Salesforce Platform

Use this skill when users need to create, generate, or validate Salesforce Custom Field metadata. Trigger when users mention custom fields, field types, Roll-up Summary fields, Master-Detail relationships, Lookup relationships, formula fields, picklists, or field metadata. Also use when users encounter field deployment errors, especially around Roll-up Summary format, Master-Detail constraints, or formula issues. Always use this skill for any custom field metadata work, field generation, or field troubleshooting.

Generates correct, deployable Salesforce permission set metadata (PermissionSet XML) with object, field, user, and app permissions. Use this skill when creating or editing permission set metadata, object permissions, field-level security (FLS), tab visibility, or deploying permission sets.

Build, modify, debug, and deploy agents with Agentforce Agent Script. TRIGGER when: user creates, modifies, or asks about .agent files or aiAuthoringBundle metadata; changes agent behavior, responses, or conversation logic; designs agent actions, tools, subagents, or flow control; writes or reviews an Agent Spec; previews, debugs, deploys, publishes, or tests agents; uses Agent Script CLI commands (sf agent generate/preview/publish/test). DO NOT TRIGGER when: Apex development, Flow building, Prompt Template authoring, Experience Cloud configuration, or general Salesforce CLI tasks unrelated to Agent Script.

Use this skill when users need to create Custom Lightning Types (CLTs) for Einstein Agent actions or structured input/output schemas. Trigger when users mention CLT, Custom Lightning Types, JSON schemas for agents, type definitions, lightning__objectType, or editor/renderer configurations. This is complex - always use this skill for CLT work.

Use this skill when users need to create or configure tab-based Salesforce Custom Applications with navigation, branding, and action overrides. Trigger when users mention custom apps, application metadata, app navigation, or organizing tabs into applications. Use when users want to create app containers for tabs and pages. Do NOT use when the goal is hosting a React UI bundle in the App Launcher — use generating-ui-bundle-custom-app for that case.

Use this skill when users need to create, modify, or validate Salesforce Validation Rules. Trigger when users mention validation rules, field validation, data quality rules, formula validation, error messages, or validation logic. Also use when users encounter validation errors, need to update formulas, or want to enforce business rules at the data layer. Always use this skill for any validation rule work.

Analyze production Agentforce agent behavior using session traces and Data Cloud. TRIGGER when: user queries STDM session data or Data Cloud trace records; investigates production agent failures, regressions, or performance issues; asks about session traces, conversation logs, or agent metrics; wants to reproduce a reported production issue in preview; runs findSessions or trace analysis queries. DO NOT TRIGGER when: user creates, modifies, or debugs .agent files during development (use developing-agentforce); writes or runs test specs (use testing-agentforce); uses sf agent preview for local development iteration; deploys or publishes agents.

Write, run, and analyze structured test suites for Agentforce agents. TRIGGER when: user writes or modifies test spec YAML (AiEvaluationDefinition); runs sf agent test create, run, run-eval, or results commands; asks about test coverage strategy, metric selection, or custom evaluations; interprets test results or diagnoses test failures; asks about batch testing, regression suites, or CI/CD test integration. DO NOT TRIGGER when: user creates, modifies, previews, or debugs .agent files (use developing-agentforce); deploys or publishes agents; writes Agent Script code; uses sf agent preview for development iteration; analyzes production session traces (use observing-agentforce).

MUST activate before editing ANY file under uiBundles/*/src/ for visual or UI changes to an EXISTING app — pages, components, sections, layout, styling, colors, fonts, navigation, animations, or any look-and-feel change. Use this skill when modifying pages, components, layout, styling, or navigation in an existing UI bundle app. Activate when the project contains appLayout.tsx, routes.tsx, src/pages/, src/components/, or global.css. This skill contains critical project-specific conventions (appLayout.tsx shell, shadcn/ui components, Tailwind CSS, Salesforce base-path routing, module restrictions) that override general knowledge. Without this skill, generated code will use wrong imports, break routing, or ignore project structure. Do NOT use when creating a new app from scratch (use building-ui-bundle-app instead).

MUST activate when the project contains a uiBundles/*/src/ directory and the user wants to add authentication or search to their app. Use this skill when adding authentication or search to a UI bundle app. Only covers two features: authentication (login, logout, protected routes, session management) and search (global search across pages and content). Always use this skill for these two features instead of building from scratch.

MUST activate when the project contains a uiBundles/*/src/ directory or sfdx-project.json and the task involves deploying, pushing to an org, or post-deploy setup. Use this skill when deploying a UI bundle app to a Salesforce org. Covers the full deployment sequence: org authentication, pre-deploy build, metadata deployment, permission set assignment, data import, GraphQL schema fetch, and codegen. Activate when files like *.uibundle-meta.xml or sfdx-project.json exist and the user mentions deploying, pushing, org setup, or post-deploy tasks.

MUST activate when the project contains a uiBundles/*/src/ directory and the task involves creating or configuring site infrastructure. Use this skill when creating or configuring a Salesforce Digital Experience Site for hosting a UI bundle. Activate when files matching digitalExperiences/, networks/, customSite/, or DigitalExperienceBundle exist and need modification, or when the user wants to publish, host, or configure guest access for their app.

Use this skill when the user asks to add, embed, integrate, configure, style, or remove an agent, chatbot, chat widget, conversation client, or AI assistant in a UI Bundle project. Covers styling (colors, fonts, spacing, borders), layout (inline vs floating, width, height, dimensions), and props (agentId, agentLabel, headerEnabled, showHeaderIcon, showAvatar, styleTokens). TRIGGER when: project contains a uiBundles/*/src/ directory and the task involves adding or modifying a chat widget, chatbot, or conversational AI; files under uiBundles/*/src/ import AgentforceConversationClient; user asks to add any chat or agent functionality to a page. DO NOT TRIGGER when: user wants to create a custom agent, chatbot, or chat widget component from scratch; the project has no uiBundles directory.

Interactive workflow to create Commerce B2B Stores and retrieve storefront metadata. Use when users want to: create B2B Commerce stores, build Commerce storefronts, set up B2B stores from Vibes, retrieve Commerce metadata, deploy Commerce experiences, work with DigitalExperienceBundle for Commerce.

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).

Cross-cutting OmniStudio analysis skill for namespace detection, dependency visualization, and impact analysis across OmniScripts, FlexCards, Integration Procedures, and Data Mappers. Use this skill to detect which OmniStudio namespace an org uses, build directed dependency graphs, perform impact analysis, and generate Mermaid diagrams of component relationships. TRIGGER when: user asks about OmniStudio dependencies, wants namespace detection (Core vs vlocity_cmt vs vlocity_ins), needs impact analysis, requests dependency diagrams, or asks which components are affected by a change. DO NOT TRIGGER when: authoring OmniScripts (use building-omnistudio-omniscript), building FlexCards (use building-omnistudio-flexcard), creating Integration Procedures (use building-omnistudio-integration-procedure), or configuring Data Mappers (use building-omnistudio-datamapper).

Salesforce Data Cloud Act phase. Use this skill when the user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. TRIGGER when: user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. DO NOT TRIGGER when: the task is segment creation (use segmenting-datacloud), data retrieval/search work (use retrieving-datacloud), or STDM/session tracing (use observing-agentforce).

OmniStudio Data Mapper (formerly DataRaptor) creation and validation with 100-point scoring. Use when building Extract, Transform, Load, or Turbo Extract Data Mappers, mapping Salesforce object fields, or reviewing existing Data Mapper configurations. TRIGGER when: user creates Data Mappers, configures field mappings, works with OmniDataTransform metadata, or asks about DataRaptor/Data Mapper patterns. DO NOT TRIGGER when: building Integration Procedures (use building-omnistudio-integration-procedure), authoring OmniScripts (use building-omnistudio-omniscript), or analyzing cross-component dependencies (use analyzing-omnistudio-dependencies).

Run Salesforce Code Analyzer to scan code for security, performance, best practice, and code style violations. Supports all engines (PMD, ESLint, CPD, RetireJS, Flow, SFGE, ApexGuru), targets (files, folders, git diff), categories, and severities. TRIGGER when: user says 'scan my code', 'check for security issues', 'run PMD/ESLint', 'find duplicates', 'analyze Flows', 'check vulnerable libraries', 'AppExchange review', 'lint my LWC', 'static analysis', 'code quality', or mentions engines/file types (.cls, .trigger, .js, .flow-meta.xml). DO NOT TRIGGER when: user wants to fix code without scanning, or asks about installation/configuration.

Salesforce Connected Apps and External Client Apps OAuth configuration with 120-point scoring. Use this skill to configure OAuth flows, JWT bearer auth, Connected Apps, and External Client Apps in Salesforce. TRIGGER when: user configures OAuth flows, JWT bearer auth, Connected Apps, ECAs, or touches .connectedApp-meta.xml / .eca-meta.xml files. DO NOT TRIGGER when: configuring Named Credentials for callouts (use building-sf-integrations), reviewing permission policies (use deploying-metadata), or writing Apex token-handling code (use generating-apex).

