salesforce-expert

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.”