BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective. NOT for CDC Apex trigger implementation (use change-data-capture-integration).
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when planning, reviewing, or troubleshooting Salesforce metadata releases and admin deployment processes. Triggers: 'change set', 'deployment plan', 'rollback', 'DevOps Center', 'SFDX deploy', 'release checklist', 'production deployment'. NOT for writing CI pipeline code unless the key problem is release method…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when planning user adoption, structuring Salesforce training materials, drafting release communications, or running a change impact assessment for a Salesforce rollout or update. Triggers: user adoption plan, training materials, release announcement, change impact, go-live communication. NOT for org…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when defining clinical data model requirements for Health Cloud: HL7/FHIR data mapping, interoperability requirements, FHIR R4-aligned object activation, CodeableConcept constraints, and middleware translation requirements. NOT for data migration procedures, Apex integration code, or generic data…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when setting up, configuring, or troubleshooting Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, and pipeline inspection integration. Trigger keywords: forecast type, forecast category, cumulative rollup…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when designing a product catalog taxonomy, planning attribute strategy, or determining search and navigation structure for a B2B or B2C/D2C Commerce store. Triggers on: taxonomy design questions, attribute planning, search index strategy, category navigation structure, or merchandising hierarchy…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when configuring Salesforce B2B or D2C Commerce checkout: payment methods, shipping/tax integration, guest checkout, order summary setup, and CartCheckoutSession state orchestration. Trigger keywords: checkout flow, payment adapter, shipping tax integration, guest checkout, order summary…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when designing the checkout experience for a Salesforce B2B or D2C Commerce storefront — covering runtime model selection (LWR Managed Checkout vs Aura Flow Builder), cart and line-item requirements, payment option scoping, shipping rule definition, and guest vs. registered buyer experience design.…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill for Salesforce Order Management (OMS) tasks: order lifecycle, OrderSummary creation and status, FulfillmentOrder creation and routing, returns, exchanges, cancellations, and platform event subscriptions. Trigger keywords: order management, OrderSummary, FulfillmentOrder, ReturnOrder, ensure-funds…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when configuring pricebooks, tiered pricing, promotions, coupon codes, or cart discounts for B2B or D2C Commerce stores. Trigger keywords: WebStorePricebook, BuyerGroupPricebook, PriceAdjustmentSchedule, PromotionsCartCalculator, commerce coupon, cart-level discount, tiered price, Commerce promotion.…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when configuring or troubleshooting the B2B/B2C Commerce product catalog — ProductCatalog, ProductCategory, ProductCategoryProduct, WebStoreCatalog, CommerceEntitlementPolicy, product attributes, and product variants. Trigger keywords: product catalog, product category, commerce catalog, entitlement policy…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill to design and configure the engagement model for an Experience Cloud community: reputation levels, ideation, and content contribution strategy. Triggers: 'community engagement strategy', 'gamification Experience Cloud', 'reputation levels setup', 'ideation community portal', 'member recognition…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection workflows, AML screening integration setup, audit trail configuration, and regulatory reporting readiness. Triggers: KYC form setup, AML integration…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding the Financial Deal Participants related list, and defining Participant Roles. Trigger keywords: ethical walls, compliant data sharing setup…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when designing, reviewing, or troubleshooting Salesforce connected apps, Named Credentials, External Credentials, and OAuth-based integration access. Triggers: 'connected app', 'OAuth flow', 'client credentials', 'JWT bearer', 'Named Credential', 'External Credential', 'integration user', 'IP restrictions'. NOT…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Email consent management in Marketing Cloud: configuring Subscription Centers, building Preference Centers on CloudPages, enforcing CAN-SPAM and GDPR requirements, and handling opt-out propagation. Trigger keywords: unsubscribe handling, CAN-SPAM compliance, GDPR consent tracking, publication lists, subscription…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQSubscriptionc. NOT for standard Salesforce contracts without CPQ, nor for Revenue Cloud advanced…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when configuring or troubleshooting Salesforce CPQ Advanced Approvals: setting up SBAAApprovalRulec, SBAAApprovalVariablec for cross-line aggregation, SBAAApprovalChainc for ordered approver sequences, escalation timeouts, Smart Approvals for re-quote skip logic, and permission set assignment for the…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when configuring or troubleshooting the Salesforce CPQ Guided Selling wizard: building Quote Process records, defining ProcessInput questions that filter products by field value, mapping user responses to Product2 classification fields, and choosing the right search type (Standard, Enhanced, or Custom).…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when configuring or troubleshooting Salesforce CPQ pricing: Price Rules, Price Conditions, Price Actions, Lookup Queries, Discount Schedules, Block Pricing, Percent of Total, and Contracted Prices. Trigger keywords: CPQ price rule, price action, discount schedule, block pricing, percent of total…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when setting up or modifying product bundles, product options, product rules, configuration attributes, and product features in Salesforce CPQ. Trigger keywords: CPQ product bundle, product rule, option constraint, feature configuration, dynamic bundle, filter rule, configuration attribute, bundle…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when designing or troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating branded PDFs, or handling multi-language output. Triggers: 'CPQ quote template', 'SBQQ template', 'CPQ PDF', 'line columns', 'quote template…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing. NOT for standard Salesforce reports and dashboards or Tableau.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: