「troubleshooting」の検索結果

Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter', 'report subscription', 'dashboard refresh', 'report-meta.xml', 'dashboard running user', 'report folder sharing', 'package.xml report wildcard'. NOT for choosing a report type, bucket fields, summary formulas or joined-report limits — use admin/reports-and-dashboards-fundamentals. NOT for Einstein Analytics / CRM Analytics — 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。

Configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) - program delivery, cohort setup, service scheduling, service delivery recording, and attendance tracking for beneficiaries. Trigger keywords: program management module, PMM, Program__c, ProgramEngagement__c, ServiceDelivery__c, cohort setup, bulk service delivery, service schedule, service participant. NOT for designing which outcomes and indicators to measure - use admin/program-outcome-tracking-design. NOT for NPSP donor, household and giving-rollup data - use data/nonprofit-data-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 setting up, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria, journey versions, test mode, or journey analytics. Triggers: 'journey builder setup', 'entry source configuration', 'decision split not routing', 'exit criteria not removing contacts', 'goal not tracking conversion', 'journey version publishing', 'journey re-entry settings', 'wait activity date field'. NOT for coding a custom activity or entry source — use apex/marketing-cloud-custom-activities. NOT for business units and sender profiles — use admin/marketing-cloud-engagement-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 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。

Use when managing Connected Apps for integration purposes — configuring OAuth policies, IP restrictions, refresh token expiry, pre-authorization assignment via profile or permission set, and monitoring connected app usage via EventLogFile. Also covers the running-integration operations: revoking a grant, rotating the consumer key or secret, pairing the app to an integration user's permission set, and the periodic review. Trigger keywords: 'revoke OAuth token', 'DeleteToken', 'OauthToken query returns nothing', 'ipRelaxation ENFORCE', 'permissionSetName', 'PermissionSetAssignment ExpirationDate', 'LoginHistory Application', 'connected app quarterly review', 'rotate consumer secret'. NOT for choosing which OAuth grant flow to implement — use integration/oauth-flows-and-connected-apps. NOT for decoding a specific OAuth error such as invalid_grant — use admin/connected-app-troubleshooting. NOT for authoring the full connectedApp / External Client App / Named Credential file or choosing the auth artefact — use admin/connected-apps-and-auth.

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 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 when deciding whether Salesforce Reports, CRM Analytics, or Tableau is the right level of analytics tooling, and when reviewing or troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for a detailed CRM Analytics vs Tableau licensing and platform comparison — use architect/crm-analytics-vs-tableau-decision. NOT for building the app, lenses and datasets — use admin/crm-analytics-app-creation.

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, troubleshooting, or reviewing FSL Mobile worker workflows — job lifecycle management, offline data capture, customer signature collection, parts consumption, and geolocation-triggered status transitions. Trigger keywords: FSL mobile, field service mobile workflow, offline job lifecycle, technician mobile, service appointment status, briefcase priming, parts consumption mobile, signature capture FSL. NOT for installing, branding, or extending the mobile app itself — use admin/fsl-mobile-app-setup. NOT for offline priming limits and sync conflict resolution — use architect/fsl-offline-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 configuring, extending, or troubleshooting the Salesforce Field Service (FSL) Mobile app for field technicians — including offline priming strategy, app extensions, deep linking, and custom branding. Trigger keywords: FSL mobile, Field Service mobile app, offline priming, mobile extension toolkit, app extensions for field service. NOT for coding the LWC quick action or offline extension itself — use apex/fsl-mobile-app-extensions. NOT for technician job lifecycle, signature capture, or parts consumption — use admin/fsl-mobile-workflow-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, reviewing, or troubleshooting Salesforce formula fields. Triggers: 'formula field', 'cross-object formula', 'null handling', 'compile size', 'HYPERLINK', 'IMAGE', 'why is formula slow', 'formulaTreatBlanksAs', 'BlankAsZero', 'blank field handling', 'field-meta.xml formula', 'CustomField formula deploy', 'formula returns blank', 'formula field read-only on data load'. NOT for a formula field slowing a SOQL query or blocking an index — use apex/formula-field-performance-and-limits. NOT for Formula resources inside a Flow — use flow/flow-formula-and-expression-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。

