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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。

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。

Use when defining or refining the tone, voice, and behavioral personality of an Agentforce agent: system instruction encoding, brand voice alignment, adaptive response formats, multi-persona strategies. NOT for writing the actual conversational copy — utterances, fallback messages, escalation phrasing — use admin/agent-conversation-design. NOT for topic scope 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。

Use when designing how an Agentforce agent transfers the conversation to a human agent (Omni-Channel), to another bot/agent, or to an alternate workflow — including context package, deflection, escalation triggers, and user messaging. Triggers: 'agent to human handoff', 'agentforce escalate to omni channel', 'agent to agent handoff', 'transfer conversation with context', 'agent deflection fallback'. NOT for topic scope and selector design — use agentforce/agent-topic-design. NOT for the overall Einstein Bot plus Agentforce estate topology — use architect/conversational-ai-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。

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 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。

Requirements for a Salesforce Enterprise Territory Management (ETM) territory design: alignment criteria, coverage model selection, assignment rule logic, hierarchy depth and breadth, and user-to-territory ratios. Trigger keywords: territory design, territory alignment, territory model requirements, sales coverage model, territory criteria, geographic territory, named account territory, overlay territory. NOT for ETM setup steps — use admin/enterprise-territory-management. NOT for loading territory assignment data — use data/territory-data-alignment. Trigger keywords: territory design questionnaire, territory requirements document, assignment rule matrix, territory type priority, realignment plan, territory access level decision, accountAccessLevel, opportunityAccessLevel, ObjectTerritory2Association, UserTerritory2Association, Planning state model, territory acceptance tests.

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 Agentforce topic (renamed subagent in April 2026) structure, including topic boundaries, instruction quality, handoff rules, out-of-scope behavior, and topic-selector strategy. Triggers: 'agentforce subagents (formerly topics)', 'topic design', 'topic selector', 'agent scope boundary', 'handoff conditions'. NOT for restricting what the agent may do or say (topic Scope, action filters, abuse prevention) — use agentforce/agentforce-guardrails. NOT for the mechanics of transferring a live conversation out — Omni-Channel routing and the context package — use agentforce/agentforce-agent-handoff-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。

Design guidance for program outcome measurement in Salesforce nonprofit orgs: logic model structure, indicator taxonomy, impact reporting design, and grant compliance reporting using NPSP Program Management Module (PMM) or Nonprofit Cloud (NPC) Outcome Management. NOT for configuring PMM programs, cohorts and service deliveries - use admin/npsp-program-management. NOT for setting up grant tracking, funding awards and disbursements - use admin/grant-management-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。

Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams — one lane per actor, explicit decision points, parallel and exception/sad paths, and per-step automation-tier annotations that drive downstream build decisions. Trigger keywords: As-Is To-Be salesforce process, swim lane salesforce, business process map, automation candidate identification, sad path documentation, process actor mapping, manual residue. NOT for Opportunity stage and exit-criteria design — use admin/sales-process-mapping. NOT for picking Flow vs Apex for one requirement — use admin/process-automation-selection.

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 selecting the right Salesforce CPQ pricing model for a product line — the four native Pricing Methods (List, Cost Plus Markup, Block, Percent of Total) and Range vs Slab Discount Schedule types — before any configuration begins. Trigger keywords: CPQ pricing method, SBQQ__PricingMethod__c, Cost Plus Markup, Block Pricing design, Percent of Total design, discount schedule type, Range vs Slab discount, pricing model strategy, which CPQ pricing mechanism to use. NOT for configuring Price Rule objects — use admin/cpq-pricing-rules. NOT for pricing without CPQ — use admin/products-and-pricebooks.

