Agent
Forward Deployed Engineer. Hands-on Agentforce agent setup, configuration, metadata authoring, Apex development, and Agent Script creation. Full edit access for building agents.
Agent
Agentic Experience Specialist. Conversational design, UX optimization across channels, persona documents, utterance libraries, guardrail configurations, and LWC-based custom UI.
Agent
Cross-cutting QA Engineer. Testing for both Agentforce agents and platform metadata — Apex test execution, agent conversation testing, session tracing, debug log analysis, and test data management.
Agent
Cross-cutting Release Engineer. Metadata deployment for all types (agent + platform), Connected App configuration, Agent Script CLI deployment, deployment troubleshooting, and release pipeline management.
Agent
Forward Deployed Engineering Strategist. Use for architecture planning, task decomposition, and team coordination of Salesforce Agentforce and platform implementations. Plans and delegates — never edits files directly. Spawns FDE team (engineer, experience specialist), cross-cutting roles (QA engineer, release…
Agent
PS Solution Architect. Metadata design, declarative automation (Flows), security model (permissions, sharing), testing strategy coordination, and architecture documentation with Mermaid diagrams. Self-sufficient with web search for Salesforce documentation.
Agent
PS Technical Architect. Apex development, integration architecture, data modeling, LWC development, performance optimization, and deployment of platform implementation work. Self-sufficient with web search for Salesforce documentation.
Skill Claude CodeCodex
Use this skill whenever users want to build, inspect, debug, automate, or publish workflows in Agentforce Grid (AI Workbench) using Salesforce plus the Grid MCP or direct Grid REST calls. Trigger it for Grid workbook creation, worksheet setup…
Skill Claude CodeCodex
Agentforce session tracing extraction and analysis. TRIGGER when: user extracts STDM data from Data Cloud, analyzes agent session traces, debugs agent conversations via telemetry, or works with .parquet files from Agentforce. DO NOT TRIGGER when: testing agents (use sf-ai-agentforce-testing), Apex debug logs (use…
Skill Claude CodeCodex
Deep persona design for Agentforce agents with 50-point scoring. TRIGGER when: user designs agent personas, defines agent personality/identity, creates persona documents, encodes persona into Agentforce Builder fields or Agent Script, translates brand guidelines to agent voice, or asks about agent tone/voice/register.…
Skill Claude CodeCodex
Agentforce agent testing with dual-track workflow and 100-point scoring. TRIGGER when: user tests Agentforce agents, runs sf agent test commands, creates test specs, validates topic routing, or analyzes agent test coverage. DO NOT TRIGGER when: Apex unit tests (use sf-testing), building agents (use sf-ai-agentforce)…
Skill Claude CodeCodex
Agentforce Builder metadata path for Builder-managed topics/actions, Prompt Builder templates, GenAiFunction/GenAiPlugin, Models API, and custom Lightning types. TRIGGER when: user maintains or configures Builder metadata agents, creates topics/actions, works with Prompt Builder templates, or touches .genAiFunction…
Skill Claude CodeCodex
Agent Script DSL for deterministic Agentforce agents. TRIGGER when: user writes or edits .agent files, builds FSM-based agents, uses Agent Script CLI (sf agent generate authoring-bundle, sf agent validate authoring-bundle, sf agent preview, sf agent publish authoring-bundle, sf agent activate), or asks about…
Skill Claude CodeCodex
Generates and reviews Salesforce Apex code with 150-point scoring. TRIGGER when: user writes, reviews, or fixes Apex classes, triggers, test classes, batch/queueable/schedulable jobs, or touches .cls/.trigger files. DO NOT TRIGGER when: LWC JavaScript (use sf-lwc), Flow XML (use sf-flow), SOQL-only queries (use…
Skill Claude CodeCodex
Salesforce Connected Apps and OAuth configuration with 120-point scoring. TRIGGER when: user configures OAuth flows, JWT bearer auth, Connected Apps, or touches .connectedApp-meta.xml / .eca-meta.xml files. DO NOT TRIGGER when: Named Credentials for callouts (use sf-integration), permission policies (use…
Skill Claude CodeCodex
Salesforce data operations with 130-point scoring. TRIGGER when: user creates test data, performs bulk import/export, uses sf data CLI commands, or needs data factory patterns for Apex tests. DO NOT TRIGGER when: SOQL query writing only (use sf-soql), Apex test execution (use sf-testing), or metadata deployment (use…
Skill Claude CodeCodex
Salesforce Data Cloud Act phase. 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 sf-datacloud-segment), data retrieval/search work (use sf-datacloud-retrieve), or STDM/session…
Skill Claude CodeCodex
Salesforce Data Cloud Connect phase. 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 sf-datacloud-prepare), DMOs or identity…
Skill Claude CodeCodex
Salesforce Data Cloud Harmonize phase. 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 sf-datacloud-prepare), segments/insights (use sf-datacloud-segment), retrieval/search…
Skill Claude CodeCodex
Salesforce Data Cloud Prepare phase. 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 sf-datacloud-connect), DMOs and identity resolution (use…
Skill Claude CodeCodex
Salesforce Data Cloud Retrieve phase. 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 sf-soql), segment creation or calculated insight design (use…
Skill Claude CodeCodex
Salesforce Data Cloud Segment phase. TRIGGER when: user creates or publishes segments, manages calculated insights, inspects segment counts or membership, or troubleshoots audience SQL in Data Cloud. DO NOT TRIGGER when: the task is DMO/mapping/identity-resolution work (use sf-datacloud-harmonize), activation work…
Skill Claude CodeCodex
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase sf data360 workflow. DO NOT TRIGGER when: work is…
Skill Claude CodeCodex
Salesforce debug log analysis and troubleshooting with 100-point scoring. TRIGGER when: user analyzes debug logs, hits governor limits, reads stack traces, or touches .log files from Salesforce orgs. DO NOT TRIGGER when: running Apex tests (use sf-testing), fixing Apex code (use sf-apex), or Agentforce session tracing…