스킬 찾기

Use this skill when building custom channel integrations with the Agentforce Agent API or BYOC (Bring Your Own Channel) for CCaaS — covering session lifecycle management, webhook handling, externalSessionKey design, sequenceId sequencing, BYOC Interaction API integration, and conversation state management. NOT for standing up a standard channel (Embedded Service, Slack, Experience Cloud, Messaging) — use agentforce/agent-channel-deployment. NOT for writing the Apex actions the agent invokes — use agentforce/custom-agent-actions-apex.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Cross-tool decision matrix for field-update automation in Salesforce — Before-Save Flow vs After-Save Flow vs Apex Trigger vs the deprecated Workflow Rule + Field Update. Covers the recursion / re-entrancy rules, governor cost per pattern (Before-Save flow is governor-free for the same record), the order-of-execution slot each tool occupies, and the Workflow-Rule-to-Flow migration playbook for field-update actions. NOT for the full record-save order of execution — use apex/order-of-execution-deep-dive. NOT for building the record-triggered Flow once the tool is chosen — use flow/record-triggered-flow-patterns. Trigger keywords: WorkflowFieldUpdate, reevaluateOnChange, onCreateOrTriggeringUpdate, doesRequireRecordChangedToMeetCriteria, failedMigrationToolVersion, Migrate to Flow, workflow-meta.xml, field update deprecated, double writer, second trigger pass.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Redact PII in your own code before it reaches Agentforce prompts, models, and logs. Trigger keywords: agentforce pii, pii redaction, data masking llm, prompt pii filter, audit pii leakage. NOT for turning on the platform's own masking, zero-retention and audit-trail controls — use agentforce/einstein-trust-layer. NOT for masking PII in a refreshed sandbox — use security/sandbox-data-masking.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when defining or refining the tone, voice, and behavioral personality of an Agentforce agent: system instruction encoding, brand voice alignment, adaptive response formats, multi-persona strategies. NOT for writing the actual conversational copy — utterances, fallback messages, escalation phrasing — use admin/agent-conversation-design. NOT for topic scope design — use agentforce/agent-topic-design.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use this skill when designing, auditing, or troubleshooting behavioral boundaries for Agentforce agents — including topic (now subagent) Scope fields, agent-level system instructions, topic/action filters, the Escalation topic, restricted topics, and Instruction Adherence monitoring. Trigger keywords: agent guardrails, agent out of scope, restrict agent behavior, topic scope, subagent scope, agent fallback, Escalation topic, abuse prevention, action filters. NOT for Trust Layer content filtering (Einstein Trust Layer is a separate product concern), NOT for general topic routing design (use agentforce/agent-topic-design), NOT for prompt template construction (use agentforce/prompt-builder-templates).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when configuring Slack-specific Agentforce capabilities AFTER the basic Slack deployment is complete: enabling Slack-native actions, managing public vs. private action scope, mapping Salesforce-to-Slack user identity, or troubleshooting Slack action failures. Triggers: 'add General Slack Actions topic to agent', 'configure canvas creation for Agentforce in Slack', 'Agentforce private action requires user identity mapping', 'Slack agent cannot send DMs after deployment', 'Agentforce Look Up User action not working in Slack', 'how to map Slack users to Salesforce identities for private actions'. NOT for the initial Slack OAuth install, DM vs channel-mention mode, or core agent setup — use agentforce/agent-channel-deployment. NOT for sending a Slack message or creating a channel from a Flow — use flow/flow-for-slack.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when Agentforce run costs are climbing, you need to forecast scale, or you want to reduce tokens per conversation without hurting quality. Covers topic (now subagent) design impact on cost, prompt/template reuse, grounding size discipline, caching, and model-tier selection. Triggers: 'agentforce cost', 'tokens per conversation too high', 'reduce agentforce runs spend', 'forecast agentforce scale cost', 'einstein trust layer tokens'. NOT for capping spend per user with a budget gate and fallback — use agentforce/agent-rate-limit-strategy. NOT for org-wide model-tier and BYOLLM platform strategy — use architect/ai-platform-architecture.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when designing or reasoning about an Agentforce Grid worksheet — the spreadsheet-like Agentforce workspace where rows are jobs and columns are sequential Data / AI / Action steps that process left to right — to run bulk record updates, generate insights, or test multi-turn AI conversations over CRM or Data Cloud (Data 360) data without Apex or Flow. Trigger keywords: Agentforce Grid, workbook, worksheet, grid column, data column, AI column, action column, bulk AI update, Flex Credits per row, metered compute. NOT for building the agent, its topics, or its actions themselves (use agentforce/* action and topic skills), NOT for single-record prompt design (use the prompt-builder skills), NOT for deployable metadata/Apex (Grid is a no-code Studio tool, not a metadata type), and NOT for AI governance/ethics policy (use admin/ai-ethics-and-governance-requirements).