「report」の検索結果

Use when picklist data quality has degraded: unrestricted picklists accepting garbage API values, dependent picklist relationships bypassed by integrations, record type picklist value mappings drifting out of sync, or orphaned values appearing in reports. NOT for the value-deactivation runbook or the API-name-vs-label trap — use admin/picklist-data-integrity. NOT for initial picklist creation or Global Value Set design — use admin/picklist-and-value-sets. NOT for record type configuration itself — use admin/record-types-and-page-layouts.

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。

Eliciting, documenting and structuring requirements for a Salesforce implementation: stakeholder discovery interviews, As-Is and To-Be process mapping, and gap analysis against standard Salesforce capability. Trigger keywords: requirements gathering, user story, As-Is To-Be, gap analysis, stakeholder interview, process mapping, business requirements, fit gap. NOT for authoring the user stories themselves - use admin/user-story-writing-for-salesforce. NOT for scoring requirements against a specific org - use admin/fit-gap-analysis-against-org. NOT for technical design decisions - use architect/solution-design-patterns. Also covers the requirements catalogue itself (one row per requirement, MoSCoW priority, source stakeholder, downstream target) and Salesforce non-functional requirements: record volume, sharing layer, integration pattern, reporting joins, mobile/offline, and licence implication.

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。

Picklist governance for Salesforce admins — Restricted vs Unrestricted, Global Value Sets vs local picklists, value deactivation that breaks reports, dependent picklists with deactivated controllers, and the 'value not in picklist' phantom-data problem. Covers the per-record-type value selection model, the API-vs-label mismatch trap, and the mass-replace-values runbook. NOT for auditing an org where invalid values already exist or record-type mappings have drifted — use admin/picklist-field-integrity-issues. NOT for creating a picklist field or wiring up a dependent picklist — use admin/picklist-and-value-sets.

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, 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。

Use when executing admin-level cleanup in a Salesforce org: deleting unused fields, removing inactive Flow versions, deactivating legacy automation, running Salesforce Optimizer or Org Check, and performing destructive metadata deploys. Triggers: 'clean up unused fields', 'delete inactive flows', 'run Optimizer', 'org has too many custom fields', 'remove old workflow rules', 'Flow version limit'. NOT for assessing or reporting on technical debt (use architect/technical-debt-assessment). NOT for code-level refactoring or Apex cleanup (use apex/ skills).

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 resources — including ServiceResource types, skill assignments via ServiceResourceSkill, capacity-based resource setup, and ResourcePreference rules. NOT for territory-level WorkCapacityLimit throttling or capacity-vs-utilization reporting — use admin/fsl-capacity-planning. NOT for service territory setup — use admin/fsl-service-territory-setup. NOT for work rules and service objectives — use admin/fsl-scheduling-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。

Use this skill to configure and manage Field Service Lightning workforce capacity — covering ServiceResourceCapacity for individual resource caps, WorkCapacityLimit for territory-level demand throttling, and reporting strategies for capacity vs. utilization analysis. NOT for resource skills, certifications, or preference setup — use admin/fsl-resource-management. NOT for work rules and service objectives — use admin/fsl-scheduling-policies. NOT for Omni-Channel agent capacity — use architect/omni-channel-capacity-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。

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。

Configure Einstein Activity Capture (EAC) for an org: enable the feature, create Configuration profiles, set auth type (User-Level or Org-Level OAuth), define email and calendar sync scope, excluded domains and privacy settings, assign users, verify sync health. NOT for querying synced emails or events in SOQL, Apex or reports — use apex/einstein-activity-capture-api. NOT for Opportunity Scoring or Pipeline Inspection — use agentforce/einstein-copilot-for-sales.

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。

Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions. NOT for creating a new custom field — use admin/custom-field-creation. NOT for formula syntax and functions — use admin/formula-fields. Trigger keywords: BillingAddress, MailingAddress, ShippingAddress, StateCode, CountryCode, GeocodeAccuracy, Location field type, displayLocationInDecimal, __Latitude__s, __Longitude__s, DISTANCE, GEOLOCATION, Custom Address Fields, AddressSettings, System.Address, System.Location, Person Account name.

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 or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, app sharing, and the row-level security that gates whether users see any data. NOT for choosing Reports vs CRM Analytics vs Tableau — use admin/einstein-analytics-basics. NOT for security predicate syntax, sharing inheritance or Analytics license assignment — use admin/analytics-permission-and-sharing.

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 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。

Author the Salesforce Configuration Workbook — the structured, reviewable handoff document an admin uses to execute a feature across Objects/Fields, Page Layouts, Profiles/PSGs, Sharing, Validation, Automation, List Views, Reports, Integrations, and Data. Triggers: 'salesforce configuration workbook', 'admin handoff document', 'implementation workbook'. NOT for object design itself (use admin/custom-field-creation, admin/lookup-and-relationship-design, agents/object-designer/AGENT.md), NOT for permission set design (use admin/permission-set-architecture, agents/permission-set-architect/AGENT.md), NOT for Flow construction (use skills/flow/* and agents/flow-builder/AGENT.md), and NOT for the deployment manifest (use skills/devops/metadata-api-retrieve-deploy). More triggers: workbook row schema, recommended_agent, recommended_skills, row_id, source_req_id, RTM linkage block, not-in-scope-this-release, descope ledger, version-lock the workbook, check_workbook.py.

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 or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshooting stale or broken datasets. Triggers: 'dataset creation', 'dataflow schedule', 'dataflow quota', 'date field not filterable', 'dataset row limit', 'CRM Analytics data refresh', 'field type mismatch in dataset'. NOT for making an existing dataset smaller or faster — use data/analytics-dataset-optimization. NOT for choosing between Reports, CRM Analytics and Tableau in the first place — 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 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。

Designing Campaign Hierarchy for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, and interpreting multi-touch attribution from MCAE B2B Marketing Analytics. Trigger keywords: campaign ROI, attribution model, campaign hierarchy, first-touch, last-touch, multi-touch, CCI, campaign influence, revenue attribution, campaign member status. NOT for deciding which attribution model and KPIs to adopt before any config - use admin/marketing-reporting-requirements. NOT for MCAE connector setup or the campaign sync that writes Campaign Member records - use admin/mcae-pardot-setup. Also covers: CampaignSettings, enableCampaignInfluence2, enableAutoCampInfluenceDisabled, enableB2bmaCampaignInfluence2, enableAccountsAsCM, CampaignInfluenceModel metadata, isDefaultModel, isModelLocked, recordPreference, AllRecords, RecordsWithAttribution, CampaignInfluence.RevenueShare, ModelType, CampaignMemberStatus IsDefault HasResponded SortOrder, HierarchyActualCost, HierarchyAmountWonOpportunities, TotalNumberofResponses, Opportunity.CampaignId primary campaign source.

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。

Detects missing report, block, filter, and contact information mechanisms required for all apps with user-generated content under Guideline 1.2.

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。

Detects absence of a content moderation service integration for apps that accept user-uploaded media or posts, enforcing Guideline 1.2's requirement for timely response to content reports.

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。

สร้าง test case ครอบคลุม edge case พร้อม bug report template และ regression checklist

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。

Systematically explore and test any software project (CLI, API, Backend, Library, etc.) to find bugs, usability issues, and edge cases. Produces a structured report with full reproduction evidence (exact commands, inputs, logs, and tracebacks) for every issue.

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。

Apply or audit the approved Quiet Signal core visual language when the user explicitly asks for Quiet Signal styling on a defined website, interface, poster, social graphic, report, presentation, or other design artifact. This skill supplies visual identity and rule checks; it does not plan content, invent platform requirements, or run a production pipeline.

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。

Write the SQL or MongoDB query that answers a question and keeps answering it: the right grain, no fan out, parameterised window, checked against something known. Use when a number is needed that no report carries, when an existing query returns something that looks wrong, when a query is slow or expensive, or when somebody asks for a one off pull.

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。