opencode-skills-collection 4.0.53 → 4.0.54

package/bundled-skills/salesforce-development/references/detailed-guide.md

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+# Salesforce Development - Detailed Guide
+
+> This file contains the detailed procedure and reference material extracted from `SKILL.md` for focused loading. The root skill defines activation, examples, safety constraints, and limitations.
+
+## Modern Architecture Guidance
+
+### Security and User Mode
+
+For current Apex development, make the intended data-access mode explicit.
+
+- Prefer `WITH USER_MODE` for SOQL/SOSL that should enforce the running user's object permissions, FLS, sharing, and other supported security controls.
+- Use user-mode DML or `Database` methods when the operation should enforce user permissions.
+- Use system mode only when elevated access is intentional and justified.
+- `WITH SECURITY_ENFORCED` is legacy guidance and should not be used for new API 67.0+ code.
+- API 67.0 changes the platform defaults for database operations and class sharing, so do not assume older API-version behavior applies to newer code.
+
+### Integration Pattern Selection
+
+Choose an integration pattern based on latency, volume, ownership, and reliability requirements:
+
+| Requirement | Preferred pattern |
+| --- | --- |
+| Synchronous request/response | REST or Composite API |
+| Large asynchronous data movement | Bulk API 2.0 |
+| Publish business events | Platform Events |
+| Detect Salesforce record changes | Change Data Capture |
+| High-scale event consumption | Pub/Sub API |
+| Salesforce outbound authentication | Named Credentials / External Credential |
+| New OAuth client configuration | External Client App |
+
+Do not select an API only because a record-count threshold is crossed. Evaluate data volume, latency, transaction boundaries, retry behavior, error handling, and monitoring.
+
+### Event-Driven Integration
+
+Prefer events over continuous polling when the platform and integration support it.
+
+Bulk API 2.0 supports event-driven job status and result notifications through Pub/Sub API, including partial query results. Use polling only when event-driven processing is unavailable or unnecessary.
+
+For asynchronous external calls, design for idempotency. A timeout does not prove that the remote operation failed; retrying a non-idempotent request can create duplicates.
+
+Use a stable idempotency key when the receiving system supports it.
+
+### Authentication
+
+For new Salesforce API integrations, prefer External Client Apps. Existing Connected Apps can continue to operate, but new Connected App creation is restricted from Spring '26.
+
+Prefer OAuth-based authentication over username/password SOAP `login()`. Salesforce has announced retirement of SOAP `login()` for API versions 31.0 through 64.0 in Summer '27.
+
+Never place private keys, client secrets, passwords, or long-lived access tokens in source code.
+
+### API Versioning
+
+Do not copy a hard-coded API version from an old example into a new integration.
+
+Use the API version appropriate for the target org and integration, and update it deliberately as platform versions change. Examples should use `{apiVersion}` when the exact version is not material.
+
+### Production Deployment
+
+For production metadata deployments, validate first:
+
+```bash
+sf project deploy validate --target-org my-prod --source-dir force-app --test-level RunLocalTests
+```
+
+If validation succeeds, use the returned job ID for:
+
+```bash
+sf project deploy quick --target-org my-prod --job-id <validation-job-id>
+```
+
+Quick deploy reuses the successful validation and therefore skips rerunning Apex tests. Do not use `project deploy quick` for sandboxes; use `project deploy start` or a dry run as appropriate.
+
+
+## Patterns
+
+### Lightning Web Component with Wire Service
+
+Use @wire decorator for reactive data binding with Lightning Data Service
+or Apex methods. @wire fits LWC's reactive architecture and enables
+Salesforce performance optimizations.
