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 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…
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…
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: