platform-list-view-generate
Use this skill when users need to create, generate, or validate Salesforce List View metadata. Trigger when users mention list views, filtered record lists, creating views, setting up record columns, filtering records by criteria, or ask about list view visibility. Also use when users say things like "I need a view that shows...", "filter records by...", "create a list view for...", or when they're working with ListView XML files and need validation or troubleshooting.
Full skill instructions
Use this skill when you need to:
Salesforce List Views define filtered, column-based record listings on an object's tab.
Unless specifically requested to be generated inline, List Views are stored at:
Key elements:
References:
Choose how broadly the view should appear in the org.
Choose "Visible to all users" when:
Choose "Owner-only/Restricted" when:
When in doubt: Default to "Visible to all users".
Choose minimal, high-signal columns when:
Choose richer column sets when:
When in doubt: Start with 4–6 columns that directly support the primary task.
For custom fields, use exact API names (e.g., Status__c), not labels.
Wrong:
Right:
For standard fields on Custom Objects, use already defined names:
Wrong:
Right:
The standard fields on Custom Objects are:
Picklists require equals/notEqual; date fields require date operators; boolean values are 0 and 1; do not mix text-only operators with non-text fields.
Wrong:
Right:
File name, fullName (also sometimes referred to as DeveloperName), and uniqueness must align.
Wrong:
Right:
Place files under the object's listViews directory or deployments will fail to resolve components. Only if a user requests it, may the listView may be included inline in force-app/main/default/objects/<ObjectName>/<ObjectName>.object-meta.xml
Path:
Document before implementation:
Use a Lightning-compatible template and ensure valid XML:
<?xml version="1.0" encoding="UTF-8"?>
<ListView xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>OpenMine</fullName>
<label>Open - My Records</label>
<filterScope>Mine</filterScope>
<columns>NAME</columns>
<columns>Status__c</columns>
<columns>OWNER.ALIAS</columns>
<columns>LAST_UPDATE</columns>
<filters>
<field>Status__c</field>
<operation>equals</operation>
<value>Open</value>
</filters>
<sharedTo>
<role>CEO</role>
<roleAndSubordinatesInternal>COO</roleAndSubordinatesInternal>
</sharedTo>
</ListView>
Notes:
| Error | Cause | Fix |
|---|---|---|
| "Invalid field Status" | Used label instead of API name, or used API Name instead of defined name for Standard Field | Use Status__c (or correct API name), or NAME instead of Name (for Standard Fields) |
| "Invalid filter operator" | Operator not valid for field type | Choose operation compatible with field type (e.g., equals for picklist) |
| "Component not found at path" | Wrong folder or file name | Place in objects/<Object>/listViews and align file name with fullName |
| "Malformed booleanFilterLogic" | Syntax or index mismatch | Use "1 AND 2" style, ensure filters index order matches |
Salesforce debug log analysis and troubleshooting with 100-point scoring. TRIGGER when: user analyzes debug logs, hits governor limits, reads stack traces, or touches .log files from Salesforce orgs. DO NOT TRIGGER when: running Apex tests (use platform-apex-test-run), generating or fixing Apex code (use platform-apex-generate), or Agentforce session tracing (use agentforce-observe).
SOQL query generation, optimization, and analysis with 100-point scoring. Use this skill when the user needs SOQL/SOSL authoring or optimization: natural-language-to-query generation, relationship queries, aggregates, query-plan analysis, and performance or safety improvements for Salesforce queries. TRIGGER when: user writes, optimizes, or debugs SOQL/SOSL queries, touches .soql files, or asks about relationship queries, aggregates, or query performance. DO NOT TRIGGER when: bulk data operations (use platform-data-manage), Apex DML logic (use platform-apex-generate), or report/dashboard queries.
Salesforce DevOps automation using sf CLI v2. TRIGGER when: user deploys metadata, creates/manages scratch orgs or sandboxes, sets up CI/CD pipelines, or troubleshoots deployment errors with sf project deploy. DO NOT TRIGGER when: writing Apex code (use platform-apex-generate), building LWC components (use experience-lwc-generate), creating metadata definitions (use platform-custom-object-generate or platform-custom-field-generate), or querying org data (use platform-data-manage).
ALWAYS USE THIS SKILL to retrieve metadata from an org to your local project using the sf project retrieve start command. Supports multiple retrieval modes: retrieve all remote changes, retrieve by source directory, retrieve by metadata type with wildcards, retrieve by manifest (package.xml), or retrieve by package name. Use when the user asks to retrieve, pull, sync, or download metadata, Apex classes, custom objects, or org changes. Supports source format (default) or metadata format (ZIP). DO NOT TRIGGER for deploying metadata (use platform-metadata-deploy skill), listing metadata, or generating package.xml. NEVER use MCP tools - always use this skill and the Bash tool with sf project retrieve start.
