「process」の検索結果

Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects. Triggers: 'add guidance to stages', 'key fields on path', 'celebrate closed won', 'path not showing', 'configure path steps', 'confetti on stage change'. NOT for creating the stage picklist — use admin/opportunity-management. NOT for in-app prompts — use admin/in-app-guidance-and-walkthroughs. Metadata: PathAssistant, PathAssistantStep, PathAssistantSettings, pathAssistantEnabled, canOverrideAutoPathCollapseWithUserPref, runtime_sales_pathassistant:pathAssistant, picklistValueName, recordTypeName, BusinessProcess.

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 reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose. Triggers: 'Developer sandbox', 'Developer Pro', 'Partial Copy', 'Full sandbox', 'sandbox refresh', 'data masking', 'test environment', 'Gov Cloud sandbox'. NOT for how many environments a program needs and how they map to branches - use devops/environment-strategy. NOT for re-seeding reference data after a refresh - use data/sandbox-refresh-data-strategies. Also covers: SandboxPostCopy Apex class, SandboxInfo and SandboxProcess Tooling API, SandboxSettings metadata, sandbox topology table, refresh calendar.

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 refactoring record types across objects with many profiles, business processes, or picklist variations. Covers layout assignment explosion, Dynamic Forms migration, and record type ID portability. NOT for basic record type setup or page layout assignment — use admin/record-types-and-page-layouts. NOT for converting one page layout to Dynamic Forms — use admin/dynamic-forms-migration. Trigger keywords: record type consolidation, layout assignment matrix, recordTypeVisibilities, layoutAssignments, Master record type default, bulk RecordTypeId migration, record type audit, RecordType wildcard package.xml.

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 requirements for a customer portal, partner community, or self-service Experience Cloud site. Triggers: 'gathering requirements for customer portal', 'planning Experience Cloud site', 'what license for community portal', 'portal user journey mapping', 'self-service requirements'. NOT for building the site in Experience Builder — use admin/experience-cloud-site-setup. NOT for designing the deal-registration and MDF processes themselves — use admin/partner-community-requirements. More trigger keywords: portal persona licence matrix, which Experience Cloud licence do these requirements imply, external user needs a Contact and Account, sharing set vs sharing rule for a portal, self-registration vs SSO for a portal, portal requirements catalogue, handoff to Experience Cloud site 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 standard Salesforce Quotes, building quote templates for PDF generation, emailing quotes, syncing quotes to opportunity products, or setting up discount approvals on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items', 'QuoteSettings', 'enableQuote', 'QuoteStatus', 'allowEmail', 'SyncedQuoteId', 'IsSyncing', 'QuoteLineItem', 'QuoteDocument', 'GrandTotal', 'Pricebook2Id'. NOT for CPQ (SBQQ) quote templates — use admin/cpq-quote-templates. NOT for the end-to-end quote-to-cash process — use admin/quote-to-cash-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。

Automating post-sandbox-refresh cleanup via the `SandboxPostCopy` interface — the Apex class that runs ONCE after a sandbox refresh or clone completes, before users can log in. Used to mask emails, deactivate users, scrub integration endpoints, disable scheduled jobs, and reapply per-environment configuration the metadata copy doesn't carry. Covers the interface contract (`runApexClass` setting, `SandboxContext` parameter, single-execution semantics), the email-masking pattern that stops sandbox tests emailing production addresses, and the refresh runbook checklist. NOT for choosing sandbox type or refresh cadence — use admin/sandbox-strategy. NOT for re-seeding reference data after a refresh — use data/sandbox-refresh-data-strategies. Trigger keywords: SandboxPostCopy, runApexClass, SandboxContext, Test.testSandboxPostCopyScript, RunAsAutoProcUser, Automated Process user, CronTrigger, System.abortJob, sandbox email masking, post-refresh runbook.

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 HIPAA-compliant workflow requirements for Health Cloud: minimum necessary access design, audit trail requirements mapping, access control patterns, and BAA dependency identification. NOT for org-level HIPAA architecture or Shield encryption configuration — use architect/hipaa-compliance-architecture. NOT for care team and SDOH process design — use admin/care-coordination-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。

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.

