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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 dataflow JSON and its node types — use admin/analytics-dataflow-development. NOT for tuning a slow or oversized dataset — use data/analytics-dataset-optimization.

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Configure CRM Analytics (formerly Einstein Analytics) app sharing, dataset-level permissions, row-level security predicates, sharing inheritance, and license assignment. Trigger keywords: CRM Analytics security, row-level security predicate, dataset permissions, analytics sharing inheritance, Analytics Plus license. NOT for OWD and sharing rules — use admin/sharing-and-visibility. NOT for predicate design across many datasets — use architect/analytics-security-architecture.

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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 for making an existing dataset smaller or faster — use data/analytics-dataset-optimization. NOT for choosing between Reports, CRM Analytics and Tableau in the first place — use admin/einstein-analytics-basics.

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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, CRM Analytics data pipeline. NOT for pushing external data in programmatically via the External Data API — use data/analytics-external-data. NOT for authoring dataflow nodes — use admin/analytics-dataflow-development.

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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 building the dashboard in the builder UI or picking chart types — use admin/analytics-dashboard-design. NOT for writing or tuning the SAQL itself — use admin/saql-query-development.

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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 — use admin/reports-and-dashboards-fundamentals. NOT for hand-editing dashboard JSON or a SAQL step — use admin/analytics-dashboard-json.

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Use this skill when driving adoption of CRM Analytics (Einstein Analytics) across an org — the Analytics Adoption App for measuring who uses which dashboards, embedding analytics into Lightning pages, pinning dashboards to the Analytics home page, self-service personas, and analytics success metrics. Triggers: analytics adoption, dashboard usage tracking, embedded analytics strategy, self-service analytics enablement, CRM Analytics rollout. NOT for building the dashboards — use admin/analytics-dashboard-design. NOT for the app, datasets and lenses — use admin/crm-analytics-app-creation. NOT for non-analytics rollout training — use admin/change-management-and-training.

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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 the MLOps pipeline or Policy-as-Code engine architecture — use architect/ai-governance-architecture. NOT for Trust Layer technical configuration — use agentforce/einstein-trust-layer.

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Convert the canonical markdown+JSON deliverable of any SfSkills runtime agent into Excel, PDF, CSV, Notion card, ServiceNow ticket, or similar downstream format without adding dependencies to the consumer's project. NOT for an Agentforce action's output — use agentforce/agent-actions. NOT for exporting Salesforce data — use integration/bulk-api-2-patterns.

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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 designing the bot dialog structure, intent model, or handoff architecture — use architect/einstein-bot-architecture. NOT for encoding agent tone in Agentforce system instructions — use agentforce/agentforce-persona-design.

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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 building care plan templates, problems, and goals — use admin/care-plan-configuration. NOT for referral routing and provider networks — use admin/referral-management-health.

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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, scenario outline, BDD acceptance criteria. NOT for the user-story format itself (use admin/user-story-writing-for-salesforce). NOT for UAT script writing (use admin/uat-test-case-design). NOT for Apex test method generation (use agents/test-class-generator). NOT for high-level UAT planning (use admin/uat-and-acceptance-criteria). More triggers: acceptance criteria record, ac_id, req_id on a criterion, artefact under test, negative case for a rule-type requirement, no-match fall-through criterion, oracle for a Then clause, test type apex flow manual, criteria linter, check_ac_format.py, --manifest-dir.

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Entry point for the SfSkills Salesforce library: 1,040 skill packages across 11 domains (admin, agentforce, apex, architect, data, devops, flow, integration, lwc, omnistudio, security), 70 run-time agents and 94 slash commands. Use for any Salesforce, Force.com or Lightning Platform question — Apex, SOQL, SOSL, triggers, Flow, LWC, sObject, custom field, permission set, profile, sharing rule, validation rule, deployment, sandbox, Agentforce, OmniStudio, org setup. This skill does not answer Salesforce questions itself; it routes to the specific skill package that does, then hands off to a domain router.

