scc-universal 1.1.0

package/skills/sf-data-modeling/SKILL.md

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+---
+name: sf-data-modeling
+description: >-
+  Use when designing Salesforce custom objects, relationships, Custom Metadata,
+  or sharing models for scalable org architecture.
+  Do NOT use for SOQL optimization or Apex patterns.
+origin: SCC
+user-invocable: false
+---
+
+# Salesforce Data Modeling
+
+@../_reference/DATA_MODELING.md
+
+## When to Use
+
+- Designing new custom objects, fields, or relationships
+- Deciding between lookup vs master-detail relationships
+- Planning record types, page layouts, or sharing model architecture
+- Architecting for large data volumes (LDV) requiring index-aware field design
+- Reviewing or refactoring an existing data model
+- Evaluating external objects, custom metadata types, or hierarchical settings
+
+## Object Design Principles
+
+### Extend Standard Objects When Possible
+
+| Business Need | Use Standard Object | Not Custom |
+|---|---|---|
+| Customer companies | Account | Company__c |
+| Individual contacts | Contact | Person__c |
+| Sales deals | Opportunity | Deal__c |
+| Support tickets | Case | Ticket__c |
+| Events/meetings | Event | Meeting__c |
+| Tasks/to-dos | Task | Todo__c |
+| Products/pricing | Product2, PricebookEntry | Product__c |
+| Orders | Order, OrderItem | PurchaseOrder__c |
+
+Standard objects come with built-in reports, process automations, and integrations.
+
+### Custom Object Naming
+
+```
+API Name:    ProjectTask__c           (PascalCase + __c)
+Label:       Project Task             (human-readable)
+Plural:      Project Tasks
+Relationship Name: ProjectTasks       (plural for child relationship)
+```
+
+---
+
+## Relationship Types
+
+| Relationship | Cascade Delete | Roll-Up Summary | Required | Sharing Inherited |
+|---|---|---|---|---|
+| Lookup | No (configurable) | No | No | No |
+| Master-Detail | Yes | Yes | Yes | Yes |
+| Many-to-Many (Junction) | Both sides | From junction | Both | From primary master |
+| Hierarchical | No | No | No | No |
+| External Lookup | No | No | No | No |
+
+*Master-Detail can be reparented if "Allow Reparenting" is enabled.
+
+### When to Use Lookup
+
+- Child can exist independently (Contact without Account)
+- No roll-up summaries needed
+- Child needs its own sharing settings
+- Multiple lookups, none is primary
+
+### When to Use Master-Detail
+
+- Child has no meaning without parent (Order Line Item without Order)
+- Roll-up summary fields needed on parent
+- Child deleted when parent deleted
+- Child sharing inherits from parent
+
+```xml
+<!-- Master-Detail field metadata -->
+<fields>
+    <fullName>Project__c</fullName>
+    <label>Project</label>
+    <type>MasterDetail</type>
+    <referenceTo>Project__c</referenceTo>
+    <relationshipLabel>Project Tasks</relationshipLabel>
+    <relationshipName>ProjectTasks</relationshipName>
+    <relationshipOrder>0</relationshipOrder>
+    <reparentableMasterDetail>false</reparentableMasterDetail>
+</fields>
+```
+
+---
+
+## Field Type Guide
+
+| Field Type | Use When | Avoid When |
+|---|---|---|
+| Text (255) | Short single-line text | Long descriptions |
+| Long Text Area | Up to 131,072 chars | Need to filter/search on it |
+| Rich Text Area | HTML-formatted content | Need to query/filter by content |
+| Number | Integers, no currency | Financial values (use Currency) |
+| Currency | Monetary values | Non-financial numbers |
+| Date | Date without time | Need time zone info |
+| DateTime | Timestamps, audit trails | Simple date records |
+| Checkbox | Boolean yes/no | Optional boolean (use Picklist) |
+| Picklist (single) | Controlled vocabulary | Many values (use Lookup) |
+| Picklist (multi) | Multiple selections | Filtering/reporting (anti-pattern) |
+| Formula | Calculated, read-only | Values needing DML update |
+| Roll-Up Summary | Aggregate child data | 25 per object (default limit) |
+| External ID | Upsert key from external system | - |
+
+### Multi-Select Picklist Warning
+
+```apex
+// Limited SOQL support — can use INCLUDES/EXCLUDES but not = or IN
+List<Case> cases = [
+    SELECT Id FROM Case
+    WHERE Tag_List__c INCLUDES ('Billing', 'Technical')
+];
+// Cannot use in GROUP BY, ORDER BY, or most aggregates
