Salesforce D2c Setup
Use when setting up, configuring, or troubleshooting a Salesforce D2C (or B2B) Commerce store — WebStore/catalog/categories/pricebooks, product images (the CMS multipart upload), the two cart-calculation frameworks (legacy sfdc_checkout vs CartExtension/Cart Calculate), payment + shipping + tax integrations (mock or real), promotions + coupons, inventory, buyer groups + entitlement (incl. Commerc…
Salesforce Field Service
Use when enabling, configuring, or troubleshooting Salesforce Field Service (a.k.a. Agentforce Field Service and Operations / FSL) — the org-pref enablement (FieldServiceSettings), installing the Field Service MANAGED PACKAGE (Dispatcher Console + scheduling optimizer + Guided Setup), Guided Setup, permission set licenses + permission sets, service territories/operating hours/resources/skills/cre…
Salesforce Rlm
Use when building, deploying, or troubleshooting ANY Salesforce Revenue Cloud / Revenue Lifecycle Management (RLM) solution — also branded Subscription Management, Revenue Cloud Advanced (RCA), and Agentforce Revenue Management (ARM). Covers the whole quote-to-cash lifecycle on the CORE platform (not the legacy CPQ/Billing managed packages): Product Catalog Management (Product2, ProductSellingMod…
Salesforce Service
Use when setting up, configuring, or troubleshooting Salesforce Service Cloud — Case management + lifecycle (record types, BusinessProcess/support processes, queues, assignment/escalation/auto-response rules, validation), case intake (Email-to-Case, Web-to-Case), agent productivity (Service Console, Macros, Quick Text, Case Feed), Lightning Knowledge (enablement, data categories, publishing, dyna…
Salesforce Agentforce
Use when building, deploying, or troubleshooting ANY Salesforce Agentforce solution (any industry/domain) — Agentforce agents (Agent Script authoring bundles, headless invocation), Data Cloud (DLO/DMO, Identity Resolution, Calculated Insights via Connect API), Messaging for Web (MIAW) embedded chat with JWT user verification + conversation-identity hardening, the CRM-vs-Data-Cloud architecture de…