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Claude Skills by PranavNagrecha
github.com/PranavNagrecha1,088 skills0 installs2,308 views
- Salesforce Learning BriefTurn a verified Salesforce research packet into a concise, role-aware learning brief with clear objectives, concept sequencing, worked examples, release caveats, checks for understanding, and citations mapped to claims. Trigger keywords: teach me Salesforce, explain Salesforce concept, create learning brief, Salesforce study guide, role-based lesson. NOT for open-ended source discovery or freshness verification — use architect/salesforce-learning-research first. NOT for generating production ...Votes: 0GitHub stars: 15
- Salesforce Object QueryabilityDistinguish the six real reasons a Salesforce query can 'fail', and the protocol for diagnosing before declaring: object doesn't exist, not queryable in edition, permission-denied, field-level errors, namespace prefix missing, API version mismatch. NOT for one object's own query restrictions, required filters or row caps - use apex/soql-object-limits-and-restrictions. NOT for a query that works but is slow - use data/soql-query-optimization.Votes: 0GitHub stars: 15
- Salesforce Release PreparationUse when preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to stakeholders. Triggers: 'upcoming Salesforce release', 'release notes triage', 'Release Updates', 'sandbox preview opt-in', 'release readiness checklist', 'production upgrade date', 'feature impact', 'critical update', 'roll out the Spring release safely', 'is our org ready for the Spring release', 'release update settings me...Votes: 0GitHub stars: 15
- Salesforce Support EscalationOpen, classify, and escalate support cases with Salesforce Technical Support via the Help portal: choosing severity, engaging Premier Success, the Escalate to Technical Support Management path, tracking incidents on the Trust site. NOT for escalating your own org's cases after N hours - use admin/escalation-rules. NOT for SLA milestone timers and entitlement processes - use admin/entitlements-and-milestones.Votes: 0GitHub stars: 15
- Salesforce SurveysUse when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management. Triggers: 'create a survey', 'NPS score', 'survey invitation', 'survey response report', 'customer feedback form', 'guest user survey access', 'SurveyInvitation', 'SurveySubject', 'SurveySettings', 'sendSurveyInvitation', 'survey not linked to case', 'deploy a survey between orgs'. NOT for choosing between CSAT, NPS, and CES as your CX metric — use architect/customer-effort-scoring. N...Votes: 0GitHub stars: 15
- Sandbox Post Refresh AutomationAutomating post-sandbox-refresh cleanup via the `SandboxPostCopy` interface — the Apex class that runs ONCE after a sandbox refresh or clone completes, before users can log in. Used to mask emails, deactivate users, scrub integration endpoints, disable scheduled jobs, and reapply per-environment configuration the metadata copy doesn't carry. Covers the interface contract (`runApexClass` setting, `SandboxContext` parameter, single-execution semantics), the email-masking pattern that stops sand...Votes: 0GitHub stars: 15
- Sandbox StrategyUse when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose. Triggers: 'Developer sandbox', 'Developer Pro', 'Partial Copy', 'Full sandbox', 'sandbox refresh', 'data masking', 'test environment', 'Gov Cloud sandbox'. NOT for how many environments a program needs and how they map to branches - use devops/environment-strategy. NOT for re-seeding reference data after a refresh - use data/sandbox-refresh-data-strategies. Also covers: SandboxPostC...Votes: 0GitHub stars: 15
- Saql Query DevelopmentUse 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.Votes: 0GitHub stars: 15
- Scheduled Path PatternsScheduled 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.Votes: 0GitHub stars: 15
- Scoping RulesUse 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.Votes: 0GitHub stars: 15
- Self Service DesignUse this skill when designing the UX and content strategy for a Salesforce-powered self-service portal or help center — pre-deflection article surfacing, Help Center search UX, friction-calibrated case submission forms, community peer support layers, and deflection measurement. Trigger keywords: design self-service portal, case deflection strategy, help center UX design, reduce support volume with self-service, knowledge base search experience. NOT for picking which contact reasons to deflect...Votes: 0GitHub stars: 15
