「keywords」の検索結果

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 Messaging for In-App and Web (MIAW) channels in Service Cloud: Messaging Channel, Embedded Service Deployment, CORS/CSP Trusted Sites, pre-chat fields, session routing by Queue or Omni-Channel Flow, Status-Based capacity, Live Agent migration. Trigger keywords: MessagingChannel, EmbeddedServiceConfig, messagingChannelType, EmbeddedMessaging, sessionHandlerQueue, sessionHandlerFlow, embeddedConfig, automatedResponses, CorsWhitelistOrigin, CspTrustedSite, BrandingSet, MessagingSession, MessagingEndUser, enhanced chat, embedded messaging, chat widget, pre-chat form, auto-response. NOT for an Agentforce agent in the chat window - use agentforce/agent-channel-deployment. NOT for Omni-Channel enablement, Service Channels or skills-based routing - use admin/omni-channel-routing-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 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 NOT for implementation of any specific integration pattern (use domain-specific integration skills), MuleSoft architecture (use architect/mulesoft-anypoint-architecture), or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。

Configure and troubleshoot Salesforce Case Escalation Rules: time-based escalation entries, business hours configuration, escalation actions (email alerts and reassignment), and diagnosing why cases are not escalating. Covers the EscalationRules metadata shape, businessHoursSource and escalationStartTime semantics, staged escalationAction thresholds, deploy-inactive parallel-run cutover, and monitoring escalated cases. Trigger keywords: escalation rule, case not escalating, SLA breach notification, escalate after X hours, reassign case automatically, IsEscalated. NOT for SLA milestone timers — use admin/entitlements-and-milestones. NOT for case routing on creation — use admin/assignment-rules. NOT for the calendar itself — use admin/business-hours-and-holidays.

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 nonprofit fundraising lifecycle stages, donor pipeline workflows, cultivation-to-stewardship cycles, or Salesforce Opportunity sales process configuration for NPSP or Nonprofit Cloud. Trigger keywords: fundraising lifecycle, donor pipeline, cultivation stage, solicitation workflow, major gift process, moves management, NPSP Opportunity stages, stewardship cycle, NPC fundraising stages. NOT for lapsed donor re-engagement or portfolio segmentation — use admin/donor-lifecycle-requirements. NOT for Engagement Plan setup — use admin/npsp-engagement-plans.

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 Salesforce Email-to-Case: Standard vs On-Demand mode selection, routing address setup, email threading via Lightning tokens, auto-response rules, attachment limits, and per-address case field defaults. Trigger keywords: email-to-case, routing address, on-demand email-to-case, email threading, case from email, email agent, routing address setup, Case.settings-meta.xml, EmailToCaseRoutingAddress, emailServicesAddress, isVerified, caseOrigin, enableThreadTokenInBody, useEmailHeadersForThreading, overEmailLimitAction, unauthorizedSenderAction, enableE2CAttachmentAsFile, saveEmailHeaders, newEntityRecordType, casePriority, EmailMessage.EmailRoutingAddressId, auto-response loop. NOT for the wider case layer (queues, escalation rules, case teams, entitlements) - use admin/case-management-setup. NOT for routing case work items to agents after creation - use admin/omni-channel-routing-setup. NOT for the email templates or letterheads themselves - use admin/email-templates-and-alerts.

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。

Inbound email processing in Salesforce via Email Services + the `Messaging.InboundEmailHandler` Apex interface. Covers EmailService configuration (running user, accept-from address, attachment handling, error / failure routing), the EmailServicesAddress per-routing-address pattern, the handler's `Messaging.InboundEmail` payload (text body, HTML body, headers, attachments, in-reply-to threading), and the canonical Email-to-Case alternative for case creation. NOT for outbound email (use admin/email-templates-and-alerts), NOT for Email-to-Case flow customization itself (use admin/email-to-case-configuration). Trigger keywords: EmailServicesFunction, EmailServicesAddress, runAsUser, localPart, EmailDomainName, attachmentOption, overLimitAction, errorRoutingAddress, routing address, inbound email limit.

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 an admin needs to create an Einstein Discovery story in CRM Analytics Studio, configure prediction definitions, deploy writeback fields, set up what-if analysis, or manage model refresh and activation. Trigger keywords: Einstein Discovery story, prediction definition, writeback field, CRM Analytics Studio, model refresh, what-if analysis, bulk scoring, prediction field, 1OR prefix. NOT for the Einstein Discovery Flow action or model-health monitoring in Model Manager — use admin/einstein-discovery-deployment. NOT for Einstein Prediction Builder, a separate product needing no CRM Analytics license — use agentforce/einstein-prediction-builder. NOT for programmatic scoring through the Connect REST 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。

Configure Dynamic Forms (field and section visibility on Lightning record pages) and Dynamic Actions (button and action visibility rules) in Lightning App Builder — enabling Dynamic Forms, converting page layout fields with the Upgrade Now wizard, writing field visibility rules (field value, profile, permission, record type, device), and controlling action bar visibility. NOT for page layout design or record type assignment — use admin/record-types-and-page-layouts. NOT for a full layout-to-Dynamic-Forms migration across record types or profiles — use admin/dynamic-forms-migration. Keywords: flexipage, fieldInstance, fieldItem, uiBehavior, visibilityRule, booleanFilter, UiFormulaCriterion, actionOverrides, profileActionOverrides, page activation, org default page, App Builder Upgrade Now.

