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Found 29 Skills
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. Use this skill when the user needs a multi-step Data Cloud pipeline, cross-phase troubleshooting, or data space and data kit management. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase sf data360 workflow. DO NOT TRIGGER when: work is isolated to a single phase (use the matching phase-specific skill), the task is STDM/session tracing/parquet telemetry (use observing-agentforce), standard CRM SOQL (use querying-soql), or Apex implementation (use generating-apex).
Salesforce data operations with 130-point scoring. Use this skill to create, update, delete, bulk import/export, generate test data, and clean up org records using sf CLI and anonymous Apex. TRIGGER when: user creates test data, performs bulk import/export, uses sf data CLI commands, needs data factory patterns for Apex tests, or needs to seed/clean records in a Salesforce org. DO NOT TRIGGER when: SOQL query writing only (use querying-soql), Apex test execution (use running-apex-tests), or metadata deployment (use deploying-metadata).
Salesforce Data Cloud Retrieve phase. TRIGGER when: user runs Data Cloud SQL, describe, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. DO NOT TRIGGER when: the task is standard CRM SOQL (use sf-soql), segment creation or calculated insight design (use sf-datacloud-segment), or STDM/session tracing/parquet analysis (use sf-ai-agentforce-observability).
Salesforce data operations with 130-point scoring. Use this skill to create, update, delete, bulk import/export, generate test data, and clean up org records using sf CLI and anonymous Apex. TRIGGER when: user creates test data, performs bulk import/export, uses sf data CLI commands, needs data factory patterns for Apex tests, or needs to seed/clean records in a Salesforce org. DO NOT TRIGGER when: SOQL query writing only (use platform-soql-query), Apex test execution (use platform-apex-test-run), or metadata deployment (use platform-metadata-deploy).
Apex code quality guardrails for Salesforce development. Enforces bulk-safety rules (no SOQL/DML in loops), sharing model requirements, CRUD/FLS security, SOQL injection prevention, PNB test coverage (Positive / Negative / Bulk), and modern Apex idioms. Use this skill when reviewing or generating Apex classes, trigger handlers, batch jobs, or test classes to catch governor limit risks, security gaps, and quality issues before deployment.
Salesforce Data Cloud Retrieve phase. Use this skill when the user runs Data Cloud SQL, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. TRIGGER when: user runs Data Cloud SQL, describe, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. DO NOT TRIGGER when: the task is standard CRM SOQL (use platform-soql-query), segment creation or calculated insight design (use data360-segment), or STDM/session tracing/parquet analysis (use agentforce-observe).
ISV App Analytics metadata types — AppAnalyticsQueryRequest and AppAnalyticsSettings. Use this skill when the user asks about retrieving managed package usage data, configuring App Analytics simulation mode, querying subscriber snapshots, or understanding the AppAnalyticsQueryRequest lifecycle (New → Pending → Complete → Expired). TRIGGER when: user mentions App Analytics, AppAnalyticsQueryRequest, AppAnalyticsSettings, package usage data, subscriber analytics, ISV analytics, or simulation mode for app analytics. DO NOT TRIGGER when: the task is about standard Salesforce reports/dashboards (use reporting skills), custom SOQL on Account/Contact (use platform-soql-query), or Data Cloud query/search (use data360-query).
Refactor Salesforce triggers into handler patterns with automated test generation and deployment. Use when modernizing legacy triggers with DML/SOQL in loops or inconsistent patterns.
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. Use this skill when the user needs a multi-step Data Cloud pipeline, cross-phase troubleshooting, or data space and data kit management. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase sf data360 workflow. DO NOT TRIGGER when: work is isolated to a single phase (use the matching phase-specific skill), the task is STDM/session tracing/parquet telemetry (use agentforce-observe), standard CRM SOQL (use platform-soql-query), or Apex implementation (use platform-apex-generate).
Salesforce Metadata API reference for creating, understanding, or modifying metadata XML files (.object-meta.xml, .flow-meta.xml, etc.) and any of 604 metadata types (CustomObject, Flow, ApexClass, ApexTrigger, Profile, PermissionSet, Layout, ValidationRule, RecordType, EmailTemplate, ...). Use for questions about a type's fields or XML format, or Salesforce DX project structure (force-app/main/default). TRIGGER when: authoring or editing any *-meta.xml file, asking what fields/format a metadata type has, or whenever 'Salesforce metadata' or 'sfdx project' is mentioned. DO NOT TRIGGER when: SOQL/DML/runtime sObject access (use the Enterprise API skill), Tooling API developer records (ApexExecutionOverlayAction, TraceFlag), or non-XML logic (Apex code, LWC JS, Visualforce controllers).
Salesforce Data Cloud Retrieve phase. Use this skill when the user runs Data Cloud SQL, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. TRIGGER when: user runs Data Cloud SQL, describe, async queries, vector search, search-index workflows, or metadata introspection for Data Cloud objects. DO NOT TRIGGER when: the task is standard CRM SOQL (use querying-soql), segment creation or calculated insight design (use segmenting-datacloud), or STDM/session tracing/parquet analysis (use observing-agentforce).
Use this skill when users need to create, generate, or validate Salesforce Lightning Report metadata. Trigger when users mention reports, creating reports, report metadata, .report-meta.xml files, tabular reports, summary reports, matrix reports, joined reports, report columns, report groupings, report filters, report charts, cross-filters, bucket fields, report formulas, or report time frame filters. Also use when users say things like 'create a report', 'generate a report', 'build a report on Accounts', 'add a chart to my report', or when they encounter deployment errors for .report-meta.xml files. Do NOT trigger for: creating or modifying Custom Report Type metadata (.reportType-meta.xml — use platform-custom-report-type-generate), creating dashboards, creating list views, running or viewing existing reports in the UI, or SOQL queries.