PranavNagrecha

Use when testing, evaluating, or building regression suites for Agentforce agents: conversation testing in Agent Builder, topic (now subagent) coverage and utterance testing, Testing API and AiEvaluationDefinition metadata, Agentforce DX CLI test runs (sf agent generate test-spec, sf agent test create/run/resume/results/list), evaluation metrics (containment rate, escalation rate, CSAT, topic activation accuracy), and post-deploy analytics via Enhanced Event Logs. Triggers: 'how do I test my Agentforce agent', 'agent routes to wrong subagent', 'write utterance tests', 'regression test after topic change', 'measure agent quality', 'agent containment rate', 'run agent tests from the CLI'. NOT for agent creation, topic design, or action contract design — use agentforce/agentforce-agent-creation, agentforce/agent-topic-design, or agentforce/agent-actions respectively.

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Use when designing or reviewing Agentforce topic (renamed subagent in April 2026) structure, including topic boundaries, instruction quality, handoff rules, out-of-scope behavior, and topic-selector strategy. Triggers: 'agentforce subagents (formerly topics)', 'topic design', 'topic selector', 'agent scope boundary', 'handoff conditions'. NOT for restricting what the agent may do or say (topic Scope, action filters, abuse prevention) — use agentforce/agentforce-guardrails. NOT for the mechanics of transferring a live conversation out — Omni-Channel routing and the context package — use agentforce/agentforce-agent-handoff-patterns.

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Use when designing how an Agentforce agent transfers the conversation to a human agent (Omni-Channel), to another bot/agent, or to an alternate workflow — including context package, deflection, escalation triggers, and user messaging. Triggers: 'agent to human handoff', 'agentforce escalate to omni channel', 'agent to agent handoff', 'transfer conversation with context', 'agent deflection fallback'. NOT for topic scope and selector design — use agentforce/agent-topic-design. NOT for the overall Einstein Bot plus Agentforce estate topology — use architect/conversational-ai-architecture.

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Use when Agentforce run costs are climbing, you need to forecast scale, or you want to reduce tokens per conversation without hurting quality. Covers topic (now subagent) design impact on cost, prompt/template reuse, grounding size discipline, caching, and model-tier selection. Triggers: 'agentforce cost', 'tokens per conversation too high', 'reduce agentforce runs spend', 'forecast agentforce scale cost', 'einstein trust layer tokens'. NOT for capping spend per user with a budget gate and fallback — use agentforce/agent-rate-limit-strategy. NOT for org-wide model-tier and BYOLLM platform strategy — use architect/ai-platform-architecture.

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Use when designing or reasoning about an Agentforce Grid worksheet — the spreadsheet-like Agentforce workspace where rows are jobs and columns are sequential Data / AI / Action steps that process left to right — to run bulk record updates, generate insights, or test multi-turn AI conversations over CRM or Data Cloud (Data 360) data without Apex or Flow. Trigger keywords: Agentforce Grid, workbook, worksheet, grid column, data column, AI column, action column, bulk AI update, Flex Credits per row, metered compute. NOT for building the agent, its topics, or its actions themselves (use agentforce/* action and topic skills), NOT for single-record prompt design (use the prompt-builder skills), NOT for deployable metadata/Apex (Grid is a no-code Studio tool, not a metadata type), and NOT for AI governance/ethics policy (use admin/ai-ethics-and-governance-requirements).

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Use this skill when designing, auditing, or troubleshooting behavioral boundaries for Agentforce agents — including topic (now subagent) Scope fields, agent-level system instructions, topic/action filters, the Escalation topic, restricted topics, and Instruction Adherence monitoring. Trigger keywords: agent guardrails, agent out of scope, restrict agent behavior, topic scope, subagent scope, agent fallback, Escalation topic, abuse prevention, action filters. NOT for Trust Layer content filtering (Einstein Trust Layer is a separate product concern), NOT for general topic routing design (use agentforce/agent-topic-design), NOT for prompt template construction (use agentforce/prompt-builder-templates).

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Use this skill when writing, debugging, or optimizing SAQL queries in CRM Analytics — covering pipeline syntax, aggregation, windowing functions (rank, dense_rank, moving_average), cogroup joins, rollup subtotals, piggyback queries, and REST API execution. NOT for SOQL GROUP BY aggregates in Apex — use apex/apex-aggregate-queries. NOT for dashboard JSON steps and bindings — use admin/analytics-dashboard-json.