Use this skill when users need to create, generate, or validate Salesforce Custom Field metadata. Trigger when users mention custom fields, field types, Roll-up Summary fields, Master-Detail relationships, Lookup relationships, formula fields, picklists, dependent (controlling) picklists, referencing a value set from a field, or scoping/limiting picklist values for a specific record type. Also use when users encounter field deployment errors, especially around Roll-up Summary format, Master-Detail constraints, formula issues, or a record type that won't deploy without a business process. Use this skill for custom field metadata work, field generation, and field troubleshooting. DO NOT TRIGGER for creating or customizing the value set itself — defining a new GlobalValueSet, or modifying a StandardValueSet catalog like Industry or Lead Source — use platform-value-set-generate instead; this skill covers the field that references a value set, not the value set definition.
Generates correct, deployable Salesforce permission set metadata (PermissionSet XML) with object, field, user, and app permissions. Use this skill when creating or editing permission set metadata, object permissions, field-level security (FLS), tab visibility, or deploying permission sets.
Run Salesforce Code Analyzer to scan code for security, performance, best practice, and code style violations. Supports all engines (PMD, ESLint, CPD, RetireJS, Flow, SFGE, ApexGuru), targets (files, folders, git diff), categories, and severities. Also handles post-scan exploration: filtering results by engine/severity/category/file, and explaining what rules mean. TRIGGER when: user says 'scan my code', 'check security issues', 'run PMD/ESLint', 'find duplicates', 'analyze Flows', 'check vulnerable libraries', 'AppExchange review', 'lint my LWC', 'static analysis', 'code quality', 'show security violations', 'what is this rule', 'explain ApexCRUDViolation', 'filter results', or mentions engines/file types (.cls, .trigger, .js, .flow-meta.xml). Use this skill for scanning, exploring results, and listing rules. DO NOT TRIGGER when: user asks only about installation/configuration (use dx-code-analyzer-configure), or wants to create a custom rule (use dx-code-analyzer-custom-rule-create).
Generate Salesforce Flows using the MCP tool execute_metadata_action. Use when the user asks to create, build, or generate a flow — including Screen, Autolaunched, Record-Triggered (before/after-save), Scheduled. Also trigger for flow-like requests such as "when a record is created", "trigger daily at", "send an email when", "update the field when", "automate", "workflow", or "flow XML/metadata". This is the only skill for Salesforce Flow generation.
Use this skill when users need to create, generate, or validate Salesforce Custom Object metadata. Trigger when users mention custom objects, creating objects, object metadata, .object files, sharing models, name fields, or validation rules on objects. Also use when users say things like "create a custom object", "generate object metadata", "set up an object for...", or when they're troubleshooting object deployment errors especially around sharing models and Master-Detail relationships. Always use this skill for any custom object metadata work, including enriching and keeping the object's description current whenever its fields or validation rules change. Do NOT use this skill for non-Custom-Object metadata (Apex, Flows, LWC, Permission Sets, Custom Metadata Types) or for standard Salesforce objects.
Salesforce data operations with 130-point scoring. Use this skill to create, update, delete, bulk import/export, generate test data, and clean up org records using sf CLI and anonymous Apex. TRIGGER when: user creates test data, performs bulk import/export, uses sf data CLI commands, needs data factory patterns for Apex tests, or needs to seed/clean records in a Salesforce org. DO NOT TRIGGER when: SOQL query writing only (use platform-soql-query), Apex test execution (use platform-apex-test-run), or metadata deployment (use platform-metadata-deploy).
Lightning Web Components with PICKLES methodology and 165-point scoring. Use this skill when the user creates or edits LWC components, builds wire service patterns, or writes Jest tests for LWC. TRIGGER when: user creates/edits LWC components, touches lwc/**/*.js, .html, .css, .js-meta.xml files, or asks about wire service, SLDS, or Jest LWC tests. DO NOT TRIGGER when: Apex classes (use platform-apex-generate), Aura components, or Visualforce.
Apply SLDS-compliant UI using the correct blueprints, styling hooks, utility classes, and icons. Use when building any UI that needs SLDS, choosing between Lightning Base Components and SLDS Blueprints, applying styling hooks for theming, using utility classes for layout and spacing, or selecting icons. Triggers include "build a modal", "create a form", "data table", "SLDS styling", "style with hooks", "add an icon".
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