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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。

Use this skill when designing lead nurture journeys in MCAE (Account Engagement / Pardot) Engagement Studio — mapping content to funnel stages (Awareness, Consideration, Decision), behavioral trigger rules, branching program paths, and MQL handoff criteria to Sales. NOT for building a journey in Marketing Cloud Journey Builder — use admin/journey-builder-administration. NOT for the scoring and grading model behind MQL — use admin/mcae-lead-scoring-and-grading.

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 this skill when configuring or troubleshooting Marketing Cloud Connect (MC Connect) — the managed package that links a Salesforce org to a Marketing Cloud account. Covers connector user setup, synchronized data sources, scope configuration, tracking sync, and triggered sends. NOT for MCAE/Pardot connector setup — use admin/mcae-pardot-setup. NOT for synced data extension failures — use data/marketing-cloud-data-sync.

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。

Gathering and documenting Salesforce marketing reporting requirements: defining KPIs, choosing an attribution model (First Touch / Last Touch / Even Distribution / Multi-Touch), selecting the right Campaign Influence configuration, and mapping business questions to report types and dashboard features. NOT for actually building the Campaign Hierarchy and CCI models - use admin/campaign-planning-and-attribution. NOT for CRM Analytics dataset and dashboard requirements - use admin/analytics-requirements-gathering.

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 this skill to configure SLA enforcement for Salesforce Field Service (FSL) using Work Order entitlement processes: designing entitlement processes of type Work Order, defining FSL milestones (response time, on-site arrival, resolution), wiring milestone actions, and aligning Business Hours with service territory Operating Hours. NOT for Case SLAs and Case entitlement processes — use admin/entitlements-and-milestones. NOT for defining the SLA tier table and escalation matrix — use architect/sla-design-and-escalation-matrix.

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 when deciding whether Salesforce Reports, CRM Analytics, or Tableau is the right level of analytics tooling, and when reviewing or troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for a detailed CRM Analytics vs Tableau licensing and platform comparison — use architect/crm-analytics-vs-tableau-decision. NOT for building the app, lenses and datasets — use admin/crm-analytics-app-creation.

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 and troubleshoot Salesforce Case Escalation Rules: time-based escalation entries, business hours configuration, escalation actions (email alerts and reassignment), and diagnosing why cases are not escalating. Covers the EscalationRules metadata shape, businessHoursSource and escalationStartTime semantics, staged escalationAction thresholds, deploy-inactive parallel-run cutover, and monitoring escalated cases. Trigger keywords: escalation rule, case not escalating, SLA breach notification, escalate after X hours, reassign case automatically, IsEscalated. NOT for SLA milestone timers — use admin/entitlements-and-milestones. NOT for case routing on creation — use admin/assignment-rules. NOT for the calendar itself — use admin/business-hours-and-holidays.

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。

Dependent picklists in Salesforce: controlling field (picklist or checkbox), dependent picklist, valueSettings matrix in metadata, API behavior via SOAP/REST, LWC lightning-combobox with dependency. NOT for creating picklist fields or Global Value Sets and replacing retired values - use admin/picklist-and-value-sets. NOT for filtering picklist values per record type or layout - use admin/record-types-and-page-layouts. Keywords: controllingField, valueSettings, controllingFieldValue, valueName, checked/unchecked checkbox controller, RecordTypePicklistValue, isDependentPicklist, getController, validFor, controllerValues.

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 design, configure, and troubleshoot Salesforce Entitlement Management on Cases: entitlement processes, milestone definitions, recurrence types, milestone actions (success/warning/violation), business hours assignment, and entitlement templates. Covers the deployable EntitlementProcess / MilestoneType / EntitlementTemplate / EntitlementSettings metadata, signed timeLength time triggers, recurrenceType semantics, process versioning, and how a milestone actually completes. Trigger keywords: entitlement process, milestone, SLA timer, milestone tracker, first response SLA, time trigger, recursChained, CaseMilestone, EntitlementId, SlaProcess, stopped clock. NOT for SLA milestones on Field Service work orders — use admin/fsl-sla-configuration-requirements. NOT for time-based case escalation rules — use admin/escalation-rules. NOT for the business-hours calendar itself — use admin/business-hours-and-holidays.

