Claude Skills by PranavNagrecha

Triggers the **skill-builder** agent.

When to use this skill. Trigger keywords. What it does NOT cover.

missing required keys to exercise the Gate C static check

Use this skill when writing test-first, behavior-driven acceptance criteria in Given/When/Then format for a Salesforce user story. Covers happy path, edge cases, negative paths, permission boundaries, and data-state preconditions so the AC block can drive UAT scripts and Apex test design downstream. Trigger keywords: given when then, gherkin, behavior driven AC, test first acceptance criteria, scenario outline, BDD acceptance criteria. NOT for the user-story format itself (use admin/user-stor...

Task and Event objects: polymorphic WhatId/WhoId, Activity object model, ActivityHistory vs OpenActivity, activity timeline customization, bulk task creation, Einstein Activity Capture boundaries. NOT for Calendar sharing (use calendar-sharing-setup). NOT for Email-to-Case (use case-management-setup).

Use when writing or auditing the conversational copy layer of a Salesforce bot or Agentforce agent: utterance authoring strategy, fallback message copy, escalation-criteria phrasing, and persona-consistent dialog scripting across channels. NOT for platform configuration (bot builder setup, topic metadata wiring, action mapping, or Agentforce deployment) — see architect/einstein-bot-architecture and agentforce/agentforce-persona-design for those concerns.

Convert the canonical markdown+JSON deliverable of any SfSkills runtime agent into Excel, PDF, CSV, Notion card, ServiceNow ticket, or similar downstream format WITHOUT polluting the consumer's project with new dependencies or regenerating from the agent's source logic. NOT for authoring new agent output formats (use DELIVERABLE_CONTRACT.md). NOT for data-export SOQL (use bulk-api-2-patterns).

Use this skill when planning or executing the human side of an Agentforce or Einstein AI feature rollout — user trust-building, AI-specific training, structured feedback collection via the Feedback API, and adoption measurement via Agentforce Analytics. NOT for general Salesforce rollout change management with no AI component, generic user training design, or CRM adoption without an AI feature in scope.

Use this skill when defining AI governance policies, designing human oversight workflows, documenting bias mitigation strategies, or meeting regulatory transparency requirements for Salesforce AI features. Trigger keywords: responsible AI, AI bias, AI audit trail, AI transparency, human-in-the-loop, AI risk inventory, AI disclosure. NOT for Trust Layer technical configuration — that is covered by agentforce/einstein-trust-layer.

Use this skill to identify, score, and prioritize Salesforce AI use cases before any implementation begins — covering opportunity identification, Impact-Effort matrix scoring, feasibility evaluation across Technical/Operational/Data/Risk dimensions, and ROI framing. NOT for implementation, enablement, feature configuration, or data architecture design.

Use this skill when driving adoption of CRM Analytics (Einstein Analytics) across an org — including setting up the Analytics Adoption App to measure who uses which dashboards, embedding analytics into Lightning pages for in-context discovery, pinning dashboards to the Analytics home page, building self-service personas, and defining analytics-specific success metrics. Triggers: analytics adoption, dashboard usage tracking, embedded analytics strategy, self-service analytics enablement, CRM A...

Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters. NOT for standard Salesforce reports and dashboards.

Use this skill when editing CRM Analytics dashboard JSON directly to implement advanced bindings, custom SAQL/SOQL step queries, layout changes, step parameters, or cross-widget interactions. Trigger keywords: dashboard JSON, SAQL step, binding syntax, mustache binding, dashboard REST API, widget layout, step limit, datasetId, datasetVersionId. NOT for standard dashboard builder UI configuration, chart type selection, or dataset design.

Use this skill when configuring Data Manager in CRM Analytics: enabling objects for sync, scheduling data sync runs, setting up remote connections to external databases, monitoring sync status and error logs, or troubleshooting connected object issues. Trigger keywords: data sync, connected objects, Data Manager, sync schedule, remote connection, Snowflake connector, sync error, incremental sync, CRM Analytics data pipeline. NOT for dataflow or recipe authoring, dataset row-level security, or...

Use this skill when building, debugging, or optimizing CRM Analytics dataflows — defining node types (sfdcDigest, Append, Augment, computeExpression, computeRelative, Flatten, dim2mea, sfdcRegister), scheduling runs, handling run failures, and tuning performance. NOT for standard data processing outside CRM Analytics, for recipe-based data prep, or for SAQL dashboard query tuning.

Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshooting stale or broken datasets. Triggers: 'dataset creation', 'dataflow schedule', 'dataflow quota', 'date field not filterable', 'dataset row limit', 'CRM Analytics data refresh', 'field type mismatch in dataset'. NOT for standard Salesforce report types or choosing between analytics tools.