OmniStudio Integration Procedure creation and validation with 110-point scoring. Use this skill when building server-side process orchestrations that combine Data Mapper actions, Apex Remote Actions, HTTP callouts, and conditional logic. TRIGGER when: user creates Integration Procedures, adds Data Mapper steps, configures Remote Actions, or reviews existing IP configurations. DO NOT TRIGGER when: building OmniScripts (use building-omnistudio-omniscript), creating Data Mappers directly (use building-omnistudio-datamapper), or analyzing cross-component dependencies (use analyzing-omnistudio-dependencies).

Salesforce Data Cloud Prepare phase. Use this skill when the user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations. TRIGGER when: user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations, or asks about ingestion into Data Cloud. DO NOT TRIGGER when: the task is connection setup only (use connecting-datacloud), DMOs and identity resolution (use harmonizing-datacloud), or query/search work (use retrieving-datacloud).

Salesforce Industries Common Core (OmniStudio/Vlocity) Apex callable generation and review skill with 120-point scoring. Use when creating, reviewing, or migrating Industries callable Apex implementations. TRIGGER when: user creates or reviews System.Callable classes, migrates VlocityOpenInterface or VlocityOpenInterface2, or builds Industries callable extensions used by OmniStudio, Integration Procedures, or DataRaptors. DO NOT TRIGGER when: generic Apex classes or triggers (use generating-apex), building Integration Procedures (use building-omnistudio-integration-procedure), authoring OmniScripts (use building-omnistudio-omniscript), configuring Data Mappers (use building-omnistudio-datamapper), or analyzing namespace/dependency issues (use analyzing-omnistudio-dependencies).

Salesforce integration architecture and runtime plumbing with 120-point scoring. Use this skill to set up Named Credentials, External Credentials, External Services, REST/SOAP callout patterns, Platform Events, and Change Data Capture. TRIGGER when: user sets up Named Credentials, External Services, REST/SOAP callouts, Platform Events, CDC, or touches .namedCredential-meta.xml files. DO NOT TRIGGER when: Connected App/OAuth config (use configuring-connected-apps), Apex-only logic (use generating-apex), or data import/export (use handling-sf-data).

Salesforce Data Cloud Harmonize phase. Use this skill when the user works with DMOs, mappings, relationships, identity resolution, unified profiles, data graphs, or universal IDs. TRIGGER when: user works with DMOs, mappings, relationships, identity resolution, unified profiles, data graphs, or universal IDs. DO NOT TRIGGER when: the task is only about streams/DLOs (use preparing-datacloud), segments/insights (use segmenting-datacloud), retrieval/search (use retrieving-datacloud), or STDM/session tracing (use observing-agentforce).

OmniStudio FlexCard creation and validation with 130-point scoring. Use when building at-a-glance UI cards, configuring data source bindings to Integration Procedures, or reviewing existing FlexCard definitions for accessibility and performance. TRIGGER when: user creates FlexCards, configures data sources, designs card layouts, or asks about OmniUiCard metadata. DO NOT TRIGGER when: building OmniScripts (use building-omnistudio-omniscript), creating Integration Procedures (use building-omnistudio-integration-procedure), or analyzing dependencies (use analyzing-omnistudio-dependencies).

OmniStudio OmniScript creation and validation with 120-point scoring. Use when building guided digital experiences, multi-step forms, or interactive processes that orchestrate Integration Procedures and Data Mappers. TRIGGER when: user creates OmniScripts, designs step flows, configures element types, or reviews existing OmniScript configurations. DO NOT TRIGGER when: building FlexCards (use building-omnistudio-flexcard), creating Integration Procedures directly (use building-omnistudio-integration-procedure), or analyzing dependencies (use analyzing-omnistudio-dependencies).

Generates correct, deployable Salesforce permission set metadata (PermissionSet XML) with object, field, user, and app permissions. Use this skill when creating or editing permission set metadata, object permissions, field-level security (FLS), tab visibility, or deploying permission sets.

MUST activate when the project contains a uiBundles/*/src/ directory and the task involves ANY Salesforce record operation — reading, creating, updating, or deleting. Use this skill when building forms that submit to Salesforce, pages that display Salesforce records, or any code that touches Salesforce objects or custom objects. Activate when files under uiBundles/*/src/ import from @salesforce/sdk-data, or when *.graphql files or codegen.yml exist. This skill owns all Salesforce data access patterns in UI bundles. Does not apply to authentication/OAuth setup, schema changes, Bulk/Tooling/Metadata API, or declarative automation.

