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Claude Skills by PranavNagrecha
github.com/PranavNagrecha1,088 skills0 installs2,308 views
- Agentforce GuardrailsUse 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 filter...Votes: 0GitHub stars: 15
- Agentforce In SlackUse 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 U...Votes: 0GitHub stars: 15
- Agentforce Multi Turn PatternsDesign 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.Votes: 0GitHub stars: 15
- Agentforce ObservabilityUse 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 ...Votes: 0GitHub stars: 15
- Agentforce Persona DesignUse 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.Votes: 0GitHub stars: 15
- Agentforce Pii RedactionRedact 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.Votes: 0GitHub stars: 15
- Agentforce Production Readiness ChecklistAn 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 hall...Votes: 0GitHub stars: 15
- Agentforce Prompt VersioningVersion Prompt Templates and agent topic (now subagent) prompts: source-control shape, change review, model-version pinning, A/B, and rollback. Trigger keywords: prompt template versioning, prompt changelog, prompt rollback, A/B prompt test, agentforce prompt release. NOT for the CMDT-backed binding that swaps the live template version without a redeploy — use agentforce/prompt-template-versioning. NOT for authoring the template itself — use agentforce/prompt-builder-templates. NOT for prompt...Votes: 0GitHub stars: 15
- Agentforce Sales Ai SetupSetup and configuration of Einstein for Sales AI features: Opportunity Scoring, Pipeline Inspection AI insights, Einstein email insights and composition, and Forecasting AI — prerequisites, license checks, feature sequencing, data readiness validation. NOT for configuring or troubleshooting Einstein Activity Capture and Relationship Insights in a live org — use agentforce/einstein-copilot-for-sales. NOT for building an Agentforce agent — use agentforce/agentforce-agent-creation. NOT for its t...Votes: 0GitHub stars: 15
- Agentforce Service Ai SetupVerify prerequisites, license entitlements, and org readiness before enabling Einstein for Service AI features: Case Classification, Article Recommendations, Reply Recommendations, and Work Summaries. Trigger keywords: Einstein for Service setup, enable Case Classification, enable Article Recommendations, enable Reply Recommendations, enable Work Summaries, Einstein generative AI prerequisites, Data Cloud for Work Summaries. NOT for tuning or troubleshooting a feature that is already live — c...Votes: 0GitHub stars: 15
- Agentforce Testing StrategyDesign the Agentforce test pyramid: topic (now subagent) coverage, action unit tests, deterministic golden sets, adversarial prompts, and regression harness. Trigger keywords: agentforce testing, agent regression suite, prompt golden set, action unit test agentforce. NOT for hallucination evals, fixture format, or scoring rubrics — use agentforce/agentforce-eval-harness. NOT for running tests in Testing Center, AiEvaluationDefinition or sf agent test — use agentforce/agent-testing-and-evaluat...Votes: 0GitHub stars: 15
- Agentforce Tool Use PatternsPick the right tool shape for each agent action: Apex invocable vs Flow action vs External Service vs Prompt Template vs Data Cloud retrieval. Covers action selection by use case, argument design for LLM clarity, return-shape contracts, error-surfacing, cost implications, and when to chain tools vs keep a single action. NOT for designing or reviewing an action whose shape is already settled — naming, confirmation, error behavior — use agentforce/agent-actions. NOT for writing the Apex class i...Votes: 0GitHub stars: 15
- Custom Agent Actions ApexBuilding custom Apex-based actions for Agentforce agents: designing @InvocableMethod classes for Atlas Reasoning Engine invocation, defining input/output schema, handling errors, and managing security context. NOT for choosing between Apex, Flow, External Service and prompt-template tool shapes — use agentforce/agentforce-tool-use-patterns. NOT for the Apex test class that covers each action branch — use agentforce/agent-action-unit-tests.Votes: 0GitHub stars: 15
- Data Cloud Grounding For AgentforceGrounding an Agentforce agent with Data Cloud retrievers, DMO selection, chunking, and freshness windows. Triggers: agent grounding, retriever, DMO, data graph, RAG, vector index, citations. NOT for building or tuning the vector index itself — chunk size, embedding model, Query API — use agentforce/data-cloud-vector-search-dev. NOT for the end-to-end Knowledge-article RAG build — use agentforce/rag-patterns-in-salesforce. NOT for Data Cloud ingestion pipelines — use data/data-cloud-data-strea...Votes: 0GitHub stars: 15
