「awe」の検索結果

Use when setting the default filtered set of records a user sees in list views, reports and SOQL without removing their access. Trigger keywords: scoping rule, Filter by scope, default record scope, RestrictionRule enforcementType Scoping, Object Manager scoping rule, recordFilter. NOT for the SOQL USING SCOPE clause - use apex/soql-using-scope-clause. NOT for blocking record access - use admin/restriction-rules.

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An Agentforce agent is moving from build or sandbox to live end-user traffic and the team needs a comprehensive readiness gate: coverage testing, Trust Layer config, guardrails, cost telemetry, observability, rate limits, permissions, rollout strategy, rollback plan, performance benchmarks. Triggers: 'we want to ship our Agentforce agent next week', 'pre-prod readiness review for our Service Agent', 'what do we need before turning the agent on for real customers', 'agent went live and is hallucinating, what should we have caught', 'cost monitoring for our internal sales agent', 'rollout strategy from internal pilot to GA'. NOT for the lighter five-block activation sign-off artifact — use agentforce/agent-deployment-checklist. NOT for authoring the guardrails themselves — use agentforce/agentforce-guardrails. NOT for building the test harness — use agentforce/agentforce-eval-harness. NOT for Trust Layer feature setup in isolation — use agentforce/einstein-trust-layer.

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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.

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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.

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Use when writing, auditing, or troubleshooting Salesforce Validation Rules. Triggers: 'validation rule', 'required field formula', 'rule fires unexpectedly', 'integration failing validation', 'data quality', 'errorConditionFormula', 'errorDisplayField', 'errorMessage 255 characters', 'ValidationRule metadata', 'validationRule-meta.xml', 'deploy validation rule inactive', 'bypass custom permission', 'FIELD_CUSTOM_VALIDATION_EXCEPTION', 'validation rule on custom metadata type', 'compound field validation rule', 'require at least one child record before a stage', 'HasOpportunityLineItem'. NOT for Flow-based validation — use admin/flow-for-admins for that.

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Use this skill when designing the UX and content strategy for a Salesforce-powered self-service portal or help center — pre-deflection article surfacing, Help Center search UX, friction-calibrated case submission forms, community peer support layers, and deflection measurement. Trigger keywords: design self-service portal, case deflection strategy, help center UX design, reduce support volume with self-service, knowledge base search experience. NOT for picking which contact reasons to deflect and through which channel — use architect/case-deflection-strategy. NOT for building the Experience Cloud site itself — use admin/experience-cloud-site-setup. More trigger keywords: article visibility matrix IsVisibleInCsp IsVisibleInPkb, which articles show in the customer portal, case visibility for portal users, CaseComment IsPublished customer visible comment, self-registration profile and account for a portal, Help Center template does not support login, deflection metrics SOQL KnowledgeArticleViewStat, self-service journey map, moderation policy for a support community.

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 setting up Service Cloud Voice with Amazon Connect — provisioning the contact center, configuring phone numbers, enabling real-time transcription, and configuring After Conversation Work Time. Covers the deployable metadata behind it: CallCenter, ConversationVendorInfo (vendorType), CallCenterRoutingMap, the Voice ServiceChannel that carries ACW, ServicePresenceStatus, PresenceUserConfig, ServiceCloudVoice.settings, and the VoiceCall / VoiceCallRecording objects. Trigger keywords: Service Cloud Voice, Amazon Connect, contact center, softphone, call transcription, After Conversation Work, ACW, wrap-up time, VoiceCall, CallCenter metadata, vendorType, telephony provider. NOT for Omni-Channel routing setup — use admin/omni-channel-routing-setup. NOT for Open CTI softphone adapters — use apex/cti-adapter-development. NOT for Sales Dialer (Voice.settings) — that is a different product.

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Redact PII in your own code before it reaches Agentforce prompts, models, and logs. Trigger keywords: agentforce pii, pii redaction, data masking llm, prompt pii filter, audit pii leakage. NOT for turning on the platform's own masking, zero-retention and audit-trail controls — use agentforce/einstein-trust-layer. NOT for masking PII in a refreshed sandbox — use security/sandbox-data-masking.

