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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 submission, batch approvals, custom UIs) vs leaving the platform's standard buttons in place. NOT for the Approval Process metadata definition itself (that's admin / declarative — see admin/approval-processes), NOT for Flow-based approvals (use flow/flow-orchestration-patterns).

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Design, review, or troubleshoot Salesforce Approval Processes. Triggers: 'submit for approval', 'approver', 'record locked', 'recall approval', 'approval step', 'discount approval', 'approvalProcess metadata', 'ProcessInstanceWorkitem', 'recordEditability', 'process order', 'no approver found', 'pending approval'. NOT for submitting or acting on approvals from Apex - use admin/approval-process-apex-patterns. NOT for CPQ Advanced Approvals (SBAA rules and chains) - use admin/cpq-approval-workflows. NOT for multi-stage cross-object orchestration with SLAs - use flow/orchestration-flows.

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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 creating the queue or public group a rule routes into — use admin/queues-and-public-groups. NOT for Omni-Channel or skills-based routing — use admin/omni-channel-routing-setup. NOT for approval routing — use admin/approval-processes.

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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 building the product catalog, categories, or variants — use admin/commerce-product-catalog. NOT for a B2C Commerce (SFCC) storefront — use admin/b2c-commerce-store-setup.

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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 admin/b2b-commerce-store-setup or admin/b2c-commerce-store-setup for configuration work. NOT for Salesforce B2C Commerce (SFCC/Business Manager) setup.

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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 (WebStore, BuyerGroup) — use admin/b2b-commerce-store-setup. NOT for choosing SFCC vs B2B Commerce — use architect/b2b-vs-b2c-architecture.

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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 the Batch or Schedulable class itself — use apex/batch-apex-patterns or apex/apex-scheduled-jobs. NOT for BatchApexErrorEvent alerting in code — use apex/scheduled-apex-failure-detection-and-monitoring. Trigger keywords: Setup > Scheduled Jobs, Apex Flex Queue, CronTrigger, CronJobDetail, FlowInterview, System.abortJob, System.schedule, CRON expression, Holding status, BLOCKED state, reschedule after sandbox refresh, scheduled job runbook.

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Configure Salesforce Billing (blng__ managed package) billing schedules, invoice plans, billing policies, and billing treatments on activated Orders. Triggers: 'billing schedule not generating invoices', 'blng__BillingSchedule__c missing after order activation', 'in-advance vs in-arrears billing', 'milestone billing', 'invoice run not picking up order products', 'evergreen billing setup', 'billing treatment configuration'. NOT for revenue schedules, GL transactions and ASC 606 - use admin/revenue-recognition-requirements. NOT for native Revenue Cloud (RLM) BillingSchedule objects - use data/revenue-cloud-data-model.

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Use this skill when creating, deploying, or troubleshooting Salesforce Business Hours and Holidays: the calendars that pause Case escalation rules, entitlement milestones, and Apex BusinessHours math outside working hours. Covers the BusinessHoursSettings metadata, the default calendar, per-region calendars, holiday attachment, the Case Business Hours field, and the BusinessHours Apex class. Trigger keywords: business hours, holidays, SLA clock, escalation not pausing, working hours, support hours, milestone timer weekend. NOT for the escalation rule entries themselves — use admin/escalation-rules. NOT for entitlement process design — use admin/entitlements-and-milestones. NOT for Field Service operating hours or shift scheduling — use admin/fsl-scheduling-setup.

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Designing Campaign Hierarchy for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, and interpreting multi-touch attribution from MCAE B2B Marketing Analytics. Trigger keywords: campaign ROI, attribution model, campaign hierarchy, first-touch, last-touch, multi-touch, CCI, campaign influence, revenue attribution, campaign member status. NOT for deciding which attribution model and KPIs to adopt before any config - use admin/marketing-reporting-requirements. NOT for MCAE connector setup or the campaign sync that writes Campaign Member records - use admin/mcae-pardot-setup. Also covers: CampaignSettings, enableCampaignInfluence2, enableAutoCampInfluenceDisabled, enableB2bmaCampaignInfluence2, enableAccountsAsCM, CampaignInfluenceModel metadata, isDefaultModel, isModelLocked, recordPreference, AllRecords, RecordsWithAttribution, CampaignInfluence.RevenueShare, ModelType, CampaignMemberStatus IsDefault HasResponded SortOrder, HierarchyActualCost, HierarchyAmountWonOpportunities, TotalNumberofResponses, Opportunity.CampaignId primary campaign source.

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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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Configure care plan templates, problems, goals, and tasks in Salesforce Health Cloud - the Integrated Care Management (ICM) model (Spring '23+, FHIR R4-aligned) and the legacy CarePlanTemplate__c + Case Tasks model. Trigger keywords: care plan template, ICM care plan, PGI library, action plan template, problem definition, goal definition. NOT for enrolling a patient into a clinical program - use admin/care-program-management. NOT for care team workflow, transition of care and SDOH barriers - use admin/care-coordination-requirements.

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Configure or troubleshoot Health Cloud Care Programs: CareProgram hierarchy, patient enrollment (CareProgramEnrollee), consent prerequisites, program products (CareProgramEnrolleeProduct), provider associations (CareProgramProvider). Trigger keywords: care program, program enrollment, enrollee, program product, consent for enrollment, patient program outcome. NOT for care plan templates, problems and goals - use admin/care-plan-configuration. NOT for patient records, person accounts and care team roles - use admin/health-cloud-patient-setup.

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Use when configuring the outbound Send Email quick action in Lightning Case Feed — creating the action in Setup on Case (Action Type = Send Email), attaching a default Custom email template, setting predefined To/CC/BCC values, wiring QuickAction.QuickActionDefaultsHandler Apex defaults, respecting the Lightning Experience 10-file / 25 MB attachment limits, and letting agents move an email to a different case. Trigger keywords: Send Email quick action, case email composer, Email action missing from Case Feed, Don't Apply Template Subject, QuickActionDefaultsHandler, SendEmailQuickActionDefaults, move email to another case. NOT for Email-to-Case inbound routing, routing addresses, or thread-ID matching (use admin/email-to-case-configuration), NOT for authoring or migrating the templates themselves (use admin/email-templates-and-alerts and admin/classic-email-template-migration), and NOT for Apex Messaging.SingleEmailMessage sends outside Case Feed.

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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 Standard vs On-Demand Email-to-Case and routing-address setup — use admin/email-to-case-configuration. NOT for routing case work items to agents — use admin/omni-channel-routing-setup.

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Design, implement, or audit a Change Advisory Board (CAB) process for Salesforce deployments: change classification (standard, normal, emergency), required approvals, deployment gate sequencing, and integration with external ITSM tooling. NOT for scoring how risky one release is - use admin/deployment-risk-assessment. NOT for executing or troubleshooting the deployment itself - use admin/change-management-and-deployment. Also covers: the CAB charter (membership, quorum, decision rights), the CAB decision record artefact and its linter, the change classification matrix, the deployOptions a CAB decision pins (checkOnly, testLevel, rollbackOnError, ignoreWarnings, runTests), the 10-day quick-deploy validity window, the deploy-window vs freeze-register check, and the emergency (ECAB) path with its mandatory retrospective.

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Router for the 159 SfSkills `apex` skill packages. 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. Use when the request mentions Apex, trigger, SOQL, Apex governor limit, batch, queueable, @future, schedulable, test class, CPU time, heap, with sharing, StripInaccessible, callout, HTTP callout, HttpRequest, call an external API, consume a REST API from Apex, Named Credential in Apex, HttpCalloutMock, Apex REST service. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective. Covers the PlatformEventChannel and PlatformEventChannelMember metadata, the standard ChangeEvents channel, custom __chn data channels, enrichedFields, filterExpression, destructive deselection, and PlatformEventUsageMetric / EventBusSubscriber monitoring. Trigger keywords: change data capture, CDC, entity selection, change event, platform event channel, channel member, enrichment, event delivery allocation. NOT for writing an Apex change-event trigger — use apex/change-data-capture-apex. NOT for subscribing an external system over Pub/Sub or CometD — use integration/change-data-capture-integration.

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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', 'validation only deploy', 'quick deploy', 'test level', 'rollbackOnError', 'destructive changes', 'package.xml for an admin release', 'deployment status'. NOT for change set upload mechanics — use devops/change-set-deployment. NOT for scoring release risk up front — use admin/deployment-risk-assessment.

日本語の概要は準備中です。原文の説明を表示しています。

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, communication plan, training plan by persona, adoption metrics, LoginHistory adoption report, PromptAction, training sandbox, go-live checklist, post-go-live feedback, super user program, pilot group. NOT for org deployment mechanics or sandbox promotion — use admin/change-management-and-deployment. NOT for adoption of an Agentforce or Einstein AI feature — use admin/ai-adoption-change-management. NOT for configuring the in-app prompts themselves — use admin/in-app-guidance-and-walkthroughs.

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Quicken the codebase — an ad-hoc performance audit that reveals what drags (N+1 queries, needless re-renders, missing caching, memory leaks, redundant computation, hot-path complexity) and prescribes the fix, surfaced inline in the session. Scoped to your current diff by default, or to a path/area you name. Use before a perf-sensitive merge, when something feels slow, or when you want a targeted optimization pass. Replaces the old always-on `optimize` daemon worker (alias: /perf-audit).

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Run moflo's Healer (`flo healer`, alias for `flo doctor`) from inside the Claude session. Audit-only by default; pass `--fix` to apply auto-repairs, `-c <component>` for a single check. Use when something feels off (missing moflo.yaml, daemon dead, statusline empty, hooks not firing) or as a periodic health check. Distinct from Claude Code's built-in `/doctor`, which diagnoses Claude Code itself, not moflo.

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Use when the user wants to create, generate, build, update, refresh, or improve their personal writing style guide from their own sent writing (Generate mode), OR when they ask the agent to write, draft, reply, rewrite, edit, polish, or humanize something in their voice (Use mode). Teach your agent how to write like you.

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Build cross-browser extensions with WXT — the modern framework for Chrome, Firefox, Safari, and Edge extensions. Use when someone asks to "build a browser extension", "Chrome extension with React", "WXT framework", "cross- browser extension", "manifest v3 extension", "build Firefox extension", or "browser extension with TypeScript". Covers content scripts, background workers, popup/options pages, storage, messaging, and publishing.

日本語の概要は準備中です。原文の説明を表示しています。