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 this skill when configuring object-specific quick actions or global actions in Salesforce: choosing between action types, editing action layouts, pre-filling fields with predefined values, and adding actions to Lightning page layouts or mobile navigation. Trigger keywords: quick action, global action, action layout, pre-fill fields, predefined values, Salesforce mobile actions. NOT for building an LWC that runs as a quick action — use lwc/lwc-quick-actions. NOT for converting Classic JavaScript or URL buttons — use admin/custom-button-to-action-migration. NOT for Dynamic Actions visibility rules on a Lightning record page — use admin/dynamic-forms-and-actions. Also covers the QuickAction metadata type: quickAction-meta.xml, quickActionLayout, fieldOverrides, targetObject, targetParentField, targetRecordType, flowDefinition, and the Layout platformActionList and quickActionList entries that place an action.

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 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 configuring grant tracking in a Salesforce nonprofit org: NPSP Outbound Funds Module (open-source outfunds managed package) or Nonprofit Cloud for Grantmaking (separate license). Trigger keywords: grant management, funding awards, disbursement tranches, grantmaking setup, OFM, FundingAward, FundingDisbursement, FundingAwardRequirement. NOT for recording donor gifts and receipts, use admin/gift-entry-and-processing. NOT for reporting program outcomes to a funder, use admin/program-outcome-tracking-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 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。

Specify a FlexCard before a developer opens Card Designer: the card-state set and the condition that selects each state, the data source type behind each card (DataRaptor, Integration Procedure, Apex remote, SOQL), the action menu users get (navigate, launch OmniScript, Apex, DataRaptor), and every embedded child FlexCard or custom LWC. Produces the artifacts a BA hands to the builder. Trigger keywords: FlexCard requirements, FlexCard BA, FlexCard layout design, FlexCard data sources, FlexCard actions, FlexCard card states, OmniStudio FlexCard scoping. NOT for building the card in Card Designer, NOT for OmniScript step and branching requirements (use admin/omniscript-flow-design-requirements), NOT for standard Lightning record-page component requirements.

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 this skill when configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow, Discovery Framework, Revenue Insights. NOT for wealth management process discovery — use admin/wealth-management-requirements. NOT for Action Plan template mechanics — use admin/fsc-action-plans.

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。

Dependent picklists in Salesforce: controlling field (picklist or checkbox), dependent picklist, valueSettings matrix in metadata, API behavior via SOAP/REST, LWC lightning-combobox with dependency. NOT for creating picklist fields or Global Value Sets and replacing retired values - use admin/picklist-and-value-sets. NOT for filtering picklist values per record type or layout - use admin/record-types-and-page-layouts. Keywords: controllingField, valueSettings, controllingFieldValue, valueName, checked/unchecked checkbox controller, RecordTypePicklistValue, isDependentPicklist, getController, validFor, controllerValues.

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 Experience Cloud site: selecting LWR vs Aura template, configuring branding and navigation, setting up a custom domain, and using Experience Builder. Trigger keywords: create new Experience Cloud site, LWR vs Aura template, set up community portal domain, Experience Builder page builder, branding sets, navigation menu configuration, Microsite LWR, Build Your Own LWR. NOT for coding LWR themes or custom components — use lwc/lwr-site-development. NOT for deploying a finished site to another org — use devops/experience-cloud-deployment-admin. Also covers the deployable metadata: Network, CustomSite, NavigationMenu, ExperienceBundle, DigitalExperienceBundle, urlPathPrefix, networkMemberGroups, emailSenderAddress, site status Live vs UnderConstruction.

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 to design, configure, and troubleshoot Salesforce Entitlement Management on Cases: entitlement processes, milestone definitions, recurrence types, milestone actions (success/warning/violation), business hours assignment, and entitlement templates. Covers the deployable EntitlementProcess / MilestoneType / EntitlementTemplate / EntitlementSettings metadata, signed timeLength time triggers, recurrenceType semantics, process versioning, and how a milestone actually completes. Trigger keywords: entitlement process, milestone, SLA timer, milestone tracker, first response SLA, time trigger, recursChained, CaseMilestone, EntitlementId, SlaProcess, stopped clock. NOT for SLA milestones on Field Service work orders — use admin/fsl-sla-configuration-requirements. NOT for time-based case escalation rules — use admin/escalation-rules. NOT for the business-hours calendar itself — use admin/business-hours-and-holidays.

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。