1,039 件 ・ 関連度順
概要と使いどころ
Revenue & Sales engineer — B2B pipeline, deal strategy, pricing proposals, sales playbooks, and enterprise closing. Use when asked to "price this deal", "build a sales playbook", "close an enterprise deal", or "manage the B2B pipeline".
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。
Expert sales strategy and operations guidance for B2B SaaS companies. Use when designing sales processes, implementing qualification frameworks (MEDDIC, BANT, SPICED), territory planning, forecasting, quota setting, compensation design, or optimizing pipeline velocity. Covers sales methodology, org structure, tech stack selection, win rate analysis, and deal acceleration strategies.
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。
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.
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, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management. Triggers: 'create a survey', 'NPS score', 'survey invitation', 'survey response report', 'customer feedback form', 'guest user survey access', 'SurveyInvitation', 'SurveySubject', 'SurveySettings', 'sendSurveyInvitation', 'survey not linked to case', 'deploy a survey between orgs'. NOT for choosing between CSAT, NPS, and CES as your CX metric — use architect/customer-effort-scoring. NOT for third-party survey tools like SurveyMonkey or Qualtrics.
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。
Revenue Intelligence setup: activating the RI app and its CRM Analytics assets, Einstein deal insights, the opportunity-change waterfall, and forecast-accuracy analytics for sales leaders. NOT for configuring the Pipeline Inspection view, its metrics and review cadence - use admin/pipeline-review-design. NOT for forecast types, categories, rollups and quotas - use admin/collaborative-forecasts.
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 when preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to stakeholders. Triggers: 'upcoming Salesforce release', 'release notes triage', 'Release Updates', 'sandbox preview opt-in', 'release readiness checklist', 'production upgrade date', 'feature impact', 'critical update', 'roll out the Spring release safely', 'is our org ready for the Spring release', 'release update settings metadata', 'FlowSettings release update field', 'release run sheet', 'preview sandbox refresh freeze', 'settings deploy flipped a release update'. Also covers: which Release Updates are deployable as Settings metadata, the release run sheet artefact, and the preview opt-in refresh-date rule. NOT for planning your own release train — use devops/release-management. NOT for user training and go-live comms — use admin/change-management-and-training.
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。
Open, classify, and escalate support cases with Salesforce Technical Support via the Help portal: choosing severity, engaging Premier Success, the Escalate to Technical Support Management path, tracking incidents on the Trust site. NOT for escalating your own org's cases after N hours - use admin/escalation-rules. NOT for SLA milestone timers and entitlement processes - use admin/entitlements-and-milestones.
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 a new or existing Marketing Cloud Account Engagement (MCAE, formerly Pardot) business unit: Salesforce v2 connector activation, connector user permissions, Salesforce User Sync, prospect field sync rules, tracking domain setup, and Account Engagement Lightning App installation. NOT for connecting Marketing Cloud Engagement (email studio, journeys) to Salesforce - use admin/marketing-cloud-connect. NOT for calling the Account Engagement REST API from code - use apex/mcae-pardot-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。
Use when planning, configuring, or maintaining a Salesforce Mobile Publisher branded app — a customer-facing or partner-facing mobile app distributed through Apple App Store or Google Play, built on either the Experience Cloud (LWR/Aura) Mobile Publisher template or the Field Service Mobile Publisher template. Triggers: 'salesforce mobile publisher branded app', 'experience cloud mobile app store distribution', 'mobile publisher push notifications certificate', 'app store review rejection salesforce', 'mobile publisher version policy update'. NOT for the standard mobile app — use admin/lightning-app-builder-advanced. NOT for Field Service mobile — 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。
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。
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。
Router for the 101 SfSkills `data` skill packages. Data model, data movement and data quality: migrations, bulk loads, query optimisation, deduplicating at volume, archival. Ordinary-volume duplicate cleanup and prevention use salesforce-admin; come here for hundreds-of-thousands+ dedup or third-party tools. LDV architecture uses salesforce-architect. Use when the request mentions data model, data migration, data load, Data Loader, Bulk API, external id, deduplication at volume, archival, SOSL, cross-object search, sandbox seed data, SandboxPostCopy, native Data Seeding. 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 when the user asks to "build battle cards", "prep the sales team for launch", or "write the internal launch FAQ"; produces the internal enablement kit for a sales-led launch — battle cards vs each named alternative (where we win / where they win / trap questions, every fact traceable), a sales talk track derived from the PR-FAQ spine, an objection-handling table (objection → response → evidence), internal FAQ + CS macros, and an internal launch announcement with embargo discipline. Not for the external message house — use message-house-builder; not for competitor tracking itself — use competitor-tracker or competitor-analysis; not for outbound sequences — use cold-outbound-sequencer. 销售赋能/battle card/销售叙事/异议处理/内部FAQ
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。
Expert patterns for Salesforce platform development including Lightning Web Components (LWC), Apex triggers and classes, REST/Bulk APIs, Connected Apps, and Salesforce DX with scratch orgs and 2nd generation packages (2GP). Use when: salesforce, sfdc, apex, lwc, lightning web components.
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。
Run a Busabase-backed sales prospecting and first-touch outreach desk with a bundled Hono App-in-Skill deployable to AirApp. Use whenever the user invokes $kelly-sales-outreach or /kelly-sales-outreach, wants to enter a product or service and discover its ideal customers, asks to continuously find target accounts or public business contacts, needs evidence-based ICP scoring and personalized outreach drafts, or wants to review and send cold outreach safely. Four subcommands - setup, profile, research, send - plus the desk itself. Every first-touch message requires human approval; one company receives one initial email; guessed addresses, purchased lists, secret exposure, automated spam, and unreviewed external sends are forbidden.
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。
When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and processes that connect marketing to revenue. For cold outreach emails, see cold-email. For email drip campaigns, see email-sequence. For pricing decisions, see pricing-strategy.
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。
Write B2B cold emails and follow-up sequences that get replies. Use when the user wants to write cold outreach emails, prospecting emails, cold email campaigns, sales development emails, or SDR emails. Also use when the user mentions "cold outreach," "prospecting email," "outbound email," "email to leads," "reach out to prospects," "sales email," "follow-up email sequence," "nobody's replying to my emails," or "how do I write a cold email." Covers subject lines, opening lines, body copy, CTAs, personalization, and multi-touch follow-up sequences. For warm/lifecycle email sequences, see email-sequence. For sales collateral beyond emails, see sales-enablement.
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。
売上・返金・重複課金を請求データから整理し、チーム課金や利用権限の実装まで確認するスキル。料金表示と実際の動作を照合し、運営の判断材料をまとめます。
Use when reviewing a specific inbound deal before close — when sales has asked for a discount that exceeds AE authority, when the customer has redlined the MSA, when per-deal economics (margin after discount, multi-year payment shape, indemnity exposure) need to be quantified, or when discount approval needs to be routed to a named human approver (Sales Director, VP Sales, CFO, CRO, General Counsel). Covers deal review, discount approval routing, per-deal margin scoring, deal exception handling, MSA redline triage, contract landmine detection (uncapped indemnity, MFN, perpetual license-back, missing DPA), and named-approver chain assembly. NEVER auto-approves — every output is a numeric scorecard plus a routing recommendation to a named human.
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 "build our pitch deck narrative", "write a fundraising story", or "structure the sales pitch narrative"; derives from the narrative canon a company pitch/deck narrative — problem → the undeniable shift → product-as-hero → proof → the ask — as a slide-beat outline (one narrative beat per slide, with the claim ID each proof beat rests on), for both a sales pitch and a fundraising deck. Every proof beat is labeled Measured / User-provided / '[needs source]' and unverified ones route to the claims candidates. Not for the launch-window battle cards and talk track — use sales-enablement-kit; not for the durable message hierarchy or the arc itself — use message-system-architect / strategic-narrative-designer; not for finished deck visual design — out of scope; not for claim adjudication — use offer-claims-registry. 路演叙事/融资故事/销售 pitch/幻灯节拍
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。