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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.

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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.

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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.

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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.

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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).

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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).

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Scheduled Paths in record-triggered Flow: delayed execution, time-offset from field, batch size tuning, monitoring Paused Flow Interviews, async limits. NOT for picking between Scheduled Path, Wait and Scheduled Flow, or migrating time-based workflow rules — use flow/flow-time-based-patterns. NOT for a flow that runs on a recurring schedule — use flow/scheduled-flows.

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Use when setting the default filtered set of records a user sees in list views, reports and SOQL without removing their access. Trigger keywords: scoping rule, Filter by scope, default record scope, RestrictionRule enforcementType Scoping, Object Manager scoping rule, recordFilter. NOT for the SOQL USING SCOPE clause - use apex/soql-using-scope-clause. NOT for blocking record access - use admin/restriction-rules.

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Use this skill when setting up Service Cloud Voice with Amazon Connect — provisioning the contact center, configuring phone numbers, enabling real-time transcription, and configuring After Conversation Work Time. Covers the deployable metadata behind it: CallCenter, ConversationVendorInfo (vendorType), CallCenterRoutingMap, the Voice ServiceChannel that carries ACW, ServicePresenceStatus, PresenceUserConfig, ServiceCloudVoice.settings, and the VoiceCall / VoiceCallRecording objects. Trigger keywords: Service Cloud Voice, Amazon Connect, contact center, softphone, call transcription, After Conversation Work, ACW, wrap-up time, VoiceCall, CallCenter metadata, vendorType, telephony provider. NOT for Omni-Channel routing setup — use admin/omni-channel-routing-setup. NOT for Open CTI softphone adapters — use apex/cti-adapter-development. NOT for Sales Dialer (Voice.settings) — that is a different product.

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Usage-based pricing in Revenue Cloud: metered billing, usage records, rating, tiering, consumption schedules. NOT for choosing a CPQ pricing method (List, Block, Cost Plus Markup, Percent of Total) - use admin/pricing-model-design. NOT for legacy Salesforce Billing (blng__) schedules and invoice runs - use admin/billing-schedule-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 overriding the default UI of an Agentforce agent action's Apex input or output with your own Lightning web components via a LightningTypeBundle (schema.json + editor.json/renderer.json, lightning__AgentforceInput / lightning__AgentforceOutput targets, the @apexClassType binding). NOT for standard agent actions with primitive inputs/outputs (only Apex-class input/output can be overridden), NOT for Flow screen custom property editors (use flow/flow-custom-property-editors), and NOT for general LWC-in-Lightning-page work (use lwc/* skills).

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Use when access must reach past the record owner's role hierarchy. Trigger keywords: sharing rule, criteria-based sharing rule, owner-based sharing rule, sharing rule recalculation, guest user sharing rule, share with a public group, SharingRules metadata. NOT for org-wide defaults - use admin/sharing-and-visibility. NOT for programmatic shares - use apex/apex-managed-sharing. NOT for subtracting access - use admin/restriction-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 when building, reviewing, or refreshing a RACI (Responsible / Accountable / Consulted / Informed) matrix for a Salesforce project so that every Salesforce-specific decision — data model change, automation tier choice, security model, integration boundary, deployment, license/edition — has exactly one accountable owner and a documented escalation path that downstream agents can route to. Trigger keywords: RACI matrix salesforce project, stakeholder authority salesforce, escalation path salesforce decisions, who approves data model change, salesforce decision rights, REFUSAL_NEEDS_HUMAN_REVIEW routing. NOT for the change advisory board operating model itself (use admin/change-management-and-deployment). NOT for end-user training rollout plans (use admin/change-management-and-training). NOT for the technical mechanics of permission set assignment authority (use admin/permission-set-architecture). NOT for pure stakeholder requirements elicitation (use admin/requirements-gathering-for-sf). More trigger keywords: who approves a sandbox refresh, who signs off a data load, release update activation owner, delegated admin authority vs RACI, multi-org decision rights, escalation time-box.

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Guidance on non-obvious runtime behaviors of Salesforce standard objects — polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger isolation, and Activity date fields. Also covers which trigger actually fires for a person account, the either/or Event duration contract, the Closed status category behind Task.CompletedDateTime, the 3-record merge cap and its single delete + single update trigger events, and the CaseComment post-insert write lock. Trigger keywords: person account trigger not firing, Contact trigger person account, Event required field EndDateTime, DurationInMinutes, CompletedDateTime null, merge MasterRecordId, CaseComment cannot be edited, IsNotificationSelected null, lead conversion triggers disabled. NOT for the Activity object model — use admin/activity-and-task-patterns. NOT for writing TYPEOF queries — use apex/apex-polymorphic-soql.

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 writing acceptance criteria for Salesforce features, structuring UAT test scripts from user stories, classifying defects found during UAT, or planning regression testing before a Salesforce release. Trigger keywords: UAT, user acceptance testing, test script, acceptance criteria, defect classification, regression testing, test plan, test case. NOT for Given/When/Then AC syntax — use admin/acceptance-criteria-given-when-then. NOT for the per-case field schema and AC-to-case decomposition — use admin/uat-test-case-design. NOT for automated Flow or Apex test coverage — use flow/flow-testing. Also covers: UAT plan record, sandbox selection for UAT, pre-UAT environment checklist, sandbox email deliverability for testers, test-user personas, negative and bulk coverage, defect triage categories, go/no-go sign-off, quick-deploy window.

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Use this skill when designing the human-executable UAT test cases that prove a Salesforce feature works for a specific persona — the per-persona scripts with preconditions, data setup, permission setup, ordered steps, and pass/fail evidence that close out an RTM row. Trigger keywords: UAT test case salesforce, user acceptance test script salesforce, manual test salesforce feature, UAT script per persona, UAT precondition data setup, UAT permission set assignment for testing, negative path UAT case. NOT for high-level UAT planning, defect classification, regression strategy, or sign-off (use admin/uat-and-acceptance-criteria). NOT for the Given/When/Then technique used to write the AC the case is derived from (use admin/acceptance-criteria-given-when-then). NOT for Apex test method generation (use agents/test-class-generator). NOT for test data factory patterns (use templates/apex/tests/TestDataFactory.cls). NOT for performance or load testing.

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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.

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 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).

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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.

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Design Invocable Apex actions that return deterministic, agent-friendly errors instead of surfacing raw exceptions to the LLM. NOT for authoring the action itself — @InvocableMethod schema, labels, security context — use agentforce/custom-agent-actions-apex. NOT for the Apex tests that force each error branch — use agentforce/agent-action-unit-tests.

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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.

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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.

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Use this skill when writing, debugging, or optimizing SAQL queries in CRM Analytics — covering pipeline syntax, aggregation, windowing functions (rank, dense_rank, moving_average), cogroup joins, rollup subtotals, piggyback queries, and REST API execution. NOT for SOQL GROUP BY aggregates in Apex — use apex/apex-aggregate-queries. NOT for dashboard JSON steps and bindings — 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 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.

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。