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Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose. Triggers: 'Developer sandbox', 'Developer Pro', 'Partial Copy', 'Full sandbox', 'sandbox refresh', 'data masking', 'test environment', 'Gov Cloud sandbox'. NOT for how many environments a program needs and how they map to branches - use devops/environment-strategy. NOT for re-seeding reference data after a refresh - use data/sandbox-refresh-data-strategies. Also covers: SandboxPostCopy Apex class, SandboxInfo and SandboxProcess Tooling API, SandboxSettings metadata, sandbox topology table, refresh calendar.

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, 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 a report or dashboard is slow, timing out, hitting row limits, or consuming excessive system resources on large-volume objects — covers selective filter strategy, custom report type optimization, async report execution via Analytics API, dashboard refresh scheduling, and grouping/aggregation tuning. Triggers: 'report times out', 'report is slow', 'dashboard not refreshing', 'report row limit hit', 'too many report results'. NOT for CRM Analytics / Tableau CRM performance (separate skill). NOT for sharing-model or visibility issues causing missing rows (use admin/sharing-and-visibility). NOT for building or designing reports from scratch (use admin/reports-and-dashboards-fundamentals).

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 and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories into the inspection view, Days in Stage and other deal-change metrics, and pipeline review cadence for sales managers. Use when designing or improving how a team monitors deal health and pipeline movement. NOT for the Revenue Intelligence app, Einstein deal insights, or forecast-accuracy dashboards — use admin/revenue-intelligence-setup. NOT for forecast types, quotas, or forecast hierarchy setup — use admin/collaborative-forecasts. Keywords: pipeline review, coverage ratio, stage conversion, slippage, stale deals, days in stage, LastStageChangeInDays, LastStageChangeDate, AgeInDays, PushCount, ForecastCategoryName, enablePipelineInspection, PipelineInspMetricConfig, OpportunitySettings, review cadence, commit 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。

Use when designing or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote to Synced Quote to Approval Process to Quote PDF to Order creation. Trigger keywords: quote approval, discount policy, quote PDF limits, order from quote, quote sync, quote template. NOT for CPQ pricing rules or discount schedules — use admin/cpq-pricing-rules. NOT for building the quote template itself — use admin/quotes-and-quote-templates.

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 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。

Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management. Triggers: 'create a survey', 'NPS score', 'survey invitation', 'survey response report', 'customer feedback form', 'guest user survey access', 'SurveyInvitation', 'SurveySubject', 'SurveySettings', 'sendSurveyInvitation', 'survey not linked to case', 'deploy a survey between orgs'. NOT for choosing between CSAT, NPS, and CES as your CX metric — use architect/customer-effort-scoring. NOT for third-party survey tools like SurveyMonkey or Qualtrics.

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 requirements for a customer portal, partner community, or self-service Experience Cloud site. Triggers: 'gathering requirements for customer portal', 'planning Experience Cloud site', 'what license for community portal', 'portal user journey mapping', 'self-service requirements'. NOT for building the site in Experience Builder — use admin/experience-cloud-site-setup. NOT for designing the deal-registration and MDF processes themselves — use admin/partner-community-requirements. More trigger keywords: portal persona licence matrix, which Experience Cloud licence do these requirements imply, external user needs a Contact and Account, sharing set vs sharing rule for a portal, self-registration vs SSO for a portal, portal requirements catalogue, handoff to 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。

Use when designing or maintaining the role hierarchy as a record-access mechanism. Trigger keywords: role hierarchy, manager cannot see subordinate records, grant access using hierarchies, role reparenting, portal role, how deep should the role hierarchy be, design the role hierarchy. NOT for territory models - use admin/enterprise-territory-management. NOT for rule-based grants - use admin/sharing-rules. NOT for the overall model - 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 designing or refactoring record types across objects with many profiles, business processes, or picklist variations. Covers layout assignment explosion, Dynamic Forms migration, and record type ID portability. NOT for basic record type setup or page layout assignment — use admin/record-types-and-page-layouts. NOT for converting one page layout to Dynamic Forms — use admin/dynamic-forms-migration. Trigger keywords: record type consolidation, layout assignment matrix, recordTypeVisibilities, layoutAssignments, Master record type default, bulk RecordTypeId migration, record type audit, RecordType wildcard package.xml.

