Pranav Nagrecha

Use when an assignment must expire on a date, not stand forever. Trigger keywords: permission set expiration date, permission set group expiry, temporary access, time-boxed elevation, contractor access, ExpirationDate. NOT for PSG composition - use admin/permission-set-group-composition. NOT for muting mechanics - use security/permission-set-groups-and-muting. NOT for criteria-based auto-assignment - use admin/user-access-policies.

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Use this skill to define and validate the requirements for a Salesforce Partner Relationship Management (PRM) implementation: deal registration flows, lead distribution models, partner tier hierarchies, MDF budget tracking, and co-marketing content entitlement. Trigger keywords: partner community requirements, PRM deal registration setup, channel partner portal requirements, lead distribution partner, partner tier management, MDF tracking, co-marketing entitlement. NOT for implementing the partner sharing model — use data/partner-data-access-patterns. NOT for building the portal in Experience Builder — use admin/experience-cloud-site-setup. More trigger keywords: partner portal design worksheet, partner tier licence and role depth, PartnerAccountId blank on opportunity, portal role Executive Manager User, sharing set does not support Lead, enable partner user greyed out, offboard a partner firm, PartnerMarketingBudget PartnerFundRequest PartnerFundClaim, ChannelProgramLevel partner tier, deal registration acceptance step.

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Rebate Management setup: rebate types, payout calculations, accruals, partner rebates, program setup, compliance reporting. NOT for Sales Agreements or channel revenue management — use integration/manufacturing-cloud-setup. NOT for CPQ discounts on quotes — use admin/cpq-pricing-rules.

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Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams — one lane per actor, explicit decision points, parallel and exception/sad paths, and per-step automation-tier annotations that drive downstream build decisions. Trigger keywords: As-Is To-Be salesforce process, swim lane salesforce, business process map, automation candidate identification, sad path documentation, process actor mapping, manual residue. NOT for Opportunity stage and exit-criteria design — use admin/sales-process-mapping. NOT for picking Flow vs Apex for one requirement — use admin/process-automation-selection.

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Use this skill when setting up, configuring, or managing Salesforce Lightning Knowledge — enabling the feature, designing record types on Knowledge__kav, configuring Data Categories for organization and visibility control, setting up publishing workflows, and layering approval processes. Trigger keywords: Lightning Knowledge setup, Knowledge article record types, Data Category visibility, Knowledge publishing workflow, Knowledge__kav configuration. NOT for converting Classic Article Types to Lightning — use admin/knowledge-classic-to-lightning. NOT for bulk-loading articles from an external help center — use data/knowledge-article-import. NOT for sizing the taxonomy itself (how many groups, how deep) — use architect/knowledge-taxonomy-design.

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Use when configuring org-wide platform settings: MFA enforcement, My Domain setup and deployment, session timeout and security settings, password policies, trusted IP ranges (Network Access), and CSP Trusted Sites. Owns these settings as deployable Settings metadata (Security.settings, MyDomain.settings, Company.settings, Language.settings) and the order in which a new org is stood up. Trigger keywords: 'MFA setup', 'My Domain', 'session settings', 'password policy', 'trusted IP ranges', 'CSP trusted sites', 'Security.settings', 'SecuritySettings metadata', 'MyDomainSettings', 'settings-meta.xml', 'enhanced domains', 'deploy org settings', 'new org setup order', 'sessionTimeout enum', 'lockSessionsToIp', 'enableAdminLoginAsAnyUser'. NOT for user-level login restrictions (use user-management), NOT for permission model design (use permission-sets-vs-profiles), NOT for security audit and hardening review (use security/org-hardening-and-baseline-config).

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Configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) - program delivery, cohort setup, service scheduling, service delivery recording, and attendance tracking for beneficiaries. Trigger keywords: program management module, PMM, Program__c, ProgramEngagement__c, ServiceDelivery__c, cohort setup, bulk service delivery, service schedule, service participant. NOT for designing which outcomes and indicators to measure - use admin/program-outcome-tracking-design. NOT for NPSP donor, household and giving-rollup data - use data/nonprofit-data-architecture.

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Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting categories. Use when setting up or restructuring the opportunity lifecycle for Sales Cloud. NOT for forecast types, rollup methods, quotas or manager adjustments — use admin/collaborative-forecasts. NOT for agreeing what the stages and exit criteria should be before any build — use admin/sales-process-mapping. NOT for CPQ pricing or product configuration. Keywords: BusinessProcess, sales process, OpportunityStage, ForecastCategoryName, PathAssistant, OpportunitySplit, OpportunitySplitType, OpportunityTeamMember, Opportunity.settings, enableOpportunityTeam, IsClosed, IsWon, IsPrivate.

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Use this skill to gather, document, and validate OmniScript flow design requirements before development begins — covering screen layout requirements, branching logic, data source requirements, and user journey mapping. Trigger keywords: OmniScript requirements, OmniScript BA, OmniScript screen design, OmniScript user journey, OmniScript branching requirements. NOT for building the OmniScript or moving logic into an Integration Procedure — use omnistudio/omniscript-design-patterns. NOT for FlexCard requirements — use admin/flexcard-requirements.

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Configuring Salesforce Omni-Channel routing from scratch or updating existing routing: enabling Omni-Channel, creating Service Channels, configuring Routing Configurations (queue-based and skills-based), setting up Presence Statuses and Presence Configurations, assigning skills to Service Resources, and defining Skills-Based Routing Rules. Trigger keywords: Omni-Channel setup, routing configuration, queue-based routing, skills-based routing, presence status, service channel, routing rules. NOT for agent capacity units and channel weighting — use architect/omni-channel-capacity-model. NOT for Apex routing via PendingServiceRouting — use apex/omni-channel-custom-routing.

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Use when creating a new Salesforce custom object: naming the object and setting its API name, selecting optional features (Activities, Chatter, History Tracking), choosing an org-wide default sharing model, and creating a tab. Triggers: 'create a custom object', 'new custom object setup', 'what sharing model should I choose', 'how do I create a tab for my object', 'object features like activities and history tracking'. NOT for designing the fields on the object - use admin/custom-field-creation. NOT for sharing rules or role hierarchy configuration - use admin/sharing-and-visibility. NOT for lookup-vs-master-detail and junction design - use data/data-model-design-patterns. More triggers: 'custom object records not showing in search', 'sharing model greyed out on my object', 'auto number restarted at 1 after deploy', 'cannot create a queue for my custom object', 'CustomObject deploy failed enableBulkApi', 'field history tracking shows no rows'.

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Use this skill to configure and manage NPSP Household Accounts: household naming rules, formal/informal greeting formats, primary contact designation, household merges, and household splits. Trigger keywords: NPSP household naming, household account not updating, merge duplicate households NPSP, household greeting customization, primary affiliation NPSP. NOT for FSC (Financial Services Cloud) households — use admin/household-model-configuration. NOT for bulk-loading constituents and households into NPSP — use data/constituent-data-migration.

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Use this skill when configuring, applying, or troubleshooting NPSP Engagement Plans — the framework that automatically generates standard Salesforce Task records on a timed schedule to guide donor stewardship and constituent outreach. Trigger keywords: engagement plan, donor stewardship tasks, NPSP task automation, engagement template, major donor follow-up. NOT for designing the cultivation and stewardship stages — use admin/fundraising-process-mapping. NOT for recording and receipting gifts — use admin/gift-entry-and-processing.

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Configure Salesforce Translation Workbench and translate custom labels, picklist values, field labels, page layout sections, or the Experience Cloud language switcher. Triggers: 'how to add a language to Salesforce', 'translate custom labels', 'Translation Workbench setup', 'picklist value translation', 'RTL language support'. NOT for creating the Custom Label records or referencing them from Apex/LWC — use admin/custom-label-management. NOT for locale formatting and RTL layout inside a component — use lwc/lwc-internationalization. Also: CustomObjectTranslation, objectTranslation file, GlobalValueSetTranslation, StandardValueSetTranslation, LanguageSettings, enableTranslationWorkbench, locale code, end-user language, platform-only language, data translation.

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Use this skill when prioritizing a Salesforce backlog with the MoSCoW method (Must / Should / Could / Won't) plus an effort + value lens, deciding what fits in the next sprint or release, and using WSJF as a tie-break when MoSCoW alone produces ties. Trigger keywords: MoSCoW prioritization, must should could won't, WSJF salesforce, prioritize salesforce stories, sprint commit, backlog grooming. NOT for story writing or splitting (use admin/user-story-writing-for-salesforce). NOT for release train planning (use agents/release-train-planner). NOT for sizing/estimation method debates — this skill assumes a sizing convention is already in place.

