analytics data: agent work records, queue metrics, capacity utilization, wait time reporting. NOT for admin routing setup.