Collaborative Forecasts
Use this skill when setting up, configuring, or troubleshooting Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, and pipeline inspection integration. Trigger keywords: forecast type, forecast category, cumulative rollup, individual rollup, quota, forecast adjustment, forecast hierarchy, opportunity…
Analytics Permission And Sharing
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…
Change Data Capture Admin
Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective. NOT for CDC Apex trigger implementation (use change-data-capture-integration).
Case Management Setup
Configuring Salesforce case management: case queues, assignment rules, escalation rules, auto-response rules, Email-to-Case, Web-to-Case, case teams, entitlements, and milestones. Use when setting up or troubleshooting the Service Cloud case handling layer. Trigger keywords: email-to-case, web-to-case, escalation rules, case teams, entitlements, milestones, auto-response, case queue. NOT for case…
Approval Process Apex Patterns
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 submissio…
Acceptance Criteria Given When Then
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, sc…
Classic Email Template Migration
Migrating Classic email templates (Text, HTML with Letterhead, Custom HTML, Visualforce email) to Lightning Email Templates (LET) and the Email Template Builder. Covers merge-field translation, Letterhead-to-Enhanced-Letterhead conversion, Visualforce email retention strategy, folder reorganization, sender-context (OrgWideEmailAddress) preservation, and downstream Email Alert / Process Builder /…
Chatter Notification Tuning
Use when admins are reducing Chatter signal-to-noise across an org — covers org-level Chatter Email Settings, per-user Email Settings preferences, group-level email digest frequency (Daily / Weekly / Limited / Never), bell-icon Custom Notifications vs Chatter feed-post tradeoffs, automated-feed suppression on record types via Feed Tracking config, and the Chatter Settings org defaults that contro…
Agent Conversation Design
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 a…
Agent Output Formats
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).
Billing Schedule Setup
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 orde…
B2b Commerce Store Setup
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 con…
Commerce Catalog Strategy
Use this skill when designing a product catalog taxonomy, planning attribute strategy, or determining search and navigation structure for a B2B or B2C/D2C Commerce store. Triggers on: taxonomy design questions, attribute planning, search index strategy, category navigation structure, or merchandising hierarchy decisions. NOT for catalog configuration — object creation, WebStoreCatalog wiring, ent…
Care Coordination Requirements
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.
Bad Skill
missing required keys to exercise the Gate C static check
Campaign Planning And Attribution
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, ca…
Change Management And Training
Use this skill when planning user adoption, structuring Salesforce training materials, drafting release communications, or running a change impact assessment for a Salesforce rollout or update. Triggers: user adoption plan, training materials, release announcement, change impact, go-live communication. NOT for org deployment mechanics or sandbox promotion (use change-management-and-deployment).
B2b Vs B2c Requirements
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 admi…
Analytics Kpi Definition
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, analy…
Clinical Data Requirements
Use this skill when defining clinical data model requirements for Health Cloud: HL7/FHIR data mapping, interoperability requirements, FHIR R4-aligned object activation, CodeableConcept constraints, and middleware translation requirements. NOT for data migration procedures, Apex integration code, or generic data architecture unrelated to clinical interoperability.
AwesomeSalesforceSkills
Open-source Salesforce knowledge layer for AI coding assistants. 982+ source-grounded skills, 75 agents, 38-tool MCP server with live-org metadata. pip install sfskills-mcp.
Analytics Data Manager
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,…
Analytics Dashboard Json
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,…
Api Contract Documentation
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 impl…
Care Plan Configuration
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…
Care Program Management
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…
Ai Adoption Change Management
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…
Analytics Requirements Gathering
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 Analy…
Chatter Group Governance
Use when admins are governing the Chatter group lifecycle — creation policy, public/private/unlisted visibility decisions, group ownership transfer when owners leave, archived vs inactive vs deleted state changes, auto-archive behavior, naming conventions, group templates (Information Templates), and orphan-group cleanup after user terminations. Triggers: 'we have 800 dead chatter groups', 'group…
Activity And Task Patterns
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).
App And Tab Configuration
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…
B2c Commerce Store Setup
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, BuyerGro…
Change Management And Deployment
Use when planning, reviewing, or troubleshooting Salesforce metadata releases and admin deployment processes. Triggers: 'change set', 'deployment plan', 'rollback', 'DevOps Center', 'SFDX deploy', 'release checklist', 'production deployment'. NOT for writing CI pipeline code unless the key problem is release method and governance.
Analytics Adoption Strategy
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 adoptio…
Approval Processes
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.
Ai Use Case Assessment
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.
Ai Ethics And Governance Requirements
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…
Analytics Dashboard Design
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.
Analytics Recipe Design
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.
Assignment Rules
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…
Client Onboarding Design
Use this skill when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint, welcome journey, intake process design. NOT for Action Plan template configuration me…
Batch Job Scheduling And Monitoring
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).
Analytics Dataflow Development
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.
Change Advisory Board Process
Use when designing, implementing, or auditing a Change Advisory Board (CAB) process for Salesforce deployments — covering change classification (standard, normal, emergency), required approvals, deployment gate sequencing, and integration with external ITSM tooling. NOT for record-level approval workflows (use Salesforce Approval Processes for business-object approvals), NOT for detailed pipeline…
Sample Security Pattern
When to use this skill. Trigger keywords. What it does NOT cover.
Analytics Dataset Management
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 fo…