Claude Skills by SalesforceLabs

Guides AFLS Account Management configuration for web and mobile apps. Use when user asks about provider card, addresses, affiliations, ratings, account search, search before create (SBC), data change requests (DCR), business licenses, multi-object component, ARC graph, ContactPointAddress, HealthcareProvider, ProviderAffiliation, or Admin Console account settings.

Guides AFLS Activity Plan configuration for web and mobile apps. Use when user asks about activity plans, account goals, weighted territory goals, shared territory goals, provider activity goals, goal measures, product goals, activity plan review, activity plan batch jobs, time periods, plan cycle, or Admin Console activity plan settings.

Guides Agentforce for AFLS configuration (Winter '26 feature). Use when user asks about Field Sales Agent, agent topics, agent actions, daily briefing, HCP summarization, next best action predictions, visit logging via voice, Einstein Studio integration, or Agentforce customization. For Agentforce Welcome Center utterances/prompts on the mobile home page, use the afls-home-page-configuration skill instead.

Guides AFLS App Alerts and Notifications configuration for web and mobile apps. Use when user asks about app alerts, record alerts, notifications, recommendations, guided actions, home office announcements, app alert territory, app alert user response, notification pane, bell icon, or AppAlert objects.

Guides Briefings (Daily Podcasts) configuration and troubleshooting. Use when user asks about Briefings, Field Insights, Daily Podcasts, audio briefings, Kokoro TTS, PresentationContent, podcast text generation, or on-device audio.

Guides AFLS Calendar, Time Off Territory, Routine, and My Team configuration. Use when user asks about calendar settings, Planner Administration, time off territory (TOT), routines, shared calendar, colleague visits, calendar event types, Time Off Territory events, business hours, slot-based TOT, or My Team in AFLS.

Guides migrating AFLS org configuration (Admin Console settings, DB Schema, trigger handlers, quick/custom actions) between orgs using export → diff → selective import. Use when the user wants to copy, promote, migrate, sync, or replicate AFLS configuration from one org (e.g. a sandbox) to another (e.g. UAT or production), compare config drift, or apply a saved config snapshot. This is for CONFIGURATION metadata, not data records — for loading accounts/HCPs/territory data use afls-data-migrat...

Guides AFLS Consent Management configuration for web and mobile apps. Use when user asks about consent capture, communication subscriptions, opt-in, opt-out, engagement channel types, compliance statements for consent, digital signatures, consent history, contact point consent, or CommunicationSubscription/CommSubscriptionConsent objects.

Guides AFLS Custom Script configuration for validation, checklists, and Visit Action Validation. Use when user asks about custom scripts, visit validation scripts, CodeText, LifeScienceCustomScript, IIFE patterns, Locker Service proxy issues, or headless LWC validation components.

----|------------| | Account (HCP) | Account (PersonAccount) + HealthcareProvider | | Account (HCO) | Account (Business Account) | | Address_vod__c | ContactPointAddress | | Affiliation_vod__c | ProviderAffiliation | | Territory2 | Territory2 (same) | | Call2_vod__c | Visit + ProviderVisit | | Call2_Detail_vod__c | ProviderVisitProdDetailing | | Sample_Transaction_vod__c | InventoryOperation + ProductDisbursement | | Product_vod__c | Product2 + LifeSciMarketableProduct |

Expert knowledge of the AFLS data model concepts. Use when user asks about AFLS objects, relationships, or needs help understanding the data architecture. Always verify actual API names with describe_sobject.

Manages AFLS DB Schema records (mobile object metadata cache configuration). Use when user asks about DB Schema, DbSchema, mobile sync objects, SOQL filter conditions on DbSchema, enabling/disabling objects for mobile, object metadata cache settings, or which objects sync to iPad.

Guides loading demo data into AFLS orgs. Covers territory hierarchies, accounts (HCO/HCP), healthcare providers, contact points, business licenses, territory assignments, PATI/PATS records, and therapy-area scenarios. Use when user asks about creating demo data, sample data, test data, or setting up an AFLS demo org.

Guides AFLS Events Management configuration for web and mobile apps. Use when user asks about Managed Events, MngEvent, Speaker Events, event participants, event resources, event budgets, estimated expenses, event workflow path / stage path / Stage Objects, the Draft → Pending Approval → Approved progress bar, event venues / locations, or LifeSciStageObject / LifeSciStagePath / LifeSciStageValue / LifeSciStageOperation records.

Guides AFLS Field Email configuration and setup. Use when user asks about field email, email templates, email queue, email jobs, consent for email, communication subscriptions, fragment jobs, HTML email templates, email settings, or sending emails from AFLS.

This skill activates when users ask about org health, configuration status, or want a general assessment of their AFLS setup.

Guides AFLS Home Page configuration for web and mobile apps. Use when user asks about home page setup, widgets, announcements, quick actions, Lightning App Builder configuration for AFLS, Agentforce Welcome Center utterances/prompts, or configuring recommended utterances on the mobile home page.

Reviews an AFLS / Life Sciences Cloud implementation against field-observed anti-patterns that cause production incidents and blocked go-lives — sharing model, sample/inventory, mobile sync, over-customization, territory realignment, data/MDM, Agentforce scoping, and UAT/go-live discipline. Use when the user asks to review, assess, health-check, or de-risk an implementation or design; is planning a go-live; is deciding whether to add a custom object or change an OWD/permission; or is diagnosi...