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, extending, or troubleshooting the Salesforce Field Service (FSL) Mobile app for field technicians — including offline priming strategy, app extensions, deep linking, and custom branding. Trigger keywords: FSL mobile, Field Service mobile app, offline priming, mobile extension toolkit, app extensions for field service. NOT for coding the LWC quick action or offline extension itself — use apex/fsl-mobile-app-extensions. NOT for technician job lifecycle, signature capture, or parts consumption — use admin/fsl-mobile-workflow-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 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。

Configuring Salesforce Email-to-Case: Standard vs On-Demand mode selection, routing address setup, email threading via Lightning tokens, auto-response rules, attachment limits, and per-address case field defaults. Trigger keywords: email-to-case, routing address, on-demand email-to-case, email threading, case from email, email agent, routing address setup, Case.settings-meta.xml, EmailToCaseRoutingAddress, emailServicesAddress, isVerified, caseOrigin, enableThreadTokenInBody, useEmailHeadersForThreading, overEmailLimitAction, unauthorizedSenderAction, enableE2CAttachmentAsFile, saveEmailHeaders, newEntityRecordType, casePriority, EmailMessage.EmailRoutingAddressId, auto-response loop. NOT for the wider case layer (queues, escalation rules, case teams, entitlements) - use admin/case-management-setup. NOT for routing case work items to agents after creation - use admin/omni-channel-routing-setup. NOT for the email templates or letterheads themselves - 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 designing, reviewing, or debugging Salesforce Flows from an Admin perspective. Triggers: 'flow', 'automation', 'record-triggered flow', 'screen flow', 'scheduled flow', 'flow error', 'flow interview', 'before-save vs after-save', 'flow deployed as draft', 'entry criteria', 'fault connector', 'flow-meta.xml', 'FlowDefinitionView'. NOT for Flow debug mode, Run As user, or Flow test suites — use flow/flow-debugging. NOT for building an OmniStudio OmniScript — use omnistudio/omniscript-design-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 to configure Field Service Lightning service territories — including territory types, operating hours, time slots, territory hierarchy, member types, and polygon boundaries. NOT for Enterprise Territory Management (Territory2) in Sales Cloud — use admin/enterprise-territory-management. NOT for bulk-loading territory polygons or members — use data/fsl-territory-data-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 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, reviewing, or troubleshooting Salesforce email templates, email alerts, and declarative notification design. Triggers: 'Lightning Email Template', 'email alert', 'merge field', 'org-wide email', 'too many emails', 'mass email limit'. NOT for migrating Classic templates to Lightning — use admin/classic-email-template-migration. NOT for sending email from Apex — use apex/apex-outbound-email-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 when designing, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance. Covers cleaning up duplicates that already exist at ordinary volume: merge sequencing, survivorship, stewardship ownership. Also covers the deployable MatchingRule / DuplicateRule metadata, the Alert-vs-Block action pair, DuplicateRecordSet reporting, and the Apex DMLOptions.DuplicateRuleHeader.allowSave bypass. Triggers: 'duplicate rule', 'matching rule', 'merge strategy', 'dedupe', 'survivorship', 'D&B', 'same contact twice', 'clean up duplicate records', 'clean up duplicate accounts', 'DUPLICATES_DETECTED', 'allowSave', 'FindDuplicates'. NOT for cleanup at volume — hundreds of thousands of records, batch merge jobs, DemandTools/Cloudingo — use data/large-scale-deduplication. NOT for which field values and child records the platform keeps in a merge - use data/record-merge-implications.

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 formula fields. Triggers: 'formula field', 'cross-object formula', 'null handling', 'compile size', 'HYPERLINK', 'IMAGE', 'why is formula slow', 'formulaTreatBlanksAs', 'BlankAsZero', 'blank field handling', 'field-meta.xml formula', 'CustomField formula deploy', 'formula returns blank', 'formula field read-only on data load'. NOT for a formula field slowing a SOQL query or blocking an index — use apex/formula-field-performance-and-limits. NOT for Formula resources inside a Flow — use flow/flow-formula-and-expression-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 designing the checkout experience for a Salesforce B2B or D2C Commerce storefront — covering runtime model selection (LWR Managed Checkout vs Aura Flow Builder), cart and line-item requirements, payment option scoping, shipping rule definition, and guest vs. registered buyer experience design. Trigger keywords: checkout flow design, checkout UX requirements, LWR vs Aura checkout, guest checkout design, payment options design, shipping rules, checkout experience planning. NOT for configuring the checkout in Setup once designed — use admin/commerce-checkout-configuration. NOT for choosing B2B vs D2C Commerce — use admin/b2b-vs-b2c-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 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 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。