scc-universal 1.1.0

package/skills/_reference/DATA_MIGRATION_PATTERNS.md

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+# Data Migration Patterns — Salesforce Reference
+
+> Last verified: API v66.0, Spring '26 (2026-03-28)
+> Source: <https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_batch_interface.htm>
+> Source: <https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/bulk_api_2_0.htm>
+
+## Migration Pattern Decision Matrix
+
+| Volume | Complexity | Pattern | Agent |
+|---|---|---|---|
+| < 200 records | Simple field update | Anonymous Apex or Data Loader | sf-apex-agent |
+| 200 - 10,000 | Field transformation, backfill | Batch Apex (scope 200) | sf-apex-agent |
+| 10K - 500K | Multi-object, conditional logic | Batch Apex (scope 200, `Database.Stateful`) | sf-apex-agent |
+| 500K - 50M | Large data volume, simple transform | Bulk API 2.0 via Data Loader or sf CLI | sf-admin-agent |
+| 50M+ | Massive volume | Bulk API 2.0 + external ETL | sf-integration-agent |
+| Any + external system sync | Data needs to sync to/from external | Queueable chain with callouts | sf-integration-agent |
+
+## Batch Migration Template
+
+```apex
+public class MigrateEquipmentStatusBatch implements Database.Batchable<SObject>, Database.Stateful {
+    private Integer successCount = 0;
+    private Integer errorCount = 0;
+    private List<String> errors = new List<String>();
+
+    public Database.QueryLocator start(Database.BatchableContext bc) {
+        return Database.getQueryLocator([
+            SELECT Id, Legacy_Status__c, Status__c
+            FROM Equipment__c
+            WHERE Status__c = null AND Legacy_Status__c != null
+        ]);
+    }
+
+    public void execute(Database.BatchableContext bc, List<Equipment__c> scope) {
+        for (Equipment__c eq : scope) {
+            eq.Status__c = mapLegacyStatus(eq.Legacy_Status__c);
+        }
+        List<Database.SaveResult> results = Database.update(scope, false);
+        for (Integer i = 0; i < results.size(); i++) {
+            if (results[i].isSuccess()) {
+                successCount++;
+            } else {
+                errorCount++;
+                errors.add(scope[i].Id + ': ' + results[i].getErrors()[0].getMessage());
+            }
+        }
+    }
+
+    public void finish(Database.BatchableContext bc) {
+        // Log results, send notification
+    }
+
+    private String mapLegacyStatus(String legacy) {
+        Map<String, String> statusMap = new Map<String, String>{
+            'A' => 'Active', 'I' => 'Inactive', 'R' => 'Retired'
+        };
+        return statusMap.containsKey(legacy) ? statusMap.get(legacy) : 'Unknown';
+    }
+}
+```
+
+## Pre-Migration Checklist
+
+| Check | Command / Action |
+|---|---|
+| Backup affected records | `sf data export bulk --query "SELECT Id, ... FROM Object__c" --output-file backup.csv` |
+| Verify record count | `SELECT COUNT() FROM Object__c WHERE [migration criteria]` |
+| Check for triggers/flows that will fire | Scan automation on affected objects — consider bypass |
+| Verify field types match | Source field type compatible with target |
+| Check governor limits | Scope size × operations per record < limits |
+| Create rollback plan | Backup CSV + restore script |
+| Test in sandbox first | Always run full migration in sandbox before production |
+
+## Bypass Automation During Migration
+
+Use Custom Metadata toggle to disable triggers/flows during bulk data operations:
+
+```apex
+// In trigger handler — check bypass before executing
+Trigger_Setting__mdt setting = Trigger_Setting__mdt.getInstance('Equipment');
+if (setting != null && !setting.Is_Active__c) {
+    return; // Bypass during migration
+}
+```
+
+## Validation After Migration
+
+| Check | Query |
+|---|---|
+| Record count matches | `SELECT COUNT() FROM Object__c WHERE [migrated criteria]` |
+| No null values in required fields | `SELECT COUNT() FROM Object__c WHERE Required_Field__c = null` |
+| Mapped values are valid | `SELECT Status__c, COUNT(Id) FROM Object__c GROUP BY Status__c` |
+| No orphaned records | `SELECT COUNT() FROM Child__c WHERE Parent__c = null` |
+| Error count is acceptable | Check Batch job `NumberOfErrors` in AsyncApexJob |
+
+## Rollback Strategies
+
+| Scenario | Strategy |
+|---|---|
+| Field value update (reversible) | Restore from backup CSV via Data Loader upsert on Id |