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Scheduled Paths in record-triggered Flow: delayed execution, time-offset from field, batch size tuning, monitoring Paused Flow Interviews, async limits. NOT for picking between Scheduled Path, Wait and Scheduled Flow, or migrating time-based workflow rules — use flow/flow-time-based-patterns. NOT for a flow that runs on a recurring schedule — use flow/scheduled-flows.

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Use when practitioners need to understand system-managed fields (CreatedDate, LastModifiedDate, SystemModstamp, CreatedById, LastModifiedById, IsDeleted) — their update behavior, indexing, and queryability. Triggers: 'difference between SystemModstamp and LastModifiedDate', 'how to query deleted records', 'set CreatedDate during data migration', 'why does LastModifiedDate not match SystemModstamp', 'Create Audit Fields permission'. NOT for a field's value-change history — use data/field-history-tracking. NOT for Shield Field Audit Trail — use security/field-audit-trail.

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Use this skill when gathering, structuring, and documenting requirements for a Financial Services Cloud (FSC) wealth management implementation — including financial planning workflow discovery, portfolio review process mapping, client lifecycle requirements, advisor tooling needs, and FSC architecture determination (managed package vs. FSC Core). Trigger keywords: wealth management requirements, FSC requirements gathering, financial planning workflow, portfolio review process, advisor tools setup, FSC data model scoping, wealth management process mapping. NOT for implementation, configuration, or code — use financial-account-setup, fsc-action-plans, or apex/fsc-financial-calculations for those. NOT for FSC architecture decisions — use architect/wealth-management-architecture. NOT for Health Cloud or NPSP requirements.

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Use when overriding the default UI of an Agentforce agent action's Apex input or output with your own Lightning web components via a LightningTypeBundle (schema.json + editor.json/renderer.json, lightning__AgentforceInput / lightning__AgentforceOutput targets, the @apexClassType binding). NOT for standard agent actions with primitive inputs/outputs (only Apex-class input/output can be overridden), NOT for Flow screen custom property editors (use flow/flow-custom-property-editors), and NOT for general LWC-in-Lightning-page work (use lwc/* skills).

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An Agentforce agent is moving from build or sandbox to live end-user traffic and the team needs a comprehensive readiness gate: coverage testing, Trust Layer config, guardrails, cost telemetry, observability, rate limits, permissions, rollout strategy, rollback plan, performance benchmarks. Triggers: 'we want to ship our Agentforce agent next week', 'pre-prod readiness review for our Service Agent', 'what do we need before turning the agent on for real customers', 'agent went live and is hallucinating, what should we have caught', 'cost monitoring for our internal sales agent', 'rollout strategy from internal pilot to GA'. NOT for the lighter five-block activation sign-off artifact — use agentforce/agent-deployment-checklist. NOT for authoring the guardrails themselves — use agentforce/agentforce-guardrails. NOT for building the test harness — use agentforce/agentforce-eval-harness. NOT for Trust Layer feature setup in isolation — use agentforce/einstein-trust-layer.

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Use when choosing between Salesforce record-access mechanisms or reviewing the access model end to end. Trigger keywords: OWD, org-wide defaults, sharingModel, externalSharingModel, record access model, sharing architecture, which sharing mechanism, UserRecordAccess, __Share, RowCause, why can user see too much. NOT for sharing rules - use admin/sharing-rules. NOT for role hierarchy - use admin/role-hierarchy-design.

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Use when access must reach past the record owner's role hierarchy. Trigger keywords: sharing rule, criteria-based sharing rule, owner-based sharing rule, sharing rule recalculation, guest user sharing rule, share with a public group, SharingRules metadata. NOT for org-wide defaults - use admin/sharing-and-visibility. NOT for programmatic shares - use apex/apex-managed-sharing. NOT for subtracting access - use admin/restriction-rules.

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Use when documenting, reviewing, or gathering requirements for Salesforce CPQ subscription lifecycle behavior: how amendments, renewals, upgrades, downgrades, and cancellations must work for a specific business. Trigger keywords: subscription requirements, amendment requirements, renewal requirements, proration requirements, co-termination, subscription ledger, upgrade downgrade policy. NOT for configuring CPQ amendments and renewals — use admin/contract-and-renewal-management. NOT for amendment architecture — use architect/subscription-management-architecture.

