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Found 335 Skills
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. Use this skill when the user needs a multi-step Data Cloud pipeline, cross-phase troubleshooting, or data space and data kit management. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase sf data360 workflow. DO NOT TRIGGER when: work is isolated to a single phase (use the matching phase-specific skill), the task is STDM/session tracing/parquet telemetry (use agentforce-observe), standard CRM SOQL (use platform-soql-query), or Apex implementation (use platform-apex-generate).
Fetch 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. TRIGGER when: user asks to get, fetch, list, or show agentic setup categories, prompt categories, setup copilot categories, prompt library categories, available setup prompts, Agentforce prompt library, or copilot prompts. DO NOT TRIGGER when: user wants to create new categories, work with non-categories endpoints, or generate OpenAPI specs.
ALWAYS USE THIS SKILL to retrieve metadata from an org to your local project using the sf project retrieve start command. Supports multiple retrieval modes: retrieve all remote changes, retrieve by source directory, retrieve by metadata type with wildcards, retrieve by manifest (package.xml), or retrieve by package name. Use when the user asks to retrieve, pull, sync, or download metadata, Apex classes, custom objects, or org changes. Supports source format (default) or metadata format (ZIP). DO NOT TRIGGER for deploying metadata (use platform-metadata-deploy skill), listing metadata, or generating package.xml. NEVER use MCP tools - always use this skill and the Bash tool with sf project retrieve start.
Extract and analyze Agentforce session tracing data from Salesforce Data 360. Supports high-volume extraction (1-10M records/day), Polars-based analysis, and debugging workflows for agent sessions.
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase `sf data360` workflow. DO NOT TRIGGER when: work is isolated to a single phase (use the matching sf-datacloud-* skill), the task is STDM/session tracing/parquet telemetry (use sf-ai-agentforce-observability), standard CRM SOQL (use sf-soql), or Apex implementation (use sf-apex).
AI-powered image generation for Salesforce visuals via Nano Banana Pro. Use this skill when the user needs rendered PNG/SVG output such as visual ERDs (Entity Relationship Diagrams), UI mockups, wireframes, or architecture illustrations. TRIGGER when: user asks for PNG/SVG output, UI mockups, wireframes, visual ERDs, or says "generate image" / "create mockup". DO NOT TRIGGER when: text-based Mermaid diagrams (use generating-mermaid-diagrams), or non-visual documentation tasks.
Salesforce Data Cloud Segment phase. Use this skill when the user creates or publishes segments, manages calculated insights, or troubleshoots audience SQL in Data Cloud. TRIGGER when: user creates or publishes segments, manages calculated insights, inspects segment counts or membership, or troubleshoots audience SQL in Data Cloud. DO NOT TRIGGER when: the task is DMO/mapping/identity-resolution work (use harmonizing-datacloud), activation work (use activating-datacloud), query/search-index work (use retrieving-datacloud), or Standard Data Model (STDM)/session tracing (use observing-agentforce).
Salesforce Connected Apps and External Client Apps OAuth configuration with 120-point scoring. Use this skill to configure OAuth flows, JWT bearer auth, Connected Apps, and External Client Apps in Salesforce. TRIGGER when: user configures OAuth flows, JWT bearer auth, Connected Apps, ECAs, or touches .connectedApp-meta.xml / .eca-meta.xml files. DO NOT TRIGGER when: configuring Named Credentials for callouts (use integration-connectivity-generate), reviewing permission policies (use platform-metadata-deploy), or writing Apex token-handling code (use platform-apex-generate).
Create, 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. TRIGGER when: user asks to subscribe to a platform event, create a managed subscription, set up event replay, configure an event channel subscriber, update replay preset, activate or deactivate a subscription, delete a subscription, or manage ManagedEventSubscription metadata. SKIP when: user needs to create the platform event channel itself (use platform-custom-object-generate skill) or needs Flow-based event subscriptions (use automation-flow-generate skill).
ALWAYS USE THIS SKILL for anything involving Salesforce Archive (also called Trusted Services Archive) — search, view, unarchive, analyze, mask, and erase (RTBF) archived records via the Archive Connect API, and reading archive job status from the ArchiveActivity object. TRIGGER when: user mentions Salesforce Archive, Trusted Services Archive, archive/unarchive records, ArchiveActivity, archive jobs, archive policy, archive analyzer, archived record search, archive storage, archive failure logs, right to be forgotten / RTBF on archived data, or masking archived PII — including phrasings like 'find records that were archived', 'restore archived data', 'why did the archive job fail', 'download the archive failure log', or 'monitor my archive jobs', AND even when they ask you to explain, give guidance, or write a runbook/doc about these topics rather than run code. SKIP when: the user wants generic data-export/backup unrelated to the Archive add-on, or wants to build the archive policy UI metadata.
Salesforce Metadata API reference for creating, understanding, or modifying metadata XML files (.object-meta.xml, .flow-meta.xml, etc.) and any of 604 metadata types (CustomObject, Flow, ApexClass, ApexTrigger, Profile, PermissionSet, Layout, ValidationRule, RecordType, EmailTemplate, ...). Use for questions about a type's fields or XML format, or Salesforce DX project structure (force-app/main/default). TRIGGER when: authoring or editing any *-meta.xml file, asking what fields/format a metadata type has, or whenever 'Salesforce metadata' or 'sfdx project' is mentioned. DO NOT TRIGGER when: SOQL/DML/runtime sObject access (use the Enterprise API skill), Tooling API developer records (ApexExecutionOverlayAction, TraceFlag), or non-XML logic (Apex code, LWC JS, Visualforce controllers).
ISV App Analytics metadata types — AppAnalyticsQueryRequest and AppAnalyticsSettings. Use this skill when the user asks about retrieving managed package usage data, configuring App Analytics simulation mode, querying subscriber snapshots, or understanding the AppAnalyticsQueryRequest lifecycle (New → Pending → Complete → Expired). TRIGGER when: user mentions App Analytics, AppAnalyticsQueryRequest, AppAnalyticsSettings, package usage data, subscriber analytics, ISV analytics, or simulation mode for app analytics. DO NOT TRIGGER when: the task is about standard Salesforce reports/dashboards (use reporting skills), custom SOQL on Account/Contact (use platform-soql-query), or Data Cloud query/search (use data360-query).