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Configure Dynamic Forms (field and section visibility on Lightning record pages) and Dynamic Actions (button and action visibility rules) in Lightning App Builder — enabling Dynamic Forms, converting page layout fields with the Upgrade Now wizard, writing field visibility rules (field value, profile, permission, record type, device), and controlling action bar visibility. NOT for page layout design or record type assignment — use admin/record-types-and-page-layouts. NOT for a full layout-to-Dynamic-Forms migration across record types or profiles — use admin/dynamic-forms-migration. Keywords: flexipage, fieldInstance, fieldItem, uiBehavior, visibilityRule, booleanFilter, UiFormulaCriterion, actionOverrides, profileActionOverrides, page activation, org default page, App Builder Upgrade Now.

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 or troubleshooting FSC Referral Management: setting up referral types via ReferralRecordTypeMapping custom metadata, routing referrals through Lead Assignment Rules keyed on the Expressed Interest picklist, tracking Referrer Score, and partner referral visibility in Experience Cloud. Trigger keywords: referral routing, FSC referral types, ReferralRecordTypeMapping, Expressed Interest picklist, partner referral Contact, Referrer Score Experience Cloud. NOT for clinical referrals in Health Cloud — use admin/referral-management-health. NOT for standard Lead capture and conversion outside FSC — use admin/lead-management-and-conversion.

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 Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up financial account roles Financial Services Cloud, FSC household balance rollup not working, add holdings to financial account, FinancialAccountType picklist setup, FSC brokerage or retirement account configuration. NOT for household group setup and rollup scheduling — use admin/household-model-configuration. NOT for the FinServ object graph and SOQL — use data/fsc-data-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 deciding whether Salesforce Reports, CRM Analytics, or Tableau is the right level of analytics tooling, and when reviewing or troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for a detailed CRM Analytics vs Tableau licensing and platform comparison — use architect/crm-analytics-vs-tableau-decision. NOT for building the app, lenses and datasets — use admin/crm-analytics-app-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。

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 this skill when designing, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence, onboarding checklist, review prep tasks. NOT for designing the onboarding process itself — use admin/client-onboarding-design. NOT for Health Cloud care plan templates — use admin/care-plan-configuration.

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 email templates, email alerts, and declarative notification design. Triggers: 'Lightning Email Template', 'email alert', 'merge field', 'org-wide email', 'too many emails', 'mass email limit'. NOT for migrating Classic templates to Lightning — use admin/classic-email-template-migration. NOT for sending email from Apex — use apex/apex-outbound-email-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 when designing, reviewing, or troubleshooting Salesforce formula fields. Triggers: 'formula field', 'cross-object formula', 'null handling', 'compile size', 'HYPERLINK', 'IMAGE', 'why is formula slow', 'formulaTreatBlanksAs', 'BlankAsZero', 'blank field handling', 'field-meta.xml formula', 'CustomField formula deploy', 'formula returns blank', 'formula field read-only on data load'. NOT for a formula field slowing a SOQL query or blocking an index — use apex/formula-field-performance-and-limits. NOT for Formula resources inside a Flow — use flow/flow-formula-and-expression-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。

Flow Orchestration admin: stage configuration, step assignment, background steps, interactive steps, evaluation flows, work items, pause/resume. NOT for approval routing a standard approval process would handle — use admin/approval-processes.

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 debugging Salesforce Flows from an Admin perspective. Triggers: 'flow', 'automation', 'record-triggered flow', 'screen flow', 'scheduled flow', 'flow error', 'flow interview', 'before-save vs after-save', 'flow deployed as draft', 'entry criteria', 'fault connector', 'flow-meta.xml', 'FlowDefinitionView'. NOT for Flow debug mode, Run As user, or Flow test suites — use flow/flow-debugging. NOT for building an OmniStudio OmniScript — use omnistudio/omniscript-design-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 configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow, Discovery Framework, Revenue Insights. NOT for wealth management process discovery — use admin/wealth-management-requirements. NOT for Action Plan template mechanics — use admin/fsc-action-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。

Use when scoring a list of business or solution requirements against the *actual* capabilities of a specific Salesforce org so each row can be classified Standard / Configuration / Low-Code / Custom / Unfit, given an effort tier (S/M/L/XL), a risk tag, and an AppExchange suggestion when applicable. Trigger keywords: fit gap salesforce requirements, score requirements against salesforce capabilities, salesforce capability matrix, classify requirement as standard config custom, fit-gap effort tier, AppExchange alternative for requirement. NOT for requirements elicitation (use admin/requirements-gathering-for-sf). NOT for architecture decisions on the GAP rows (use architect/solution-design-patterns and standards/decision-trees/). NOT for license or edition selection (use architect/license-optimization-strategy and architect/org-edition-and-feature-licensing). NOT for OmniStudio-specific fit-gap (use architect/omnistudio-vs-standard-decision).

