Results for “admin”

Use when a BA or admin needs to document the Salesforce data model: creating field inventories, object relationship maps, ER diagrams, or analyzing field usage across objects. Triggers: 'data dictionary', 'document our data model', 'object relationship map', 'field inventory', 'ER diagram for Salesforce'. NOT for designing the model or choosing lookup vs master-detail — use data/data-model-design-patterns. NOT for generating the Mermaid or PlantUML diagram — use architect/salesforce-erd-and-diagramming. More trigger keywords: field inventory CSV, describe API, getGlobalDescribe, DescribeFieldResult, sObject describe, schema snapshot, schema drift, blank field descriptions, undocumented fields, field ownership, data dictionary review cadence.

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Diagnose and mitigate Salesforce data skew — ownership skew (single user owns >10,000 records) and parent-child skew (>10,000 children under one parent) — that cause sharing recalculation slowness, group membership lock errors, and record-level locking failures. Covers lookup skew and UNABLE_TO_LOCK_ROW, Defer Sharing Calculation (deferGroupMembership / deferSharingRules in Sharing.settings), ownership bucket groups, Controlled by Parent OWD, Bulk API serial vs parallel concurrency for skewed loads, and the documented load ordering for roles, groups and sharing rules. NOT for planning and batching a recalculation job — use data/sharing-recalculation-performance. NOT for designing the sharing model itself — use admin/sharing-and-visibility.

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Create, design, and maintain Calculated Insights in Data Cloud: SQL authoring, dimension and measure definition, scheduling, streaming insights. Trigger keywords: calculated insight, CI SQL, insight measure, insight dimension, streaming insight, insight schedule, Data Cloud metric, insight refresh. NOT for segment filters, audiences and activation - use admin/data-cloud-segmentation. NOT for ingestion, DLO to DMO mapping and identity resolution - use data/data-cloud-data-streams.

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Use when creating, assigning, or checking custom permissions to control feature access beyond CRUD and FLS. Trigger keywords: 'custom permission', 'FeatureManagement.checkPermission', '$Permission global variable', 'feature gate', 'named access grant', 'beta feature flag', 'SetupEntityAccess', 'requiredPermission', 'who has this custom permission'. NOT for gating Apex service code and its tests — use apex/apex-custom-permissions-check. NOT for permission set design — use admin/permission-set-architecture.

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Troubleshooting Connected App OAuth flows — IP relaxation vs IP restriction, refresh token policy traps (default kills the connection on first refresh), session-revocation semantics, the OAuth error-code catalog (`invalid_grant`, `invalid_client_id`, `unsupported_grant_type`), per-user vs admin-pre-approved flows, and the user-policy check (Connected App must be assigned to the user via profile / permset). Covers the Login History debug trail. NOT for designing the OAuth flow itself — use integration/oauth-flows-and-connected-apps. NOT for a SAML / SSO login failure — use security/sso-saml-troubleshooting. Trigger keywords: 'invalid_grant', 'OAUTH_APP_BLOCKED', 'redirect_uri_mismatch', 'LoginHistory Status', 'LoginSubType', 'OauthRefreshToken', 'ForwardedForIp', 'SetupAuditTrail connected app', 'refreshTokenPolicy zero', 'isSecretRequiredForRefreshToken', 'works once then fails', 'diagnosis record'.

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Use this skill when configuring or troubleshooting the Salesforce CPQ Guided Selling wizard: Quote Process records, ProcessInput questions that filter products by field value, mapping answers to Product2 classification fields, and search type choice (Standard, Enhanced, Custom). Trigger keywords: CPQ guided selling, quote process wizard, product selection wizard, SBQQ__QuoteProcess__c, SBQQ__ProcessInput__c, guided product selection, auto select product, product search plugin. NOT for bundles, product options, or product rules — use admin/cpq-product-catalog-setup. NOT for writing a custom ProductSearchPlugin in Apex — use apex/cpq-apex-plugins.

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Use this skill when configuring Salesforce B2B or D2C Commerce checkout: payment methods, shipping/tax integration, guest checkout, order summary setup, and CartCheckoutSession state orchestration. Trigger keywords: checkout flow, payment adapter, shipping tax integration, guest checkout, order summary, CartCheckoutSession, Managed Checkout, Commerce checkout flow. NOT for deciding the checkout design before build (LWR vs Aura) — use admin/commerce-checkout-flow-design. NOT for writing the CommercePayments adapter class — use apex/commerce-payment-integration.

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Use when designing or troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating branded PDFs, or handling multi-language output. Triggers: 'CPQ quote template', 'SBQQ template', 'CPQ PDF', 'line columns', 'quote template sections', 'conditional section', 'CPQ quote document'. NOT for standard non-CPQ quote templates in Setup — use admin/quotes-and-quote-templates. NOT for a Visualforce-built quote PDF — use apex/quote-pdf-customization.

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Configure Salesforce Billing (blng__ managed package) billing schedules, invoice plans, billing policies, and billing treatments on activated Orders. Triggers: 'billing schedule not generating invoices', 'blng__BillingSchedule__c missing after order activation', 'in-advance vs in-arrears billing', 'milestone billing', 'invoice run not picking up order products', 'evergreen billing setup', 'billing treatment configuration'. NOT for revenue schedules, GL transactions and ASC 606 - use admin/revenue-recognition-requirements. NOT for native Revenue Cloud (RLM) BillingSchedule objects - use data/revenue-cloud-data-model.

