Skill UI

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.

A comprehensive guide detailing professional data migration strategies for Salesforce. It covers utilizing Bulk API 2.0, implementing ETL patterns, complex schema mapping, and preserving object relationships (parent-child). Ideal for large-scale CRM data transfers, org-to-org migrations, and data re-platforming.

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.

Master advanced techniques for optimizing Salesforce API interactions. This guide covers optimizing SOQL queries using selective fields and indexed WHERE clauses. It details methods to minimize API calls by utilizing Collections and Composite APIs, implementing metadata caching, and efficiently streaming large result sets via Bulk API 2.0, ensuring stable and high-performance integrations.

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, step-by-step checklist for safely deploying Salesforce integrations to a production environment. This guide covers critical stages including pre-deployment configuration, sandbox validation, API limit planning, code quality enforcement, health endpoint checks, and detailed rollback procedures, ensuring smooth and reliable go-live.

A comprehensive guide and implementation pattern for handling Salesforce API quotas and rate limits. Learn how to monitor daily usage, implement exponential backoff with jitter for transient errors (like REQUEST_LIMIT_EXCEEDED), and optimize API calls using bulk operations, caching, and queryMore to ensure stable, high-throughput integrations.