All authors
Claude Skills by PranavNagrecha
github.com/PranavNagrecha1,088 skills0 installs2,308 views
- Object Creation And DesignUse 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-creati...Votes: 0GitHub stars: 15
- Omni Channel Routing SetupConfiguring 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. NO...Votes: 0GitHub stars: 15
- Omniscript Flow Design RequirementsUse 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 Fle...Votes: 0GitHub stars: 15
- Omnistudio Admin ConfigurationUse when configuring OmniStudio at the org level: enabling Standard Runtime, selecting the Runtime Namespace, assigning Permission Set Licenses, toggling feature settings, and granting Experience Cloud community access. Trigger keywords: OmniStudio Settings, Standard OmniStudio Runtime, managed package runtime, runtime namespace, OmniStudio Permission Set, OmniStudio PSL. NOT for moving an org off the vlocity namespace — use omnistudio/vlocity-to-native-omnistudio-migration. NOT for deciding ...Votes: 0GitHub stars: 15
- Opportunity ManagementConfiguring 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 fo...Votes: 0GitHub stars: 15
- Org Cleanup And Technical DebtUse 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 f...Votes: 0GitHub stars: 15
- Org Setup And ConfigurationUse 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...Votes: 0GitHub stars: 15
- Outbound Message SetupUse when configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — endpoint setup, field selection, retry behavior, and delivery monitoring. NOT for the listener's session ID callback into Salesforce — use integration/outbound-messages-and-callbacks. NOT for JSON webhooks or Flow-triggered pushes — use integration/outbound-webhook-from-salesforce. Keywords: WorkflowOutboundMessage, outboundMessages, endpointUrl, includeSessionId, integrationUser, useDeadLetter...Votes: 0GitHub stars: 15
- Partner Community RequirementsUse 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 pa...Votes: 0GitHub stars: 15
- Path And GuidanceUse when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects. Triggers: 'add guidance to stages', 'key fields on path', 'celebrate closed won', 'path not showing', 'configure path steps', 'confetti on stage change'. NOT for creating the stage picklist — use admin/opportunity-management. NOT for in-app prompts — use admin/in-app-guidance-and-walkthroughs. Metadata: PathAssistant, PathAssistantStep, PathAssistantSettings, pathA...Votes: 0GitHub stars: 15
- Patient Engagement RequirementsUse this skill when defining patient engagement portal requirements for Health Cloud: appointment scheduling, secure in-portal messaging, health assessments, patient education, and self-service features. NOT for care team workflows, SDOH barriers and care gaps — use admin/care-coordination-requirements. NOT for patient portal licensing and cloud topology — use architect/health-cloud-multi-cloud-strategy.Votes: 0GitHub stars: 15
- Permission Set ArchitectureUse when designing or refactoring Salesforce access architecture around minimal profiles, permission sets, permission set groups, muting, and assignment governance. Triggers: 'profile sprawl', 'permission set strategy', 'PSG architecture', 'access bundle design', 'least privilege', 'how to slice permission sets', 'permission set naming convention', 'permission set license restriction', 'PSG status Outdated', 'permissionset-meta.xml'. NOT for PSG muting mechanics and recalculation order — use ...Votes: 0GitHub stars: 15
- Permission Set ExpirationUse 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.Votes: 0GitHub stars: 15
- Permission Set Group CompositionTactical guidance for composing Permission Set Groups: layering permission sets, applying Mute Permission Sets to subtract narrow capabilities, sequencing the recalculation lifecycle, deletion order, and assignment-vs-activation lifecycle. Triggers: 'PSG composition', 'mute permission set', 'PSG recalculation', 'cannot delete permission set in PSG', 'PSG explosion', 'expired PSG assignment'. NOT for the strategic profile-vs-PSG choice or migrating off profiles - use admin/permission-set-archi...Votes: 0GitHub stars: 15