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 when designing, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance. Covers cleaning up duplicates that already exist at ordinary volume: merge sequencing, survivorship, stewardship ownership. Also covers the deployable MatchingRule / DuplicateRule metadata, the Alert-vs-Block action pair, DuplicateRecordSet reporting, and the Apex DMLOptions.DuplicateRuleHeader.allowSave bypass. Triggers: 'duplicate rule', 'matching rule', 'merge strategy', 'dedupe', 'survivorship', 'D&B', 'same contact twice', 'clean up duplicate records', 'clean up duplicate accounts', 'DUPLICATES_DETECTED', 'allowSave', 'FindDuplicates'. NOT for cleanup at volume — hundreds of thousands of records, batch merge jobs, DemandTools/Cloudingo — use data/large-scale-deduplication. NOT for which field values and child records the platform keeps in a merge - use data/record-merge-implications.

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 email deliverability for Marketing Cloud or Salesforce orgs: sender authentication (SPF, DKIM, DMARC), private sending domain setup, dedicated IP warm-up, list hygiene practices, and sender reputation monitoring. NOT for building a Marketing Cloud email — use admin/email-studio-administration. NOT for unsubscribe and consent — use admin/consent-management-marketing. Also covers the Salesforce Core deliverability surface: EmailAdministrationSettings, EmailAuthorizationSettings, EmailDomainKey (DKIM), EmailRelay, EmailDomainFilter, OrgWideEmailAddress verification, bounce management, and the 5,000-a-day outbound email cap.

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, configuring, or troubleshooting email sends in Marketing Cloud Email Studio and Content Builder. Triggers: 'dynamic content', 'send classification', 'A/B test email', 'Content Builder template', 'triggered send', 'suppression list', 'Commercial vs Transactional'. NOT for MCAE (Pardot) — use admin/mcae-pardot-setup. NOT for Journey Builder orchestration — use admin/journey-builder-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 this skill when creating, configuring, or troubleshooting FSC Relationship Groups — including Household, Professional Group, and Trust group types; member role assignment via AccountContactRelation FSC fields; Primary Group designation; and group-level wealth aggregation rollups. NOT for standard account relationships, Contact-Account relationships outside FSC, NPSP household configuration, or Financial Account role setup (use admin/financial-account-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 configuring or troubleshooting FSC Referral Management: setting up referral types via ReferralRecordTypeMapping custom metadata, routing referrals through Lead Assignment Rules keyed on the Expressed Interest picklist, tracking Referrer Score, and partner referral visibility in Experience Cloud. Trigger keywords: referral routing, FSC referral types, ReferralRecordTypeMapping, Expressed Interest picklist, partner referral Contact, Referrer Score Experience Cloud. NOT for clinical referrals in Health Cloud — use admin/referral-management-health. NOT for standard Lead capture and conversion outside FSC — use admin/lead-management-and-conversion.

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 email templates, email alerts, and declarative notification design. Triggers: 'Lightning Email Template', 'email alert', 'merge field', 'org-wide email', 'too many emails', 'mass email limit'. NOT for migrating Classic templates to Lightning — use admin/classic-email-template-migration. NOT for sending email from Apex — use apex/apex-outbound-email-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。

Use this skill when designing, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence, onboarding checklist, review prep tasks. NOT for designing the onboarding process itself — use admin/client-onboarding-design. NOT for Health Cloud care plan templates — use admin/care-plan-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。

Use this skill when configuring or troubleshooting Data Cloud identity resolution rulesets — matching rules, reconciliation rules, unified profiles, and cross-device identity linking. Trigger keywords: identity resolution ruleset, unified individual, match rule, reconciliation rule, unified profile, cross-device identity, Data Cloud deduplication, cluster creation. NOT for CRM duplicate and matching rules — use admin/duplicate-management. NOT for overall Data Cloud layer and activation design — use architect/data-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 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 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 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。

Configuring or troubleshooting Salesforce CPQ Advanced Approvals: SBAA__ApprovalRule__c, SBAA__ApprovalVariable__c for cross-line aggregation, SBAA__ApprovalChain__c for ordered approver sequences, escalation timeouts, Smart Approvals for re-quote skip logic, and the managed package's permission sets. Trigger keywords: CPQ Advanced Approvals, SBAA approval rule, approval variable, approval chain, discount approval, line-level approval, Smart Approvals, requote approval. NOT for standard non-CPQ Salesforce approval processes - use admin/approval-processes. NOT for CPQ price rules 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。