「awe」の検索結果

Use when an assignment must expire on a date, not stand forever. Trigger keywords: permission set expiration date, permission set group expiry, temporary access, time-boxed elevation, contractor access, ExpirationDate. NOT for PSG composition - use admin/permission-set-group-composition. NOT for muting mechanics - use security/permission-set-groups-and-muting. NOT for criteria-based auto-assignment - use admin/user-access-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。

Build Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured mobile/desktop posture, and journeys walk each task end-to-end with friction tags that drive UX decisions. NOT for stakeholder authority / RACI (use admin/stakeholder-raci-for-sf-projects), NOT for system-side process flows (use admin/process-flow-as-is-to-be), NOT for Lightning page design itself (use admin/lightning-app-builder-advanced or the lightning-record-page-auditor agent), NOT for pure design / UX research disconnected from org artifacts.

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 refactoring record types across objects with many profiles, business processes, or picklist variations. Covers layout assignment explosion, Dynamic Forms migration, and record type ID portability. NOT for basic record type setup or page layout assignment — use admin/record-types-and-page-layouts. NOT for converting one page layout to Dynamic Forms — use admin/dynamic-forms-migration. Trigger keywords: record type consolidation, layout assignment matrix, recordTypeVisibilities, layoutAssignments, Master record type default, bulk RecordTypeId migration, record type audit, RecordType wildcard package.xml.

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 auditing Salesforce access control — deciding between Profiles, Permission Sets, and Permission Set Groups. Triggers: 'user can't see field', 'too many profiles', 'permission model', 'least privilege', 'profile migration', 'what stays on the profile', 'profile only settings', 'login hours permission set', 'layout assignment permission set', 'IsOwnedByProfile', 'profile retrieve empty'. NOT for sharing rules or record-level access — use admin/sharing-and-visibility for that.

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, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object chain from SBQQ__Quote__c through Contract to blng__Invoice__c, approval routing via Advanced Approvals (sbaa__), billing schedule generation, and order activation. Trigger keywords: CPQ quote, SBQQ, revenue cloud billing, Advanced Approvals, subscription, blng invoice, contract pivot. NOT for quote-to-cash on standard Sales Cloud objects — use admin/quote-to-cash-requirements. NOT for setting up SBAA approval rules and chains — use admin/cpq-approval-workflows.

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 or managing queues, configuring queue membership, setting up case or lead queues, creating public groups, or using groups in sharing rules and manual sharing. Trigger keywords: queue, public group, queue membership, queue email, group sharing, case queue, lead queue. NOT for the rule that decides which queue a record lands in — use admin/assignment-rules. NOT for Omni-Channel routing configuration — 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 configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — endpoint setup, field selection, retry behavior, and delivery monitoring. NOT for the listener's session ID callback into Salesforce — use integration/outbound-messages-and-callbacks. NOT for JSON webhooks or Flow-triggered pushes — use integration/outbound-webhook-from-salesforce. Keywords: WorkflowOutboundMessage, outboundMessages, endpointUrl, includeSessionId, integrationUser, useDeadLetterQueue, apiVersion, SOAP Ack, .workflow file, approval outbound message action.

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 preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to stakeholders. Triggers: 'upcoming Salesforce release', 'release notes triage', 'Release Updates', 'sandbox preview opt-in', 'release readiness checklist', 'production upgrade date', 'feature impact', 'critical update', 'roll out the Spring release safely', 'is our org ready for the Spring release', 'release update settings metadata', 'FlowSettings release update field', 'release run sheet', 'preview sandbox refresh freeze', 'settings deploy flipped a release update'. Also covers: which Release Updates are deployable as Settings metadata, the release run sheet artefact, and the preview opt-in refresh-date rule. NOT for planning your own release train — use devops/release-management. NOT for user training and go-live comms — use admin/change-management-and-training.