+| New records created (additive) | Delete via `DELETE FROM Object__c WHERE CreatedDate = TODAY AND CreatedById = [migration user]` |
+| Field deleted (irreversible) | Cannot rollback — this is why backups are mandatory |
+| Relationship changes | Restore original lookup values from backup |
+
+## Governor Limit Considerations
+
+| Concern | Mitigation |
+|---|---|
+| 50M records max per QueryLocator | Use `Database.getQueryLocator` (not `Iterable`) |
+| 200 scope size default | Keep at 200 unless callouts needed (then reduce) |
+| Triggers fire on DML | Bypass via Custom Metadata toggle |
+| Sharing recalculation | Schedule during off-hours for objects with complex sharing |
+| 10,000 DML rows per transaction | Scope 200 × 1 DML = 200 rows (safe) |
+| CPU time 60,000ms (async) | Keep transformation logic simple per record |
+
+## Testing Migrations
+
+```apex
+@IsTest
+static void testMigrateEquipmentStatus_bulk200() {
+    List<Equipment__c> records = new List<Equipment__c>();
+    for (Integer i = 0; i < 200; i++) {
+        records.add(new Equipment__c(
+            Legacy_Status__c = 'A',
+            Account__c = testAccount.Id
+        ));
+    }
+    insert records;
+
+    Test.startTest();
+    Database.executeBatch(new MigrateEquipmentStatusBatch(), 200);
+    Test.stopTest();
+
+    List<Equipment__c> migrated = [
+        SELECT Status__c FROM Equipment__c WHERE Id IN :records
+    ];
+    for (Equipment__c eq : migrated) {
+        Assert.areEqual('Active', eq.Status__c, 'Legacy status A should map to Active');
+    }
+}
+```
+
+## Key Principles
+
+1. **Always backup before migrating** — no exceptions
+2. **Always test in sandbox first** — with production-like data volume
+3. **Use partial success DML** — `Database.update(scope, false)` to not fail entire batch on one bad record
+4. **Log errors per record** — use `Database.Stateful` to accumulate errors across batches
+5. **Bypass automation** — disable triggers/flows via Custom Metadata during bulk operations
+6. **Validate after migration** — count records, check field values, verify relationships
+7. **Schedule during off-hours** — sharing recalculation on large objects is expensive

package/skills/_reference/DATA_MODELING.md

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+<!-- Source: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_custom_objects.htm -->
+<!-- Last verified: API v66.0 — 2026-03-29 -->
+
+# Data Modeling — Salesforce Reference
+
+## Custom Object Limits by Edition
+
+| Edition | Max Custom Objects | Max Custom Fields per Object |
+|---|---|---|
+| Contact Manager | 5 | 25 |
+| Group / Professional | 50 | 100 |
+| Enterprise / Developer | 200 / 400 | 500 |
+| Unlimited / Performance | 2,000 | 800 |
+
+Hard ceiling: 800 custom fields on any single object (Unlimited/Performance).
+
+## Field Types
+
+| Field Type | Max Length / Size | Indexable | Filterable in SOQL |
+|---|---|---|---|
+| Text | 255 chars | Yes | Yes |
+| Text Area | 255 chars | No | Yes (limited) |
+| Long Text Area | 131,072 chars | No | No (not selective) |
+| Rich Text Area | 131,072 chars | No | No |
+| Number | 18 digits | Yes | Yes |
+| Currency | 18 digits (multi-currency aware) | Yes | Yes |
+| Percent | 18 digits (stored as decimal) | Yes | Yes |
+| Date | Date only | Yes | Yes |
+| DateTime | Date + time (UTC) | Yes | Yes |
+| Checkbox | Boolean | Yes | Yes |
+| Picklist (single) | Controlled vocabulary | Yes (restricted) | Yes |
+| Picklist (multi-select) | Multiple values | No | INCLUDES/EXCLUDES only |
+| Formula | Calculated, read-only | No (derived) | Yes |
+| Roll-Up Summary | Aggregate (SUM, COUNT, MIN, MAX) | N/A | N/A |
+| Lookup | Reference to another record | Yes (auto-indexed) | Yes |
+| External ID | Upsert key from external system | Yes (auto-indexed) | Yes |
+
+## Relationship Types
+
+| Relationship | Cascade Delete | Roll-Up Summary | Required | Reparent | Sharing Inherited |
+|---|---|---|---|---|---|
+| Lookup | No (configurable) | No | No | Yes | No |
+| Master-Detail | Yes | Yes | Yes | No (unless enabled) | Yes |
+| Many-to-Many (junction) | Both sides | From junction | Both | No | From primary master |
+| Hierarchical (self-lookup) | No | No | No | Yes | No |
+| External Lookup | No | No | No | Yes | No |
+| Indirect Lookup | No | No | No | Yes | No |
+
+Max relationships per object: **40** (lookup + master-detail combined).
