BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when creating a new custom field on any Salesforce object: choosing field type, setting API name, configuring Field-Level Security, adding to page layouts, and deploying. Triggers: 'add a field', 'new custom field', 'what field type should I use', 'FLS not working', 'field not showing on page layout'. NOT for…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when choosing between Custom Metadata Types and Custom Settings, understanding hierarchical vs list settings, deployment behavior, governor limit implications, or accessing either from Apex and Flow. Trigger keywords: 'custom metadata vs custom settings', 'hierarchical settings per user profile', 'deployable…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when designing deployable Salesforce configuration with Custom Metadata Types, especially when choosing between CMTs, Custom Settings, and Custom Objects, protecting packaged defaults, or exposing config to Apex, Flow, and formulas. Triggers: 'custom metadata vs custom settings', 'deployable config', 'protected…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when creating, assigning, or checking custom permissions to control feature access beyond CRUD and FLS. Trigger keywords: 'custom permission', 'FeatureManagement.checkPermission', '$Permission global variable', 'feature gate', 'named access grant', 'beta feature flag'. NOT for permission sets (use…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Guides creation, design, and maintenance of Calculated Insights in Data Cloud: SQL authoring, dimension/measure definition, scheduling, streaming insights, and insight configuration tradeoffs. Trigger keywords: calculated insight, CI SQL, insight measure, insight dimension, streaming insight, insight schedule, Data…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when configuring or troubleshooting Data Cloud identity resolution rulesets — matching rules, reconciliation rules, unified profiles, and cross-device identity linking. Trigger keywords: identity resolution ruleset, unified individual, match rule, reconciliation rule, unified profile, cross-device…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when enabling Data Cloud (Data 360) in an org, creating data spaces, assigning permission sets, registering ingestion API sources, or configuring activation targets. Triggers: 'enable data cloud', 'data spaces setup', 'data cloud permission sets', 'ingestion API connected app', 'activation target setup', 'data…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when creating, filtering, refreshing, or activating audience segments in Salesforce Data Cloud. Covers segment types (Standard, Real-Time, Waterfall, Dynamic, Data Kit), segment refresh schedules, activation field mapping, and audience publishing. NOT for Marketing Cloud Contact Builder segments, NPC…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when planning, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates. Triggers: 'Data Loader', 'Data Import Wizard', 'Bulk API', 'upsert', 'cutover', 'load failed', 'reconcile data'. NOT for ongoing integration architecture - use integration/ skills for that.
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when a BA or admin needs to document the Salesforce data model: creating field inventories, object relationship maps, ER diagrams, or analyzing field usage across objects. Triggers: 'data dictionary', 'document our data model', 'object relationship map', 'field inventory', 'ER diagram for Salesforce'. NOT for…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Diagnose and mitigate Salesforce data skew — ownership skew (single user owns >10,000 records) and parent-child skew (>10,000 children under one parent) — that cause sharing recalculation slowness, group membership lock errors, and record-level locking failures. NOT for sharing model design decisions (use…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when designing data stories and narrative-driven analytics experiences in Salesforce: structuring CRM Analytics dashboards for executive communication, using text widgets and conditional highlights for contextual annotation, building sequential narrative in Tableau Story sheets, or using Einstein…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when configuring delegated administration to allow non-system-admin users to manage specific user groups, reset passwords, assign permission sets, or administer custom objects. NOT for user management (use user-management) or full system admin setup.
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when a practitioner needs to classify the risk level of an upcoming Salesforce deployment, define rollback trigger conditions, or assign decision authority before the release window opens. Triggers: 'how risky is this release', 'what needs rollback planning', 'classify deployment risk', 'pre-deployment risk…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when authoring, reviewing, or maintaining Salesforce DevOps operational documents — runbooks, environment matrices, deployment guides, and post-deploy validation checklists. Triggers: 'runbook', 'environment matrix', 'deployment guide', 'pre-deploy checklist', 'post-deploy validation', 'how do I document a…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when gathering or evaluating requirements for a Salesforce Commerce Cloud digital storefront — including branding strategy, content management approach, personalization, mobile experience, and accessibility compliance. Trigger keywords: SFRA branding, PWA Kit storefront, composable storefront, storefront…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management for cultivation and solicitation, upgrade path design, lapsed donor re-engagement strategy, and segmentation for portfolio management. NOT for marketing automation execution, email campaign…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when designing, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance. Triggers: 'duplicate rule', 'matching rule', 'merge strategy', 'dedupe', 'survivorship', 'D&B', 'same contact twice'. NOT for choosing data-load tooling unless duplicate control is…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill to configure Dynamic Forms (field and section visibility on Lightning record pages) and Dynamic Actions (button/action visibility rules) using Lightning App Builder. Covers enabling Dynamic Forms, converting page layout fields to Dynamic Form components, writing field visibility rules (field value…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Configure Einstein Activity Capture (EAC) for an org: enable the feature, create Configuration profiles, set auth type (User-Level or Org-Level OAuth), define email and calendar sync scope, configure excluded domains and privacy settings, assign users, and verify sync health. NOT for manual activity logging, Einstein…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau should be used for analytics, or when reviewing and troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when deploying a trained Einstein Discovery model to production records declaratively — activating a prediction definition, mapping output fields to page layouts, adding the Einstein Discovery Action to a Flow, running bulk predict jobs, and monitoring model health via Model Manager UI. Trigger…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when an admin needs to create an Einstein Discovery story in CRM Analytics Studio, configure prediction definitions, deploy writeback fields, set up what-if analysis, or manage model refresh and activation. Trigger keywords: Einstein Discovery story, prediction definition, writeback field, CRM Analytics…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when configuring or troubleshooting email deliverability for Marketing Cloud or Salesforce orgs: sender authentication (SPF, DKIM, DMARC), private sending domain setup, dedicated IP warm-up, list hygiene practices, and sender reputation monitoring. NOT for email template design, HTML/CSS email coding…
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: