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概要と使いどころ
Guide annuity and life-insurance sales workflows—discovery, suitability, product selection, objections, closing, and servicing—when supporting licensed insurance sales conversations or deliverables.
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。
Revenue reconnaissance — audit current sales pipeline, deal patterns, ICP definition, and revenue motion to understand what's working and where the constraint is. Use when asked to "audit our sales", "where is revenue stuck", "what's our pipeline state", "before designing a playbook".
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 audit B2B sales pipeline — define stage names, entry/exit criteria, qualification standards, and CRM field requirements. Use when asked to "design our pipeline", "audit our CRM stages", "define what qualified means", or "build a sales process".
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。
Write sales playbooks — outbound sequences, discovery call guides, objection handling scripts, and demo frameworks. Use when asked to "write a sales playbook", "build an outbound sequence", "help me handle objections", or "design a discovery call".
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。
Analyze sales-call transcripts to extract why deals are won and lost across six dimensions — product, messaging, GTM/sales, pricing, competition, and customer context. Produces aggregated patterns with verbatim buyer quotes, frequencies, and recommendations. Writes to marketing/win-loss/win-loss.md as the evidence base under positioning, messaging, and ICP. Triggers - "win loss analysis", "why are we losing deals", "why do we win", "analyze sales calls", "churn analysis", "deal review"
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。
Creates B2B sales narrative decks using April Dunford's methodology. Outputs slide-by-slide Markdown outline plus optional PPTX generation. For external sales prospects.
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。
Expert VSL (Video Sales Letter) and product marketing video storyboard writer. Use when creating sales videos, product demos, explainer videos, social media video content, or marketing video scripts. Use when asked to "write a video script", "create a VSL", "storyboard a sales video", or "script a product demo". Produces storyboard scripts optimized for handoff to motion designer and Remotion video production.
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。
Evaluates sales efficiency with CAC payback, sales cycle analysis, channel economics, and pipeline conversion metrics. Use when assessing GTM efficiency, analyzing sales productivity, or evaluating distribution strategy.
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 B2B SaaS product needs upstream positioning or messaging clarity — defining who it's for, the category, competitive alternatives, differentiation, value props, strategic narrative, or a messaging hierarchy. Triggers include "my messaging isn't working," "we sound like everyone else," repositioning, or auditing an existing positioning doc. Use before homepage, deck, or sales-narrative work. Not for writing the final copy (use copywriter-skill) or running the sales process (use sales-skill).
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 advertising sales strategies. TRIGGERS - Use when user needs help with advertising-sales-strategy related tasks.
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。
Analyze sales pipeline, historical revenue, conversion rates, and assumptions to produce forecast scenarios. Use for sales reviews, RevOps planning, and founder revenue forecasting.
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。
Product-led growth and customer-base growth for B2B SaaS. Use this skill for self-serve funnel work (activation, time-to-value, free trial vs freemium, PQL definition, in-product upgrade moments, sales-assist triggers), for the self-guided interactive product demo that runs in front of the login wall (demo portfolio and flow design, gated vs ungated policy, demo seed data and privacy, keeping a published demo in sync with the shipping product, step-level demo analytics), and for growing revenue from existing customers (adoption, expansion, churn-save, the self-serve cancel flow and failed-payment recovery, renewal marketing, net revenue retention, and champion tracking: watching the people who bought and used you at each customer, confirming a job change from evidence, and running both plays a move fires, the seat they left and the account they joined). Also triggers on: PLG, product-led growth, activation, aha moment, time to value, free trial, freemium, PQL, product qualified lead, onboarding, self-serve, customer marketing, expansion revenue, upsell, cross-sell, churn, retention, NRR, renewal, cancel flow, cancellation flow, save offer, exit survey, pause subscription, dunning, failed payment recovery, involuntary churn, people keep canceling, champion tracking, job change signals, job change alerts, our champion left, our champion changed jobs, customer alumni, former customers who moved to a new company, interactive demo, self-guided demo, product tour, click-through demo, demo automation, demo library, should our demo be gated, ungated demo, demo without a sales call, our demo is out of date, demo shows the old UI, put a demo on our homepage, demo completion rate, demo drop-off, try before you talk to sales.
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 task needs the judgment of an Advertising Sales Agent — pricing an ad-inventory package against a client budget, building a media-kit pitch, protecting yield on scarce inventory while moving remnant, or forecasting close rate on a sales pipeline. Sell-side: this role sells a publisher's or station's own ad space/time to advertisers, the opposite side of the table from a buyer-side advertising-promotions-manager who purchases media on a client's behalf.
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。
Structure and prepare for a sales discovery call. Use when the user says "prep for discovery call", "discovery call questions", "how to structure my discovery call", "first call with a prospect", "what to ask on a discovery call", "sales call prep", "plan my discovery call", "initial call framework", or wants to prepare for or debrief a first sales conversation.
