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Use this skill when building or maintaining a Requirements Traceability Matrix (RTM) on a Salesforce project: one row per requirement, columns for source, user-story id(s), test-case id(s), defect id(s), sprint, release, and status. Covers forward traceability (req → story → code → test) and backward traceability (test → req). Trigger keywords: RTM, requirements traceability matrix, audit trail for salesforce delivery, traceability for steerco, deferred requirement tracking, regulatory traceability. NOT for eliciting the requirements in the first place — use admin/requirements-gathering-for-sf. NOT for user-story authoring — use admin/user-story-writing-for-salesforce. NOT for UAT test design — use admin/uat-test-case-design. NOT for Apex test design — use apex/test-class-standards. NOT for backlog prioritization — use admin/moscow-prioritization-for-sf-backlog. More triggers: traceability.md, build-layer traceability, REQ-XXX and FG-XXX id mapping, artefact-to-requirement orphan report, coverage-gap report, check_rtm.py --manifest-dir, owning run-time agent column, design decision ref column, metadata API name in a traceability row.

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 configuring standard Salesforce Quotes, building quote templates for PDF generation, emailing quotes, syncing quotes to opportunity products, or setting up discount approvals on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items', 'QuoteSettings', 'enableQuote', 'QuoteStatus', 'allowEmail', 'SyncedQuoteId', 'IsSyncing', 'QuoteLineItem', 'QuoteDocument', 'GrandTotal', 'Pricebook2Id'. NOT for CPQ (SBQQ) quote templates — use admin/cpq-quote-templates. NOT for the end-to-end quote-to-cash process — use admin/quote-to-cash-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。

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。

Configure and troubleshoot Salesforce Billing revenue recognition rules, schedules, and GL transaction generation under ASC 606. Triggers: 'revenue schedule not generated after order activation', 'blng__RevenueSchedule__c missing', 'blng__RevenueRecognitionRule__c on a product', 'Finance Periods not set up', 'performance obligation allocation for bundled products', 'distribution method', 'ASC 606 in Salesforce Billing'. NOT for billing schedules, invoice plans and invoice runs - use admin/billing-schedule-setup. NOT for invoice-to-payment mismatches at month-end close - use data/billing-data-reconciliation.

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 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, auditing, or simplifying Record Types and Page Layouts. Triggers: 'record type', 'page layout', 'different picklist values', 'different fields per team', 'dynamic forms', 'business process', 'recordTypeVisibilities', 'layoutAssignments', 'record type deploy failed', 'businessProcess required', 'layout assignment matrix'. NOT for layout explosion across many profiles — use admin/record-type-strategy-at-scale. NOT for sharing rules — use admin/sharing-and-visibility. NOT for FLS — use admin/permission-sets-vs-profiles.

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 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 narrowing access that sharing already granted. Trigger keywords: restriction rule, recordFilter, userCriteria, RestrictionRule metadata, hide records, restrict visibility. NOT for list-view scope only - use admin/scoping-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 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。

Eliciting and documenting a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules. Trigger keywords: sales process design, stage discovery, entry criteria, exit criteria, stage gate, win/loss categorisation, sales methodology, pipeline stages, opportunity stage mapping, stage ladder, probability ladder, forecast category mapping, required fields per stage, stage swim lane, discovery workshop, handoff brief. NOT for configuring OpportunityStage, Sales Processes or Path in Setup — use admin/opportunity-management. NOT for cross-functional swim-lane maps — use admin/process-flow-as-is-to-be.

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。

Rebate Management setup: rebate types, payout calculations, accruals, partner rebates, program setup, compliance reporting. NOT for Sales Agreements or channel revenue management — use integration/manufacturing-cloud-setup. NOT for CPQ discounts on quotes — 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。

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。

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。

Configuring Salesforce lead management and conversion in Setup: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes. Trigger keywords: web-to-lead, lead conversion, lead field mapping, lead settings, lead process, lead queue, lead auto-response. NOT for Apex that controls what conversion creates - use apex/lead-conversion-customization. NOT for lead assignment rule logic - use admin/assignment-rules. NOT for duplicate rule configuration - use admin/duplicate-management. Also covers: LeadConvertSettings objectMapping XML, LeadConfigSettings, LeadStatus StandardValueSet converted flag, lead process BusinessProcess, Database.convertLead bulk conversion limits.

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 select the right Salesforce integration pattern — from point-to-point to event-driven to hub-and-spoke — by applying the official Salesforce two-axis decision framework (integration type × timing) to a business integration scenario. Trigger keywords: integration pattern decision, choose integration approach, Salesforce integration architecture, when to use platform events vs API, integration type selection. NOT for implementation of any specific integration pattern (use domain-specific integration skills), MuleSoft architecture (use architect/mulesoft-anypoint-architecture), or middleware vendor selection. More triggers: integration decision record, Bulk API vs REST for a nightly load, external Id upsert, Named Credential vs Remote Site Setting, platform event vs CDC, who calls whom.

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 Marketing Cloud Connect (MC Connect) — the managed package that links a Salesforce org to a Marketing Cloud account. Covers connector user setup, synchronized data sources, scope configuration, tracking sync, and triggered sends. NOT for MCAE/Pardot connector setup — use admin/mcae-pardot-setup. NOT for synced data extension failures — use data/marketing-cloud-data-sync.

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 Classic Knowledge (KnowledgeArticleVersion / Article Types) to Lightning Knowledge (Knowledge__kav with record types): article-type-to-record-type mapping, multi-language translation preservation, data category re-architecture, file attachment porting, version and publication-state retention, channel visibility translation, and downstream Case Feed / Community / Bot rewiring. NOT for new Lightning Knowledge setup or editorial publishing workflow design (use admin/knowledge-base-administration).

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 list views, compact layouts, highlights panels, and search-result presentation so users can scan, find, and act on records quickly across desktop and mobile. Covers the deployable ListView, CompactLayout, SearchLayouts and ProfileSearchLayouts metadata: filterScope, booleanFilter, sharedTo, compactLayoutAssignment, and the package.xml shapes for each. Triggers: 'too many list views', 'compact layout not showing the right fields', 'search layouts vs list views', 'mobile highlights panel', 'list view missing after sandbox refresh', 'deploy a list view between orgs', 'list view column deployed blank', 'compact layout deploy failed', 'compact layout was named in package.xml but was not found in zipped directory'. NOT for page layouts or record types — use admin/record-types-and-page-layouts. NOT for Dynamic Forms — use admin/dynamic-forms-and-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。

Media Cloud setup for advertising sales management, audience segmentation, campaign management, revenue management, and cross-channel ad products. NOT for Marketing Cloud setup — use admin/marketing-cloud-engagement-setup. NOT for Data Cloud segments — use admin/data-cloud-segmentation.

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 a Lightning record page in App Builder or when the page users see is not the one you assigned. Trigger keywords: configure lightning record page, lightning app builder, flexipage, record page assignment, org default vs app default, activate lightning page. NOT for page speed - use admin/lightning-page-performance-tuning. NOT for page layout to Dynamic Forms migration - use admin/dynamic-forms-migration. NOT for related list columns - use admin/related-list-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。