Pranav Nagrecha

Use when configuring standard Salesforce Quotes, building quote templates for PDF generation, emailing quotes, syncing quotes to opportunity products, or setting up discount approvals on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items', 'QuoteSettings', 'enableQuote', 'QuoteStatus', 'allowEmail', 'SyncedQuoteId', 'IsSyncing', 'QuoteLineItem', 'QuoteDocument', 'GrandTotal', 'Pricebook2Id'. NOT for CPQ (SBQQ) quote templates — use admin/cpq-quote-templates. NOT for the end-to-end quote-to-cash process — use admin/quote-to-cash-requirements.

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Turn a verified Salesforce research packet into a concise, role-aware learning brief with clear objectives, concept sequencing, worked examples, release caveats, checks for understanding, and citations mapped to claims. Trigger keywords: teach me Salesforce, explain Salesforce concept, create learning brief, Salesforce study guide, role-based lesson. NOT for open-ended source discovery or freshness verification — use architect/salesforce-learning-research first. NOT for generating production metadata or changing an org.

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Use when deciding which Salesforce automation tool should own a requirement, including before-save and after-save Flow, screen Flow, scheduled Flow, invocable Apex, Apex triggers, and migration off Workflow Rules or Process Builder. Triggers: 'Flow or Apex trigger', 'which automation tool should I use', 'Process Builder migration', 'Workflow Rule retirement', 'same-record update or trigger', 'automation decision record', 'why did we reject Apex', 'one object one order', 'automation inventory for this object', 'scheduled Flow or Batch Apex'. NOT for 'which tool should stamp this field on save, and will it recurse' — use admin/workflow-field-update-patterns. NOT for actually running the conversion of an existing Process Builder — use flow/process-builder-to-flow-migration.

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Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams — one lane per actor, explicit decision points, parallel and exception/sad paths, and per-step automation-tier annotations that drive downstream build decisions. Trigger keywords: As-Is To-Be salesforce process, swim lane salesforce, business process map, automation candidate identification, sad path documentation, process actor mapping, manual residue. NOT for Opportunity stage and exit-criteria design — use admin/sales-process-mapping. NOT for picking Flow vs Apex for one requirement — use admin/process-automation-selection.

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Use when designing or refactoring Salesforce access architecture around minimal profiles, permission sets, permission set groups, muting, and assignment governance. Triggers: 'profile sprawl', 'permission set strategy', 'PSG architecture', 'access bundle design', 'least privilege', 'how to slice permission sets', 'permission set naming convention', 'permission set license restriction', 'PSG status Outdated', 'permissionset-meta.xml'. NOT for PSG muting mechanics and recalculation order — use admin/permission-set-group-composition. NOT for record-sharing model design — use admin/sharing-and-visibility. NOT for time-boxing an assignment — use admin/permission-set-expiration.

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Use when configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction records, enabling multi-currency pricing, configuring Product Schedules (Revenue and Quantity), or troubleshooting incorrect prices on Opportunity line items and Quotes. Triggers: 'add product to pricebook', 'pricebook entry', 'standard pricebook', 'product catalog', 'multi-currency product pricing', 'product schedule', 'revenue schedule', 'quantity schedule', 'deactivate product'. NOT for bulk catalog loads — use data/product-catalog-data-model. NOT for CPQ bundles and product rules — use admin/cpq-product-catalog-setup.

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Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects. Triggers: 'add guidance to stages', 'key fields on path', 'celebrate closed won', 'path not showing', 'configure path steps', 'confetti on stage change'. NOT for creating the stage picklist — use admin/opportunity-management. NOT for in-app prompts — use admin/in-app-guidance-and-walkthroughs. Metadata: PathAssistant, PathAssistantStep, PathAssistantSettings, pathAssistantEnabled, canOverrideAutoPathCollapseWithUserPref, runtime_sales_pathassistant:pathAssistant, picklistValueName, recordTypeName, BusinessProcess.

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Use when selecting the right Salesforce CPQ pricing model for a product line — the four native Pricing Methods (List, Cost Plus Markup, Block, Percent of Total) and Range vs Slab Discount Schedule types — before any configuration begins. Trigger keywords: CPQ pricing method, SBQQ__PricingMethod__c, Cost Plus Markup, Block Pricing design, Percent of Total design, discount schedule type, Range vs Slab discount, pricing model strategy, which CPQ pricing mechanism to use. NOT for configuring Price Rule objects — use admin/cpq-pricing-rules. NOT for pricing without CPQ — use admin/products-and-pricebooks.

