インフラ・DevOpsのスキル

Configure Salesforce Translation Workbench and translate custom labels, picklist values, field labels, page layout sections, or the Experience Cloud language switcher. Triggers: 'how to add a language to Salesforce', 'translate custom labels', 'Translation Workbench setup', 'picklist value translation', 'RTL language support'. NOT for creating the Custom Label records or referencing them from Apex/LWC — use admin/custom-label-management. NOT for locale formatting and RTL layout inside a component — use lwc/lwc-internationalization. Also: CustomObjectTranslation, objectTranslation file, GlobalValueSetTranslation, StandardValueSetTranslation, LanguageSettings, enableTranslationWorkbench, locale code, end-user language, platform-only language, data translation.

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 list views, compact layouts, highlights panels, and search-result presentation so users can scan, find, and act on records quickly across desktop and mobile. Covers the deployable ListView, CompactLayout, SearchLayouts and ProfileSearchLayouts metadata: filterScope, booleanFilter, sharedTo, compactLayoutAssignment, and the package.xml shapes for each. Triggers: 'too many list views', 'compact layout not showing the right fields', 'search layouts vs list views', 'mobile highlights panel', 'list view missing after sandbox refresh', 'deploy a list view between orgs', 'list view column deployed blank', 'compact layout deploy failed', 'compact layout was named in package.xml but was not found in zipped directory'. NOT for page layouts or record types — use admin/record-types-and-page-layouts. NOT for Dynamic Forms — use admin/dynamic-forms-and-actions.

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。

Operational setup guide for Salesforce Energy and Utilities Cloud: license activation, permission sets, industry-specific object configuration (ServicePoint, Meter, MeterReading, Consumption, ServiceAccount, ServiceContract, RatePlan), CIS/billing system integration, and service order management. NOT for generic admin setup, NOT for reading or querying the E&U data model schema (use architect/industries-data-model for that).

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 OmniStudio at the org level: enabling Standard Runtime, selecting the Runtime Namespace, assigning Permission Set Licenses, toggling feature settings, and granting Experience Cloud community access. Trigger keywords: OmniStudio Settings, Standard OmniStudio Runtime, managed package runtime, runtime namespace, OmniStudio Permission Set, OmniStudio PSL. NOT for moving an org off the vlocity namespace — use omnistudio/vlocity-to-native-omnistudio-migration. NOT for deciding whether to adopt OmniStudio — use architect/omnistudio-vs-standard-decision.

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 Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog, TM Forum-aligned order decomposition setup, Account record-type segmentation, contract lifecycle activation. NOT for designing the commercial-to-technical order process itself - use admin/industries-process-design. NOT for calling TM Forum Open APIs (TMF622, TMF679) - use omnistudio/industries-api-extensions.

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 planning, configuring, or maintaining a Salesforce Mobile Publisher branded app — a customer-facing or partner-facing mobile app distributed through Apple App Store or Google Play, built on either the Experience Cloud (LWR/Aura) Mobile Publisher template or the Field Service Mobile Publisher template. Triggers: 'salesforce mobile publisher branded app', 'experience cloud mobile app store distribution', 'mobile publisher push notifications certificate', 'app store review rejection salesforce', 'mobile publisher version policy update'. NOT for the standard mobile app — use admin/lightning-app-builder-advanced. NOT for Field Service mobile — use admin/fsl-mobile-app-setup.

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 or repair lookup filters that constrain a child lookup using fields from the parent record (or a sibling record on the same object). Triggers: 'limit lookup based on another field', 'cross-object lookup filter', 'lookup filter $Source vs $User', 'lookupFilter block in field-meta.xml', 'booleanFilter with three filterItems', 'picker still shows every record after deploy', 'lookup filter error message not translated'. NOT for choosing lookup vs master-detail - use admin/lookup-and-relationship-design. NOT for duplicate matching rule criteria - use admin/duplicate-management. NOT for the rest of the CustomField element set - use admin/custom-field-creation.