+// Consider Lookup to a Tags junction object for complex tagging
+```
+
+---
+
+## Custom Metadata Types vs Custom Settings vs Custom Labels
+
+| Feature | Custom Metadata | Custom Settings | Custom Labels |
+|---|---|---|---|
+| Deployable | Yes | No (hierarchy)/Yes (list) | Yes |
+| Per-user/profile values | No | Yes (hierarchy) | No |
+| Governor limit on reads | No (cached) | Yes (SOQL equivalent) | No |
+| Best for | Config deployed with code | User/profile-specific settings | Translatable strings |
+
+```apex
+// Custom Metadata — no SOQL limits, deployable
+String endpoint = Service_Config__mdt.getInstance('Production').Endpoint_URL__c;
+
+// Custom Setting — profile-specific
+Boolean isEnabled = Integration_Settings__c.getInstance().Is_Enabled__c;
+
+// Custom Label — translatable
+String welcomeMsg = System.Label.Welcome_Message;
+```
+
+---
+
+## Record Types
+
+### When to Use
+
+- Different page layouts per user group
+- Different picklist values per business process
+- Different automation processes per record type
+
+### When NOT to Use
+
+- Simple field-level differences (use conditional visibility)
+- Access control (use sharing rules or permission sets)
+- Fundamentally different data structures (use separate objects)
+
+```apex
+Id caseRecordTypeId = Schema.SObjectType.Case.getRecordTypeInfosByDeveloperName()
+    .get('Internal_Support').getRecordTypeId();
+
+List<Case> internalCases = [
+    SELECT Id, Subject FROM Case
+    WHERE RecordTypeId = :caseRecordTypeId WITH USER_MODE
+];
+```
+
+---
+
+## Sharing Model Design
+
+### Object-Wide Defaults (OWD)
+
+| OWD Setting | Other Users | Best For |
+|---|---|---|
+| Public Read/Write | Read + Write | Reference/config data |
+| Public Read Only | Read only | Products, pricebooks |
+| Private | None | Accounts, Opportunities |
+| Controlled by Parent | Inherits | Master-Detail children |
+
+Start with Private OWD for sensitive objects and open up with sharing rules.
+
+### Apex Managed Sharing
+
+```apex
+public with sharing class ProjectSharingService {
+    public static void shareProjectWithUser(Id projectId, Id userId, String accessLevel) {
+        Project__Share shareRecord = new Project__Share(
+            ParentId = projectId,
+            UserOrGroupId = userId,
+            AccessLevel = accessLevel,
+            RowCause = Schema.Project__Share.RowCause.Manual
+        );
+        Database.SaveResult result = Database.insert(shareRecord, false);
+        if (!result.isSuccess() &&
+            result.getErrors()[0].getStatusCode() != StatusCode.FIELD_FILTER_VALIDATION_EXCEPTION) {
+            throw new SharingException('Failed to share: ' + result.getErrors()[0].getMessage());
+        }
+    }
+    public class SharingException extends Exception {}
+}
+```
+
+---
+
+## Large Data Volume (LDV) Considerations
+
+Objects with >100,000 records require special attention.
+
+**Schema design:**
+
+- Add external ID fields on objects queried by non-Id values
+- Request custom indexes on fields used in WHERE clauses
+- Consider skinny tables for frequently-accessed field subsets
+- Avoid Roll-Up Summary fields on LDV child objects (use batch triggers instead)
+
+```apex
+// Good — uses indexed fields, selective
+List<Order__c> orders = [
+    SELECT Id, Status__c FROM Order__c
+    WHERE AccountId = :accountId
+      AND CreatedDate >= :thirtyDaysAgo
+    LIMIT 200
+];
+```
+
+**Archiving:** Move old records to BigObjects or external archive. Use batch jobs for archive-and-delete.
+
+---
+
+## Junction Object Patterns
+
+```
+Account <-- AccountContactRelation --> Contact
+             + Role (picklist)
+             + IsPrimary (checkbox)
+             + StartDate (date)
+```
+
+- Junction objects with Master-Detail on both sides inherit sharing from BOTH parents
+- Add meaningful fields to the junction (Role, Start Date, Status)
+- Use `AccountContactRelation` (standard) before creating custom junctions for Account-Contact
+
+---
+
+## External Object Patterns
+
+| Adapter | Use When |
+|---|---|
+| OData 2.0/4.0 | External REST API with OData support |
+| Custom Adapter | Proprietary API or database |
+| Cross-Org | Another Salesforce org |
+
+External Objects have no triggers, Flows, or Validation Rules. Use Apex callouts for write operations.
