BanibrataChatterjee

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to configure Field Service Lightning service resources — including ServiceResource types, skill assignments via ServiceResourceSkill, capacity-based resource setup, and ResourcePreference rules. NOT for service territory setup (see fsl-service-territory-setup), NOT for scheduling policy configuration…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to design, configure, and troubleshoot the Field Service Lightning (FSL) Optimizer — including selecting optimization type (Global, In-Day, Resource Schedule), understanding the priority-score model, configuring travel mode (Aerial vs Street-Level Routing), and tuning optimizer behavior for specific…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to create, configure, or tune Field Service Lightning scheduling policies — including work rules (pass/fail filters) and service objectives (weighted ranking criteria). Covers the four default policies, custom policy design, work rule type selection, and objective weighting strategy. NOT for configuring…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to configure Field Service Lightning service territories — including territory types, operating hours, time slots, territory hierarchy, member types, and polygon boundaries. NOT for ETM territories (Territory2 / Enterprise Territory Management in Sales Cloud), and NOT for Salesforce Scheduler…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to configure FSL Shifts, ShiftTemplates, ShiftPatterns, and Crew ServiceResources — covering availability windows layered on Operating Hours, bulk shift generation via ShiftPattern + ShiftPatternEntry, and the two Crew models (Static vs. Shell/Dynamic). NOT for individual resource scheduling, NOT for…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to configure SLA enforcement for Salesforce Field Service (FSL) using Work Order entitlement processes: designing entitlement processes of type Work Order, defining FSL milestones (response time, on-site arrival, resolution), wiring milestone actions, and aligning Business Hours with service territory…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Configure and manage Field Service Lightning work orders: work types, work order line items, service appointments, status flow, and auto-creation via maintenance plans. NOT for case management, resource scheduling optimization, or dispatcher console configuration.

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when designing or documenting nonprofit fundraising lifecycle stages, donor pipeline workflows, cultivation-to-stewardship cycles, major gift solicitation sequences, or Salesforce Opportunity sales process configuration for NPSP or Nonprofit Cloud. Trigger keywords: fundraising lifecycle, donor…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Configure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows. NOT for standard opportunity creation or direct GiftTransaction DML outside the Gift Entry framework.

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when configuring object-specific quick actions or global actions in Salesforce: choosing between action types, editing action layouts, pre-filling fields with predefined values, and adding actions to Lightning page layouts or mobile navigation. Trigger keywords: quick action, global action, action…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when configuring grant tracking in a Salesforce nonprofit org — covers both NPSP Outbound Funds Module (Opportunity-based, managed package path) and Nonprofit Cloud for Grantmaking (FundingAward, FundingDisbursement, FundingAwardRequirement objects, separate license). Trigger keywords: grant management, funding…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when configuring Health Cloud patient consent management: setting up HIPAA authorization forms, consent templates, consent tracking per patient, and withdrawal handling. NOT for marketing consent (ContactPointTypeConsent/ContactPointConsent), GDPR opt-out workflows, or Experience Cloud consent forms…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when configuring patient or member records in Salesforce Health Cloud — including Person Account enablement, Health Cloud patient record type creation, care team role configuration, patient card customization, and clinical data display. Trigger keywords: patient setup, Health Cloud person account…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Configure the Industries Enhanced Timeline in Health Cloud to display clinical events, custom object records, and activity history on a patient or member record. Trigger keywords: Enhanced Timeline, TimelineObjectDefinition, Industries Timeline, timeline categories, clinical event display, timeline configuration. NOT…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when designing HIPAA-compliant workflow requirements for Health Cloud: minimum necessary access design, audit trail requirements mapping, access control patterns, and BAA dependency identification. NOT for security implementation (Shield Platform Encryption configuration, event monitoring setup) — this…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when configuring the Financial Services Cloud (FSC) household data model — including Household record type setup, Primary Group assignment, ACR-based membership, rollup field inclusion, and batch rollup scheduling. NOT for NPSP household account configuration (use admin/npsp-household-accounts), non-FSC…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Configuring Salesforce In-App Guidance: floating, docked, and targeted prompts, multi-step walkthroughs, audience targeting, scheduling, and adoption analytics. Use when designing user onboarding or feature adoption programs in Lightning Experience. NOT for change management planning (use…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when configuring Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog configuration, TM Forum-aligned order decomposition, Account record-type segmentation, and contract lifecycle activation. NOT for generic OmniStudio configuration…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Operational setup guide for Salesforce Energy and Utilities Cloud: license activation, permission sets, industry-specific object configuration (ServicePoint, Meter, MeterReading, Consumption, ServiceAccount, ServiceContract, RatePlan), CIS/billing system integration, and service order management. NOT for generic admin…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to configure Salesforce Industries Insurance (Financial Services Cloud Insurance) including permission set licenses, irreversible org settings, core insurance objects, coverage types, claim configuration, and OmniScript-based quoting using the Insurance Product Administration API. Trigger keywords…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management decomposition, and utility service request workflows. Trigger keywords: FNOL process design, claims OmniScript customization, Industries…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when managing Connected Apps for integration purposes — configuring OAuth policies, IP restrictions, refresh token expiry, and monitoring connected app usage. NOT for OAuth flows implementation (use oauth-flows-and-connected-apps).

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to select the right Salesforce integration pattern — from point-to-point to event-driven to hub-and-spoke — by applying the official Salesforce two-axis decision framework (integration type × timing) to a business integration scenario. Trigger keywords: integration pattern decision, choose integration…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when setting up or auditing dedicated Salesforce integration users — including the Salesforce Integration user license, API-only profile, permission set layering, MFA waiver configuration, and login monitoring. NOT for standard user management.