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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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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.

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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.

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Use this skill when building, reviewing, or refreshing a RACI (Responsible / Accountable / Consulted / Informed) matrix for a Salesforce project so that every Salesforce-specific decision — data model change, automation tier choice, security model, integration boundary, deployment, license/edition — has exactly one accountable owner and a documented escalation path that downstream agents can route to. Trigger keywords: RACI matrix salesforce project, stakeholder authority salesforce, escalation path salesforce decisions, who approves data model change, salesforce decision rights, REFUSAL_NEEDS_HUMAN_REVIEW routing. NOT for the change advisory board operating model itself (use admin/change-management-and-deployment). NOT for end-user training rollout plans (use admin/change-management-and-training). NOT for the technical mechanics of permission set assignment authority (use admin/permission-set-architecture). NOT for pure stakeholder requirements elicitation (use admin/requirements-gathering-for-sf). More trigger keywords: who approves a sandbox refresh, who signs off a data load, release update activation owner, delegated admin authority vs RACI, multi-org decision rights, escalation time-box.

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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.

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Use when practitioners need to understand system-managed fields (CreatedDate, LastModifiedDate, SystemModstamp, CreatedById, LastModifiedById, IsDeleted) — their update behavior, indexing, and queryability. Triggers: 'difference between SystemModstamp and LastModifiedDate', 'how to query deleted records', 'set CreatedDate during data migration', 'why does LastModifiedDate not match SystemModstamp', 'Create Audit Fields permission'. NOT for a field's value-change history — use data/field-history-tracking. NOT for Shield Field Audit Trail — use security/field-audit-trail.

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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.

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Use this skill to create, deactivate, freeze, or manage Salesforce users, assign user licenses and feature licenses, configure profiles and roles, set login hours and IP restrictions, and set up delegated administration. Triggers: 'add a new user in Salesforce', 'create a user and assign a licence', adding a new user, deactivating a departing employee, license assignment, freezing a user account, delegated admin setup. NOT for designing the permission set / PSG model — use admin/permission-set-architecture. NOT for who can see which records — use admin/sharing-and-visibility. Also covers: bulk user loads by CSV, Bulk API 2.0 upsert on Username, the UserLogin freeze object, licence and permission-set-licence reclamation, Role metadata deployment, and the offboarding checklist as SOQL.

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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.

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Use when creating, configuring, auditing, or troubleshooting an Agentforce agent end-to-end: agent definition, agent user setup, channel assignment, system instructions, activation, and lifecycle management. Triggers: 'create agentforce agent', 'agent not appearing to users', 'how to activate agent', 'agent channel setup', 'agent lifecycle', 'deploy agent to production'. NOT for designing what the agent can DO — an agent that looks up an order, checks a case, or creates a record is action design, use agentforce/agent-actions. NOT for topic boundary design — use agentforce/agent-topic-design.

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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).

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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 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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Configuring User Access Policies (UAP) to automatically assign or revoke permission sets and permission set groups based on user attributes. Use when automating permission provisioning on user create/update without Apex triggers. Covers policy configuration, filter criteria, evaluation order, and PSL assignment. Also covers booleanFilter OR logic, the `in` operator for multi-value filters, the `order` tiebreak between competing policies, actions incl. permission set / permission set group / permission set licence / package licence / queue / public group grant and revoke, the UserAccessChange audit object, and deploying the UserAccessPolicy metadata type. NOT for permission set design — use admin/permission-set-architecture. NOT for delegated user admin — use admin/delegated-administration.

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Author and run offline evals for Agentforce agents: fixture format, scoring rubrics, hallucination checks, regression baselines, CI integration, prompt-change safety. Trigger keywords: agent eval, hallucination, doesn't hallucinate, agentforce offline evals, rubric for agent response. NOT for deciding which layers of testing the agent needs — use agentforce/agentforce-testing-strategy. NOT for Testing Center, AiEvaluationDefinition or sf agent test runs — use agentforce/agent-testing-and-evaluation.

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Guidance on non-obvious runtime behaviors of Salesforce standard objects — polymorphic lookups, lead conversion field loss, PersonAccount dual-nature, CaseComment trigger isolation, and Activity date fields. Also covers which trigger actually fires for a person account, the either/or Event duration contract, the Closed status category behind Task.CompletedDateTime, the 3-record merge cap and its single delete + single update trigger events, and the CaseComment post-insert write lock. Trigger keywords: person account trigger not firing, Contact trigger person account, Event required field EndDateTime, DurationInMinutes, CompletedDateTime null, merge MasterRecordId, CaseComment cannot be edited, IsNotificationSelected null, lead conversion triggers disabled. NOT for the Activity object model — use admin/activity-and-task-patterns. NOT for writing TYPEOF queries — use apex/apex-polymorphic-soql.

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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).

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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.

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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.

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Design Invocable Apex actions that return deterministic, agent-friendly errors instead of surfacing raw exceptions to the LLM. NOT for authoring the action itself — @InvocableMethod schema, labels, security context — use agentforce/custom-agent-actions-apex. NOT for the Apex tests that force each error branch — use agentforce/agent-action-unit-tests.

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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.

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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.

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Use when designing or reasoning about an Agentforce Grid worksheet — the spreadsheet-like Agentforce workspace where rows are jobs and columns are sequential Data / AI / Action steps that process left to right — to run bulk record updates, generate insights, or test multi-turn AI conversations over CRM or Data Cloud (Data 360) data without Apex or Flow. Trigger keywords: Agentforce Grid, workbook, worksheet, grid column, data column, AI column, action column, bulk AI update, Flex Credits per row, metered compute. NOT for building the agent, its topics, or its actions themselves (use agentforce/* action and topic skills), NOT for single-record prompt design (use the prompt-builder skills), NOT for deployable metadata/Apex (Grid is a no-code Studio tool, not a metadata type), and NOT for AI governance/ethics policy (use admin/ai-ethics-and-governance-requirements).

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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.

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。