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Claude Skills by PranavNagrecha
github.com/PranavNagrecha1,088 skills0 installs2,308 views
- Fsl Work Order ManagementConfigure and manage Field Service Lightning work orders: work types, work order line items, service appointments, status flow, and auto-creation via maintenance plans. NOT for choosing which technician gets the appointment (work rules, scheduling policies) — use admin/fsl-scheduling-policies. NOT for setting up the technicians, their skills or capacity — use admin/fsl-resource-management.Votes: 0GitHub stars: 15
- Fundraising Process MappingUse when designing nonprofit fundraising lifecycle stages, donor pipeline workflows, cultivation-to-stewardship cycles, or Salesforce Opportunity sales process configuration for NPSP or Nonprofit Cloud. Trigger keywords: fundraising lifecycle, donor pipeline, cultivation stage, solicitation workflow, major gift process, moves management, NPSP Opportunity stages, stewardship cycle, NPC fundraising stages. NOT for lapsed donor re-engagement or portfolio segmentation — use admin/donor-lifecycle-...Votes: 0GitHub stars: 15
- Gift Entry And ProcessingConfigure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows. NOT for a one-time migration of historical gift data — use data/gift-history-import. NOT for soft credits or matching gifts — use admin/soft-credits-and-matching.Votes: 0GitHub stars: 15
- Global Actions And Quick ActionsUse this skill when configuring object-specific quick actions or global actions in Salesforce: choosing between action types, editing action layouts, pre-filling fields with predefined values, and adding actions to Lightning page layouts or mobile navigation. Trigger keywords: quick action, global action, action layout, pre-fill fields, predefined values, Salesforce mobile actions. NOT for building an LWC that runs as a quick action — use lwc/lwc-quick-actions. NOT for converting Classic Java...Votes: 0GitHub stars: 15
- Global Search ConfigurationConfigure platform-level global search in a Salesforce org — per-object Search Layouts (Search Results, Lookup Dialogs, Lookup Phone Dialogs, Tab columns), the Setup → Search Settings page (Sidebar Search, Lookup Auto-Completion, Drop-Down List size), and Synonym Groups (Setup → User Interface → Synonyms). NOT for Einstein Search personalization signals or Natural Language Search (use agentforce/einstein-search-personalization), NOT for Experience Cloud site Search Manager (use lwc/experience...Votes: 0GitHub stars: 15
- Grant Management SetupUse when configuring grant tracking in a Salesforce nonprofit org: NPSP Outbound Funds Module (open-source outfunds managed package) or Nonprofit Cloud for Grantmaking (separate license). Trigger keywords: grant management, funding awards, disbursement tranches, grantmaking setup, OFM, FundingAward, FundingDisbursement, FundingAwardRequirement. NOT for recording donor gifts and receipts, use admin/gift-entry-and-processing. NOT for reporting program outcomes to a funder, use admin/program-out...Votes: 0GitHub stars: 15
- Health Cloud Consent ManagementUse this skill when configuring Health Cloud patient consent management: setting up HIPAA authorization forms, consent templates, consent tracking per patient, and withdrawal handling. NOT for querying the AuthorizationFormConsent object hierarchy or its required field values — use data/consent-data-model-health. NOT for GDPR/CCPA marketing opt-out on ContactPointTypeConsent — use security/gdpr-data-privacy.Votes: 0GitHub stars: 15
- Health Cloud Patient SetupConfigure patient or member records in Salesforce Health Cloud: Person Account enablement, patient record types, care team role configuration, patient card customization, clinical data display. Trigger keywords: patient setup, Health Cloud person account, patient card component, care team roles, clinical data display. NOT for Person Accounts outside Health Cloud - use data/person-accounts. NOT for enrolling a patient into a care program - use admin/care-program-management.Votes: 0GitHub stars: 15
- Health Cloud TimelineConfigure the Industries Enhanced Timeline in Health Cloud to display clinical events, custom object records, and activity history on a patient or member record. Trigger keywords: Enhanced Timeline, TimelineObjectDefinition, Industries Timeline, timeline categories, clinical event display, timeline configuration. NOT for building a custom timeline or patient-card LWC — use apex/health-cloud-lwc-components. NOT for the standard Task and Event activity timeline — use admin/activity-and-task-pat...Votes: 0GitHub stars: 15
- Hipaa Workflow DesignUse this skill when designing HIPAA-compliant workflow requirements for Health Cloud: minimum necessary access design, audit trail requirements mapping, access control patterns, and BAA dependency identification. NOT for org-level HIPAA architecture or Shield encryption configuration — use architect/hipaa-compliance-architecture. NOT for care team and SDOH process design — use admin/care-coordination-requirements.Votes: 0GitHub stars: 15
