Configure and manage Field Service Lightning work orders: work types, work order line items, service appointments, status flow, and auto-creation via maintenance plans. NOT for choosing which technician gets the appointment (work rules, scheduling policies) — use admin/fsl-scheduling-policies. NOT for setting up the technicians, their skills or capacity — use admin/fsl-resource-management.
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Use when building, configuring, or troubleshooting email sends in Marketing Cloud Email Studio and Content Builder. Triggers: 'dynamic content', 'send classification', 'A/B test email', 'Content Builder template', 'triggered send', 'suppression list', 'Commercial vs Transactional'. NOT for MCAE (Pardot) — use admin/mcae-pardot-setup. NOT for Journey Builder orchestration — use admin/journey-builder-administration.
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Use when configuring or troubleshooting Salesforce Enterprise Territory Management (ETM): territory models, territory types, territory hierarchies, account assignment rules, opportunity territory assignment, and forecast by territory. Trigger keywords: territory model, territory hierarchy, ETM, assign accounts to territories, territory forecast, territory activation. NOT for choosing the coverage model first — use admin/territory-design-requirements. NOT for role hierarchy — use admin/sharing-and-visibility. NOT for Field Service ServiceTerritory — use admin/fsl-service-territory-setup. Trigger keywords: Territory2, Territory2Model, Territory2Rule, territory2Model-meta.xml, ObjectTerritory2Association, UserTerritory2Association, territory assignment rule, run assignment rules, territory access level, Manage Territories permission.
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Use this skill to design, configure, and troubleshoot Salesforce Entitlement Management on Cases: entitlement processes, milestone definitions, recurrence types, milestone actions (success/warning/violation), business hours assignment, and entitlement templates. Covers the deployable EntitlementProcess / MilestoneType / EntitlementTemplate / EntitlementSettings metadata, signed timeLength time triggers, recurrenceType semantics, process versioning, and how a milestone actually completes. Trigger keywords: entitlement process, milestone, SLA timer, milestone tracker, first response SLA, time trigger, recursChained, CaseMilestone, EntitlementId, SlaProcess, stopped clock. NOT for SLA milestones on Field Service work orders — use admin/fsl-sla-configuration-requirements. NOT for time-based case escalation rules — use admin/escalation-rules. NOT for the business-hours calendar itself — use admin/business-hours-and-holidays.
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Configure and troubleshoot Salesforce Case Escalation Rules: time-based escalation entries, business hours configuration, escalation actions (email alerts and reassignment), and diagnosing why cases are not escalating. Covers the EscalationRules metadata shape, businessHoursSource and escalationStartTime semantics, staged escalationAction thresholds, deploy-inactive parallel-run cutover, and monitoring escalated cases. Trigger keywords: escalation rule, case not escalating, SLA breach notification, escalate after X hours, reassign case automatically, IsEscalated. NOT for SLA milestone timers — use admin/entitlements-and-milestones. NOT for case routing on creation — use admin/assignment-rules. NOT for the calendar itself — use admin/business-hours-and-holidays.
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Set up or tune Experience Cloud content moderation: keyword/criteria rules, member reputation system, moderation queue. Triggers: 'set up community content moderation', 'configure reputation levels', 'flagging rules Experience Cloud', 'moderation queue setup', 'keyword blocking community', 'approve community posts before publishing'. NOT for publishing or scheduling CMS articles on the site — use admin/experience-cloud-cms-content. NOT for deciding which behaviours to reward or how to name reputation tiers — use admin/community-engagement-strategy.
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Configure SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure. Triggers: 'configure SEO for community site', 'Experience Cloud page titles meta descriptions', 'sitemap generation community portal', 'robots.txt Experience Cloud', 'noindex Experience Builder page'. NOT for creating the site, LWR vs Aura, or custom domain setup — use admin/experience-cloud-site-setup. NOT for pages a crawler cannot reach because the guest user lacks access — use admin/experience-cloud-guest-access.
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Dependent picklists in Salesforce: controlling field (picklist or checkbox), dependent picklist, valueSettings matrix in metadata, API behavior via SOAP/REST, LWC lightning-combobox with dependency. NOT for creating picklist fields or Global Value Sets and replacing retired values - use admin/picklist-and-value-sets. NOT for filtering picklist values per record type or layout - use admin/record-types-and-page-layouts. Keywords: controllingField, valueSettings, controllingFieldValue, valueName, checked/unchecked checkbox controller, RecordTypePicklistValue, isDependentPicklist, getController, validFor, controllerValues.