Guides AFLS module implementations with best practices, checklists, and configuration steps. Use when user asks about implementing, configuring, or setting up any AFLS module (Account Management, Visit Management, Sample Management, Territory Alignment, Activity Plans, etc.).

------ For integration pattern details, call `search_afls_knowledge({ query: "integration patterns" })` to get sourced documentation. |----------| | MuleSoft | Complex enterprise integrations, API-led connectivity | | Informatica | MDM integrations, data quality | | Salesforce Connect | Real-time external data access (no data copy) | | Platform Events | Real-time event-driven integration | | Bulk API 2.0 | High-volume batch data loading | | REST/SOAP API | Real-time record operations |

Guides AFLS Intelligent Content (CLM) configuration. Use when user asks about presentations, content management, CLM, closed loop marketing, content library, presentation settings, HTML presentations, PDF presentations, content API, territory distribution, presentation pages, dynamic content, Presentation object configuration, content player, menu player, or recommended/targeted presentations.

Guides AFLS Key Account Management (KAM) configuration for web and mobile apps. Use when user asks about account plans, KAM account plan templates, goal definitions, action plan templates, assessment tasks, account plan stakeholders, account plan participants, SWOT analysis, territory business plans, or AccountPlan/GoalDefinition/ActionPlanTemplate/AccountPlanObjective/AccountPlanStakeholder objects.

Guides AFLS Lists & Filters configuration and end-user functionality. Use when user asks about account lists, account filters, static lists, advanced filters, NBC filters, activity plan filters, bulk actions, map view, best time filter, or account list configuration in Admin Console.

Manages AFLS Mobile Application Settings in the Admin Console. Use when user asks about mobile app settings, default browser, password type, dashboard refresh, app download URL, background notifications, advanced search, dynamic actions, platform events, survey branching, or profile-based app settings.

Validates AFLS Mobile app configuration to prevent issues. Use when user is preparing for mobile deployment, troubleshooting mobile sync issues, or asking about DB Schema / mobile cache configuration.

Guides AFLS Next Best configuration — NBC (Next Best Customer), NBA (Next Best Action), and NBM (Next Best Message). Use when user asks about Next Best Customer, Next Best Action, Next Best Message, TerritoryAccountScore, TerritoryAcctRcmdAction, TerritoryAcctProdMsgScore, NBC widget, NBA widget, NBM recommendations, or Einstein Studio predictive models for AFLS.

Guides AFLS Product Management configuration. Use when user asks about product hierarchy, LifeSciMarketableProduct, product territory alignment, product messages, product objectives, product restrictions, product account restrictions, territory product priorities, ProductGuidance, TerritoryProdtQtyAllocation, or Admin Console > Product Hierarchy.

Guides AFLS Quick Actions and Custom Actions configuration for web and mobile apps. Use when user asks about quick actions, custom actions, floating action button, or Admin Console action administration.

---------| | Call Frequency | Visit (completed count by account) | | Reach | ProviderAcctTerritoryInfo (accounts with visits) | | Detailing Effectiveness | ProviderVisitProdDiscussion (message coverage) | | Sample Compliance | ProviderSampleLimit (limit utilization %) | | Goal Achievement | ProviderActivityGoal (actual vs target) | | Territory Coverage | ProviderAcctTerritoryInfo (visited vs total) |

Guides AFLS Sample Management configuration for inventory, sample limits, and sample limit validation. Use when user asks about sample inventory, sample drops, sample limits, sample limit validation on mobile, PDMA compliance, inventory operations, production batches, product items, inventory counts, signature requirements, or Product2/LifeSciMarketableProduct/ProviderSampleLimit/ProviderSmplLmtTmplAssignment objects.

Guides AFLS Surveys configuration and usage. Use when user asks about surveys in AFLS, survey launch during visits, survey responses, survey sharing with territory, survey locking on mobile, SurveyResponse/SurveySubject objects, or Survey object configuration.

Guides AFLS Territory Alignment configuration and administration. Use when user asks about territory setup, account-to-territory assignments, zip code alignment, brick code alignment, affiliation alignment rules, territory batch jobs, ObjectTerritory2Association, TerritoryProviderAffiliationAlignmentRule, or ProviderAcctTerritoryInfo objects.

Diagnoses and resolves AFLS issues. Use when user reports errors, unexpected behavior, or needs help debugging AFLS configurations, FlexCards, OmniScripts, or Salesforce org issues.

Guides AFLS User Management — permission sets, permission set licenses, profiles, role hierarchy, license capacity, and territory-user associations. Use when user asks about user provisioning, permission set assignments, PSL capacity, role hierarchy, user access, license management, or why a user can't see data or features.

Guides AFLS Visit Management configuration for web and mobile apps. Use when user asks about visit setup, visit engagement page, visit record types, product detailing, visit signatures, Admin Console visit settings, or ProviderVisit objects.

Helps construct and execute SOQL queries against AFLS orgs. Use when user needs to query data, check configurations, or explore the AFLS data model in their Salesforce org.