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Use when planning, configuring, or maintaining a Salesforce Mobile Publisher branded app — a customer-facing or partner-facing mobile app distributed through Apple App Store or Google Play, built on either the Experience Cloud (LWR/Aura) Mobile Publisher template or the Field Service Mobile Publisher template. Triggers: 'salesforce mobile publisher branded app', 'experience cloud mobile app store distribution', 'mobile publisher push notifications certificate', 'app store review rejection salesforce', 'mobile publisher version policy update'. NOT for the standard mobile app — use admin/lightning-app-builder-advanced. NOT for Field Service mobile — use admin/fsl-mobile-app-setup.

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Media Cloud setup for advertising sales management, audience segmentation, campaign management, revenue management, and cross-channel ad products. NOT for Marketing Cloud setup — use admin/marketing-cloud-engagement-setup. NOT for Data Cloud segments — use admin/data-cloud-segmentation.

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Use this skill when configuring a new or existing Marketing Cloud Account Engagement (MCAE, formerly Pardot) business unit: Salesforce v2 connector activation, connector user permissions, Salesforce User Sync, prospect field sync rules, tracking domain setup, and Account Engagement Lightning App installation. NOT for connecting Marketing Cloud Engagement (email studio, journeys) to Salesforce - use admin/marketing-cloud-connect. NOT for calling the Account Engagement REST API from code - use apex/mcae-pardot-api.

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Use when re-assigning record OwnerId across many records — territory realignment, employee departure, region split, integration cleanup. Triggers: 'mass transfer accounts', 'reassign opportunities to new owner', 'transfer all records on user deactivation', 'OwnerId migration', 'mass transfer records tool', 'bulk owner change', 'transfer before deactivating user', 'account team lost after owner change', 'assignment rule overrode my OwnerId column', 'defer sharing calculations', 'roll back an owner transfer'. NOT for auto-assigning new records — use admin/assignment-rules. NOT for territory assignment data — use data/territory-data-alignment.

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Use this skill when configuring Marketing Cloud Engagement (formerly ExactTarget): business units, user roles, sender profiles, delivery profiles, send classifications, and account-level settings. NOT for MCAE / Account Engagement (Pardot) setup — use admin/mcae-pardot-setup. NOT for designing a multi-brand parent/child BU hierarchy — use architect/multi-bu-marketing-architecture.

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Use this skill when configuring or troubleshooting Marketing Cloud Connect (MC Connect) — the managed package that links a Salesforce org to a Marketing Cloud account. Covers connector user setup, synchronized data sources, scope configuration, tracking sync, and triggered sends. NOT for MCAE/Pardot connector setup — use admin/mcae-pardot-setup. NOT for synced data extension failures — use data/marketing-cloud-data-sync.

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Use when executing admin-level cleanup in a Salesforce org: deleting unused fields, removing inactive Flow versions, deactivating legacy automation, running Salesforce Optimizer or Org Check, and performing destructive metadata deploys. Triggers: 'clean up unused fields', 'delete inactive flows', 'run Optimizer', 'org has too many custom fields', 'remove old workflow rules', 'Flow version limit'. NOT for assessing or reporting on technical debt (use architect/technical-debt-assessment). NOT for code-level refactoring or Apex cleanup (use apex/ skills).

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Use when a subscriber admin is installing, upgrading, or rolling back a managed package (1GP or 2GP) sourced from AppExchange or a private install URL — covers pre-install evaluation, sandbox dry runs, license and dependency checks, the install/upgrade audit trail, post-install configuration the package's InstallHandler cannot perform, and uninstall fallback. NOT for building managed packages as an ISV (use devops/managed-package-development), unlocked-package development (use devops/unlocked-package-development), or AppExchange listing setup. Trigger keywords: InstalledPackage, installedPackages, securityType, activateRSS, sf package install, sf package installed list, PackageLicense, UserPackageLicense, AllowedLicenses, UsedLicenses, push upgrade, PackageSubscriber, namespace prefix, 04t, certified managed package limits.

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Design or repair lookup filters that constrain a child lookup using fields from the parent record (or a sibling record on the same object). Triggers: 'limit lookup based on another field', 'cross-object lookup filter', 'lookup filter $Source vs $User', 'lookupFilter block in field-meta.xml', 'booleanFilter with three filterItems', 'picker still shows every record after deploy', 'lookup filter error message not translated'. NOT for choosing lookup vs master-detail - use admin/lookup-and-relationship-design. NOT for duplicate matching rule criteria - use admin/duplicate-management. NOT for the rest of the CustomField element set - use admin/custom-field-creation.

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