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Use when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site. Triggers: 'gathering requirements for customer portal', 'planning Experience Cloud site', 'what license for community portal', 'portal user journey mapping', 'self-service requirements'. NOT for building the site in Experience Builder — use admin/experience-cloud-site-setup. NOT for designing the deal-registration and MDF processes themselves — use admin/partner-community-requirements. More trigger keywords: portal persona licence matrix, which Experience Cloud licence do these requirements imply, external user needs a Contact and Account, sharing set vs sharing rule for a portal, self-registration vs SSO for a portal, portal requirements catalogue, handoff to Experience Cloud site setup.

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Design guidance for program outcome measurement in Salesforce nonprofit orgs: logic model structure, indicator taxonomy, impact reporting design, and grant compliance reporting using NPSP Program Management Module (PMM) or Nonprofit Cloud (NPC) Outcome Management. NOT for configuring PMM programs, cohorts and service deliveries - use admin/npsp-program-management. NOT for setting up grant tracking, funding awards and disbursements - use admin/grant-management-setup.

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Build Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured mobile/desktop posture, and journeys walk each task end-to-end with friction tags that drive UX decisions. NOT for stakeholder authority / RACI (use admin/stakeholder-raci-for-sf-projects), NOT for system-side process flows (use admin/process-flow-as-is-to-be), NOT for Lightning page design itself (use admin/lightning-app-builder-advanced or the lightning-record-page-auditor agent), NOT for pure design / UX research disconnected from org artifacts.

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Use this skill when defining patient engagement portal requirements for Health Cloud: appointment scheduling, secure in-portal messaging, health assessments, patient education, and self-service features. NOT for care team workflows, SDOH barriers and care gaps — use admin/care-coordination-requirements. NOT for patient portal licensing and cloud topology — use architect/health-cloud-multi-cloud-strategy.

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Use when creating or managing picklist fields: choosing between Global Value Sets and object-local picklists, configuring controlling and dependent field relationships, managing picklist values, and replacing values in existing data records. NOT for why the API or an integration ignores a dependency matrix - use admin/field-dependency-and-controlling. NOT for cleaning up degraded, unrestricted or orphaned picklist values - use admin/picklist-field-integrity-issues. NOT for record type picklist filtering - use admin/record-types-and-page-layouts. Keywords: GlobalValueSet, StandardValueSet, __gvs suffix, customValue, valueSetName, valueSetDefinition, restricted picklist, GlobalValueSetTranslation, OpportunityStage, CaseStatus.

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Use when designing or auditing Salesforce access control — deciding between Profiles, Permission Sets, and Permission Set Groups. Triggers: 'user can't see field', 'too many profiles', 'permission model', 'least privilege', 'profile migration', 'what stays on the profile', 'profile only settings', 'login hours permission set', 'layout assignment permission set', 'IsOwnedByProfile', 'profile retrieve empty'. NOT for sharing rules or record-level access — use admin/sharing-and-visibility for that.

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Use this skill to define and validate the requirements for a Salesforce Partner Relationship Management (PRM) implementation: deal registration flows, lead distribution models, partner tier hierarchies, MDF budget tracking, and co-marketing content entitlement. Trigger keywords: partner community requirements, PRM deal registration setup, channel partner portal requirements, lead distribution partner, partner tier management, MDF tracking, co-marketing entitlement. NOT for implementing the partner sharing model — use data/partner-data-access-patterns. NOT for building the portal in Experience Builder — use admin/experience-cloud-site-setup. More trigger keywords: partner portal design worksheet, partner tier licence and role depth, PartnerAccountId blank on opportunity, portal role Executive Manager User, sharing set does not support Lead, enable partner user greyed out, offboard a partner firm, PartnerMarketingBudget PartnerFundRequest PartnerFundClaim, ChannelProgramLevel partner tier, deal registration acceptance step.

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Picklist governance for Salesforce admins — Restricted vs Unrestricted, Global Value Sets vs local picklists, value deactivation that breaks reports, dependent picklists with deactivated controllers, and the 'value not in picklist' phantom-data problem. Covers the per-record-type value selection model, the API-vs-label mismatch trap, and the mass-replace-values runbook. NOT for auditing an org where invalid values already exist or record-type mappings have drifted — use admin/picklist-field-integrity-issues. NOT for creating a picklist field or wiring up a dependent picklist — use admin/picklist-and-value-sets.