+
+// myComponent.js
+import { LightningElement, wire, api } from 'lwc';
+import { getRecord, getFieldValue } from 'lightning/uiRecordApi';
+import getRelatedRecords from '@salesforce/apex/MyController.getRelatedRecords';
+import ACCOUNT_NAME from '@salesforce/schema/Account.Name';
+import ACCOUNT_INDUSTRY from '@salesforce/schema/Account.Industry';
+
+const FIELDS = [ACCOUNT_NAME, ACCOUNT_INDUSTRY];
+
+export default class MyComponent extends LightningElement {
+  @api recordId;  // Passed from parent or record page
+
+  // Wire to Lightning Data Service (preferred for single records)
+  @wire(getRecord, { recordId: '$recordId', fields: FIELDS })
+  account;
+
+  // Wire to Apex method (for complex queries)
+  @wire(getRelatedRecords, { accountId: '$recordId' })
+  wiredRecords({ error, data }) {
+    if (data) {
+      this.relatedRecords = data;
+      this.error = undefined;
+    } else if (error) {
+      this.error = error;
+      this.relatedRecords = undefined;
+    }
+  }
+
+  get accountName() {
+    return getFieldValue(this.account.data, ACCOUNT_NAME);
+  }
+
+  get isLoading() {
+    return !this.account.data && !this.account.error;
+  }
+
+  // Reactive: changing recordId automatically re-fetches
+}
+
+// myComponent.html
+<template>
+  <lightning-card title={accountName}>
+    <template if:true={isLoading}>
+      <lightning-spinner alternative-text="Loading"></lightning-spinner>
+    </template>
+
+    <template if:true={account.data}>
+      <p>Industry: {industry}</p>
+    </template>
+
+    <template if:true={error}>
+      <p class="slds-text-color_error">{error.body.message}</p>
+    </template>
+  </lightning-card>
+</template>
+
+// MyController.cls
+public with sharing class MyController {
+  @AuraEnabled(cacheable=true)
+  public static List<Contact> getRelatedRecords(Id accountId) {
+    return [
+      SELECT Id, Name, Email, Phone
+      FROM Contact
+      WHERE AccountId = :accountId
+      WITH USER_MODE
+      LIMIT 100
+    ];
+  }
+}
+
+### Context
+
+- building LWC components
+- fetching Salesforce data
+- reactive UI
+
+### Bulkified Apex Trigger with Handler Pattern
+
+Apex triggers must be bulkified to handle 200+ records per transaction.
+Use handler pattern for separation of concerns, testability, and
+recursion prevention.
+
+// AccountTrigger.trigger
+trigger AccountTrigger on Account (
+  before insert, before update, before delete,
+  after insert, after update, after delete, after undelete
+) {
+  new AccountTriggerHandler().run();
+}
+
+// TriggerHandler.cls (base class)
+public virtual class TriggerHandler {
+  // Recursion prevention
+  private static Set<String> executedHandlers = new Set<String>();
+
+  public void run() {
+    String handlerName = String.valueOf(this).split(':')[0];
+
+    // Prevent recursion
+    String contextKey = handlerName + '_' + Trigger.operationType;
+    if (executedHandlers.contains(contextKey)) {
+      return;
+    }
+    executedHandlers.add(contextKey);
+
+    switch on Trigger.operationType {
+      when BEFORE_INSERT { this.beforeInsert(); }
+      when BEFORE_UPDATE { this.beforeUpdate(); }
+      when BEFORE_DELETE { this.beforeDelete(); }
+      when AFTER_INSERT { this.afterInsert(); }
+      when AFTER_UPDATE { this.afterUpdate(); }
+      when AFTER_DELETE { this.afterDelete(); }
+      when AFTER_UNDELETE { this.afterUndelete(); }
+    }
+  }
+
+  // Override in child classes
+  protected virtual void beforeInsert() {}
+  protected virtual void beforeUpdate() {}