- Permission Sets Vs ProfilesUse when designing or auditing Salesforce access control — deciding between Profiles, Permission Sets, and Permission Set Groups. Triggers: 'user can't see field', 'too many profiles', 'permission model', 'least privilege', 'profile migration', 'what stays on the profile', 'profile only settings', 'login hours permission set', 'layout assignment permission set', 'IsOwnedByProfile', 'profile retrieve empty'. NOT for sharing rules or record-level access — use admin/sharing-and-visibility for that.Votes: 0GitHub stars: 15
- Persona And Journey Mapping SfBuild Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured mobile/desktop posture, and journeys walk each task end-to-end with friction tags that drive UX decisions. NOT for stakeholder authority / RACI (use admin/stakeholder-raci-for-sf-projects), NOT for system-side process flows (use admin/process-flow-as-is-to-be), NOT for Lightning page design itself (use admin/lightning-...Votes: 0GitHub stars: 15
- Picklist And Value SetsUse when creating or managing picklist fields: choosing between Global Value Sets and object-local picklists, configuring controlling and dependent field relationships, managing picklist values, and replacing values in existing data records. NOT for why the API or an integration ignores a dependency matrix - use admin/field-dependency-and-controlling. NOT for cleaning up degraded, unrestricted or orphaned picklist values - use admin/picklist-field-integrity-issues. NOT for record type picklis...Votes: 0GitHub stars: 15
- Picklist Data IntegrityPicklist governance for Salesforce admins — Restricted vs Unrestricted, Global Value Sets vs local picklists, value deactivation that breaks reports, dependent picklists with deactivated controllers, and the 'value not in picklist' phantom-data problem. Covers the per-record-type value selection model, the API-vs-label mismatch trap, and the mass-replace-values runbook. NOT for auditing an org where invalid values already exist or record-type mappings have drifted — use admin/picklist-field-i...Votes: 0GitHub stars: 15
- Picklist Field Integrity IssuesUse when picklist data quality has degraded: unrestricted picklists accepting garbage API values, dependent picklist relationships bypassed by integrations, record type picklist value mappings drifting out of sync, or orphaned values appearing in reports. NOT for the value-deactivation runbook or the API-name-vs-label trap — use admin/picklist-data-integrity. NOT for initial picklist creation or Global Value Set design — use admin/picklist-and-value-sets. NOT for record type configuration its...Votes: 0GitHub stars: 15
- Pipeline Review DesignConfiguring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories into the inspection view, Days in Stage and other deal-change metrics, and pipeline review cadence for sales managers. Use when designing or improving how a team monitors deal health and pipeline movement. NOT for the Revenue Intelligence app, Einstein deal insights, or forecast-accuracy dashboards — use admin/revenue-intelligence-setup. NOT for forecast types, quotas, or forecast hie...Votes: 0GitHub stars: 15
- Portal Requirements GatheringUse when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site. Triggers: 'gathering requirements for customer portal', 'planning Experience Cloud site', 'what license for community portal', 'portal user journey mapping', 'self-service requirements'. NOT for building the site in Experience Builder — use admin/experience-cloud-site-setup. NOT for designing the deal-registration and MDF processes themselves — use admin/partner-community-requireme...Votes: 0GitHub stars: 15
- Pricing Model DesignUse when selecting the right Salesforce CPQ pricing model for a product line — the four native Pricing Methods (List, Cost Plus Markup, Block, Percent of Total) and Range vs Slab Discount Schedule types — before any configuration begins. Trigger keywords: CPQ pricing method, SBQQ__PricingMethod__c, Cost Plus Markup, Block Pricing design, Percent of Total design, discount schedule type, Range vs Slab discount, pricing model strategy, which CPQ pricing mechanism to use. NOT for configuring Pric...Votes: 0GitHub stars: 15
- Process Automation SelectionUse when deciding which Salesforce automation tool should own a requirement, including before-save and after-save Flow, screen Flow, scheduled Flow, invocable Apex, Apex triggers, and migration off Workflow Rules or Process Builder. Triggers: 'Flow or Apex trigger', 'which automation tool should I use', 'Process Builder migration', 'Workflow Rule retirement', 'same-record update or trigger', 'automation decision record', 'why did we reject Apex', 'one object one order', 'automation inventory ...Votes: 0GitHub stars: 15
- Process Flow As Is To BeDocumenting 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 des...Votes: 0GitHub stars: 15
- Products And PricebooksUse when configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction records, enabling multi-currency pricing, configuring Product Schedules (Revenue and Quantity), or troubleshooting incorrect prices on Opportunity line items and Quotes. Triggers: 'add product to pricebook', 'pricebook entry', 'standard pricebook', 'product catalog', 'multi-currency product pricing', 'product schedule...Votes: 0GitHub stars: 15
- Program Outcome Tracking DesignDesign guidance for program outcome measurement in Salesforce nonprofit orgs: logic model structure, indicator taxonomy, impact reporting design, and grant compliance reporting using NPSP Program Management Module (PMM) or Nonprofit Cloud (NPC) Outcome Management. NOT for configuring PMM programs, cohorts and service deliveries - use admin/npsp-program-management. NOT for setting up grant tracking, funding awards and disbursements - use admin/grant-management-setup.Votes: 0GitHub stars: 15
- Queues And Public GroupsUse this skill when creating or managing queues, configuring queue membership, setting up case or lead queues, creating public groups, or using groups in sharing rules and manual sharing. Trigger keywords: queue, public group, queue membership, queue email, group sharing, case queue, lead queue. NOT for the rule that decides which queue a record lands in — use admin/assignment-rules. NOT for Omni-Channel routing configuration — use admin/omni-channel-routing-setup.Votes: 0GitHub stars: 15
- Quote To Cash ProcessUse when designing, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object chain from SBQQ__Quote__c through Contract to blng__Invoice__c, approval routing via Advanced Approvals (sbaa__), billing schedule generation, and order activation. Trigger keywords: CPQ quote, SBQQ, revenue cloud billing, Advanced Approvals, subscription, blng invoice, contract pivot. NOT for quote-to-cash on standar...Votes: 0GitHub stars: 15
- Quote To Cash RequirementsUse when designing or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote to Synced Quote to Approval Process to Quote PDF to Order creation. Trigger keywords: quote approval, discount policy, quote PDF limits, order from quote, quote sync, quote template. NOT for CPQ pricing rules or discount schedules — use admin/cpq-pricing-rules. NOT for building the quote template itself — use admin/quotes-and-quote-templates.Votes: 0GitHub stars: 15
- Quotes And Quote TemplatesUse when configuring standard Salesforce Quotes, building quote templates for PDF generation, emailing quotes, syncing quotes to opportunity products, or setting up discount approvals on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items', 'QuoteSettings', 'enableQuote', 'QuoteStatus', 'allowEmail', 'SyncedQuoteId', 'IsSyncing', 'QuoteLineItem', 'QuoteDocument', 'GrandTotal', 'Pricebook2Id'. NOT ...Votes: 0GitHub stars: 15
- Rebate Management SetupRebate 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.Votes: 0GitHub stars: 15
- Record Type Id ManagementRecordType ID differences across orgs: dynamic lookup via Schema.SObjectType methods, DeveloperName for stable refs, hard-coded ID anti-patterns, record-type caching, deployment impact. NOT for deciding whether to use record types at all — use admin/record-types-and-page-layouts. NOT for layout/profile explosion at scale — use admin/record-type-strategy-at-scale. NOT for hard-coded Profile, Queue or User IDs in Apex — use apex/apex-hardcoded-id-elimination.Votes: 0GitHub stars: 15
- Record Type Strategy At ScaleUse when designing or refactoring record types across objects with many profiles, business processes, or picklist variations. Covers layout assignment explosion, Dynamic Forms migration, and record type ID portability. NOT for basic record type setup or page layout assignment — use admin/record-types-and-page-layouts. NOT for converting one page layout to Dynamic Forms — use admin/dynamic-forms-migration. Trigger keywords: record type consolidation, layout assignment matrix, recordTypeVisibil...Votes: 0GitHub stars: 15
- Record Types And Page LayoutsUse when designing, auditing, or simplifying Record Types and Page Layouts. Triggers: 'record type', 'page layout', 'different picklist values', 'different fields per team', 'dynamic forms', 'business process', 'recordTypeVisibilities', 'layoutAssignments', 'record type deploy failed', 'businessProcess required', 'layout assignment matrix'. NOT for layout explosion across many profiles — use admin/record-type-strategy-at-scale. NOT for sharing rules — use admin/sharing-and-visibility. NOT for...Votes: 0GitHub stars: 15
- Recurring Donations SetupConfigure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and interpret the Upcoming Installments UI. NOT for NPSP object and field reference — use data/npsp-data-model. NOT for payment gateways — use architect/fundraising-integration-patterns.Votes: 0GitHub stars: 15
- Referral Management HealthUse this skill when configuring Health Cloud referral management: setting up ClinicalServiceRequest-based referrals, provider search, referral status workflows, and network management. NOT for referrals in Financial Services Cloud — use admin/fsc-referral-management. NOT for care team workflow and transition-of-care design — use admin/care-coordination-requirements.Votes: 0GitHub stars: 15
- Related List ConfigurationConfigure related lists on Salesforce records — column choice on Page Layouts (max 10 fields per related list), sort field selection, the Spring '24 Enhanced Related Lists component (which adds filtering, mass actions, and 10-row inline display), the choice between Related Lists / Related Lists - Single / Related List - Quick Links in Lightning App Builder, per-record-type related-list assignments, and the View All / pagination UX. NOT for FSL WorkOrderMilestone-on-Work-Order layout (use admi...Votes: 0GitHub stars: 15
- Remote Site SettingsUse when configuring Remote Site Settings to allow Apex callouts to external URLs, or distinguishing them from CSP Trusted Sites for Lightning component resource loading. NOT for storing an endpoint and its auth as a Named Credential — use integration/named-credentials-setup. NOT for allow-listing a URL the browser itself loads (script, iframe, fetch) — use security/csp-and-trusted-urls.Votes: 0GitHub stars: 15
- Report Performance TuningUse when a report or dashboard is slow, timing out, hitting row limits, or consuming excessive system resources on large-volume objects — covers selective filter strategy, custom report type optimization, async report execution via Analytics API, dashboard refresh scheduling, and grouping/aggregation tuning. Triggers: 'report times out', 'report is slow', 'dashboard not refreshing', 'report row limit hit', 'too many report results'. NOT for CRM Analytics / Tableau CRM performance (separate sk...Votes: 0GitHub stars: 15
- Report Type StrategyCustom Report Type design — when to create a CRT vs use the standard, A-with-B-without and A-without-B joins, primary/secondary/related-via-lookup objects, the 60-field display limit, and field-set vs cross-join layouts. NOT for building the report or dashboard itself once the report type exists — use admin/reports-and-dashboards-fundamentals. Keywords: reportType metadata, baseObject, outerJoin, ObjectRelationship, ReportLayoutSection, checkedByDefault, displayNameOverride, deployed false, c...Votes: 0GitHub stars: 15
- Reports And Dashboards FundamentalsUse when learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary formulas, charts, dashboard components, dynamic dashboards, report subscriptions, and folder permissions. Triggers: 'how do I build a report', 'what report type should I use', 'set up a dashboard', 'joined report limits', 'bucket field vs formula', 'dynamic dashboard running user'. NOT for CRM Analytics (use crm-analytics-* ...Votes: 0GitHub stars: 15
- Reports And DashboardsUse when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter', 'report subscription', 'dashboard refresh', 'report-meta.xml', 'dashboard running user', 'report folder sharing', 'package.xml report wildcard'. NOT for choosing a report type, bucket fields, summary formulas or joined-report limits — use admin/reports-and-dashboards-fundamentals. NOT for Einstein Analytics / CRM Analy...Votes: 0GitHub stars: 15
- Requirements Gathering For SfEliciting, documenting and structuring requirements for a Salesforce implementation: stakeholder discovery interviews, As-Is and To-Be process mapping, and gap analysis against standard Salesforce capability. Trigger keywords: requirements gathering, user story, As-Is To-Be, gap analysis, stakeholder interview, process mapping, business requirements, fit gap. NOT for authoring the user stories themselves - use admin/user-story-writing-for-salesforce. NOT for scoring requirements against a spe...Votes: 0GitHub stars: 15
- Requirements Traceability MatrixUse this skill when building or maintaining a Requirements Traceability Matrix (RTM) on a Salesforce project: one row per requirement, columns for source, user-story id(s), test-case id(s), defect id(s), sprint, release, and status. Covers forward traceability (req → story → code → test) and backward traceability (test → req). Trigger keywords: RTM, requirements traceability matrix, audit trail for salesforce delivery, traceability for steerco, deferred requirement tracking, regulatory tracea...Votes: 0GitHub stars: 15
- Restriction RulesUse when narrowing access that sharing already granted. Trigger keywords: restriction rule, recordFilter, userCriteria, RestrictionRule metadata, hide records, restrict visibility. NOT for list-view scope only - use admin/scoping-rules.Votes: 0GitHub stars: 15
- Revenue Intelligence SetupRevenue Intelligence setup: activating the RI app and its CRM Analytics assets, Einstein deal insights, the opportunity-change waterfall, and forecast-accuracy analytics for sales leaders. NOT for configuring the Pipeline Inspection view, its metrics and review cadence - use admin/pipeline-review-design. NOT for forecast types, categories, rollups and quotas - use admin/collaborative-forecasts.Votes: 0GitHub stars: 15
- Revenue Recognition RequirementsConfigure and troubleshoot Salesforce Billing revenue recognition rules, schedules, and GL transaction generation under ASC 606. Triggers: 'revenue schedule not generated after order activation', 'blng__RevenueSchedule__c missing', 'blng__RevenueRecognitionRule__c on a product', 'Finance Periods not set up', 'performance obligation allocation for bundled products', 'distribution method', 'ASC 606 in Salesforce Billing'. NOT for billing schedules, invoice plans and invoice runs - use admin/bil...Votes: 0GitHub stars: 15
- Role Hierarchy DesignUse when designing or maintaining the role hierarchy as a record-access mechanism. Trigger keywords: role hierarchy, manager cannot see subordinate records, grant access using hierarchies, role reparenting, portal role, how deep should the role hierarchy be, design the role hierarchy. NOT for territory models - use admin/enterprise-territory-management. NOT for rule-based grants - use admin/sharing-rules. NOT for the overall model - use admin/sharing-and-visibility.Votes: 0GitHub stars: 15
- Sales Engagement CadencesUse when setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep assignment. Triggers: 'cadence builder', 'HVS cadence', 'work queue steps', 'sales engagement setup', 'sequence steps not appearing', 'cadence not sending email', 'Sales Engagement permission set'. NOT for cadence enrollment from Apex — use apex/sales-engagement-api. NOT for MCAE/Pardot nurture — use admin/lead-nurture-jour...Votes: 0GitHub stars: 15
- Sales Process MappingEliciting and documenting a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules. Trigger keywords: sales process design, stage discovery, entry criteria, exit criteria, stage gate, win/loss categorisation, sales methodology, pipeline stages, opportunity stage mapping, stage ladder, probability ladder, forecast category mapping, required fields per stage, stage swim lane, discovery workshop,...Votes: 0GitHub stars: 15