1.3万 件 ・ 関連度順
概要と使いどころ
Configure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and interpret the Upcoming Installments UI. NOT for NPSP object and field reference — use data/npsp-data-model. NOT for payment gateways — use architect/fundraising-integration-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 designing, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object chain from SBQQ__Quote__c through Contract to blng__Invoice__c, approval routing via Advanced Approvals (sbaa__), billing schedule generation, and order activation. Trigger keywords: CPQ quote, SBQQ, revenue cloud billing, Advanced Approvals, subscription, blng invoice, contract pivot. NOT for quote-to-cash on standard Sales Cloud objects — use admin/quote-to-cash-requirements. NOT for setting up SBAA approval rules and chains — use admin/cpq-approval-workflows.
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 Lightning record page, home page, or app page is slow to load or render — covers Experienced Page Time (EPT) analysis, component count reduction, progressive disclosure via tabs and conditional rendering, Lightning Experience Insights diagnostics, and DOM/XHR minimization strategies. Triggers: 'Lightning page is slow', 'EPT is high', 'record page takes too long to load', 'too many components on page', 'Lightning Experience Insights shows slow page', 'how to optimize Lightning page performance'. NOT for Visualforce page performance (separate concern). NOT for Apex or SOQL query optimization (use apex/apex-cpu-and-heap-optimization or data/soql-query-optimization). NOT for report or dashboard performance (use admin/report-performance-tuning).
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 or documenting a lead scoring model in Salesforce Sales Cloud or Account Engagement: qualifying criteria, MQL/SQL threshold definitions, scoring dimensions (demographic, firmographic, behavioral), and sales handoff SLA. NOT for configuring the scoring, grading, and automation rules in Account Engagement — use admin/mcae-lead-scoring-and-grading. NOT for the whole marketing program's lifecycle stages and platform scope — use admin/marketing-automation-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 designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management decomposition, and utility service request workflows. Trigger keywords: FNOL process design, claims OmniScript customization, Industries order decomposition workflow, utility service order design, insurance claim lifecycle stages, telecom commercial-to-technical order flow. NOT for the Industries object model — use architect/industries-data-model. NOT for Insurance Cloud licensing and policy architecture — use architect/insurance-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 this skill when configuring MCAE (Account Engagement / Pardot) lead scoring models, grading profiles, score decay rules, or automation rules that fire on score/grade thresholds. Covers: scoring point values per activity, score decay for inactivity, Profiles for fit grading, combined MQL definitions (Score + Grade), and automation rules vs completion actions. NOT for defining the MQL model before build — use admin/lead-scoring-requirements. NOT for Engagement Studio nurture programs — use admin/lead-nurture-journey-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。
Design or repair lookup filters that constrain a child lookup using fields from the parent record (or a sibling record on the same object). Triggers: 'limit lookup based on another field', 'cross-object lookup filter', 'lookup filter $Source vs $User', 'lookupFilter block in field-meta.xml', 'booleanFilter with three filterItems', 'picker still shows every record after deploy', 'lookup filter error message not translated'. NOT for choosing lookup vs master-detail - use admin/lookup-and-relationship-design. NOT for duplicate matching rule criteria - use admin/duplicate-management. NOT for the rest of the CustomField element set - use admin/custom-field-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 gathering, documenting, or validating requirements for a Salesforce marketing automation program — covering MCAE (Account Engagement / Pardot) lifecycle stages, MQL/SQL threshold definitions, scoring model specifications (sources, weights, decay, ceiling), handoff notification design, CRM field updates on status change, and sales SLA. Trigger keywords: MQL criteria, marketing-to-sales handoff, lead lifecycle, scoring requirements, automation program requirements, Marketing Cloud Automation Studio scope. NOT for building the scoring and grading rules in MCAE — use admin/mcae-lead-scoring-and-grading. NOT for a Sales-Cloud composite score built from formula fields — use admin/lead-scoring-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 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 this skill to configure and manage Field Service Lightning workforce capacity — covering ServiceResourceCapacity for individual resource caps, WorkCapacityLimit for territory-level demand throttling, and reporting strategies for capacity vs. utilization analysis. NOT for resource skills, certifications, or preference setup — use admin/fsl-resource-management. NOT for work rules and service objectives — use admin/fsl-scheduling-policies. NOT for Omni-Channel agent capacity — use architect/omni-channel-capacity-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 to configure Field Service Lightning service resources — including ServiceResource types, skill assignments via ServiceResourceSkill, capacity-based resource setup, and ResourcePreference rules. NOT for territory-level WorkCapacityLimit throttling or capacity-vs-utilization reporting — use admin/fsl-capacity-planning. NOT for service territory setup — use admin/fsl-service-territory-setup. NOT for work rules and service objectives — use admin/fsl-scheduling-policies.