- Data Cloud Vector Search DevDeveloping Data Cloud vector search: configuring search indexes, selecting chunking strategies (Easy Setup vs Advanced Setup), generating embeddings via the Salesforce-managed model, calling the Query API with a Data Cloud access token, and wiring retrieval to Agentforce grounding. NOT for admin-side index upkeep in Setup — refresh mode, PII field exclusion, rebuilds — use data/vector-database-management. NOT for end-to-end RAG pipeline design — use agentforce/rag-patterns-in-salesforce.Votes: 0GitHub stars: 15
- Einstein Bots To Agentforce MigrationUse when migrating an existing Einstein Bot (legacy or Enhanced) to Agentforce: feature mapping, conversation design translation, cutover planning, hybrid bot/agent architecture, and context handoff. Triggers: 'migrate einstein bot to agentforce', 'convert legacy bot to agentforce', 'einstein bot retiring deadline', 'hybrid bot agentforce pattern', 'bot dialog to topic migration'. NOT for new Agentforce setup with no existing bot — use agentforce/agentforce-agent-creation instead.Votes: 0GitHub stars: 15
- Einstein Copilot For SalesSales-specific AI features in Sales Cloud: Einstein Opportunity Scoring setup and optimization, Einstein Activity Capture configuration, AI email generation, Pipeline Inspection AI insights, and Einstein Relationship Insights. NOT for the license check and enablement sequence before any of these are turned on — use agentforce/agentforce-sales-ai-setup. NOT for the Service Cloud equivalents such as Case Classification and Work Summaries — use agentforce/einstein-copilot-for-service.Votes: 0GitHub stars: 15
- Einstein Copilot For ServiceService-specific AI features in Service Cloud: Case Classification setup and optimization, Article Recommendations configuration, Reply Recommendations, Work Summary (After-Visit Summary), Service Replies with Einstein, Auto-Routing, and Einstein Conversation Mining. NOT for the license, entitlement and data-threshold check before first enablement — use agentforce/agentforce-service-ai-setup. NOT for building an Agentforce agent — use agentforce/agentforce-agent-creation. NOT for its topic bo...Votes: 0GitHub stars: 15
- Einstein Discovery DevelopmentIntegrating Einstein Discovery predictions into Salesforce apps, automating bulk scoring jobs, deploying stories as prediction definitions, managing models via API, or querying prediction history. Trigger keywords: Einstein Discovery, smartdatadiscovery, predict endpoint, bulk scoring job, model refresh job, prediction definition, story deployment, regression prediction, multiclass prediction, CRM Analytics ML. NOT for authoring the story in CRM Analytics Studio — use admin/einstein-discovery...Votes: 0GitHub stars: 15
- Einstein Next Best ActionGuide practitioners through building Einstein Next Best Action strategies using Flow Builder, configuring Recommendation records, and surfacing recommendations via the Actions & Recommendations Lightning component. Trigger keywords: next best action, NBA strategy, surface recommendations. NOT for training a custom prediction model on your own records — use agentforce/einstein-prediction-builder. NOT for Einstein Bot or Agentforce agent conversation design — use architect/einstein-bot-architec...Votes: 0GitHub stars: 15
- Einstein Prediction BuilderEinstein Prediction Builder for creating custom binary classification predictions on Salesforce objects: field selection, training data requirements, model activation, score embedding, and monitoring. NOT for authoring an Einstein Discovery story in CRM Analytics Studio — use admin/einstein-discovery-setup. NOT for multiclass or regression predictions and programmatic Discovery scoring — use agentforce/einstein-discovery-development. NOT for judging whether the training dataset is usable, fea...Votes: 0GitHub stars: 15
- Einstein Search PersonalizationEinstein Search personalization: configure search result ranking, promoted results, searchable objects, and Natural Language Search (NLS) for Lightning Experience. Triggers when users ask about search personalization signals, why search results feel irrelevant, how to enable NLS conversational queries, or how to manage Einstein Search settings in Setup. NOT for search on an Experience Cloud site or community portal — use lwc/experience-cloud-search-customization. NOT for B2B or D2C Commerce s...Votes: 0GitHub stars: 15