+Max master-detail per object: **2**.
+
+## Automatically Indexed Fields
+
+| Field | Notes |
+|---|---|
+| `Id` | Primary key |
+| `Name` | Standard name field |
+| `OwnerId` | Record owner |
+| `CreatedDate` | Audit field |
+| `SystemModstamp` | Audit field |
+| `RecordTypeId` | Record type discriminator |
+| All External ID fields | Auto-indexed on creation |
+| All Lookup / Master-Detail fields | Auto-indexed on creation |
+
+## Custom Index Selectivity Thresholds
+
+| Index Type | Threshold (first 1M records) | Threshold (remaining records) | Max Rows Returned |
+|---|---|---|---|
+| Standard index | < 30% | < 15% | 1,000,000 |
+| Custom index | < 10% | < 5% | 333,333 |
+
+Max custom indexes per object: **25** (soft limit; shared with External ID + unique fields).
+
+## Roll-Up Summary & Formula Limits
+
+| Limit | Default | Max (via Support) |
+|---|---|---|
+| Roll-Up Summary fields per object | 25 | 40 |
+| Formula fields per object | 40 | -- |
+| External ID fields per object | 25 | Soft limit, can request increase |
+
+## Custom Metadata vs Custom Settings vs Custom Labels
+
+| Feature | Custom Metadata (`__mdt`) | Custom Settings | Custom Labels |
+|---|---|---|---|
+| Deployable via metadata | Yes | No (hierarchy) / Yes (list) | Yes |
+| Available in Flows | Yes (Get Records) | Yes (formula) | Yes |
+| Available in Formulas | Yes | Yes | Yes |
+| Available in SOQL | Yes | Yes (limits apply) | No |
+| Per-user/profile values | No | Yes (hierarchy) | No (language only) |
+| Packageable | Yes | Limited | Yes |
+| Governor limit on reads | No (cached) | Yes (SOQL equivalent) | No |
+| Max records | 10 million | 10 MB total cached | Unlimited |
+| Best for | Config deployed with code | User/profile-specific settings | Translatable strings |
+
+## Object-Wide Defaults (OWD)
+
+| OWD Setting | Record Owner | Other Users | Best For |
+|---|---|---|---|
+| Public Read/Write | Full | Read + Write | Reference/config data |
+| Public Read Only | Full | Read only | Products, pricebooks |
+| Private | Full | None | Accounts, Opportunities |
+| Controlled by Parent | Inherits | Inherits | Child (Master-Detail) |
+
+## External Object Adapters
+
+| Adapter | Use Case | Notes |
+|---|---|---|
+| OData 2.0 / 4.0 | External REST API with OData | Network latency dependent |
+| Custom Adapter | Proprietary API or database | Apex-based |
+| Cross-Org | Another Salesforce org | Salesforce Connect |
+
+Limitations: No triggers, no Flows, no Validation Rules on External Objects.
