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SkillsMP has collected 1,034 skills from PranavNagrecha/AwesomeSalesforceSkills. Open a skill to review its source and details.
Showing 40 of 1,034 collected skills.
Use when a Screen Flow needs to send the user to another page — the native Open a Page action (Summer '26) that opens a Salesforce record or an external URL directly from a flow, configured through its Where to Open Page input, so you no longer need a custom…
Use when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity analysis. Trigger keywords: historical trending, opportunity snapshot, reporting…
Build picklists and choice sets in Flow Builder sourced from records, picklist fields, or collections, including dependent choices. NOT for static hard-coded choice sets.
Use when picking which Screen Flow component collects a choice from users — Picklist, Radio Buttons, Radio Button Group (Summer '26), Multi-Select Picklist, Checkbox Group, Choice Lookup, Dependent Picklists, or Data Table — and which Choice resource (Choice,…
Use when adding or configuring the Summer '26 Radio Button Group screen component in a Screen Flow — the compact choice input that lays options out as horizontal boxes on desktop and vertical boxes on mobile, single-select by default with a 'Let Users Select…
Use when designing or reviewing interactive Flow screen experiences, including navigation, validation, screen component choice, custom LWC screen components, and user-safe commit timing. Triggers: 'screen flow validation', 'back button behavior in flow',…
Use when enabling, configuring, or querying Salesforce field history tracking to audit changes to field values over time. Covers enabling tracking on objects and fields, the 20-field-per-object limit, 18-month data retention, querying standard History…
Use this skill when writing SOQL aggregate queries in Apex — GROUP BY, GROUP BY ROLLUP/CUBE, HAVING, COUNT/SUM/AVG/MIN/MAX, AggregateResult, the GROUPING() subtotal function, and date grouping functions. Trigger keywords: soql aggregate groupby apex, count…
Use this skill when writing or debugging SOQL relationship queries in Apex — child-to-parent dot notation traversal, parent-to-child subqueries, polymorphic TYPEOF projection and `.Type` type filtering, and FROM-clause alias notation for implicit-join…
Use when diagnosing or preventing UNABLE_TO_LOCK_ROW errors, record lock contention in Apex or Bulk API loads, FOR UPDATE locking, parent-child lock escalation, and deadlock scenarios. Triggers: 'UNABLE_TO_LOCK_ROW', 'record lock contention', 'FOR UPDATE…
Use when you need to know which of the six SOQL aggregate functions (AVG, COUNT, COUNT_DISTINCT, MIN, MAX, SUM) a given Salesforce field type supports — e.g. diagnosing why SUM() or AVG() on a date, text, picklist, or boolean field throws a query error,…
Use when writing a SOQL query that groups or filters records by a date period — day, week, calendar month/quarter/year, or fiscal month/quarter/year — with the 13 SOQL date functions (CALENDAR_MONTH/QUARTER/YEAR, DAY_IN_MONTH/WEEK/YEAR, DAY_ONLY,…
Use when filtering SOQL (static or dynamic Apex) on a multi-select picklist field — the four operators =, !=, INCLUDES, EXCLUDES, the semicolon (AND) / comma (OR) grouping inside quoted operands, querying by a value's API name vs display label (API 39.0+),…
Use when a SOQL child-to-parent relationship query returns more records than expected because relationship queries behave like an outer join — rows with a null foreign key still come back, `WHERE Parent.Field = null` returns children even when the parent…
Use when a SOSL search (or global search) against a Salesforce Connect external object misbehaves: it returns no records, rejects an operator/function/clause, or silently drops matches. Covers the query-level rules that apply only to external objects —…
Use when choosing or implementing SOSL for cross-object or full-text search, especially around SOSL vs SOQL, search groups, result shaping, and injection-safe dynamic search. Triggers: 'SOSL', 'FIND clause', 'cross object search', 'Search.query', 'SOSL…
Use when a SOSL search silently omits a record that clearly matches the search term — diagnosing the search engine's internal per-stage record caps: the 2,000-record term-matching scan (API v28.0+), the 250-record single-object default and how a WHERE or…
Use when adding result-scoping or result-shaping WITH clauses to a SOSL FIND query — WITH DivisionFilter, WITH DATA CATEGORY, WITH SNIPPET, WITH NETWORK, WITH PricebookId, WITH METADATA, WITH HIGHLIGHT, and WITH SPELL_CORRECTION — including their fixed clause…
Use when designing, implementing, or reviewing Salesforce SOAP API integrations — covering enterprise vs partner WSDL selection, login() and session management, core operations (query/create/update/upsert/delete), and Metadata API SOAP usage. Trigger…
Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions. NOT for general field design (use custom-field-creation). NOT for address validation services…
