「for」の検索結果

Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management. Triggers: 'create a survey', 'NPS score', 'survey invitation', 'survey response report', 'customer feedback form', 'guest user survey access', 'SurveyInvitation', 'SurveySubject', 'SurveySettings', 'sendSurveyInvitation', 'survey not linked to case', 'deploy a survey between orgs'. NOT for choosing between CSAT, NPS, and CES as your CX metric — use architect/customer-effort-scoring. NOT for third-party survey tools like SurveyMonkey or Qualtrics.

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 related lists on Salesforce records — column choice on Page Layouts (max 10 fields per related list), sort field selection, the Spring '24 Enhanced Related Lists component (which adds filtering, mass actions, and 10-row inline display), the choice between Related Lists / Related Lists - Single / Related List - Quick Links in Lightning App Builder, per-record-type related-list assignments, and the View All / pagination UX. NOT for FSL WorkOrderMilestone-on-Work-Order layout (use admin/fsl-sla-configuration-requirements), NOT for the Lightning page performance Related List - Single vs Full tradeoff in isolation (use admin/lightning-page-performance-tuning), NOT for Industries Timeline-as-related-list (use admin/health-cloud-timeline), NOT for offline-priming related-list caps (use admin/fsl-mobile-app-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 preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to stakeholders. Triggers: 'upcoming Salesforce release', 'release notes triage', 'Release Updates', 'sandbox preview opt-in', 'release readiness checklist', 'production upgrade date', 'feature impact', 'critical update', 'roll out the Spring release safely', 'is our org ready for the Spring release', 'release update settings metadata', 'FlowSettings release update field', 'release run sheet', 'preview sandbox refresh freeze', 'settings deploy flipped a release update'. Also covers: which Release Updates are deployable as Settings metadata, the release run sheet artefact, and the preview opt-in refresh-date rule. NOT for planning your own release train — use devops/release-management. NOT for user training and go-live comms — use admin/change-management-and-training.

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。

Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams — one lane per actor, explicit decision points, parallel and exception/sad paths, and per-step automation-tier annotations that drive downstream build decisions. Trigger keywords: As-Is To-Be salesforce process, swim lane salesforce, business process map, automation candidate identification, sad path documentation, process actor mapping, manual residue. NOT for Opportunity stage and exit-criteria design — use admin/sales-process-mapping. NOT for picking Flow vs Apex for one requirement — use admin/process-automation-selection.

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。

Revenue Intelligence setup: activating the RI app and its CRM Analytics assets, Einstein deal insights, the opportunity-change waterfall, and forecast-accuracy analytics for sales leaders. NOT for configuring the Pipeline Inspection view, its metrics and review cadence - use admin/pipeline-review-design. NOT for forecast types, categories, rollups and quotas - use admin/collaborative-forecasts.

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 an admin or partner needs to package an Experience Cloud (Community) site as a reusable Lightning Bolt Solution for distribution — covers the export workflow from Experience Builder, what gets bundled (ExperienceBundle, custom apps, flow categories, theme, layouts, navigation menus) versus what does NOT (data, CMS content, files), choosing Bolt vs managed package vs unlocked package vs cloning a site, sandbox-to-production promotion, multi-org distribution, AppExchange listing as a Bolt, and template versioning via the LightningBolt metadata `versionNumber`. Triggers: 'turn this community into a reusable template', 'package an Experience Cloud site to ship to multiple orgs', 'export Experience Builder template for AppExchange', 'should we use a Bolt or a managed package for this community', 'create an industry-specific community starter', 'how do we version our partner portal template', 'distribute branded Experience site across business units'. NOT for general Experience Cloud site build, content, or member setup (use admin/experience-cloud-site-setup, admin/experience-cloud-cms-content, admin/experience-cloud-member-management). NOT for shipping Apex / LWC / data-model functionality as a product (use devops/managed-package-development, devops/second-generation-managed-packages, devops/unlocked-package-development). NOT for moving a single Experience site between sandbox and prod as a one-off (use devops/experience-cloud-deployment-admin, devops/cicd-for-experience-cloud).

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 to select the right Salesforce integration pattern — from point-to-point to event-driven to hub-and-spoke — by applying the official Salesforce two-axis decision framework (integration type × timing) to a business integration scenario. Trigger keywords: integration pattern decision, choose integration approach, Salesforce integration architecture, when to use platform events vs API, integration type selection. NOT for implementation of any specific integration pattern (use domain-specific integration skills), MuleSoft architecture (use architect/mulesoft-anypoint-architecture), or middleware vendor selection. More triggers: integration decision record, Bulk API vs REST for a nightly load, external Id upsert, Named Credential vs Remote Site Setting, platform event vs CDC, who calls whom.

