スキルを探す

Migrating Classic email templates (Text, HTML with Letterhead, Custom HTML, Visualforce email) to Lightning Email Templates (LET) and the Email Template Builder. Covers merge-field translation, Letterhead-to-Enhanced-Letterhead conversion, Visualforce email retention strategy, folder reorganization, sender-context (OrgWideEmailAddress) preservation, and downstream Email Alert / Process Builder / Flow rewiring. NOT for transactional Apex email sending (use apex/apex-outbound-email-patterns) or marketing email broadcasts (use Marketing Cloud / Account Engagement).

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 admins are governing the Chatter group lifecycle — creation policy, public/private/unlisted visibility decisions, group ownership transfer when owners leave, archived vs inactive vs deleted state changes, auto-archive behavior, naming conventions, group templates (Information Templates), and orphan-group cleanup after user terminations. Triggers: 'we have 800 dead chatter groups', 'group owner left the company who owns it now', 'should this group be public private or unlisted', 'when does a chatter group auto-archive', 'how do I delete vs archive a chatter group', 'we need a chatter group naming convention'. NOT for Chatter notification / digest / feed-noise tuning (use admin/chatter-notification-tuning), NOT for Chatter REST API integration patterns (use apex/apex-connect-api-chatter), NOT for Custom Notifications API (use apex/apex-custom-notifications-from-apex), NOT for Experience Cloud / Customer Community group access (different sharing 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。

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.

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。

Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management, upgrade paths, lapsed donor re-engagement, and portfolio segmentation. NOT for mapping the Opportunity sales processes and stage picklists — use admin/fundraising-process-mapping. NOT for stewardship task automation — use admin/npsp-engagement-plans.

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 a practitioner needs to classify the risk level of an upcoming Salesforce deployment, define rollback trigger conditions, or assign decision authority before the release window opens. Triggers: 'how risky is this release', 'what needs rollback planning', 'classify deployment risk', 'pre-deployment risk checklist', 'rollback decision authority', 'high risk metadata types'. NOT for executing the deployment itself, writing CI/CD pipeline code, or troubleshooting failures after a deployment has already run — use admin/change-management-and-deployment for execution planning and devops/deployment-error-troubleshooting for post-failure diagnosis.

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 delegated administration to allow non-system-admin users to manage specific user groups, reset passwords, assign permission sets, or administer custom objects. Covers the DelegateGroup metadata type (delegateGroups/*.delegateGroup-meta.xml), its roles / profiles / permissionSets / permissionSetGroups / groups / customObjects / loginAccess fields, delegate-group log-in-as, and the deploy and review path for them. NOT for creating, deactivating or licensing users yourself — use admin/user-management. NOT for auto-assigning permission sets from user attributes — use admin/user-access-policies.

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。

Designing data stories and narrative-driven analytics in Salesforce: structuring CRM Analytics dashboards for executive communication, text widgets and conditional highlights for annotation, sequential narrative in Tableau Story sheets, and Einstein Discovery narrative REST endpoints. Trigger keywords: data storytelling dashboard, executive analytics narrative, CRM Analytics text widget annotation, Tableau story sheet, smart data discovery narrative API. NOT for building the Einstein Discovery story or prediction definition - use admin/einstein-discovery-setup. NOT for choosing between Reports, CRM Analytics and Tableau - use admin/einstein-analytics-basics.

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 planning, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates. Triggers: 'Data Loader', 'Data Import Wizard', 'Bulk API', 'upsert', 'cutover', 'load failed', 'reconcile data'. NOT for sequencing a whole multi-object migration with automation bypass and rollback — use data/data-migration-planning. NOT for choosing the upsert key itself — use data/external-id-strategy. Also triggers on 'process-conf.xml', 'sdl mapping file', 'sfdc.loadBatchSize', 'insert null values', 'insertNulls', '#N/A', 'serial mode', 'hard delete', 'assignmentRuleId', 'lineEnding', 'unprocessedrecords', 'failedResults', 'load order'.

