Results for “admin”

Use when a task needs the judgment of an executive administrative assistant — triaging a stacked calendar against competing priorities, deciding what reaches an executive versus what gets redirected, reconciling a multi-city travel itinerary or expense report, drafting on an executive's behalf within a delegated-authority boundary, or handling a scheduling conflict across time zones.

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Use when a task needs the judgment of a Postsecondary Education Administrator (dean, department chair, provost-level, or program director) — making a program/curriculum decision, managing faculty and enrollment/budget tradeoffs, evaluating an accreditation or academic policy issue, or balancing academic mission against institutional financial sustainability.

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Use when a task needs the judgment of an Education and Childcare Administrator for Preschool/Daycare settings — running a preschool or childcare center's operations, evaluating a curriculum or staffing decision, handling a licensing/regulatory compliance issue, or balancing enrollment/financial sustainability against program quality.

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Use when a task needs senior database-administrator judgment — diagnosing replication lag or a stalled query, sizing a connection pool or index, planning a schema migration on a live table, running backup/restore and failover drills, or triaging a production incident traced to the database.

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Use when a task needs the judgment of an Administrative Law Judge, Adjudicator, or Hearing Officer — applying a mandatory sequential/structured evaluation framework in required order, weighing conflicting medical or vocational opinion evidence using specific regulatory factors, writing findings that explicitly address significant contrary evidence in the record, drafting a credibility/consistency finding tied to specific record citations, or checking whether a draft decision would survive substantial-evidence review.

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Manages Google Analytics account and property settings, enables the Analytics Admin API via the Cloud CLI, lists accounts and properties, and manages data streams, custom dimensions, conversion events, and integrations. Use when you need to programmatically configure Google Analytics accounts, provision properties, manage data retention, configure Measurement Protocol secrets, or manage Firebase and Google Ads links.

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Setup Ubuntu server Nginx fail2ban backup monitoring disaster recovery — sysadmin ครบมือ

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Use this skill when designing the human-executable UAT test cases that prove a Salesforce feature works for a specific persona — the per-persona scripts with preconditions, data setup, permission setup, ordered steps, and pass/fail evidence that close out an RTM row. Trigger keywords: UAT test case salesforce, user acceptance test script salesforce, manual test salesforce feature, UAT script per persona, UAT precondition data setup, UAT permission set assignment for testing, negative path UAT case. NOT for high-level UAT planning, defect classification, regression strategy, or sign-off (use admin/uat-and-acceptance-criteria). NOT for the Given/When/Then technique used to write the AC the case is derived from (use admin/acceptance-criteria-given-when-then). NOT for Apex test method generation (use agents/test-class-generator). NOT for test data factory patterns (use templates/apex/tests/TestDataFactory.cls). NOT for performance or load testing.

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Use when writing, auditing, or troubleshooting Salesforce Validation Rules. Triggers: 'validation rule', 'required field formula', 'rule fires unexpectedly', 'integration failing validation', 'data quality', 'errorConditionFormula', 'errorDisplayField', 'errorMessage 255 characters', 'ValidationRule metadata', 'validationRule-meta.xml', 'deploy validation rule inactive', 'bypass custom permission', 'FIELD_CUSTOM_VALIDATION_EXCEPTION', 'validation rule on custom metadata type', 'compound field validation rule', 'require at least one child record before a stage', 'HasOpportunityLineItem'. NOT for Flow-based validation — use admin/flow-for-admins for that.

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Use when access must reach past the record owner's role hierarchy. Trigger keywords: sharing rule, criteria-based sharing rule, owner-based sharing rule, sharing rule recalculation, guest user sharing rule, share with a public group, SharingRules metadata. NOT for org-wide defaults - use admin/sharing-and-visibility. NOT for programmatic shares - use apex/apex-managed-sharing. NOT for subtracting access - use admin/restriction-rules.

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Use this skill when writing acceptance criteria for Salesforce features, structuring UAT test scripts from user stories, classifying defects found during UAT, or planning regression testing before a Salesforce release. Trigger keywords: UAT, user acceptance testing, test script, acceptance criteria, defect classification, regression testing, test plan, test case. NOT for Given/When/Then AC syntax — use admin/acceptance-criteria-given-when-then. NOT for the per-case field schema and AC-to-case decomposition — use admin/uat-test-case-design. NOT for automated Flow or Apex test coverage — use flow/flow-testing. Also covers: UAT plan record, sandbox selection for UAT, pre-UAT environment checklist, sandbox email deliverability for testers, test-user personas, negative and bulk coverage, defect triage categories, go/no-go sign-off, quick-deploy window.

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Usage-based pricing in Revenue Cloud: metered billing, usage records, rating, tiering, consumption schedules. NOT for choosing a CPQ pricing method (List, Block, Cost Plus Markup, Percent of Total) - use admin/pricing-model-design. NOT for legacy Salesforce Billing (blng__) schedules and invoice runs - use admin/billing-schedule-setup.

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Use when choosing between Salesforce record-access mechanisms or reviewing the access model end to end. Trigger keywords: OWD, org-wide defaults, sharingModel, externalSharingModel, record access model, sharing architecture, which sharing mechanism, UserRecordAccess, __Share, RowCause, why can user see too much. NOT for sharing rules - use admin/sharing-rules. NOT for role hierarchy - use admin/role-hierarchy-design.

