973 件 ・ 関連度順
概要と使いどころ
Designing Lookup vs Master-Detail vs Hierarchical vs External relationships: cascade delete, roll-up summaries, ownership, sharing implications, polymorphic lookups, junction objects, relationship depth limits. NOT for restricting which records a lookup can pick — use admin/lookup-filter-cross-object-patterns. NOT for a roll-up across a plain lookup — use data/roll-up-summary-alternatives.
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 a new Salesforce custom object: naming the object and setting its API name, selecting optional features (Activities, Chatter, History Tracking), choosing an org-wide default sharing model, and creating a tab. Triggers: 'create a custom object', 'new custom object setup', 'what sharing model should I choose', 'how do I create a tab for my object', 'object features like activities and history tracking'. NOT for designing the fields on the object - use admin/custom-field-creation. NOT for sharing rules or role hierarchy configuration - use admin/sharing-and-visibility. NOT for lookup-vs-master-detail and junction design - use data/data-model-design-patterns. More triggers: 'custom object records not showing in search', 'sharing model greyed out on my object', 'auto number restarted at 1 after deploy', 'cannot create a queue for my custom object', 'CustomObject deploy failed enableBulkApi', 'field history tracking shows no rows'.
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。
Configure Salesforce Translation Workbench and translate custom labels, picklist values, field labels, page layout sections, or the Experience Cloud language switcher. Triggers: 'how to add a language to Salesforce', 'translate custom labels', 'Translation Workbench setup', 'picklist value translation', 'RTL language support'. NOT for creating the Custom Label records or referencing them from Apex/LWC — use admin/custom-label-management. NOT for locale formatting and RTL layout inside a component — use lwc/lwc-internationalization. Also: CustomObjectTranslation, objectTranslation file, GlobalValueSetTranslation, StandardValueSetTranslation, LanguageSettings, enableTranslationWorkbench, locale code, end-user language, platform-only language, data translation.
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 create, configure, or tune Field Service Lightning scheduling policies — including work rules (pass/fail filters) and service objectives (weighted ranking criteria). Covers the four default policies, custom policy design, work rule type selection, and objective weighting strategy. NOT for running or tuning the Optimizer itself — use admin/fsl-scheduling-optimization-design. NOT for resource skills and preferences — use admin/fsl-resource-management. NOT for resource capacity records — use admin/fsl-capacity-planning.
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 Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up financial account roles Financial Services Cloud, FSC household balance rollup not working, add holdings to financial account, FinancialAccountType picklist setup, FSC brokerage or retirement account configuration. NOT for household group setup and rollup scheduling — use admin/household-model-configuration. NOT for the FinServ object graph and SOQL — use data/fsc-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。
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 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 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。
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。
Diagnose and mitigate Salesforce data skew — ownership skew (single user owns >10,000 records) and parent-child skew (>10,000 children under one parent) — that cause sharing recalculation slowness, group membership lock errors, and record-level locking failures. Covers lookup skew and UNABLE_TO_LOCK_ROW, Defer Sharing Calculation (deferGroupMembership / deferSharingRules in Sharing.settings), ownership bucket groups, Controlled by Parent OWD, Bulk API serial vs parallel concurrency for skewed loads, and the documented load ordering for roles, groups and sharing rules. NOT for planning and batching a recalculation job — use data/sharing-recalculation-performance. NOT for designing the sharing model itself — 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 this skill when configuring or troubleshooting the Salesforce CPQ Guided Selling wizard: Quote Process records, ProcessInput questions that filter products by field value, mapping answers to Product2 classification fields, and search type choice (Standard, Enhanced, Custom). Trigger keywords: CPQ guided selling, quote process wizard, product selection wizard, SBQQ__QuoteProcess__c, SBQQ__ProcessInput__c, guided product selection, auto select product, product search plugin. NOT for bundles, product options, or product rules — use admin/cpq-product-catalog-setup. NOT for writing a custom ProductSearchPlugin in Apex — use apex/cpq-apex-plugins.
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。
Router for the 106 SfSkills `architect` skill packages. Solution and platform architecture: multi-org strategy, scalability limits, licensing, Well-Architected reviews and architecture decision records. Use when the request mentions architecture, solution design, ADR, Well-Architected, scalability, large data volume, multi-org, licensing, tenant isolation, HA/DR, technical debt. Finds and opens the exact skill package to read; it does not contain the guidance itself.
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 Lead or Case assignment rules in Salesforce: creating rule entries, setting filter criteria, assigning records to users or queues, understanding when rules run, and implementing round-robin patterns with Apex. Trigger keywords: lead assignment, case assignment, assignment rule, queue assignment, auto-assign. NOT for creating the queue or public group a rule routes into — use admin/queues-and-public-groups. NOT for Omni-Channel or skills-based routing — use admin/omni-channel-routing-setup. NOT for approval routing — use admin/approval-processes.
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。
Router for the 63 SfSkills `flow` skill packages. Flow Builder: record-triggered, screen, scheduled and orchestration flows, bulkification, fault handling, limits, testing. "My flow" belongs here even when salesforce-apex also names the limit. Nightly scheduling without naming code defaults here; apex takes it when code/class/Apex is named. Flow-vs-Apex choice before anything is built: admin/process-automation-selection. Use when the request mentions Flow, Flow Builder, record-triggered flow, screen flow, scheduled flow, subflow, fault path, flow element, orchestration, Process Builder migration, Workflow Rule migration, flow limit, flow hitting SOQL limit, too many SOQL queries in a flow, flow bulkification, Get Records performance. Finds and opens the exact skill package to read; it does not contain the guidance itself.
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 or troubleshoot Health Cloud Care Programs: CareProgram hierarchy, patient enrollment (CareProgramEnrollee), consent prerequisites, program products (CareProgramEnrolleeProduct), provider associations (CareProgramProvider). Trigger keywords: care program, program enrollment, enrollee, program product, consent for enrollment, patient program outcome. NOT for care plan templates, problems and goals - use admin/care-plan-configuration. NOT for patient records, person accounts and care team roles - use admin/health-cloud-patient-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。
Resolve collector ownership from persisted source records and fail closed on missing owner OIDs.
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。
Stand up reporting for a new audience — an external client, a business unit, a region, an executive team — end to end: what they need to see, whether the data exists, access and scoping, their place in the pipeline, the standard report set, and validation against numbers they can check themselves. Use when a new audience is onboarded, when an existing one adds a site, a region or a business unit, when their reporting is rebuilt after a change on their side, or when they say the numbers do not match their own records.
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。
Manages the Morphir knowledge base under kb/ — OKF bundles and concept documents. Use when adding content to a bundle, creating a new bundle, checking the knowledge base for conformance or provenance drift, building or querying its SQLite index, managing intent through its lifecycle, recording or reading architectural decisions as Decision Records, or navigating, searching and listing its bundles, concepts and links.
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 the user asks to measure command execution time or optimize a feedback loop. Records explicit measurements and recommends faster alternatives such as unit tests versus integration tests. It is opt-in; it does not run on every command.
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。
Apply these opinionated C# conventions whenever writing or reviewing C# 12 / .NET 8+ code: nullable enabled with warnings as errors, records and primary constructors, pattern matching over cast chains, the Result pattern for expected failures, async all the way with CancellationToken, IOptions config, IHttpClientFactory, and never returning EF entities from an API.
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。
Generate Architecture Decision Records with AI. Use when documenting technical decisions.
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。
Develop or review dygo PostgreSQL connectivity, schema planning, additive migration, prune, metadata persistence, Records, transactions, and schema snapshots. Use for framework database behavior and high-risk data lifecycle changes.
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 or review dygo Fixtures and explicit Patches for reference data, setup Records, backfills, renames, and unsafe lifecycle transitions. Use when metadata sync alone cannot express the required data change.
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。