Business & Marketing
1,814 results
- Building Sf IntegrationsSalesforceOfficialSalesforce integration architecture and runtime plumbing with 120-point scoring. Use this skill to set up Named Credentials, External Credentials, External Services, REST/SOAP callout patterns, Platform Events, and Change Data Capture. TRIGGER when: user sets up Named Credentials, External Services, REST/SOAP callouts, Platform Events, CDC, or touches .namedCredential-meta.xml files.
- Dx Org SwitchSalesforceOfficialSwitches the active Salesforce org (default target-org) using the Salesforce CLI. Use whenever someone wants to change which org CLI commands run against — whether they say "switch org", "change default org", "set my org to", "use alias", "point to", or describe wanting to work against a specific org, scratch org, sandbox, or production.
- Experience Cms Content GenerateSalesforceOfficialCreates, edits, and publishes Salesforce CMS content of any kind — any domain, any topic. Single and bulk: create many in parallel, edit one or many, publish all or a subset. Use this skill ANY TIME a user asks to create, generate, write, draft, author, or add content, OR to update, edit, or revise a content record, OR to publish it, OR to delete/remove a content record.
- Experience Lds Graphql GenerateSalesforceOfficialUse ALWAYS when a prompt mentions GraphQL, lightning/uiGraphQLApi, @wire(graphql, ...), or gql template tags in an LWC context — even if the surface ask is "build an LWC". Owns the ENTIRE flow: introspect the org's LDS GraphQL schema, identify entities/fields, construct the schema-validated gql query or mutation, wire it into the LWC via lightning/uiGraphQLApi, verify against a connected org.
- forcedotcom/sf-skillsSalesforceOfficialCollectionSalesforce's curated collection of agent skills for building applications. Optimized for Agentforce Vibes, compatible with all AI tools.
- Generating FlowSalesforceOfficialGenerate Salesforce Flows using the MCP tool execute_metadata_action. Use when the user asks to create, build, or generate a flow — including Screen, Autolaunched, Record-Triggered (before/after-save), Scheduled. Also trigger for flow-like requests such as "when a record is created", "trigger daily at", "send an email when", "update the field when", "automate", "workflow", or "flow XML/metadata".
- Generating List ViewSalesforceOfficialUse this skill when users need to create, generate, or validate Salesforce List View metadata. Trigger when users mention list views, filtered record lists, creating views, setting up record columns, filtering records by criteria, or ask about list view visibility.
- Generating Validation RuleSalesforceOfficialUse this skill when users need to create, modify, or validate Salesforce Validation Rules. Trigger when users mention validation rules, field validation, data quality rules, formula validation, error messages, or validation logic. Also use when users encounter validation errors, need to update formulas, or want to enforce business rules at the data layer.
- Integration Connectivity GenerateSalesforceOfficialSalesforce integration architecture and runtime plumbing with 120-point scoring. Use this skill to set up Named Credentials, External Credentials, External Services, REST/SOAP callout patterns, Platform Events, and Change Data Capture. TRIGGER when: user sets up Named Credentials, External Services, REST/SOAP callouts, Platform Events, CDC, or touches .namedCredential-meta.xml files.
- Integration Eventing Cdc ConfigureSalesforceOfficialUse to enable Salesforce Change Data Capture (CDC) on a standard or custom object, configure a custom event channel, set a filter expression, or add enrichment fields. TRIGGER broadly on any of: 'enable CDC', 'enable Change Data Capture', 'turn on CDC', 'subscribe X to change events', 'only emit events for', 'filter change events', 'enrich change events', 'create a custom event channel'; or any…
- Integration Eventing Subscription ConfigureSalesforceOfficialCreate, read, update, and delete ManagedEventSubscription metadata in Salesforce. Use this skill for any work involving managed event subscriptions, platform event subscriptions, event channel subscribers, or .managedEventSubscription-meta.xml files.
- Managing Managed Event SubscriptionSalesforceOfficialCreate, read, update, and delete ManagedEventSubscription metadata in Salesforce. Use this skill for any work involving managed event subscriptions, platform event subscriptions, event channel subscribers, or .managedEventSubscription-meta.xml files.