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。

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。

Use when deciding which Salesforce automation tool should own a requirement, including before-save and after-save Flow, screen Flow, scheduled Flow, invocable Apex, Apex triggers, and migration off Workflow Rules or Process Builder. Triggers: 'Flow or Apex trigger', 'which automation tool should I use', 'Process Builder migration', 'Workflow Rule retirement', 'same-record update or trigger', 'automation decision record', 'why did we reject Apex', 'one object one order', 'automation inventory for this object', 'scheduled Flow or Batch Apex'. NOT for 'which tool should stamp this field on save, and will it recurse' — use admin/workflow-field-update-patterns. NOT for actually running the conversion of an existing Process Builder — use flow/process-builder-to-flow-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。

Turn a verified Salesforce research packet into a concise, role-aware learning brief with clear objectives, concept sequencing, worked examples, release caveats, checks for understanding, and citations mapped to claims. Trigger keywords: teach me Salesforce, explain Salesforce concept, create learning brief, Salesforce study guide, role-based lesson. NOT for open-ended source discovery or freshness verification — use architect/salesforce-learning-research first. NOT for generating production metadata or changing an org.

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 picklist fields: choosing between Global Value Sets and object-local picklists, configuring controlling and dependent field relationships, managing picklist values, and replacing values in existing data records. NOT for why the API or an integration ignores a dependency matrix - use admin/field-dependency-and-controlling. NOT for cleaning up degraded, unrestricted or orphaned picklist values - use admin/picklist-field-integrity-issues. NOT for record type picklist filtering - use admin/record-types-and-page-layouts. Keywords: GlobalValueSet, StandardValueSet, __gvs suffix, customValue, valueSetName, valueSetDefinition, restricted picklist, GlobalValueSetTranslation, OpportunityStage, CaseStatus.

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。

Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter', 'report subscription', 'dashboard refresh', 'report-meta.xml', 'dashboard running user', 'report folder sharing', 'package.xml report wildcard'. NOT for choosing a report type, bucket fields, summary formulas or joined-report limits — use admin/reports-and-dashboards-fundamentals. NOT for Einstein Analytics / CRM Analytics — 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。

Custom Report Type design — when to create a CRT vs use the standard, A-with-B-without and A-without-B joins, primary/secondary/related-via-lookup objects, the 60-field display limit, and field-set vs cross-join layouts. NOT for building the report or dashboard itself once the report type exists — use admin/reports-and-dashboards-fundamentals. Keywords: reportType metadata, baseObject, outerJoin, ObjectRelationship, ReportLayoutSection, checkedByDefault, displayNameOverride, deployed false, custom report type sprawl, report type inventory.

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 Health Cloud referral management: setting up ClinicalServiceRequest-based referrals, provider search, referral status workflows, and network management. NOT for referrals in Financial Services Cloud — use admin/fsc-referral-management. NOT for care team workflow and transition-of-care design — use admin/care-coordination-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 when designing or refactoring Salesforce access architecture around minimal profiles, permission sets, permission set groups, muting, and assignment governance. Triggers: 'profile sprawl', 'permission set strategy', 'PSG architecture', 'access bundle design', 'least privilege', 'how to slice permission sets', 'permission set naming convention', 'permission set license restriction', 'PSG status Outdated', 'permissionset-meta.xml'. NOT for PSG muting mechanics and recalculation order — use admin/permission-set-group-composition. NOT for record-sharing model design — use admin/sharing-and-visibility. NOT for time-boxing an assignment — use admin/permission-set-expiration.

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 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 a report or dashboard is slow, timing out, hitting row limits, or consuming excessive system resources on large-volume objects — covers selective filter strategy, custom report type optimization, async report execution via Analytics API, dashboard refresh scheduling, and grouping/aggregation tuning. Triggers: 'report times out', 'report is slow', 'dashboard not refreshing', 'report row limit hit', 'too many report results'. NOT for CRM Analytics / Tableau CRM performance (separate skill). NOT for sharing-model or visibility issues causing missing rows (use admin/sharing-and-visibility). NOT for building or designing reports from scratch (use admin/reports-and-dashboards-fundamentals).

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。

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。

Tactical guidance for composing Permission Set Groups: layering permission sets, applying Mute Permission Sets to subtract narrow capabilities, sequencing the recalculation lifecycle, deletion order, and assignment-vs-activation lifecycle. Triggers: 'PSG composition', 'mute permission set', 'PSG recalculation', 'cannot delete permission set in PSG', 'PSG explosion', 'expired PSG assignment'. NOT for the strategic profile-vs-PSG choice or migrating off profiles - use admin/permission-set-architecture. NOT for record-sharing design (OWD, role hierarchy, sharing rules) - use admin/sharing-and-visibility.

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。