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, sequencing, or troubleshooting an org-wide migration from Salesforce Classic to Lightning Experience. Covers the LEX Transition Assistant Readiness Check, asset triage matrix (Visualforce, JavaScript buttons, page layouts, Knowledge, email templates, list views, AppExchange), pilot/wave rollout sequencing, end-user adoption telemetry, and cutover criteria. Triggers: 'lightning experience transition', 'classic to lightning migration plan', 'LEX readiness check', 'why are some users still on Classic', 'turning on Lightning for everyone'. NOT for individual asset migrations like a single VF page (use lwc/visualforce-to-lwc-migration), a single JavaScript button (use admin/custom-button-to-action-migration), or Knowledge article migration (use admin/knowledge-classic-to-lightning) — this skill orchestrates the program. NOT for Lightning App Builder page design (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 when building a Lightning record page in App Builder or when the page users see is not the one you assigned. Trigger keywords: configure lightning record page, lightning app builder, flexipage, record page assignment, org default vs app default, activate lightning page. NOT for page speed - use admin/lightning-page-performance-tuning. NOT for page layout to Dynamic Forms migration - use admin/dynamic-forms-migration. NOT for related list columns - use admin/related-list-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 this skill when configuring object-specific quick actions or global actions in Salesforce: choosing between action types, editing action layouts, pre-filling fields with predefined values, and adding actions to Lightning page layouts or mobile navigation. Trigger keywords: quick action, global action, action layout, pre-fill fields, predefined values, Salesforce mobile actions. NOT for building an LWC that runs as a quick action — use lwc/lwc-quick-actions. NOT for converting Classic JavaScript or URL buttons — use admin/custom-button-to-action-migration. NOT for Dynamic Actions visibility rules on a Lightning record page — use admin/dynamic-forms-and-actions. Also covers the QuickAction metadata type: quickAction-meta.xml, quickActionLayout, fieldOverrides, targetObject, targetParentField, targetRecordType, flowDefinition, and the Layout platformActionList and quickActionList entries that place an action.

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 Enterprise Territory Management (ETM): territory models, territory types, territory hierarchies, account assignment rules, opportunity territory assignment, and forecast by territory. Trigger keywords: territory model, territory hierarchy, ETM, assign accounts to territories, territory forecast, territory activation. NOT for choosing the coverage model first — use admin/territory-design-requirements. NOT for role hierarchy — use admin/sharing-and-visibility. NOT for Field Service ServiceTerritory — use admin/fsl-service-territory-setup. Trigger keywords: Territory2, Territory2Model, Territory2Rule, territory2Model-meta.xml, ObjectTerritory2Association, UserTerritory2Association, territory assignment rule, run assignment rules, territory access level, Manage Territories permission.

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 platform-level global search in a Salesforce org — per-object Search Layouts (Search Results, Lookup Dialogs, Lookup Phone Dialogs, Tab columns), the Setup → Search Settings page (Sidebar Search, Lookup Auto-Completion, Drop-Down List size), and Synonym Groups (Setup → User Interface → Synonyms). NOT for Einstein Search personalization signals or Natural Language Search (use agentforce/einstein-search-personalization), NOT for Experience Cloud site Search Manager (use lwc/experience-cloud-search-customization), NOT for SOSL query authoring (use data/sosl-search-patterns), NOT for Commerce storefront search tuning.

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 a new custom field on any Salesforce object: choosing field type, setting API name, configuring Field-Level Security, adding to page layouts, and deploying. Triggers: 'add a field', 'new custom field', 'what field type should I use', 'FLS not working', 'field not showing on page layout'. NOT for creating the object itself - use admin/object-creation-and-design. NOT for formula field logic - use admin/formula-fields. NOT for picklist value set management - use admin/picklist-and-value-sets. Also covers: field-meta.xml, CustomField metadata, deleteConstraint, externalId, unique, precision and scale, relationshipOrder, writeRequiresMasterRead, fieldPermissions, package.xml for fields.

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。

Convert the canonical markdown+JSON deliverable of any SfSkills runtime agent into Excel, PDF, CSV, Notion card, ServiceNow ticket, or similar downstream format without adding dependencies to the consumer's project. NOT for an Agentforce action's output — use agentforce/agent-actions. NOT for exporting Salesforce data — use integration/bulk-api-2-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。

Use this skill when planning user adoption, structuring Salesforce training materials, drafting release communications, or running a change impact assessment for a Salesforce rollout or update. Triggers: user adoption plan, training materials, release announcement, change impact, go-live communication, communication plan, training plan by persona, adoption metrics, LoginHistory adoption report, PromptAction, training sandbox, go-live checklist, post-go-live feedback, super user program, pilot group. NOT for org deployment mechanics or sandbox promotion — use admin/change-management-and-deployment. NOT for adoption of an Agentforce or Einstein AI feature — use admin/ai-adoption-change-management. NOT for configuring the in-app prompts themselves — use admin/in-app-guidance-and-walkthroughs.

