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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.

日本語の概要は準備中です。原文の説明を表示しています。

Use when authoring, reviewing, or maintaining Salesforce DevOps operational documents — runbooks, environment matrices, deployment guides, and post-deploy validation checklists. Triggers: 'runbook', 'environment matrix', 'deployment guide', 'pre-deploy checklist', 'post-deploy validation', 'how do I document a deployment', 'rollback procedure template'. NOT for what actually belongs on the pre-deploy gate — use devops/pre-deployment-checklist. NOT for release calendar, versioning, or go/no-go governance — use devops/release-management. Also covers: the devops-process YAML artefact (environment ladder, change-request state machine, deploy contract, deploy order, RACI), the deployOptions the runbook must record (checkOnly, testLevel, rollbackOnError, ignoreWarnings, purgeOnDelete, singlePackage, runTests), destructiveChangesPre/Post ordering, and the change-request emergency path.

日本語の概要は準備中です。原文の説明を表示しています。

Use when gathering or evaluating requirements for a Salesforce Commerce Cloud digital storefront — branding strategy, content management approach, personalization, mobile experience, and accessibility compliance. Trigger keywords: SFRA branding, PWA Kit storefront, composable storefront, storefront accessibility, WCAG Commerce Cloud, overlay cartridge branding, mobile storefront, storefront personalization, content slots. NOT for building the site in Business Manager — use admin/b2c-commerce-store-setup. NOT for SCAPI design, Managed Runtime and caching strategy — use architect/headless-commerce-architecture.

日本語の概要は準備中です。原文の説明を表示しています。

Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, app sharing, and the row-level security that gates whether users see any data. NOT for choosing Reports vs CRM Analytics vs Tableau — use admin/einstein-analytics-basics. NOT for security predicate syntax, sharing inheritance or Analytics license assignment — use admin/analytics-permission-and-sharing.

日本語の概要は準備中です。原文の説明を表示しています。

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.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when setting up or modifying product bundles, product options, product rules, configuration attributes, and product features in Salesforce CPQ. Trigger keywords: CPQ product bundle, product rule, option constraint, feature configuration, dynamic bundle, filter rule, configuration attribute, bundle nesting. NOT for plain Products and Pricebooks without CPQ — use admin/products-and-pricebooks. NOT for moving an existing CPQ catalog between orgs — use data/product-catalog-migration-cpq. NOT for price rules, price actions or discount schedules — use admin/cpq-pricing-rules.

日本語の概要は準備中です。原文の説明を表示しています。

Use when configuring or troubleshooting Salesforce CPQ pricing: Price Rules, Price Conditions, Price Actions, Lookup Queries, Discount Schedules, Block Pricing, Percent of Total, and Contracted Prices. Trigger keywords: CPQ price rule, price action, discount schedule, block pricing, percent of total, contracted price, SBQQ__PriceRule__c, CPQ quote calculation engine, price waterfall. NOT for picking the pricing method — use admin/pricing-model-design. NOT for pricebook pricing without CPQ — use admin/products-and-pricebooks.

日本語の概要は準備中です。原文の説明を表示しています。

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.

日本語の概要は準備中です。原文の説明を表示しています。

Configuring or troubleshooting Salesforce CPQ Advanced Approvals: SBAA__ApprovalRule__c, SBAA__ApprovalVariable__c for cross-line aggregation, SBAA__ApprovalChain__c for ordered approver sequences, escalation timeouts, Smart Approvals for re-quote skip logic, and the managed package's permission sets. Trigger keywords: CPQ Advanced Approvals, SBAA approval rule, approval variable, approval chain, discount approval, line-level approval, Smart Approvals, requote approval. NOT for standard non-CPQ Salesforce approval processes - use admin/approval-processes. NOT for CPQ price rules and discount schedules - use admin/cpq-pricing-rules.

日本語の概要は準備中です。原文の説明を表示しています。

Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQ__Subscription__c. NOT for designing the amendment/renewal architecture or swap pattern — use architect/subscription-management-architecture. NOT for amending or renewing contracts from Apex — use apex/cpq-api-and-automation. Also covers the standard Contract and Order objects underneath CPQ — Contract Status vs StatusCode, activation locking, EndDate auto-calculation, ContractSettings and OrderSettings, reduction orders, and renewal-reminder automation. Trigger keywords: Contract, ContractStatus, StatusCode, ActivatedDate, OwnerExpirationNotice, ContractTerm, EndDate, Order, OrderItem, reduction order, ContractSettings, OrderSettings, renewal reminder. NOT for Revenue Cloud or Subscription Management objects — use architect/revenue-cloud-architecture and architect/subscription-management-architecture.

日本語の概要は準備中です。原文の説明を表示しています。

Consumer Goods Cloud setup: visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, image recognition. NOT for territory planning and route optimization for sales reps - use integration/salesforce-maps-setup. NOT for B2B Commerce storefronts - use admin/b2b-commerce-store-setup.

日本語の概要は準備中です。原文の説明を表示しています。

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.

日本語の概要は準備中です。原文の説明を表示しています。

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'.

日本語の概要は準備中です。原文の説明を表示しています。

Author the Salesforce Configuration Workbook — the structured, reviewable handoff document an admin uses to execute a feature across Objects/Fields, Page Layouts, Profiles/PSGs, Sharing, Validation, Automation, List Views, Reports, Integrations, and Data. Triggers: 'salesforce configuration workbook', 'admin handoff document', 'implementation workbook'. NOT for object design itself (use admin/custom-field-creation, admin/lookup-and-relationship-design, agents/object-designer/AGENT.md), NOT for permission set design (use admin/permission-set-architecture, agents/permission-set-architect/AGENT.md), NOT for Flow construction (use skills/flow/* and agents/flow-builder/AGENT.md), and NOT for the deployment manifest (use skills/devops/metadata-api-retrieve-deploy). More triggers: workbook row schema, recommended_agent, recommended_skills, row_id, source_req_id, RTM linkage block, not-in-scope-this-release, descope ledger, version-lock the workbook, check_workbook.py.

日本語の概要は準備中です。原文の説明を表示しています。

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.

日本語の概要は準備中です。原文の説明を表示しています。

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.

日本語の概要は準備中です。原文の説明を表示しています。

Design the engagement model for an Experience Cloud community: reputation levels, ideation, and content contribution strategy. Triggers: 'community engagement strategy', 'gamification Experience Cloud', 'reputation levels setup', 'ideation community portal', 'member recognition program'. NOT for blocking, flagging or approving what members post — use admin/experience-cloud-moderation. NOT for measuring logins, page views or engagement after launch — use data/community-analytics-data. Also covers: the Network reputation elements that carry the ladder (enableReputation, reputationLevels/level/label/lowerThreshold, reputationPointsRules/pointsRule/eventType/points), the 16 documented reputation eventType values and their default points, ManagedTopics / ManagedTopic (Navigational vs Featured, position 0-24), NetworkMember.ReputationPoints seeding, and why FeedItem cannot carry the engagement dashboard.

日本語の概要は準備中です。原文の説明を表示しています。

Configure pricebooks, tiered pricing, promotions, coupon codes, and cart discounts for B2B or D2C Commerce stores. Trigger keywords: WebStorePricebook, BuyerGroupPricebook, PriceAdjustmentSchedule, PromotionsCartCalculator, commerce coupon, cart-level discount, tiered price, Commerce promotion. NOT for Sales Cloud pricebooks and PricebookEntry - use admin/products-and-pricebooks. NOT for CPQ quote pricing and discount schedules - use admin/cpq-pricing-rules.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill for Salesforce Order Management (OMS) tasks: order lifecycle, OrderSummary creation and status, FulfillmentOrder creation and routing, returns, exchanges, cancellations, and platform event subscriptions. Trigger keywords: order management, OrderSummary, FulfillmentOrder, ReturnOrder, ensure-funds, ensure-refunds, submit-cancel, submit-return, adjust-item-submit. NOT for split-order routing or Omnichannel Inventory design — use architect/order-management-architecture. NOT for loading historical orders — use data/commerce-order-history-migration.

日本語の概要は準備中です。原文の説明を表示しています。

Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection workflows, AML screening integration setup, audit trail configuration, and regulatory reporting readiness. Triggers: KYC form setup, AML integration configuration, compliance data collection, audit trail setup, regulatory documentation workflow, Field Audit Trail configuration, Setup Audit Trail, Event Monitoring, Discovery Framework, FSC KYC objects, Identity Document setup, Party Identity Verification. NOT for security implementation, NOT for designing AML/KYC architecture (use architect/aml-kyc-process-architecture), NOT for configuring who can access deal or client data (use admin/compliant-data-sharing-setup).

日本語の概要は準備中です。原文の説明を表示しています。

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.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when designing a product catalog taxonomy, planning attribute strategy, or determining search and navigation structure for a B2B or B2C/D2C Commerce store. Triggers on: taxonomy design questions, attribute planning, search index strategy, category navigation structure, or merchandising hierarchy decisions. NOT for wiring the catalog itself — WebStoreCatalog, entitlement policies, product assignment — use admin/commerce-product-catalog. NOT for configuring searchable or facetable attributes, sort rules and index rebuilds — use apex/commerce-search-customization.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when defining clinical data model requirements for Health Cloud: HL7/FHIR data mapping, interoperability requirements, FHIR R4-aligned object activation, CodeableConcept constraints, and middleware translation requirements. NOT for the field-level mapping work itself — use data/fhir-data-mapping. NOT for choosing legacy HC24__ EHR objects vs standard clinical objects — use data/health-cloud-data-model.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint, welcome journey, intake process design. NOT for configuring the Action Plan template itself — use admin/fsc-action-plans. NOT for OmniScript screen and branching requirements — use admin/omniscript-flow-design-requirements.

日本語の概要は準備中です。原文の説明を表示しています。