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 configuring or troubleshooting Marketing Cloud Connect (MC Connect) — the managed package that links a Salesforce org to a Marketing Cloud account. Covers connector user setup, synchronized data sources, scope configuration, tracking sync, and triggered sends. NOT for MCAE/Pardot connector setup — use admin/mcae-pardot-setup. NOT for synced data extension failures — use data/marketing-cloud-data-sync.

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。

Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting categories. Use when setting up or restructuring the opportunity lifecycle for Sales Cloud. NOT for forecast types, rollup methods, quotas or manager adjustments — use admin/collaborative-forecasts. NOT for agreeing what the stages and exit criteria should be before any build — use admin/sales-process-mapping. NOT for CPQ pricing or product configuration. Keywords: BusinessProcess, sales process, OpportunityStage, ForecastCategoryName, PathAssistant, OpportunitySplit, OpportunitySplitType, OpportunityTeamMember, Opportunity.settings, enableOpportunityTeam, IsClosed, IsWon, IsPrivate.

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 configuring the Financial Services Cloud (FSC) household data model — including Household record type setup, Primary Group assignment, ACR-based membership, rollup field inclusion, and batch rollup scheduling. NOT for NPSP household account configuration (use admin/npsp-household-accounts), non-FSC Account hierarchies, or standard Contact-Account relationships outside of FSC.

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 executing admin-level cleanup in a Salesforce org: deleting unused fields, removing inactive Flow versions, deactivating legacy automation, running Salesforce Optimizer or Org Check, and performing destructive metadata deploys. Triggers: 'clean up unused fields', 'delete inactive flows', 'run Optimizer', 'org has too many custom fields', 'remove old workflow rules', 'Flow version limit'. NOT for assessing or reporting on technical debt (use architect/technical-debt-assessment). NOT for code-level refactoring or Apex cleanup (use apex/ skills).

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 the Industries Enhanced Timeline in Health Cloud to display clinical events, custom object records, and activity history on a patient or member record. Trigger keywords: Enhanced Timeline, TimelineObjectDefinition, Industries Timeline, timeline categories, clinical event display, timeline configuration. NOT for building a custom timeline or patient-card LWC — use apex/health-cloud-lwc-components. NOT for the standard Task and Event activity timeline — use admin/activity-and-task-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。

Media Cloud setup for advertising sales management, audience segmentation, campaign management, revenue management, and cross-channel ad products. NOT for Marketing Cloud setup — use admin/marketing-cloud-engagement-setup. NOT for Data Cloud segments — use admin/data-cloud-segmentation.

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 patient or member records in Salesforce Health Cloud: Person Account enablement, patient record types, care team role configuration, patient card customization, clinical data display. Trigger keywords: patient setup, Health Cloud person account, patient card component, care team roles, clinical data display. NOT for Person Accounts outside Health Cloud - use data/person-accounts. NOT for enrolling a patient into a care program - use admin/care-program-management.

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 an admin or partner needs to package an Experience Cloud (Community) site as a reusable Lightning Bolt Solution for distribution — covers the export workflow from Experience Builder, what gets bundled (ExperienceBundle, custom apps, flow categories, theme, layouts, navigation menus) versus what does NOT (data, CMS content, files), choosing Bolt vs managed package vs unlocked package vs cloning a site, sandbox-to-production promotion, multi-org distribution, AppExchange listing as a Bolt, and template versioning via the LightningBolt metadata `versionNumber`. Triggers: 'turn this community into a reusable template', 'package an Experience Cloud site to ship to multiple orgs', 'export Experience Builder template for AppExchange', 'should we use a Bolt or a managed package for this community', 'create an industry-specific community starter', 'how do we version our partner portal template', 'distribute branded Experience site across business units'. NOT for general Experience Cloud site build, content, or member setup (use admin/experience-cloud-site-setup, admin/experience-cloud-cms-content, admin/experience-cloud-member-management). NOT for shipping Apex / LWC / data-model functionality as a product (use devops/managed-package-development, devops/second-generation-managed-packages, devops/unlocked-package-development). NOT for moving a single Experience site between sandbox and prod as a one-off (use devops/experience-cloud-deployment-admin, devops/cicd-for-experience-cloud).