+
+## Anti-Patterns
+
+| Anti-Pattern | Problem | Fix |
+|---|---|---|
+| Polymorphic lookup abuse | Hard to query/maintain | Explicit lookup fields per related object |
+| Over-normalization | Too many objects for simple data | Flatten into fields unless multi-value needed |
+| Too many custom fields | Approaching 800-field limit | Split into child objects or Custom Metadata |
+| Circular Master-Detail | Deletion/sharing cascades | Break circle with Lookup on one side |
+| Text instead of Lookup | No referential integrity | Use Lookup fields |
+| Ignoring LDV (>100K records) | Non-selective full table scans | Custom indexes, skinny tables |

package/skills/_reference/DEBUGGING_TOOLS.md

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+<!-- Source: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_debugging.htm -->
+<!-- Last verified: API v66.0 — 2026-03-29 -->
+<!-- WARNING: Web fetch of canonical URL failed (LWR client-side rendering). Facts below extracted from sf-debugging skill. -->
+
+# Debugging Tools — Reference
+
+## Debug Log Limits
+
+| Limit | Value |
+|-------|-------|
+| Maximum debug log size | **20 MB** (truncated from middle if exceeded) |
+| Maximum SOQL queries per transaction | 100 |
+| Maximum DML statements per transaction | 150 |
+| Maximum DML rows per transaction | 10,000 |
+| Maximum SOSL queries per transaction | 20 |
+| Maximum query rows per transaction | 50,000 |
+| Maximum CPU time (sync) | 10,000 ms |
+| Maximum heap size (sync) | 6,000,000 bytes (6 MB) |
+
+## Debug Log Categories and Levels
+
+| Category | Available Levels | What It Logs |
+|----------|-----------------|--------------|
+| `APEX_CODE` | NONE, ERROR, WARN, INFO, DEBUG, FINE, FINER, FINEST | Apex statements, `System.debug()` |
+| `APEX_PROFILING` | NONE, INFO, FINE | Limits usage, performance timing |
+| `CALLOUT` | NONE, INFO, FINE | HTTP callout request/response |
+| `DB` | NONE, INFO, FINE, FINER | SOQL, SOSL, DML operations |
+| `SYSTEM` | NONE, DEBUG, FINE | System events (async jobs, etc.) |
+| `VALIDATION` | NONE, INFO | Validation rule evaluation |
+| `WORKFLOW` | NONE, INFO | Workflow rules, Process Builder |
+| `VISUALFORCE` | NONE, INFO, FINE, FINER, FINEST | Visualforce page rendering |
+| `NBA` | NONE, INFO | Einstein Next Best Action |
+
+## Recommended Debug Level Presets
+
+| Scenario | APEX_CODE | APEX_PROFILING | CALLOUT | DB | SYSTEM |
+|----------|-----------|---------------|---------|-----|--------|
+| Standard Debugging | DEBUG | INFO | INFO | INFO | DEBUG |
+| Performance Investigation | FINE | FINE | FINE | FINE | FINE |
+| Callout Debugging | DEBUG | — | FINE | INFO | — |
+
+## Debug Log Access Methods
+
+| Method | Command / Steps |
+|--------|----------------|
+| SF CLI: Stream live | `sf apex tail log --target-org myOrg` |
+| SF CLI: With debug level | `sf apex tail log --target-org myOrg --debug-level SFDC_DevConsole` |
+| SF CLI: Get specific log | `sf apex get log --log-id 07L... --target-org myOrg` |
+| SF CLI: List logs | `sf apex list log --target-org myOrg` |
+| SF CLI: Run anonymous Apex | `sf apex run --file scripts/apex/debug-script.apex --target-org myOrg` |
+| Setup UI | Setup > Debug Logs > New (Monitored Users) |
+| Developer Console | Debug > Change Log Levels |
+
+## Critical Log Markers
+
+| Marker | Meaning |
+|--------|---------|
+| `SOQL_EXECUTE_BEGIN` | SOQL query started (count toward 100 limit) |
+| `SOQL_EXECUTE_END` | SOQL query completed (includes row count) |
+| `DML_BEGIN` / `DML_END` | DML operation (count toward 150 limit) |
+| `CUMULATIVE_LIMIT_USAGE` | Limits summary at transaction end |
+| `FATAL_ERROR` | Uncaught exception |
+| `EXCEPTION_THROWN` | Any exception (caught or uncaught) |
+| `USER_DEBUG` | `System.debug()` output |
+| `HEAP_ALLOCATE` | Large memory allocation |
+| `EXECUTION_STARTED` / `EXECUTION_FINISHED` | Transaction boundaries |
+| `CODE_UNIT_STARTED` | Trigger, class, or anonymous Apex entry |
+
+## Developer Console Features
+
+| Feature | Shortcut / Access |
+|---------|-------------------|
+| Execute Anonymous Apex | Ctrl+E / Cmd+E |
+| Query Editor | Tab in Developer Console |
