「rds」の検索結果

Analyzes the downstream impact (blast radius) when a BigQuery table or view is broken, stale, or modified. Identifies all downstream tables, dashboards, and processes that will be affected. Use when: - Performing a blast radius or impact analysis for a BigQuery table or view. - Assessing the consequences of modifying, deleting, or pausing updates to a BigQuery asset. - Identifying downstream dependencies (tables, dashboards, processes) of a BigQuery asset. Don't use for: - General BigQuery querying or data analysis (use BigQuery-related tools instead). - Non-BigQuery assets (e.g., Cloud Storage files) unless they are part of the BigQuery lineage. - Creating or modifying lineage links directly.

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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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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 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。

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 when setting the default filtered set of records a user sees in list views, reports and SOQL without removing their access. Trigger keywords: scoping rule, Filter by scope, default record scope, RestrictionRule enforcementType Scoping, Object Manager scoping rule, recordFilter. NOT for the SOQL USING SCOPE clause - use apex/soql-using-scope-clause. NOT for blocking record access - use admin/restriction-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 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 configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction records, enabling multi-currency pricing, configuring Product Schedules (Revenue and Quantity), or troubleshooting incorrect prices on Opportunity line items and Quotes. Triggers: 'add product to pricebook', 'pricebook entry', 'standard pricebook', 'product catalog', 'multi-currency product pricing', 'product schedule', 'revenue schedule', 'quantity schedule', 'deactivate product'. NOT for bulk catalog loads — use data/product-catalog-data-model. NOT for CPQ bundles and product rules — use admin/cpq-product-catalog-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。

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。

Custom Report Type design — when to create a CRT vs use the standard, A-with-B-without and A-without-B joins, primary/secondary/related-via-lookup objects, the 60-field display limit, and field-set vs cross-join layouts. NOT for building the report or dashboard itself once the report type exists — use admin/reports-and-dashboards-fundamentals. Keywords: reportType metadata, baseObject, outerJoin, ObjectRelationship, ReportLayoutSection, checkedByDefault, displayNameOverride, deployed false, custom report type sprawl, report type inventory.

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 this skill to define and validate the requirements for a Salesforce Partner Relationship Management (PRM) implementation: deal registration flows, lead distribution models, partner tier hierarchies, MDF budget tracking, and co-marketing content entitlement. Trigger keywords: partner community requirements, PRM deal registration setup, channel partner portal requirements, lead distribution partner, partner tier management, MDF tracking, co-marketing entitlement. NOT for implementing the partner sharing model — use data/partner-data-access-patterns. NOT for building the portal in Experience Builder — use admin/experience-cloud-site-setup. More trigger keywords: partner portal design worksheet, partner tier licence and role depth, PartnerAccountId blank on opportunity, portal role Executive Manager User, sharing set does not support Lead, enable partner user greyed out, offboard a partner firm, PartnerMarketingBudget PartnerFundRequest PartnerFundClaim, ChannelProgramLevel partner tier, deal registration acceptance step.

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 or managing picklist fields: choosing between Global Value Sets and object-local picklists, configuring controlling and dependent field relationships, managing picklist values, and replacing values in existing data records. NOT for why the API or an integration ignores a dependency matrix - use admin/field-dependency-and-controlling. NOT for cleaning up degraded, unrestricted or orphaned picklist values - use admin/picklist-field-integrity-issues. NOT for record type picklist filtering - use admin/record-types-and-page-layouts. Keywords: GlobalValueSet, StandardValueSet, __gvs suffix, customValue, valueSetName, valueSetDefinition, restricted picklist, GlobalValueSetTranslation, OpportunityStage, CaseStatus.

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 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。

Configure the Industries Enhanced Timeline in Health Cloud to display clinical events, custom object records, and activity history on a patient or member record. Trigger keywords: Enhanced Timeline, TimelineObjectDefinition, Industries Timeline, timeline categories, clinical event display, timeline configuration. NOT for building a custom timeline or patient-card LWC — use apex/health-cloud-lwc-components. NOT for the standard Task and Event activity timeline — use admin/activity-and-task-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。

Configure patient or member records in Salesforce Health Cloud: Person Account enablement, patient record types, care team role configuration, patient card customization, clinical data display. Trigger keywords: patient setup, Health Cloud person account, patient card component, care team roles, clinical data display. NOT for Person Accounts outside Health Cloud - use data/person-accounts. NOT for enrolling a patient into a care program - use admin/care-program-management.

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 adding external users to an Experience Cloud site, configuring self-registration, managing external user licenses, or customising the login and registration pages. Trigger keywords: add members to community, external user license, self-registration, customer portal login, partner user onboarding, ConfigurableSelfRegHandler. NOT for choosing which external user license to buy — use architect/experience-cloud-licensing-model. Also covers the networkMemberGroups membership block, NetworkMemberGroup assignment status, external-user creation from contacts, offboarding, and LoginHistory diagnosis for site logins. NOT for what records external users can see — use security/experience-cloud-security.

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 Salesforce Enterprise Territory Management (ETM): territory models, territory types, territory hierarchies, account assignment rules, opportunity territory assignment, and forecast by territory. Trigger keywords: territory model, territory hierarchy, ETM, assign accounts to territories, territory forecast, territory activation. NOT for choosing the coverage model first — use admin/territory-design-requirements. NOT for role hierarchy — use admin/sharing-and-visibility. NOT for Field Service ServiceTerritory — use admin/fsl-service-territory-setup. Trigger keywords: Territory2, Territory2Model, Territory2Rule, territory2Model-meta.xml, ObjectTerritory2Association, UserTerritory2Association, territory assignment rule, run assignment rules, territory access level, Manage Territories permission.

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 deploying a trained Einstein Discovery model to production records declaratively — activating a prediction definition, mapping output fields to page layouts, adding the Einstein Discovery Action to a Flow, running bulk predict jobs, and monitoring model health via Model Manager UI. Trigger keywords: prediction definition activation, bulk predict job, Einstein Discovery Flow action, Model Manager, prediction field mapping, model refresh activation, scoring job, Einstein Discovery recommendations on record. NOT for authoring the story in CRM Analytics Studio — use admin/einstein-discovery-setup. NOT for programmatic scoring through the API — use agentforce/einstein-discovery-development.

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 scoring a list of business or solution requirements against the *actual* capabilities of a specific Salesforce org so each row can be classified Standard / Configuration / Low-Code / Custom / Unfit, given an effort tier (S/M/L/XL), a risk tag, and an AppExchange suggestion when applicable. Trigger keywords: fit gap salesforce requirements, score requirements against salesforce capabilities, salesforce capability matrix, classify requirement as standard config custom, fit-gap effort tier, AppExchange alternative for requirement. NOT for requirements elicitation (use admin/requirements-gathering-for-sf). NOT for architecture decisions on the GAP rows (use architect/solution-design-patterns and standards/decision-trees/). NOT for license or edition selection (use architect/license-optimization-strategy and architect/org-edition-and-feature-licensing). NOT for OmniStudio-specific fit-gap (use architect/omnistudio-vs-standard-decision).

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 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。

Designing data stories and narrative-driven analytics in Salesforce: structuring CRM Analytics dashboards for executive communication, text widgets and conditional highlights for annotation, sequential narrative in Tableau Story sheets, and Einstein Discovery narrative REST endpoints. Trigger keywords: data storytelling dashboard, executive analytics narrative, CRM Analytics text widget annotation, Tableau story sheet, smart data discovery narrative API. NOT for building the Einstein Discovery story or prediction definition - use admin/einstein-discovery-setup. NOT for choosing between Reports, CRM Analytics and Tableau - use admin/einstein-analytics-basics.

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 Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQ__Subscription__c. NOT for designing the amendment/renewal architecture or swap pattern — use architect/subscription-management-architecture. NOT for amending or renewing contracts from Apex — use apex/cpq-api-and-automation. Also covers the standard Contract and Order objects underneath CPQ — Contract Status vs StatusCode, activation locking, EndDate auto-calculation, ContractSettings and OrderSettings, reduction orders, and renewal-reminder automation. Trigger keywords: Contract, ContractStatus, StatusCode, ActivatedDate, OwnerExpirationNotice, ContractTerm, EndDate, Order, OrderItem, reduction order, ContractSettings, OrderSettings, renewal reminder. NOT for Revenue Cloud or Subscription Management objects — use architect/revenue-cloud-architecture and architect/subscription-management-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。