Skills in this repository
SkillsMP has collected 268 skills from forcedotcom/sf-skills. Open a skill to review its source and details.
forcedotcom/sf-skillsShowing 40 of 268 collected skills.
Salesforce DevOps automation using sf CLI v2. TRIGGER when: user deploys metadata, creates/manages scratch orgs or sandboxes, sets up CI/CD pipelines, or troubleshoots deployment errors with sf project deploy. DO NOT TRIGGER when: writing Apex code (use…
Use when the user needs SOQL/SOSL authoring or optimization: natural-language-to-query generation, relationship queries, aggregates, query-plan/selectivity analysis, and performance or safety improvements. TRIGGER when the user writes, optimizes, or debugs…
Use this skill to deploy the TPM Liability Accruals data kit end to end to a Salesforce org. Invoke when a customer or teammate wants to install the accrual engine, verify the Data Cloud connection, deploy the Data Kit components, and schedule the export and…
Configure a Trade Promotion Management (TPM) org's RTR (Real Time Reporting) export pipeline to push promotion measures into Data Cloud (Data 360) for Trade Promotion Effectiveness (TPE) dashboards. Use when a customer or admin wants to set up the RTR export…
End-to-end headless setup of Trade Promotion Effectiveness (TPE) dashboards for a Trade Promotion Management (TPM) Cloud org, covering tenant pairing checks, permission sets, SSOT and Tableau Next enablement, C360 SDM verification, the TPM Accruals data kit…
Customize the Trade Promotion Effectiveness (TPE) Analytics dashboards' generic KPI slots (Promotion Measure 1-3, Tactic Measure 1-2) with customer-chosen KPI measure codes and display names, without touching the shipped base model. Use when a customer/admin…
Deploy the TPM Accruals Data Kit components specifically required for Trade Promotion Effectiveness (TPE) dashboards. Use when a customer or admin wants to install or deploy the TPM data kit for TPE dashboards, or as a delegated step from…
Retrieve Data Lake Object (DLO) and Data Model Object (DMO) schema information from Salesforce Data Cloud using REST APIs. Use this skill when you need to inspect DLO or DMO field definitions, data types, or metadata. Takes org alias and optional DLO/DMO name…
Audit Lightning Web Components for SLDS design-system compliance and produce a scored quality report. Runs the SLDS linter and analyzes CSS for theming hook usage and pairing, scoring SLDS findings across categories into an overall grade. Use when asked to…
Use to EXECUTE Salesforce org operations immediately via the sf CLI (this skill runs them, it does NOT generate scripts): create scratch orgs (from edition, definition file, snapshot, or org shape), list/display/resume/delete scratch orgs, open orgs in…
ALWAYS USE THIS SKILL to create, list, or delete org shapes. An org shape is a captured baseline configuration (features, limits, edition, and Metadata API settings) of a source org, without its data or metadata. Use when the user asks to create/make/take an…
ALWAYS USE THIS SKILL to create, check the status of, list, or delete scratch org snapshots. A snapshot is a point-in-time copy of a scratch org's metadata AND data, referenced by name in the `snapshot` field of a scratch org definition file. Use when the…
Generates high-fidelity visual assets, logos, and UI mockups using the media-management MCP server. Trigger this skill whenever the user asks to generate an image, create a logo, produce a hero banner, design a UI icon, or build a visual asset. It is…
Salesforce architecture diagrams using Mermaid with ASCII fallback. Use this skill when generating text-based diagrams for Salesforce architecture, OAuth flows, ERDs, integration sequences, or Agentforce structure. TRIGGER when: user says "diagram",…
Fully automated migration of Field Service Mobile flows (processType='FieldServiceMobile') to DataCaptureFlow. Retrieves flow XML from the org, runs a transformer script to restructure the execution graph and convert all field types, deploys the migrated flow…
Use this skill to set up Salesforce Field Service — Work Types, Skills, Service Territories, Operating Hours, Scheduling Policy, Work Rules, Service Objectives, Data Capture Forms, FSL mobile forms, Pre-Work Brief, Mobile Branding, or any FSL setup,…
Configure end-to-end Agency Billing on a Salesforce FSC Insurance Brokerage org via dispatch MCP calls. Use this skill when users want to set up brokerage billing, configure agency billing, enable insurance billing features, create billing rules, set up…
Use this skill to run the full end-to-end Life Sciences Cloud setup workflow for field sales rep in sequence. Trigger when the user says 'set up Life Sciences Cloud end to end', 'run the full LSC setup', 'orchestrate Life Sciences Cloud configuration',…
Use this skill to run the full end-to-end Life Sciences Cloud setup workflow for a key account management (KAM) user in sequence. Trigger when the user says 'set up Life Sciences Cloud end to end for kam user', 'run the full LSC setup for kam user',…
Salesforce Marketing Cloud / Engagement 360 message preview and test-send. Use this skill when the user wants to render a personalized or unpersonalized preview of an E360 message (Email, SMS, WhatsApp, Push, In-App, RCS) from a content key, or fire a test…