+  protected virtual void beforeDelete() {}
+  protected virtual void afterInsert() {}
+  protected virtual void afterUpdate() {}
+  protected virtual void afterDelete() {}
+  protected virtual void afterUndelete() {}
+}
+
+// AccountTriggerHandler.cls
+public class AccountTriggerHandler extends TriggerHandler {
+  private List<Account> newAccounts;
+  private List<Account> oldAccounts;
+  private Map<Id, Account> newMap;
+  private Map<Id, Account> oldMap;
+
+  public AccountTriggerHandler() {
+    this.newAccounts = (List<Account>) Trigger.new;
+    this.oldAccounts = (List<Account>) Trigger.old;
+    this.newMap = (Map<Id, Account>) Trigger.newMap;
+    this.oldMap = (Map<Id, Account>) Trigger.oldMap;
+  }
+
+  protected override void afterInsert() {
+    createDefaultContacts();
+    notifySlack();
+  }
+
+  protected override void afterUpdate() {
+    handleIndustryChange();
+  }
+
+  // BULKIFIED: Query once, update once
+  private void createDefaultContacts() {
+    List<Contact> contactsToInsert = new List<Contact>();
+
+    for (Account acc : newAccounts) {
+      if (acc.Type == 'Prospect') {
+        contactsToInsert.add(new Contact(
+          AccountId = acc.Id,
+          LastName = 'Primary Contact',
+          Email = 'contact@' + acc.Website
+        ));
+      }
+    }
+
+    if (!contactsToInsert.isEmpty()) {
+      insert contactsToInsert;  // Single DML for all
+    }
+  }
+
+  private void handleIndustryChange() {
+    Set<Id> changedAccountIds = new Set<Id>();
+
+    for (Account acc : newAccounts) {
+      Account oldAcc = oldMap.get(acc.Id);
+      if (acc.Industry != oldAcc.Industry) {
+        changedAccountIds.add(acc.Id);
+      }
+    }
+
+    if (!changedAccountIds.isEmpty()) {
+      // Queue async processing for heavy work
+      System.enqueueJob(new IndustryChangeQueueable(changedAccountIds));
+    }
+  }
+
+  private void notifySlack() {
+    // Offload callouts to async
+    List<Id> accountIds = new List<Id>(newMap.keySet());
+    System.enqueueJob(new SlackNotificationQueueable(accountIds));
+  }
+}
+
+### Context
+
+- apex triggers
+- data operations
+- automation
+
+### Queueable Apex for Async Processing
+
+Use Queueable Apex for async processing with support for non-primitive
+types, monitoring via AsyncApexJob, and job chaining. Limit: 50 jobs
+per transaction, 1 child job when chaining.
+
+// IndustryChangeQueueable.cls
+public class IndustryChangeQueueable implements Queueable, Database.AllowsCallouts {
+  private Set<Id> accountIds;
+  private Integer retryCount;
+
+  public IndustryChangeQueueable(Set<Id> accountIds) {
+    this(accountIds, 0);
+  }
+
+  public IndustryChangeQueueable(Set<Id> accountIds, Integer retryCount) {
+    this.accountIds = accountIds;
+    this.retryCount = retryCount;
+  }
+
+  public void execute(QueueableContext context) {
+    try {
+      // Query with fresh data
+      List<Account> accounts = [
+        SELECT Id, Name, Industry, OwnerId
+        FROM Account
+        WHERE Id IN :accountIds
+        WITH USER_MODE
+      ];
+
+      // Process and make callout
+      for (Account acc : accounts) {
+        syncToExternalSystem(acc);
+      }
+
+      // Update records
+      updateRelatedOpportunities(accountIds);
+
+    } catch (Exception e) {
+      handleError(e);
+    }
+  }
+
+  private void syncToExternalSystem(Account acc) {
+    HttpRequest req = new HttpRequest();
+    req.setEndpoint('callout:ExternalCRM/accounts');
+    req.setMethod('POST');
+    req.setHeader('Content-Type', 'application/json');
+    req.setBody(JSON.serialize(new Map<String, Object>{
+      'salesforceId' => acc.Id,
+      'name' => acc.Name,
+      'industry' => acc.Industry
+    }));
+
+    Http http = new Http();
+    HttpResponse res = http.send(req);
+
+    if (res.getStatusCode() != 200 && res.getStatusCode() != 201) {
+      throw new CalloutException('Sync failed: ' + res.getBody());
+    }
+  }
+
+  private void updateRelatedOpportunities(Set<Id> accIds) {
+    List<Opportunity> oppsToUpdate = [
+      SELECT Id, Industry__c, AccountId
+      FROM Opportunity
+      WHERE AccountId IN :accIds
+      WITH USER_MODE
+    ];
+
+    Map<Id, Account> accountMap = new Map<Id, Account>([
+      SELECT Id, Industry FROM Account WHERE Id IN :accIds
+    ]);
+
+    for (Opportunity opp : oppsToUpdate) {
+      opp.Industry__c = accountMap.get(opp.AccountId).Industry;
+    }
+
+    if (!oppsToUpdate.isEmpty()) {
+      update oppsToUpdate;
+    }
+  }
+
+  private void handleError(Exception e) {
+    // Log error
+    System.debug(LoggingLevel.ERROR, 'Queueable failed: ' + e.getMessage());
+
+    // Retry only when the operation is idempotent. This example does not implement
+    // delayed exponential backoff; production integrations should use a durable,
+    // observable retry mechanism.
+    if (retryCount < 3) {
+      // Chain new job for retry
+      System.enqueueJob(new IndustryChangeQueueable(accountIds, retryCount + 1));
+    } else {
+      // Create error record for monitoring
+      insert new Integration_Error__c(
+        Type__c = 'Industry Sync',
+        Message__c = e.getMessage(),
+        Stack_Trace__c = e.getStackTraceString(),
+        Record_Ids__c = String.join(new List<Id>(accountIds), ',')
+      );
+    }
+  }
+}
+
+### Context
+
+- async processing
+- long-running operations
+- callouts from triggers
+
+### REST API Integration with External Client App
+
+New integrations should use External Client Apps (ECA) with OAuth 2.0. Existing
+Connected Apps continue to work, but creation of new Connected Apps is restricted
+from Spring '26. Use Named Credentials for Salesforce outbound callouts.
+
+// Node.js - JWT Bearer Flow (server-to-server)
+import jwt from 'jsonwebtoken';
+import fs from 'fs';
+
+class SalesforceClient {
+  protected accessToken: string | null = null;
+  protected instanceUrl: string | null = null;
+  private tokenExpiry: number = 0;
+
+  constructor(
+    private clientId: string,
+    private username: string,
+    private privateKeyPath: string,
+    protected apiVersion: string,
+    private loginUrl: string = 'https://login.salesforce.com'
+  ) {}
+
+  async authenticate(): Promise<void> {
+    // Check if token is still valid (5 min buffer)
+    if (this.accessToken && Date.now() < this.tokenExpiry - 300000) {
+      return;
+    }
+
+    const privateKey = fs.readFileSync(this.privateKeyPath, 'utf8');
+
+    // Create JWT assertion
+    const claim = {
+      iss: this.clientId,
+      sub: this.username,
+      aud: this.loginUrl,
+      exp: Math.floor(Date.now() / 1000) + 300  // 5 minutes
+    };
+
+    const assertion = jwt.sign(claim, privateKey, { algorithm: 'RS256' });
+
+    // Exchange JWT for access token
+    const response = await fetch(`${this.loginUrl}/services/oauth2/token`, {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/x-www-form-urlencoded' },
+      body: new URLSearchParams({
+        grant_type: 'urn:ietf:params:oauth:grant-type:jwt-bearer',
