「setup」の検索結果

Use this skill when gathering, structuring, and documenting requirements for a Financial Services Cloud (FSC) wealth management implementation — including financial planning workflow discovery, portfolio review process mapping, client lifecycle requirements, advisor tooling needs, and FSC architecture determination (managed package vs. FSC Core). Trigger keywords: wealth management requirements, FSC requirements gathering, financial planning workflow, portfolio review process, advisor tools setup, FSC data model scoping, wealth management process mapping. NOT for implementation, configuration, or code — use financial-account-setup, fsc-action-plans, or apex/fsc-financial-calculations for those. NOT for FSC architecture decisions — use architect/wealth-management-architecture. NOT for Health Cloud or NPSP 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 to configure a Lightning Service Console app in Salesforce — Console Navigation (split view), workspace tabs and subtabs, the utility bar with Omni-Channel, Macros and History, Quick Text, keyboard shortcuts, and navigation rules per object. Trigger keywords: Service Console, console app, workspace tabs, subtabs, utility bar macros, Omni-Channel utility, split view, Quick Text, console navigation rules, keyboard shortcuts service console, navType Console, workspaceConfig mappings, WorkspaceMapping fieldName, UtilityBar FlexiPage, tabLimitConfig, listPlacement, MacroInstruction, QuickText Channel multipicklist, isNavTabPersistenceDisabled. NOT for opening or refreshing console tabs from code — use lwc/lwc-console-workspace-api. NOT for Omni-Channel routing setup — use admin/omni-channel-routing-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 creating, configuring, auditing, or troubleshooting an Agentforce agent end-to-end: agent definition, agent user setup, channel assignment, system instructions, activation, and lifecycle management. Triggers: 'create agentforce agent', 'agent not appearing to users', 'how to activate agent', 'agent channel setup', 'agent lifecycle', 'deploy agent to production'. NOT for designing what the agent can DO — an agent that looks up an order, checks a case, or creates a record is action design, use agentforce/agent-actions. NOT for topic boundary design — use agentforce/agent-topic-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。

Usage-based pricing in Revenue Cloud: metered billing, usage records, rating, tiering, consumption schedules. NOT for choosing a CPQ pricing method (List, Block, Cost Plus Markup, Percent of Total) - use admin/pricing-model-design. NOT for legacy Salesforce Billing (blng__) schedules and invoice runs - use admin/billing-schedule-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 define and validate the requirements for a Salesforce Partner Relationship Management (PRM) implementation: deal registration flows, lead distribution models, partner tier hierarchies, MDF budget tracking, and co-marketing content entitlement. Trigger keywords: partner community requirements, PRM deal registration setup, channel partner portal requirements, lead distribution partner, partner tier management, MDF tracking, co-marketing entitlement. NOT for implementing the partner sharing model — use data/partner-data-access-patterns. NOT for building the portal in Experience Builder — use admin/experience-cloud-site-setup. More trigger keywords: partner portal design worksheet, partner tier licence and role depth, PartnerAccountId blank on opportunity, portal role Executive Manager User, sharing set does not support Lead, enable partner user greyed out, offboard a partner firm, PartnerMarketingBudget PartnerFundRequest PartnerFundClaim, ChannelProgramLevel partner tier, deal registration acceptance step.

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 and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories into the inspection view, Days in Stage and other deal-change metrics, and pipeline review cadence for sales managers. Use when designing or improving how a team monitors deal health and pipeline movement. NOT for the Revenue Intelligence app, Einstein deal insights, or forecast-accuracy dashboards — use admin/revenue-intelligence-setup. NOT for forecast types, quotas, or forecast hierarchy setup — use admin/collaborative-forecasts. Keywords: pipeline review, coverage ratio, stage conversion, slippage, stale deals, days in stage, LastStageChangeInDays, LastStageChangeDate, AgeInDays, PushCount, ForecastCategoryName, enablePipelineInspection, PipelineInspMetricConfig, OpportunitySettings, review cadence, commit call.

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。

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。

Configure patient or member records in Salesforce Health Cloud: Person Account enablement, patient record types, care team role configuration, patient card customization, clinical data display. Trigger keywords: patient setup, Health Cloud person account, patient card component, care team roles, clinical data display. NOT for Person Accounts outside Health Cloud - use data/person-accounts. NOT for enrolling a patient into a care program - use admin/care-program-management.

