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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。

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。

Use this skill when defining clinical data model requirements for Health Cloud: HL7/FHIR data mapping, interoperability requirements, FHIR R4-aligned object activation, CodeableConcept constraints, and middleware translation requirements. NOT for the field-level mapping work itself — use data/fhir-data-mapping. NOT for choosing legacy HC24__ EHR objects vs standard clinical objects — use data/health-cloud-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。

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。

Use this skill when designing a product catalog taxonomy, planning attribute strategy, or determining search and navigation structure for a B2B or B2C/D2C Commerce store. Triggers on: taxonomy design questions, attribute planning, search index strategy, category navigation structure, or merchandising hierarchy decisions. NOT for wiring the catalog itself — WebStoreCatalog, entitlement policies, product assignment — use admin/commerce-product-catalog. NOT for configuring searchable or facetable attributes, sort rules and index rebuilds — use apex/commerce-search-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。

Use this skill when configuring Salesforce B2B or D2C Commerce checkout: payment methods, shipping/tax integration, guest checkout, order summary setup, and CartCheckoutSession state orchestration. Trigger keywords: checkout flow, payment adapter, shipping tax integration, guest checkout, order summary, CartCheckoutSession, Managed Checkout, Commerce checkout flow. NOT for deciding the checkout design before build (LWR vs Aura) — use admin/commerce-checkout-flow-design. NOT for writing the CommercePayments adapter class — use apex/commerce-payment-integration.

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 the checkout experience for a Salesforce B2B or D2C Commerce storefront — covering runtime model selection (LWR Managed Checkout vs Aura Flow Builder), cart and line-item requirements, payment option scoping, shipping rule definition, and guest vs. registered buyer experience design. Trigger keywords: checkout flow design, checkout UX requirements, LWR vs Aura checkout, guest checkout design, payment options design, shipping rules, checkout experience planning. NOT for configuring the checkout in Setup once designed — use admin/commerce-checkout-configuration. NOT for choosing B2B vs D2C Commerce — use admin/b2b-vs-b2c-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 for Salesforce Order Management (OMS) tasks: order lifecycle, OrderSummary creation and status, FulfillmentOrder creation and routing, returns, exchanges, cancellations, and platform event subscriptions. Trigger keywords: order management, OrderSummary, FulfillmentOrder, ReturnOrder, ensure-funds, ensure-refunds, submit-cancel, submit-return, adjust-item-submit. NOT for split-order routing or Omnichannel Inventory design — use architect/order-management-architecture. NOT for loading historical orders — use data/commerce-order-history-migration.

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 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。

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。

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。

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。

Create, filter, refresh, and activate audience segments in Salesforce Data Cloud: segment types (Standard, Real-Time, Waterfall, Dynamic, Data Kit), segment refresh schedules, activation field mapping, audience publishing. NOT for the SQL metrics a segment filters on - use admin/data-cloud-calculated-insights. 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。

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。

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。

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。

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。

Use when configuring or operating the native Salesforce Data Export Service (Setup → Data Export) — weekly or monthly CSV export, attachment inclusion, file-size split, the 48-hour download window, and the gap between this free utility and the paid Salesforce Backup and Restore product. Triggers: 'data export service', 'weekly export', 'export attachments', 'data export 48 hour download', 'data export missing objects', 'is weekly export a backup', 'bulk api 2.0 query job export', 'data loader extract batch', 'process-conf.xml export', 'incremental export systemmodstamp', 'export inventory retention owner'. NOT for the paid Salesforce Backup and Restore product (use that as a separate tool), NOT for Bulk API extraction (use data/bulk-api-patterns), NOT for HA/DR architecture (use architect/ha-dr-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 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。

Email consent management in Marketing Cloud: configuring Subscription Centers, building Preference Centers on CloudPages, enforcing CAN-SPAM and GDPR requirements, and handling opt-out propagation. Trigger keywords: unsubscribe handling, CAN-SPAM compliance, GDPR consent tracking, publication lists, subscription center, preference center, opt-out, double opt-in, Privacy Center, MC consent. NOT for subscriber key and suppression lists — use data/subscriber-data-management. NOT for the CRM consent data model or MC-to-CRM sync — use architect/marketing-consent-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 planning, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates. Triggers: 'Data Loader', 'Data Import Wizard', 'Bulk API', 'upsert', 'cutover', 'load failed', 'reconcile data'. NOT for sequencing a whole multi-object migration with automation bypass and rollback — use data/data-migration-planning. NOT for choosing the upsert key itself — use data/external-id-strategy. Also triggers on 'process-conf.xml', 'sdl mapping file', 'sfdc.loadBatchSize', 'insert null values', 'insertNulls', '#N/A', 'serial mode', 'hard delete', 'assignmentRuleId', 'lineEnding', 'unprocessedrecords', 'failedResults', 'load order'.

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 BA or admin needs to document the Salesforce data model: creating field inventories, object relationship maps, ER diagrams, or analyzing field usage across objects. Triggers: 'data dictionary', 'document our data model', 'object relationship map', 'field inventory', 'ER diagram for Salesforce'. NOT for designing the model or choosing lookup vs master-detail — use data/data-model-design-patterns. NOT for generating the Mermaid or PlantUML diagram — use architect/salesforce-erd-and-diagramming. More trigger keywords: field inventory CSV, describe API, getGlobalDescribe, DescribeFieldResult, sObject describe, schema snapshot, schema drift, blank field descriptions, undocumented fields, field ownership, data dictionary review cadence.

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。

Consumer Goods Cloud setup: visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, image recognition. NOT for territory planning and route optimization for sales reps - use integration/salesforce-maps-setup. NOT for B2B Commerce storefronts - use admin/b2b-commerce-store-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。