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salesforce

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

연동 도구Salesforce
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  • SKILL.md11.6 KB

SKILL.md(원문)

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Salesforce — SfSkills library router

You are working with a Salesforce library that is far too large to load. This file tells you how to reach the one page you need.

Generated by scripts/build_plugin.py. Do not hand-edit.

What is in the library

  • 1,040 skill packages under ${CLAUDE_PLUGIN_ROOT}/skills/<domain>/<slug>/. Each is a SKILL.md plus references/examples.md, gotchas.md, well-architected.md and llm-anti-patterns.md.
  • 70 run-time agents under ${CLAUDE_PLUGIN_ROOT}/agents/<id>/AGENT.md, exposed as subagents (see the roster at the bottom of this file).
  • 94 slash commands under ${CLAUDE_PLUGIN_ROOT}/commands/.
  • Decision trees under ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/, which route between technologies before a skill is opened.
  • Canonical templates under ${CLAUDE_PLUGIN_ROOT}/templates/.

Skill counts by domain:

DomainSkillsRouter
admin261salesforce-admin
agentforce53salesforce-agentforce
apex159salesforce-apex
architect106salesforce-architect
data101salesforce-data
devops70salesforce-devops
flow63salesforce-flow
integration61salesforce-integration
lwc83salesforce-lwc
omnistudio34salesforce-omnistudio
security49salesforce-security
total1,040

How to find the right skill

Three mechanisms, listed in order of reliability on a fresh install. Use the first one that is available; do not stop at a guess.

1. The shipped rosters (always work, no setup). Hand off to the domain router below; each one ships a complete references/skill-index.md roster of its packages, generated from registry/skills.json. To read one directly, open ${CLAUDE_PLUGIN_ROOT}/.claude/skills/salesforce-<domain>/references/skill-index.md.

2. The MCP server (fast, needs the sfskills-mcp server connected). Call the search_skill tool with the user's phrasing. It returns ranked skill ids. get_skill then returns the package contents.

3. The search CLI (fast, needs a locally built index).

python3 "${CLAUDE_PLUGIN_ROOT}/scripts/search_knowledge.py" "<the user's question>" --json

This needs vector_index/, which is not shipped — it is gitignored and must be built once per clone:

cd "${CLAUDE_PLUGIN_ROOT}" && python3 -m pip install -r requirements.txt && python3 scripts/build_index.py

If the command errors or reports Coverage: NONE, fall back to mechanism 1 rather than telling the user the topic is uncovered.

Then read the package. Open the exact ${CLAUDE_PLUGIN_ROOT}/skills/<domain>/<slug>/SKILL.md the lookup returned, plus its references/gotchas.md and references/llm-anti-patterns.md. Do not answer from this router: it is a map, not the territory.

Domain routers

Hand off to the router for the domain the request lands in. Each one carries that domain's featured skills, decision trees and templates.

  • salesforce-admin (261 skills) — Declarative Salesforce configuration: objects, fields, record types, page layouts, permission sets, reports, the record-access model (OWD, role hierarchy, sharing rules), and the requirements work that precedes them.
  • salesforce-agentforce (53 skills) — Agentforce and Einstein: agents, topics, actions, prompt templates, grounding, guardrails, evaluation and production readiness.
  • salesforce-apex (159 skills) — Apex and SOQL: triggers, Apex governor limits, async processing, OUTBOUND HTTP callouts, security enforcement, and test patterns. Owns calling an external API FROM Salesforce; salesforce-integration owns inbound. Generic nightly scheduling without naming code belongs to salesforce-flow. Codebase security review belongs to salesforce-security. NOT for SOSL — use salesforce-data.
  • salesforce-architect (106 skills) — Solution and platform architecture: multi-org strategy, scalability limits, licensing, Well-Architected reviews and architecture decision records.
  • salesforce-data (101 skills) — Data model, data movement and data quality: migrations, bulk loads, query optimisation, deduplicating at volume, archival. Ordinary-volume duplicate cleanup and prevention use salesforce-admin; come here for hundreds-of-thousands+ dedup or third-party tools. LDV architecture uses salesforce-architect.
  • salesforce-devops (70 skills) — Salesforce delivery: source tracking, packaging, branching, CI/CD pipelines, environment strategy and deployment troubleshooting.
  • salesforce-flow (63 skills) — Flow Builder: record-triggered, screen, scheduled and orchestration flows, bulkification, fault handling, limits, testing. "My flow" belongs here even when salesforce-apex also names the limit. Nightly scheduling without naming code defaults here; apex takes it when code/class/Apex is named. Flow-vs-Apex choice before anything is built: admin/process-automation-selection.
  • salesforce-integration (61 skills) — INBOUND integration and the API surface itself: the Salesforce REST and SOAP APIs, Bulk API 2.0 jobs, Platform Events, CDC, Pub/Sub, Named Credentials and middleware. For calling OUT to someone else's API from Apex, use salesforce-apex instead.
  • salesforce-lwc (83 skills) — Lightning Web Components: reactivity, wire adapters, component communication, accessibility, performance, security and Jest testing.
  • salesforce-omnistudio (34 skills) — OmniStudio: OmniScripts, FlexCards, DataRaptors, Integration Procedures, Business Rules Engine and DataPack deployment.
  • salesforce-security (49 skills) — Platform security and compliance: org hardening, encryption, session policy, MFA, monitoring, incident response, and TROUBLESHOOTING a specific record-access denial. Designing the sharing model itself (OWD, role hierarchy, sharing rules) is salesforce-admin.