+
+---
+
+## Anti-Patterns
+
+| Anti-Pattern | Fix |
+|---|---|
+| Polymorphic lookup abuse | Use explicit lookup fields per related object |
+| Over-normalization | Flatten into fields unless multiple addresses per record |
+| Too many custom fields (800 limit) | Split into related child objects |
+| Circular Master-Detail | Break the circle with a Lookup on one side |
+| Text instead of Lookup | Use Lookup fields for referential integrity |
+| Ignoring LDV on 100K+ objects | Request custom indexes, use skinny tables |
+
+---
+
+## Related
+
+- **Agent**: `sf-architect` — For interactive, in-depth guidance
+- **Constraints**: `sf-apex-constraints` — Governor limits and Apex safety rules

package/skills/sf-debugging/SKILL.md

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+---
+name: sf-debugging
+description: "Salesforce debugging — debug logs, SOQL explain plan, Flow debug, LWC DevTools, error resolution. Use when diagnosing Apex exceptions, governor breaches, or Flow failures. Do NOT use for tests or build errors."
+origin: SCC
+user-invocable: false
+---
+
+# Salesforce Debugging Techniques
+
+Reference: @../_reference/DEBUGGING_TOOLS.md
+
+## When to Use
+
+- When an Apex exception occurs and you need to trace it through logs
+- When a governor limit is being exceeded and you need the root cause
+- When a Flow or Process Builder is failing silently or producing unexpected results
+- When an LWC component is not rendering data or throwing JavaScript errors
+- When a callout is failing and you need to inspect request/response payloads
+- When onboarding to a new org and diagnosing pre-existing error patterns
+
+---
+
+## Debug Log Setup
+
+### Enabling Debug Logging
+
+**Via SF CLI (stream live logs):**
+
+```bash
+# Stream all logs for the org in real time
+sf apex tail log --target-org myOrg
+
+# Stream logs with specific debug level
+sf apex tail log \
+    --target-org myOrg \
+    --debug-level SFDC_DevConsole
+
+# Retrieve a specific log by ID
+sf apex get log \
+    --log-id 07L5e000000XXXXX \
+    --target-org myOrg
+
+# List recent logs
+sf apex list log --target-org myOrg
+
+# Run anonymous Apex and capture log
+sf apex run \
+    --file scripts/apex/debug-script.apex \
+    --target-org myOrg
+
+# Run and save full log
+sf apex run \
+    --file scripts/apex/debug-script.apex \
+    --target-org myOrg > debug-output.txt
+```
+
+**Via Setup UI:**
+
+1. Setup > Debug Logs (under Environments)
+2. Click "New" under Monitored Users
+3. Select user, set expiration and log level
+4. Reproduce the issue
+5. Click the log entry to open it
+
+**Via Developer Console:**
+
+1. Open: `sf org open --target-org myOrg`
+2. Click "Developer Console" (gear icon or App Launcher)
+3. Debug > Change Log Levels
+4. Set user-specific debug levels
+
+---
+
+## Reading Debug Logs
+
+Debug logs have a maximum size of 20 MB. Logs exceeding this are truncated from the middle. If you see gaps, reduce log level verbosity or narrow the operation scope.