+| Query Plan (Explain) | "Query Plan" button in Query Editor |
+| Checkpoints (heap inspection) | Debug > Add/Remove Checkpoint on a code line |
+| Checkpoint Inspector | Debug > Checkpoint Inspector |
+
+## SOQL Query Plan (Explain Plan)
+
+| Cost Value | Meaning |
+|-----------|---------|
+| Cost < 1 | Uses index — efficient |
+| Cost >= 1 | Full table scan — potentially slow for LDV |
+| Leading Operation: `TableScan` | No suitable index found |
+| Leading Operation: `Index` | Index used — efficient |
+
+## VS Code Debuggers
+
+| Debugger | Cost | How It Works | Requirements |
+|----------|------|-------------|-------------|
+| Apex Replay Debugger | Free | Replays `.log` files in VS Code | Salesforce Extension Pack |
+| Interactive Apex Debugger | Paid | Live breakpoints, real-time inspection | Performance/Unlimited Edition or Enterprise add-on |
+
+### Apex Replay Debugger Steps
+
+1. Install Salesforce Extension Pack in VS Code
+2. Capture a debug log (CLI, Dev Console, or Setup)
+3. Open `.log` file in VS Code
+4. Command Palette: "SFDX: Launch Apex Replay Debugger with Current File"
+5. Set breakpoints in `.cls` files
+6. Step through execution, inspect variables and call stack
+
+### Interactive Debugger Availability
+
+| Edition | Available |
+|---------|-----------|
+| Performance Edition | Yes |
+| Unlimited Edition | Yes |
+| Enterprise Edition | Add-on only |
+| Developer Edition | No |
+| Sandbox (without entitlement) | No |
+
+## Common Errors: Root Causes
+
+| Error | Root Cause | Fix Pattern |
+|-------|-----------|-------------|
+| `Too many SOQL queries: 101` | SOQL inside a loop | Bulk-query outside loop, use Map for lookup |
+| `Apex CPU time limit exceeded` | O(n^2) loops, string ops | Use Map for O(1) lookup; move to async |
+| `NullPointerException` | Unchecked null reference | Null-safe operator `?.` (API 56.0+) or manual null check |
+| `UNABLE_TO_LOCK_ROW` | Concurrent updates on same record | Retry via Queueable, `FOR UPDATE`, reduce batch size |
+| `MIXED_DML_OPERATION` | Setup + non-setup DML in same transaction | Separate with `@future` |
+| `Too many DML rows: 10001` | DML on > 10,000 rows | Use Batch Apex |
+| `Callout from triggers` | Sync callout in trigger context | Use `@future(callout=true)` |
+
+## Flow Debugging
+
+| Feature | Access |
+|---------|--------|
+| Flow Debug Mode | Flow Builder > Debug button (top right) |
+| Rollback option | Checkbox to undo DML during debug |
+| Input variables | Set before running debug |
+
+## LWC Debugging
+
+| Tool | Purpose |
+|------|---------|
+| Browser DevTools (`console.group`, `console.error`) | Component-level logging |
+| Lightning Debug Mode | Setup > Session Settings (slower, better errors) |
+| Salesforce Inspector Reloaded (Chrome) | Metadata browsing, SOQL runner, API inspector |

package/skills/_reference/DEPLOYMENT_CHECKLIST.md

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+# Deployment Checklist — Salesforce Reference
+
+> Last verified: API v66.0 (Spring '26)
+> Source: <https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_deploy.htm>
+
+## Test Levels
+
+| Test Level | What Runs | When to Use |
+|---|---|---|
+| `NoTestRun` | Nothing | Sandbox only; production only if no Apex code in deployment |
+| `RunSpecifiedTests` | Named test classes only | Small Apex deployments; coverage >= 75% for deployed classes |
+| `RunLocalTests` | All local tests (excludes managed package tests) | Recommended default for production deployments |
+| `RunAllTestsInOrg` | All tests including managed packages | Major releases or full org validation |
+| `RunRelevantTests` (v66.0+) | Tests linked to changed classes via `@testFor` | CI/CD PR validation for faster feedback |
+
+## Validation-Then-Quick-Deploy Workflow
+
+| Step | Command | Notes |
+|---|---|---|
+| 1. Validate | `sf project deploy validate` | Runs tests, does NOT deploy |
+| 2. Wait | `sf project deploy report --job-id <ID>` | Check async status |
+| 3. Quick deploy | `sf project deploy quick --job-id <ID>` | No re-run of tests, deploys in seconds |
+
+Quick deploy window: **10 days** after successful validation, invalidated if any Apex is deployed to the org in the interim.
