opspal-salesforce

Interactive guide for Salesforce flow activation with comprehensive troubleshooting

Predict report and dashboard abandonment using leading indicators (ownership changes, usage velocity, dependency staleness)

Analyze Lightning Pages and Classic Layouts for quality, performance, and UX optimization opportunities

View and retrieve Salesforce debug logs with filtering and analysis options

[REDIRECTS TO opspal-core] Link Asana project(s) to current directory

[REDIRECTS TO opspal-core] Update Asana tasks based on local work

Launch interactive permission set assessment wizard to discover fragmentation and plan consolidation

Run comprehensive Salesforce automation audit with conflict detection and remediation planning

Comprehensive 6-month usage audit for Salesforce reports and dashboards

Autonomous bulk Salesforce operations with checkpointing, validation, and audit trails

Detect trust erosion signals in Salesforce reports and dashboards (shadow reports, metric inconsistencies, ownership abandonment)

[REDIRECTS TO opspal-core] Check and install plugin dependencies

Generate compliance reports for SOC2, GDPR, HIPAA with security configuration audits

Check Context7 MCP server status and agent integration

Run comprehensive pre-flight validation before CPQ assessments

Interactive wizard to create permission sets from templates with complexity tracking and segmentation support

Interactive wizard to create Apex triggers from templates with test classes

Interactive wizard for creating validation rules using templates or custom formulas

Clean up expired trace flags and old debug logs from a Salesforce org

Start debug log capture for a Salesforce org with configurable presets

Stop debug log capture and cleanup trace flags on a Salesforce org

Unified interface for Salesforce Account deduplication operations with Type 1/2 error prevention

Deploy Salesforce layouts (FlexiPages, Layouts, CompactLayouts) with validation, backup, and profile assignments

Deploy a report from template with automated field resolution

Generate optimized Salesforce Lightning Page using proven fieldInstance pattern and AI-guided persona templates

Diagnose and fix Salesforce report access issues by analyzing report type permission requirements

Extract reports and dashboards created by a specific user and generate reusable templates

Add an element to a Salesforce Flow with natural language and real-time complexity tracking

Analyze existing Salesforce Flow for logical segment patterns, complexity distribution, and segmentation recommendations.

Run comprehensive Flow diagnostic workflows combining preflight, execution, and coverage analysis

Safe minor edits to Salesforce Flows without segmentation overhead. Best for quick changes to simple flows.

Extract flow elements into a separate subflow. Supports segment-based, element-based, and interactive selection.

Interactive wizard for segment-by-segment Flow building with complexity tracking and templates

Retrieve and parse Salesforce debug logs for Flow execution analysis

Run pre-flight validation checks before Flow execution or deployment

Complete the current segment in a Salesforce Flow with comprehensive validation

List all segments in a Salesforce Flow with summary statistics and recommendations

Start a new segment in a Salesforce Flow with complexity tracking and template guidance

Get status of current or all segments in a Salesforce Flow with complexity tracking

Execute Salesforce Flow with test data and capture execution results

Show all versions of a Salesforce Flow with status, activation info, and version comparison

[REDIRECTS TO opspal-core] Initialize project structure

Convert Leads to Contacts/Accounts with duplicate prevention and optional Opportunity creation

Real-time debug log monitoring for a Salesforce org with filtering and alerting

Test Playwright browser automation setup and session status for Salesforce

Generate comprehensive Q2C/CPQ configuration audit with automated diagram generation

Execute fresh QA tests against the current Salesforce org state

Review and analyze existing QA test reports without executing new tests

Display routing system rules, complexity scoring, and agent selection guide

Evaluate dashboard component actionability using 5-criteria weighted scoring to identify vanity metrics

Analyze Lightning Record Page field assignments for any Salesforce object

Analyze task and suggest the most appropriate specialized agent

Interactive wizard for assigning users and accounts to territories

Discover and analyze current territory configuration with health metrics and hierarchy visualization

Pre-validate territory operations before execution to prevent errors

Unified interface for Lead/Contact/Account upsert operations with matching, enrichment, and conversion

Run pre-deployment validation for Salesforce custom approval frameworks

Run pre-deployment validation for Lightning Web Components (LWC)

Analyze closed deals to extract win/loss patterns and competitive intelligence

Automatically routes for Apex debug analysis.

Retrieves verified industry benchmarks from authoritative sources with full citations.

Generates compliance reports for SOC2, GDPR, HIPAA requirements.

Automatically routes for batch Flow operations.

Automatically routes for Flow diagnostics.

Automatically routes for Flow log analysis.

Automatically routes for Flow segmentation.

Automatically routes for Flow templates.

Automatically routes for Flow testing.

MUST BE USED for permission set creation.

Automatically routes for permission segmentation.

Automatically routes for response validation.

Automatically routes for advocate assignment.

Use PROACTIVELY for agent governance.

Use PROACTIVELY for Apex development.

Use PROACTIVELY for Apex development.

Use PROACTIVELY for API monitoring.

MUST BE USED for architecture audits.

Orchestrates Salesforce Assignment Rules for Lead and Case objects with conflict detection, metadata deployment, and automation integration

Autonomous bulk DML orchestrator with batched execution, parallel validation, checkpointing, and audit trails for large-scale Salesforce data operations

Read-only sub-agent that validates bulk operation batch results by querying Salesforce to confirm expected values

Automatically routes for SF CLI execution.

Use PROACTIVELY for communication features.

Use PROACTIVELY for compliance requirements.

MUST BE USED for deployment conflicts.

Use PROACTIVELY for CPQ configuration.

Automatically routes for CSV enrichment.

Automatically routes for dashboard analysis.

Use PROACTIVELY for dashboard design.

Automatically routes for dashboard migration.

Automatically routes for dashboard optimization.

Automatically routes for data exports.

Automatically routes for mock data generation.

Automatically routes for data imports.

MUST BE USED for data import/export operations.

Automatically routes for safe deduplication.

Use PROACTIVELY for dependency analysis.

Use PROACTIVELY for read-only Salesforce org discovery, object/flow/permission inventory, and discovery-heavy investigation.

Use PROACTIVELY for Einstein configuration.

Manages data enrichment for upserted records.

MUST BE USED for Salesforce field analysis, pricing-field audits, validation dependencies, and field usage investigations.

Use PROACTIVELY for integrations.

Use PROACTIVELY for layout analysis.

MUST BE USED for layout deployments.

Use PROACTIVELY for layout generation.

Automated Lead conversion with match-then-convert workflow.

Use PROACTIVELY for Lightning development.

Automatically routes for Lucid diagrams.

MUST BE USED for object or field merges.

Use PROACTIVELY for metadata analysis.

MUST BE USED for metadata management.

Automatically routes for metadata deploys.

Use PROACTIVELY for object audits.

Handles ownership assignment for upserted records.

Use PROACTIVELY for performance optimization.

Use PROACTIVELY for permission assessment.

MUST BE USED as the canonical entrypoint for Salesforce permission/security writes.

MUST BE USED for Salesforce implementation planning, solution design, architecture tradeoffs, rollout sequencing, and pre-build impact analysis.

Use PROACTIVELY for quality auditing.

Use PROACTIVELY for complex SOQL queries.

Use PROACTIVELY for remediation execution.

Automatically routes for renewal imports.

Use PROACTIVELY for report design.

Automatically routes for report template deployment.

Automatically routes for report type management.

Automatically routes for report validation.

Automatically routes for report usage audits.

Use PROACTIVELY for RevOps coordination.

Use PROACTIVELY for sales operations.

Salesforce security administration specialist for audits, profile/role/sharing work, and downstream permission orchestration support.

Use PROACTIVELY for Service Cloud configuration.

MUST BE USED for org discovery, schema inspection, metadata drift checks, and pre-change Salesforce state capture.

Manages Salesforce Territory2 user and account assignments.

Executes Salesforce Territory2 changes with validation and rollback support.

Read-only analysis of Salesforce Territory2 configuration.

Monitors Salesforce Territory2 operations and health.

MUST BE USED for territory management operations. Coordinates Territory2 model lifecycle, hierarchy, and user/account assignments with rollback.

Designs Salesforce Territory2 structures and plans territory changes.

Use PROACTIVELY for UI customization.

Manages error queue for failed upsert operations.

Intelligent matching engine for Lead/Contact/Account upsert operations.

MUST BE USED for Lead/Contact/Account upsert operations.

> **MANDATORY**: Use the correct activity field when querying Tasks/Events. Using the wrong field returns incomplete data silently.

> **MANDATORY**: ALL bulk update/delete operations on production data MUST pause for explicit user confirmation before execution.

**You are an EXECUTION agent, not a planning agent.** When delegated an investigation or discovery task:

**MANDATORY for all data operations**: Always specify the target org explicitly using `-o` flag.

Use `scripts/lib/instance-agnostic-toolkit.js` whenever Salesforce work would otherwise depend on hardcoded org aliases, field API names, validation bypasses, or bespoke recovery logic.

---

> **MANDATORY**: Before creating or deploying custom fields, check for soft-deleted fields with the same API name.

**MANDATORY for all SOQL queries via CLI**: Use shell-safe operators.

> **MANDATORY**: Validate all fields before executing SOQL queries to prevent INVALID_FIELD errors.

> **MANDATORY**: When querying Account Owners for territory assignment, lead routing, or ownership analysis, ALWAYS filter out system/integration users.

MUST BE USED for Apex trigger creation.

Automatically routes for trigger segmentation.

MUST BE USED for validation rule creation.

Automatically routes for validation rule segmentation.

Analyzes closed deals to extract win/loss patterns and competitive intelligence.

Seven-phase framework for Salesforce Lead/Case assignment rule design, validation, deployment, and conflict prevention.

Salesforce automation audit methodology. Use when auditing Flows, Process Builders, Workflow Rules, Apex Triggers, or automation conflicts. Provides namespace detection, business process classification, cascade mapping, migration rationale, and risk-based phasing.

Salesforce automation feasibility analysis and building patterns. Use when creating flows, process builders, workflow rules, approval processes, or analyzing automation feasibility. Provides capability matrix, feasibility scoring, template library, and CLI commands for automation development.

Salesforce Compact Layout design and management. Use when selecting fields for the highlights panel, creating visual indicators, or deploying compact layouts via CLI/API. Covers mobile optimization and record type assignments.

Salesforce CPQ assessment methodology. Use when evaluating CPQ configuration, pricing rules, product bundles, discount schedules, or quote templates. Provides structured audit framework with data quality protocols and error taxonomy for keep/optimize/remove recommendations.

Continuous Salesforce data-quality operations for field population monitoring, integration health checks, null handling governance, and anomaly response. Use when running recurring data-quality management rather than one-time readiness checks.

Stateful Salesforce deployment control for retrieve-compare-validate-deploy-verify loops with idempotent re-runs and rollback checkpoints. Use when deployments span multiple cycles or require strict state verification.

Salesforce deployment validation and error recovery methodology. Use when deploying metadata, validating deployments, recovering from deployment errors, managing rollbacks, or planning deployment sequences. Provides comprehensive pre-deployment validation, error recovery patterns, and dependency ordering.

Enforce field-level metadata dependency integrity across record types, picklists, and formulas.

Salesforce Flow diagnostics and observability framework for test strategy, execution tracing, failure triage, production monitoring, and rollback signals. Use when flows fail or degrade in runtime.

Salesforce Flow production incident response framework for runtime diagnostics, service restoration, rollback triggers, and post-incident hardening. Use when active flow behavior is causing operational incidents.

Flow Scanner Integration - Auto-fix, SARIF output, configuration-driven validation

Flow segmentation methodology for complexity management, pattern detection, and safe editing. Use when editing flows, extracting subflows, or managing flow complexity.

Salesforce Flow XML lifecycle orchestration for authoring, design selection, validation, testing, deployment, monitoring, and rollback. Use when handling complete Flow delivery beyond isolated segment edits.

Harden inline Node execution in shell hooks with deterministic IO contracts and failure propagation.

Standardize Salesforce hook log size rotation and retention to prevent oversized files and runaway disk growth.

Salesforce joined-report engineering framework for multi-block design, cross-block formulas, deployment validation, and performance troubleshooting. Use when building or stabilizing joined reports beyond basic report type selection.

Salesforce layout CLI and API operations. Use when creating, retrieving, modifying, or deploying page layouts, Lightning Record Pages, and Compact Layouts via command line or Metadata API.

Persona-based page layout planning for Salesforce. Use when designing layouts for different user roles, deciding field placement, or planning section organization. Provides decision frameworks for Classic Layouts, Lightning Record Pages, and Compact Layouts.

Lightning Record Page design and deployment guidance. Use when building Lightning pages in App Builder, selecting page templates, adding components, configuring dynamic visibility, or deploying FlexiPages via CLI/API.

Salesforce metadata dependency analysis and safe deletion patterns. Use when deleting fields, analyzing metadata dependencies, managing circular references, or planning deployment order. Provides dependency analysis, safe deletion workflows, and ordering rules.

Salesforce operational readiness baseline combining environment configuration and data-quality health checks. Use when preparing execution environments, MCP contexts, and pre-assessment data quality controls.

Harden package.xml interpretation and enforcement for metadata dependency safety.