+        assertion
+      })
+    });
+
+    if (!response.ok) {
+      const error = await response.json();
+      throw new Error(`Auth failed: ${error.error_description}`);
+    }
+
+    const data = await response.json();
+    this.accessToken = data.access_token;
+    this.instanceUrl = data.instance_url;
+    this.tokenExpiry = Date.now() + 7200000;  // 2 hours
+  }
+
+  async query(soql: string): Promise<any> {
+    await this.authenticate();
+
+    const response = await fetch(
+      `${this.instanceUrl}/services/data/${this.apiVersion}/query?q=${encodeURIComponent(soql)}`,
+      {
+        headers: {
+          'Authorization': `Bearer ${this.accessToken}`,
+          'Content-Type': 'application/json'
+        }
+      }
+    );
+
+    if (!response.ok) {
+      await this.handleError(response);
+    }
+
+    return response.json();
+  }
+
+  async createRecord(sobject: string, data: object): Promise<any> {
+    await this.authenticate();
+
+    const response = await fetch(
+      `${this.instanceUrl}/services/data/${this.apiVersion}/sobjects/${sobject}`,
+      {
+        method: 'POST',
+        headers: {
+          'Authorization': `Bearer ${this.accessToken}`,
+          'Content-Type': 'application/json'
+        },
+        body: JSON.stringify(data)
+      }
+    );
+
+    if (!response.ok) {
+      await this.handleError(response);
+    }
+
+    return response.json();
+  }
+
+  private async handleError(response: Response): Promise<never> {
+    const error = await response.json();
+
+    if (response.status === 401) {
+      // Token expired, clear and retry
+      this.accessToken = null;
+      throw new Error('Session expired, retry required');
+    }
+
+    throw new Error(`API Error: ${JSON.stringify(error)}`);
+  }
+}
+
+// Usage
+const sf = new SalesforceClient(
+  process.env.SF_CLIENT_ID!,
+  process.env.SF_USERNAME!,
+  './certificates/server.key',
+  process.env.SF_API_VERSION!
+);
+
+const accounts = await sf.query(
+  "SELECT Id, Name FROM Account WHERE CreatedDate = TODAY"
+);
+
+### Context
+
+- external integration
+- REST API access
+- external client apps and connected apps
+
+### Bulk API 2.0 for Large Data Operations
+
+Use Bulk API 2.0 for operations on 10K+ records. Asynchronous processing
+with job-based workflow. Part of REST API with streamlined interface
+compared to original Bulk API.
+
+// Node.js - Bulk API 2.0 insert
+class SalesforceBulkClient extends SalesforceClient {
+
+  async bulkInsert(sobject: string, records: object[]): Promise<any> {
+    await this.authenticate();
+
+    // Step 1: Create job
+    const job = await this.createBulkJob(sobject, 'insert');
+
+    try {
+      // Step 2: Upload data (CSV format)
+      await this.uploadJobData(job.id, records);
+
+      // Step 3: Close job to start processing
+      await this.closeJob(job.id);
+
+      // Step 4: Poll for completion
+      return await this.waitForJobCompletion(job.id);
+
+    } catch (error) {
+      // Abort job on error
+      await this.abortJob(job.id);
+      throw error;
+    }
+  }
+
+  private async createBulkJob(sobject: string, operation: string): Promise<any> {
+    const response = await fetch(
+      `${this.instanceUrl}/services/data/${this.apiVersion}/jobs/ingest`,
+      {
+        method: 'POST',
+        headers: {
+          'Authorization': `Bearer ${this.accessToken}`,
+          'Content-Type': 'application/json'
+        },
+        body: JSON.stringify({
+          object: sobject,
+          operation,
+          contentType: 'CSV',
+          lineEnding: 'LF'
+        })
+      }
+    );
+
+    return response.json();
+  }
+
+  private async uploadJobData(jobId: string, records: object[]): Promise<void> {
+    // Convert to CSV
+    const csv = this.recordsToCSV(records);
+
+    await fetch(
+      `${this.instanceUrl}/services/data/${this.apiVersion}/jobs/ingest/${jobId}/batches`,
+      {
+        method: 'PUT',
+        headers: {
+          'Authorization': `Bearer ${this.accessToken}`,
+          'Content-Type': 'text/csv'
+        },
+        body: csv
+      }
+    );
+  }
+
+  private async closeJob(jobId: string): Promise<void> {
+    await fetch(
+      `${this.instanceUrl}/services/data/${this.apiVersion}/jobs/ingest/${jobId}`,
+      {
+        method: 'PATCH',
+        headers: {
+          'Authorization': `Bearer ${this.accessToken}`,
+          'Content-Type': 'application/json'
+        },
+        body: JSON.stringify({ state: 'UploadComplete' })
+      }
+    );
+  }
+
+  private async waitForJobCompletion(jobId: string): Promise<any> {
+    const maxWaitTime = 10 * 60 * 1000;  // 10 minutes
+    const pollInterval = 5000;  // fallback polling interval; prefer event-driven completion when available
+    const startTime = Date.now();
+
+    while (Date.now() - startTime < maxWaitTime) {
+      const response = await fetch(
+        `${this.instanceUrl}/services/data/${this.apiVersion}/jobs/ingest/${jobId}`,
+        {
+          headers: { 'Authorization': `Bearer ${this.accessToken}` }
+        }
+      );
+
+      const job = await response.json();
+
+      if (job.state === 'JobComplete') {
+        // Get results
+        return {
+          success: job.numberRecordsProcessed - job.numberRecordsFailed,
+          failed: job.numberRecordsFailed,
+          failedResults: job.numberRecordsFailed > 0
+            ? await this.getFailedResults(jobId)
+            : []
+        };
+      }
+
+      if (job.state === 'Failed' || job.state === 'Aborted') {
+        throw new Error(`Bulk job failed: ${job.state}`);
+      }
+
+      await new Promise(r => setTimeout(r, pollInterval));
+    }
+
+    throw new Error('Bulk job timeout');
+  }
+
+  private async getFailedResults(jobId: string): Promise<any[]> {
+    const response = await fetch(
+      `${this.instanceUrl}/services/data/${this.apiVersion}/jobs/ingest/${jobId}/failedResults`,
+      {
+        headers: { 'Authorization': `Bearer ${this.accessToken}` }
+      }
+    );
+
+    const csv = await response.text();
+    return this.parseCSV(csv);
+  }
+
+  private recordsToCSV(records: object[]): string {
+    if (records.length === 0) return '';
+
+    const headers = Object.keys(records[0]);
+    const rows = records.map(r =>
+      headers.map(h => this.escapeCSV(r[h])).join(',')
+    );
+
+    return [headers.join(','), ...rows].join('\n');
+  }
+
+  private escapeCSV(value: any): string {
+    if (value === null || value === undefined) return '';
+    const str = String(value);
+    if (str.includes(',') || str.includes('"') || str.includes('\n')) {
+      return `"${str.replace(/"/g, '""')}"`;
+    }
+    return str;
+  }
+}
+
+### Context
+
+- large data volumes
+- data migration
+- bulk operations
+
+### Salesforce DX with Scratch Orgs
+
+Source-driven development with disposable scratch orgs for isolated
+testing. Scratch orgs exist 7-30 days and can be created throughout
+the day, unlike sandbox refresh limits.
+
+// project-scratch-def.json - Scratch org definition
+{
+  "orgName": "MyApp Dev Org",
+  "edition": "Developer",
+  "features": ["EnableSetPasswordInApi", "Communities"],
+  "settings": {
+    "lightningExperienceSettings": {
+      "enableS1DesktopEnabled": true
+    },
+    "mobileSettings": {
+      "enableS1EncryptedStoragePref2": false
+    },
+    "securitySettings": {
+      "passwordPolicies": {
+        "enableSetPasswordInApi": true
+      }
+    }
+  }
+}
+
+// sfdx-project.json - Project configuration
+{
+  "packageDirectories": [
+    {
+      "path": "force-app",
+      "default": true,
+      "package": "MyPackage",
+      "versionName": "ver 1.0",
+      "versionNumber": "1.0.0.NEXT",
+      "dependencies": [
+        {
+          "package": "SomePackage@2.0.0"
+        }
+      ]
+    }
+  ],
+  "namespace": "myns",
+  "sfdcLoginUrl": "https://login.salesforce.com",
+  "sourceApiVersion": "67.0"
+}
+
+# Development workflow commands
+# 1. Create scratch org
+sf org create scratch \
+  --definition-file config/project-scratch-def.json \
+  --alias myapp-dev \
+  --duration-days 7 \
+  --set-default
+
+# 2. Push source to scratch org
+sf project deploy start --target-org myapp-dev
+
+# 3. Assign permission set
+sf org assign permset --name MyApp_Admin --target-org myapp-dev
+
+# 4. Import sample data
+sf data import tree --plan data/sample-data-plan.json --target-org myapp-dev
+
+# 5. Open org
+sf org open --target-org myapp-dev
+
+# 6. Run tests
+sf apex run test \
+  --code-coverage \
+  --result-format human \
+  --wait 10 \
+  --target-org myapp-dev
+
+# 7. Pull changes back
+sf project retrieve start --target-org myapp-dev
+
+### Context
+
+- development workflow
+- CI/CD
+- testing
+
+### 2nd Generation Package (2GP) Development
+
+2GP replaces 1GP with source-driven, modular packaging. Requires Dev Hub
+with 2GP enabled, namespace linked, and 75% code coverage for promoted
+packages.
+
+# Enable Dev Hub and 2GP in Setup:
+# Setup > Dev Hub > Enable Dev Hub
+# Setup > Dev Hub > Enable Unlocked Packages and 2GP
+
+# Link namespace (required for managed packages)
+sf package create \
+  --name "MyManagedPackage" \
+  --package-type Managed \
+  --path force-app \
+  --target-dev-hub DevHub
+
+# Create package version (beta)
+sf package version create \
+  --package "MyManagedPackage" \
+  --installation-key-bypass \
+  --wait 30 \
+  --code-coverage \
+  --target-dev-hub DevHub
+
+# Check version status
+sf package version list --packages "MyManagedPackage" --target-dev-hub DevHub
+
+# Promote to released (requires 75% coverage)
+sf package version promote \
+  --package "MyManagedPackage@1.0.0-1" \
+  --target-dev-hub DevHub
+
+# Install in sandbox for testing
+sf package install \
+  --package "MyManagedPackage@1.0.0-1" \
+  --target-org MySandbox \
+  --wait 20
+
+# CI/CD Pipeline (GitHub Actions)
+# .github/workflows/salesforce-ci.yml
+name: Salesforce CI
+
+on:
+  push:
+    branches: [main, develop]
+  pull_request:
+    branches: [main]
+
+jobs:
+  validate:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+
+      - name: Install Salesforce CLI
+        run: npm install -g @salesforce/cli
+
+      - name: Authenticate Dev Hub
+        run: |
+          echo "${{ secrets.SFDX_AUTH_URL }}" > auth.txt
+          sf org login sfdx-url --sfdx-url-file auth.txt --alias DevHub --set-default-dev-hub
+
+      - name: Create Scratch Org
+        run: |
+          sf org create scratch \
+            --definition-file config/project-scratch-def.json \
+            --alias ci-scratch \
+            --duration-days 1 \
+            --set-default
+
+      - name: Deploy Source
+        run: sf project deploy start --target-org ci-scratch
+
+      - name: Run Tests