Use this skill to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built. Trigger keywords: KPI definition CRM Analytics, analytics metric design, analytics target attainment, CRM Analytics measures vs dimensions, analytics benchmark. NOT for building CRM Analytics dashboards or lenses (use analytics/dashboard-desig...

Use this skill when configuring CRM Analytics (formerly Einstein Analytics) app sharing, dataset-level permissions, row-level security predicates, sharing inheritance, or license assignment. Trigger keywords: CRM Analytics security, row-level security predicate, dataset permissions, analytics sharing inheritance, Analytics Plus license. NOT for standard Salesforce OWD/sharing rules, profile-based record access, or non-Analytics report folder sharing.

Use this skill when designing or building CRM Analytics Data Prep recipes — including node selection, join patterns, bucket field configuration, formula expressions, and scheduling. Triggers: 'build a recipe', 'join datasets in analytics', 'bucket a measure field', 'schedule a recipe', 'data prep transformation'. NOT for SAQL queries, dashboard design, or dataflow JSON authoring.

Use this skill to elicit, document, and validate CRM Analytics requirements — covering data source mapping (Salesforce object sync vs external connector vs Data Cloud), transformation needs, audience-specific lens or dashboard views, and drill-down path specifications — before any dataset or dashboard is built. Trigger keywords: CRM Analytics requirements, analytics data source mapping, CRM Analytics audience requirements, analytics visualization requirements. NOT for standard Salesforce Repo...

Use this skill when producing or reviewing API contract documentation for Salesforce integrations: versioning policy artifacts, request/response schema specs, error code catalogs, rate limit documentation, and OpenAPI generation for sObjects. Trigger keywords: Salesforce API versioning policy, API end-of-life policy, document API endpoints, REST API rate limits, OpenAPI sObjects. NOT for API implementation (building the API endpoint), Apex REST service coding, or Connected App setup — those a...

Use this skill to create and configure Lightning apps in Salesforce Setup, add navigation items and tabs to apps, configure utility bar components, and control app visibility by profile or permission set. Trigger keywords: Lightning app, App Manager, custom tab, navigation bar, utility bar, app visibility. NOT for Experience Cloud site apps (use experience-cloud skills), NOT for configuring page layouts or record pages (use Lightning App Builder), NOT for permission set architecture (use perm...

Programmatically driving Salesforce Approval Processes from Apex — `Approval.process(ProcessSubmitRequest)` to submit, `ProcessWorkitemRequest` to approve / reject / reassign, recall semantics, querying `ProcessInstance` and `ProcessInstanceWorkitem` to find pending approvals, and the bulk-submit / bulk-action error-row handling. Covers when to use Apex-driven approval (system-initiated submission, batch approvals, custom UIs) vs leaving the platform's standard buttons in place. NOT for the A...

Use when designing, reviewing, or troubleshooting Salesforce Approval Processes. Triggers: 'submit for approval', 'approver', 'record locked', 'recall approval', 'approval step', 'discount approval'. NOT for complex orchestration across many objects - use Flow or custom approval patterns for that.

Use this skill when configuring or troubleshooting Lead or Case assignment rules in Salesforce: creating rule entries, setting filter criteria, assigning records to users or queues, understanding when rules run, and implementing round-robin patterns with Apex. Trigger keywords: lead assignment, case assignment, assignment rule, queue assignment, auto-assign. NOT for approval process routing (use approval-processes). NOT for Omni-Channel routing or Skills-Based Routing (those are separate rout...

Use this skill to configure a Salesforce B2B Commerce storefront: creating the WebStore, linking BuyerGroups, assigning CommerceEntitlementPolicies, and granting buyer contacts transactional access. Trigger keywords: B2B Commerce, WebStore, BuyerGroup, entitlement policy, buyer account, storefront access. NOT for B2C Commerce (LWR storefronts using Individual/Person Account models), CPQ quote configuration, or Order Management fulfillment flows.

Use this skill to determine whether a Salesforce Commerce project should use B2B Commerce (account-gated, BuyerGroup-based, contract pricing) or D2C Commerce (consumer storefront, guest checkout, individual-based). Trigger keywords: B2B vs B2C, commerce platform selection, buyer journey, account-based purchasing, consumer storefront, licensing decision. NOT for implementation mechanics — use admin/b2b-commerce-store-setup or admin/b2c-commerce-store-setup for configuration work. NOT for Sales...

