Salesforce CRM Platform AI Skill Guide

Overview & Engine Architecture

Salesforce is a multi-tenant CRM platform built around standard and custom objects, declarative automation (Flows), and programmatic layers (Apex, LWC). Data is queried with SOQL/SOSL; external systems use REST/Bulk APIs with OAuth. Agents prefer declarative solutions first, keep governor limits in mind, and never hard-code org IDs or secrets in Apex.

UI (Lightning / LWC)
   -> Objects + Fields + Relationships
       -> Flows / Process automation
       -> Apex / Triggers (when needed)
External apps -> OAuth + REST / Bulk / Streaming APIs

When to use this skill