+
+### Key Sections in a Log
+
+```
+15:23:01.001 (1234567)|EXECUTION_STARTED
+15:23:01.012 (12345678)|CODE_UNIT_STARTED|[EXTERNAL]|execute_anonymous_apex
+15:23:01.015 (15000000)|SOQL_EXECUTE_BEGIN|[12]|Aggregations:0|SELECT Id FROM Account
+15:23:01.045 (45000000)|SOQL_EXECUTE_END|[12]|Rows:150
+15:23:01.050 (50000000)|USER_DEBUG|[15]|DEBUG|Processing 150 accounts
+15:23:01.200 (200000000)|DML_BEGIN|[22]|Op:Insert|Type:Contact|Rows:150
+15:23:01.350 (350000000)|DML_END|[22]
+15:23:01.400 (400000000)|CUMULATIVE_LIMIT_USAGE
+                         Number of SOQL queries: 3 out of 100
+                         Number of DML rows: 150 out of 10000
+                         Maximum CPU time: 452 out of 10000
+15:23:01.401 (401000000)|EXECUTION_FINISHED
+```
+
+### Finding CPU Hogs
+
+Compare timestamps between BEGIN/END pairs to identify slow operations:
+
+```bash
+# Find slow operations by comparing BEGIN/END timestamps
+grep -E "SOQL_EXECUTE_BEGIN|SOQL_EXECUTE_END|DML_BEGIN|DML_END" debug.log
+```
+
+---
+
+## Developer Console
+
+### Anonymous Apex Execution
+
+```apex
+// Open Developer Console > Execute Anonymous (Ctrl+E / Cmd+E)
+Account acc = [SELECT Id FROM Account WHERE Name = 'Test Corp' LIMIT 1];
+AccountService svc = new AccountService();
+AccountService.AccountResult result = svc.getAccount(acc.Id);
+System.debug(LoggingLevel.ERROR, JSON.serializePretty(result));
+```
+
+### Query Editor
+
+```sql
+-- Developer Console > Query Editor tab
+SELECT Id, Name, StageName, Amount, CloseDate
+FROM Opportunity
+WHERE StageName = 'Negotiation'
+  AND CloseDate = THIS_QUARTER
+ORDER BY Amount DESC
+LIMIT 25
+```
+
+Use "Query Plan" button to analyse query performance (see SOQL Query Plan section below).
+
+### Checkpoints (Heap Inspection)
+
+1. Debug > Add/Remove Checkpoint (on a code line)
+2. Execute code that runs through the checkpointed line
+3. Debug > Checkpoint Inspector -- see heap contents, variable values
+
+---
+
+## SOQL Query Plan (Explain Plan)
+
+### How to Access
+
+1. Developer Console > Query Editor
+2. Write your query
+3. Click "Query Plan" button (not "Execute")
+
+### Optimising Based on Plan
+
+```soql
+-- BAD: Cost = 2.5 (TableScan)
+SELECT Id FROM Account WHERE Description LIKE '%enterprise%'
+
+-- GOOD: Cost = 0.1 (Index on ExternalId__c)
+SELECT Id FROM Account WHERE ExternalId__c = 'ACC-001'
+
+-- GOOD: Cost = 0.3 (Index on OwnerId)
+SELECT Id FROM Account WHERE OwnerId = :currentUserId
+```
+
+---
+
+## VS Code Apex Debugger
+
+### Apex Replay Debugger (Free)
+
+Available in all editions with the Salesforce Extension Pack:
+
+1. Capture a debug log (via SF CLI, Developer Console, or Setup)
+2. Open the `.log` file in VS Code
+3. Command Palette: "SFDX: Launch Apex Replay Debugger with Current File"
+4. Set breakpoints in `.cls` files
+5. Step through execution, inspect variables and the call stack
+
+### Interactive Apex Debugger (Paid)
+
+Requires Performance Edition, Unlimited Edition, or Enterprise Edition add-on. Not available in Developer Edition.
+
+#### Launch Configuration
+
+```json
+// .vscode/launch.json
+{
+    "version": "0.2.0",
+    "configurations": [
+        {
+            "name": "Launch Apex Debugger",
+            "type": "apex",
+            "request": "launch",
+            "userIdFilter": [],
+            "requestTypeFilter": [],
+            "entryPointFilter": "",
+            "salesforceProject": "${workspaceRoot}"
+        }
+    ]
+}
+```
+
+#### Debugging Steps
+
+1. Set breakpoints in `.cls` files (click gutter)
+2. Run > Start Debugging (F5) with "Launch Apex Debugger"
+3. Reproduce the action in Salesforce UI
+4. VS Code pauses at breakpoint
+5. Inspect variables, Step Over (F10), Step Into (F11), Continue (F5)
+
+---
+
+## Common Errors: Root Causes and Fixes
+
+### System.LimitException: Too many SOQL queries: 101
+
+**Root cause:** SOQL query inside a loop
+
+```apex
+// WRONG -- SOQL in loop
+for (Account acc : Trigger.new) {
+    List<Contact> contacts = [SELECT Id FROM Contact WHERE AccountId = :acc.Id];
+}
+
+// FIX -- single query outside loop
+Map<Id, List<Contact>> contactsByAccount = new Map<Id, List<Contact>>();
+for (Contact c : [SELECT Id, AccountId FROM Contact WHERE AccountId IN :Trigger.newMap.keySet()]) {
+    if (!contactsByAccount.containsKey(c.AccountId)) {
+        contactsByAccount.put(c.AccountId, new List<Contact>());
+    }
+    contactsByAccount.get(c.AccountId).add(c);
+}
+```
+
+### Apex CPU time limit exceeded
+
+**Root cause:** Complex nested loops, excessive string operations
+
+```apex
+// WRONG -- O(n^2) loop
+for (Account acc : accounts) {
+    for (Contact con : allContacts) {
+        if (con.AccountId == acc.Id) { /* ... */ }
+    }
+}
+
+// FIX -- use Map for O(1) lookup
+Map<Id, List<Contact>> contactsByAccount = buildContactMap(allContacts);
+for (Account acc : accounts) {
+    List<Contact> accountContacts = contactsByAccount.get(acc.Id);
+}
+```
+
+### System.NullPointerException
+
+**Root cause:** Unchecked null reference
+
+```apex
+// PREFERRED (API 56.0+) -- null-safe navigation
+String upperName = account.Name?.toUpperCase() ?? '';
+String accountName = contact?.Account?.Name ?? 'No Account';
+```
+
+### UNABLE_TO_LOCK_ROW
+
+**Root cause:** Two concurrent transactions updating the same record(s). Fix with retry logic (Queueable), `FOR UPDATE` in SOQL, or reducing batch size.
