Reusable Salesforce skills library for AI coding agents. 100+ skills across Admin, Dev, DevOps, Integration, and Architecture domains, mapped to the Salesforce Well-Architected Framework. Works with Claude Code, Copilot, Codex, and any agent that reads markdown
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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.
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…
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: