Salesforce Expert

Expert guidance for Salesforce system development and operations management. Use this skill when working with Salesforce configuration, customization, bug analysis, troubleshooting access/permission issues, designing system architecture, or implementing custom Apex/LWC development. Covers sharing settings, approval processes, trigger patterns, integration design, and data modeling best practices.

No API Required

Download Skill Package (.skill) View Source on GitHub

Table of Contents

1. Overview

This skill provides comprehensive guidance for Salesforce system development and operations management, covering configuration, customization, bug analysis, architecture design, and custom development patterns. Use this skill when encountering Salesforce-specific challenges, designing solutions, or troubleshooting issues related to permissions, approval processes, integrations, or custom code.

2. Prerequisites

  • API Key: None required
  • Python 3.9+ recommended

3. Quick Start

When analyzing Salesforce bugs, follow this systematic approach:

1. Gather Context

  • Record type and object involved
  • User role and profile
  • Error message (exact wording)
  • Steps to reproduce
  • Expected vs actual behavior

4. How It Works

When analyzing Salesforce bugs, follow this systematic approach:

1. Gather Context

  • Record type and object involved
  • User role and profile
  • Error message (exact wording)
  • Steps to reproduce
  • Expected vs actual behavior

2. Categorize Issue

  • Access/Permissions: Cannot view/edit records
  • Data Integrity: Missing relationships, incorrect calculations
  • Process Automation: Approval, workflow, validation errors
  • Integration: API failures, callout errors
  • UI/UX: Page layout, Lightning component issues

3. Diagnose Root Cause

For Access Issues:

  1. Check OWD: Setup → Sharing Settings → Object Default Access
  2. Check Record Ownership: Who owns the record?
  3. Check Role Hierarchy: Is user above owner?
  4. Check Sharing Rules: Any applicable rules?
  5. Check Manual Shares: Query [Object]Share records

See the skill’s SKILL.md for the full end-to-end workflow.

5. Usage Examples

  • Settings & Customization: Configuring sharing settings, approval processes, validation rules, page layouts, or record types
  • Bug Analysis & Troubleshooting: Diagnosing access denied issues, approval process errors, missing relationships, or integration failures
  • Architecture Design: Planning data models, object relationships, integration patterns, or scalability strategies
  • Custom Development: Implementing Apex triggers, batch jobs, Lightning Web Components, or REST APIs
  • Security & Permissions: Resolving OWD settings, sharing rules, role hierarchy, or field-level security issues
  • Performance Optimization: Addressing governor limit issues, slow queries, or large data volume challenges

6. Understanding the Output

  • A structured response or artifact aligned to the skill’s workflow.
  • Reference support from 4 guide file(s).
  • Reusable output that can be reviewed, refined, and incorporated into a wider project workflow.

7. Tips & Best Practices

  • Begin with the smallest realistic sample input so you can validate the workflow before scaling up.
  • Keep skills/salesforce-expert/SKILL.md open while working; it remains the authoritative source for the full procedure.
  • Review the most relevant reference files first instead of scanning every guide: approval_process_guide.md, architecture_best_practices.md, custom_development_patterns.md.
  • Preserve intermediate outputs so you can explain assumptions, diffs, and follow-up actions clearly.

8. Combining with Other Skills

  • Combine this skill with adjacent skills in the same category when the work spans planning, implementation, and review.
  • Browse the broader category for neighboring workflows: category index.
  • Use the English skill catalog when you need to chain this workflow into a larger end-to-end process.

9. Troubleshooting

  • Re-check prerequisites first: missing runtime dependencies and unsupported file formats are the most common failures.
  • If a helper script is involved, run it with a minimal sample input before applying it to a full dataset or repository.
  • Compare your input shape against the reference files to confirm expected fields, sections, or metadata are present.
  • Confirm the expected Python version and required packages are installed in the active environment.

10. Reference

References:

  • skills/salesforce-expert/references/approval_process_guide.md
  • skills/salesforce-expert/references/architecture_best_practices.md
  • skills/salesforce-expert/references/custom_development_patterns.md
  • skills/salesforce-expert/references/sharing_settings_guide.md