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Requirements for a Salesforce Enterprise Territory Management (ETM) territory design: alignment criteria, coverage model selection, assignment rule logic, hierarchy depth and breadth, and user-to-territory ratios. Trigger keywords: territory design, territory alignment, territory model requirements, sales coverage model, territory criteria, geographic territory, named account territory, overlay territory. NOT for ETM setup steps — use admin/enterprise-territory-management. NOT for loading territory assignment data — use data/territory-data-alignment. Trigger keywords: territory design questionnaire, territory requirements document, assignment rule matrix, territory type priority, realignment plan, territory access level decision, accountAccessLevel, opportunityAccessLevel, ObjectTerritory2Association, UserTerritory2Association, Planning state model, territory acceptance tests.

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Use this skill when designing the human-executable UAT test cases that prove a Salesforce feature works for a specific persona — the per-persona scripts with preconditions, data setup, permission setup, ordered steps, and pass/fail evidence that close out an RTM row. Trigger keywords: UAT test case salesforce, user acceptance test script salesforce, manual test salesforce feature, UAT script per persona, UAT precondition data setup, UAT permission set assignment for testing, negative path UAT case. NOT for high-level UAT planning, defect classification, regression strategy, or sign-off (use admin/uat-and-acceptance-criteria). NOT for the Given/When/Then technique used to write the AC the case is derived from (use admin/acceptance-criteria-given-when-then). NOT for Apex test method generation (use agents/test-class-generator). NOT for test data factory patterns (use templates/apex/tests/TestDataFactory.cls). NOT for performance or load testing.

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Usage-based pricing in Revenue Cloud: metered billing, usage records, rating, tiering, consumption schedules. NOT for choosing a CPQ pricing method (List, Block, Cost Plus Markup, Percent of Total) - use admin/pricing-model-design. NOT for legacy Salesforce Billing (blng__) schedules and invoice runs - use admin/billing-schedule-setup.

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Use this skill when authoring INVEST-compliant Salesforce user stories from gathered requirements: shaping the As-A/I-Want/So-That stem, writing Given-When-Then acceptance criteria, sizing complexity (S/M/L/XL), splitting stories that are too large for a sprint, and emitting handoff metadata that names the next downstream agent. Trigger keywords: user story, INVEST, story splitting, story sizing, As-A I-Want So-That, story handoff, recommended_agents, backlog item shape. NOT for requirements elicitation or stakeholder interviews (use admin/requirements-gathering-for-sf). NOT for the Given-When-Then technique itself in depth (use admin/acceptance-criteria-given-when-then). NOT for UAT test case design (use admin/uat-test-case-design). NOT for backlog prioritization (use admin/moscow-prioritization-for-sf-backlog).

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Use when writing, auditing, or troubleshooting Salesforce Validation Rules. Triggers: 'validation rule', 'required field formula', 'rule fires unexpectedly', 'integration failing validation', 'data quality', 'errorConditionFormula', 'errorDisplayField', 'errorMessage 255 characters', 'ValidationRule metadata', 'validationRule-meta.xml', 'deploy validation rule inactive', 'bypass custom permission', 'FIELD_CUSTOM_VALIDATION_EXCEPTION', 'validation rule on custom metadata type', 'compound field validation rule', 'require at least one child record before a stage', 'HasOpportunityLineItem'. NOT for Flow-based validation — use admin/flow-for-admins for that.

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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).

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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.

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Cross-tool decision matrix for field-update automation in Salesforce — Before-Save Flow vs After-Save Flow vs Apex Trigger vs the deprecated Workflow Rule + Field Update. Covers the recursion / re-entrancy rules, governor cost per pattern (Before-Save flow is governor-free for the same record), the order-of-execution slot each tool occupies, and the Workflow-Rule-to-Flow migration playbook for field-update actions. NOT for the full record-save order of execution — use apex/order-of-execution-deep-dive. NOT for building the record-triggered Flow once the tool is chosen — use flow/record-triggered-flow-patterns. Trigger keywords: WorkflowFieldUpdate, reevaluateOnChange, onCreateOrTriggeringUpdate, doesRequireRecordChangedToMeetCriteria, failedMigrationToolVersion, Migrate to Flow, workflow-meta.xml, field update deprecated, double writer, second trigger pass.

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Use when defining or refining the tone, voice, and behavioral personality of an Agentforce agent: system instruction encoding, brand voice alignment, adaptive response formats, multi-persona strategies. NOT for writing the actual conversational copy — utterances, fallback messages, escalation phrasing — use admin/agent-conversation-design. NOT for topic scope design — use agentforce/agent-topic-design.

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