Retrieve Data Lake Object (DLO) and Data Model Object (DMO) schema information from Salesforce Data Cloud using REST APIs. Use this skill when you need to inspect DLO or DMO field definitions, data types, or metadata. Takes org alias and optional DLO/DMO name as parameters.

Develop and deploy Data Cloud Code Extensions using SF CLI plugin. Use this skill when creating custom Python transformations for Data Cloud, deploying code extensions, or testing data transformations. Supports init, run, scan, and deploy operations.

Salesforce Data Cloud Connect phase. Use this skill when the user manages Data Cloud connections, connectors, or sets up a new source system. TRIGGER when: user manages Data Cloud connections, connectors, connector metadata, tests a connection, browses source objects or databases, or sets up a new source system. DO NOT TRIGGER when: the task is about data streams or DLOs (use preparing-datacloud), DMOs or identity resolution (use harmonizing-datacloud), retrieval/search (use retrieving-datacloud), or STDM telemetry (use observing-agentforce).

Salesforce Data Cloud Act phase. Use this skill when the user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. TRIGGER when: user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. DO NOT TRIGGER when: the task is segment creation (use segmenting-datacloud), data retrieval/search work (use retrieving-datacloud), or STDM/session tracing (use observing-agentforce).

Salesforce Industries DataPack deployment automation using Vlocity Build. TRIGGER when: user deploys or validates OmniStudio/Vlocity DataPacks with vlocity commands (packDeploy/packRetry/packExport/packGetDiffs), sets up DataPack CI/CD pipelines, or troubleshoots DataPack migration errors. DO NOT TRIGGER when: deploying Salesforce metadata with sf project deploy (use deploying-metadata), authoring OmniStudio artifacts (use building-omnistudio-*), or writing Apex/LWC business logic (use generating-apex/generating-lwc-components).

Interactive workflow to create Commerce B2B Stores and retrieve storefront metadata. Use when users want to: create B2B Commerce stores, build Commerce storefronts, set up B2B stores from Vibes, retrieve Commerce metadata, deploy Commerce experiences, work with DigitalExperienceBundle for Commerce.

OmniStudio OmniScript creation and validation with 120-point scoring. Use when building guided digital experiences, multi-step forms, or interactive processes that orchestrate Integration Procedures and Data Mappers. TRIGGER when: user creates OmniScripts, designs step flows, configures element types, or reviews existing OmniScript configurations. DO NOT TRIGGER when: building FlexCards (use building-omnistudio-flexcard), creating Integration Procedures directly (use building-omnistudio-integration-procedure), or analyzing dependencies (use analyzing-omnistudio-dependencies).

Salesforce Industries Common Core (OmniStudio/Vlocity) Apex callable generation and review skill with 120-point scoring. Use when creating, reviewing, or migrating Industries callable Apex implementations. TRIGGER when: user creates or reviews System.Callable classes, migrates VlocityOpenInterface or VlocityOpenInterface2, or builds Industries callable extensions used by OmniStudio, Integration Procedures, or DataRaptors. DO NOT TRIGGER when: generic Apex classes or triggers (use generating-apex), building Integration Procedures (use building-omnistudio-integration-procedure), authoring OmniScripts (use building-omnistudio-omniscript), configuring Data Mappers (use building-omnistudio-datamapper), or analyzing namespace/dependency issues (use analyzing-omnistudio-dependencies).

OmniStudio FlexCard creation and validation with 130-point scoring. Use when building at-a-glance UI cards, configuring data source bindings to Integration Procedures, or reviewing existing FlexCard definitions for accessibility and performance. TRIGGER when: user creates FlexCards, configures data sources, designs card layouts, or asks about OmniUiCard metadata. DO NOT TRIGGER when: building OmniScripts (use building-omnistudio-omniscript), creating Integration Procedures (use building-omnistudio-integration-procedure), or analyzing dependencies (use analyzing-omnistudio-dependencies).

MUST activate when the project contains a uiBundles/*/src/ directory and the task involves creating or configuring a Custom Application for hosting a UI bundle in Lightning Experience. Use this skill when creating a CustomApplication metadata record to surface the UI bundle in the App Launcher. Activate when files matching applications/*.app-meta.xml exist and need modification, or when the user wants to expose their app via the Lightning App Launcher without a Digital Experience Site. Do NOT use generating-custom-application for this — UI bundle apps do not use tabs, action overrides, or flexipages.