Use when configuring or troubleshooting a Salesforce B2C Commerce (SFCC) storefront — including Business Manager site creation, SFRA cartridge path setup, customer groups, search index rebuilding, and key quota limits. Trigger keywords: SFCC, Commerce Cloud, Business Manager, storefront, cartridge, SFRA, site preferences, replication. NOT for B2B Commerce on Lightning platform (WebStore, BuyerGroup, CommerceEntitlementPolicy — see admin/b2b-commerce-store-setup for that).

Use when monitoring, diagnosing, or managing Batch Apex, Scheduled Apex, Queueable, and Flow scheduled jobs: Setup > Apex Jobs, AsyncApexJob queries, concurrent limits, failure detection, and notification patterns. NOT for writing batch Apex code (use batch-apex-patterns) or writing Schedulable implementations (use apex-scheduled-jobs).

Use this skill to configure Salesforce Billing billing schedules, invoice plans, billing policies, and billing treatments on activated Orders. Triggers: 'billing schedule not generating invoices', 'blng__BillingSchedule__c records missing after order activation', 'how to set up in-advance vs in-arrears billing', 'configure milestone billing in Salesforce Billing', 'invoice run not picking up order products', 'evergreen billing setup', 'billing treatment configuration'. NOT for CPQ quoting, no...

Use this skill when designing Campaign Hierarchy structures for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, or interpreting multi-touch attribution data from MCAE B2B Marketing Analytics. Trigger keywords: campaign ROI, attribution model, campaign hierarchy, first-touch, last-touch, multi-touch, CCI, campaign influence, revenue attribution, campaign member status. NOT for campaign record creation, campaign member import, email send executi...

Use this skill when mapping care coordination process requirements for Health Cloud: designing care team workflows, transition of care handoffs, social determinants of health (SDOH) barrier tracking, and care gap identification. NOT for implementation of technical components — this skill covers requirements gathering and process design, not Apex/Flow build.

Use this skill when configuring care plan templates, care plan problems, goals, and tasks in Salesforce Health Cloud — covering both the Integrated Care Management (ICM) model (Spring '23+, FHIR R4-aligned, recommended) and the legacy managed-package model (CarePlanTemplate__c + Case Tasks). Trigger keywords: care plan template, ICM care plan, PGI library, action plan template, problem definition, goal definition, care plan setup. NOT for general case management configuration, non-Health-Clou...

Use when configuring or troubleshooting Health Cloud Care Programs — including CareProgram hierarchy setup, patient enrollment (CareProgramEnrollee), consent prerequisites, product-level enrollment (CareProgramEnrolleeProduct), and provider associations (CareProgramProvider). Trigger keywords: care program, program enrollment, enrollee, program product, CareProgramEnrollee, consent for enrollment, patient program outcome. NOT for Care Plans (per-patient task/goal framework), case management w...

Use when theming Lightning base components or custom LWCs with SLDS Styling Hooks — CSS custom properties such as `--slds-c-button-color-background`, `--slds-g-color-brand-base-50`, and `--sds-c-*` — across app, page, component, or Experience Cloud scopes, including SLDS 2 (2e) migration via SLDS Validator / Linter and dark-mode surface work. Triggers: 'how to theme lightning-button', 'custom color without overriding slds classes', 'slds 2 migration for lwc', '--slds-c-button-color-background...

Use when an LWC needs a stable, typed handle to a specific DOM element it owns — focusing inputs, imperatively validating a known form field, invoking a `@api` method on a child component, or migrating fragile `this.template.querySelector('.css-class')` code to the modern `lwc:ref` directive. Triggers: 'this.template.querySelector fragile', 'lwc:ref not working inside for:each', 'how to focus an input from lwc', 'refs undefined in connectedcallback', 'migrating querySelector to lwc:ref'. NOT ...

Use when setting up or reviewing Lightning Web Component unit tests with Jest, including `@salesforce/sfdx-lwc-jest`, wire adapter mocks, imperative Apex mocks, async rerender handling, and accessibility smoke checks. Triggers: 'how do I test @wire in LWC', 'Jest test is flaky', 'mock Apex in LWC test', 'flushPromises pattern'. NOT for Apex unit tests, browser end-to-end automation, or performance testing.

Use when implementing or reviewing user feedback patterns in Lightning Web Components — specifically toast messages, lightning-alert, lightning-confirm, lightning-prompt, and platform notifications. Trigger keywords: 'ShowToastEvent', 'toast in lwc', 'lightning-alert lwc', 'lightning-confirm promise', 'Experience Cloud notification'. NOT for modal overlays (use lwc-modal-and-overlay).