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。

Inbound email processing in Salesforce via Email Services + the `Messaging.InboundEmailHandler` Apex interface. Covers EmailService configuration (running user, accept-from address, attachment handling, error / failure routing), the EmailServicesAddress per-routing-address pattern, the handler's `Messaging.InboundEmail` payload (text body, HTML body, headers, attachments, in-reply-to threading), and the canonical Email-to-Case alternative for case creation. NOT for outbound email (use admin/email-templates-and-alerts), NOT for Email-to-Case flow customization itself (use admin/email-to-case-configuration). Trigger keywords: EmailServicesFunction, EmailServicesAddress, runAsUser, localPart, EmailDomainName, attachmentOption, overLimitAction, errorRoutingAddress, routing address, inbound email limit.

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, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence, onboarding checklist, review prep tasks. NOT for designing the onboarding process itself — use admin/client-onboarding-design. NOT for Health Cloud care plan templates — use admin/care-plan-configuration.

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 grant tracking in a Salesforce nonprofit org: NPSP Outbound Funds Module (open-source outfunds managed package) or Nonprofit Cloud for Grantmaking (separate license). Trigger keywords: grant management, funding awards, disbursement tranches, grantmaking setup, OFM, FundingAward, FundingDisbursement, FundingAwardRequirement. NOT for recording donor gifts and receipts, use admin/gift-entry-and-processing. NOT for reporting program outcomes to a funder, use admin/program-outcome-tracking-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。

Use when designing Custom Notification Types that fire via Flow, Apex, or Process Builder to Lightning bell, desktop, mobile (push), and Slack. Covers channel enablement, targeting, deliverability, consent, and anti-spam discipline. NOT for actually sending one from Flow or Apex, or the recipient limit — use admin/custom-notification-types. NOT for email templates and alerts — use admin/email-templates-and-alerts.

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 reducing Chatter signal-to-noise across an org — covers org-level Chatter Email Settings, per-user Email Settings preferences, group-level email digest frequency (Daily / Weekly / Every post / Never), bell-icon Custom Notifications vs Chatter feed-post tradeoffs, automated-feed suppression on record types via Feed Tracking config, and the Chatter Settings org defaults that control whether new users start with everything-on. Triggers: 'chatter feed full of automated posts nobody reads', 'users complain about chatter email volume', 'turn off chatter notifications for a specific group', 'change default chatter digest frequency', 'stop process builder posts from filling the feed', 'NotificationFrequency invalid value', 'ChatterEmailsMD.settings will not deploy', 'custom notification recipient limit'. NOT for Custom Notifications API design (use apex/apex-custom-notifications-from-apex), NOT for Connect API / Chatter REST API integration patterns (use apex/apex-connect-api-chatter), NOT for Chatter group lifecycle, archiving, ownership and unlisted-group governance (use admin/chatter-group-governance).

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。

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 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。

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。

Migrating Classic Custom Buttons (Detail Page Buttons, List Buttons, Mass Action Buttons) and JavaScript Buttons to Lightning Quick Actions, Screen Flow Actions, LWC Quick Actions, and headless Quick Actions. Covers JavaScript-button-to-action translation patterns (sforce.apex.execute → Apex action, navigation alerts → toast events, MassAction.update → record-collection processing), URL button translation, and the irreversible loss of Classic JavaScript button capability in Lightning. NOT for new Quick Action design (use admin/global-actions-and-quick-actions) or Lightning record page composition (use admin/lightning-app-builder-advanced).

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 mapping care coordination process requirements for Health Cloud: designing care team workflows, transition of care handoffs, social determinants of health (SDOH) barrier tracking, and care gap identification. NOT for building care plan templates, problems, and goals — use admin/care-plan-configuration. NOT for referral routing and provider networks — use admin/referral-management-health.

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 261 SfSkills `admin` skill packages. Declarative Salesforce configuration: objects, fields, record types, page layouts, permission sets, reports, the record-access model (OWD, role hierarchy, sharing rules), and the requirements work that precedes them. Use when the request mentions custom object, custom field, picklist, record type, page layout, permission set, profile, validation rule, report, dashboard, queue, approval process, user setup, sharing rule, org-wide default, OWD, role hierarchy, record access, record visibility, who can see this record, duplicate rule, matching rule, duplicate prevention, clean up duplicates, merge governance, Spring release, seasonal release, Release Updates, Sandbox Preview. 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 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.

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 Lead or Case assignment rules in Salesforce: creating rule entries, setting filter criteria, assigning records to users or queues, understanding when rules run, and implementing round-robin patterns with Apex. Trigger keywords: lead assignment, case assignment, assignment rule, queue assignment, auto-assign. NOT for creating the queue or public group a rule routes into — use admin/queues-and-public-groups. NOT for Omni-Channel or skills-based routing — use admin/omni-channel-routing-setup. NOT for approval routing — use admin/approval-processes.

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。