Skill UI

This workflow provides comprehensive methods for executing core Create, Read, Update, and Delete (CRUD) operations on standard Salesforce objects, including Accounts, Contacts, Leads, and Opportunities. It utilizes both powerful SOQL querying for data retrieval and the robust REST API for bulk modifications and advanced integrations, making it ideal for automating complex CRM and sales processes.

This skill provides advanced methods for interacting with Salesforce, focusing on high-volume data processing. It covers using Bulk API 2.0 for mass data ingestion, querying, and exporting millions of records. Furthermore, it demonstrates the Composite API for executing complex, multi-step, and dependent transactions (e.g., creating Account, then referencing it to create Contact) in a single, atomic call, ensuring data integrity and maximum efficiency.

Provides comprehensive strategies to optimize Salesforce expenditure and manage API usage. Learn how to strategically reduce API call consumption through techniques like batching, caching, and utilizing Bulk API. The guide also helps users monitor daily usage limits and select the most appropriate Salesforce edition (Developer, Enterprise, Unlimited) based on their integration needs and scale.

A comprehensive guide for handling sensitive Personally Identifiable Information (PII) within Salesforce. This pattern implements critical compliance measures, including GDPR and CCPA requirements, data subject access requests (DSAR), the Right to Erasure, and field-level encryption using Salesforce Shield. Use this when developing features that interact with regulated user data.

A comprehensive utility designed to collect all necessary diagnostic evidence from a Salesforce organization. This debug bundle aggregates API limits, detailed debug logs, organization identity, API usage logs, and current Salesforce system status. It is crucial for preparing thorough support tickets or troubleshooting persistent, hard-to-reproduce issues.

This comprehensive guide details the configuration of Salesforce's multi-layered security model, including Profiles, Permission Sets, Roles, Organization-Wide Defaults (OWD), and Sharing Rules. It is essential for implementing robust Role-Based Access Control (RBAC) and integrating advanced features like SAML SSO, ensuring users only access necessary data.

This skill provides minimal working examples for connecting to Salesforce, executing SOQL queries, and performing full CRUD (Create, Read, Update, Delete) operations on standard sObjects. Examples are provided in both TypeScript and Python. It is ideal for initial Salesforce integration testing, learning core API patterns, or performing basic data manipulation in a Salesforce environment.

A comprehensive operational guide for managing Salesforce integration failures and outages. This runbook provides step-by-step procedures for initial triage, diagnosing common API errors (e.g., rate limiting, authentication failures), implementing mitigation strategies, and conducting detailed post-incident reviews (postmortems). It covers best practices for ensuring system reliability during critical system outages.

This comprehensive skill guides users through installing and configuring the necessary SDKs (jsforce, simple-salesforce) to connect programmatically to Salesforce. It thoroughly covers multiple industry-standard OAuth 2.0 flows, including Username-Password, JWT Bearer, and Web Server flow. This is essential for setting up secure, robust integrations in new projects, CI/CD pipelines, or user-facing applications requiring access to Salesforce data.

This guide identifies the most common and costly anti-patterns encountered when developing or integrating with Salesforce. It covers critical topics such as SOQL N+1 queries, proper API limit management, preventing SOQL injection, and optimizing data retrieval. Use this resource when reviewing existing Salesforce code, onboarding new developers, or auditing integrations to ensure best performance and scalability.

This guide provides comprehensive methods for load testing and capacity planning specifically for Salesforce integrations. It walks users through calculating API limit budgets, running high-volume performance tests using tools like k6, and optimizing Bulk API throughput. Use this when scaling complex, high-volume, or mission-critical Salesforce processes.

This guide outlines the complete workflow for setting up a fast, reproducible local development environment for Salesforce. It covers initializing SFDX projects, managing scratch orgs, integrating Node.js for backend logic, and configuring hot reload and unit/integration testing using modern tools like Vitest. Ideal for developers aiming for rapid iteration and robust testing cycles.