Salesforce Industries Common Core (OmniStudio/Vlocity) Apex callable generation and review skill with 120-point scoring. Use when creating, reviewing, or migrating Industries callable Apex implementations. TRIGGER when: user creates or reviews System.Callable…
OmniStudio Data Mapper (formerly DataRaptor) creation and validation with 100-point scoring. Use when building Extract, Transform, Load, or Turbo Extract Data Mappers, mapping Salesforce object fields, or reviewing existing Data Mapper configurations. TRIGGER…
Salesforce Industries DataPack deployment automation using Vlocity Build. TRIGGER when: user deploys or validates OmniStudio/Vlocity DataPacks with vlocity commands (packDeploy/packRetry/packExport/packGetDiffs), sets up DataPack CI/CD pipelines, or…
Cross-cutting OmniStudio analysis skill for namespace detection, dependency visualization, and impact analysis across OmniScripts, FlexCards, Integration Procedures, and Data Mappers. TRIGGER when: user asks about OmniStudio dependencies, wants namespace…
Salesforce Industries CME EPC product-modeling skill for Product2-based catalog creation. Use when creating EPC products, configuring product attributes, building offer bundles with Product Child Items, or reviewing EPC DataPack JSON metadata for product…
OmniStudio FlexCard creation and validation with 130-point scoring. Use when building at-a-glance UI cards, configuring data source bindings to Integration Procedures, or reviewing existing FlexCard definitions for accessibility and performance. TRIGGER when:…
OmniStudio Integration Procedure creation and validation with 110-point scoring. Use this skill when building server-side process orchestrations that combine Data Mapper actions, Apex Remote Actions, HTTP callouts, and conditional logic. TRIGGER when: user…
OmniStudio OmniScript creation and validation with 120-point scoring. Use when building guided digital experiences, multi-step forms, or interactive processes that orchestrate Integration Procedures and Data Mappers. TRIGGER when: user creates OmniScripts,…
Configure (or troubleshoot) an AI coding agent or CLI to route through the Salesforce Models API using a signed OrgJWT. Use this skill when pointing an agent at the Salesforce model endpoint (api.salesforce.com/ai/gpt/v1), setting up OrgJWT / Bedrock-mode…
Orchestrator skill for enabling CMDB (Configuration Management Database) end-to-end in Service Cloud ITSM against a production or sandbox org. Use when the user asks to set up CMDB, enable Configuration Management Database, configure the ITSM CMDB, onboard…
Configures the Incident Priority Matrix for Salesforce ITSM through the sf CLI — enabling or disabling the matrix, shaping the Impact x Urgency grid that derives Priority on Incident records, toggling the manual-override preference, and reading or setting the…
Configure the "Set Up Self Service for Employees on Slack" / "Slack for Employee Service" checklist for Employee Service (ITSM) on Slack — the employee side, covering the Slack for Employee Service org preference, Employee Slack Notifications permission-set…
Build and edit Tableau Next semantic models (SDMs), vizzes, and dashboards via MCP. TRIGGER when: building a semantic model or dashboard from CSV/Excel files; ingesting a flat file/database into DLO/DMO; profiling a dataset (grain, measures, dimensions;…
Use this skill to Upgrade Einstein Bots into Agentforce agents end-to-end in a single pass, orchestrating per-bot Agent Spec generation, planner reconciliation across bots, agentforce-generate authoring, and post-conversion .agent enhancements. TRIGGER when:…
Analyze production Agentforce agent behavior using session traces and Data Cloud, and manage Agent Health Monitoring (AHM) alerts. TRIGGER when: user queries STDM session data or Data Cloud trace records; investigates production agent failures, regressions,…
Use to design an AI agent persona — identity, voice, tone, behavioral style, guardrails — and encode it into Agent Script (.agent files) or Agentforce Builder field values. Runs four sequenced phases (DRAFT, REFINE, SCORE, ENCODE) plus five spokes (NAME, FILL…
Write, run, and analyze structured test suites for Agentforce agents — functional AND security. TRIGGER when: user writes or modifies test spec YAML (AiEvaluationDefinition); runs sf agent test create, run, run-eval, or results commands; asks about test…
Integrate Salesforce B2B Commerce open source components from GitHub into B2B Commerce stores. Use when users mention "integrate open code components", "open source B2B commerce", "add open code components", "forcedotcom/b2b-commerce-open-source-components",…
Replace OOTB (out-of-the-box) B2B Commerce components with open source equivalents in site metadata content.json files, or look up the equivalent open code `site:` component for OOTB definitions. Use when users mention "replace OOTB components", "replace…
ISV App Analytics metadata types — AppAnalyticsQueryRequest and AppAnalyticsSettings. Use this skill when the user asks about retrieving managed package usage data, configuring App Analytics simulation mode, querying subscriber snapshots, or understanding the…