Use when configuring or troubleshooting the B2B/B2C Commerce product catalog — ProductCatalog, ProductCategory, ProductCategoryProduct, WebStoreCatalog, CommerceEntitlementPolicy, product attributes, and product variants. Trigger keywords: product catalog, product category, commerce catalog, entitlement policy, product variants, product attributes, catalog visibility. NOT for taxonomy, attribute strategy or category navigation design — use admin/commerce-catalog-strategy. NOT for search ranking, facets or index rebuilds — use apex/commerce-search-customization. NOT for CPQ catalogs.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Design the engagement model for an Experience Cloud community: reputation levels, ideation, and content contribution strategy. Triggers: 'community engagement strategy', 'gamification Experience Cloud', 'reputation levels setup', 'ideation community portal', 'member recognition program'. NOT for blocking, flagging or approving what members post — use admin/experience-cloud-moderation. NOT for measuring logins, page views or engagement after launch — use data/community-analytics-data. Also covers: the Network reputation elements that carry the ladder (enableReputation, reputationLevels/level/label/lowerThreshold, reputationPointsRules/pointsRule/eventType/points), the 16 documented reputation eventType values and their default points, ManagedTopics / ManagedTopic (Navigational vs Featured, position 0-24), NetworkMember.ReputationPoints seeding, and why FeedItem cannot carry the engagement dashboard.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Use when designing or troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating branded PDFs, or handling multi-language output. Triggers: 'CPQ quote template', 'SBQQ template', 'CPQ PDF', 'line columns', 'quote template sections', 'conditional section', 'CPQ quote document'. NOT for standard non-CPQ quote templates in Setup — use admin/quotes-and-quote-templates. NOT for a Visualforce-built quote PDF — use apex/quote-pdf-customization.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection workflows, AML screening integration setup, audit trail configuration, and regulatory reporting readiness. Triggers: KYC form setup, AML integration configuration, compliance data collection, audit trail setup, regulatory documentation workflow, Field Audit Trail configuration, Setup Audit Trail, Event Monitoring, Discovery Framework, FSC KYC objects, Identity Document setup, Party Identity Verification. NOT for security implementation, NOT for designing AML/KYC architecture (use architect/aml-kyc-process-architecture), NOT for configuring who can access deal or client data (use admin/compliant-data-sharing-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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Use when enabling Data Cloud (Data 360) in an org, creating data spaces, assigning permission sets, registering ingestion API sources, or configuring activation targets. Triggers: 'enable data cloud', 'data spaces setup', 'data cloud permission sets', 'ingestion API connected app', 'activation target setup', 'data cloud licensing', 'dedicated home org vs existing org'. NOT for data streams or DLO-to-DMO mapping — use data/data-cloud-data-streams. NOT for identity resolution rulesets — use admin/data-cloud-identity-resolution.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Use this skill when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint, welcome journey, intake process design. NOT for configuring the Action Plan template itself — use admin/fsc-action-plans. NOT for OmniScript screen and branching requirements — use admin/omniscript-flow-design-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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Use when designing Custom Notification Types that fire via Flow, Apex, or Process Builder to Lightning bell, desktop, mobile (push), and Slack. Covers channel enablement, targeting, deliverability, consent, and anti-spam discipline. NOT for actually sending one from Flow or Apex, or the recipient limit — use admin/custom-notification-types. NOT for email templates and alerts — 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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding the Financial Deal Participants related list, and defining Participant Roles. Trigger keywords: ethical walls, compliant data sharing setup, FSC sharing model, isolate banking teams, participant roles. NOT for participant record DML from Apex — use apex/fsc-compliant-sharing-api. NOT for the FSC sharing design decision — use architect/fsc-architecture-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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions. NOT for creating a new custom field — use admin/custom-field-creation. NOT for formula syntax and functions — use admin/formula-fields. Trigger keywords: BillingAddress, MailingAddress, ShippingAddress, StateCode, CountryCode, GeocodeAccuracy, Location field type, displayLocationInDecimal, __Latitude__s, __Longitude__s, DISTANCE, GEOLOCATION, Custom Address Fields, AddressSettings, System.Address, System.Location, Person Account name.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Create, design, and maintain Calculated Insights in Data Cloud: SQL authoring, dimension and measure definition, scheduling, streaming insights. Trigger keywords: calculated insight, CI SQL, insight measure, insight dimension, streaming insight, insight schedule, Data Cloud metric, insight refresh. NOT for segment filters, audiences and activation - use admin/data-cloud-segmentation. NOT for ingestion, DLO to DMO mapping and identity resolution - use data/data-cloud-data-streams.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Migrating Classic Custom Buttons (Detail Page Buttons, List Buttons, Mass Action Buttons) and JavaScript Buttons to Lightning Quick Actions, Screen Flow Actions, LWC Quick Actions, and headless Quick Actions. Covers JavaScript-button-to-action translation patterns (sforce.apex.execute → Apex action, navigation alerts → toast events, MassAction.update → record-collection processing), URL button translation, and the irreversible loss of Classic JavaScript button capability in Lightning. NOT for new Quick Action design (use admin/global-actions-and-quick-actions) or Lightning record page composition (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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Migrating Classic email templates (Text, HTML with Letterhead, Custom HTML, Visualforce email) to Lightning Email Templates (LET) and the Email Template Builder. Covers merge-field translation, Letterhead-to-Enhanced-Letterhead conversion, Visualforce email retention strategy, folder reorganization, sender-context (OrgWideEmailAddress) preservation, and downstream Email Alert / Process Builder / Flow rewiring. NOT for transactional Apex email sending (use apex/apex-outbound-email-patterns) or marketing email broadcasts (use Marketing Cloud / Account Engagement).
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Use when gathering or evaluating requirements for a Salesforce Commerce Cloud digital storefront — branding strategy, content management approach, personalization, mobile experience, and accessibility compliance. Trigger keywords: SFRA branding, PWA Kit storefront, composable storefront, storefront accessibility, WCAG Commerce Cloud, overlay cartridge branding, mobile storefront, storefront personalization, content slots. NOT for building the site in Business Manager — use admin/b2c-commerce-store-setup. NOT for SCAPI design, Managed Runtime and caching strategy — use architect/headless-commerce-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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management, upgrade paths, lapsed donor re-engagement, and portfolio segmentation. NOT for mapping the Opportunity sales processes and stage picklists — use admin/fundraising-process-mapping. NOT for stewardship task automation — 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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Use when designing deployable Salesforce configuration with Custom Metadata Types, especially when choosing between CMTs, Custom Settings, and Custom Objects, protecting packaged defaults, or exposing config to Apex, Flow, and formulas. Triggers: 'custom metadata vs custom settings', 'deployable config', 'protected custom metadata', 'feature flags in Salesforce'. NOT for hierarchical Custom Settings resolution, getInstance/getValues, or their SOQL cost — use admin/custom-metadata-types-and-settings. NOT for high-churn transactional or user-managed business records — use admin/object-creation-and-design. NOT for secrets — use integration/named-credentials-setup. More trigger keywords: __mdt, CustomMetadata .md file, customMetadata folder, getInstance, getAll, xsi:type, visibility PackageProtected, MetadataRelationship, EntityDefinition field, $CustomMetadata.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Use when admins are reducing Chatter signal-to-noise across an org — covers org-level Chatter Email Settings, per-user Email Settings preferences, group-level email digest frequency (Daily / Weekly / Every post / Never), bell-icon Custom Notifications vs Chatter feed-post tradeoffs, automated-feed suppression on record types via Feed Tracking config, and the Chatter Settings org defaults that control whether new users start with everything-on. Triggers: 'chatter feed full of automated posts nobody reads', 'users complain about chatter email volume', 'turn off chatter notifications for a specific group', 'change default chatter digest frequency', 'stop process builder posts from filling the feed', 'NotificationFrequency invalid value', 'ChatterEmailsMD.settings will not deploy', 'custom notification recipient limit'. NOT for Custom Notifications API design (use apex/apex-custom-notifications-from-apex), NOT for Connect API / Chatter REST API integration patterns (use apex/apex-connect-api-chatter), NOT for Chatter group lifecycle, archiving, ownership and unlisted-group governance (use admin/chatter-group-governance).
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Author the Salesforce Configuration Workbook — the structured, reviewable handoff document an admin uses to execute a feature across Objects/Fields, Page Layouts, Profiles/PSGs, Sharing, Validation, Automation, List Views, Reports, Integrations, and Data. Triggers: 'salesforce configuration workbook', 'admin handoff document', 'implementation workbook'. NOT for object design itself (use admin/custom-field-creation, admin/lookup-and-relationship-design, agents/object-designer/AGENT.md), NOT for permission set design (use admin/permission-set-architecture, agents/permission-set-architect/AGENT.md), NOT for Flow construction (use skills/flow/* and agents/flow-builder/AGENT.md), and NOT for the deployment manifest (use skills/devops/metadata-api-retrieve-deploy). More triggers: workbook row schema, recommended_agent, recommended_skills, row_id, source_req_id, RTM linkage block, not-in-scope-this-release, descope ledger, version-lock the workbook, check_workbook.py.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Troubleshooting Connected App OAuth flows — IP relaxation vs IP restriction, refresh token policy traps (default kills the connection on first refresh), session-revocation semantics, the OAuth error-code catalog (`invalid_grant`, `invalid_client_id`, `unsupported_grant_type`), per-user vs admin-pre-approved flows, and the user-policy check (Connected App must be assigned to the user via profile / permset). Covers the Login History debug trail. NOT for designing the OAuth flow itself — use integration/oauth-flows-and-connected-apps. NOT for a SAML / SSO login failure — use security/sso-saml-troubleshooting. Trigger keywords: 'invalid_grant', 'OAUTH_APP_BLOCKED', 'redirect_uri_mismatch', 'LoginHistory Status', 'LoginSubType', 'OauthRefreshToken', 'ForwardedForIp', 'SetupAuditTrail connected app', 'refreshTokenPolicy zero', 'isSecretRequiredForRefreshToken', 'works once then fails', 'diagnosis record'.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Use when designing, reviewing, or troubleshooting Salesforce connected apps, External Client Apps, Named Credentials, External Credentials, and OAuth-based integration access. Triggers: 'connected app', 'OAuth flow', 'client credentials', 'JWT bearer', 'Named Credential', 'External Credential', 'integration user', 'IP restrictions', 'connectedApp-meta.xml', 'ExternalClientApplication', 'ExtlClntAppOauthSettings', 'isAdminApproved', 'refreshTokenPolicy', 'ipRelaxation', 'consumer key', 'consumer secret', 'permittedUsersPolicyType'. NOT for OAuth error codes you are already seeing — use admin/connected-app-troubleshooting. NOT for External Credential principal-type setup steps — use integration/named-credentials-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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Router for the 106 SfSkills `architect` skill packages. Solution and platform architecture: multi-org strategy, scalability limits, licensing, Well-Architected reviews and architecture decision records. Use when the request mentions architecture, solution design, ADR, Well-Architected, scalability, large data volume, multi-org, licensing, tenant isolation, HA/DR, technical debt. Finds and opens the exact skill package to read; it does not contain the guidance itself.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Use when monitoring, diagnosing, or managing Batch Apex, Scheduled Apex, Queueable, and Flow scheduled jobs: Setup > Apex Jobs, AsyncApexJob queries, concurrent limits, failure detection, and notification patterns. NOT for writing the Batch or Schedulable class itself — use apex/batch-apex-patterns or apex/apex-scheduled-jobs. NOT for BatchApexErrorEvent alerting in code — use apex/scheduled-apex-failure-detection-and-monitoring. Trigger keywords: Setup > Scheduled Jobs, Apex Flex Queue, CronTrigger, CronJobDetail, FlowInterview, System.abortJob, System.schedule, CRON expression, Holding status, BLOCKED state, reschedule after sandbox refresh, scheduled job 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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Router for the 70 SfSkills `devops` skill packages. Salesforce delivery: source tracking, packaging, branching, CI/CD pipelines, environment strategy and deployment troubleshooting. Use when the request mentions deploy, deployment, sfdx, sf CLI, scratch org, sandbox, unlocked package, change set, CI/CD, GitHub Actions, release, rollback, source tracking. Finds and opens the exact skill package to read; it does not contain the guidance itself.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新