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Use this skill when planning or executing the human side of an Agentforce or Einstein AI feature rollout — user trust-building, AI-specific training, structured feedback collection via the Feedback API, and adoption measurement via Agentforce Analytics. NOT for turning the Einstein for Sales features on — use agentforce/agentforce-sales-ai-setup. NOT for rollout training with no AI in scope — use admin/change-management-and-training.

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Use this skill when configuring Data Manager in CRM Analytics: enabling objects for sync, scheduling data sync runs, setting up remote connections to external databases, monitoring sync status and error logs, or troubleshooting connected object issues. Trigger keywords: data sync, connected objects, Data Manager, sync schedule, remote connection, Snowflake connector, sync error, incremental sync, CRM Analytics data pipeline. NOT for pushing external data in programmatically via the External Data API — use data/analytics-external-data. NOT for authoring dataflow nodes — use admin/analytics-dataflow-development.

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Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshooting stale or broken datasets. Triggers: 'dataset creation', 'dataflow schedule', 'dataflow quota', 'date field not filterable', 'dataset row limit', 'CRM Analytics data refresh', 'field type mismatch in dataset'. NOT for making an existing dataset smaller or faster — use data/analytics-dataset-optimization. NOT for choosing between Reports, CRM Analytics and Tableau in the first place — use admin/einstein-analytics-basics.

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Use this skill when designing or building CRM Analytics Data Prep recipes — including node selection, join patterns, bucket field configuration, formula expressions, and scheduling. Triggers: 'build a recipe', 'join datasets in analytics', 'bucket a measure field', 'schedule a recipe', 'data prep transformation'. NOT for dataflow JSON and its node types — use admin/analytics-dataflow-development. NOT for tuning a slow or oversized dataset — use data/analytics-dataset-optimization.

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Router for the 101 SfSkills `data` skill packages. Data model, data movement and data quality: migrations, bulk loads, query optimisation, deduplicating at volume, archival. Ordinary-volume duplicate cleanup and prevention use salesforce-admin; come here for hundreds-of-thousands+ dedup or third-party tools. LDV architecture uses salesforce-architect. Use when the request mentions data model, data migration, data load, Data Loader, Bulk API, external id, deduplication at volume, archival, SOSL, cross-object search, sandbox seed data, SandboxPostCopy, native Data Seeding. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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Router for the 63 SfSkills `flow` skill packages. Flow Builder: record-triggered, screen, scheduled and orchestration flows, bulkification, fault handling, limits, testing. "My flow" belongs here even when salesforce-apex also names the limit. Nightly scheduling without naming code defaults here; apex takes it when code/class/Apex is named. Flow-vs-Apex choice before anything is built: admin/process-automation-selection. Use when the request mentions Flow, Flow Builder, record-triggered flow, screen flow, scheduled flow, subflow, fault path, flow element, orchestration, Process Builder migration, Workflow Rule migration, flow limit, flow hitting SOQL limit, too many SOQL queries in a flow, flow bulkification, Get Records performance. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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Use when configuring or troubleshooting a Salesforce B2C Commerce (SFCC) storefront — including Business Manager site creation, SFRA cartridge path setup, customer groups, search index rebuilding, and key quota limits. Trigger keywords: SFCC, Commerce Cloud, Business Manager, storefront, cartridge, SFRA, site preferences, replication. NOT for B2B Commerce on Lightning (WebStore, BuyerGroup) — use admin/b2b-commerce-store-setup. NOT for choosing SFCC vs B2B Commerce — use architect/b2b-vs-b2c-architecture.

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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 94 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.

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Router for the 49 SfSkills `security` skill packages. Platform security and compliance: org hardening, encryption, session policy, MFA, monitoring, incident response, and TROUBLESHOOTING a specific record-access denial. Designing the sharing model itself (OWD, role hierarchy, sharing rules) is salesforce-admin. Use when the request mentions security, org hardening, Shield, platform encryption, field audit trail, MFA, SSO, SAML, session policy, guest user, event monitoring, GDPR, XSS, injection, why can this one user see this record, Apex managed sharing, sharing recalculation. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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แอดมินโซเชียล AI — สร้างปฏิทินโพส, caption, reply template, hashtag ให้แบรนด์

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Build and ship features with security baked in — runs OWASP Top 10 pre-scan, builds and ships with /ship, validates with post-build security review, then penetration tests the result. Use when shipping auth flows, payment logic, API endpoints, admin panels, or any security-sensitive code.

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Evaluate edtech tools for their real impact on teacher time and administrative burden.

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Audit a housing affordability system -- evaluate rent burden calculation accuracy (30% and 50% thresholds), area median income modeling with HUD Income Limits and family size adjustments, Fair Market Rent and SAFMR tracking, payment standard administration, utility allowance schedules.

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Audit commercial lease compliance systems -- CAM reconciliation accuracy (pro-rata share, caps, admin fees), lease abstraction completeness, critical date tracking and deadline alerting, clause compliance monitoring (insurance certificates, permitted use, co-tenancy).

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Comprehensive legal applications skill covering civil/criminal/administrative litigation workflows, trial defense strategies, legal document drafting (complaints, answers, appeals, retrial petitions, enforcement applications, representation opinions, defense statements, legal opinions, etc.), arbitration (commercial & labor), mediation, enforcement procedures, evidence rules, and litigation risk assessment. Trigger when users ask about: lawsuit/litigation/trial, legal documents, court defense, evidence/cross-examination, arbitration, enforcement, legal strategy, filing a case, appeal, retrial, representation, pleading, or any legal procedural guidance.

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