Use this skill when writing test-first, behavior-driven acceptance criteria in Given/When/Then format for a Salesforce user story. Covers happy path, edge cases, negative paths, permission boundaries, and data-state preconditions so the AC block can drive UAT scripts and Apex test design downstream. Trigger keywords: given when then, gherkin, behavior driven AC, test first acceptance criteria, scenario outline, BDD acceptance criteria. NOT for the user-story format itself (use admin/user-story-writing-for-salesforce). NOT for UAT script writing (use admin/uat-test-case-design). NOT for Apex test method generation (use agents/test-generator). NOT for high-level UAT planning (use admin/uat-and-acceptance-criteria).
Task and Event objects: polymorphic WhatId/WhoId, Activity object model, ActivityHistory vs OpenActivity, activity timeline customization, bulk task creation, Einstein Activity Capture boundaries. NOT for Calendar sharing (use calendar-sharing-setup). NOT for Email-to-Case (use case-management-setup).
Use this skill when defining AI governance policies, designing human oversight workflows, documenting bias mitigation strategies, or meeting regulatory transparency requirements for Salesforce AI features. Trigger keywords: responsible AI, AI bias, AI audit trail, AI transparency, human-in-the-loop, AI risk inventory, AI disclosure. NOT for Trust Layer technical configuration — that is covered by agentforce/einstein-trust-layer.
Use this skill to identify, score, and prioritize Salesforce AI use cases before any implementation begins — covering opportunity identification, Impact-Effort matrix scoring, feasibility evaluation across Technical/Operational/Data/Risk dimensions, and ROI framing. NOT for implementation, enablement, feature configuration, or data architecture design.
Use this skill when driving adoption of CRM Analytics (Einstein Analytics) across an org — including setting up the Analytics Adoption App to measure who uses which dashboards, embedding analytics into Lightning pages for in-context discovery, pinning dashboards to the Analytics home page, building self-service personas, and defining analytics-specific success metrics. Triggers: analytics adoption, dashboard usage tracking, embedded analytics strategy, self-service analytics enablement, CRM Analytics rollout. NOT for general Salesforce change management (use change-management-and-training), NOT for In-App Guidance prompt mechanics (use in-app-guidance-and-walkthroughs), NOT for dashboard technical design or JSON (use analytics-dashboard-design or analytics-dashboard-json).
Use this skill to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built. Trigger keywords: KPI definition CRM Analytics, analytics metric design, analytics target attainment, CRM Analytics measures vs dimensions, analytics benchmark. NOT for building CRM Analytics dashboards or lenses (use analytics/dashboard-design), SOQL report KPI design, or Marketing Cloud analytics KPI work.
Use this skill to configure a Salesforce B2B Commerce storefront: creating the WebStore, linking BuyerGroups, assigning CommerceEntitlementPolicies, and granting buyer contacts transactional access. Trigger keywords: B2B Commerce, WebStore, BuyerGroup, entitlement policy, buyer account, storefront access. NOT for B2C Commerce (LWR storefronts using Individual/Person Account models), CPQ quote configuration, or Order Management fulfillment flows.
Use when configuring or troubleshooting a Salesforce B2C Commerce (SFCC) storefront — including Business Manager site creation, SFRA cartridge path setup, customer groups, search index rebuilding, and key quota limits. Trigger keywords: SFCC, Commerce Cloud, Business Manager, storefront, cartridge, SFRA, site preferences, replication. NOT for B2B Commerce on Lightning platform (WebStore, BuyerGroup, CommerceEntitlementPolicy — see admin/b2b-commerce-store-setup for that).