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Use when documenting, reviewing, or gathering requirements for Salesforce CPQ subscription lifecycle behavior: how amendments, renewals, upgrades, downgrades, and cancellations must work for a specific business. Trigger keywords: subscription requirements, amendment requirements, renewal requirements, proration requirements, co-termination, subscription ledger, upgrade downgrade policy. NOT for configuring CPQ amendments and renewals — use admin/contract-and-renewal-management. NOT for amendment architecture — use architect/subscription-management-architecture.

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Use this skill when building custom channel integrations with the Agentforce Agent API or BYOC (Bring Your Own Channel) for CCaaS — covering session lifecycle management, webhook handling, externalSessionKey design, sequenceId sequencing, BYOC Interaction API integration, and conversation state management. NOT for standing up a standard channel (Embedded Service, Slack, Experience Cloud, Messaging) — use agentforce/agent-channel-deployment. NOT for writing the Apex actions the agent invokes — use agentforce/custom-agent-actions-apex.

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 authoring INVEST-compliant Salesforce user stories from gathered requirements: shaping the As-A/I-Want/So-That stem, writing Given-When-Then acceptance criteria, sizing complexity (S/M/L/XL), splitting stories that are too large for a sprint, and emitting handoff metadata that names the next downstream agent. Trigger keywords: user story, INVEST, story splitting, story sizing, As-A I-Want So-That, story handoff, recommended_agents, backlog item shape. NOT for requirements elicitation or stakeholder interviews (use admin/requirements-gathering-for-sf). NOT for the Given-When-Then technique itself in depth (use admin/acceptance-criteria-given-when-then). NOT for UAT test case design (use admin/uat-test-case-design). NOT for backlog prioritization (use admin/moscow-prioritization-for-sf-backlog).

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 testing, evaluating, or building regression suites for Agentforce agents: conversation testing in Agent Builder, topic (now subagent) coverage and utterance testing, Testing API and AiEvaluationDefinition metadata, Agentforce DX CLI test runs (sf agent generate test-spec, sf agent test create/run/resume/results/list), evaluation metrics (containment rate, escalation rate, CSAT, topic activation accuracy), and post-deploy analytics via Enhanced Event Logs. Triggers: 'how do I test my Agentforce agent', 'agent routes to wrong subagent', 'write utterance tests', 'regression test after topic change', 'measure agent quality', 'agent containment rate', 'run agent tests from the CLI'. NOT for agent creation, topic design, or action contract design — use agentforce/agentforce-agent-creation, agentforce/agent-topic-design, or agentforce/agent-actions respectively.

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。

Build the executive KPI dashboard for Agentforce: adoption, deflection, latency, cost, quality — KPI definitions, data sources, CRM Analytics lenses, alert thresholds. NOT for the platform's own session tracing, Agent Analytics and health monitoring — use agentforce/agentforce-observability. NOT for scoring agent answer quality offline — use agentforce/agentforce-eval-harness.

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。

Apex test patterns for @InvocableMethod agent actions: per-reason-code branch coverage, bulk safety, callout mocking, deterministic assertions. NOT for testing whether the agent routes to the right topic or answers well — use agentforce/agent-testing-and-evaluation. NOT for designing the error envelope the tests assert on — use agentforce/agent-action-error-handling.

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 deploying an Agentforce agent to a channel surface: Embedded Service web chat, Slack, Experience Cloud, Agent REST API, or Salesforce Mobile. Triggers: 'deploy agent to website', 'add Agentforce to Slack', 'enable agent for mobile app', 'configure embedded service for agent', 'agent API for custom integration', 'multi-channel agent deployment'. NOT for agent logic design — use agentforce/agent-topic-design or agentforce/agent-actions for topics, instructions, and action contracts.

