「sales」の検索結果

Designing Campaign Hierarchy for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, and interpreting multi-touch attribution from MCAE B2B Marketing Analytics. Trigger keywords: campaign ROI, attribution model, campaign hierarchy, first-touch, last-touch, multi-touch, CCI, campaign influence, revenue attribution, campaign member status. NOT for deciding which attribution model and KPIs to adopt before any config - use admin/marketing-reporting-requirements. NOT for MCAE connector setup or the campaign sync that writes Campaign Member records - use admin/mcae-pardot-setup. Also covers: CampaignSettings, enableCampaignInfluence2, enableAutoCampInfluenceDisabled, enableB2bmaCampaignInfluence2, enableAccountsAsCM, CampaignInfluenceModel metadata, isDefaultModel, isModelLocked, recordPreference, AllRecords, RecordsWithAttribution, CampaignInfluence.RevenueShare, ModelType, CampaignMemberStatus IsDefault HasResponded SortOrder, HierarchyActualCost, HierarchyAmountWonOpportunities, TotalNumberofResponses, Opportunity.CampaignId primary campaign source.

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Use this skill when editing CRM Analytics dashboard JSON directly to implement advanced bindings, custom SAQL/SOQL step queries, layout changes, step parameters, or cross-widget interactions. Trigger keywords: dashboard JSON, SAQL step, binding syntax, mustache binding, dashboard REST API, widget layout, step limit, datasetId, datasetVersionId. NOT for building the dashboard in the builder UI or picking chart types — use admin/analytics-dashboard-design. NOT for writing or tuning the SAQL itself — use admin/saql-query-development.

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Task and Event objects: polymorphic WhatId/WhoId, Activity object model, ActivityHistory vs OpenActivity, activity timeline customization, bulk task creation, Einstein Activity Capture boundaries. NOT for turning on EAC or calendar sync — use admin/einstein-activity-capture-setup. NOT for Email-to-Case — use admin/case-management-setup. Covers ActivitiesSettings metadata, enableActivities, shared Task/Event custom fields and FLS, TaskStatus value sets, Shared Activities and TaskRelation/EventRelation, recurring and child activities, and partial-success bulk DML on Task.

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Use this skill when driving adoption of CRM Analytics (Einstein Analytics) across an org — the Analytics Adoption App for measuring who uses which dashboards, embedding analytics into Lightning pages, pinning dashboards to the Analytics home page, self-service personas, and analytics success metrics. Triggers: analytics adoption, dashboard usage tracking, embedded analytics strategy, self-service analytics enablement, CRM Analytics rollout. NOT for building the dashboards — use admin/analytics-dashboard-design. NOT for the app, datasets and lenses — use admin/crm-analytics-app-creation. NOT for non-analytics rollout training — use admin/change-management-and-training.

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Use this skill when building, debugging, or optimizing CRM Analytics dataflows — defining node types (sfdcDigest, Append, Augment, computeExpression, computeRelative, Flatten, dim2mea, sfdcRegister), scheduling runs, handling run failures, and tuning performance. NOT for doing the same transformation in a Data Prep recipe — use admin/analytics-recipe-design. NOT for dataset field types, refresh schedules, or row limits — use admin/analytics-dataset-management.

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Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshooting stale or broken datasets. Triggers: 'dataset creation', 'dataflow schedule', 'dataflow quota', 'date field not filterable', 'dataset row limit', 'CRM Analytics data refresh', 'field type mismatch in dataset'. NOT for making an existing dataset smaller or faster — use data/analytics-dataset-optimization. NOT for choosing between Reports, CRM Analytics and Tableau in the first place — use admin/einstein-analytics-basics.

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Use this skill to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built. Trigger keywords: KPI definition CRM Analytics, analytics metric design, analytics target attainment, CRM Analytics measures vs dimensions, analytics benchmark. NOT for laying out the dashboard or lens itself — use admin/analytics-dashboard-design. NOT for scoping data sources, audiences, and drill-down paths — use admin/analytics-requirements-gathering.

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Use this skill when mapping care coordination process requirements for Health Cloud: designing care team workflows, transition of care handoffs, social determinants of health (SDOH) barrier tracking, and care gap identification. NOT for building care plan templates, problems, and goals — use admin/care-plan-configuration. NOT for referral routing and provider networks — use admin/referral-management-health.

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Configure CRM Analytics (formerly Einstein Analytics) app sharing, dataset-level permissions, row-level security predicates, sharing inheritance, and license assignment. Trigger keywords: CRM Analytics security, row-level security predicate, dataset permissions, analytics sharing inheritance, Analytics Plus license. NOT for OWD and sharing rules — use admin/sharing-and-visibility. NOT for predicate design across many datasets — use architect/analytics-security-architecture.

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Use this skill when designing or building CRM Analytics Data Prep recipes — including node selection, join patterns, bucket field configuration, formula expressions, and scheduling. Triggers: 'build a recipe', 'join datasets in analytics', 'bucket a measure field', 'schedule a recipe', 'data prep transformation'. NOT for dataflow JSON and its node types — use admin/analytics-dataflow-development. NOT for tuning a slow or oversized dataset — use data/analytics-dataset-optimization.

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Use when enabling, configuring, or monitoring Change Data Capture (CDC) entity selection, channel enrichment, and delivery usage limits from an admin perspective. Covers the PlatformEventChannel and PlatformEventChannelMember metadata, the standard ChangeEvents channel, custom __chn data channels, enrichedFields, filterExpression, destructive deselection, and PlatformEventUsageMetric / EventBusSubscriber monitoring. Trigger keywords: change data capture, CDC, entity selection, change event, platform event channel, channel member, enrichment, event delivery allocation. NOT for writing an Apex change-event trigger — use apex/change-data-capture-apex. NOT for subscribing an external system over Pub/Sub or CometD — use integration/change-data-capture-integration.

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Professional copywriter for compelling headlines, sales copy, and persuasive writing techniques

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Summarize customer support/sales calls from [Dialpad](https://composio.dev/toolkits/dialpad) or [Leexi](https://composio.dev/toolkits/leexi) call logs

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ออกแบบคอร์สออนไลน์ตั้งแต่ curriculum, lesson plan, assessment, จนถึง sales page พร้อมวางแผน completion rate

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Evidence-first revenue, pricing, refunds, team-billing, and billing-model truth workflow for ECC. Use when the user wants a sales snapshot, pricing comparison, duplicate-charge diagnosis, or code-backed billing reality instead of generic payments advice.

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Design and build cohesive web pages with custom visual identity — landing pages and portfolios get rich anatomy + section archetypes; any other page type (blog, about, pricing, contact, coming-soon, dashboard, admin, e-commerce, custom) is supported through generic anatomy + skeleton. Use this skill whenever the user mentions: landing page, portfolio, personal site, hero section, marketing page, product page, sales page, splash page, blog page, about page, pricing page, contact page, coming-soon, waitlist, dashboard, admin panel, e-commerce store, redesign my site, design my portfolio, build a portfolio, work showcase, hire-me page, perfect-ui, perfect landing, or asks to create any web page surface. Two tiers: special (landing | portfolio — rich treatment) and generic (everything else — universal craft toolkit). Self-contained 8-phase pipeline: vibe discovery → visual direction (color/typography/mood) → custom icon set (NO emoji, NO icon library) → AI-generated visuals → optional shader effects layer → inline plan + implement on Next.js + Tailwind + shadcn. Always proposes effect layer as optional. No refusals; outputs distinctive sites, not AI slop.

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Design, analyze, and optimize cold outbound email campaigns on Instantly. Handles end-to-end ICP definition, expert panel scoring (recursive to 90+), sequence copywriting, infrastructure audit, capacity planning, and an implementation/strategy doc for human review. Use when asked to build cold outbound sequences, optimize cold email, audit an outbound motion, write sales sequences, or design cold email campaigns. Supports "start from scratch" and "optimize existing" modes. Execution skill — it produces copy, math, and a doc; it does not auto-send. Requires Instantly for audit/send features.

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Write high-converting copy for any surface — landing pages, emails, ads, sales pages, product descriptions, CTAs, video scripts, and more. Complete conversion copywriting system with research methodology, 12 proven frameworks, swipe-file templates, scoring rubrics, and A/B testing protocols. Use when you need to write or review any copy meant to drive action.

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Turn your AI agent into a business automation architect. Design, document, implement, and monitor automated workflows across sales, ops, finance, HR, and support — no n8n or Zapier required.

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Identify high-quality sales leads by analyzing your business, defining ideal customer profile, and discovering target companies with personalized contact strategies.

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Help founders develop a strategy to acquire and sell to the first 100 customers. Use when someone has a product and needs a customer acquisition plan, or is struggling with early sales.

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Produces a practitioner-grade Blue Sky compliance memorandum and execution plan for U.S. securities offerings. Analyzes NSMIA covered securities preemption, classifies offerings under Regulation D/Rule 506 or alternative federal exemptions, maps state jurisdictional nexus distinguishing offers from sales, and generates a state-by-state filing plan with Form D/EFD workflow, fee schedules, amendment triggers, and renewal calendars. Use this skill when advising on private placement Blue Sky compliance, Reg D notice filings, multi-state offering coordination, state securities registration exemptions, Form D filings, EFD submissions, or state fee budgeting. Also trigger when the user mentions covered securities preemption, NSMIA analysis, or asks about state notice filing requirements. Even if the user just says "Blue Sky" or "state filings for our raise," use this skill.

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Drafts a market-standard At-The-Market (ATM) Equity Distribution Agreement for public issuers conducting continuous shelf offerings under Rule 415(a)(4). Use when establishing or renewing an ATM program under an effective Form S-3, drafting a sales agent agreement, or structuring a continuous equity offering program.

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Spin up a working LiveAvatar demo from a curated catalog — clones the reference repo, installs dependencies, provisions the LiveAvatar account, and fills the env file, then hands off the parts only a human can do. Use when: (1) User wants to try, test, see, or demo LiveAvatar, (2) User asks what LiveAvatar demos or examples exist, (3) User wants a sales agent / lead-qualification avatar, (4) User wants a LiveKit agent driving a LiveAvatar avatar, (5) User wants an avatar joining their own LiveKit room, (6) User wants a speech-to-speech avatar, a GPT-Live demo, a language-learning or tutor avatar, a customer-support avatar, a poker coach / game-style avatar, or an avatar with on-screen visuals/overlays, (7) User says "run the LiveAvatar demo", "show me LiveAvatar", "get me started with LiveAvatar", or "clone the LiveAvatar example", (8) User is evaluating LiveAvatar and wants something running before writing their own 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。