Claude Skills by PranavNagrecha

Use this skill when customizing CRM Analytics dataset field metadata via the XMD (Extended Metadata) REST API, or augmenting recipes with external non-Salesforce data: field labels, display formats, measures vs dimensions, user XMD PUT and WaveXmd deploys. Trigger keywords: XMD field labels, CRM Analytics main XMD update, dataset field formatting wave, analytics external data augmentation, WaveXmd REST API. NOT for recipe node transformation logic — use admin/analytics-recipe-design. NOT for ...

Use this skill when tuning CRM Analytics dataset performance through field selection, date granularity choices, dataset splitting strategy, and run-budget optimization. Trigger keywords: dataset too many fields, SAQL timeseries slow, epoch vs date storage, dataset field count limit, dataset partition, split dataset by year, CRM Analytics performance tuning. NOT for creating a dataset, refresh schedules, or wrong field types — use admin/analytics-dataset-management. NOT for a slow SOQL query o...

Use when bringing non-Salesforce data into CRM Analytics via the External Data API, Data Connectors, or Live Datasets. Trigger keywords: InsightsExternalData, External Data API, live dataset, remote connection, Snowflake connector, BigQuery connector, Tableau Bridge, external CSV upload, analytics connector. NOT for Salesforce object sync, sync schedules, or sync errors in Data Manager — use admin/analytics-data-manager. NOT for importing data into Salesforce objects themselves — use admin/da...

Migrating Classic Notes & Attachments to Salesforce Files (ContentDocument / ContentVersion / ContentDocumentLink): bulk extraction, owner and parent preservation, sharing translation, idempotent re-runs, and post-migration cleanup. Triggers: 'attachments to files', 'notes and attachments migration', 'ContentDocument from Attachment', 'enable Files for Salesforce'. NOT for general file storage strategy (use data/salesforce-files-architecture) or for ContentVersion API patterns in new code (us...

Use when scheduling automated deletion of temporary records, enforcing data retention policies, running nightly cleanup jobs, reclaiming org storage, managing recycle bin, or performing async bulk deletion of aged records. Trigger keywords: batch delete, retention policy, purge records, cleanup job, recycle bin, emptyRecycleBin, hard delete, nightly purge, storage optimization. NOT for archiving records to Big Objects or external storage instead of deleting them — use data/data-archival-strat...

Investigate billing data mismatches across Quote, Order, Invoice, Payment, and Allocation. Triggers: invoice balance mismatch, payment allocation, billing reconciliation. NOT for revenue recognition setup — use admin/revenue-recognition-requirements. NOT for billing schedule configuration — use admin/billing-schedule-setup.

Use when choosing between Bulk API 2.0 and REST/SOAP API for large-volume data operations, sizing batch jobs, monitoring bulk job status, and handling failed records in bulk pipelines. Triggers: bulk api, large data load, batch insert, bulk job, serial vs parallel mode. NOT for Data Loader UI steps (use data-import-and-management) or real-time single-record integrations (use apex/callouts-and-http-integrations).

Use when implementing Bulk API 2.0 REST calls, choosing between Bulk API 2.0 and legacy Bulk API v1, handling CSV format requirements for bulk ingest, paginating query job results with locators, or constructing multipart job requests. Triggers: bulk api 2.0 endpoint, ingest job REST call, query job locator, bulk CSV format, hard delete bulk, v1 vs v2 bulk api. NOT for Data Loader UI steps — use admin/data-import-and-management. NOT for strategic load-size decisions or serial vs parallel concu...

Use when migrating historical Case records — including CaseComments, EmailMessages, email attachments, and related files — from a legacy system into Salesforce Service Cloud. Covers strict object load order, EmailMessage Status='3' permanent locking, ContentDocumentLink Bulk API limitation, CaseHistory non-insertable constraint, and EmailMessageRelation setup. NOT for archiving or purging Case data already in the org — use data/service-data-archival. NOT for generic multi-object migration pla...

Use this skill for the replication lifecycle of CDC-based data synchronization: day-0 full load, incremental delta processing, replay ID management, gap event fallback, and ordering/deduplication using transactionKey and sequenceNumber. NOT for CDC entity selection, channel config, or edition limits — use integration/change-data-capture-integration. NOT for checking whether the two systems actually match — use data/data-reconciliation-patterns.