Salesforce performance optimization methodology and investigation tools. Use when optimizing slow queries, managing governor limits, monitoring system health, or improving overall org performance. Provides investigation patterns, query optimization techniques, bulk operation patterns, and performance benchmarking.

Salesforce report API lifecycle for format selection, REST vs Metadata API implementation, joined report handling, validation, deployment, and optimization. Use when creating or modifying reports end-to-end via API.

Keep hook-call contracts aligned with report/dashboard validator module exports and payload shapes.

Salesforce report type discovery, field mapping, and format compatibility. Use when discovering report types, mapping UI names to API tokens, selecting report formats, or creating custom report types. Provides report type catalog, field discovery patterns, and format selection guidance.

Revenue Operations assessment methodology for Salesforce. Use when evaluating GTM architecture, pipeline health, sales processes, forecast accuracy, or performing RevOps audits. Provides statistical analysis frameworks, health scoring, industry benchmarks, and data-driven recommendations.

Automate post-assessment hook workflows from assessment completion to planning triggers and knowledge sync.

Control Salesforce hook-injected context size with deterministic prioritization, token budgets, and overflow markers.

Salesforce deployment quality-gate framework for pre-deploy validation orchestration, report/flow checks, and post-deploy state verification. Use when hardening deployment safety hooks.

Salesforce hook governance framework for risk scoring, approval gating, tiered tool restrictions, and audit-trail enforcement across agent operations. Use when defining or troubleshooting policy enforcement hooks.

Salesforce hook reliability framework using circuit-breaker patterns for failure containment, cooldown recovery, and safe bypass behavior during hook instability.

Salesforce metadata best practices and naming conventions. Use when creating fields, objects, flows, validation rules, or reviewing metadata quality. Provides standards for API names, formulas, and deployment validation.

Salesforce notification and stop-hook automation framework for matcher-based notifications and prompt-based stop triggers for quality and release coordination workflows.

Salesforce org-alias and path compliance framework for preventing hardcoded org aliases and enforcing correct project-location conventions in hooks and generated artifacts.

Salesforce org context detection framework for auto-detecting target org, loading org quirks, and propagating consistent execution context across hooks and agents.

Manage hook workflows for permission sync and post-field-deployment readiness validation.

Salesforce query safety framework for SOQL and jq preflight validation, command linting, and prevention of unsafe query/transform patterns in hooks.

Operate telemetry and API quota tracking hooks for Salesforce command workflows and alert thresholds.

Salesforce task risk-routing framework for mandatory agent selection on high-risk operations, advisory routing for medium risk, and enforcement hooks for task safety.

Salesforce Screen Flow hybrid-delivery framework for automation feasibility, XML-vs-UI boundaries, manual-step handoff templates, and expectation-setting. Use when Screen Flow work cannot be fully automated end-to-end.

Salesforce security administration governance and common mistake prevention. Use when managing profiles, permission sets, roles, sharing rules, field-level security, or user provisioning. Provides governance rules, LLM error prevention, permission patterns, and audit requirements.

Handle large Salesforce query result sets safely using LIMIT, pagination, and chunked extraction workflows.

Salesforce Territory2 management methodology. Use when managing territory models, hierarchies, user assignments, account assignments, or territory planning.

Salesforce Territory2 runtime operations framework for testing, deployment activation, monitoring, and troubleshooting. Use when territory changes are moving through production lifecycle and require operational safeguards.

Salesforce Apex trigger development lifecycle for design, handler architecture, bulkification, testing, deployment, and troubleshooting. Use when building or modifying triggers beyond basic references, especially for production-safe rollout.

Salesforce upsert compliance and forensics framework for evidence-grade audit trails, incident reconstruction, control validation, and escalation reporting.

Salesforce upsert governance and observability controls for ownership routing, audit logging, operational transparency, and incident troubleshooting. Use when upsert operations require compliance-grade traceability and routing assurance.

Lead/Contact/Account upsert methodology including matching, enrichment, conversion, and error handling. Use when importing data, matching records, converting Leads, or handling upsert errors.

Salesforce validation-rule impact analysis framework for pre-deploy blast-radius estimation, phased rollout planning, production monitoring, and risk-based rollback decisions.

End-to-end Salesforce validation rule lifecycle for design, testing, deployment, monitoring, rollback, and segmented rule evolution. Use when implementing or operating validation rules beyond formula authoring.

Validation rule formula patterns and templates for Salesforce. Use when creating validation rules, writing formula logic, or reviewing existing rules for optimization.

Preserve Salesforce metadata XML semantic fidelity across parse, transform, and reserialization paths.