- Service Cloud Voice SetupUse this skill when setting up Service Cloud Voice with Amazon Connect — provisioning the contact center, configuring phone numbers, enabling real-time transcription, and configuring After Conversation Work Time. Covers the deployable metadata behind it: CallCenter, ConversationVendorInfo (vendorType), CallCenterRoutingMap, the Voice ServiceChannel that carries ACW, ServicePresenceStatus, PresenceUserConfig, ServiceCloudVoice.settings, and the VoiceCall / VoiceCallRecording objects. Trigger k...Votes: 0GitHub stars: 15
- Service Console ConfigurationUse 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 mappin...Votes: 0GitHub stars: 15
- Sharing And VisibilityUse 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.Votes: 0GitHub stars: 15
- Sharing RulesUse 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.Votes: 0GitHub stars: 15
- Soft Credits And MatchingUse 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.Votes: 0GitHub stars: 15
- Stakeholder Raci For Sf ProjectsUse 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, escalati...Votes: 0GitHub stars: 15
- Standard Object QuirksGuidance 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 ...Votes: 0GitHub stars: 15
- Subscription Lifecycle RequirementsUse 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 amendm...Votes: 0GitHub stars: 15
- System Field Behavior And AuditUse 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-histo...Votes: 0GitHub stars: 15
- Territory Design RequirementsRequirements 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 ter...Votes: 0GitHub stars: 15
- Uat And Acceptance CriteriaUse this skill when writing acceptance criteria for Salesforce features, structuring UAT test scripts from user stories, classifying defects found during UAT, or planning regression testing before a Salesforce release. Trigger keywords: UAT, user acceptance testing, test script, acceptance criteria, defect classification, regression testing, test plan, test case. NOT for Given/When/Then AC syntax — use admin/acceptance-criteria-given-when-then. NOT for the per-case field schema and AC-to-case...Votes: 0GitHub stars: 15
- Uat Test Case DesignUse 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...Votes: 0GitHub stars: 15
- Usage Based Pricing SetupUsage-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.Votes: 0GitHub stars: 15
- User Access PoliciesConfiguring User Access Policies (UAP) to automatically assign or revoke permission sets and permission set groups based on user attributes. Use when automating permission provisioning on user create/update without Apex triggers. Covers policy configuration, filter criteria, evaluation order, and PSL assignment. Also covers booleanFilter OR logic, the `in` operator for multi-value filters, the `order` tiebreak between competing policies, actions incl. permission set / permission set group / p...Votes: 0GitHub stars: 15
- User ManagementUse this skill to create, deactivate, freeze, or manage Salesforce users, assign user licenses and feature licenses, configure profiles and roles, set login hours and IP restrictions, and set up delegated administration. Triggers: 'add a new user in Salesforce', 'create a user and assign a licence', adding a new user, deactivating a departing employee, license assignment, freezing a user account, delegated admin setup. NOT for designing the permission set / PSG model — use admin/permission-se...Votes: 0GitHub stars: 15
- User Story Writing For SalesforceUse 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 ...Votes: 0GitHub stars: 15
- Validation RulesUse 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...Votes: 0GitHub stars: 15
- Wealth Management RequirementsUse 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 s...Votes: 0GitHub stars: 15
- Workflow Field Update PatternsCross-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-...Votes: 0GitHub stars: 15
- Agent Action Error HandlingDesign Invocable Apex actions that return deterministic, agent-friendly errors instead of surfacing raw exceptions to the LLM. NOT for authoring the action itself — @InvocableMethod schema, labels, security context — use agentforce/custom-agent-actions-apex. NOT for the Apex tests that force each error branch — use agentforce/agent-action-unit-tests.Votes: 0GitHub stars: 15
- Agent Action Input Slot ExtractionUse 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).Votes: 0GitHub stars: 15
- Agent Action Unit TestsApex 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.Votes: 0GitHub stars: 15
