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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.

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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).

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 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.

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 monitoring Agentforce agent sessions, analyzing conversation logs, measuring deflection rates, or diagnosing agent performance issues. Triggers: 'agentforce session analytics', 'how to query agent conversation data', 'monitor agentforce agent effectiveness', 'agent deflection rate', 'utterance analysis agentforce'. NOT for Trust Layer audit logging — use agentforce/einstein-trust-layer. NOT for designing the topic boundaries and guardrails that cause the misrouting you are seeing in the data — use agentforce/agentforce-guardrails.

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.

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Configure and troubleshoot Salesforce Billing revenue recognition rules, schedules, and GL transaction generation under ASC 606. Triggers: 'revenue schedule not generated after order activation', 'blng__RevenueSchedule__c missing', 'blng__RevenueRecognitionRule__c on a product', 'Finance Periods not set up', 'performance obligation allocation for bundled products', 'distribution method', 'ASC 606 in Salesforce Billing'. NOT for billing schedules, invoice plans and invoice runs - use admin/billing-schedule-setup. NOT for invoice-to-payment mismatches at month-end close - use data/billing-data-reconciliation.

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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 when designing or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote to Synced Quote to Approval Process to Quote PDF to Order creation. Trigger keywords: quote approval, discount policy, quote PDF limits, order from quote, quote sync, quote template. NOT for CPQ pricing rules or discount schedules — use admin/cpq-pricing-rules. NOT for building the quote template itself — use admin/quotes-and-quote-templates.

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, 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.

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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 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 configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction records, enabling multi-currency pricing, configuring Product Schedules (Revenue and Quantity), or troubleshooting incorrect prices on Opportunity line items and Quotes. Triggers: 'add product to pricebook', 'pricebook entry', 'standard pricebook', 'product catalog', 'multi-currency product pricing', 'product schedule', 'revenue schedule', 'quantity schedule', 'deactivate product'. NOT for bulk catalog loads — use data/product-catalog-data-model. NOT for CPQ bundles and product rules — use admin/cpq-product-catalog-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 to configure and manage NPSP Household Accounts: household naming rules, formal/informal greeting formats, primary contact designation, household merges, and household splits. Trigger keywords: NPSP household naming, household account not updating, merge duplicate households NPSP, household greeting customization, primary affiliation NPSP. NOT for FSC (Financial Services Cloud) households — use admin/household-model-configuration. NOT for bulk-loading constituents and households into NPSP — use data/constituent-data-migration.

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 lead management and conversion in Setup: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes. Trigger keywords: web-to-lead, lead conversion, lead field mapping, lead settings, lead process, lead queue, lead auto-response. NOT for Apex that controls what conversion creates - use apex/lead-conversion-customization. NOT for lead assignment rule logic - use admin/assignment-rules. NOT for duplicate rule configuration - use admin/duplicate-management. Also covers: LeadConvertSettings objectMapping XML, LeadConfigSettings, LeadStatus StandardValueSet converted flag, lead process BusinessProcess, Database.convertLead bulk conversion limits.

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 this skill when creating, configuring, or troubleshooting FSC Relationship Groups — including Household, Professional Group, and Trust group types; member role assignment via AccountContactRelation FSC fields; Primary Group designation; and group-level wealth aggregation rollups. NOT for standard account relationships, Contact-Account relationships outside FSC, NPSP household configuration, or Financial Account role setup (use admin/financial-account-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 designing nonprofit fundraising lifecycle stages, donor pipeline workflows, cultivation-to-stewardship cycles, or Salesforce Opportunity sales process configuration for NPSP or Nonprofit Cloud. Trigger keywords: fundraising lifecycle, donor pipeline, cultivation stage, solicitation workflow, major gift process, moves management, NPSP Opportunity stages, stewardship cycle, NPC fundraising stages. NOT for lapsed donor re-engagement or portfolio segmentation — use admin/donor-lifecycle-requirements. NOT for Engagement Plan setup — use admin/npsp-engagement-plans.

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。

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。

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 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。

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 admins are governing the Chatter group lifecycle — creation policy, public/private/unlisted visibility decisions, group ownership transfer when owners leave, archived vs inactive vs deleted state changes, auto-archive behavior, naming conventions, group templates (Information Templates), and orphan-group cleanup after user terminations. Triggers: 'we have 800 dead chatter groups', 'group owner left the company who owns it now', 'should this group be public private or unlisted', 'when does a chatter group auto-archive', 'how do I delete vs archive a chatter group', 'we need a chatter group naming convention'. NOT for Chatter notification / digest / feed-noise tuning (use admin/chatter-notification-tuning), NOT for Chatter REST API integration patterns (use apex/apex-connect-api-chatter), NOT for Custom Notifications API (use apex/apex-custom-notifications-from-apex), NOT for Experience Cloud / Customer Community group access (different sharing 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。