- Household Model ConfigurationUse this skill when configuring the Financial Services Cloud (FSC) household data model — including Household record type setup, Primary Group assignment, ACR-based membership, rollup field inclusion, and batch rollup scheduling. NOT for NPSP household account configuration (use admin/npsp-household-accounts), non-FSC Account hierarchies, or standard Contact-Account relationships outside of FSC.Votes: 0GitHub stars: 15
- In App Guidance And WalkthroughsConfiguring Salesforce In-App Guidance: floating, docked, and targeted prompts, multi-step walkthroughs, audience targeting, scheduling, and adoption analytics. Use when designing user onboarding or feature adoption programs in Lightning Experience. Covers the Prompt metadata type, promptVersions, displayType, uiFormulaRule, stepNumber, isPublished, PromptAction and PromptError. NOT for guidance on a record's Path — use admin/path-and-guidance. NOT for adoption and training — use admin/change...Votes: 0GitHub stars: 15
- Industries Communications SetupConfigure Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog, TM Forum-aligned order decomposition setup, Account record-type segmentation, contract lifecycle activation. NOT for designing the commercial-to-technical order process itself - use admin/industries-process-design. NOT for calling TM Forum Open APIs (TMF622, TMF679) - use omnistudio/industries-api-extensions.Votes: 0GitHub stars: 15
- Industries Energy Utilities SetupOperational setup guide for Salesforce Energy and Utilities Cloud: license activation, permission sets, industry-specific object configuration (ServicePoint, Meter, MeterReading, Consumption, ServiceAccount, ServiceContract, RatePlan), CIS/billing system integration, and service order management. NOT for generic admin setup, NOT for reading or querying the E&U data model schema (use architect/industries-data-model for that).Votes: 0GitHub stars: 15
- Industries Insurance SetupConfigure Salesforce Industries Insurance (Financial Services Cloud Insurance): permission set licenses, irreversible org settings, core insurance objects, coverage types, claim configuration, and OmniScript-based quoting via the Insurance Product Administration API. Trigger keywords: insurance setup, FSC Insurance, InsurancePolicy object, InsurancePolicyCoverage, policy quoting OmniScript, claim type configuration, InsProductService, Digital Insurance Platform, many-to-many policy, multiple ...Votes: 0GitHub stars: 15
- Industries Process DesignUse when designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management decomposition, and utility service request workflows. Trigger keywords: FNOL process design, claims OmniScript customization, Industries order decomposition workflow, utility service order design, insurance claim lifecycle stages, telecom commercial-to-technical order flow. NOT for the Industries object model — use ar...Votes: 0GitHub stars: 15
- Industries Public Sector SetupPublic Sector Solutions (PSS) setup: licensing, permits, inspections, benefits, case management for government, citizen portals, and grant management. NOT for standard Service Cloud cases — use admin/case-management-setup. NOT for a plain portal site — use admin/experience-cloud-site-setup.Votes: 0GitHub stars: 15
- Integration Admin Connected AppsUse when managing Connected Apps for integration purposes — configuring OAuth policies, IP restrictions, refresh token expiry, pre-authorization assignment via profile or permission set, and monitoring connected app usage via EventLogFile. Also covers the running-integration operations: revoking a grant, rotating the consumer key or secret, pairing the app to an integration user's permission set, and the periodic review. Trigger keywords: 'revoke OAuth token', 'DeleteToken', 'OauthToken query...Votes: 0GitHub stars: 15
- Integration Pattern SelectionUse this skill to select the right Salesforce integration pattern — from point-to-point to event-driven to hub-and-spoke — by applying the official Salesforce two-axis decision framework (integration type × timing) to a business integration scenario. Trigger keywords: integration pattern decision, choose integration approach, Salesforce integration architecture, when to use platform events vs API, integration type selection. NOT for implementation of any specific integration pattern (use doma...Votes: 0GitHub stars: 15
- Integration User ManagementUse when setting up or auditing a dedicated Salesforce integration user — Salesforce Integration user license, API-only profile, permission set layering, MFA waiver, and login monitoring. NOT for creating human users, roles, or login hours — use admin/user-management. NOT for login IP ranges, session lifetime, or OAuth client-credential hardening — use security/api-only-user-hardening. Trigger keywords: service account, API-only user, run-as user, client credentials execution user, LoginHisto...Votes: 0GitHub stars: 15