- Agent ActionsDesigning or reviewing Agentforce actions: Flow actions, Apex invocable actions, prompt-template actions, action naming, input and output contracts, confirmation requirements, and safe error behavior. Triggers: 'agent actions', 'build an agent that can look up an order', 'make the agent able to check order status', 'give the agent a capability', 'agent that can retrieve a record', 'flow action for agent', 'agent invocable action', 'action schema design'. NOT for writing the Apex class itself ...Votes: 0GitHub stars: 15
- Agent Channel DeploymentUse when deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile. Triggers: 'deploy agent to website', 'add Agentforce to Slack', 'enable agent for mobile app', 'configure embedded service for agent', 'agent API for custom integration', 'multi-channel agent deployment'. NOT for agent logic design — use agentforce/agent-topic-design or agentforce/agent-actions for topics, instructions, and action contracts.Votes: 0GitHub stars: 15
- Agent Deployment ChecklistCanonical 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.Votes: 0GitHub stars: 15
- Agent Metric DashboardsBuild the executive KPI dashboard for Agentforce: adoption, deflection, latency, cost, quality — KPI definitions, data sources, CRM Analytics lenses, alert thresholds. NOT for the platform's own session tracing, Agent Analytics and health monitoring — use agentforce/agentforce-observability. NOT for scoring agent answer quality offline — use agentforce/agentforce-eval-harness.Votes: 0GitHub stars: 15
- Agent Rate Limit StrategyControl LLM spend and Apex governor exposure for high-traffic Agentforce agents via per-user token budgets and graceful fallback when the budget is exhausted. NOT for reducing tokens per conversation in the first place — use agentforce/agentforce-cost-optimization. NOT for API rate-limiting of Salesforce REST endpoints — use integration/api-governance-and-rate-limits.Votes: 0GitHub stars: 15
- Agent Script DslAuthoring 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 ty...Votes: 0GitHub stars: 15
- Agent Security ReviewPre-production security checklist for Agentforce deployments: agent run-as permission scope, grounding-source data classification, action write-scope, audit trail. NOT for the full go-live readiness gate covering cost telemetry, rate limits, rollout and rollback — use agentforce/agentforce-production-readiness-checklist. NOT for a general org security review — use security/security-health-check.Votes: 0GitHub stars: 15
- Agent Testing And EvaluationUse 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 ...Votes: 0GitHub stars: 15
- Agent Topic DesignUse 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 mechani...Votes: 0GitHub stars: 15
- Agentexchange PublishingUse when an ISV or consulting partner is creating, pricing, publishing, or maintaining an AgentExchange listing through the Partner Console — covers the listing plan, the 5-step Listing Builder workflow (Fill in the Basics, Set Pricing, Add Details, Link Your Solution, Grow Your Business), commercialization models (revenue share vs. annual fee vs. freemium), AgentExchange Checkout setup (Stripe connection, pricing plans, fees, geographic eligibility), Private Offers, Security Review gating, a...Votes: 0GitHub stars: 15
- Agentforce Agent CreationUse 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 des...Votes: 0GitHub stars: 15
- Agentforce Agent Handoff PatternsUse 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 overa...Votes: 0GitHub stars: 15
- Agentforce Cost OptimizationUse 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 fa...Votes: 0GitHub stars: 15
- Agentforce Custom Channel DevUse 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 —...Votes: 0GitHub stars: 15
- Agentforce Custom Lightning TypesUse 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...Votes: 0GitHub stars: 15
- Agentforce Eval HarnessAuthor and run offline evals for Agentforce agents: fixture format, scoring rubrics, hallucination checks, regression baselines, CI integration, prompt-change safety. Trigger keywords: agent eval, hallucination, doesn't hallucinate, agentforce offline evals, rubric for agent response. NOT for deciding which layers of testing the agent needs — use agentforce/agentforce-testing-strategy. NOT for Testing Center, AiEvaluationDefinition or sf agent test runs — use agentforce/agent-testing-and-eval...Votes: 0GitHub stars: 15
- Agentforce GridUse 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 ...Votes: 0GitHub stars: 15