Use when configuring Salesforce Translation Workbench, translating custom labels, picklist values, field labels, page layout sections, or Experience Cloud language switcher. Triggers: 'how to add a language to Salesforce', 'translate custom labels',…
Use when a SOQL query that serves a custom record-viewing surface (custom LWC/Aura/Visualforce page, mobile app, or API client) must make the retrieved records show up in the user's Recent Items and global-search auto-complete by writing LastViewedDate /…
Use when a SOQL SELECT clause or SOSL FIND/RETURNING clause must return number, date, time, or currency fields already localized to the running user's locale (e.g. $44,000.00 or 4/10/2025, 3:31 PM instead of a raw decimal or ISO 8601 string). Covers the…
Use when a SOQL query fails or must be shaped around a specific object's own limits and restrictions — Attachment's 100,000-record ceiling, the mandatory filter fields on ContentDocumentLink / ContentHubItem / Vote, the required LIMIT clause on…
Use when a SOQL single-quoted string literal contains a character that must be escaped: an apostrophe in a name (O'Brien, Bob's BBQ), a backslash, a tab/newline/other control character, a Unicode character via \uXXXX, or a literal LIKE wildcard (\_ or \%).…
Use when writing or reviewing a SOQL query (in Apex, a selector, or via the API) that must return only a subset of records defined by ownership, team, territory, delegation, or an active scoping rule — through the optional USING SCOPE filterScope clause…
Use when writing or reviewing Apex, SOQL, or Flow logic that involves Date or Datetime fields: scheduling jobs, comparing dates across timezones, displaying Datetime values to users, filtering records by date literals, or persisting Datetime from external…
Working with multi-currency Salesforce orgs at the data layer — `CurrencyIsoCode` field semantics on every object, the `CurrencyType` and `DatedConversionRate` standard objects, the `convertCurrency()` SOQL function, Advanced Currency Management vs basic…
Use when designing or reviewing schedule-triggered flows for recurring automation, replacement of time-based workflow patterns, bounded record selection, idempotent processing, and escalation to Apex when volume is too high. Triggers: 'scheduled flow design',…
Use when designing, reviewing, or troubleshooting Salesforce connected apps, Named Credentials, External Credentials, and OAuth-based integration access. Triggers: 'connected app', 'OAuth flow', 'client credentials', 'JWT bearer', 'Named Credential',…
Plan and operate Salesforce org-wide multi-factor authentication (MFA) enforcement: verification methods, phased rollout, SSO and API-only considerations, exemptions, and operational readiness. NOT for designing Login Flow post-authentication logic, IP…
Use when configuring the outbound Send Email quick action in Lightning Case Feed — creating the action in Setup on Case (Action Type = Send Email), attaching a default Custom email template, setting predefined To/CC/BCC values, wiring…
Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose. Triggers: 'Developer sandbox', 'Developer Pro', 'Partial Copy', 'Full sandbox', 'sandbox refresh', 'data masking', 'test environment', 'Gov Cloud…
Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types, including the Agent Script language for the new Agentforce Builder (hybrid-reasoning -> logic vs | prompt instructions,…
Use when designing or reasoning about an Agentforce Grid worksheet — the spreadsheet-like Agentforce workspace where rows are jobs and columns are sequential Data / AI / Action steps that process left to right — to run bulk record updates, generate insights,…
Use when monitoring Agentforce agent sessions, analyzing conversation logs, measuring deflection rates, or diagnosing agent performance issues. Triggers: 'agentforce session analytics', 'how to query agent conversation data', 'monitor agentforce agent…
Remove hardcoded Salesforce record IDs (Profile, RecordType, User, Queue, custom) from Apex and replace with describe-API, name-based SOQL, or Custom Metadata-driven lookups. NOT for storing config data — see apex-custom-settings-hierarchy /…
Use when designing, reviewing, or debugging Apex execution context, sharing keywords, CRUD/FLS enforcement, system-vs-user mode behavior, or secure write patterns. Triggers: 'with sharing', 'inherited sharing', 'stripInaccessible', 'AuraEnabled security',…
Use when designing, reviewing, or debugging Batch Apex contracts, scope sizing, stateful behavior, chaining, and AsyncApexJob monitoring. Triggers: 'Database.Batchable', 'Database.Stateful', 'executeBatch', 'batch scope', 'AsyncApexJob'. NOT for generic async…
Diagnosing and resolving common Apex runtime exceptions: NullPointerException, QueryException, DmlException, ListException, LimitException, TypeException. Use when debugging Apex runtime failures or writing defensive code. NOT for error handling framework…