인프라·DevOps 스킬

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use this skill when configuring Marketing Cloud Engagement (formerly ExactTarget): business units, user roles, sender profiles, delivery profiles, send classifications, and account-level settings. NOT for MCAE / Account Engagement (Pardot) setup — use admin/mcae-pardot-setup. NOT for designing a multi-brand parent/child BU hierarchy — use architect/multi-bu-marketing-architecture.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use this skill when designing or documenting a lead scoring model in Salesforce Sales Cloud or Account Engagement: qualifying criteria, MQL/SQL threshold definitions, scoring dimensions (demographic, firmographic, behavioral), and sales handoff SLA. NOT for configuring the scoring, grading, and automation rules in Account Engagement — use admin/mcae-lead-scoring-and-grading. NOT for the whole marketing program's lifecycle stages and platform scope — use admin/marketing-automation-requirements.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Public Sector Solutions (PSS) setup: licensing, permits, inspections, benefits, case management for government, citizen portals, and grant management. NOT for standard Service Cloud cases — use admin/case-management-setup. NOT for a plain portal site — use admin/experience-cloud-site-setup.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use this skill to configure and manage NPSP Household Accounts: household naming rules, formal/informal greeting formats, primary contact designation, household merges, and household splits. Trigger keywords: NPSP household naming, household account not updating, merge duplicate households NPSP, household greeting customization, primary affiliation NPSP. NOT for FSC (Financial Services Cloud) households — use admin/household-model-configuration. NOT for bulk-loading constituents and households into NPSP — use data/constituent-data-migration.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Configure Messaging for In-App and Web (MIAW) channels in Service Cloud: Messaging Channel, Embedded Service Deployment, CORS/CSP Trusted Sites, pre-chat fields, session routing by Queue or Omni-Channel Flow, Status-Based capacity, Live Agent migration. Trigger keywords: MessagingChannel, EmbeddedServiceConfig, messagingChannelType, EmbeddedMessaging, sessionHandlerQueue, sessionHandlerFlow, embeddedConfig, automatedResponses, CorsWhitelistOrigin, CspTrustedSite, BrandingSet, MessagingSession, MessagingEndUser, enhanced chat, embedded messaging, chat widget, pre-chat form, auto-response. NOT for an Agentforce agent in the chat window - use agentforce/agent-channel-deployment. NOT for Omni-Channel enablement, Service Channels or skills-based routing - use admin/omni-channel-routing-setup.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use this skill when configuring a new or existing Marketing Cloud Account Engagement (MCAE, formerly Pardot) business unit: Salesforce v2 connector activation, connector user permissions, Salesforce User Sync, prospect field sync rules, tracking domain setup, and Account Engagement Lightning App installation. NOT for connecting Marketing Cloud Engagement (email studio, journeys) to Salesforce - use admin/marketing-cloud-connect. NOT for calling the Account Engagement REST API from code - use apex/mcae-pardot-api.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Configure Salesforce Industries Insurance (Financial Services Cloud Insurance): permission set licenses, irreversible org settings, core insurance objects, coverage types, claim configuration, and OmniScript-based quoting via the Insurance Product Administration API. Trigger keywords: insurance setup, FSC Insurance, InsurancePolicy object, InsurancePolicyCoverage, policy quoting OmniScript, claim type configuration, InsProductService, Digital Insurance Platform, many-to-many policy, multiple producers. NOT for which FSC Insurance modules to license or how to architect claims and underwriting — use architect/insurance-cloud-architecture. NOT for generic OmniStudio setup, CPQ/Pricebook quoting or Health Cloud.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use this skill to design, configure, and troubleshoot Salesforce Entitlement Management on Cases: entitlement processes, milestone definitions, recurrence types, milestone actions (success/warning/violation), business hours assignment, and entitlement templates. Covers the deployable EntitlementProcess / MilestoneType / EntitlementTemplate / EntitlementSettings metadata, signed timeLength time triggers, recurrenceType semantics, process versioning, and how a milestone actually completes. Trigger keywords: entitlement process, milestone, SLA timer, milestone tracker, first response SLA, time trigger, recursChained, CaseMilestone, EntitlementId, SlaProcess, stopped clock. NOT for SLA milestones on Field Service work orders — use admin/fsl-sla-configuration-requirements. NOT for time-based case escalation rules — use admin/escalation-rules. NOT for the business-hours calendar itself — use admin/business-hours-and-holidays.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.