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 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。

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。

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 maintaining the role hierarchy as a record-access mechanism. Trigger keywords: role hierarchy, manager cannot see subordinate records, grant access using hierarchies, role reparenting, portal role, how deep should the role hierarchy be, design the role hierarchy. NOT for territory models - use admin/enterprise-territory-management. NOT for rule-based grants - use admin/sharing-rules. NOT for the overall model - 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。

Use when planning, sequencing, or troubleshooting an org-wide migration from Salesforce Classic to Lightning Experience. Covers the LEX Transition Assistant Readiness Check, asset triage matrix (Visualforce, JavaScript buttons, page layouts, Knowledge, email templates, list views, AppExchange), pilot/wave rollout sequencing, end-user adoption telemetry, and cutover criteria. Triggers: 'lightning experience transition', 'classic to lightning migration plan', 'LEX readiness check', 'why are some users still on Classic', 'turning on Lightning for everyone'. NOT for individual asset migrations like a single VF page (use lwc/visualforce-to-lwc-migration), a single JavaScript button (use admin/custom-button-to-action-migration), or Knowledge article migration (use admin/knowledge-classic-to-lightning) — this skill orchestrates the program. NOT for Lightning App Builder page design (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。

Use this skill when configuring, applying, or troubleshooting NPSP Engagement Plans — the framework that automatically generates standard Salesforce Task records on a timed schedule to guide donor stewardship and constituent outreach. Trigger keywords: engagement plan, donor stewardship tasks, NPSP task automation, engagement template, major donor follow-up. NOT for designing the cultivation and stewardship stages — use admin/fundraising-process-mapping. NOT for recording and receipting gifts — use admin/gift-entry-and-processing.

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 gather, document, and validate OmniScript flow design requirements before development begins — covering screen layout requirements, branching logic, data source requirements, and user journey mapping. Trigger keywords: OmniScript requirements, OmniScript BA, OmniScript screen design, OmniScript user journey, OmniScript branching requirements. NOT for building the OmniScript or moving logic into an Integration Procedure — use omnistudio/omniscript-design-patterns. NOT for FlexCard requirements — use admin/flexcard-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 when configuring MCAE (Account Engagement / Pardot) lead scoring models, grading profiles, score decay rules, or automation rules that fire on score/grade thresholds. Covers: scoring point values per activity, score decay for inactivity, Profiles for fit grading, combined MQL definitions (Score + Grade), and automation rules vs completion actions. NOT for defining the MQL model before build — use admin/lead-scoring-requirements. NOT for Engagement Studio nurture programs — use admin/lead-nurture-journey-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 creating a new Salesforce custom object: naming the object and setting its API name, selecting optional features (Activities, Chatter, History Tracking), choosing an org-wide default sharing model, and creating a tab. Triggers: 'create a custom object', 'new custom object setup', 'what sharing model should I choose', 'how do I create a tab for my object', 'object features like activities and history tracking'. NOT for designing the fields on the object - use admin/custom-field-creation. NOT for sharing rules or role hierarchy configuration - use admin/sharing-and-visibility. NOT for lookup-vs-master-detail and junction design - use data/data-model-design-patterns. More triggers: 'custom object records not showing in search', 'sharing model greyed out on my object', 'auto number restarted at 1 after deploy', 'cannot create a queue for my custom object', 'CustomObject deploy failed enableBulkApi', 'field history tracking shows no rows'.

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 customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management decomposition, and utility service request workflows. Trigger keywords: FNOL process design, claims OmniScript customization, Industries order decomposition workflow, utility service order design, insurance claim lifecycle stages, telecom commercial-to-technical order flow. NOT for the Industries object model — use architect/industries-data-model. NOT for Insurance Cloud licensing and policy architecture — use architect/insurance-cloud-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。

Use this skill when designing lead nurture journeys in MCAE (Account Engagement / Pardot) Engagement Studio — mapping content to funnel stages (Awareness, Consideration, Decision), behavioral trigger rules, branching program paths, and MQL handoff criteria to Sales. NOT for building a journey in Marketing Cloud Journey Builder — use admin/journey-builder-administration. NOT for the scoring and grading model behind MQL — use admin/mcae-lead-scoring-and-grading.

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 HIPAA-compliant workflow requirements for Health Cloud: minimum necessary access design, audit trail requirements mapping, access control patterns, and BAA dependency identification. NOT for org-level HIPAA architecture or Shield encryption configuration — use architect/hipaa-compliance-architecture. NOT for care team and SDOH process 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。