BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when building, configuring, or troubleshooting email sends in Marketing Cloud Email Studio and Content Builder. Triggers: 'dynamic content', 'send classification', 'A/B test email', 'Content Builder template', 'triggered send', 'suppression list', 'Commercial vs Transactional'. NOT for MCAE (Pardot) email…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when designing, reviewing, or troubleshooting Salesforce email templates, email alerts, and declarative notification design. Triggers: 'Lightning Email Template', 'email alert', 'merge field', 'org-wide email', 'too many emails', 'mass email limit'. NOT for marketing automation or custom Apex email services.
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Configuring Salesforce Email-to-Case: Standard vs On-Demand mode selection, routing address setup, email threading via Lightning tokens, auto-response rules, attachment limits, and per-address case field defaults. Use when setting up a new Email-to-Case channel, troubleshooting duplicate cases from customer replies…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when configuring or troubleshooting Salesforce Enterprise Territory Management (ETM): territory models, territory types, territory hierarchies, account assignment rules, opportunity territory assignment, and forecast by territory. Trigger keywords: territory model, territory hierarchy, ETM, assign…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill to design, configure, and troubleshoot Salesforce Entitlement Management: entitlement processes, milestone definitions, recurrence types, milestone actions (success/warning/violation), business hours assignment, and entitlement templates. NOT for case escalation rules, assignment rules, or omni-channel…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Configure and troubleshoot Salesforce Case Escalation Rules: setting up time-based escalation entries, business hours configuration, escalation actions (email alerts and reassignment), and diagnosing why cases are not escalating. NOT for case assignment on creation (use assignment-rules), approval routing (use…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when setting up CMS workspaces, creating or publishing content types for Experience Cloud sites, managing content scheduling, or configuring audience targeting on content variants. Triggers: 'set up CMS workspace', 'publish content to Experience Cloud site', 'content scheduling community', 'audience targeting…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when designing or configuring public pages on an Experience Cloud site — guest user profile setup, page-level access settings in Experience Builder, object/field visibility for unauthenticated visitors, and explicit sharing rules that expose data on public pages. Triggers: 'configure public pages Experience…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when adding external users to an Experience Cloud site, configuring self-registration, managing external user licenses, or customising the login and registration pages. Trigger keywords: add members to community, external user license, self-registration, customer portal login, partner user onboarding…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when setting up or tuning Experience Cloud community content moderation: keyword/criteria-based rules, member reputation system, and moderation queue management. Triggers: 'set up community content moderation', 'configure reputation levels', 'flagging rules Experience Cloud', 'moderation queue setup', 'keyword…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Configure SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure. Triggers: 'configure SEO for community site', 'Experience Cloud page titles meta descriptions', 'sitemap generation community portal', 'robots.txt Experience Cloud', 'noindex…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when creating a new Experience Cloud site: selecting LWR vs Aura template, configuring branding and navigation, setting up a custom domain, and using Experience Builder. Trigger keywords: create new Experience Cloud site, LWR vs Aura template, set up community portal domain, Experience Builder page builder…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill to gather, document, and validate FlexCard layout requirements before development begins — covering data visualization needs, action requirements, embedded component specifications, and user context mapping. Trigger keywords: FlexCard requirements, FlexCard BA, FlexCard layout design, FlexCard data…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when designing, reviewing, or debugging Salesforce Flows from an Admin perspective. Triggers: 'flow', 'automation', 'record-triggered flow', 'screen flow', 'scheduled flow', 'flow error', 'flow interview'. NOT for OmniStudio OmniScripts — use omnistudio/ skills for that.
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use when designing, reviewing, or troubleshooting Salesforce formula fields. Triggers: 'formula field', 'cross-object formula', 'null handling', 'compile size', 'HYPERLINK', 'IMAGE', 'why is formula slow'. NOT for save-time validation or persisted values - use validation rules, Flow, or real fields for that.
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when designing, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when configuring or troubleshooting FSC Referral Management: setting up referral types via ReferralRecordTypeMapping custom metadata, routing referrals through Lead Assignment Rules keyed on the Expressed Interest picklist, tracking Referrer Score, or enabling partner referral visibility in Experience…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when creating, configuring, or troubleshooting FSC Relationship Groups — including Household, Professional Group, and Trust group types; member role assignment via AccountContactRelation FSC fields; Primary Group designation; and group-level wealth aggregation rollups. NOT for standard account…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill to configure and manage Field Service Lightning workforce capacity — covering ServiceResourceCapacity for individual resource caps, WorkCapacityLimit for territory-level demand throttling, and reporting strategies for capacity vs. utilization analysis. NOT for Omni-Channel capacity, NOT for FSL…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Configure and manage Field Service Lightning inventory: ProductItem (stock at locations), ProductTransfer (stock movement), ProductConsumed (parts used on work orders), ProductRequest/ProductRequestLineItem (replenishment ordering), and ProductItemTransaction (audit trail). NOT for CPQ product catalog management, OCI…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when configuring, extending, or troubleshooting the Salesforce Field Service (FSL) Mobile app for field technicians — including offline priming strategy, app extensions, deep linking, and custom branding. Trigger keywords: FSL mobile, Field Service mobile app, offline priming, mobile extension toolkit…
BanibrataChatterjee/AwesomeSalesforceSkills
Skill Claude CodeCodex
Use this skill when designing, troubleshooting, or reviewing FSL Mobile worker workflows — including job lifecycle management, offline data capture, customer signature collection, parts consumption, and geolocation-triggered status transitions. Trigger keywords: FSL mobile, field service mobile workflow, offline job…
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: