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package/.cursor/skills/sf-flow-development/SKILL.md

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+---
+name: sf-flow-development
+description: >-
+  Salesforce Flow development — flow types, patterns, bulkification, error handling, testing, subflows, Flow vs Apex. Use when building or reviewing Flows. Do NOT use for pure Apex or Platform Event architecture.
+---
+
+# Salesforce Flow Development
+
+Procedures for building, testing, and maintaining Salesforce Flows. Flow type details, governor limits, bulkification rules, and the Flow vs Apex decision matrix live in the reference file.
+
+@../_reference/FLOW_PATTERNS.md
+
+## When to Use
+
+- Building or debugging Salesforce Flows (record-triggered, screen, scheduled, autolaunched, orchestration)
+- Deciding between Flow and Apex for automation
+- Configuring fault paths, bulkification, or governor-safe flow patterns
+- Implementing subflows, versioning, or modular flow design
+- Migrating from Process Builder to Record-Triggered Flows
+
+---
+
+## Before Save: Field Updates (Recommended Pattern)
+
+```
+Flow: ACC_SetAccountPriority (Before Save, Account, before insert OR before update)
+Entry Condition: {!$Record.AnnualRevenue} >= 1000000
+
+Steps:
+  1. Assignment: {!$Record.Priority__c} = "High"
+  2. Assignment: {!$Record.Tier__c} = "Enterprise"
+
+Notes:
+  - No Get Records, Update Records, or Create Records elements allowed
+  - No DML of any kind
+  - Very fast — runs in memory before DB write
+```
+
+## After Save: Related Record Creation
+
+```
+Flow: OPP_CreateNegotiationTask (After Save, Opportunity, after update)
+Entry Condition: {!$Record.StageName} = "Negotiation"
+                 AND {!$Record.StageName} <> {!$Record__Prior.StageName}
+
+Steps:
+  1. Get Records: User WHERE Id = {!$Record.OwnerId}
+  2. Create Records: Task (
+       Subject = "Review negotiation checklist"
+       WhatId = {!$Record.Id}
+       OwnerId = {!$Record.OwnerId}
+       ActivityDate = TODAY() + 3
+       Priority = "High"
+     )
+```
+
+---
+
+## Before Save vs After Save Decision
+
+```
+Need to update the SAME record's fields?
+  -> Before Save (no DML counted, faster)
+  Note: Before Save flows cannot use Get Records or DML elements,
+  but CAN access parent fields via cross-object formula references
+  (e.g., {!$Record.Account.Name}).
+
+Need to create/update OTHER records?
+  -> After Save (can do DML on other objects)
+
+Need to send emails or call external services?
+  -> After Save (outbound actions need committed record)
+```
+
+---
+
+## Bulkification Patterns
+
+### DML Outside the Loop (Critical)
+
+```
+BAD:
+  Loop: For each Contact in {!Contacts}
+    |
+    +-> Update Records: Contact  <- DML inside loop = 1 DML per record
+
+GOOD:
+  Loop: For each Contact in {!Contacts}
+    |
+    +-> Assignment: Add to contactsToUpdate collection
+
+  Update Records: {!contactsToUpdate}  <- Single DML for entire collection
+```
+
+### SOQL Outside the Loop
+
+```
+BAD:
+  Loop: For each Opportunity in {!Opportunities}
+    |
+    +-> Get Records: Account WHERE Id = {!loopVar.AccountId}  <- SOQL per record
+
+GOOD:
+  Get Records: Account WHERE Id IN {!opportunityAccountIds}  <- single query
+
+  Loop: For each Opportunity in {!Opportunities}
+    |
+    +-> (Use data from pre-fetched collection, no SOQL)
+
+  Heap warning: If pre-fetch returns 10K+ records, the collection may
+  exceed the heap size limit (see @../_reference/GOVERNOR_LIMITS.md). Filter aggressively, or move to Batch Apex.
+```
+
+---
+
+## Subflows: Modular Design
+
+```
+Parent Flow: SCR_CustomerOnboarding (Screen Flow)
+  |
+  +-- Subflow: VAL_ValidateAddress (Autolaunched)
+  |     Input:  {!streetAddress}, {!city}, {!state}
+  |     Output: {!isValidAddress}, {!normalizedAddress}
+  |
+  +-- Subflow: INT_CreateCRMAccount (Autolaunched)
+  |     Input:  {!accountData}
+  |     Output: {!newAccountId}
+  |
+  +-- Subflow: NOT_SendWelcomeEmail (Autolaunched)
+        Input:  {!accountId}, {!contactEmail}
+```
+
+Variables passed between parent and subflow must be marked as available for input/output in the subflow definition.
+
+---
+
+## Error Handling: Fault Connectors
+
+Every element that can fail should have a fault connector.
+
+```
+[Update Records: Update Account]
+         |
+         +-(SUCCESS)-> [Next Step]
+         |
+         +-(FAULT)-> [Assignment: errorMessage =
+                       "Failed: " + {!$Flow.FaultMessage}]
+                         |
+                         +-> [Screen: Display Error to User]
+                              OR
+                              +-> [Create Records: Error_Log__c]
+                              OR
+                              +-> [Custom Notification: Notify Admin]
+```
+
+---
+
+## Get Records Best Practices
+
+```
+Element: Get Records
+Object: Contact
+Filter: AccountId = {!$Record.Id} AND IsActive__c = true
+Store All Records: No (when you need just one) / Yes (for a collection)
+
+Tips:
+  - Add filter conditions to reduce records returned
+  - Select only the fields you need
+  - Use "Only the first record" when you need a single result
+  - Filter on indexed fields when possible (Id, OwnerId, ExternalId__c)
+```
+
+---
+
+## Custom Labels and Custom Metadata in Flows
+
+### Custom Labels
+
+```
+Formula Resource:
+  Name: FormattedMessage
+  Data Type: Text
+  Value: {!$Label.Welcome_Message} & " " & {!ContactRecord.FirstName}
+```
+
+### Custom Metadata Types
+
+```
+Get Records:
+  Object: Service_Config__mdt
+  Filter: DeveloperName = "Production"
+  Fields: Endpoint_URL__c, Timeout_Ms__c
+```
+
+---
+
+## Testing Flows
+
+### Apex Test Coverage for Record-Triggered Flows
+
+```apex
+@IsTest
+public class OppNegotiationFlowTest {
+
+    @TestSetup
+    static void setup() {
+        Account acc = TestDataFactory.createAccount('Test Account');
+        insert acc;
+    }
+
+    @IsTest
+    static void testNegotiationTask_stageChanged_createsTask() {
+        Account acc = [SELECT Id FROM Account LIMIT 1];
+
+        Opportunity opp = new Opportunity(
+            Name      = 'Test Opp',
+            AccountId = acc.Id,
+            StageName = 'Prospecting',
+            CloseDate = Date.today().addDays(30),
+            Amount    = 50000
+        );
+        insert opp;
+
+        Test.startTest();
+        opp.StageName = 'Negotiation';
+        update opp;
+        Test.stopTest();
+
+        List<Task> tasks = [SELECT Subject, Priority
+            FROM Task WHERE WhatId = :opp.Id];
+        System.assertEquals(1, tasks.size());
+        System.assertEquals('Review negotiation checklist', tasks[0].Subject);
+    }
+
+    @IsTest
+    static void testNegotiationTask_bulk_createsTasksForAll() {
+        Account acc = [SELECT Id FROM Account LIMIT 1];
+
+        List<Opportunity> opps = new List<Opportunity>();
+        for (Integer i = 0; i < 200; i++) {
+            opps.add(new Opportunity(
+                Name      = 'Bulk Opp ' + i,
+                AccountId = acc.Id,
+                StageName = 'Prospecting',
+                CloseDate = Date.today().addDays(30),
+                Amount    = 1000 * i
+            ));
+        }
+        insert opps;
+
+        Test.startTest();
+        for (Opportunity opp : opps) { opp.StageName = 'Negotiation'; }
+        update opps;
+        Test.stopTest();
+
+        Integer taskCount = [SELECT COUNT() FROM Task WHERE WhatId IN :opps];
+        System.assertEquals(200, taskCount);
+    }
+}
+```
+
+---
+
+## New Screen Flow Components (Spring '26)
+
+Five native Screen Flow components that eliminate the need for custom LWC in common patterns:
+
+| Component | Best For |
+|-----------|----------|
+| **Kanban Board** | Stage/status reassignment wizards, visual prioritization |
+| **Message** | Confirmation prompts, warnings before destructive steps |
+| **File Preview** | Document review steps in approval flows |
+| **Integrated Approval** | Wizard-based approval flows where reps submit and track |
+| **Editable Data Table** | Mass-edit child records within a guided wizard |
+
+---
+
+## Record-Triggered Flows on Files (Spring '26)
+
+Record-Triggered Flows now support `ContentVersion` as a triggering object.
+
+```
+Object: ContentVersion
+Trigger: A record is created or updated
+Entry Conditions:
+  - {!$Record.FileExtension} = 'pdf'
+  - {!$Record.Title} Does NOT Contain 'DRAFT'
+
+Use cases:
+  - Auto-tag documents based on filename patterns
+  - Notify a team when a contract document is uploaded
+  - Create audit log when a sensitive file type is uploaded
+```
+
+---
+
+## Orchestration Flow Design
+
+Orchestration Flows manage long-running, multi-step processes spanning hours or days.
+
+```
+Orchestration Flow: Employee_Onboarding
++-- Stage 1: "System Setup"
+|   +-- Background Step: Create user account (Autolaunched Flow)
+|   +-- Background Step: Provision email (Autolaunched Flow)
++-- Stage 2: "HR Review"
+|   +-- Interactive Step: Complete onboarding form (Screen Flow -> HR Manager)
++-- Stage 3: "Equipment & Access"
+|   +-- Interactive Step: Order equipment (Screen Flow -> IT Team queue)
+|   +-- Background Step: Grant system permissions (Autolaunched Flow)
++-- Stage 4: "Orientation"
+    +-- Interactive Step: Schedule orientation (Screen Flow -> Employee)
+```
+
+### Key Design Principles
+
+- Stages execute sequentially -- Stage 2 waits for all Stage 1 steps
+- Steps within a stage can run in parallel
+- Interactive steps pause the orchestration until the assigned user completes the Screen Flow
+- Background steps run automatically using Autolaunched Flows
+- Define fault paths on background steps to prevent stalled orchestrations
+
+---
+
+## Flow Versioning and Activation
+
+```
+Each Flow has:
+  - Multiple versions (v1, v2, v3...)
+  - Only ONE active version at a time
+  - Inactive versions can be tested without activating
+
+Deployment:
+  - Deploying creates a new version
+  - Set status: Active in Flow metadata to auto-activate:
+```
+
+```xml
+<status>Active</status>
+```
+
+```bash
+sf project deploy start \
+    --metadata "Flow:OPP_CreateNegotiationTask" \
+    --target-org myOrg
+```
+
+---
+
+## Process Builder Migration
+
+```
+1. IDENTIFY — List all active Process Builders
+   sf data query -q "SELECT Id, MasterLabel, ProcessType FROM Flow
+     WHERE ProcessType = 'Workflow' AND Status = 'Active'" --json
+
+2. ANALYZE — Document trigger object, criteria, and actions
+
+3. CREATE — Build equivalent Record-Triggered Flow:
+   - Before Save Flow for field updates
+   - After Save Flow for create records, email alerts
+
+4. TEST — Deploy to sandbox, test with bulk data (200+ records)
+
+5. DEACTIVATE — Turn off Process Builder, monitor 1-2 weeks
+
+6. CLEANUP — Delete via destructiveChanges.xml
+```
+
+---
+
+## Related
+
+- Agent: `sf-flow-agent` -- for interactive, in-depth guidance
+- Constraints: sf-apex-constraints (for Apex-invoked flows)
+- Reference: @../_reference/FLOW_PATTERNS.md

package/.cursor/skills/sf-governor-limits/SKILL.md

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+---
+name: sf-governor-limits
+description: >-
+  Use when hitting Salesforce governor limits in Apex — SOQL, DML, heap, CPU optimization, async offloading, bulk processing strategies. Do NOT use for general Apex or LWC patterns.
+---
+
+# Governor Limits — Working Within Limits
+
+Salesforce governor limits prevent any single transaction from monopolizing shared infrastructure. Hitting a limit throws `System.LimitException`, which cannot be caught. This skill covers strategies and optimization procedures. See @../_reference/GOVERNOR_LIMITS.md for the complete limits reference table.
+
+@../_reference/GOVERNOR_LIMITS.md
+
+## When to Use
+
+- A transaction throws `System.LimitException` in production or tests
+- Reviewing Apex code for SOQL/DML-in-loop anti-patterns before deployment
+- Batch or trigger jobs intermittently hitting CPU or heap limits
+- Profiling a large data operation processing 200+ records
+- Optimizing a slow trigger handler or service class for bulk safety
+- Preparing for an ISV security review that checks governor limit compliance
+
+## Checking Limits Programmatically
+
+The `Limits` class provides real-time limit consumption. Use it defensively before expensive operations.
+
+```apex
+public class LimitAwareProcessor {
+    public void processIfSafe(List<Account> accounts) {
+        Integer soqlRemaining = Limits.getLimitQueries() - Limits.getQueries();
+        if (soqlRemaining < 5) {
+            System.debug(LoggingLevel.WARN,
+                'Low SOQL budget: ' + Limits.getQueries() + '/' +
+                Limits.getLimitQueries() + '. Deferring to async.');
+            if (Limits.getQueueableJobs() < Limits.getLimitQueueableJobs()
+                && !System.isBatch() && !System.isFuture()) {
+                System.enqueueJob(new AccountProcessorJob(extractIds(accounts)));
+            }
+            return;
+        }
+
+        Integer dmlRemaining = Limits.getLimitDmlStatements() - Limits.getDmlStatements();
+        if (dmlRemaining < 3) {
+            throw new LimitSafetyException(
+                'Insufficient DML budget. ' +
+                Limits.getDmlStatements() + '/' + Limits.getLimitDmlStatements() + ' used.'
+            );
+        }
+
+        Integer heapUsed = Limits.getHeapSize();
+        Integer heapLimit = Limits.getLimitHeapSize();
+        if (heapUsed > heapLimit * 0.75) {
+            System.debug(LoggingLevel.WARN, 'Heap at 75% — skipping optional enrichment.');
+        }
+
+        processInternal(accounts);
+    }
+
+    public class LimitSafetyException extends Exception {}
+}
+```
+
+---
+
+## SOQL Limit Strategies
+
+### Query Once, Store in Map
+
+The most impactful single optimization in Salesforce development.
+
+```apex
+public void processAccounts(List<Account> accounts) {
+    Set<Id> accountIds = new Set<Id>();
+    for (Account acc : accounts) accountIds.add(acc.Id);
+
+    Map<Id, List<Contact>> contactsByAccountId = new Map<Id, List<Contact>>();
+    for (Contact con : [SELECT Id, Email, AccountId FROM Contact WHERE AccountId IN :accountIds]) {
+        if (!contactsByAccountId.containsKey(con.AccountId)) {
+            contactsByAccountId.put(con.AccountId, new List<Contact>());
+        }
+        contactsByAccountId.get(con.AccountId).add(con);
+    }
+
+    for (Account acc : accounts) {
+        List<Contact> contacts = contactsByAccountId.get(acc.Id);
+        if (contacts != null) sendEmailsToContacts(contacts);
+    }
+}
+```
+
+### Use Aggregate Queries
+
+```apex
+// 1 query instead of 3
+Map<String, Integer> countsByType = new Map<String, Integer>();
+for (AggregateResult ar : [
+    SELECT Type, COUNT(Id) cnt FROM Account WHERE Type != null GROUP BY Type
+]) {
+    countsByType.put((String) ar.get('Type'), (Integer) ar.get('cnt'));
+}
+```
+
+---
+
+## DML Limit Strategies
+
+### Collect Records, Single DML After Loop
+
+```apex
+public void setDefaultTitle(List<Contact> contacts) {
+    List<Contact> toUpdate = new List<Contact>();
+    for (Contact con : contacts) {
+        if (String.isBlank(con.Title)) {
+            toUpdate.add(new Contact(Id = con.Id, Title = 'Business Contact'));
+        }
+    }
+    if (!toUpdate.isEmpty()) {
+        update toUpdate; // 1 DML regardless of list size
+    }
+}
+```
+
+### Partial Success DML
+
+```apex
+List<Database.SaveResult> results = Database.insert(accounts, false);
+List<String> errors = new List<String>();
+for (Integer i = 0; i < results.size(); i++) {
+    if (!results[i].isSuccess()) {
+        for (Database.Error err : results[i].getErrors()) {
+            errors.add(accounts[i].Name + ': ' + err.getMessage());
+        }
+    }
+}
+if (!errors.isEmpty()) ErrorLogger.log(errors);
+```
+
+### Unit of Work Pattern
+
+For complex transactions creating related records across multiple objects, collect all records and commit once to minimize DML statements.