+
+### MIXED_DML_OPERATION
+
+**Root cause:** Setup objects (User, Profile) and non-setup objects in the same transaction. Separate with `@future` or `System.runAs()` in tests.
+
+### Too many DML rows: 10001
+
+**Root cause:** DML on >10,000 records. Use Batch Apex to process in chunks.
+
+### Callout from triggers are not supported
+
+**Root cause:** Synchronous callout in trigger context. Use `@future(callout=true)`.
+
+---
+
+## Flow Debugging
+
+### Flow Debug Mode
+
+1. Setup > Flows > Open Flow Builder
+2. Click "Debug" button (top right)
+3. Set input variables and "Run as" user
+4. Click "Run"
+5. Step through elements, inspect variable values
+6. "Rollback" checkbox: undo DML changes during debug
+
+### Common Flow Errors
+
+| Error | Root Cause | Fix |
+|-------|-----------|-----|
+| "An unhandled fault has occurred" | Missing fault connectors | Add fault paths on all DML/callout elements |
+| Flow SOQL 101 limit exceeded | Get Records inside a loop | Move Get Records outside loop, use Collection Filtering |
+| "This flow can't access the variable" | Variable not marked for input/output | Enable "Available for input/output" on the variable |
+
+---
+
+## LWC Debugging
+
+### Browser Developer Tools
+
+```javascript
+import { LightningElement, wire } from 'lwc';
+
+export default class AccountCard extends LightningElement {
+    connectedCallback() {
+        console.group('AccountCard mounted');
+        console.log('accountId:', this.accountId);
+        console.groupEnd();
+    }
+
+    handleError(error) {
+        console.error('AccountCard error:', JSON.stringify(error));
+    }
+}
+```
+
+### Enable Lightning Debug Mode
+
+1. Setup > Session Settings
+2. Enable "Enable Debug Mode for Lightning Components"
+3. Slower but provides better error messages and unminified source
+
+### Chrome Extensions
+
+Install "Salesforce Inspector Reloaded" for real-time metadata browsing, direct record access, API Inspector, and SOQL query runner.
+
+---
+
+## Integration Debugging
+
+### Capture Callout Logs
+
+```apex
+public class DebugCalloutService {
+    public static HttpResponse send(HttpRequest req) {
+        System.debug(LoggingLevel.INFO, 'CALLOUT REQUEST: ' + req.getMethod() + ' ' + req.getEndpoint());
+        System.debug(LoggingLevel.FINE, 'REQUEST BODY: ' + req.getBody());
+        Http http = new Http();
+        HttpResponse res = http.send(req);
+        System.debug(LoggingLevel.INFO, 'CALLOUT RESPONSE: ' + res.getStatusCode());
+        System.debug(LoggingLevel.FINE, 'RESPONSE BODY: ' + res.getBody());
+        return res;
+    }
+}
+```
+
+### Viewing Callout Details in Debug Log
+
+With `CALLOUT: FINE` level enabled:
+
+```
+CALLOUT_REQUEST|....|POST https://api.example.com/orders
+CALLOUT_RESPONSE|....|200 {"orderId":"123","status":"OK"}
+```
+
+---
+
+## Related
+
+- **Agent**: `sf-review-agent` -- for interactive, in-depth guidance
+- **Constraints**: `sf-apex-constraints` -- governor limits and Apex coding rules