+
+## Deployment Order for Dependent Metadata
+
+| Order | Metadata Type | Depends On |
+|---|---|---|
+| 1 | CustomObject | — |
+| 2 | CustomField | CustomObject |
+| 3 | RecordType | CustomObject |
+| 4 | ValidationRule | CustomField |
+| 5 | Layout | CustomField, RecordType |
+| 6 | ApexClass | CustomObject, CustomField |
+| 7 | ApexTrigger | ApexClass (handlers) |
+| 8 | LightningComponentBundle | ApexClass (controllers) |
+| 9 | FlexiPage / App Page | LWC |
+| 10 | PermissionSet | Objects, Fields, Apex |
+| 11 | Profile | All of the above — deploy last |
+
+## Destructive Changes
+
+To delete metadata, deploy `destructiveChanges.xml` alongside an empty `package.xml`. Use `--post-destructive-changes` (runs after deploy) for removing replaced components. Use `--pre-destructive-changes` (runs before deploy) for removing blockers.
+
+## Rollback Strategies
+
+| Strategy | When to Use |
+|---|---|
+| `git revert` + full redeploy | Coupled changes across multiple files |
+| Single-file rollback | Isolated, dependency-free component only |
+| Pre-deploy snapshot (`sf project retrieve start`) | Before any production deploy |
+| Package version rollback (`sf package install`) | Unlocked/managed package orgs |
+
+## Production Deployment Checklist
+
+- [ ] All local tests pass with 75%+ org-wide code coverage
+- [ ] Validation against production succeeded
+- [ ] Change management ticket approved
+- [ ] Deployment order documented for dependent components
+- [ ] Rollback plan prepared
+- [ ] Data backup confirmed for schema changes
+- [ ] Stakeholders notified
+- [ ] Post-deploy smoke test plan ready
+
+## Common Deployment Errors
+
+| Error | Cause | Fix |
+|---|---|---|
+| "Test coverage is 0% for trigger X" | Trigger has no test class | Write and include a test class |
+| "Average coverage below 75%" | Org-wide coverage insufficient | Add tests for uncovered classes |
+| "Entity of type X not found" | Component missing in target org | Deploy dependency first |
+| "CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY" | Trigger/validation blocking deploy | Check error details |
+| "duplicate value found" | Unique constraint violation | Check for existing records |
+
+## SF CLI Deploy Flags
+
+| Flag | Purpose |
+|---|---|
+| `--source-dir` | Local source directory to deploy |
+| `--manifest` | package.xml file path |
+| `--metadata` | Specific types or components |
+| `--test-level` | Test execution level |
+| `--tests` | Comma-separated test class names (with RunSpecifiedTests) |
+| `--wait` | Minutes to wait for async deploy |
+| `--async` | Return job ID immediately |
+| `--verbose` | Detailed output |

package/skills/_reference/DEPRECATIONS.md

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+# Salesforce Deprecations & Retirements
+
+> Last verified: 2026-03-31
+>
+> **MAINTENANCE:**
+>
+> 1. Append new entries with `Added: YYYY-MM` when Salesforce announces deprecations
+> 2. Remove entries older than 24 months (model knows them). Exception: "Retiring Soon" entries stay until retirement date + 24 months.
