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Use this skill when configuring or troubleshooting NPSP soft credits, partial soft credits, or matching gift workflows — including OpportunityContactRole-based credit attribution, npsp__Partial_Soft_Credit__c records, and the Find Matched Gifts process. NOT for gift entry templates or batch gift entry — use admin/gift-entry-and-processing. NOT for importing historical gifts and credits — use data/gift-history-import.

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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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Use this skill when building, reviewing, or refreshing a RACI (Responsible / Accountable / Consulted / Informed) matrix for a Salesforce project so that every Salesforce-specific decision — data model change, automation tier choice, security model, integration boundary, deployment, license/edition — has exactly one accountable owner and a documented escalation path that downstream agents can route to. Trigger keywords: RACI matrix salesforce project, stakeholder authority salesforce, escalation path salesforce decisions, who approves data model change, salesforce decision rights, REFUSAL_NEEDS_HUMAN_REVIEW routing. NOT for the change advisory board operating model itself (use admin/change-management-and-deployment). NOT for end-user training rollout plans (use admin/change-management-and-training). NOT for the technical mechanics of permission set assignment authority (use admin/permission-set-architecture). NOT for pure stakeholder requirements elicitation (use admin/requirements-gathering-for-sf). More trigger keywords: who approves a sandbox refresh, who signs off a data load, release update activation owner, delegated admin authority vs RACI, multi-org decision rights, escalation time-box.

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Guidance on non-obvious runtime behaviors of Salesforce standard objects — polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger isolation, and Activity date fields. Also covers which trigger actually fires for a person account, the either/or Event duration contract, the Closed status category behind Task.CompletedDateTime, the 3-record merge cap and its single delete + single update trigger events, and the CaseComment post-insert write lock. Trigger keywords: person account trigger not firing, Contact trigger person account, Event required field EndDateTime, DurationInMinutes, CompletedDateTime null, merge MasterRecordId, CaseComment cannot be edited, IsNotificationSelected null, lead conversion triggers disabled. NOT for the Activity object model — use admin/activity-and-task-patterns. NOT for writing TYPEOF queries — use apex/apex-polymorphic-soql.

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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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Canonical go-live checklist for Agentforce deployments with rehearsed rollback and stakeholder sign-off records. NOT for the technical pre-prod verification behind those sign-off rows — cost telemetry, rate limits, canary rollout, latency benchmarks — use agentforce/agentforce-production-readiness-checklist. NOT for general Salesforce release management — use devops/release-management.

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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 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 creating, configuring, auditing, or troubleshooting an Agentforce agent end-to-end: agent definition, agent user setup, channel assignment, system instructions, activation, and lifecycle management. Triggers: 'create agentforce agent', 'agent not appearing to users', 'how to activate agent', 'agent channel setup', 'agent lifecycle', 'deploy agent to production'. NOT for designing what the agent can DO — an agent that looks up an order, checks a case, or creates a record is action design, use agentforce/agent-actions. NOT for topic boundary design — use agentforce/agent-topic-design.

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Use when setting the default filtered set of records a user sees in list views, reports and SOQL without removing their access. Trigger keywords: scoping rule, Filter by scope, default record scope, RestrictionRule enforcementType Scoping, Object Manager scoping rule, recordFilter. NOT for the SOQL USING SCOPE clause - use apex/soql-using-scope-clause. NOT for blocking record access - use admin/restriction-rules.

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Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types, including the Agent Script language for the new Agentforce Builder (hybrid-reasoning -> logic vs | prompt instructions, @actions/@subagent/@variables references, subagents). Use when creating agents in source control, writing or debugging Agent Script, debugging agent metadata, or understanding the metadata lifecycle of GenAiPlugin/GenAiPlanner/BotVersion types. Triggers: 'write or debug Agent Script', 'how do I deploy an Agentforce agent using source control', 'convert an agent topic to a subagent', 'what metadata types make up an Agentforce agent', 'agent test run command failing in CI pipeline', 'GenAiPlugin vs GenAiPlanner metadata relationship', 'Agent Script logic vs prompt instructions'. NOT for Apex-based agent actions — use agentforce/custom-agent-actions-apex. NOT for clicking the agent together in the Builder UI — use agentforce/agentforce-agent-creation.

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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 when monitoring Agentforce agent sessions, analyzing conversation logs, measuring deflection rates, or diagnosing agent performance issues. Triggers: 'agentforce session analytics', 'how to query agent conversation data', 'monitor agentforce agent effectiveness', 'agent deflection rate', 'utterance analysis agentforce'. NOT for Trust Layer audit logging — use agentforce/einstein-trust-layer. NOT for designing the topic boundaries and guardrails that cause the misrouting you are seeing in the data — use agentforce/agentforce-guardrails.

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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 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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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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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 configuring Slack-specific Agentforce capabilities AFTER the basic Slack deployment is complete: enabling Slack-native actions, managing public vs. private action scope, mapping Salesforce-to-Slack user identity, or troubleshooting Slack action failures. Triggers: 'add General Slack Actions topic to agent', 'configure canvas creation for Agentforce in Slack', 'Agentforce private action requires user identity mapping', 'Slack agent cannot send DMs after deployment', 'Agentforce Look Up User action not working in Slack', 'how to map Slack users to Salesforce identities for private actions'. NOT for the initial Slack OAuth install, DM vs channel-mention mode, or core agent setup — use agentforce/agent-channel-deployment. NOT for sending a Slack message or creating a channel from a Flow — use flow/flow-for-slack.

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Use this skill when building custom channel integrations with the Agentforce Agent API or BYOC (Bring Your Own Channel) for CCaaS — covering session lifecycle management, webhook handling, externalSessionKey design, sequenceId sequencing, BYOC Interaction API integration, and conversation state management. NOT for standing up a standard channel (Embedded Service, Slack, Experience Cloud, Messaging) — use agentforce/agent-channel-deployment. NOT for writing the Apex actions the agent invokes — use agentforce/custom-agent-actions-apex.

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Design Agentforce conversations that span multiple turns without losing context: session variable scoping, conversation memory, clarifying-question patterns, topic-to-topic (now subagent) handoff, and the right abstractions for accumulating state across turns. NOT for deciding the topic boundaries themselves or out-of-scope behavior — use agentforce/agent-topic-design. NOT for single-turn agent actions and their input/output contracts — use agentforce/agent-actions.

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Redact PII in your own code before it reaches Agentforce prompts, models, and logs. Trigger keywords: agentforce pii, pii redaction, data masking llm, prompt pii filter, audit pii leakage. NOT for turning on the platform's own masking, zero-retention and audit-trail controls — use agentforce/einstein-trust-layer. NOT for masking PII in a refreshed sandbox — use security/sandbox-data-masking.

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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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Use this skill to configure a Lightning Service Console app in Salesforce — Console Navigation (split view), workspace tabs and subtabs, the utility bar with Omni-Channel, Macros and History, Quick Text, keyboard shortcuts, and navigation rules per object. Trigger keywords: Service Console, console app, workspace tabs, subtabs, utility bar macros, Omni-Channel utility, split view, Quick Text, console navigation rules, keyboard shortcuts service console, navType Console, workspaceConfig mappings, WorkspaceMapping fieldName, UtilityBar FlexiPage, tabLimitConfig, listPlacement, MacroInstruction, QuickText Channel multipicklist, isNavTabPersistenceDisabled. NOT for opening or refreshing console tabs from code — use lwc/lwc-console-workspace-api. NOT for Omni-Channel routing setup — use admin/omni-channel-routing-setup.

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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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