Use this skill when configuring duplicate detection for Health Cloud patient records, managing Person Account merges in a clinical org, or designing pre-merge clinical record reassignment strategies. Trigger keywords:. NOT for generic Salesforce data quality or standard deduplication outside Health Cloud — use data/large-scale-deduplication.

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. NOT for CRM Analytics platform configuration, Einstein Analytics, or Experience Cloud analytics — use data/analytics-data-governance.

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 van stock, ProductItem and ProductTransfer — use admin/fsl-inventory-management. NOT for designing OCI integration and split-order fulfillment routing — use architect/order-management-architecture.

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 CPQ legacy order, contract and asset upload using SBQQ objects — use data/historical-order-migration. NOT for live order processing, fulfilment, returns or cancellations — use admin/commerce-order-management.

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 / Tableau CRM — use admin/einstein-analytics-basics. NOT for designing reputation levels and the engagement program itself — use admin/community-engagement-strategy.

Use to migrate external community/portal user accounts at scale — bulk user creation via Data Loader, license-type moves (Customer Community to Customer Community Plus, or to Partner Community), Customer Portal imports, and Contact/Account hierarchy prerequisites. Trigger keywords: migrate community users, import external users Experience Cloud, bulk create portal users, move users between license types, migrate Customer Community to Partner Community. NOT for adding members, self-registratio...

Designing, querying, or troubleshooting the Health Cloud consent data model — 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 the Setup configuration of authorization forms, consent templates, and withdra...

Use this skill when migrating constituent records (Contacts, Household Accounts, relationships, addresses, and donations loaded in the same run) 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 a standalone gift-history load with payments, soft credits, GAU allocations or campaign attribution — use data/gift-history-import. NOT for Nonprofit Cloud ...

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 driving quote calculation, amend or renew from code — use apex/cpq-api-and-automation. NOT for bulk-loading the CPQ product catalog — use data/product-catalog-migration-cpq.

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 designing bundles and a pricing model that scales before the problem exists — use architect/cpq-architecture-patterns. NOT for writing the QCP or other SBQQ plugin interfaces themselves — use apex/cpq-apex-plugins.

Row-level security in CRM Analytics datasets via security predicates — SAQL filter expressions stored on the dataset that apply at query time per running user. Covers the syntax (`'DatasetColumn' operator value`), the `$User.*` context variables, multi-level predicates (role hierarchy + team + region), predicate performance cost, and testing discipline (admins bypass predicates). NOT for app-level sharing roles, dataset visibility, or sharing inheritance vs custom predicate design — use archi...

Working with multi-currency Salesforce orgs at the data layer — `CurrencyIsoCode` field semantics, the `CurrencyType` and `DatedConversionRate` standard objects, the `convertCurrency()` SOQL function, Advanced Currency Management vs basic multi-currency, formula fields and roll-up summaries across currencies, and the irreversibility of enabling multi-currency. NOT for wrong converted amounts in Sales Cloud reports or the dated-rate maintenance pipeline — use architect/multi-currency-sales-arc...

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 finding out what is eating your storage right now — use data/data-storage-m...

Use when native Data 360 (formerly Data Cloud) transforms and pipelines can't express your logic and you need to deploy custom Python into the platform — a Code Extension — either as a batch data transform script or as a search-index chunking function, built with the Salesforce CLI Code Extension plugin + Data Custom Code Python SDK and promoted with a DevOps Data Kit. NOT for querying Data Cloud from outside the platform (use integration/data-cloud-query-api), NOT for stream/ingestion setup ...

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 configuring source connectors or the DLO-to-DMO ingestion mapping — use data/data-cloud-data-streams. NOT for overall Data Cloud architecture, activation targets or segmentation strate...

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 choosing the DSO/DLO/DMO layering and identity-resolution strategy up front — use architect/data-cloud-ar...

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 the whole MC data model, Contact Key linkage, or CRM-to-MC flow — use archi...

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 mapping CSV columns to field API names — use data/data-loader-csv-column-mapping. NOT for coding a Bulk API 2.0 job and retrieving i...

Choose the right batch size, parallel/serial mode, and load window for Data Loader, Bulk API V1/V2, and custom Database.executeBatch jobs against a given object volume and complexity profile. Covers tradeoffs between batch size, trigger CPU cost, sharing recalculation cost, and row-skew lock contention. NOT for CSV column mapping (use data/data-loader-csv-column-mapping). NOT for picklist validation pre-load (use data/data-loader-picklist-validation-pre-load). NOT for sharing-recalc tuning af...