Hand-built virtual / windowed list rendering in LWC for datasets above the 1,000-row × 5-column threshold where `lightning-datatable` degrades. Covers the four core mechanics — fixed-window state, IntersectionObserver-based scroll sentinels, stable item keys, server-side pagination caps (50 rows/page) — and the shadow-DOM gotchas that make the standard browser virtual-list libraries unreliable inside Lightning. NOT for the built-in `lightning-datatable` with `enable-infinite-loading` (use tha...

LWC interop with non-LWC web components: consuming third-party standard custom elements in LWC, exposing LWC as custom elements externally, Shadow DOM vs native web components, polyfills, and slotting patterns. NOT for LWC-to-LWC composition (use lwc-best-practices). NOT for Aura interop (use aura-to-lwc-migration).

refreshApex, getRecordNotifyChange, and RefreshView API for LWC data refresh: when wired data is stale, forcing re-fetch after imperative DML, cross-component refresh, 2024 RefreshView replacement of getRecordNotifyChange. NOT for wire basics (use lwc-wire-service). NOT for Lightning Data Service writes (use lwc-lds-writes).

Use this skill when building or customizing sites on the Lightning Web Runtime (LWR) in Experience Cloud — including component authoring, custom theming with --dxp hooks, layout components, and publish lifecycle management. Trigger keywords: build LWR site Experience Cloud, Lightning Web Runtime custom theme, LWR component development community, Build Your Own LWR template, Microsite LWR, lightningCommunity__Theme_Layout, --dxp styling hooks. NOT for Aura-based communities (Build Your Own Aur...

Use when implementing Lightning Message Service (LMS) to enable cross-DOM communication between LWC, Aura, and Visualforce components on the same Lightning page, using message channels. Triggers: 'communicate between unrelated LWC components', 'send data between Visualforce and LWC', 'lightning message service not working', 'APPLICATION_SCOPE vs default scope', 'message channel metadata deployment'. NOT for parent-child component communication (use component-communication) or server-side events.

Use when implementing or reviewing Lightning Web Component navigation with `NavigationMixin`, PageReference objects, URL state, and `CurrentPageReference` across Lightning Experience, mobile, and Experience Cloud. Triggers: 'navigate to record page from LWC', 'PageReference state not working', 'should I use window.location', 'Experience Cloud navigation issue'. NOT for component-to-component messaging or data-loading strategy when navigation is only a side effect.

Use when packaging third-party JavaScript, CSS, or asset files into Salesforce static resources for Lightning Web Components, including `@salesforce/resourceUrl`, `loadScript`, `loadStyle`, zip pathing, versioning, and CSP-safe delivery. Triggers: 'static resource in lwc', 'loadScript not working', 'resourceUrl path in zip', 'third party library in salesforce'. NOT for npm-bundled code that should ship through the build pipeline or server-side integration assets.

Embedding Tableau dashboards (and Tableau Pulse insights) inside Lightning App / Record / Home pages — Tableau Embedding API v3 in an LWC, the connected-app + JWT trust pattern for SSO from Salesforce to Tableau, row-level security so a Salesforce user only sees their data in Tableau, CSP / Trusted Sites configuration for the Tableau host, and the Tableau Viz Lightning Web Component (drag-and-drop alternative to a custom LWC). NOT for building Tableau dashboards / data sources (that's Tableau...

Render only visible rows for long lists (1k+ rows) using intersection observer or lightning-datatable virtual scroll. NOT for simple lists under 100 rows.

Migrating Visualforce pages and components to Lightning Web Components: controller-to-Apex-method translation, viewstate replacement, custom URL parameter handling, PageReference-to-NavigationMixin mapping, Lightning Out coexistence, and inline VF retention strategy. NOT for new LWC development from scratch (use lwc-fundamentals) or Aura-to-LWC migration (use aura-to-lwc-migration).

Use when designing or reviewing Lightning Web Components that use `@wire`, Lightning Data Service, UI API, or the GraphQL wire adapter, especially for reactive parameters, cache behavior, and refresh strategy. Triggers: 'wire service', 'refreshApex', 'reactive parameter', 'getRecord', 'wire vs imperative Apex'. NOT for component communication or generic lifecycle issues when data provisioning is not the main concern.

Use when designing, building, or troubleshooting OmniStudio Business Rules Engine (BRE) artifacts: Decision Tables, Decision Matrices (rule matrices), and Expression Sets used for eligibility determination, pricing, discounting, or any complex multi-attribute rule evaluation. Trigger keywords: 'business rules engine', 'BRE', 'decision table', 'rule matrix', 'eligibility determination', 'ExpressionSetService', 'expression set evaluate'. NOT for Flow decision elements or Flow-based branching lo...