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Design Agentforce conversations that span multiple turns without losing context: session variable scoping, conversation memory, clarifying-question patterns, topic-to-topic (now subagent) handoff, and the right abstractions for accumulating state across turns. NOT for deciding the topic boundaries themselves or out-of-scope behavior — use agentforce/agent-topic-design. NOT for single-turn agent actions and their input/output contracts — use agentforce/agent-actions.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when monitoring Agentforce agent sessions, analyzing conversation logs, measuring deflection rates, or diagnosing agent performance issues. Triggers: 'agentforce session analytics', 'how to query agent conversation data', 'monitor agentforce agent effectiveness', 'agent deflection rate', 'utterance analysis agentforce'. NOT for Trust Layer audit logging — use agentforce/einstein-trust-layer. NOT for designing the topic boundaries and guardrails that cause the misrouting you are seeing in the data — use agentforce/agentforce-guardrails.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when designing how an Agentforce agent transfers the conversation to a human agent (Omni-Channel), to another bot/agent, or to an alternate workflow — including context package, deflection, escalation triggers, and user messaging. Triggers: 'agent to human handoff', 'agentforce escalate to omni channel', 'agent to agent handoff', 'transfer conversation with context', 'agent deflection fallback'. NOT for topic scope and selector design — use agentforce/agent-topic-design. NOT for the overall Einstein Bot plus Agentforce estate topology — use architect/conversational-ai-architecture.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when designing or reviewing Agentforce topic (renamed subagent in April 2026) structure, including topic boundaries, instruction quality, handoff rules, out-of-scope behavior, and topic-selector strategy. Triggers: 'agentforce subagents (formerly topics)', 'topic design', 'topic selector', 'agent scope boundary', 'handoff conditions'. NOT for restricting what the agent may do or say (topic Scope, action filters, abuse prevention) — use agentforce/agentforce-guardrails. NOT for the mechanics of transferring a live conversation out — Omni-Channel routing and the context package — use agentforce/agentforce-agent-handoff-patterns.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when an ISV or consulting partner is creating, pricing, publishing, or maintaining an AgentExchange listing through the Partner Console — covers the listing plan, the 5-step Listing Builder workflow (Fill in the Basics, Set Pricing, Add Details, Link Your Solution, Grow Your Business), commercialization models (revenue share vs. annual fee vs. freemium), AgentExchange Checkout setup (Stripe connection, pricing plans, fees, geographic eligibility), Private Offers, Security Review gating, and post-publish listing updates. NOT for building the agent or managed package itself (use agentforce/agentforce-agent-creation and devops/second-generation-managed-packages), NOT for LMA/Trialforce licensing internals (use devops/isv-license-management-and-trialforce), and NOT for the customer-side install experience.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Build the executive KPI dashboard for Agentforce: adoption, deflection, latency, cost, quality — KPI definitions, data sources, CRM Analytics lenses, alert thresholds. NOT for the platform's own session tracing, Agent Analytics and health monitoring — use agentforce/agentforce-observability. NOT for scoring agent answer quality offline — use agentforce/agentforce-eval-harness.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile. Triggers: 'deploy agent to website', 'add Agentforce to Slack', 'enable agent for mobile app', 'configure embedded service for agent', 'agent API for custom integration', 'multi-channel agent deployment'. NOT for agent logic design — use agentforce/agent-topic-design or agentforce/agent-actions for topics, instructions, and action contracts.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Control LLM spend and Apex governor exposure for high-traffic Agentforce agents via per-user token budgets and graceful fallback when the budget is exhausted. NOT for reducing tokens per conversation in the first place — use agentforce/agentforce-cost-optimization. NOT for API rate-limiting of Salesforce REST endpoints — use integration/api-governance-and-rate-limits.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when designing how an Agentforce agent extracts structured input parameters (slots) from a user's natural-language utterance to invoke an action. Triggers: 'agent extract date from user', 'agent action argument extraction', 'agentforce slot filling', 'agent invocable input mapping', 'agent fails to fill required parameter'. NOT for action authoring (use agentforce/agent-actions) or for prompt-template variable binding (use agentforce/prompt-builder-templates).