'settings' 검색 결과

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 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.

Use when setting up, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria, journey versions, test mode, or journey analytics. Triggers: 'journey builder setup', 'entry source configuration', 'decision split not routing', 'exit criteria not removing contacts', 'goal not tracking conversion', 'journey version publishing', 'journey re-entry settings', 'wait activity date field'. NOT for coding a custom activity or entry source — use apex/marketing-cloud-custom-activities. NOT for business units and sender profiles — use admin/marketing-cloud-engagement-setup.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use this skill when setting up, configuring, or managing Salesforce Lightning Knowledge — enabling the feature, designing record types on Knowledge__kav, configuring Data Categories for organization and visibility control, setting up publishing workflows, and layering approval processes. Trigger keywords: Lightning Knowledge setup, Knowledge article record types, Data Category visibility, Knowledge publishing workflow, Knowledge__kav configuration. NOT for converting Classic Article Types to Lightning — use admin/knowledge-classic-to-lightning. NOT for bulk-loading articles from an external help center — use data/knowledge-article-import. NOT for sizing the taxonomy itself (how many groups, how deep) — use architect/knowledge-taxonomy-design.

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.

Configure Einstein Activity Capture (EAC) for an org: enable the feature, create Configuration profiles, set auth type (User-Level or Org-Level OAuth), define email and calendar sync scope, excluded domains and privacy settings, assign users, verify sync health. NOT for querying synced emails or events in SOQL, Apex or reports — use apex/einstein-activity-capture-api. NOT for Opportunity Scoring or Pipeline Inspection — use agentforce/einstein-copilot-for-sales.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when designing, reviewing, or troubleshooting Salesforce connected apps, External Client Apps, Named Credentials, External Credentials, and OAuth-based integration access. Triggers: 'connected app', 'OAuth flow', 'client credentials', 'JWT bearer', 'Named Credential', 'External Credential', 'integration user', 'IP restrictions', 'connectedApp-meta.xml', 'ExternalClientApplication', 'ExtlClntAppOauthSettings', 'isAdminApproved', 'refreshTokenPolicy', 'ipRelaxation', 'consumer key', 'consumer secret', 'permittedUsersPolicyType'. NOT for OAuth error codes you are already seeing — use admin/connected-app-troubleshooting. NOT for External Credential principal-type setup steps — use integration/named-credentials-setup.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Custom Labels for i18n, configuration strings, and UI text: translation workbench, Apex System.Label, LWC @salesforce/label imports, 1,000-char limit. NOT for translating picklist values, field labels or layouts — use admin/multi-language-and-translation. NOT for config values in custom metadata or custom settings — use admin/custom-metadata-types.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions. NOT for creating a new custom field — use admin/custom-field-creation. NOT for formula syntax and functions — use admin/formula-fields. Trigger keywords: BillingAddress, MailingAddress, ShippingAddress, StateCode, CountryCode, GeocodeAccuracy, Location field type, displayLocationInDecimal, __Latitude__s, __Longitude__s, DISTANCE, GEOLOCATION, Custom Address Fields, AddressSettings, System.Address, System.Location, Person Account name.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding the Financial Deal Participants related list, and defining Participant Roles. Trigger keywords: ethical walls, compliant data sharing setup, FSC sharing model, isolate banking teams, participant roles. NOT for participant record DML from Apex — use apex/fsc-compliant-sharing-api. NOT for the FSC sharing design decision — use architect/fsc-architecture-patterns.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Task and Event objects: polymorphic WhatId/WhoId, Activity object model, ActivityHistory vs OpenActivity, activity timeline customization, bulk task creation, Einstein Activity Capture boundaries. NOT for turning on EAC or calendar sync — use admin/einstein-activity-capture-setup. NOT for Email-to-Case — use admin/case-management-setup. Covers ActivitiesSettings metadata, enableActivities, shared Task/Event custom fields and FLS, TaskStatus value sets, Shared Activities and TaskRelation/EventRelation, recurring and child activities, and partial-success bulk DML on Task.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Create and configure Lightning apps in Salesforce Setup, add navigation items and tabs to apps, configure utility bar components, and control app visibility by profile or permission set. Also covers the deployable metadata behind all of that: CustomApplication, CustomTab, and the FlexiPage of type UtilityBar. Trigger keywords: Lightning app, App Manager, custom tab, navigation bar, utility bar, app visibility, CustomApplication, tabs element, standard- tab prefix, defaultLandingTab, formFactors, navType, uiType, workspaceConfig, applicationVisibilities, tabSettings, AppDefinition, TabDefinition, AppTabMember, app deployed but not visible. NOT for console navigation, workspace tabs and subtabs - use admin/service-console-configuration. NOT for the record page or app page inside the app - use admin/lightning-app-builder-advanced.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Designing Campaign Hierarchy for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, and interpreting multi-touch attribution from MCAE B2B Marketing Analytics. Trigger keywords: campaign ROI, attribution model, campaign hierarchy, first-touch, last-touch, multi-touch, CCI, campaign influence, revenue attribution, campaign member status. NOT for deciding which attribution model and KPIs to adopt before any config - use admin/marketing-reporting-requirements. NOT for MCAE connector setup or the campaign sync that writes Campaign Member records - use admin/mcae-pardot-setup. Also covers: CampaignSettings, enableCampaignInfluence2, enableAutoCampInfluenceDisabled, enableB2bmaCampaignInfluence2, enableAccountsAsCM, CampaignInfluenceModel metadata, isDefaultModel, isModelLocked, recordPreference, AllRecords, RecordsWithAttribution, CampaignInfluence.RevenueShare, ModelType, CampaignMemberStatus IsDefault HasResponded SortOrder, HierarchyActualCost, HierarchyAmountWonOpportunities, TotalNumberofResponses, Opportunity.CampaignId primary campaign source.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use this skill when creating, deploying, or troubleshooting Salesforce Business Hours and Holidays: the calendars that pause Case escalation rules, entitlement milestones, and Apex BusinessHours math outside working hours. Covers the BusinessHoursSettings metadata, the default calendar, per-region calendars, holiday attachment, the Case Business Hours field, and the BusinessHours Apex class. Trigger keywords: business hours, holidays, SLA clock, escalation not pausing, working hours, support hours, milestone timer weekend. NOT for the escalation rule entries themselves — use admin/escalation-rules. NOT for entitlement process design — use admin/entitlements-and-milestones. NOT for Field Service operating hours or shift scheduling — use admin/fsl-scheduling-setup.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Initialize the UniKit framework in a project. Scans the current project to detect the engine and real tech stack, then generates the base framework documents that give AI agents context about the project — the resolved project description, the architecture doc, AGENTS.md, and the user-editable .unikit/config.yaml. This is the one-time, whole-project setup run before any other unikit skill. Use whenever the user wants to initialize, set up, or onboard the framework, e.g. "initialize unikit", "init the framework", "set up unikit", "set up the project", "configure AI context", "scan my project and set it up", "bootstrap the project". It also actualizes the config of a project already set up — say "update the config", "add missing settings", "actualize configuration", "fix my config".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

