ビジネスのスキル

Use when preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to stakeholders. Triggers: 'upcoming Salesforce release', 'release notes triage', 'Release Updates', 'sandbox preview opt-in', 'release readiness checklist', 'production upgrade date', 'feature impact', 'critical update', 'roll out the Spring release safely', 'is our org ready for the Spring release', 'release update settings metadata', 'FlowSettings release update field', 'release run sheet', 'preview sandbox refresh freeze', 'settings deploy flipped a release update'. Also covers: which Release Updates are deployable as Settings metadata, the release run sheet artefact, and the preview opt-in refresh-date rule. NOT for planning your own release train — use devops/release-management. NOT for user training and go-live comms — use admin/change-management-and-training.

日本語の概要は準備中です。原文の説明を表示しています。

Custom Report Type design — when to create a CRT vs use the standard, A-with-B-without and A-without-B joins, primary/secondary/related-via-lookup objects, the 60-field display limit, and field-set vs cross-join layouts. NOT for building the report or dashboard itself once the report type exists — use admin/reports-and-dashboards-fundamentals. Keywords: reportType metadata, baseObject, outerJoin, ObjectRelationship, ReportLayoutSection, checkedByDefault, displayNameOverride, deployed false, custom report type sprawl, report type inventory.

日本語の概要は準備中です。原文の説明を表示しています。

Eliciting and documenting a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules. Trigger keywords: sales process design, stage discovery, entry criteria, exit criteria, stage gate, win/loss categorisation, sales methodology, pipeline stages, opportunity stage mapping, stage ladder, probability ladder, forecast category mapping, required fields per stage, stage swim lane, discovery workshop, handoff brief. NOT for configuring OpportunityStage, Sales Processes or Path in Setup — use admin/opportunity-management. NOT for cross-functional swim-lane maps — use admin/process-flow-as-is-to-be.

日本語の概要は準備中です。原文の説明を表示しています。

Open, classify, and escalate support cases with Salesforce Technical Support via the Help portal: choosing severity, engaging Premier Success, the Escalate to Technical Support Management path, tracking incidents on the Trust site. NOT for escalating your own org's cases after N hours - use admin/escalation-rules. NOT for SLA milestone timers and entitlement processes - use admin/entitlements-and-milestones.

日本語の概要は準備中です。原文の説明を表示しています。

Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose. Triggers: 'Developer sandbox', 'Developer Pro', 'Partial Copy', 'Full sandbox', 'sandbox refresh', 'data masking', 'test environment', 'Gov Cloud sandbox'. NOT for how many environments a program needs and how they map to branches - use devops/environment-strategy. NOT for re-seeding reference data after a refresh - use data/sandbox-refresh-data-strategies. Also covers: SandboxPostCopy Apex class, SandboxInfo and SandboxProcess Tooling API, SandboxSettings metadata, sandbox topology table, refresh calendar.

日本語の概要は準備中です。原文の説明を表示しています。

Use when designing or refactoring record types across objects with many profiles, business processes, or picklist variations. Covers layout assignment explosion, Dynamic Forms migration, and record type ID portability. NOT for basic record type setup or page layout assignment — use admin/record-types-and-page-layouts. NOT for converting one page layout to Dynamic Forms — use admin/dynamic-forms-migration. Trigger keywords: record type consolidation, layout assignment matrix, recordTypeVisibilities, layoutAssignments, Master record type default, bulk RecordTypeId migration, record type audit, RecordType wildcard package.xml.

日本語の概要は準備中です。原文の説明を表示しています。

Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management. Triggers: 'create a survey', 'NPS score', 'survey invitation', 'survey response report', 'customer feedback form', 'guest user survey access', 'SurveyInvitation', 'SurveySubject', 'SurveySettings', 'sendSurveyInvitation', 'survey not linked to case', 'deploy a survey between orgs'. NOT for choosing between CSAT, NPS, and CES as your CX metric — use architect/customer-effort-scoring. NOT for third-party survey tools like SurveyMonkey or Qualtrics.

日本語の概要は準備中です。原文の説明を表示しています。

Distinguish the six real reasons a Salesforce query can 'fail', and the protocol for diagnosing before declaring: object doesn't exist, not queryable in edition, permission-denied, field-level errors, namespace prefix missing, API version mismatch. NOT for one object's own query restrictions, required filters or row caps - use apex/soql-object-limits-and-restrictions. NOT for a query that works but is slow - use data/soql-query-optimization.

日本語の概要は準備中です。原文の説明を表示しています。

Use when setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep assignment. Triggers: 'cadence builder', 'HVS cadence', 'work queue steps', 'sales engagement setup', 'sequence steps not appearing', 'cadence not sending email', 'Sales Engagement permission set'. NOT for cadence enrollment from Apex — use apex/sales-engagement-api. NOT for MCAE/Pardot nurture — use admin/lead-nurture-journey-design.

