Claude Skills by PranavNagrecha

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 the one-time bulk load of FSC accounts and holdings — use data/financial-account-migration. NOT for generic org-wi...

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 loading the WorkOrder and ServiceAppointment records you want to report on — use data/fsl-work-order-migration. NOT for CRM Analytics / Field ...

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 configuring resources and skills in Setup rather than loading them — use admin/fsl-resource-management. NOT for ServiceTerritoryMember and territory bulk lo...

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 ETM territory data — use data/territory-data-alignment. NOT for territory config in Setup — use admin/fsl-service-territory-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 loading the technicians, skills and certifications themselves — use data/fsl-resource-and-skill-data. NOT for reporting on the work-order data once it is load...

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 loading the constituents, households and addresses themselves — use data/constituent-data-migration. NOT for configuring soft credit and matching gift rules — use admin/soft-credits-and-matching.

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, and migration considerations. NOT for mapping a specific FHIR R4 resource field-by-field onto these objects — use data/fhir-data-mapping. NOT for calling the FHIR Healthcar...

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 non-CPQ order history — use data/commerce-order-history-migration. NOT for the CPQ catalog — use data/product-catalog-migration-cpq.

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 migration plan...

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 converting existing Classic article types to Lightning Knowledge — use admin/knowledge-classic-to-lightning. NOT for Knowledge setup, record types, data categories and publishing workflow — use admin/knowledge-base-a...

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 an unqualified \"clean up our duplicates\" request with no stated record volume (use admin/duplicate-management). NOT...

Lead data import quality and deduplication strategy: matching rule design for Leads, Data Import Wizard dedup behavior, Web-to-Lead data quality controls, cross-object Lead-to-Contact fuzzy dedup, and enrichment patterns. Use when importing leads from CSV/list files, configuring duplicate detection for incoming leads, diagnosing why duplicate leads are bypassing rules, or designing web form data quality workflows. Triggers: leads from a trade show import are creating duplicates, web-to-lead f...

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 MC Connect setup itself — use admin/marketing-cloud-conn...

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 the schema, fields, and retention of the _Sent / _Open / _Click data views themselves — use apex/marketing-cloud-data-views. NOT for tuning a slow SOQL query against Salesforce CRM sObjects — use data/soql-query-opt...

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 creating or syncing prospects through the Account Engagement REST API from code — use apex/mcae-pardot-api. NOT for connector setup, prospect field sync rules or User Sync — use admin/mcae-pardot-setup.

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', 'enable multiple currencies', 'load daily exchange rates'. NOT for what convertCurrency() allows in WHERE/ORDER BY or querying CurrencyType and DatedConversionRate — ...

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 NPSP namespace prefixes, GAU allocations or recurring-donation object API names — use data/npsp-data-model. NOT for the Nonprofit Cloud (NPC) data model or an NPSP-to-NPC move — use archit...

Use 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 org-wide data quality gates and governance outside NPSP — use data/data-quality-and-governance. NOT for the initial bulk import of constituents and households — use data/constituent-data-migration.

Use 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 the constituent 360 household model, CRLP rollups or Program Management (PMM) objects — use data/nonprofit-data-architecture. NOT for conf...

Omni-Channel analytics data: agent work records, queue metrics, capacity, wait times. Triggers: Omni-Channel reporting, agent work metrics, queue wait time. NOT for routing/capacity admin setup — use admin/omni-channel-routing-setup. NOT for capacity modeling architecture — use architect/omni-channel-capacity-model.

Use this skill when migrating OmniStudio components (OmniScript, Integration Procedures, DataRaptors, FlexCards) between Salesforce orgs using the DataPack export/import mechanism — covering version management, environment-specific data resolution, conflict handling, and silent-skip gotchas. Trigger keywords: DataPack migration, OmniStudio org-to-org migration, packExport packDeploy, DataPack versioning, DataPack conflict. NOT for OmniStudio CI/CD pipeline automation (use omnistudio/omnistudi...

Use this skill when tracking, auditing, or cleaning up OmniStudio component dependencies and cross-references — covering the four OmniStudio metadata API types (OmniProcess, OmniDataTransform, OmniUiCard, OmniInteractionConfig), dependency graph construction from embedded JSON bodies, impact analysis before deleting or modifying a component, and stale-component cleanup. Trigger keywords: OmniStudio metadata types, OmniStudio dependency tracking, FlexCard DataRaptor dependency, OmniScript Inte...

Use when migrating historical Opportunity records into Salesforce — covering stage history recreation, amount and close date mapping, product line item load sequencing (Product2 → Price Book → OpportunityLineItem), team member (OpportunityTeamMember) and revenue split (OpportunitySplit) loading, and Pricebook2 assignment. NOT for sequencing a whole multi-object migration with automation bypass and rollback — use data/data-migration-planning. NOT for opportunity record types, stages and sales ...

Use this skill when designing or troubleshooting data visibility for partner (channel) users in a Salesforce Experience Cloud Partner Community. Triggers: partner user data visibility, PRM data access model, partner role hierarchy sharing, deal registration data access partner, channel partner analytics. NOT for Customer Community sharing sets, share groups and external OWDs — use data/external-user-data-sharing. NOT for the internal sharing model (OWD, role hierarchy, sharing rules) — use ad...

Use this skill when migrating patient records into Salesforce Health Cloud, including Person Account (Patient record type) setup, clinical history objects, and care plan data. Trigger keywords: patient migration, EMR import, EHR to Health Cloud, clinical data load, care plan history migration, HIPAA-compliant data import. NOT for generic multi-object migration sequencing and rollback planning — use data/data-migration-planning. NOT for Insurance, Energy or Communications industry-cloud object...

Use when enabling, configuring, or troubleshooting Person Accounts in a Salesforce org — includes B2C data model design, IsPersonAccount flag handling, Account-Contact behavior differences, reporting impact, migration planning, and integration requirements. NOT for standard B2B Account/Contact modeling - use data/data-model-design-patterns.

Use when modeling, loading, or troubleshooting Salesforce product and pricebook data — covering the Product2 → Pricebook2 → PricebookEntry three-object chain, standard pricebook constraints, bulk load sequencing (Product2 → Standard PBE → custom Pricebook2 → custom PBE), UseStandardPrice inheritance, and product hierarchy strategies. NOT for adding products in Setup — use admin/products-and-pricebooks. NOT for SBQQ CPQ catalogs — use data/product-catalog-migration-cpq.

Use when migrating product catalog data into Salesforce B2B Commerce — covers category hierarchy, product attributes, images, pricing, and variant structure using the Commerce Import API. NOT for configuring categories, entitlement policies and variants after the load — use admin/commerce-product-catalog. NOT for migrating the CPQ (SBQQ) catalog — use data/product-catalog-migration-cpq.

Use when bulk-loading or migrating Salesforce CPQ product catalog configuration data — SBQQ-namespaced objects including Product2, ProductOption, PriceRule, PriceAction, DiscountSchedule, ConfigurationAttribute, and OptionConstraint — across orgs or from an external source system. Trigger keywords: CPQ bulk load, SBQQ product migration, ProductOption insert order, CPQ trigger disable, price rule migration, CPQ sandbox refresh catalog, bundle migration. NOT for standard product import or CRM p...

Use when merging Account, Contact, or Lead records in Salesforce and needing to understand what data is kept, what is deleted, and what side effects occur on related records. Triggers: 'which fields win in a merge', 'child records after merge', 'merge duplicate accounts', 'Lead merge field resolution'. NOT for deduplication strategy design — use admin/duplicate-management. NOT for Apex Merge DML beyond its direct implications.