- Journey Builder AdministrationUse when setting up, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria, journey versions, test mode, or journey analytics. Triggers: 'journey builder setup', 'entry source configuration', 'decision split not routing', 'exit criteria not removing contacts', 'goal not tracking conversion', 'journey version publishing', 'journey re-entry settings', 'wait activity date field'. NOT for codin...Votes: 0GitHub stars: 15
- Knowledge Base AdministrationUse 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 ...Votes: 0GitHub stars: 15
- Knowledge Classic To LightningMigrating Classic Knowledge (KnowledgeArticleVersion / Article Types) to Lightning Knowledge (Knowledge__kav with record types): article-type-to-record-type mapping, multi-language translation preservation, data category re-architecture, file attachment porting, version and publication-state retention, channel visibility translation, and downstream Case Feed / Community / Bot rewiring. NOT for new Lightning Knowledge setup or editorial publishing workflow design (use admin/knowledge-base-admi...Votes: 0GitHub stars: 15
- Lead Management And ConversionConfiguring Salesforce lead management and conversion in Setup: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes. Trigger keywords: web-to-lead, lead conversion, lead field mapping, lead settings, lead process, lead queue, lead auto-response. NOT for Apex that controls what conversion creates - use apex/lead-conversion-customization. NOT for lead assignment rule logic - use admin/assignment-rules. NOT for duplicate rule configuration - use...Votes: 0GitHub stars: 15
- Lead Nurture Journey DesignUse this skill when designing lead nurture journeys in MCAE (Account Engagement / Pardot) Engagement Studio — mapping content to funnel stages (Awareness, Consideration, Decision), behavioral trigger rules, branching program paths, and MQL handoff criteria to Sales. NOT for building a journey in Marketing Cloud Journey Builder — use admin/journey-builder-administration. NOT for the scoring and grading model behind MQL — use admin/mcae-lead-scoring-and-grading.Votes: 0GitHub stars: 15
- Lead Scoring RequirementsUse this skill when designing or documenting a lead scoring model in Salesforce Sales Cloud or Account Engagement: qualifying criteria, MQL/SQL threshold definitions, scoring dimensions (demographic, firmographic, behavioral), and sales handoff SLA. NOT for configuring the scoring, grading, and automation rules in Account Engagement — use admin/mcae-lead-scoring-and-grading. NOT for the whole marketing program's lifecycle stages and platform scope — use admin/marketing-automation-requirements.Votes: 0GitHub stars: 15
- Lightning App Builder AdvancedAdvanced Lightning App Builder usage: component visibility filters, custom page templates, Dynamic Forms, Dynamic Actions, page performance optimization, LWC targetConfig constraints on record pages. Use when building complex record pages or custom app templates. NOT for Dynamic Forms basics — use admin/dynamic-forms-and-actions. NOT for exposing an LWC via js-meta.xml targets — use lwc/lwc-app-builder-config.Votes: 0GitHub stars: 15
- Lightning Bolt Template AuthoringUse when an admin or partner needs to package an Experience Cloud (Community) site as a reusable Lightning Bolt Solution for distribution — covers the export workflow from Experience Builder, what gets bundled (ExperienceBundle, custom apps, flow categories, theme, layouts, navigation menus) versus what does NOT (data, CMS content, files), choosing Bolt vs managed package vs unlocked package vs cloning a site, sandbox-to-production promotion, multi-org distribution, AppExchange listing as a B...Votes: 0GitHub stars: 15
- Lightning Experience TransitionUse when planning, sequencing, or troubleshooting an org-wide migration from Salesforce Classic to Lightning Experience. Covers the LEX Transition Assistant Readiness Check, asset triage matrix (Visualforce, JavaScript buttons, page layouts, Knowledge, email templates, list views, AppExchange), pilot/wave rollout sequencing, end-user adoption telemetry, and cutover criteria. Triggers: 'lightning experience transition', 'classic to lightning migration plan', 'LEX readiness check', 'why are som...Votes: 0GitHub stars: 15
- Lightning Page Performance TuningUse when a Lightning record page, home page, or app page is slow to load or render — covers Experienced Page Time (EPT) analysis, component count reduction, progressive disclosure via tabs and conditional rendering, Lightning Experience Insights diagnostics, and DOM/XHR minimization strategies. Triggers: 'Lightning page is slow', 'EPT is high', 'record page takes too long to load', 'too many components on page', 'Lightning Experience Insights shows slow page', 'how to optimize Lightning page ...Votes: 0GitHub stars: 15
- Lightning Record Page ConfigurationUse when building a Lightning record page in App Builder or when the page users see is not the one you assigned. Trigger keywords: configure lightning record page, lightning app builder, flexipage, record page assignment, org default vs app default, activate lightning page. NOT for page speed - use admin/lightning-page-performance-tuning. NOT for page layout to Dynamic Forms migration - use admin/dynamic-forms-migration. NOT for related list columns - use admin/related-list-configuration.Votes: 0GitHub stars: 15
- List Views And Compact LayoutsUse when designing or reviewing list views, compact layouts, highlights panels, and search-result presentation so users can scan, find, and act on records quickly across desktop and mobile. Covers the deployable ListView, CompactLayout, SearchLayouts and ProfileSearchLayouts metadata: filterScope, booleanFilter, sharedTo, compactLayoutAssignment, and the package.xml shapes for each. Triggers: 'too many list views', 'compact layout not showing the right fields', 'search layouts vs list views',...Votes: 0GitHub stars: 15
- Lookup And Relationship DesignDesigning Lookup vs Master-Detail vs Hierarchical vs External relationships: cascade delete, roll-up summaries, ownership, sharing implications, polymorphic lookups, junction objects, relationship depth limits. NOT for restricting which records a lookup can pick — use admin/lookup-filter-cross-object-patterns. NOT for a roll-up across a plain lookup — use data/roll-up-summary-alternatives.Votes: 0GitHub stars: 15
- Lookup Filter Cross Object PatternsDesign 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-relati...Votes: 0GitHub stars: 15
- Managed Package Installation And UpgradeUse 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...Votes: 0GitHub stars: 15
- Marketing Automation RequirementsUse this skill when gathering, documenting, or validating requirements for a Salesforce marketing automation program — covering MCAE (Account Engagement / Pardot) lifecycle stages, MQL/SQL threshold definitions, scoring model specifications (sources, weights, decay, ceiling), handoff notification design, CRM field updates on status change, and sales SLA. Trigger keywords: MQL criteria, marketing-to-sales handoff, lead lifecycle, scoring requirements, automation program requirements, Marketing...Votes: 0GitHub stars: 15
- Marketing Cloud ConnectUse 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.Votes: 0GitHub stars: 15
- Marketing Cloud Engagement SetupUse 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.Votes: 0GitHub stars: 15
- Marketing Reporting RequirementsGathering and documenting Salesforce marketing reporting requirements: defining KPIs, choosing an attribution model (First Touch / Last Touch / Even Distribution / Multi-Touch), selecting the right Campaign Influence configuration, and mapping business questions to report types and dashboard features. NOT for actually building the Campaign Hierarchy and CCI models - use admin/campaign-planning-and-attribution. NOT for CRM Analytics dataset and dashboard requirements - use admin/analytics-requ...Votes: 0GitHub stars: 15
- Mass Transfer OwnershipUse 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 o...Votes: 0GitHub stars: 15
- Mcae Lead Scoring And GradingUse this skill when configuring MCAE (Account Engagement / Pardot) lead scoring models, grading profiles, score decay rules, or automation rules that fire on score/grade thresholds. Covers: scoring point values per activity, score decay for inactivity, Profiles for fit grading, combined MQL definitions (Score + Grade), and automation rules vs completion actions. NOT for defining the MQL model before build — use admin/lead-scoring-requirements. NOT for Engagement Studio nurture programs — use ...Votes: 0GitHub stars: 15
- Mcae Pardot SetupUse 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 ...Votes: 0GitHub stars: 15
- Media Cloud SetupMedia 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.Votes: 0GitHub stars: 15
- Messaging And Chat SetupConfigure Messaging for In-App and Web (MIAW) channels in Service Cloud: Messaging Channel, Embedded Service Deployment, CORS/CSP Trusted Sites, pre-chat fields, session routing by Queue or Omni-Channel Flow, Status-Based capacity, Live Agent migration. Trigger keywords: MessagingChannel, EmbeddedServiceConfig, messagingChannelType, EmbeddedMessaging, sessionHandlerQueue, sessionHandlerFlow, embeddedConfig, automatedResponses, CorsWhitelistOrigin, CspTrustedSite, BrandingSet, MessagingSession...Votes: 0GitHub stars: 15
- Mobile PublisherUse 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 sal...Votes: 0GitHub stars: 15
- Moscow Prioritization For Sf BacklogUse 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 t...Votes: 0GitHub stars: 15
- Multi Language And TranslationConfigure 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 compo...Votes: 0GitHub stars: 15
- Npsp Engagement PlansUse 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...Votes: 0GitHub stars: 15
- Npsp Household AccountsUse 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 household...Votes: 0GitHub stars: 15
- Npsp Program ManagementConfiguring 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...Votes: 0GitHub stars: 15