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 configuring Health Cloud patient consent management: setting up HIPAA authorization forms, consent templates, consent tracking per patient, and withdrawal handling. NOT for querying the AuthorizationFormConsent object hierarchy or its required field values — use data/consent-data-model-health. NOT for GDPR/CCPA marketing opt-out on ContactPointTypeConsent — use security/gdpr-data-privacy.

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 to configure Field Service Lightning service territories — including territory types, operating hours, time slots, territory hierarchy, member types, and polygon boundaries. NOT for Enterprise Territory Management (Territory2) in Sales Cloud — use admin/enterprise-territory-management. NOT for bulk-loading territory polygons or members — use data/fsl-territory-data-setup.

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。

Education Cloud (EDA — Education Data Architecture) setup: student success hub, advisor workflows, enrollment management, academic data model. NOT for the EDA object model in depth (Affiliations, Course_Connection__c) — use data/eda-data-model-and-patterns. NOT for SIS enrollment sync — use integration/sis-integration-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。

Use when configuring grant tracking in a Salesforce nonprofit org: NPSP Outbound Funds Module (open-source outfunds managed package) or Nonprofit Cloud for Grantmaking (separate license). Trigger keywords: grant management, funding awards, disbursement tranches, grantmaking setup, OFM, FundingAward, FundingDisbursement, FundingAwardRequirement. NOT for recording donor gifts and receipts, use admin/gift-entry-and-processing. NOT for reporting program outcomes to a funder, use admin/program-outcome-tracking-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。

Use when designing or configuring public pages on an Experience Cloud site — guest user profile setup, page-level access settings in Experience Builder, object/field visibility for unauthenticated visitors, and explicit sharing rules that expose data on public pages. Triggers: 'configure public pages Experience Cloud', 'guest user profile setup', 'unauthenticated site access', 'public community page visibility', 'make page visible without login'. NOT for authenticated user features (use admin/experience-cloud-member-management). NOT for security hardening or remediation of guest user exposure (use security/guest-user-security). Also covers the deployable shape: pageAccess on the route file, the guest Profile's objectPermissions and fieldPermissions, sharingGuestRules, siteGuestRecordDefaultOwner on CustomSite, and the Network guest flags.

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 nonprofit fundraising lifecycle stages, donor pipeline workflows, cultivation-to-stewardship cycles, or Salesforce Opportunity sales process configuration for NPSP or Nonprofit Cloud. Trigger keywords: fundraising lifecycle, donor pipeline, cultivation stage, solicitation workflow, major gift process, moves management, NPSP Opportunity stages, stewardship cycle, NPC fundraising stages. NOT for lapsed donor re-engagement or portfolio segmentation — use admin/donor-lifecycle-requirements. NOT for Engagement Plan setup — use admin/npsp-engagement-plans.

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 SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure. Triggers: 'configure SEO for community site', 'Experience Cloud page titles meta descriptions', 'sitemap generation community portal', 'robots.txt Experience Cloud', 'noindex Experience Builder page'. NOT for creating the site, LWR vs Aura, or custom domain setup — use admin/experience-cloud-site-setup. NOT for pages a crawler cannot reach because the guest user lacks access — use admin/experience-cloud-guest-access.

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 configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow, Discovery Framework, Revenue Insights. NOT for wealth management process discovery — use admin/wealth-management-requirements. NOT for Action Plan template mechanics — use admin/fsc-action-plans.

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, reviewing, or troubleshooting Salesforce formula fields. Triggers: 'formula field', 'cross-object formula', 'null handling', 'compile size', 'HYPERLINK', 'IMAGE', 'why is formula slow', 'formulaTreatBlanksAs', 'BlankAsZero', 'blank field handling', 'field-meta.xml formula', 'CustomField formula deploy', 'formula returns blank', 'formula field read-only on data load'. NOT for a formula field slowing a SOQL query or blocking an index — use apex/formula-field-performance-and-limits. NOT for Formula resources inside a Flow — use flow/flow-formula-and-expression-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。