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Use this skill when configuring Health Cloud referral management: setting up ClinicalServiceRequest-based referrals, provider search, referral status workflows, and network management. NOT for referrals in Financial Services Cloud — use admin/fsc-referral-management. NOT for care team workflow and transition-of-care design — use admin/care-coordination-requirements.

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RecordType ID differences across orgs: dynamic lookup via Schema.SObjectType methods, DeveloperName for stable refs, hard-coded ID anti-patterns, record-type caching, deployment impact. NOT for deciding whether to use record types at all — use admin/record-types-and-page-layouts. NOT for layout/profile explosion at scale — use admin/record-type-strategy-at-scale. NOT for hard-coded Profile, Queue or User IDs in Apex — use apex/apex-hardcoded-id-elimination.

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Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter', 'report subscription', 'dashboard refresh', 'report-meta.xml', 'dashboard running user', 'report folder sharing', 'package.xml report wildcard'. NOT for choosing a report type, bucket fields, summary formulas or joined-report limits — use admin/reports-and-dashboards-fundamentals. NOT for Einstein Analytics / CRM Analytics — use admin/einstein-analytics-basics.

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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.

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Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories into the inspection view, Days in Stage and other deal-change metrics, and pipeline review cadence for sales managers. Use when designing or improving how a team monitors deal health and pipeline movement. NOT for the Revenue Intelligence app, Einstein deal insights, or forecast-accuracy dashboards — use admin/revenue-intelligence-setup. NOT for forecast types, quotas, or forecast hierarchy setup — use admin/collaborative-forecasts. Keywords: pipeline review, coverage ratio, stage conversion, slippage, stale deals, days in stage, LastStageChangeInDays, LastStageChangeDate, AgeInDays, PushCount, ForecastCategoryName, enablePipelineInspection, PipelineInspMetricConfig, OpportunitySettings, review cadence, commit call.

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Use when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site. Triggers: 'gathering requirements for customer portal', 'planning Experience Cloud site', 'what license for community portal', 'portal user journey mapping', 'self-service requirements'. NOT for building the site in Experience Builder — use admin/experience-cloud-site-setup. NOT for designing the deal-registration and MDF processes themselves — use admin/partner-community-requirements. More trigger keywords: portal persona licence matrix, which Experience Cloud licence do these requirements imply, external user needs a Contact and Account, sharing set vs sharing rule for a portal, self-registration vs SSO for a portal, portal requirements catalogue, handoff to Experience Cloud site setup.

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Use when configuring standard Salesforce Quotes, building quote templates for PDF generation, emailing quotes, syncing quotes to opportunity products, or setting up discount approvals on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items', 'QuoteSettings', 'enableQuote', 'QuoteStatus', 'allowEmail', 'SyncedQuoteId', 'IsSyncing', 'QuoteLineItem', 'QuoteDocument', 'GrandTotal', 'Pricebook2Id'. NOT for CPQ (SBQQ) quote templates — use admin/cpq-quote-templates. NOT for the end-to-end quote-to-cash process — use admin/quote-to-cash-requirements.

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Use when designing or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote to Synced Quote to Approval Process to Quote PDF to Order creation. Trigger keywords: quote approval, discount policy, quote PDF limits, order from quote, quote sync, quote template. NOT for CPQ pricing rules or discount schedules — use admin/cpq-pricing-rules. NOT for building the quote template itself — use admin/quotes-and-quote-templates.

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Revenue Intelligence setup: activating the RI app and its CRM Analytics assets, Einstein deal insights, the opportunity-change waterfall, and forecast-accuracy analytics for sales leaders. NOT for configuring the Pipeline Inspection view, its metrics and review cadence - use admin/pipeline-review-design. NOT for forecast types, categories, rollups and quotas - use admin/collaborative-forecasts.

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Use when a report or dashboard is slow, timing out, hitting row limits, or consuming excessive system resources on large-volume objects — covers selective filter strategy, custom report type optimization, async report execution via Analytics API, dashboard refresh scheduling, and grouping/aggregation tuning. Triggers: 'report times out', 'report is slow', 'dashboard not refreshing', 'report row limit hit', 'too many report results'. NOT for CRM Analytics / Tableau CRM performance (separate skill). NOT for sharing-model or visibility issues causing missing rows (use admin/sharing-and-visibility). NOT for building or designing reports from scratch (use admin/reports-and-dashboards-fundamentals).

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Tactical guidance for composing Permission Set Groups: layering permission sets, applying Mute Permission Sets to subtract narrow capabilities, sequencing the recalculation lifecycle, deletion order, and assignment-vs-activation lifecycle. Triggers: 'PSG composition', 'mute permission set', 'PSG recalculation', 'cannot delete permission set in PSG', 'PSG explosion', 'expired PSG assignment'. NOT for the strategic profile-vs-PSG choice or migrating off profiles - use admin/permission-set-architecture. NOT for record-sharing design (OWD, role hierarchy, sharing rules) - use admin/sharing-and-visibility.

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