- Einstein Trust LayerConfigure, audit, or troubleshoot Einstein Trust Layer security controls for generative AI features including Agentforce, Einstein Copilot, and Prompt Builder. Trigger keywords: trust layer, data masking, zero data retention, ZDR, toxicity detection, AI audit trail, grounding controls, PII masking LLM, Einstein generative AI security. NOT for redaction you build yourself in prompt-assembly code — use agentforce/agentforce-pii-redaction. NOT for org-wide AI governance and policy-as-code archit...Votes: 0GitHub stars: 15
- Employee Hr Service Agent RolloutUse when an org is rolling out an Agentforce-based HR / Employee Service agent for self-service workflows like leave requests, benefits questions, onboarding tasks, and time-off balance lookups. Covers Employee Agent licensing posture, knowledge-base grounding for HR policy, integration patterns with HRIS systems of record (Workday, ADP, BambooHR) — read-only vs read-write trade-offs, employee-vs-manager visibility model, PII handling under the Einstein Trust Layer, surface-placement decision...Votes: 0GitHub stars: 15
- Mcp Tool Definition ApexUse this skill to implement custom Apex MCP tool classes by extending McpToolDefinition from the salesforce-mcp-lib package. Covers inputSchema(), validate(), and execute() override patterns, JSON schema construction, SOQL and DML inside tools, error handling, and tool registration in the Apex REST endpoint. Trigger keywords: McpToolDefinition, extend McpToolDefinition, Apex MCP tool, mcp-tool Apex, JSON-RPC tool, salesforce-mcp-lib tool class. NOT for a native Agentforce agent action — use a...Votes: 0GitHub stars: 15
- Model Builder And ByollmUse when configuring Model Builder in Salesforce to register external LLMs or select standard models for Agentforce and Einstein features. Covers model registration, API key configuration, model aliases, and cost/performance tradeoffs. NOT for deciding the model-tier or multi-agent platform strategy before you register anything — use architect/ai-platform-architecture. NOT for Trust Layer configuration — use agentforce/einstein-trust-layer.Votes: 0GitHub stars: 15
- Prompt Builder TemplatesUse when creating, reviewing, or troubleshooting Prompt Builder templates (Field Generation, Record Summary, Sales Email, or Flex types), including grounding with merge fields, Flow, or Apex. Trigger keywords: prompt template, Prompt Builder, field generation, record summary, sales email template, flex template, grounding, merge fields, LLM template, Einstein generative AI. NOT for versioning, promoting or rolling back a template — use agentforce/prompt-template-versioning. NOT for Data Cloud...Votes: 0GitHub stars: 15
- Prompt Injection DefenseRed-team an Agentforce agent against prompt-injection and jailbreak attacks; codify adversarial test cases and guardrails, scoped to the agent boundary rather than general application-security review. NOT for the overall agent test plan (topic coverage, golden sets, regression harness) — use agentforce/agentforce-testing-strategy. NOT for keeping PII out of prompts, model calls and logs — use agentforce/agentforce-pii-redaction.Votes: 0GitHub stars: 15
- Prompt Template VersioningLifecycle management for Prompt Builder templates: version, test, promote, roll back via CMDT-backed bindings. NOT for source-control layout, model-version pinning, or versioning agent topic prompts — use agentforce/agentforce-prompt-versioning. NOT for authoring a template in Prompt Builder — use agentforce/prompt-builder-templates.Votes: 0GitHub stars: 15
- Rag Patterns In SalesforceGrounding Agentforce agents with retrieved knowledge using Data Cloud vector search: RAG pipeline design, vector search index configuration, chunking and embedding strategy, and how retrieved context flows through the Einstein Trust Layer into prompts. NOT for the Query API, Data Cloud access tokens, or Easy vs Advanced index mechanics — use agentforce/data-cloud-vector-search-dev. NOT for structured DMO retrievers, sharing enforcement at retrieval time and citations — use agentforce/data-clo...Votes: 0GitHub stars: 15
- Sales Coach Agent RolloutUse when an admin or RevOps team is rolling out the out-of-the-box Sales Coach agent (the Agentforce template that role-plays opportunity-stage conversations with reps for Discovery, Needs Analysis, Qualification, Proposal/Pricing, and Negotiation/Review). Covers prerequisites (Agentforce SKU, Einstein Generative AI activation, Opportunity stage hygiene, knowledge grounding), stage-by-stage prompt configuration, customizing role-play scenarios with org-specific objections and value props, pri...Votes: 0GitHub stars: 15
- Salesforce Mcp Server SetupUse this skill to install and configure the salesforce-mcp-lib Apex package and npm stdio proxy so that an MCP client (Claude Desktop, Cursor, ChatGPT) can call Salesforce org data and logic via the Model Context Protocol. Trigger keywords: MCP server, salesforce-mcp-lib, Claude Desktop Salesforce, MCP proxy setup, Apex JSON-RPC, MCP Connected App. NOT for writing the Apex tool classes the server exposes — use agentforce/mcp-tool-definition-apex. NOT for choosing between MCP, REST and Platfor...Votes: 0GitHub stars: 15
- Sf To Llm Data PipelinesUse this skill when extracting Salesforce data for consumption by external LLMs or vector stores outside the Salesforce ecosystem — covering Bulk API v2 extraction patterns, PII scrubbing before transmission, chunking and embedding pipelines that run in external infrastructure, and non-Data-Cloud vector store ingestion (Pinecone, pgvector, Weaviate, OpenSearch). Trigger keywords: export Salesforce data to external LLM, Bulk API extract for embeddings, send Salesforce records to OpenAI, pipe S...Votes: 0GitHub stars: 15
- Ai Model Integration ApexUse when calling AI models from Apex code — including the aiplatform.ModelsAPI External Services wrapper, Einstein Platform Services (Vision and Language), response parsing, token lifecycle management, and caching strategies. Trigger keywords: aiplatform.ModelsAPI, createGenerations, createChatGenerations, createEmbeddings, Einstein Platform Services, Einstein Vision, Einstein Language, ModelsAPI callout, AI callout from Apex. NOT for Einstein Next Best Action strategies. NOT for the Apex cla...Votes: 0GitHub stars: 15
- Ampscript DevelopmentUse this skill when writing, debugging, or reviewing AMPscript in Marketing Cloud email bodies, subject lines, preheaders, SMS, push notifications, or Cloud Pages — including Lookup/LookupRows data retrieval, IF/ELSEIF conditional blocks, FOR loops over rowsets, and inline personalization. NOT for Journey Builder configuration. NOT for Server-Side JavaScript (SSJS), WSProxy, or REST API calls from content — use apex/ssjs-server-side-javascript. NOT for SQL Query Activities in Automation Studi...Votes: 0GitHub stars: 15
- Apex Aggregate QueriesUse this skill when writing SOQL aggregate queries in Apex — GROUP BY, GROUP BY ROLLUP/CUBE, HAVING, COUNT/SUM/AVG/MIN/MAX, AggregateResult, the GROUPING() subtotal function, and date grouping functions. Trigger keywords: soql aggregate groupby apex, count sum group by salesforce, aggregateresult get alias, having clause soql, rollup cube subtotals, grouping function subtotal detection soql. NOT for which field types support SUM/AVG — use apex/soql-aggregate-field-type-support. NOT for relati...Votes: 0GitHub stars: 15
- Apex Batch ChainingUse this skill when you need to run one Batch Apex job immediately after another completes — chaining via finish(), managing Flex Queue capacity, or choosing between batch-to-batch chaining and a Queueable bridge. NOT for single-job batch design or scope sizing — use apex/batch-apex-patterns. NOT for choosing Batch vs Queueable — use apex/async-apex.Votes: 0GitHub stars: 15
- Apex Blob And Content VersionUse when Apex must create, persist, stream, or serve binary files — including uploading from LWC/REST, generating ContentVersion records, chunking large bodies, relating files to records via ContentDocumentLink, and handling the heap/payload limits that trip binary workflows. Triggers: 'ContentVersion VersionData Blob', 'upload file from LWC to Apex', 'large file heap limit Apex', 'ContentDocumentLink sharing'. NOT for the Files data model itself — use data/salesforce-files-architecture. NOT ...Votes: 0GitHub stars: 15
- Apex Callable InterfaceUse when building Apex classes meant to be invoked dynamically — from Flow, external packages, managed-package extensions, or loose-coupling code that cannot directly reference the concrete class. Trigger keywords: Callable, call method, dynamic Apex, action registry, plugin pattern, managed package extension point. NOT for an @InvocableMethod action exposed to Flow — use apex/invocable-methods. NOT for exposing the class as a REST endpoint — use apex/apex-rest-services.Votes: 0GitHub stars: 15
- Apex Callout Retry And ResilienceStrategy layer for resilient Apex HTTP callouts: bounded retry with backoff, queueable async retry chains, circuit-breaker via Platform Cache, idempotency keys, dead-letter pattern. NOT for callout authentication — use apex/apex-named-credentials-patterns. NOT for callout/DML transaction-boundary rules — use apex/callout-and-dml-transaction-boundaries.Votes: 0GitHub stars: 15
- Apex Class Decomposition PatternWhen and how to split an Apex class into Domain / Service / Selector layers using this repo's lightweight base classes (BaseDomain, BaseService, BaseSelector). Covers splitting signals, ordering of extraction, and naming conventions. NOT for a full fflib migration — use apex/fflib-enterprise-patterns. NOT for choosing a trigger handler framework — use apex/trigger-framework.Votes: 0GitHub stars: 15