Mapping CSV columns to Salesforce field API names for Data Loader, dataloader.io, Workbench, and custom Bulk API V2 loads. Covers header normalization, missing/extra-column behaviour per tool, required-field detection from describe metadata, polymorphic lookup prefixes, External ID upsert binding, picklist API names vs labels, datetime/timezone handling, and the Data Loader vs Bulk API V2 header case-sensitivity divergence. NOT for checking picklist values before the load runs — use data/data...

When and how to pre-validate a CSV against Salesforce picklist rules and record-type assignments BEFORE running a Data Loader / Bulk API insert or upsert — restricted picklists, record-type-scoped values, inactive values, Global Value Sets, dependent picklists, multi-select delimiters, API name vs label, and the 255-char per-value limit. NOT for mapping CSV headers to field API names — use data/data-loader-csv-column-mapping. NOT for cleaning up bad picklist values already in the org — use ad...

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 admin/data-import-and-management. NOT for schema or data model design — use data/d...

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 drawing or diagramming the model — use architect/salesforce-erd-and-diagramming. NOT for the Setup steps to create the object itself — use admin/object-creation-and-design. NOT for hierarchical or external relationship types, polymorphic lookups, or the per-object relationship limi...

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). 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 configuring matching and duplicate rules in Set...

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 building the CDC replication pipeline itself — use data/cdc-data-sync-patterns. NOT for planning a one-time migration and its cutover — use data/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 archiving aging records to Big Objects or external storage (S3, Heroku) — use data/data-archival-strategies. NOT for Case and EmailMessage storage bloat in Service Cloud — use data/service-data-archival.

Choosing between virtualizing external data into Salesforce (External Objects via Salesforce Connect / OData 2.0 / 4.0 / cross-org adapter) and replicating it into a custom object. Covers indirect lookup keys, per-transaction callout caps, and what External Objects cannot do (no triggers, no validation rules, no record-triggered flows, limited reporting and search). NOT for plain REST callouts with no External Object — use apex/callouts-and-http-integrations. NOT for one-time ETL or a data mi...

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 instead of 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 Settin...

Duplicate Rules and Matching Rules for Person Accounts — PA shape, lead convert, PII. Triggers: person account duplicate rule, PA matching, IsPersonAccount filter. NOT for general B2B duplicate management — use admin/duplicate-management. NOT for Person Account enablement — use data/person-accounts.

Education Data Architecture (EDA) data model deep dive: Contact-centric, Affiliations, Relationships, Account record types (Academic Program, Educational Institution, Sports Organization), Course_Offering__c, Term__c, Course_Connection__c patterns. NOT for Education Cloud setup, student success hub and advisor workflows — use admin/education-cloud-eda-setup. NOT for generic object and relationship modeling — use data/data-model-design-patterns.

Use this skill when working with CRM Analytics (Einstein Analytics) extended metadata (XMD) — the multi-layer metadata system controlling field display labels, aliases, number and date formatting, measure/dimension classification, and dataset versioning. Trigger keywords: XMD API, dataset field formatting CRM Analytics, wave dataset labels, main XMD update, dataset versioning Analytics, update the user XMD, deploy WaveXmd. NOT for recipe node configuration — use admin/analytics-recipe-design....

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, choose between Bulk API and REST for a nightly sync, design an ETL load into Sal...

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 reading the data live from the source system instead, via Salesforce Connect and Exter...

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 sequencing and running the migration itself — use data/data-migration-planning. NOT fo...

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 the internal sharing model — OWD, role hierarchy, sharing rules — use admin/sharing-and-visi...

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 building the FHIR REST integration, CDS Hooks, SMART on FHIR, or HL7 v2 conversion — use apex/fhir-integration-patterns. NOT for choosing lega...

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, OpportunityFieldHistory, custom __History), and troubleshooting missing records. NOT for Shield Field Audit Trail, FieldHistoryArchive, or keeping history past 18 months — use security/field-audit-trail. NOT for Created...

Use when bulk-migrating financial account data into Salesforce FSC — 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 configuring account types, roles and household rollup in Setup — use admin/financial-account-setup. NOT for the FinServ object graph and SOQL reference — use data...