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 operating the native Salesforce Data Export Service (Setup → Data Export) — weekly or monthly CSV export, attachment inclusion, file-size split, the 48-hour download window, and the gap between this free utility and the paid Salesforce Backup and Restore product. Triggers: 'data export service', 'weekly export', 'export attachments', 'data export 48 hour download', 'data export missing objects', 'is weekly export a backup', 'bulk api 2.0 query job export', 'data loader extract batch', 'process-conf.xml export', 'incremental export systemmodstamp', 'export inventory retention owner'. NOT for the paid Salesforce Backup and Restore product (use that as a separate tool), NOT for Bulk API extraction (use data/bulk-api-patterns), NOT for HA/DR architecture (use architect/ha-dr-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。

Set up, configure or troubleshoot Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, pipeline inspection integration. Trigger keywords: forecast type, forecast category, cumulative rollup, individual rollup, quota, forecast adjustment, forecast hierarchy, opportunity splits forecasting, pipeline forecast. NOT for configuring the opportunity stages, sales processes or split types themselves — use admin/opportunity-management. NOT for territory-based forecasting setup — use admin/enterprise-territory-management. NOT for Classic/Customizable Forecasting.

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。

Router for the 49 SfSkills `security` skill packages. Platform security and compliance: org hardening, encryption, session policy, MFA, monitoring, incident response, and TROUBLESHOOTING a specific record-access denial. Designing the sharing model itself (OWD, role hierarchy, sharing rules) is salesforce-admin. Use when the request mentions security, org hardening, Shield, platform encryption, field audit trail, MFA, SSO, SAML, session policy, guest user, event monitoring, GDPR, XSS, injection, why can this one user see this record, Apex managed sharing, sharing recalculation. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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。

Router for the 34 SfSkills `omnistudio` skill packages. OmniStudio: OmniScripts, FlexCards, DataRaptors, Integration Procedures, Business Rules Engine and DataPack deployment. Use when the request mentions OmniStudio, OmniScript, FlexCard, DataRaptor, Integration Procedure, Business Rules Engine, calculation procedure, DataPack, Vlocity. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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。

Router for the 83 SfSkills `lwc` skill packages. Lightning Web Components: reactivity, wire adapters, component communication, accessibility, performance, security and Jest testing. Use when the request mentions LWC, Lightning Web Component, wire, @api, @track, lightning-record-form, shadow DOM, Jest, Lightning Message Service, Aura migration, Lightning page. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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。

Router for the 61 SfSkills `integration` skill packages. INBOUND integration and the API surface itself: the Salesforce REST and SOAP APIs, Bulk API 2.0 jobs, Platform Events, CDC, Pub/Sub, Named Credentials and middleware. For calling OUT to someone else's API from Apex, use salesforce-apex instead. Use when the request mentions integration, Salesforce REST API, composite API, SOAP API, Bulk API 2.0 job, Platform Event, Change Data Capture, Pub/Sub, inbound webhook, Named Credential, OAuth, connected app, MuleSoft, Salesforce Connect, external system calling Salesforce. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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。

Router for the 101 SfSkills `data` skill packages. Data model, data movement and data quality: migrations, bulk loads, query optimisation, deduplicating at volume, archival. Ordinary-volume duplicate cleanup and prevention use salesforce-admin; come here for hundreds-of-thousands+ dedup or third-party tools. LDV architecture uses salesforce-architect. Use when the request mentions data model, data migration, data load, Data Loader, Bulk API, external id, deduplication at volume, archival, SOSL, cross-object search, sandbox seed data, SandboxPostCopy, native Data Seeding. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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。

Router for the 106 SfSkills `architect` skill packages. Solution and platform architecture: multi-org strategy, scalability limits, licensing, Well-Architected reviews and architecture decision records. Use when the request mentions architecture, solution design, ADR, Well-Architected, scalability, large data volume, multi-org, licensing, tenant isolation, HA/DR, technical debt. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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。

Router for the 159 SfSkills `apex` skill packages. Apex and SOQL: triggers, Apex governor limits, async processing, OUTBOUND HTTP callouts, security enforcement, and test patterns. Owns calling an external API FROM Salesforce; salesforce-integration owns inbound. Generic nightly scheduling without naming code belongs to salesforce-flow. Codebase security review belongs to salesforce-security. NOT for SOSL — use salesforce-data. Use when the request mentions Apex, trigger, SOQL, Apex governor limit, batch, queueable, @future, schedulable, test class, CPU time, heap, with sharing, StripInaccessible, callout, HTTP callout, HttpRequest, call an external API, consume a REST API from Apex, Named Credential in Apex, HttpCalloutMock, Apex REST service. Finds and opens the exact skill package to read; it does not contain the guidance itself.