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Use when an assignment must expire on a date, not stand forever. Trigger keywords: permission set expiration date, permission set group expiry, temporary access, time-boxed elevation, contractor access, ExpirationDate. NOT for PSG composition - use admin/permission-set-group-composition. NOT for muting mechanics - use security/permission-set-groups-and-muting. NOT for criteria-based auto-assignment - use admin/user-access-policies.

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Use when picklist data quality has degraded: unrestricted picklists accepting garbage API values, dependent picklist relationships bypassed by integrations, record type picklist value mappings drifting out of sync, or orphaned values appearing in reports. NOT for the value-deactivation runbook or the API-name-vs-label trap — use admin/picklist-data-integrity. NOT for initial picklist creation or Global Value Set design — use admin/picklist-and-value-sets. NOT for record type configuration itself — use admin/record-types-and-page-layouts.

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Tactical guidance for composing Permission Set Groups: layering permission sets, applying Mute Permission Sets to subtract narrow capabilities, sequencing the recalculation lifecycle, deletion order, and assignment-vs-activation lifecycle. Triggers: 'PSG composition', 'mute permission set', 'PSG recalculation', 'cannot delete permission set in PSG', 'PSG explosion', 'expired PSG assignment'. NOT for the strategic profile-vs-PSG choice or migrating off profiles - use admin/permission-set-architecture. NOT for record-sharing design (OWD, role hierarchy, sharing rules) - use admin/sharing-and-visibility.

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Automating post-sandbox-refresh cleanup via the `SandboxPostCopy` interface — the Apex class that runs ONCE after a sandbox refresh or clone completes, before users can log in. Used to mask emails, deactivate users, scrub integration endpoints, disable scheduled jobs, and reapply per-environment configuration the metadata copy doesn't carry. Covers the interface contract (`runApexClass` setting, `SandboxContext` parameter, single-execution semantics), the email-masking pattern that stops sandbox tests emailing production addresses, and the refresh runbook checklist. NOT for choosing sandbox type or refresh cadence — use admin/sandbox-strategy. NOT for re-seeding reference data after a refresh — use data/sandbox-refresh-data-strategies. Trigger keywords: SandboxPostCopy, runApexClass, SandboxContext, Test.testSandboxPostCopyScript, RunAsAutoProcUser, Automated Process user, CronTrigger, System.abortJob, sandbox email masking, post-refresh runbook.

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Use when configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — endpoint setup, field selection, retry behavior, and delivery monitoring. NOT for the listener's session ID callback into Salesforce — use integration/outbound-messages-and-callbacks. NOT for JSON webhooks or Flow-triggered pushes — use integration/outbound-webhook-from-salesforce. Keywords: WorkflowOutboundMessage, outboundMessages, endpointUrl, includeSessionId, integrationUser, useDeadLetterQueue, apiVersion, SOAP Ack, .workflow file, approval outbound message action.

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Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose. Triggers: 'Developer sandbox', 'Developer Pro', 'Partial Copy', 'Full sandbox', 'sandbox refresh', 'data masking', 'test environment', 'Gov Cloud sandbox'. NOT for how many environments a program needs and how they map to branches - use devops/environment-strategy. NOT for re-seeding reference data after a refresh - use data/sandbox-refresh-data-strategies. Also covers: SandboxPostCopy Apex class, SandboxInfo and SandboxProcess Tooling API, SandboxSettings metadata, sandbox topology table, refresh calendar.

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Use when preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to stakeholders. Triggers: 'upcoming Salesforce release', 'release notes triage', 'Release Updates', 'sandbox preview opt-in', 'release readiness checklist', 'production upgrade date', 'feature impact', 'critical update', 'roll out the Spring release safely', 'is our org ready for the Spring release', 'release update settings metadata', 'FlowSettings release update field', 'release run sheet', 'preview sandbox refresh freeze', 'settings deploy flipped a release update'. Also covers: which Release Updates are deployable as Settings metadata, the release run sheet artefact, and the preview opt-in refresh-date rule. NOT for planning your own release train — use devops/release-management. NOT for user training and go-live comms — use admin/change-management-and-training.

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Distinguish the six real reasons a Salesforce query can 'fail', and the protocol for diagnosing before declaring: object doesn't exist, not queryable in edition, permission-denied, field-level errors, namespace prefix missing, API version mismatch. NOT for one object's own query restrictions, required filters or row caps - use apex/soql-object-limits-and-restrictions. NOT for a query that works but is slow - use data/soql-query-optimization.

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