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 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 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 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。
Design the engagement model for an Experience Cloud community: reputation levels, ideation, and content contribution strategy. Triggers: 'community engagement strategy', 'gamification Experience Cloud', 'reputation levels setup', 'ideation community portal', 'member recognition program'. NOT for blocking, flagging or approving what members post — use admin/experience-cloud-moderation. NOT for measuring logins, page views or engagement after launch — use data/community-analytics-data. Also covers: the Network reputation elements that carry the ladder (enableReputation, reputationLevels/level/label/lowerThreshold, reputationPointsRules/pointsRule/eventType/points), the 16 documented reputation eventType values and their default points, ManagedTopics / ManagedTopic (Navigational vs Featured, position 0-24), NetworkMember.ReputationPoints seeding, and why FeedItem cannot carry the engagement dashboard.
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 defining clinical data model requirements for Health Cloud: HL7/FHIR data mapping, interoperability requirements, FHIR R4-aligned object activation, CodeableConcept constraints, and middleware translation requirements. NOT for the field-level mapping work itself — use data/fhir-data-mapping. NOT for choosing legacy HC24__ EHR objects vs standard clinical objects — use data/health-cloud-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。
Troubleshooting Connected App OAuth flows — IP relaxation vs IP restriction, refresh token policy traps (default kills the connection on first refresh), session-revocation semantics, the OAuth error-code catalog (`invalid_grant`, `invalid_client_id`, `unsupported_grant_type`), per-user vs admin-pre-approved flows, and the user-policy check (Connected App must be assigned to the user via profile / permset). Covers the Login History debug trail. NOT for designing the OAuth flow itself — use integration/oauth-flows-and-connected-apps. NOT for a SAML / SSO login failure — use security/sso-saml-troubleshooting. Trigger keywords: 'invalid_grant', 'OAUTH_APP_BLOCKED', 'redirect_uri_mismatch', 'LoginHistory Status', 'LoginSubType', 'OauthRefreshToken', 'ForwardedForIp', 'SetupAuditTrail connected app', 'refreshTokenPolicy zero', 'isSecretRequiredForRefreshToken', 'works once then fails', 'diagnosis record'.
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 planning user adoption, structuring Salesforce training materials, drafting release communications, or running a change impact assessment for a Salesforce rollout or update. Triggers: user adoption plan, training materials, release announcement, change impact, go-live communication, communication plan, training plan by persona, adoption metrics, LoginHistory adoption report, PromptAction, training sandbox, go-live checklist, post-go-live feedback, super user program, pilot group. NOT for org deployment mechanics or sandbox promotion — use admin/change-management-and-deployment. NOT for adoption of an Agentforce or Einstein AI feature — use admin/ai-adoption-change-management. NOT for configuring the in-app prompts themselves — use admin/in-app-guidance-and-walkthroughs.
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 the outbound Send Email quick action in Lightning Case Feed — creating the action in Setup on Case (Action Type = Send Email), attaching a default Custom email template, setting predefined To/CC/BCC values, wiring QuickAction.QuickActionDefaultsHandler Apex defaults, respecting the Lightning Experience 10-file / 25 MB attachment limits, and letting agents move an email to a different case. Trigger keywords: Send Email quick action, case email composer, Email action missing from Case Feed, Don't Apply Template Subject, QuickActionDefaultsHandler, SendEmailQuickActionDefaults, move email to another case. NOT for Email-to-Case inbound routing, routing addresses, or thread-ID matching (use admin/email-to-case-configuration), NOT for authoring or migrating the templates themselves (use admin/email-templates-and-alerts and admin/classic-email-template-migration), and NOT for Apex Messaging.SingleEmailMessage sends outside Case Feed.
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 writing or auditing the conversational copy layer of a Salesforce bot or Agentforce agent: utterance authoring strategy, fallback message copy, escalation-criteria phrasing, and persona-consistent dialog scripting across channels. NOT for designing the bot dialog structure, intent model, or handoff architecture — use architect/einstein-bot-architecture. NOT for encoding agent tone in Agentforce system instructions — use agentforce/agentforce-persona-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 writing test-first, behavior-driven acceptance criteria in Given/When/Then format for a Salesforce user story. Covers happy path, edge cases, negative paths, permission boundaries, and data-state preconditions so the AC block can drive UAT scripts and Apex test design downstream. Trigger keywords: given when then, gherkin, behavior driven AC, test first acceptance criteria, scenario outline, BDD acceptance criteria. NOT for the user-story format itself (use admin/user-story-writing-for-salesforce). NOT for UAT script writing (use admin/uat-test-case-design). NOT for Apex test method generation (use agents/test-class-generator). NOT for high-level UAT planning (use admin/uat-and-acceptance-criteria). More triggers: acceptance criteria record, ac_id, req_id on a criterion, artefact under test, negative case for a rule-type requirement, no-match fall-through criterion, oracle for a Then clause, test type apex flow manual, criteria linter, check_ac_format.py, --manifest-dir.
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。
Schedule a moflo spell to run on the local machine via the moflo daemon (cron, interval, or one-time). Use when the user wants to schedule, automate, or recurringly run one of THEIR spells locally — e.g. "schedule the oap spell every hour", "run my audit spell every weekday at 9am", "fire X once tomorrow morning". This is the LOCAL daemon path. For remote Anthropic-cloud agents, use /schedule instead.
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。