日本語の概要は準備中です。原文の説明を表示しています。

Configure Einstein Activity Capture (EAC) for an org: enable the feature, create Configuration profiles, set auth type (User-Level or Org-Level OAuth), define email and calendar sync scope, excluded domains and privacy settings, assign users, verify sync health. NOT for querying synced emails or events in SOQL, Apex or reports — use apex/einstein-activity-capture-api. NOT for Opportunity Scoring or Pipeline Inspection — use agentforce/einstein-copilot-for-sales.

日本語の概要は準備中です。原文の説明を表示しています。

Use when configuring or troubleshooting email deliverability for Marketing Cloud or Salesforce orgs: sender authentication (SPF, DKIM, DMARC), private sending domain setup, dedicated IP warm-up, list hygiene practices, and sender reputation monitoring. NOT for building a Marketing Cloud email — use admin/email-studio-administration. NOT for unsubscribe and consent — use admin/consent-management-marketing. Also covers the Salesforce Core deliverability surface: EmailAdministrationSettings, EmailAuthorizationSettings, EmailDomainKey (DKIM), EmailRelay, EmailDomainFilter, OrgWideEmailAddress verification, bounce management, and the 5,000-a-day outbound email cap.

日本語の概要は準備中です。原文の説明を表示しています。

Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQ__Subscription__c. NOT for designing the amendment/renewal architecture or swap pattern — use architect/subscription-management-architecture. NOT for amending or renewing contracts from Apex — use apex/cpq-api-and-automation. Also covers the standard Contract and Order objects underneath CPQ — Contract Status vs StatusCode, activation locking, EndDate auto-calculation, ContractSettings and OrderSettings, reduction orders, and renewal-reminder automation. Trigger keywords: Contract, ContractStatus, StatusCode, ActivatedDate, OwnerExpirationNotice, ContractTerm, EndDate, Order, OrderItem, reduction order, ContractSettings, OrderSettings, renewal reminder. NOT for Revenue Cloud or Subscription Management objects — use architect/revenue-cloud-architecture and architect/subscription-management-architecture.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when designing a product catalog taxonomy, planning attribute strategy, or determining search and navigation structure for a B2B or B2C/D2C Commerce store. Triggers on: taxonomy design questions, attribute planning, search index strategy, category navigation structure, or merchandising hierarchy decisions. NOT for wiring the catalog itself — WebStoreCatalog, entitlement policies, product assignment — use admin/commerce-product-catalog. NOT for configuring searchable or facetable attributes, sort rules and index rebuilds — use apex/commerce-search-customization.

日本語の概要は準備中です。原文の説明を表示しています。

Design the engagement model for an Experience Cloud community: reputation levels, ideation, and content contribution strategy. Triggers: 'community engagement strategy', 'gamification Experience Cloud', 'reputation levels setup', 'ideation community portal', 'member recognition program'. NOT for blocking, flagging or approving what members post — use admin/experience-cloud-moderation. NOT for measuring logins, page views or engagement after launch — use data/community-analytics-data. Also covers: the Network reputation elements that carry the ladder (enableReputation, reputationLevels/level/label/lowerThreshold, reputationPointsRules/pointsRule/eventType/points), the 16 documented reputation eventType values and their default points, ManagedTopics / ManagedTopic (Navigational vs Featured, position 0-24), NetworkMember.ReputationPoints seeding, and why FeedItem cannot carry the engagement dashboard.

日本語の概要は準備中です。原文の説明を表示しています。

Router for the 83 SfSkills `lwc` skill packages. Lightning Web Components: reactivity, wire adapters, component communication, accessibility, performance, security and Jest testing. Use when the request mentions LWC, Lightning Web Component, wire, @api, @track, lightning-record-form, shadow DOM, Jest, Lightning Message Service, Aura migration, Lightning page. Finds and opens the exact skill package to read; it does not contain the guidance itself.

日本語の概要は準備中です。原文の説明を表示しています。

Router for the 53 SfSkills `agentforce` skill packages. Agentforce and Einstein: agents, topics, actions, prompt templates, grounding, guardrails, evaluation and production readiness. Use when the request mentions Agentforce, agent topic, agent action, prompt builder, Einstein, Trust Layer, grounding, RAG, guardrails, agent evaluation, prompt injection. Finds and opens the exact skill package to read; it does not contain the guidance itself.

日本語の概要は準備中です。原文の説明を表示しています。

Router for the 61 SfSkills `integration` skill packages. INBOUND integration and the API surface itself: the Salesforce REST and SOAP APIs, Bulk API 2.0 jobs, Platform Events, CDC, Pub/Sub, Named Credentials and middleware. For calling OUT to someone else's API from Apex, use salesforce-apex instead. Use when the request mentions integration, Salesforce REST API, composite API, SOAP API, Bulk API 2.0 job, Platform Event, Change Data Capture, Pub/Sub, inbound webhook, Named Credential, OAuth, connected app, MuleSoft, Salesforce Connect, external system calling Salesforce. Finds and opens the exact skill package to read; it does not contain the guidance itself.