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 to determine whether a Salesforce Commerce project should use B2B Commerce (account-gated, BuyerGroup-based, contract pricing) or D2C Commerce (consumer storefront, guest checkout, individual-based). Trigger keywords: B2B vs B2C, commerce platform selection, buyer journey, account-based purchasing, consumer storefront, licensing decision. NOT for implementation mechanics — use admin/b2b-commerce-store-setup or admin/b2c-commerce-store-setup for configuration work. NOT for Salesforce B2C Commerce (SFCC/Business Manager) 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。

When the user wants to optimize, improve, or increase conversions on any marketing page or form — including homepage, landing pages, pricing pages, feature pages, lead capture forms, or contact forms. Also use when the user says 'CRO,' 'conversion rate optimization,' 'this page isn't converting,' 'improve conversions,' 'why isn't this page working,' 'my landing page sucks,' 'form abandonment,' 'nobody's converting,' 'low conversion rate,' or 'this page needs work.' Use this even if the user just shares a URL and asks for feedback. For signup/registration flows, see signup. For post-signup activation, see onboarding. For popups/modals, see popups.

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。

MUST USE when user wants to research/search/look up/find anything on the internet — e.g. "research this topic", "do a deep dive on X", "search the web for X", "see what people say about X", "look this up". Also MUST USE when user mentions any platform or shares any URL/link: Twitter/X, Reddit, Facebook, Instagram, YouTube, GitHub, Bilibili, XiaoHongShu, Xiaoyuzhou Podcast, LinkedIn/jobs/recruiting, V2EX, Xueqiu (stocks), RSS. 15 platforms, multi-backend routing (OpenCLI / per-platform CLIs / APIs). Zero config for 6 channels. Run `agent-reach doctor --json` to see which backend serves each platform right now. NOT for: writing reports/analysis/translation (this skill only FETCHES internet content); posting/commenting/liking (write operations); platforms that already have a dedicated skill installed (prefer that skill).

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 decision needs deep multi-source technical research with cited evidence — technology evaluation, ecosystem comparison, standards/spec fact-finding, "how do others solve X". Triggers on "research X", "deep dive on X", "evaluate X vs Y", "find best practices for X". NOT for library/API doc lookup (see mk:docs-finder); NOT for one-shot URL fetch (see mk:web-to-markdown); NOT for internal codebase discovery (see mk:scout); NOT for project-only Q&A (see mk:ask-me); NOT for comparing solution designs (see mk:brainstorming); NOT for root-cause debugging (see mk:investigate); NOT for wiki ingestion of sources (see mk:wiki-research).

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。

Look up NHS England genomic tests for rare and inherited diseases. Use this skill whenever a clinician asks what genetic test to order for a condition, which genes are covered for a specific diagnosis, what commissioning category a genomic test falls under (Core, Specialised, or Highly Specialised), or which tests belong to a specialty group (Neurology, Cardiology, Endocrinology, etc.). Also trigger for questions like what panel is used for a condition, whether there is an NHS test for something, what the R number is for a condition, or whether anything has changed in the genomic test directory. Source: NHS England National Genomic Test Directory for Rare and Inherited Disease v9.0 (April 2026).

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。

Continuous environmental scanning across six PESTEL categories — Political, Economic, Social, Technological, Environmental, Legal. Not a one-time analysis but an ongoing radar. Three modes. Diagnostic mode runs a full scan and prioritises forces by impact, speed, and reversibility. Review mode checks the watch list monthly for movement and new signals. Alert mode defines concrete monitoring triggers for each top force. Use whenever someone wants to understand external forces acting on their business, assess macro risk, prepare for planning, or check whether the world has moved since last time they looked. Connects to the strategy map (forces act on the chain) and Wardley Map (forces drive component evolution). Based on practice by Eterdis (eterdis.com).

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。

Pre-share leak scanner for Claude Code skills (or any folder). Scans BEFORE you publish for secrets (API keys, tokens, private keys, .env values, high-entropy strings), PII (emails/phones), local machine paths (C:\Users\<name>, /home/<name>, /Users/<name>, UNC, internal hostnames), and client/proper-noun names from a LOCAL private dictionary; also flags service-specific code (jira/github/gitlab/slack/salesforce/notion/linear/ stripe/aws/google) that should be split into a dedicated service plugin. Use when the user says "sanitize this skill", "before sharing a skill", "check for leaks", "is this skill clean", "is this safe to commit/publish/ open-source", "scrub secrets", "redact before commit", or "pre-push leak check". Cross-platform, stdlib-only Python, fail-closed.

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。