+        run: |
+          sf apex run test \
+            --code-coverage \
+            --result-format human \
+            --wait 20 \
+            --target-org ci-scratch
+
+      - name: Delete Scratch Org
+        if: always()
+        run: sf org delete scratch --target-org ci-scratch --no-prompt
+
+### Context
+
+- packaging
+- ISV development
+- AppExchange
+
+
+## Sharp Edges
+
+### Governor Limits Apply Per Transaction, Not Per Record
+
+Severity: CRITICAL
+
+### @wire Results Are Cached and May Be Stale
+
+Severity: HIGH
+
+### LWC Properties Are Case-Sensitive
+
+Severity: MEDIUM
+
+### Null Pointer Exceptions in Apex Collections
+
+Severity: HIGH
+
+### Trigger Recursion Causes Infinite Loops
+
+Severity: CRITICAL
+
+### Cannot Make Callouts from Synchronous Triggers
+
+Severity: HIGH
+
+### Cannot Mix Setup and Non-Setup DML
+
+Severity: HIGH
+
+### Dynamic SOQL Is Vulnerable to Injection
+
+Severity: CRITICAL
+
+### Scratch Orgs Expire and Lose All Data
+
+Severity: MEDIUM
+
+### API Version Mismatches Cause Silent Failures
+
+Severity: MEDIUM
+
+
+## Validation Checks
+
+### SOQL Query Inside Loop
+
+Severity: ERROR
+
+SOQL in loops causes governor limit exceptions with bulk data
+
+Message: SOQL query inside loop. Query once outside the loop and use a Map.
+
+### DML Operation Inside Loop
+
+Severity: ERROR
+
+DML in loops hits 150 statement limit
+
+Message: DML operation inside loop. Collect records and perform single DML outside loop.
+
+### HTTP Callout in Trigger
+
+Severity: ERROR
+
+Synchronous triggers cannot make callouts
+
+Message: Callout in trigger. Use @future(callout=true) or Queueable with Database.AllowsCallouts.
+
+### Potential SOQL Injection
+
+Severity: ERROR
+
+Dynamic SOQL with string concatenation is vulnerable
+
+Message: Dynamic SOQL with concatenation. Use bind variables or String.escapeSingleQuotes().
+
+### Missing Explicit Data Access Mode
+
+Severity: WARNING
+
+Review Apex data access to ensure the intended user/system security model is explicit.
+Prefer `WITH USER_MODE` for user-context SOQL/SOSL and user-mode DML where appropriate.
+
+### Hardcoded Salesforce ID
+
+Severity: WARNING
+
+Record IDs differ between orgs
+
+Message: Hardcoded Salesforce ID. Query by DeveloperName or ExternalId instead.
+
+### Hardcoded Credentials
+
+Severity: ERROR
+
+Credentials must use Named Credentials or Custom Metadata
+
+Message: Hardcoded credentials. Use Named Credentials or Custom Metadata.
+
+### Unnecessary DOM Manipulation in LWC
+
+Severity: WARNING
+
+Prefer declarative template rendering and component state. When DOM access is
+actually required, scope it to elements owned by the component; prefer `lwc:ref`
+and `this.refs` where appropriate.
+
+### Unnecessary @track Usage
+
+Severity: INFO
+
+LWC fields are reactive by default. Use `@track` only when you need deep
+tracking of mutations to properties of plain objects or elements of arrays.
+Prefer assigning a new object or array instead of mutating state in place.
+
+### Wire Without Refresh After DML
+
+Severity: WARNING
+
+Cached wire data becomes stale after updates
+
+Message: DML after @wire without refreshApex. Data may be stale.
+
+
+## Collaboration
+
+### Delegation Triggers
+
+- user needs external API integration -> backend (REST API design, external system sync)
+- user needs complex UI beyond LWC -> frontend (Custom portal with React/Next.js)
+- user needs HubSpot integration -> hubspot-integration (Salesforce-HubSpot sync patterns)
+- user needs data warehouse sync -> data-engineer (ETL from Salesforce to warehouse)
+- user needs payment processing -> stripe-integration (Beyond Salesforce Billing)
+- user needs advanced auth -> auth-specialist (SSO, SAML, custom portals)