日本語の概要は準備中です。原文の説明を表示しています。

Router for the 70 SfSkills `devops` skill packages. Salesforce delivery: source tracking, packaging, branching, CI/CD pipelines, environment strategy and deployment troubleshooting. Use when the request mentions deploy, deployment, sfdx, sf CLI, scratch org, sandbox, unlocked package, change set, CI/CD, GitHub Actions, release, rollback, source tracking. Finds and opens the exact skill package to read; it does not contain the guidance itself.

日本語の概要は準備中です。原文の説明を表示しています。

Entry point for the SfSkills Salesforce library: 1,040 skill packages across 11 domains (admin, agentforce, apex, architect, data, devops, flow, integration, lwc, omnistudio, security), 70 run-time agents and 92 slash commands. Use for any Salesforce, Force.com or Lightning Platform question — Apex, SOQL, SOSL, triggers, Flow, LWC, sObject, custom field, permission set, profile, sharing rule, validation rule, deployment, sandbox, Agentforce, OmniStudio, org setup. This skill does not answer Salesforce questions itself; it routes to the specific skill package that does, then hands off to a domain router.

日本語の概要は準備中です。原文の説明を表示しています。

Programmatically driving Salesforce Approval Processes from Apex — `Approval.process(ProcessSubmitRequest)` to submit, `ProcessWorkitemRequest` to approve / reject / reassign, recall semantics, querying `ProcessInstance` and `ProcessInstanceWorkitem` to find pending approvals, and the bulk-submit / bulk-action error-row handling. Covers when to use Apex-driven approval (system-initiated submission, batch approvals, custom UIs) vs leaving the platform's standard buttons in place. NOT for the Approval Process metadata definition itself (that's admin / declarative — see admin/approval-processes), NOT for Flow-based approvals (use flow/flow-orchestration-patterns).

日本語の概要は準備中です。原文の説明を表示しています。

Router for the 106 SfSkills `architect` skill packages. Solution and platform architecture: multi-org strategy, scalability limits, licensing, Well-Architected reviews and architecture decision records. Use when the request mentions architecture, solution design, ADR, Well-Architected, scalability, large data volume, multi-org, licensing, tenant isolation, HA/DR, technical debt. Finds and opens the exact skill package to read; it does not contain the guidance itself.

日本語の概要は準備中です。原文の説明を表示しています。

Router for the 159 SfSkills `apex` skill packages. Apex and SOQL: triggers, Apex governor limits, async processing, OUTBOUND HTTP callouts, security enforcement, and test patterns. Owns calling an external API FROM Salesforce; salesforce-integration owns inbound. Generic nightly scheduling without naming code belongs to salesforce-flow. Codebase security review belongs to salesforce-security. NOT for SOSL — use salesforce-data. Use when the request mentions Apex, trigger, SOQL, Apex governor limit, batch, queueable, @future, schedulable, test class, CPU time, heap, with sharing, StripInaccessible, callout, HTTP callout, HttpRequest, call an external API, consume a REST API from Apex, Named Credential in Apex, HttpCalloutMock, Apex REST service. Finds and opens the exact skill package to read; it does not contain the guidance itself.

日本語の概要は準備中です。原文の説明を表示しています。

Router for the 261 SfSkills `admin` skill packages. Declarative Salesforce configuration: objects, fields, record types, page layouts, permission sets, reports, the record-access model (OWD, role hierarchy, sharing rules), and the requirements work that precedes them. Use when the request mentions custom object, custom field, picklist, record type, page layout, permission set, profile, validation rule, report, dashboard, queue, approval process, user setup, sharing rule, org-wide default, OWD, role hierarchy, record access, record visibility, who can see this record, duplicate rule, matching rule, duplicate prevention, clean up duplicates, merge governance, Spring release, seasonal release, Release Updates, Sandbox Preview. Finds and opens the exact skill package to read; it does not contain the guidance itself.

日本語の概要は準備中です。原文の説明を表示しています。

Router for the 34 SfSkills `omnistudio` skill packages. OmniStudio: OmniScripts, FlexCards, DataRaptors, Integration Procedures, Business Rules Engine and DataPack deployment. Use when the request mentions OmniStudio, OmniScript, FlexCard, DataRaptor, Integration Procedure, Business Rules Engine, calculation procedure, DataPack, Vlocity. Finds and opens the exact skill package to read; it does not contain the guidance itself.

日本語の概要は準備中です。原文の説明を表示しています。