AI media generation CLI tool using Google's Imagen 4, Veo 3.1, and Gemini TTS. Use when the user wants to (1) generate images from text prompts, (2) edit existing images with AI, (3) explain image contents, (4) generate videos from text or images, (5) create narration/voice audio with character settings. Triggers on requests like "generate an image of...", "create a video...", "make a voice that says...", "edit this image to...", "describe this image".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Apply operational CRUD-specific structure after loading the canonical global UX and UI principles. Use for admin, settings, list, table, record-editor, and notification-management interfaces.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when the user wants to design, redesign, shape, critique, audit, polish, clarify, distill, harden, optimize, adapt, animate, colorize, extract, or otherwise improve a frontend interface. Covers websites, landing pages, dashboards, product UI, app shells, components, forms, settings, onboarding, and empty states. Handles UX review, visual hierarchy, information architecture, cognitive load, accessibility, performance, responsive behavior, theming, anti-patterns, typography, fonts, spacing, layout, alignment, color, motion, micro-interactions, UX copy, error states, edge cases, i18n, and reusable design systems or tokens. Also use for bland designs that need to become bolder or more delightful, loud designs that should become quieter, live browser iteration on UI elements, or ambitious visual effects that should feel technically extraordinary. Not for backend-only or non-UI tasks.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Add Google Analytics 4 tracking to any project. Detects framework, adds tracking code, sets up events, and configures privacy settings.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Centralized account management for all platforms. Store usernames, URLs, and settings for SNS and marketplaces.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Design, configure, debug, and optimize OpenClaw AI agent deployments. Master guide for gateway configuration, openclaw.json settings, model routing and fallback chains, skills development and publishing, cron job scheduling, memory systems (Qdrant, Neo4j, SQLite), Docker infrastructure, and Tailscale VPN networking. Includes config analyzer that audits your openclaw.json and suggests improvements, plus health checker that validates all OpenClaw subsystems. Built for AI agents — Python stdlib only, no dependencies. Use for OpenClaw setup, gateway debugging, skill building, cron management, model optimization, cost reduction, and infrastructure troubleshooting.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.