+
+```apex
+SimpleUnitOfWork uow = new SimpleUnitOfWork();
+Account acc = new Account(Name = 'New Customer');
+uow.registerNew(acc);
+Contact primary = new Contact(LastName = 'Primary');
+uow.registerNew(primary, Contact.AccountId, acc);
+uow.commitWork(); // Minimal DML: inserts parent first, resolves IDs, then children
+```
+
+---
+
+## Heap Limit Strategies
+
+### Select Minimal Fields
+
+```apex
+// Use aggregate for count — do not load full sObjects just to count
+Integer count = [SELECT COUNT() FROM Account];
+
+// Select only fields the calling code needs
+List<Account> accounts = [SELECT Id, Name FROM Account WHERE Id IN :accountIds];
+```
+
+### Use Maps Instead of Parallel Lists
+
+```apex
+// Single data structure instead of two synchronized lists
+Map<Id, String> accountNameById = new Map<Id, String>();
+for (Account acc : accounts) {
+    accountNameById.put(acc.Id, acc.Name);
+}
+```
+
+### Nullify Large References When Done
+
+```apex
+List<SObject> largeDataSet = loadLargeDataSet();
+List<String> results = extractResults(largeDataSet);
+largeDataSet = null; // Eligible for garbage collection
+saveResults(results);
+```
+
+---
+
+## CPU Time Strategies
+
+### Use Maps Instead of Nested Loops
+
+```apex
+// O(n) using Set lookup instead of O(n^2) nested loop
+Set<Id> validAccountIds = new Set<Id>(new Map<Id, Account>(validAccounts).keySet());
+List<Contact> orphaned = new List<Contact>();
+for (Contact con : contacts) {
+    if (!validAccountIds.contains(con.AccountId)) {
+        orphaned.add(con);
+    }
+}
+```
+
+### Use String.join Instead of Concatenation in Loops
+
+```apex
+List<String> names = new List<String>();
+for (Account acc : accounts) names.add(acc.Name);
+String output = String.join(names, ', '); // One allocation
+```
+
+### Offload to Async When CPU Is High
+
+```apex
+if (Limits.getCpuTime() > 8000) { // 8 of 10 seconds used
+    System.enqueueJob(new AccountProcessorJob(
+        new List<Id>(new Map<Id, Account>(accounts).keySet())
+    ));
+    return;
+}
+performExpensiveProcessing(accounts);
+```
+
+---
+
+## Callout Limit Strategies
+
+### @future(callout=true) from Triggers
+
+Triggers cannot make synchronous callouts. Use @future to defer.
+
+```apex
+public class AccountERPSyncService {
+    @future(callout=true)
+    public static void syncToERP(List<Id> accountIds) {
+        List<Account> accounts = [
+            SELECT Id, Name, External_Id__c FROM Account WHERE Id IN :accountIds
+        ];
+        for (Account acc : accounts) ERPClient.syncAccount(acc);
+    }
+}
+```
+
+### Queueable for Callout Chains
+
+```apex
+public class SequentialCalloutJob implements Queueable, Database.AllowsCallouts {
+    private final List<Id> accountIds;
+    private final Integer currentIndex;
+
+    public SequentialCalloutJob(List<Id> accountIds) { this(accountIds, 0); }
+    private SequentialCalloutJob(List<Id> accountIds, Integer startIndex) {
+        this.accountIds = accountIds;
+        this.currentIndex = startIndex;
+    }
+
+    public void execute(QueueableContext ctx) {
+        final Integer CALLOUTS_PER_JOB = 90;
+        Integer end = Math.min(currentIndex + CALLOUTS_PER_JOB, accountIds.size());
+        for (Integer i = currentIndex; i < end; i++) {
+            ERPClient.syncAccount(accountIds[i]);
+        }
+        if (end < accountIds.size()) {
+            System.enqueueJob(new SequentialCalloutJob(accountIds, end));
+        }
+    }
+}
+```
+
+---
+
+## Async Decision Tree
+
+```
+User action that can complete in < 5s?     → Synchronous
+Processing > 200 records?                   → Batch Apex
+Callouts from a trigger?                    → @future(callout=true) or Queueable
+CPU exceeding 8000ms regularly?             → Profile first; then Queueable
+Recurring scheduled operation?              → Schedulable wrapping Batch/Queueable
+```
+
+---
+
+## Testing at Limits
+
+```apex
+@isTest
+static void testTrigger_200RecordBulkInsert_noLimitException() {
+    List<Account> accounts = new List<Account>();
+    for (Integer i = 0; i < 200; i++) {
+        accounts.add(new Account(Name = 'Bulk Test ' + i, Type = 'Customer'));
+    }
+
+    Test.startTest(); // Resets governor limit counters
+    insert accounts;
+    Test.stopTest();
+
+    System.assertEquals(200,
+        [SELECT COUNT() FROM Account WHERE Type = 'Customer'],
+        'All 200 accounts should be inserted');
+}
+
+@isTest
+static void testService_queriesStayWithinLimits() {
+    List<Account> accounts = TestDataFactory.createAccounts(50);
+
+    Test.startTest();
+    Integer queriesBefore = Limits.getQueries();
+    AccountService.processAll(new Map<Id, Account>(accounts).keySet());
+    Integer queriesUsed = Limits.getQueries() - queriesBefore;
+    Test.stopTest();
+
+    System.assert(queriesUsed <= 5,
+        'processAll() should use at most 5 SOQL queries. Actual: ' + queriesUsed);
+}
+```
+
+---
+
+## Related
+
+- **Agent**: `sf-apex-agent` — For interactive, in-depth guidance
+- **Constraints**: `sf-apex-constraints` — Hard rules for Apex governor compliance