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 the Nonprofit Success Pack Program Management Module (PMM) - program delivery, cohort setup, service scheduling, service delivery recording, and attendance tracking for beneficiaries. Trigger keywords: program management module, PMM, Program__c, ProgramEngagement__c, ServiceDelivery__c, cohort setup, bulk service delivery, service schedule, service participant. NOT for designing which outcomes and indicators to measure - use admin/program-outcome-tracking-design. NOT for NPSP donor, household and giving-rollup data - use data/nonprofit-data-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。

Configure Messaging for In-App and Web (MIAW) channels in Service Cloud: Messaging Channel, Embedded Service Deployment, CORS/CSP Trusted Sites, pre-chat fields, session routing by Queue or Omni-Channel Flow, Status-Based capacity, Live Agent migration. Trigger keywords: MessagingChannel, EmbeddedServiceConfig, messagingChannelType, EmbeddedMessaging, sessionHandlerQueue, sessionHandlerFlow, embeddedConfig, automatedResponses, CorsWhitelistOrigin, CspTrustedSite, BrandingSet, MessagingSession, MessagingEndUser, enhanced chat, embedded messaging, chat widget, pre-chat form, auto-response. NOT for an Agentforce agent in the chat window - use agentforce/agent-channel-deployment. NOT for Omni-Channel enablement, Service Channels or skills-based routing - use admin/omni-channel-routing-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 when configuring a new or existing Marketing Cloud Account Engagement (MCAE, formerly Pardot) business unit: Salesforce v2 connector activation, connector user permissions, Salesforce User Sync, prospect field sync rules, tracking domain setup, and Account Engagement Lightning App installation. NOT for connecting Marketing Cloud Engagement (email studio, journeys) to Salesforce - use admin/marketing-cloud-connect. NOT for calling the Account Engagement REST API from code - use apex/mcae-pardot-api.

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, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria, journey versions, test mode, or journey analytics. Triggers: 'journey builder setup', 'entry source configuration', 'decision split not routing', 'exit criteria not removing contacts', 'goal not tracking conversion', 'journey version publishing', 'journey re-entry settings', 'wait activity date field'. NOT for coding a custom activity or entry source — use apex/marketing-cloud-custom-activities. NOT for business units and sender profiles — use admin/marketing-cloud-engagement-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 Omni-Channel routing from scratch or updating existing routing: enabling Omni-Channel, creating Service Channels, configuring Routing Configurations (queue-based and skills-based), setting up Presence Statuses and Presence Configurations, assigning skills to Service Resources, and defining Skills-Based Routing Rules. Trigger keywords: Omni-Channel setup, routing configuration, queue-based routing, skills-based routing, presence status, service channel, routing rules. NOT for agent capacity units and channel weighting — use architect/omni-channel-capacity-model. NOT for Apex routing via PendingServiceRouting — use apex/omni-channel-custom-routing.

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 configuring public pages on an Experience Cloud site — guest user profile setup, page-level access settings in Experience Builder, object/field visibility for unauthenticated visitors, and explicit sharing rules that expose data on public pages. Triggers: 'configure public pages Experience Cloud', 'guest user profile setup', 'unauthenticated site access', 'public community page visibility', 'make page visible without login'. NOT for authenticated user features (use admin/experience-cloud-member-management). NOT for security hardening or remediation of guest user exposure (use security/guest-user-security). Also covers the deployable shape: pageAccess on the route file, the guest Profile's objectPermissions and fieldPermissions, sharingGuestRules, siteGuestRecordDefaultOwner on CustomSite, and the Network guest flags.

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 an admin needs to create an Einstein Discovery story in CRM Analytics Studio, configure prediction definitions, deploy writeback fields, set up what-if analysis, or manage model refresh and activation. Trigger keywords: Einstein Discovery story, prediction definition, writeback field, CRM Analytics Studio, model refresh, what-if analysis, bulk scoring, prediction field, 1OR prefix. NOT for the Einstein Discovery Flow action or model-health monitoring in Model Manager — use admin/einstein-discovery-deployment. NOT for Einstein Prediction Builder, a separate product needing no CRM Analytics license — use agentforce/einstein-prediction-builder. NOT for programmatic scoring through the Connect REST API — use agentforce/einstein-discovery-development.

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 SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure. Triggers: 'configure SEO for community site', 'Experience Cloud page titles meta descriptions', 'sitemap generation community portal', 'robots.txt Experience Cloud', 'noindex Experience Builder page'. NOT for creating the site, LWR vs Aura, or custom domain setup — use admin/experience-cloud-site-setup. NOT for pages a crawler cannot reach because the guest user lacks access — use admin/experience-cloud-guest-access.

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 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。

Education Cloud (EDA — Education Data Architecture) setup: student success hub, advisor workflows, enrollment management, academic data model. NOT for the EDA object model in depth (Affiliations, Course_Connection__c) — use data/eda-data-model-and-patterns. NOT for SIS enrollment sync — use integration/sis-integration-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 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 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 choosing between Custom Metadata Types and Custom Settings, understanding hierarchical vs list settings, deployment behavior, governor limit implications, or accessing either from Apex and Flow. Trigger keywords: 'custom metadata vs custom settings', 'hierarchical settings per user profile', 'deployable config vs runtime settings', 'getValues getInstance in apex', 'flow get records custom settings'. NOT for modelling the CMT itself or protecting packaged defaults — use admin/custom-metadata-types. NOT for records users edit as business data — use admin/object-creation-and-design. NOT for secrets — use integration/named-credentials-setup. More trigger keywords: customSettingsType, customSettingsVisibility, SetupOwnerId, getOrgDefaults, getAll, DUPLICATE_VALUE in test, SeeAllData custom settings, enableAdvancedCSSecurity, customSettingAccesses, org default profile user override.

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。