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。

Configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) - program delivery, cohort setup, service scheduling, service delivery recording, and attendance tracking for beneficiaries. Trigger keywords: program management module, PMM, Program__c, ProgramEngagement__c, ServiceDelivery__c, cohort setup, bulk service delivery, service schedule, service participant. NOT for designing which outcomes and indicators to measure - use admin/program-outcome-tracking-design. NOT for NPSP donor, household and giving-rollup data - use data/nonprofit-data-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 Marketing Cloud Engagement (formerly ExactTarget): business units, user roles, sender profiles, delivery profiles, send classifications, and account-level settings. NOT for MCAE / Account Engagement (Pardot) setup — use admin/mcae-pardot-setup. NOT for designing a multi-brand parent/child BU hierarchy — use architect/multi-bu-marketing-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。

Designing Lookup vs Master-Detail vs Hierarchical vs External relationships: cascade delete, roll-up summaries, ownership, sharing implications, polymorphic lookups, junction objects, relationship depth limits. NOT for restricting which records a lookup can pick — use admin/lookup-filter-cross-object-patterns. NOT for a roll-up across a plain lookup — use data/roll-up-summary-alternatives.

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 reviewing list views, compact layouts, highlights panels, and search-result presentation so users can scan, find, and act on records quickly across desktop and mobile. Covers the deployable ListView, CompactLayout, SearchLayouts and ProfileSearchLayouts metadata: filterScope, booleanFilter, sharedTo, compactLayoutAssignment, and the package.xml shapes for each. Triggers: 'too many list views', 'compact layout not showing the right fields', 'search layouts vs list views', 'mobile highlights panel', 'list view missing after sandbox refresh', 'deploy a list view between orgs', 'list view column deployed blank', 'compact layout deploy failed', 'compact layout was named in package.xml but was not found in zipped directory'. NOT for page layouts or record types — use admin/record-types-and-page-layouts. NOT for Dynamic Forms — use admin/dynamic-forms-and-actions.

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 this skill when designing lead nurture journeys in MCAE (Account Engagement / Pardot) Engagement Studio — mapping content to funnel stages (Awareness, Consideration, Decision), behavioral trigger rules, branching program paths, and MQL handoff criteria to Sales. NOT for building a journey in Marketing Cloud Journey Builder — use admin/journey-builder-administration. NOT for the scoring and grading model behind MQL — use admin/mcae-lead-scoring-and-grading.

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 setting up, configuring, or managing Salesforce Lightning Knowledge — enabling the feature, designing record types on Knowledge__kav, configuring Data Categories for organization and visibility control, setting up publishing workflows, and layering approval processes. Trigger keywords: Lightning Knowledge setup, Knowledge article record types, Data Category visibility, Knowledge publishing workflow, Knowledge__kav configuration. NOT for converting Classic Article Types to Lightning — use admin/knowledge-classic-to-lightning. NOT for bulk-loading articles from an external help center — use data/knowledge-article-import. NOT for sizing the taxonomy itself (how many groups, how deep) — use architect/knowledge-taxonomy-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 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。

Configure Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog, TM Forum-aligned order decomposition setup, Account record-type segmentation, contract lifecycle activation. NOT for designing the commercial-to-technical order process itself - use admin/industries-process-design. NOT for calling TM Forum Open APIs (TMF622, TMF679) - use omnistudio/industries-api-extensions.

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 In-App Guidance: floating, docked, and targeted prompts, multi-step walkthroughs, audience targeting, scheduling, and adoption analytics. Use when designing user onboarding or feature adoption programs in Lightning Experience. Covers the Prompt metadata type, promptVersions, displayType, uiFormulaRule, stepNumber, isPublished, PromptAction and PromptError. NOT for guidance on a record's Path — use admin/path-and-guidance. NOT for adoption and training — use admin/change-management-and-training.

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 HIPAA-compliant workflow requirements for Health Cloud: minimum necessary access design, audit trail requirements mapping, access control patterns, and BAA dependency identification. NOT for org-level HIPAA architecture or Shield encryption configuration — use architect/hipaa-compliance-architecture. NOT for care team and SDOH process design — use admin/care-coordination-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 this skill when configuring, applying, or troubleshooting NPSP Engagement Plans — the framework that automatically generates standard Salesforce Task records on a timed schedule to guide donor stewardship and constituent outreach. Trigger keywords: engagement plan, donor stewardship tasks, NPSP task automation, engagement template, major donor follow-up. NOT for designing the cultivation and stewardship stages — use admin/fundraising-process-mapping. NOT for recording and receipting gifts — use admin/gift-entry-and-processing.

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。