「esi」の検索結果

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 configuring or troubleshooting Salesforce Enterprise Territory Management (ETM): territory models, territory types, territory hierarchies, account assignment rules, opportunity territory assignment, and forecast by territory. Trigger keywords: territory model, territory hierarchy, ETM, assign accounts to territories, territory forecast, territory activation. NOT for choosing the coverage model first — use admin/territory-design-requirements. NOT for role hierarchy — use admin/sharing-and-visibility. NOT for Field Service ServiceTerritory — use admin/fsl-service-territory-setup. Trigger keywords: Territory2, Territory2Model, Territory2Rule, territory2Model-meta.xml, ObjectTerritory2Association, UserTerritory2Association, territory assignment rule, run assignment rules, territory access level, Manage Territories permission.

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, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance. Covers cleaning up duplicates that already exist at ordinary volume: merge sequencing, survivorship, stewardship ownership. Also covers the deployable MatchingRule / DuplicateRule metadata, the Alert-vs-Block action pair, DuplicateRecordSet reporting, and the Apex DMLOptions.DuplicateRuleHeader.allowSave bypass. Triggers: 'duplicate rule', 'matching rule', 'merge strategy', 'dedupe', 'survivorship', 'D&B', 'same contact twice', 'clean up duplicate records', 'clean up duplicate accounts', 'DUPLICATES_DETECTED', 'allowSave', 'FindDuplicates'. NOT for cleanup at volume — hundreds of thousands of records, batch merge jobs, DemandTools/Cloudingo — use data/large-scale-deduplication. NOT for which field values and child records the platform keeps in a merge - use data/record-merge-implications.

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。

Migrating standard Lightning Record Page layouts (Page Layouts on the Record Detail component) to Dynamic Forms — converting fields and sections to component-level placement, replacing record-type-driven layouts with field-visibility filters, retaining or replacing Quick Action layouts, planning custom-object vs standard-object rollout, and verifying field-level security and Reading View parity. NOT for Dynamic Forms initial setup (use admin/dynamic-forms-and-actions) or Lightning Record Page design from scratch (use admin/lightning-app-builder-advanced).

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 Data Cloud identity resolution rulesets — matching rules, reconciliation rules, unified profiles, and cross-device identity linking. Trigger keywords: identity resolution ruleset, unified individual, match rule, reconciliation rule, unified profile, cross-device identity, Data Cloud deduplication, cluster creation. NOT for CRM duplicate and matching rules — use admin/duplicate-management. NOT for overall Data Cloud layer and activation design — use architect/data-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。

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 when designing, reviewing, or troubleshooting Salesforce connected apps, External Client Apps, Named Credentials, External Credentials, and OAuth-based integration access. Triggers: 'connected app', 'OAuth flow', 'client credentials', 'JWT bearer', 'Named Credential', 'External Credential', 'integration user', 'IP restrictions', 'connectedApp-meta.xml', 'ExternalClientApplication', 'ExtlClntAppOauthSettings', 'isAdminApproved', 'refreshTokenPolicy', 'ipRelaxation', 'consumer key', 'consumer secret', 'permittedUsersPolicyType'. NOT for OAuth error codes you are already seeing — use admin/connected-app-troubleshooting. NOT for External Credential principal-type setup steps — use integration/named-credentials-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。

Custom Notification Types for desktop/mobile push alerts from Flow or Apex: type creation, target channels, Messaging.CustomNotification invocation, recipient limits, bulk notification patterns. NOT for choosing channels, consent, or notification-fatigue policy — use admin/custom-notification-type-design. NOT for email alerts — use admin/email-templates-and-alerts. Trigger keywords: notiftype, notificationtypes directory, customNotifTypeName, customNotificationAction, setNotificationTypeId, targetPageRef, NotificationTypeConfig.

