salesforce-expert

Diagnose Salesforce access, approval, Apex, and integration issues with structured steps.

5|4|Updated Nov 9, 2025
One-click install
npx skills add https://github.com/takusaotome/claude-skills-library --skill salesforce-expert
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: salesforce-expert
Source: https://github.com/takusaotome/claude-skills-library/tree/main/skills/salesforce-expert
Command: npx skills add https://github.com/takusaotome/claude-skills-library --skill salesforce-expert

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill helps you troubleshoot and design Salesforce systems by providing practical guidance for access, approvals, custom development, integrations, and data modeling—so you can resolve issues without guessing.

Core Features & Use Cases

  • Sharing, Permissions & Access Troubleshooting: Diagnose why users can’t see or edit records and apply the correct sharing/OWD strategy, including manual sharing via Apex patterns.
  • Approval Process Configuration & Debugging: Identify why approvals don’t trigger, why the wrong approver is assigned, or how to prevent bypassing approvals with validation/guardrails.
  • Architecture, Apex/LWC Patterns & Performance Optimization: Design maintainable trigger frameworks (trigger → handler → service), apply governor-limit-safe bulk patterns, and recommend integration approaches (e.g., REST).
  • Bug Analysis Workflow: Follow a structured investigation process that categorizes root causes (access, process automation, integration, UI/data issues) and proposes ranked solutions.

Quick Start

Ask the skill: “I’m getting an access denied error in Salesforce when a user tries to view related Contacts after an Opportunity owner change—walk me through the most likely causes and the best fix options.”

Frequently Asked Questions about salesforce-expert

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I fix Salesforce access denied errors when users can't view related records?

To fix Salesforce access denied errors, diagnose the Organization-Wide Defaults and sharing rules to identify the restriction. Apply the correct sharing strategy, including manual sharing via Apex patterns, to grant the required record visibility.

Why does my Salesforce approval process not trigger or assign the wrong approver?

Salesforce approval processes fail to trigger or assign wrong approvers due to misconfigured entry criteria or automated process bypasses. Identify the root cause and add validation guardrails to prevent incorrect submission or routing.

What is the best way to design Salesforce Apex trigger frameworks and avoid governor limits?

The best way to design Apex trigger frameworks is using a trigger, handler, and service pattern. This architecture enforces bulkification and governor-limit-safe execution, ensuring maintainable and production-ready custom code.

How do I securely validate CRUD and FLS in Salesforce Apex implementations?

Securely validating CRUD and FLS in Salesforce Apex requires checking object and field-level permissions before executing DML operations. Incorporate these security checks into your bulkified service layer logic for production readiness.

Can I use this approach to debug Salesforce integration design and REST API bottlenecks?

Yes, you can debug Salesforce integration bottlenecks with this approach. The structured investigation process categorizes root causes across integration and UI data issues, recommending ranked solutions and REST integration approaches.

When should I not use custom Apex sharing in Salesforce data modeling?

You should avoid custom Apex sharing in Salesforce data modeling when standard sharing rules or role hierarchy modifications can achieve the same access. Use Apex sharing only for complex, dynamic access requirements that standard settings cannot handle.