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。

Migrating standard Lightning Record Page layouts (Page Layouts on the Record Detail component) to Dynamic Forms — converting fields and sections to component-level placement, replacing record-type-driven layouts with field-visibility filters, retaining or replacing Quick Action layouts, planning custom-object vs standard-object rollout, and verifying field-level security and Reading View parity. NOT for Dynamic Forms initial setup (use admin/dynamic-forms-and-actions) or Lightning Record Page design from scratch (use admin/lightning-app-builder-advanced).

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 this skill to design, configure, and troubleshoot Salesforce Entitlement Management on Cases: entitlement processes, milestone definitions, recurrence types, milestone actions (success/warning/violation), business hours assignment, and entitlement templates. Covers the deployable EntitlementProcess / MilestoneType / EntitlementTemplate / EntitlementSettings metadata, signed timeLength time triggers, recurrenceType semantics, process versioning, and how a milestone actually completes. Trigger keywords: entitlement process, milestone, SLA timer, milestone tracker, first response SLA, time trigger, recursChained, CaseMilestone, EntitlementId, SlaProcess, stopped clock. NOT for SLA milestones on Field Service work orders — use admin/fsl-sla-configuration-requirements. NOT for time-based case escalation rules — use admin/escalation-rules. NOT for the business-hours 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。

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 configuring or troubleshooting Salesforce Enterprise Territory Management (ETM): territory models, territory types, territory hierarchies, account assignment rules, opportunity territory assignment, and forecast by territory. Trigger keywords: territory model, territory hierarchy, ETM, assign accounts to territories, territory forecast, territory activation. NOT for choosing the coverage model first — use admin/territory-design-requirements. NOT for role hierarchy — use admin/sharing-and-visibility. NOT for Field Service ServiceTerritory — use admin/fsl-service-territory-setup. Trigger keywords: Territory2, Territory2Model, Territory2Rule, territory2Model-meta.xml, ObjectTerritory2Association, UserTerritory2Association, territory assignment rule, run assignment rules, territory access level, Manage Territories permission.

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 operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows. NOT for a one-time migration of historical gift data — use data/gift-history-import. NOT for soft credits or matching gifts — use admin/soft-credits-and-matching.

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。

Specify a FlexCard before a developer opens Card Designer: the card-state set and the condition that selects each state, the data source type behind each card (DataRaptor, Integration Procedure, Apex remote, SOQL), the action menu users get (navigate, launch OmniScript, Apex, DataRaptor), and every embedded child FlexCard or custom LWC. Produces the artifacts a BA hands to the builder. Trigger keywords: FlexCard requirements, FlexCard BA, FlexCard layout design, FlexCard data sources, FlexCard actions, FlexCard card states, OmniStudio FlexCard scoping. NOT for building the card in Card Designer, NOT for OmniScript step and branching requirements (use admin/omniscript-flow-design-requirements), NOT for standard Lightning record-page component 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 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。

Set up, configure or troubleshoot Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, pipeline inspection integration. Trigger keywords: forecast type, forecast category, cumulative rollup, individual rollup, quota, forecast adjustment, forecast hierarchy, opportunity splits forecasting, pipeline forecast. NOT for configuring the opportunity stages, sales processes or split types themselves — use admin/opportunity-management. NOT for territory-based forecasting setup — use admin/enterprise-territory-management. NOT for Classic/Customizable Forecasting.

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 pricebooks, tiered pricing, promotions, coupon codes, and cart discounts for B2B or D2C Commerce stores. Trigger keywords: WebStorePricebook, BuyerGroupPricebook, PriceAdjustmentSchedule, PromotionsCartCalculator, commerce coupon, cart-level discount, tiered price, Commerce promotion. NOT for Sales Cloud pricebooks and PricebookEntry - use admin/products-and-pricebooks. NOT for CPQ quote pricing and discount schedules - use admin/cpq-pricing-rules.

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。