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 troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQ__Subscription__c. NOT for designing the amendment/renewal architecture or swap pattern — use architect/subscription-management-architecture. NOT for amending or renewing contracts from Apex — use apex/cpq-api-and-automation. Also covers the standard Contract and Order objects underneath CPQ — Contract Status vs StatusCode, activation locking, EndDate auto-calculation, ContractSettings and OrderSettings, reduction orders, and renewal-reminder automation. Trigger keywords: Contract, ContractStatus, StatusCode, ActivatedDate, OwnerExpirationNotice, ContractTerm, EndDate, Order, OrderItem, reduction order, ContractSettings, OrderSettings, renewal reminder. NOT for Revenue Cloud or Subscription Management objects — use architect/revenue-cloud-architecture and architect/subscription-management-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 when creating, assigning, or checking custom permissions to control feature access beyond CRUD and FLS. Trigger keywords: 'custom permission', 'FeatureManagement.checkPermission', '$Permission global variable', 'feature gate', 'named access grant', 'beta feature flag', 'SetupEntityAccess', 'requiredPermission', 'who has this custom permission'. NOT for gating Apex service code and its tests — use apex/apex-custom-permissions-check. NOT for permission set design — use admin/permission-set-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 when gathering or evaluating requirements for a Salesforce Commerce Cloud digital storefront — branding strategy, content management approach, personalization, mobile experience, and accessibility compliance. Trigger keywords: SFRA branding, PWA Kit storefront, composable storefront, storefront accessibility, WCAG Commerce Cloud, overlay cartridge branding, mobile storefront, storefront personalization, content slots. NOT for building the site in Business Manager — use admin/b2c-commerce-store-setup. NOT for SCAPI design, Managed Runtime and caching strategy — use architect/headless-commerce-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 when configuring or troubleshooting Salesforce CPQ pricing: Price Rules, Price Conditions, Price Actions, Lookup Queries, Discount Schedules, Block Pricing, Percent of Total, and Contracted Prices. Trigger keywords: CPQ price rule, price action, discount schedule, block pricing, percent of total, contracted price, SBQQ__PriceRule__c, CPQ quote calculation engine, price waterfall. NOT for picking the pricing method — use admin/pricing-model-design. NOT for pricebook pricing without CPQ — use admin/products-and-pricebooks.

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, design, and maintain Calculated Insights in Data Cloud: SQL authoring, dimension and measure definition, scheduling, streaming insights. Trigger keywords: calculated insight, CI SQL, insight measure, insight dimension, streaming insight, insight schedule, Data Cloud metric, insight refresh. NOT for segment filters, audiences and activation - use admin/data-cloud-segmentation. NOT for ingestion, DLO to DMO mapping and identity resolution - use data/data-cloud-data-streams.

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。

Migrating Classic Custom Buttons (Detail Page Buttons, List Buttons, Mass Action Buttons) and JavaScript Buttons to Lightning Quick Actions, Screen Flow Actions, LWC Quick Actions, and headless Quick Actions. Covers JavaScript-button-to-action translation patterns (sforce.apex.execute → Apex action, navigation alerts → toast events, MassAction.update → record-collection processing), URL button translation, and the irreversible loss of Classic JavaScript button capability in Lightning. NOT for new Quick Action design (use admin/global-actions-and-quick-actions) or Lightning record page composition (use admin/lightning-app-builder-advanced).

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 choosing between Custom Metadata Types and Custom Settings, understanding hierarchical vs list settings, deployment behavior, governor limit implications, or accessing either from Apex and Flow. Trigger keywords: 'custom metadata vs custom settings', 'hierarchical settings per user profile', 'deployable config vs runtime settings', 'getValues getInstance in apex', 'flow get records custom settings'. NOT for modelling the CMT itself or protecting packaged defaults — use admin/custom-metadata-types. NOT for records users edit as business data — use admin/object-creation-and-design. NOT for secrets — use integration/named-credentials-setup. More trigger keywords: customSettingsType, customSettingsVisibility, SetupOwnerId, getOrgDefaults, getAll, DUPLICATE_VALUE in test, SeeAllData custom settings, enableAdvancedCSSecurity, customSettingAccesses, org default profile user override.

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 for Salesforce Order Management (OMS) tasks: order lifecycle, OrderSummary creation and status, FulfillmentOrder creation and routing, returns, exchanges, cancellations, and platform event subscriptions. Trigger keywords: order management, OrderSummary, FulfillmentOrder, ReturnOrder, ensure-funds, ensure-refunds, submit-cancel, submit-return, adjust-item-submit. NOT for split-order routing or Omnichannel Inventory design — use architect/order-management-architecture. NOT for loading historical orders — use data/commerce-order-history-migration.

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 custom field on any Salesforce object: choosing field type, setting API name, configuring Field-Level Security, adding to page layouts, and deploying. Triggers: 'add a field', 'new custom field', 'what field type should I use', 'FLS not working', 'field not showing on page layout'. NOT for creating the object itself - use admin/object-creation-and-design. NOT for formula field logic - use admin/formula-fields. NOT for picklist value set management - use admin/picklist-and-value-sets. Also covers: field-meta.xml, CustomField metadata, deleteConstraint, externalId, unique, precision and scale, relationshipOrder, writeRequiresMasterRead, fieldPermissions, package.xml for fields.

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 admins are reducing Chatter signal-to-noise across an org — covers org-level Chatter Email Settings, per-user Email Settings preferences, group-level email digest frequency (Daily / Weekly / Every post / Never), bell-icon Custom Notifications vs Chatter feed-post tradeoffs, automated-feed suppression on record types via Feed Tracking config, and the Chatter Settings org defaults that control whether new users start with everything-on. Triggers: 'chatter feed full of automated posts nobody reads', 'users complain about chatter email volume', 'turn off chatter notifications for a specific group', 'change default chatter digest frequency', 'stop process builder posts from filling the feed', 'NotificationFrequency invalid value', 'ChatterEmailsMD.settings will not deploy', 'custom notification recipient limit'. NOT for Custom Notifications API design (use apex/apex-custom-notifications-from-apex), NOT for Connect API / Chatter REST API integration patterns (use apex/apex-connect-api-chatter), NOT for Chatter group lifecycle, archiving, ownership and unlisted-group governance (use admin/chatter-group-governance).

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 troubleshooting the B2B/B2C Commerce product catalog — ProductCatalog, ProductCategory, ProductCategoryProduct, WebStoreCatalog, CommerceEntitlementPolicy, product attributes, and product variants. Trigger keywords: product catalog, product category, commerce catalog, entitlement policy, product variants, product attributes, catalog visibility. NOT for taxonomy, attribute strategy or category navigation design — use admin/commerce-catalog-strategy. NOT for search ranking, facets or index rebuilds — use apex/commerce-search-customization. NOT for CPQ catalogs.

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 troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating branded PDFs, or handling multi-language output. Triggers: 'CPQ quote template', 'SBQQ template', 'CPQ PDF', 'line columns', 'quote template sections', 'conditional section', 'CPQ quote document'. NOT for standard non-CPQ quote templates in Setup — use admin/quotes-and-quote-templates. NOT for a Visualforce-built quote PDF — use apex/quote-pdf-customization.

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。

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 when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection workflows, AML screening integration setup, audit trail configuration, and regulatory reporting readiness. Triggers: KYC form setup, AML integration configuration, compliance data collection, audit trail setup, regulatory documentation workflow, Field Audit Trail configuration, Setup Audit Trail, Event Monitoring, Discovery Framework, FSC KYC objects, Identity Document setup, Party Identity Verification. NOT for security implementation, NOT for designing AML/KYC architecture (use architect/aml-kyc-process-architecture), NOT for configuring who can access deal or client data (use admin/compliant-data-sharing-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。