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 Salesforce record-access mechanisms or reviewing the access model end to end. Trigger keywords: OWD, org-wide defaults, sharingModel, externalSharingModel, record access model, sharing architecture, which sharing mechanism, UserRecordAccess, __Share, RowCause, why can user see too much. NOT for sharing rules - use admin/sharing-rules. NOT for role hierarchy - use admin/role-hierarchy-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。

Canonical go-live checklist for Agentforce deployments with rehearsed rollback and stakeholder sign-off records. NOT for the technical pre-prod verification behind those sign-off rows — cost telemetry, rate limits, canary rollout, latency benchmarks — use agentforce/agentforce-production-readiness-checklist. NOT for general Salesforce release management — use devops/release-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。

Design Agentforce conversations that span multiple turns without losing context: session variable scoping, conversation memory, clarifying-question patterns, topic-to-topic (now subagent) handoff, and the right abstractions for accumulating state across turns. NOT for deciding the topic boundaries themselves or out-of-scope behavior — use agentforce/agent-topic-design. NOT for single-turn agent actions and their input/output contracts — use agentforce/agent-actions.

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。

Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types, including the Agent Script language for the new Agentforce Builder (hybrid-reasoning -> logic vs | prompt instructions, @actions/@subagent/@variables references, subagents). Use when creating agents in source control, writing or debugging Agent Script, debugging agent metadata, or understanding the metadata lifecycle of GenAiPlugin/GenAiPlanner/BotVersion types. Triggers: 'how do I deploy an Agentforce agent using source control', 'convert an agent topic to a subagent', 'what metadata types make up an Agentforce agent', 'agent test run command failing in CI pipeline', 'GenAiPlugin vs GenAiPlanner metadata relationship', 'Agent Script logic vs prompt instructions'. NOT for Apex-based agent actions — use agentforce/custom-agent-actions-apex. NOT for clicking the agent together in the Builder UI — use agentforce/agentforce-agent-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。

Use when overriding the default UI of an Agentforce agent action's Apex input or output with your own Lightning web components via a LightningTypeBundle (schema.json + editor.json/renderer.json, lightning__AgentforceInput / lightning__AgentforceOutput targets, the @apexClassType binding). NOT for standard agent actions with primitive inputs/outputs (only Apex-class input/output can be overridden), NOT for Flow screen custom property editors (use flow/flow-custom-property-editors), and NOT for general LWC-in-Lightning-page work (use lwc/* 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 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.

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Cross-tool decision matrix for field-update automation in Salesforce — Before-Save Flow vs After-Save Flow vs Apex Trigger vs the deprecated Workflow Rule + Field Update. Covers the recursion / re-entrancy rules, governor cost per pattern (Before-Save flow is governor-free for the same record), the order-of-execution slot each tool occupies, and the Workflow-Rule-to-Flow migration playbook for field-update actions. NOT for the full record-save order of execution — use apex/order-of-execution-deep-dive. NOT for building the record-triggered Flow once the tool is chosen — use flow/record-triggered-flow-patterns. Trigger keywords: WorkflowFieldUpdate, reevaluateOnChange, onCreateOrTriggeringUpdate, doesRequireRecordChangedToMeetCriteria, failedMigrationToolVersion, Migrate to Flow, workflow-meta.xml, field update deprecated, double writer, second trigger pass.

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 ISV or consulting partner is creating, pricing, publishing, or maintaining an AgentExchange listing through the Partner Console — covers the listing plan, the 5-step Listing Builder workflow (Fill in the Basics, Set Pricing, Add Details, Link Your Solution, Grow Your Business), commercialization models (revenue share vs. annual fee vs. freemium), AgentExchange Checkout setup (Stripe connection, pricing plans, fees, geographic eligibility), Private Offers, Security Review gating, and post-publish listing updates. NOT for building the agent or managed package itself (use agentforce/agentforce-agent-creation and devops/second-generation-managed-packages), NOT for LMA/Trialforce licensing internals (use devops/isv-license-management-and-trialforce), and NOT for the customer-side install experience.

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。