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 CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters. NOT for standard Salesforce reports and dashboards — use admin/reports-and-dashboards-fundamentals. NOT for hand-editing dashboard JSON or a SAQL step — use admin/analytics-dashboard-json.

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 planning, reviewing, or troubleshooting Salesforce metadata releases and admin deployment processes. Triggers: 'change set', 'deployment plan', 'rollback', 'DevOps Center', 'SFDX deploy', 'release checklist', 'production deployment', 'validation only deploy', 'quick deploy', 'test level', 'rollbackOnError', 'destructive changes', 'package.xml for an admin release', 'deployment status'. NOT for change set upload mechanics — use devops/change-set-deployment. NOT for scoring release risk up front — use admin/deployment-risk-assessment.

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 enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective. Covers the PlatformEventChannel and PlatformEventChannelMember metadata, the standard ChangeEvents channel, custom __chn data channels, enrichedFields, filterExpression, destructive deselection, and PlatformEventUsageMetric / EventBusSubscriber monitoring. Trigger keywords: change data capture, CDC, entity selection, change event, platform event channel, channel member, enrichment, event delivery allocation. NOT for writing an Apex change-event trigger — use apex/change-data-capture-apex. NOT for subscribing an external system over Pub/Sub or CometD — use integration/change-data-capture-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。

Design, implement, or audit a Change Advisory Board (CAB) process for Salesforce deployments: change classification (standard, normal, emergency), required approvals, deployment gate sequencing, and integration with external ITSM tooling. NOT for scoring how risky one release is - use admin/deployment-risk-assessment. NOT for executing or troubleshooting the deployment itself - use admin/change-management-and-deployment. Also covers: the CAB charter (membership, quorum, decision rights), the CAB decision record artefact and its linter, the change classification matrix, the deployOptions a CAB decision pins (checkOnly, testLevel, rollbackOnError, ignoreWarnings, runTests), the 10-day quick-deploy validity window, the deploy-window vs freeze-register check, and the emergency (ECAB) path with its mandatory retrospective.

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 Salesforce case management: case queues, assignment rules, escalation rules, auto-response rules, Email-to-Case, Web-to-Case, case teams, entitlements, and milestones. Use when setting up or troubleshooting the Service Cloud case handling layer. Trigger keywords: email-to-case, web-to-case, escalation rules, case teams, entitlements, milestones, auto-response, case queue. NOT for Standard vs On-Demand Email-to-Case and routing-address setup — use admin/email-to-case-configuration. NOT for routing case work items to agents — use admin/omni-channel-routing-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 configuring the outbound Send Email quick action in Lightning Case Feed — creating the action in Setup on Case (Action Type = Send Email), attaching a default Custom email template, setting predefined To/CC/BCC values, wiring QuickAction.QuickActionDefaultsHandler Apex defaults, respecting the Lightning Experience 10-file / 25 MB attachment limits, and letting agents move an email to a different case. Trigger keywords: Send Email quick action, case email composer, Email action missing from Case Feed, Don't Apply Template Subject, QuickActionDefaultsHandler, SendEmailQuickActionDefaults, move email to another case. NOT for Email-to-Case inbound routing, routing addresses, or thread-ID matching (use admin/email-to-case-configuration), NOT for authoring or migrating the templates themselves (use admin/email-templates-and-alerts and admin/classic-email-template-migration), and NOT for Apex Messaging.SingleEmailMessage sends outside Case Feed.

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 or troubleshoot Health Cloud Care Programs: CareProgram hierarchy, patient enrollment (CareProgramEnrollee), consent prerequisites, program products (CareProgramEnrolleeProduct), provider associations (CareProgramProvider). Trigger keywords: care program, program enrollment, enrollee, program product, consent for enrollment, patient program outcome. NOT for care plan templates, problems and goals - use admin/care-plan-configuration. NOT for patient records, person accounts and care team roles - use admin/health-cloud-patient-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。