Decision trees — read before choosing a technology

When a request straddles more than one technology, read the tree before activating any skill, and cite the branch that decided it.

  • ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/agentforce-capability-selector.md
  • ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/async-selection.md
  • ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/automation-selection.md
  • ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/flow-pattern-selector.md
  • ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/integration-pattern-selection.md
  • ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/performance-tuning.md
  • ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/sharing-selection.md
  • ${CLAUDE_PLUGIN_ROOT}/standards/decision-trees/README.md — the index, with the rule for when a tree outranks a retrieval tie

Cross-domain entry points

If you need a place to start before running a lookup, these are the highest-traffic packages in the library:

  • ${CLAUDE_PLUGIN_ROOT}/skills/admin/object-creation-and-design/SKILL.md — designing a new object or reworking an existing one
  • ${CLAUDE_PLUGIN_ROOT}/skills/admin/permission-set-architecture/SKILL.md — who can see and do what
  • ${CLAUDE_PLUGIN_ROOT}/skills/apex/trigger-framework/SKILL.md — any trigger work at all
  • ${CLAUDE_PLUGIN_ROOT}/skills/apex/governor-limits/SKILL.md — anything that says "too many" or "exceeded"
  • ${CLAUDE_PLUGIN_ROOT}/skills/apex/soql-fundamentals/SKILL.md — query correctness and selectivity
  • ${CLAUDE_PLUGIN_ROOT}/skills/flow/record-triggered-flow-patterns/SKILL.md — the most common declarative automation
  • ${CLAUDE_PLUGIN_ROOT}/skills/lwc/component-communication/SKILL.md — the first thing an LWC build gets wrong
  • ${CLAUDE_PLUGIN_ROOT}/skills/data/data-model-design-patterns/SKILL.md — relationships and normalisation
  • ${CLAUDE_PLUGIN_ROOT}/skills/integration/rest-api-patterns/SKILL.md — talking to or from an external system
  • ${CLAUDE_PLUGIN_ROOT}/skills/security/org-hardening-and-baseline-config/SKILL.md — the org security baseline
  • ${CLAUDE_PLUGIN_ROOT}/skills/architect/well-architected-review/SKILL.md — assessing an org against Salesforce Well-Architected
  • ${CLAUDE_PLUGIN_ROOT}/skills/devops/salesforce-dx-project-structure/SKILL.md — getting metadata into source control
  • ${CLAUDE_PLUGIN_ROOT}/skills/agentforce/agentforce-agent-creation/SKILL.md — building an Agentforce agent
  • ${CLAUDE_PLUGIN_ROOT}/skills/omnistudio/omniscript-design-patterns/SKILL.md — OmniStudio guided flows

Run-time agents

For a whole workflow rather than a single question, invoke the matching subagent. Each reads its full AGENT.md playbook, cites every skill it consulted, and never deploys to an org.