- Omnistudio Callable Apex GenerateSalesforceOfficialSalesforce Industries Common Core (OmniStudio/Vlocity) Apex callable generation and review skill with 120-point scoring. Use when creating, reviewing, or migrating Industries callable Apex implementations.
- Platform Agenticsetup Categories GetSalesforceOfficialGet agentic setup prompt categories from a connected Salesforce org using the Connect API via sf api request rest. Use this skill to call GET /services/data/vXX.0/agenticsetup/categories and return the list of prompt categories, optionally with their nested prompts using fetchPrompts=true.
- Platform Agentsetup Categories FetchSalesforceOfficialFetch agentic setup prompt categories from a connected Salesforce org using the Connect API. Use this skill to call GET /agenticsetup/categories and return the list of prompt categories, optionally with their nested prompts.
- Platform List View GenerateSalesforceOfficialUse this skill when users need to create, generate, or validate Salesforce List View metadata. Trigger when users mention list views, filtered record lists, creating views, setting up record columns, filtering records by criteria, or ask about list view visibility.
- Platform Models API ConfigureSalesforceOfficialConfigure (or troubleshoot) an AI coding agent or CLI to route through the Salesforce Models API using a signed OrgJWT. Use this skill when pointing an agent at the Salesforce model endpoint (api.salesforce.com/ai/gpt/v1), setting up OrgJWT / Bedrock-mode auth, wiring the agent's settings, API-key helper, and credentials file for the Salesforce endpoint, or fixing Models API 401 / 404 / "model…
- Platform Salesforce Connect Adapter GenerateSalesforceOfficialCustom Apex adapter generation for Salesforce Connect — connects any external REST API to Salesforce as live, queryable External Objects without ETL or copying. TRIGGER when: connecting a non-standard external API, writing a DataSource.Provider/Connection or a `.cls`/`.cls-meta.xml` custom adapter class, adding a `.namedCredential-meta.xml` for the adapter's callout, surfacing external data as…
- Platform Sharing Owd ConfigureSalesforceOfficialUse when the user wants to retrieve or update Organization-Wide Default (OWD) sharing settings for Salesforce objects. TRIGGER on org-wide defaults, checking/viewing sharing defaults, changing default access levels (Private, Public Read Only, Public Read/Write, Controlled by Parent), internal/external access for standard or custom objects, making records private, or sharingModel in…
- Platform Trial Org CreateSalesforceOfficialUse this skill to create a Salesforce trial, developer, or Trialforce org against an already-authenticated host org, the same way a developer/Trialforce web signup form provisions one. INVOKE when the user asks to: create a trial org, sign up a new trial or developer org, provision a Trialforce org from a template, or check the status of a trial-org signup they started.
- Platform Validation Rule GenerateSalesforceOfficialUse this skill when users need to create, modify, or validate Salesforce Validation Rules. Trigger when users mention validation rules, field validation, data quality rules, formula validation, error messages, or validation logic. Also use when users encounter validation errors, need to update formulas, or want to enforce business rules at the data layer.
- Querying SoqlSalesforceOfficialSOQL query generation, optimization, and analysis with 100-point scoring. Use this skill when the user needs SOQL/SOSL authoring or optimization: natural-language-to-query generation, relationship queries, aggregates, query-plan analysis, and performance or safety improvements for Salesforce queries.
- Sales Call Scoring ConfigureSalesforceOfficialConfigure, set up, or repair AI Call Scoring (a.k.a. Call Coaching / Coaching Competencies) on an ECI-enabled Salesforce org. Flips ECICallScoringEnabled via SOAP Metadata API, enables Einstein Generative AI Platform if off, and manages Coaching Competency records (EnablementCompetencyDef Tooling API): install the 6 OOTB set, the 7 Momentum best-practice prompts, or conversationally…
- Service De Channel CreateSalesforceOfficial**INTERNAL USE ONLY — invoked by `service-de-headless-channel-configure`.** Insert an Enhanced messaging `MessagingChannel` (plus child `MessagingChannelUsage` as a free side-effect) of any type — WhatsApp, LINE, Apple Business Chat, Facebook, or SMS. Given a `{MESSAGE_TYPE}` and its inputs, runs the shared preflight → Connect-insert → verify flow, branching only where a type differs.