「xp」の検索結果

Use when designing, auditing, or simplifying Record Types and Page Layouts. Triggers: 'record type', 'page layout', 'different picklist values', 'different fields per team', 'dynamic forms', 'business process', 'recordTypeVisibilities', 'layoutAssignments', 'record type deploy failed', 'businessProcess required', 'layout assignment matrix'. NOT for layout explosion across many profiles — use admin/record-type-strategy-at-scale. NOT for sharing rules — use admin/sharing-and-visibility. NOT for FLS — use admin/permission-sets-vs-profiles.

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 learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary formulas, charts, dashboard components, dynamic dashboards, report subscriptions, and folder permissions. Triggers: 'how do I build a report', 'what report type should I use', 'set up a dashboard', 'joined report limits', 'bucket field vs formula', 'dynamic dashboard running user'. NOT for CRM Analytics (use crm-analytics-* skills). NOT for Einstein Discovery predictive analytics. NOT for troubleshooting missing report data caused by sharing model issues (use admin/reports-and-dashboards for that).

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, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects. Triggers: 'add guidance to stages', 'key fields on path', 'celebrate closed won', 'path not showing', 'configure path steps', 'confetti on stage change'. NOT for creating the stage picklist — use admin/opportunity-management. NOT for in-app prompts — use admin/in-app-guidance-and-walkthroughs. Metadata: PathAssistant, PathAssistantStep, PathAssistantSettings, pathAssistantEnabled, canOverrideAutoPathCollapseWithUserPref, runtime_sales_pathassistant:pathAssistant, picklistValueName, recordTypeName, BusinessProcess.

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。

Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams — one lane per actor, explicit decision points, parallel and exception/sad paths, and per-step automation-tier annotations that drive downstream build decisions. Trigger keywords: As-Is To-Be salesforce process, swim lane salesforce, business process map, automation candidate identification, sad path documentation, process actor mapping, manual residue. NOT for Opportunity stage and exit-criteria design — use admin/sales-process-mapping. NOT for picking Flow vs Apex for one requirement — use admin/process-automation-selection.

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 refactoring Salesforce access architecture around minimal profiles, permission sets, permission set groups, muting, and assignment governance. Triggers: 'profile sprawl', 'permission set strategy', 'PSG architecture', 'access bundle design', 'least privilege', 'how to slice permission sets', 'permission set naming convention', 'permission set license restriction', 'PSG status Outdated', 'permissionset-meta.xml'. NOT for PSG muting mechanics and recalculation order — use admin/permission-set-group-composition. NOT for record-sharing model design — use admin/sharing-and-visibility. NOT for time-boxing an assignment — use admin/permission-set-expiration.

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。

Public Sector Solutions (PSS) setup: licensing, permits, inspections, benefits, case management for government, citizen portals, and grant management. NOT for standard Service Cloud cases — use admin/case-management-setup. NOT for a plain portal site — use admin/experience-cloud-site-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。

Advanced Lightning App Builder usage: component visibility filters, custom page templates, Dynamic Forms, Dynamic Actions, page performance optimization, LWC targetConfig constraints on record pages. Use when building complex record pages or custom app templates. NOT for Dynamic Forms basics — use admin/dynamic-forms-and-actions. NOT for exposing an LWC via js-meta.xml targets — use lwc/lwc-app-builder-config.

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 formula fields. Triggers: 'formula field', 'cross-object formula', 'null handling', 'compile size', 'HYPERLINK', 'IMAGE', 'why is formula slow', 'formulaTreatBlanksAs', 'BlankAsZero', 'blank field handling', 'field-meta.xml formula', 'CustomField formula deploy', 'formula returns blank', 'formula field read-only on data load'. NOT for a formula field slowing a SOQL query or blocking an index — use apex/formula-field-performance-and-limits. NOT for Formula resources inside a Flow — use flow/flow-formula-and-expression-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 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 designing deployable Salesforce configuration with Custom Metadata Types, especially when choosing between CMTs, Custom Settings, and Custom Objects, protecting packaged defaults, or exposing config to Apex, Flow, and formulas. Triggers: 'custom metadata vs custom settings', 'deployable config', 'protected custom metadata', 'feature flags in Salesforce'. NOT for hierarchical Custom Settings resolution, getInstance/getValues, or their SOQL cost — use admin/custom-metadata-types-and-settings. NOT for high-churn transactional or user-managed business records — use admin/object-creation-and-design. NOT for secrets — use integration/named-credentials-setup. More trigger keywords: __mdt, CustomMetadata .md file, customMetadata folder, getInstance, getAll, xsi:type, visibility PackageProtected, MetadataRelationship, EntityDefinition field, $CustomMetadata.