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Use when designing, reviewing, or troubleshooting Salesforce connected apps, External Client Apps, Named Credentials, External Credentials, and OAuth-based integration access. Triggers: 'connected app', 'OAuth flow', 'client credentials', 'JWT bearer', 'Named Credential', 'External Credential', 'integration user', 'IP restrictions', 'connectedApp-meta.xml', 'ExternalClientApplication', 'ExtlClntAppOauthSettings', 'isAdminApproved', 'refreshTokenPolicy', 'ipRelaxation', 'consumer key', 'consumer secret', 'permittedUsersPolicyType'. NOT for OAuth error codes you are already seeing — use admin/connected-app-troubleshooting. NOT for External Credential principal-type setup steps — use integration/named-credentials-setup.
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Use when gathering or evaluating requirements for a Salesforce Commerce Cloud digital storefront — branding strategy, content management approach, personalization, mobile experience, and accessibility compliance. Trigger keywords: SFRA branding, PWA Kit storefront, composable storefront, storefront accessibility, WCAG Commerce Cloud, overlay cartridge branding, mobile storefront, storefront personalization, content slots. NOT for building the site in Business Manager — use admin/b2c-commerce-store-setup. NOT for SCAPI design, Managed Runtime and caching strategy — use architect/headless-commerce-architecture.
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Use when authoring, reviewing, or maintaining Salesforce DevOps operational documents — runbooks, environment matrices, deployment guides, and post-deploy validation checklists. Triggers: 'runbook', 'environment matrix', 'deployment guide', 'pre-deploy checklist', 'post-deploy validation', 'how do I document a deployment', 'rollback procedure template'. NOT for what actually belongs on the pre-deploy gate — use devops/pre-deployment-checklist. NOT for release calendar, versioning, or go/no-go governance — use devops/release-management. Also covers: the devops-process YAML artefact (environment ladder, change-request state machine, deploy contract, deploy order, RACI), the deployOptions the runbook must record (checkOnly, testLevel, rollbackOnError, ignoreWarnings, purgeOnDelete, singlePackage, runTests), destructiveChangesPre/Post ordering, and the change-request emergency path.
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Use when a practitioner needs to classify the risk level of an upcoming Salesforce deployment, define rollback trigger conditions, or assign decision authority before the release window opens. Triggers: 'how risky is this release', 'what needs rollback planning', 'classify deployment risk', 'pre-deployment risk checklist', 'rollback decision authority', 'high risk metadata types'. NOT for executing the deployment itself, writing CI/CD pipeline code, or troubleshooting failures after a deployment has already run — use admin/change-management-and-deployment for execution planning and devops/deployment-error-troubleshooting for post-failure diagnosis.
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Use when configuring delegated administration to allow non-system-admin users to manage specific user groups, reset passwords, assign permission sets, or administer custom objects. Covers the DelegateGroup metadata type (delegateGroups/*.delegateGroup-meta.xml), its roles / profiles / permissionSets / permissionSetGroups / groups / customObjects / loginAccess fields, delegate-group log-in-as, and the deploy and review path for them. NOT for creating, deactivating or licensing users yourself — use admin/user-management. NOT for auto-assigning permission sets from user attributes — use admin/user-access-policies.
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Designing data stories and narrative-driven analytics in Salesforce: structuring CRM Analytics dashboards for executive communication, text widgets and conditional highlights for annotation, sequential narrative in Tableau Story sheets, and Einstein Discovery narrative REST endpoints. Trigger keywords: data storytelling dashboard, executive analytics narrative, CRM Analytics text widget annotation, Tableau story sheet, smart data discovery narrative API. NOT for building the Einstein Discovery story or prediction definition - use admin/einstein-discovery-setup. NOT for choosing between Reports, CRM Analytics and Tableau - use admin/einstein-analytics-basics.
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Diagnose and mitigate Salesforce data skew — ownership skew (single user owns >10,000 records) and parent-child skew (>10,000 children under one parent) — that cause sharing recalculation slowness, group membership lock errors, and record-level locking failures. Covers lookup skew and UNABLE_TO_LOCK_ROW, Defer Sharing Calculation (deferGroupMembership / deferSharingRules in Sharing.settings), ownership bucket groups, Controlled by Parent OWD, Bulk API serial vs parallel concurrency for skewed loads, and the documented load ordering for roles, groups and sharing rules. NOT for planning and batching a recalculation job — use data/sharing-recalculation-performance. NOT for designing the sharing model itself — use admin/sharing-and-visibility.
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Use when configuring or operating the native Salesforce Data Export Service (Setup → Data Export) — weekly or monthly CSV export, attachment inclusion, file-size split, the 48-hour download window, and the gap between this free utility and the paid Salesforce Backup and Restore product. Triggers: 'data export service', 'weekly export', 'export attachments', 'data export 48 hour download', 'data export missing objects', 'is weekly export a backup', 'bulk api 2.0 query job export', 'data loader extract batch', 'process-conf.xml export', 'incremental export systemmodstamp', 'export inventory retention owner'. NOT for the paid Salesforce Backup and Restore product (use that as a separate tool), NOT for Bulk API extraction (use data/bulk-api-patterns), NOT for HA/DR architecture (use architect/ha-dr-architecture).
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Create, filter, refresh, and activate audience segments in Salesforce Data Cloud: segment types (Standard, Real-Time, Waterfall, Dynamic, Data Kit), segment refresh schedules, activation field mapping, audience publishing. NOT for the SQL metrics a segment filters on - use admin/data-cloud-calculated-insights. NOT for ingestion, DLO to DMO mapping and identity resolution - use data/data-cloud-data-streams.
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Use this skill when configuring or troubleshooting Data Cloud identity resolution rulesets — matching rules, reconciliation rules, unified profiles, and cross-device identity linking. Trigger keywords: identity resolution ruleset, unified individual, match rule, reconciliation rule, unified profile, cross-device identity, Data Cloud deduplication, cluster creation. NOT for CRM duplicate and matching rules — use admin/duplicate-management. NOT for overall Data Cloud layer and activation design — use architect/data-cloud-architecture.
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Create, design, and maintain Calculated Insights in Data Cloud: SQL authoring, dimension and measure definition, scheduling, streaming insights. Trigger keywords: calculated insight, CI SQL, insight measure, insight dimension, streaming insight, insight schedule, Data Cloud metric, insight refresh. NOT for segment filters, audiences and activation - use admin/data-cloud-segmentation. NOT for ingestion, DLO to DMO mapping and identity resolution - use data/data-cloud-data-streams.
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Use when creating, assigning, or checking custom permissions to control feature access beyond CRUD and FLS. Trigger keywords: 'custom permission', 'FeatureManagement.checkPermission', '$Permission global variable', 'feature gate', 'named access grant', 'beta feature flag', 'SetupEntityAccess', 'requiredPermission', 'who has this custom permission'. NOT for gating Apex service code and its tests — use apex/apex-custom-permissions-check. NOT for permission set design — use admin/permission-set-architecture.
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Custom Notification Types for desktop/mobile push alerts from Flow or Apex: type creation, target channels, Messaging.CustomNotification invocation, recipient limits, bulk notification patterns. NOT for choosing channels, consent, or notification-fatigue policy — use admin/custom-notification-type-design. NOT for email alerts — use admin/email-templates-and-alerts. Trigger keywords: notiftype, notificationtypes directory, customNotifTypeName, customNotificationAction, setNotificationTypeId, targetPageRef, NotificationTypeConfig.
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Use when designing Custom Notification Types that fire via Flow, Apex, or Process Builder to Lightning bell, desktop, mobile (push), and Slack. Covers channel enablement, targeting, deliverability, consent, and anti-spam discipline. NOT for actually sending one from Flow or Apex, or the recipient limit — use admin/custom-notification-types. NOT for email templates and alerts — use admin/email-templates-and-alerts.
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Use when designing deployable Salesforce configuration with Custom Metadata Types, especially when choosing between CMTs, Custom Settings, and Custom Objects, protecting packaged defaults, or exposing config to Apex, Flow, and formulas. Triggers: 'custom metadata vs custom settings', 'deployable config', 'protected custom metadata', 'feature flags in Salesforce'. NOT for hierarchical Custom Settings resolution, getInstance/getValues, or their SOQL cost — use admin/custom-metadata-types-and-settings. NOT for high-churn transactional or user-managed business records — use admin/object-creation-and-design. NOT for secrets — use integration/named-credentials-setup. More trigger keywords: __mdt, CustomMetadata .md file, customMetadata folder, getInstance, getAll, xsi:type, visibility PackageProtected, MetadataRelationship, EntityDefinition field, $CustomMetadata.
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Use when choosing between Custom Metadata Types and Custom Settings, understanding hierarchical vs list settings, deployment behavior, governor limit implications, or accessing either from Apex and Flow. Trigger keywords: 'custom metadata vs custom settings', 'hierarchical settings per user profile', 'deployable config vs runtime settings', 'getValues getInstance in apex', 'flow get records custom settings'. NOT for modelling the CMT itself or protecting packaged defaults — use admin/custom-metadata-types. NOT for records users edit as business data — use admin/object-creation-and-design. NOT for secrets — use integration/named-credentials-setup. More trigger keywords: customSettingsType, customSettingsVisibility, SetupOwnerId, getOrgDefaults, getAll, DUPLICATE_VALUE in test, SeeAllData custom settings, enableAdvancedCSSecurity, customSettingAccesses, org default profile user override.
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