Use this skill when querying, integrating with, or troubleshooting the native Salesforce Revenue Cloud (RLM) data model — BillingSchedule, BillingScheduleGroup, Invoice, InvoiceLine, Payment, PaymentLineInvoice and FinanceTransaction standard objects and their relationships. Triggers on: Revenue Cloud object relationships, BillingSchedule data model, native Revenue Cloud SOQL, FinanceTransaction object, Invoice object Revenue Cloud, PaymentLineInvoice relationship. NOT for the legacy Salesfor...

Use when native Roll-Up Summary fields are not enough and the design needs Flow, Apex aggregate, or DLRS-style alternatives for lookup or advanced summary scenarios. Triggers: 'roll up summary on lookup', 'build a lookup rollup', 'count child records on a lookup'. NOT for ordinary master-detail roll-ups that fit native limits — use apex/cross-object-formula-and-rollup-performance.

Use when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity analysis. Trigger keywords: historical trending, opportunity snapshot, reporting snapshot, pipeline history, custom report type join. NOT for CRM Analytics (Tableau CRM / Einstein Analytics) or Marketing Cloud reports — use admin/einstein-analytics-basics.

Backup and restore strategy for Salesforce org data — native Backup, third-party, RPO/RTO. Triggers: Salesforce backup, restore strategy, data recovery. NOT for sandbox refresh data — use devops/sandbox-refresh-and-templates. NOT for metadata source control — use devops/salesforce-dx-project-structure.

Working with Salesforce Files at the data layer — `ContentVersion` (binary content + version metadata), `ContentDocument` (the shareable parent handle), `ContentDocumentLink` (the sharing / parent-record join), the 2 GB single-file and 10 MB feed-attached limits, the deprecated `Attachment` object, the Classic-only `Document` object, and Files Connect for external sources. Covers SOQL to enumerate files on a record, Apex insert / link patterns, and `ShareType` / `Visibility` sharing implicati...

Use this skill when designing data strategies for sandbox refreshes: which reference data must be re-seeded after every refresh, the native Data Seeding feature, SandboxPostCopy implementations that hand off to Queueable jobs for large data loads, and clearing stale data between sprints. Trigger keywords: seed data after sandbox refresh, SandboxPostCopy data strategy, native data seeding Salesforce, reference data re-seed after refresh, post-refresh data cleanup. NOT for refresh mechanics, sa...

Use this skill when Service Cloud orgs are consuming excessive data or file storage due to Case-related records, or when compliance requirements demand structured retention and deletion of case history. Trigger keywords: EmailMessage bloat, Email-to-Case storage, ContentDocument archival, case attachment cleanup, compliance retention policy, service storage optimization. NOT for generic archival across non-Service objects (CPQ, Sales Cloud, FSL) — use data/data-archival-strategies. NOT for lo...

Use when designing or reporting on Salesforce Service Cloud service metrics — covers the Case, Entitlement, and CaseMilestone object model, MTTR derivation via BusinessHours.diff(), IsViolated semantics, and ElapsedTimeInMins field usage for SLA reporting. Trigger keywords: MTTR, mean time to resolve, case milestone, entitlement SLA, IsViolated, CaseMilestone, first response time, resolution time, service KPI. NOT for setting up entitlement processes and milestones in Setup — use admin/entitl...

Plan, batch, and monitor Salesforce sharing recalculation jobs — including OWD changes, sharing rule add/remove, role hierarchy restructuring, and Apex managed share rebuild — to avoid multi-hour background jobs and data-access blackouts. NOT for diagnosing data-skew root causes (use admin/data-skew-and-sharing-performance), NOT for designing the sharing model itself (use admin/sharing-and-visibility), and NOT for Apex managed sharing row-cause creation (use apex/apex-managed-sharing).

Use when a SOQL query is running slowly, causing timeouts, or returning UNABLE_TO_LOCK_ROW errors in large data volume orgs. Covers index-aware query writing, selectivity rules, the Query Plan tool, skinny tables, and dynamic field-set queries. Triggers: slow soql query, query timeout, non-selective query, query plan tool, index usage, soql optimization, large object performance. NOT for org-wide large-data-volume architecture — ownership or account data skew, Big Object archival, tens of mil...