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。
Write a compelling sales proposal. Use when the user says "write a sales proposal", "put together a proposal", "draft a proposal for this prospect", "create a business case", "write up our recommendation", "how to structure a proposal", "proposal template", "executive summary for a deal", or wants to create a written document that moves a prospect toward a 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 writing acceptance criteria for Salesforce features, structuring UAT test scripts from user stories, classifying defects found during UAT, or planning regression testing before a Salesforce release. Trigger keywords: UAT, user acceptance testing, test script, acceptance criteria, defect classification, regression testing, test plan, test case. NOT for Given/When/Then AC syntax — use admin/acceptance-criteria-given-when-then. NOT for the per-case field schema and AC-to-case decomposition — use admin/uat-test-case-design. NOT for automated Flow or Apex test coverage — use flow/flow-testing. Also covers: UAT plan record, sandbox selection for UAT, pre-UAT environment checklist, sandbox email deliverability for testers, test-user personas, negative and bulk coverage, defect triage categories, go/no-go sign-off, quick-deploy window.
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 create, deactivate, freeze, or manage Salesforce users, assign user licenses and feature licenses, configure profiles and roles, set login hours and IP restrictions, and set up delegated administration. Triggers: 'add a new user in Salesforce', 'create a user and assign a licence', adding a new user, deactivating a departing employee, license assignment, freezing a user account, delegated admin setup. NOT for designing the permission set / PSG model — use admin/permission-set-architecture. NOT for who can see which records — use admin/sharing-and-visibility. Also covers: bulk user loads by CSV, Bulk API 2.0 upsert on Username, the UserLogin freeze object, licence and permission-set-licence reclamation, Role metadata deployment, and the offboarding checklist as SOQL.
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 authoring INVEST-compliant Salesforce user stories from gathered requirements: shaping the As-A/I-Want/So-That stem, writing Given-When-Then acceptance criteria, sizing complexity (S/M/L/XL), splitting stories that are too large for a sprint, and emitting handoff metadata that names the next downstream agent. Trigger keywords: user story, INVEST, story splitting, story sizing, As-A I-Want So-That, story handoff, recommended_agents, backlog item shape. NOT for requirements elicitation or stakeholder interviews (use admin/requirements-gathering-for-sf). NOT for the Given-When-Then technique itself in depth (use admin/acceptance-criteria-given-when-then). NOT for UAT test case design (use admin/uat-test-case-design). NOT for backlog prioritization (use admin/moscow-prioritization-for-sf-backlog).
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 Slack-specific Agentforce capabilities AFTER the basic Slack deployment is complete: enabling Slack-native actions, managing public vs. private action scope, mapping Salesforce-to-Slack user identity, or troubleshooting Slack action failures. Triggers: 'add General Slack Actions topic to agent', 'configure canvas creation for Agentforce in Slack', 'Agentforce private action requires user identity mapping', 'Slack agent cannot send DMs after deployment', 'Agentforce Look Up User action not working in Slack', 'how to map Slack users to Salesforce identities for private actions'. NOT for the initial Slack OAuth install, DM vs channel-mention mode, or core agent setup — use agentforce/agent-channel-deployment. NOT for sending a Slack message or creating a channel from a Flow — use flow/flow-for-slack.
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。
Distinguish the six real reasons a Salesforce query can 'fail', and the protocol for diagnosing before declaring: object doesn't exist, not queryable in edition, permission-denied, field-level errors, namespace prefix missing, API version mismatch. NOT for one object's own query restrictions, required filters or row caps - use apex/soql-object-limits-and-restrictions. NOT for a query that works but is slow - use data/soql-query-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。
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。
Use when configuring Workflow-based Outbound Messages to push SOAP payloads to external endpoints — endpoint setup, field selection, retry behavior, and delivery monitoring. NOT for the listener's session ID callback into Salesforce — use integration/outbound-messages-and-callbacks. NOT for JSON webhooks or Flow-triggered pushes — use integration/outbound-webhook-from-salesforce. Keywords: WorkflowOutboundMessage, outboundMessages, endpointUrl, includeSessionId, integrationUser, useDeadLetterQueue, apiVersion, SOAP Ack, .workflow file, approval outbound message 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 when configuring the Salesforce product catalog and pricing structure: creating Product2 records, setting up Standard and custom Pricebooks, managing PricebookEntry junction records, enabling multi-currency pricing, configuring Product Schedules (Revenue and Quantity), or troubleshooting incorrect prices on Opportunity line items and Quotes. Triggers: 'add product to pricebook', 'pricebook entry', 'standard pricebook', 'product catalog', 'multi-currency product pricing', 'product schedule', 'revenue schedule', 'quantity schedule', 'deactivate product'. NOT for bulk catalog loads — use data/product-catalog-data-model. NOT for CPQ bundles and product rules — use admin/cpq-product-catalog-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 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。