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Apex test patterns for @InvocableMethod agent actions: per-reason-code branch coverage, bulk safety, callout mocking, deterministic assertions. NOT for testing whether the agent routes to the right topic or answers well — use agentforce/agent-testing-and-evaluation. NOT for designing the error envelope the tests assert on — use agentforce/agent-action-error-handling.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Designing or reviewing Agentforce actions: Flow actions, Apex invocable actions, prompt-template actions, action naming, input and output contracts, confirmation requirements, and safe error behavior. Triggers: 'agent actions', 'build an agent that can look up an order', 'make the agent able to check order status', 'give the agent a capability', 'agent that can retrieve a record', 'flow action for agent', 'agent invocable action', 'action schema design'. NOT for writing the Apex class itself — use agentforce/custom-agent-actions-apex. NOT for the reason_code error envelope that stops an agent retry loop — use agentforce/agent-action-error-handling.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types, including the Agent Script language for the new Agentforce Builder (hybrid-reasoning -> logic vs | prompt instructions, @actions/@subagent/@variables references, subagents). Use when creating agents in source control, writing or debugging Agent Script, debugging agent metadata, or understanding the metadata lifecycle of GenAiPlugin/GenAiPlanner/BotVersion types. Triggers: 'write or debug Agent Script', 'how do I deploy an Agentforce agent using source control', 'convert an agent topic to a subagent', 'what metadata types make up an Agentforce agent', 'agent test run command failing in CI pipeline', 'GenAiPlugin vs GenAiPlanner metadata relationship', 'Agent Script logic vs prompt instructions'. NOT for Apex-based agent actions — use agentforce/custom-agent-actions-apex. NOT for clicking the agent together in the Builder UI — use agentforce/agentforce-agent-creation.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use this skill to create, deactivate, freeze, or manage Salesforce users, assign user licenses and feature licenses, configure profiles and roles, set login hours and IP restrictions, and set up delegated administration. Triggers: 'add a new user in Salesforce', 'create a user and assign a licence', adding a new user, deactivating a departing employee, license assignment, freezing a user account, delegated admin setup. NOT for designing the permission set / PSG model — use admin/permission-set-architecture. NOT for who can see which records — use admin/sharing-and-visibility. Also covers: bulk user loads by CSV, Bulk API 2.0 upsert on Username, the UserLogin freeze object, licence and permission-set-licence reclamation, Role metadata deployment, and the offboarding checklist as SOQL.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Canonical go-live checklist for Agentforce deployments with rehearsed rollback and stakeholder sign-off records. NOT for the technical pre-prod verification behind those sign-off rows — cost telemetry, rate limits, canary rollout, latency benchmarks — use agentforce/agentforce-production-readiness-checklist. NOT for general Salesforce release management — use devops/release-management.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use this skill when authoring INVEST-compliant Salesforce user stories from gathered requirements: shaping the As-A/I-Want/So-That stem, writing Given-When-Then acceptance criteria, sizing complexity (S/M/L/XL), splitting stories that are too large for a sprint, and emitting handoff metadata that names the next downstream agent. Trigger keywords: user story, INVEST, story splitting, story sizing, As-A I-Want So-That, story handoff, recommended_agents, backlog item shape. NOT for requirements elicitation or stakeholder interviews (use admin/requirements-gathering-for-sf). NOT for the Given-When-Then technique itself in depth (use admin/acceptance-criteria-given-when-then). NOT for UAT test case design (use admin/uat-test-case-design). NOT for backlog prioritization (use admin/moscow-prioritization-for-sf-backlog).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Configuring User Access Policies (UAP) to automatically assign or revoke permission sets and permission set groups based on user attributes. Use when automating permission provisioning on user create/update without Apex triggers. Covers policy configuration, filter criteria, evaluation order, and PSL assignment. Also covers booleanFilter OR logic, the `in` operator for multi-value filters, the `order` tiebreak between competing policies, actions incl. permission set / permission set group / permission set licence / package licence / queue / public group grant and revoke, the UserAccessChange audit object, and deploying the UserAccessPolicy metadata type. NOT for permission set design — use admin/permission-set-architecture. NOT for delegated user admin — use admin/delegated-administration.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.