Skill UI

A comprehensive guide for diagnosing and resolving common Salesforce API, SOQL, and integration errors. This resource details specific error codes, analyzes root causes (e.g., insufficient permissions, malformed queries, API limits), and provides actionable solutions and best practices for developers and administrators.

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.

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 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 provides a comprehensive workflow for configuring and managing Salesforce integrations across multiple environments, including Development, various Sandboxes (QA, Staging), and Production. It covers best practices for environment-specific credential handling, utilizing secrets managers (Vault, AWS/GCP), and establishing robust CI/CD deployment promotion flows using Salesforce CLI and code examples.

Provides comprehensive observability for Salesforce integrations, covering API limit monitoring, SOQL performance tracking, error rate analysis, and structured logging. Use this skill when building robust, reliable connections to Salesforce, ensuring you track API consumption, detect performance bottlenecks, and set up critical alerting using tools like Prometheus and Grafana.

This guide implements comprehensive policy guardrails for robust Salesforce integrations. It provides solutions for preventing SOQL injection vulnerabilities, detecting hardcoded credentials, throttling API usage at runtime, and enforcing code quality via custom ESLint rules and CI/CD checks. Use this when building secure, scalable, and compliant Salesforce applications.

A comprehensive guide providing production-ready patterns for integrating with Salesforce using jsforce (TypeScript) and simple-salesforce (Python). These patterns cover essential topics such as implementing singleton connection management with automatic token refresh, defining typed sObject interfaces, building type-safe SOQL query builders, and wrapping API calls with robust error handling mechanisms. Ideal for developers refactoring existing Salesforce integrations or establishing standardized team coding practices.

This comprehensive guide details the process of upgrading Salesforce API versions (e.g., v55.0 to v59.0+) and migrating associated libraries like jsforce (v1 to v3). It provides technical steps for handling breaking changes, moving from callback-based code to Promise/Async/Await patterns, and ensuring application compatibility with the latest Salesforce seasonal releases and best practices. Essential for developers maintaining complex Salesforce integrations.