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Router for the 34 SfSkills `omnistudio` skill packages. OmniStudio: OmniScripts, FlexCards, DataRaptors, Integration Procedures, Business Rules Engine and DataPack deployment. Use when the request mentions OmniStudio, OmniScript, FlexCard, DataRaptor, Integration Procedure, Business Rules Engine, calculation procedure, DataPack, Vlocity. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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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 turning on EAC or calendar sync — use admin/einstein-activity-capture-setup. NOT for Email-to-Case — use admin/case-management-setup. Covers ActivitiesSettings metadata, enableActivities, shared Task/Event custom fields and FLS, TaskStatus value sets, Shared Activities and TaskRelation/EventRelation, recurring and child activities, and partial-success bulk DML on Task.

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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, analytics benchmark. NOT for laying out the dashboard or lens itself — use admin/analytics-dashboard-design. NOT for scoping data sources, audiences, and drill-down paths — use admin/analytics-requirements-gathering.

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Complete competitive intelligence system — market mapping, product teardowns, pricing intel, win/loss analysis, battlecards, and strategic monitoring. Goes far beyond SEO to cover the full business landscape.

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Atlassian Administrator for managing and organizing Atlassian products (Jira, Confluence, Bitbucket, Trello), users, permissions, security, integrations, system configuration, and org-wide governance. Use when asked to add users to Jira, change Confluence permissions, configure access control, update admin settings, manage Atlassian groups, set up SSO, install marketplace apps, review security policies, or handle any org-wide Atlassian administration task.

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Marketing de produto, posicionamento, estratégia GTM e inteligência competitiva. Inclui definição de ICP, metodologia de posicionamento April Dunford, playbooks de lançamento, battlecards competitivas e guias de entrada em mercados internacionais. Use ao desenvolver posicionamento, planejar lançamentos de produtos, criar mensagens, analisar concorrentes, entrar em novos mercados, capacitar vendas ou quando o usuário menciona marketing de produto, posicionamento, GTM, go-to-market, análise competitiva, entrada em mercado ou capacitação de vendas.

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Framework de pré-treinamento visão-linguagem que conecta codificadores de imagem congelados e LLMs. Use quando você precisar de legendagem de imagens, resposta a perguntas visuais, recuperação imagem-texto ou chat multimodal com desempenho zero-shot de última geração.

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Writes and reviews dbt projects targeting Snowflake: models, schema.yml metadata, sources, tests, macros, and project structure. Use when building or reviewing dbt models, generating dbt YAML, or applying dbt best practices.

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Pre-share leak scanner for Claude Code skills (or any folder). Scans BEFORE you publish for secrets (API keys, tokens, private keys, .env values, high-entropy strings), PII (emails/phones), local machine paths (C:\Users\<name>, /home/<name>, /Users/<name>, UNC, internal hostnames), and client/proper-noun names from a LOCAL private dictionary; also flags service-specific code (jira/github/gitlab/slack/salesforce/notion/linear/ stripe/aws/google) that should be split into a dedicated service plugin. Use when the user says "sanitize this skill", "before sharing a skill", "check for leaks", "is this skill clean", "is this safe to commit/publish/ open-source", "scrub secrets", "redact before commit", or "pre-push leak check". Cross-platform, stdlib-only Python, fail-closed.

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Atlassian Administrator for managing and organizing Atlassian products (Jira, Confluence, Bitbucket, Trello), users, permissions, security, integrations, system configuration, and org-wide governance. Use when asked to add users to Jira, change Confluence permissions, configure access control, up...

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This skill should be used when reviewing vendor estimates for software development projects. Use this skill when you need to evaluate whether a vendor's cost estimate, timeline, and approach are reasonable and whether the project is likely to succeed. This skill helps identify gaps, risks, overestimates, underestimates, and unfavorable contract terms. It generates comprehensive Markdown review reports with actionable recommendations to optimize costs while ensuring project success.

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