  • admin — assignment-and-auto-response-rules-designer, audit-router, automation-migration-router, build-doc-keeper, build-planner, business-hours-and-holidays-configurator, change-impact-planner, config-workbook-author, csv-to-object-mapper, custom-metadata-and-settings-designer, email-template-modernizer, entitlement-and-milestone-designer, experience-cloud-admin-designer, field-impact-analyzer, fit-gap-analyzer, knowledge-article-taxonomy-agent, lead-routing-rules-designer, metadata-builder, object-designer, omni-channel-routing-designer, path-designer, permission-set-architect, plan-verifier, process-flow-mapper, profile-to-permset-migrator, requirements-clarifier, sales-stage-designer, salesforce-learning-guide, story-drafter, user-access-diff
  • agentforce — agentforce-action-reviewer, agentforce-builder, agentforce-quality-engineer
  • apex — apex-builder, apex-refactorer, apex-test-failure-triager, automation-transaction-profiler, security-scanner, soql-optimizer, test-class-generator, trigger-consolidator
  • architect — org-health-assessor-v2, salesforce-decision-facilitator, waf-assessor
  • data — data-loader-pre-flight, data-migration-reconciler, data-model-reviewer, duplicate-rule-designer
  • devops — build-step-runner, changeset-builder, deployment-failure-triager, deployment-risk-scorer, milestone-verifier, multi-org-drift-analyzer, release-readiness-reviewer, release-train-planner, sandbox-strategy-designer, step-tester
  • flow — flow-analyzer, flow-builder, flow-orchestrator-designer
  • integration — bulk-migration-planner, integration-catalog-builder, integration-incident-triager
  • lwc — lwc-auditor, lwc-builder, lwc-debugger
  • omnistudio — omnistudio-designer
  • security — access-path-explainer, security-posture-reviewer

Rules

  1. Never answer a Salesforce behaviour, limit or API question from this file. Route, open the package, then answer from it.
  2. Cite every skill id, template path and decision-tree branch you used. The library's value is that its claims are traceable.
  3. Never claim the library lacks coverage without having run a lookup and pasted its output.
  4. Never deploy to an org and never write outside the paths the user gave you.

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같은 저장소의 스킬

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

PranavNagrecha/AwesomeSalesforceSkills232026년 10월 21일 업데이트

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

PranavNagrecha/AwesomeSalesforceSkills232026년 10월 21일 업데이트

Design Invocable Apex actions that return deterministic, agent-friendly errors instead of surfacing raw exceptions to the LLM. NOT for authoring the action itself — @InvocableMethod schema, labels, security context — use agentforce/custom-agent-actions-apex. NOT for the Apex tests that force each error branch — use agentforce/agent-action-unit-tests.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

PranavNagrecha/AwesomeSalesforceSkills232026년 10월 21일 업데이트

Use when designing how an Agentforce agent extracts structured input parameters (slots) from a user's natural-language utterance to invoke an action. Triggers: 'agent extract date from user', 'agent action argument extraction', 'agentforce slot filling', 'agent invocable input mapping', 'agent fails to fill required parameter'. NOT for action authoring (use agentforce/agent-actions) or for prompt-template variable binding (use agentforce/prompt-builder-templates).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

PranavNagrecha/AwesomeSalesforceSkills232026년 10월 21일 업데이트

Apex test patterns for @InvocableMethod agent actions: per-reason-code branch coverage, bulk safety, callout mocking, deterministic assertions. NOT for testing whether the agent routes to the right topic or answers well — use agentforce/agent-testing-and-evaluation. NOT for designing the error envelope the tests assert on — use agentforce/agent-action-error-handling.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

PranavNagrecha/AwesomeSalesforceSkills232026년 10월 21일 업데이트

Designing or reviewing Agentforce actions: Flow actions, Apex invocable actions, prompt-template actions, action naming, input and output contracts, confirmation requirements, and safe error behavior. Triggers: 'agent actions', 'build an agent that can look up an order', 'make the agent able to check order status', 'give the agent a capability', 'agent that can retrieve a record', 'flow action for agent', 'agent invocable action', 'action schema design'. NOT for writing the Apex class itself — use agentforce/custom-agent-actions-apex. NOT for the reason_code error envelope that stops an agent retry loop — use agentforce/agent-action-error-handling.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

PranavNagrecha/AwesomeSalesforceSkills232026년 10월 21일 업데이트

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