- Apex Collections PatternsUse when designing, reviewing, or debugging Apex code that relies on List, Set, or Map collections in triggers, batch classes, or service layers — especially for bulkification, heap management, and safe null handling. Trigger keywords: 'Map<Id, SObject>', 'containsKey', 'retainAll', 'putAll', 'Set intersection', 'heap limit', 'collection in loop', 'unbounded accumulation', 'group by parent Id', 'Comparator', 'Comparable', 'equals and hashCode', 'keySet', 'Set<String> duplicates', '15 vs 18 ch...Votes: 0GitHub stars: 15
- Apex Connect Api ChatterUse when posting to a Chatter feed, creating feed comments, @mentioning users or groups, or rendering rich-text posts from Apex via the ConnectApi namespace. Trigger keywords: ConnectApi, FeedItem, Chatter post, @mention, rich text post, FeedElementCapabilities, link post. NOT for Experience Cloud feed embeds. NOT for sending email from Apex — use apex/apex-outbound-email-patterns. NOT for custom bell notifications — use apex/apex-custom-notifications-from-apex. NOT for turning down org-wide ...Votes: 0GitHub stars: 15
- Apex Cpu And Heap OptimizationUse when diagnosing or preventing Apex CPU time and heap size problems, including nested-loop refactors, JSON memory pressure, string work, and `Limits.getCpuTime()` checkpoints. Triggers: 'CPU time limit exceeded', 'heap size too large', 'string concatenation', 'regex in loop', 'Limits.getCpuTime', 'System.LimitException', 'Apex heap size too large', 'SOQL for loop', 'Database.Stateful heap', 'batch job fails on later chunks'. NOT for generic SOQL/DML governor-limit basics — use apex/governo...Votes: 0GitHub stars: 15
- Apex Custom Notifications From ApexUse when sending Custom Notifications (bell icon / mobile push) from Apex via `Messaging.CustomNotification`. Covers target resolution, Notification Type discovery, recipient limits, and async-safe sending. NOT for creating the Notification Type in Setup — use admin/custom-notification-types. NOT for sending it from Flow — use flow/flow-email-and-notifications.Votes: 0GitHub stars: 15
- Apex Custom Permissions CheckCustom Permissions in Apex: FeatureManagement.checkPermission, $Permission global variable, permission-set gating of feature code, Custom Permission metadata. NOT for creating or assigning the permission in Setup — use admin/custom-permissions. NOT for CRUD/FLS enforcement — use apex/apex-stripinaccessible-and-fls-enforcement.Votes: 0GitHub stars: 15
- Apex Custom Settings HierarchyUse when reading or writing Hierarchy Custom Settings from Apex to resolve per-user/per-profile/org configuration. Covers `getInstance()` resolution order, DML cost, cache semantics, and when to prefer Custom Metadata Types instead. NOT for Custom Metadata Types in Apex — use apex/custom-metadata-in-apex. NOT for the CMT vs Custom Settings choice — use admin/custom-metadata-types-and-settings.Votes: 0GitHub stars: 15
- Apex Decimal Arithmetic PrecisionUse when Apex code performs arithmetic on currency, tax, percentage, or quantity values and the result is wrong by a cent, a penny, or a fraction — Decimal scale collapses to 0 after divide, totals don't match the sum-of-line-items, currency-field rounding differs from in-app calculation, or `divide()` throws on a non-existent rounding mode. Triggers: 'apex decimal divide rounded wrong', 'currency calculation off by a penny', 'apex setScale rounding mode', 'integer divided by integer truncate...Votes: 0GitHub stars: 15
- Apex Design PatternsUse when structuring Apex into service, selector, domain, factory, and dependency-injection layers for maintainability and testability. Triggers: 'service layer', 'selector pattern', 'domain layer', 'dependency injection', 'fat trigger/controller', 'unit of work', 'strategy pattern in Apex', 'Type.forName factory', 'static cache singleton', 'savepoint rollback in a service'. NOT for the fflib library — use apex/fflib-enterprise-patterns. NOT for splitting one class — use apex/apex-class-decom...Votes: 0GitHub stars: 15
- Apex Dml PatternsUse when choosing between DML statements and Database class methods, handling partial success, or using Database.DMLOptions for assignment rules and duplicate handling. Trigger keywords: 'Database.insert allOrNone false', 'partial DML success apex', 'SaveResult isSuccess', 'database merge apex', 'DML exception handling'. NOT for savepoint placement and rollback after a failure — use apex/apex-savepoint-and-rollback. NOT for SOQL query patterns — use apex/soql-fundamentals.Votes: 0GitHub stars: 15