Use when a SOSL search (or global search) against a Salesforce Connect external object misbehaves: it returns no records, rejects an operator/function/clause, or silently drops matches. Covers the query-level rules that apply only to external objects — searchable field types (text only), the mandatory RETURNING clause, the 100-character search-string cap, unsupported operators (INCLUDES / LIKE / EXCLUDES), unsupported functions (toLabel / convertCurrency), unsupported clauses (UPDATE TRACKING...

Use when choosing or implementing SOSL for cross-object or full-text search, especially around SOSL vs SOQL, search groups, result shaping, and injection-safe dynamic search. Triggers: 'SOSL', 'FIND clause', 'cross object search', 'Search.query', 'SOSL injection', 'search across objects', 'search all objects at once', 'find a phone number or email across objects', 'search multiple sObjects'. NOT for a search that silently drops matches or stops at 250 rows — use data/sosl-search-result-limits...

Use when a SOSL search silently omits a record that clearly matches the search term — diagnosing the search engine's internal per-stage record caps: the 2,000-record term-matching scan (API v28.0+), the 250-record single-object default and how a WHERE or ORDER BY inside the RETURNING clause raises it to 2,000, the min(2000/n, 250) multi-object split, View All Data vs. per-user permission filtering of results, and the dynamic SearchQuery string-length thresholds (>4,000 chars strips logical op...

Use when adding result-scoping or result-shaping WITH clauses to a SOSL FIND query — WITH DivisionFilter, WITH DATA CATEGORY, WITH SNIPPET, WITH NETWORK, WITH PricebookId, WITH METADATA, WITH HIGHLIGHT, and WITH SPELL_CORRECTION — including their fixed clause order, supported objects, field-type limits, and API-version floors. Triggers: SOSL snippet, highlight search terms, filter by data category, community/network scoping, spell correction, pricebook filter, division filter. NOT for base FI...

Use this skill when configuring or troubleshooting Marketing Cloud subscriber identity, opt-in/opt-out status, list membership, suppression, or deduplication behavior. Triggers include: setting up Subscriber Key. NOT for Sales/Service Cloud contact management or SFMC audience segmentation via Data Extensions — use apex/marketing-cloud-data-views.

Use this skill when querying, migrating, auditing, or maintaining account-to-territory and user-to-territory data in a Salesforce Enterprise Territory Management (ETM) org. Covers Territory2ModelHistory audit queries, the Track Territory Assignment History feature (GA Spring '25), and coverage analysis SOQL with the AssociationCause filter. Trigger keywords: ObjectTerritory2Association, UserTerritory2Association, territory assignment data, territory coverage analysis, territory association bu...

Use this skill to design, configure, and maintain vector indexes in Salesforce Data Cloud via the Setup UI. Covers chunking strategy selection, index refresh mode, PII field exclusion, and index rebuild workflows. Trigger keywords: vector index, Data Cloud vector database, chunking strategy, index refresh mode, search index rebuild, embedding model selection, create a search index, choose vector or hybrid search. NOT for developer-facing retrieval APIs, Apex vector search queries, or SOQL-bas...

Use when designing or implementing volunteer management in Salesforce for nonprofits using NPSP or Nonprofit Cloud — covers V4S managed package objects vs. NPC-native volunteer objects, hours tracking, scheduling, and recognition workflows. NOT for planning an NPSP-to-Nonprofit-Cloud migration — use architect/nonprofit-cloud-vs-npsp-migration. NOT for donor lifecycle and moves-management requirements — use admin/donor-lifecycle-requirements. NOT for HR systems, commercial employee volunteerin...

Use this skill when auditing, upgrading, or standardizing Salesforce API versions across metadata components, sfdx-project.json sourceApiVersion, Apex classes, LWC bundles, Aura bundles, and integration endpoints. NOT for REST/SOAP API design patterns, OAuth configuration, or Metadata API deployment mechanics — use integration/api-versioning-strategy.