+> 3. Update "Last verified" date
+> 4. Releases and deprecations are INDEPENDENT — a new release does NOT deprecate the previous one
+
+## Already Retired — NEVER Suggest These
+
+| Feature | Retired | Replacement | Added |
+|---------|---------|-------------|-------|
+| Customizable Forecasting | Summer '20 | Collaborative Forecasting | 2026-03 |
+| Original Territory Management | Summer '21 | Sales Territories (fka ETM 2.0) | 2026-03 |
+| Classic Knowledge | Summer '25 | Lightning Knowledge (`Knowledge__kav` + Record Types) | 2026-03 |
+| Salesforce Functions | Jan 2025 | External Services / Heroku | 2026-03 |
+| API versions 21.0–30.0 | Summer '25 (v64.0) | Minimum supported: v31.0 | 2026-03 |
+| SOAP `login()` at v65.0+ | Winter '26 (v65.0) | OAuth 2.0 (JWT Bearer, Web Server, Client Credentials) | 2026-03 |
+| Legacy Chat / Live Agent / Embedded Chat | Feb 14, 2026 | Messaging for In-App and Web | 2026-03 |
+| Pipeline Inspection Close Date Predictions | Jan 2025 | Einstein Opportunity Scoring | 2026-03 |
+| Document Generation 1.0 | Jul 2025 | Document Generation 2.0 | 2026-03 |
+| Einstein Automated Contacts | Spring '25 (v63.0) | Manual / Agentforce | 2026-03 |
+| Service Setup Assistant (new orgs) | Spring '26 (v66.0) | Salesforce Go | 2026-03 |
+
+## End of Sale — No New Licenses
+
+| Feature | End of Sale | Successor | Added |
+|---------|------------|-----------|-------|
+| Salesforce CPQ | March 27, 2025 | Agentforce Revenue Management (ARM). NO automated migration path. | 2026-03 |
+| Sales Dialer (new licenses) | Spring '26 | Partner telephony / Agentforce Contact Center | 2026-03 |
+
+## Retiring Soon — WARN Users
+
+| Feature | Retirement Date | Action Required | Added |
+|---------|----------------|-----------------|-------|
+| Standard Omni-Channel | June 1, 2026 | Migrate to Enhanced Omni-Channel before cutoff | 2026-03 |
+| EWS for Einstein Activity Capture | Aug 2026 | Migrate to Microsoft Graph (one-way, per-user reconnect) | 2026-03 |
+| Standard-Volume Platform Events | June 2027 | Migrate to High-Volume Platform Events | 2026-03 |
+| Salesforce for Outlook | Dec 2027 | Outlook Integration + Einstein Activity Capture | 2026-03 |
+| SOAP `login()` for API v31–64 | Summer '27 | OAuth 2.0 | 2026-03 |
+
+## End of Support (Still Executes, No Bug Fixes)
+
+| Feature | End of Support | Replacement | Added |
+|---------|---------------|-------------|-------|
+| Workflow Rules | Dec 31, 2025 | Flow Builder | 2026-03 |
+| Process Builder | Dec 31, 2025 | Flow Builder | 2026-03 |
+
+## Product Renames — Use Current Names
+
+| Old Name | Current Name | Changed | Added |
+|----------|-------------|---------|-------|
+| Enterprise Territory Management 2.0 | Sales Territories | Summer '24 | 2026-03 |
+| High Velocity Sales | Sales Engagement | Winter '24 | 2026-03 |
+| Salesforce CPQ / Revenue Cloud Advanced | Agentforce Revenue Management (ARM) | Oct 2025 | 2026-03 |
+| Sales Cloud (branding) | Agentforce Sales | Spring '26 | 2026-03 |
+| Einstein Service Agent | Agentforce Service Agent | Jan 2025 | 2026-03 |
+| Einstein Copilot | Agentforce | Jan 2025 | 2026-03 |
+| Omni-Channel Supervisor | Command Center for Service | Spring '26 | 2026-03 |
+
+## Beta Features — NOT Production-Ready
+
+| Feature | Status | Notes | Added |
+|---------|--------|-------|-------|
+| RunRelevantTests | Beta (Spring '26 v66.0) | Do not rely on for production deployments | 2026-03 |
+| LWC Complex Template Expressions | Beta/Pilot (Spring '26) | Explicitly "do not use in production" | 2026-03 |
+| Agent Script | Public Beta (Nov 2025) | No GA date announced | 2026-03 |
+
+## API Breaking Changes
+
+| Change | API Version | Impact | Added |
+|--------|------------|--------|-------|
+| SOAP `login()` removed | v65.0+ (Winter '26) | Use OAuth 2.0 | 2026-03 |
+| Abstract/override require explicit access modifier | v65.0+ (Winter '26) | Add public/protected/global to abstract/override methods | 2026-03 |
+| Legacy hostnames return 404 | Spring '26 (v66.0) | Use MyDomain URLs only (na1.salesforce.com no longer works) | 2026-03 |
+| Session IDs removed from outbound messages | Feb 16, 2026 | Use OAuth for callbacks instead of session ID | 2026-03 |