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 governing the Chatter group lifecycle — creation policy, public/private/unlisted visibility decisions, group ownership transfer when owners leave, archived vs inactive vs deleted state changes, auto-archive behavior, naming conventions, group templates (Information Templates), and orphan-group cleanup after user terminations. Triggers: 'we have 800 dead chatter groups', 'group owner left the company who owns it now', 'should this group be public private or unlisted', 'when does a chatter group auto-archive', 'how do I delete vs archive a chatter group', 'we need a chatter group naming convention'. NOT for Chatter notification / digest / feed-noise tuning (use admin/chatter-notification-tuning), NOT for Chatter REST API integration patterns (use apex/apex-connect-api-chatter), NOT for Custom Notifications API (use apex/apex-custom-notifications-from-apex), NOT for Experience Cloud / Customer Community group access (different sharing 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 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。

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 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.

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 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.

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 monitoring, diagnosing, or managing Batch Apex, Scheduled Apex, Queueable, and Flow scheduled jobs: Setup > Apex Jobs, AsyncApexJob queries, concurrent limits, failure detection, and notification patterns. NOT for writing the Batch or Schedulable class itself — use apex/batch-apex-patterns or apex/apex-scheduled-jobs. NOT for BatchApexErrorEvent alerting in code — use apex/scheduled-apex-failure-detection-and-monitoring. Trigger keywords: Setup > Scheduled Jobs, Apex Flex Queue, CronTrigger, CronJobDetail, FlowInterview, System.abortJob, System.schedule, CRON expression, Holding status, BLOCKED state, reschedule after sandbox refresh, scheduled job runbook.

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 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.

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。

Convert the canonical markdown+JSON deliverable of any SfSkills runtime agent into Excel, PDF, CSV, Notion card, ServiceNow ticket, or similar downstream format without adding dependencies to the consumer's project. NOT for an Agentforce action's output — use agentforce/agent-actions. NOT for exporting Salesforce data — use integration/bulk-api-2-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。

Create, edit, and validate spell definitions (YAML/JSON) that compose connectors and step commands into end-to-end spells. Use when building new spell definitions, modifying existing ones, or exploring available spell 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。

Guided setup for sharing moflo's durable learnings through a git-tracked artifact — for a whole TEAM on one repo, OR for one person across several MACHINES (a team of one). Use when the user says "share learnings with my team", "commit our moflo memory", "sync memory across my laptop and desktop", "set up memory.team_artifact", "auto-export learnings on every PR", or "learnings.jsonl keeps conflicting". Installs a pre-commit hook so the artifact rides along in every commit. An existing learnings.jsonl moves to the conflict-free layout automatically. For many worktrees on ONE machine, use /memory-worktree.

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。

Structured multi-hop web research with explicit confidence gating — plan the inquiry, search (WebSearch/WebFetch), score your own confidence, and keep digging until the answer is well-supported or a hop cap is hit, then emit a cited synthesis. Learns across sessions by storing each research case to memory and reusing prior strategies. Use when a question needs more than one search — comparisons, current-best-practice questions, anything where a single lookup leaves you unsure.

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。

Adaptive learning for moflo agents via ReasoningBank: trajectory storage, verdict judgment, memory distillation, consolidation, and MMR retrieval. Use when building agents that should improve from experience across runs.

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。

Detects permission requests triggered at app launch or before meaningful user interaction, which violates Guideline 5.1.1(ii) requiring permissions to be requested only at the moment of need with contextual explanation.

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。