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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 this skill to create, configure, or tune Field Service Lightning scheduling policies — including work rules (pass/fail filters) and service objectives (weighted ranking criteria). Covers the four default policies, custom policy design, work rule type selection, and objective weighting strategy. NOT for running or tuning the Optimizer itself — use admin/fsl-scheduling-optimization-design. NOT for resource skills and preferences — use admin/fsl-resource-management. NOT for resource capacity records — use admin/fsl-capacity-planning.

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, troubleshooting, or reviewing FSL Mobile worker workflows — job lifecycle management, offline data capture, customer signature collection, parts consumption, and geolocation-triggered status transitions. Trigger keywords: FSL mobile, field service mobile workflow, offline job lifecycle, technician mobile, service appointment status, briefcase priming, parts consumption mobile, signature capture FSL. NOT for installing, branding, or extending the mobile app itself — use admin/fsl-mobile-app-setup. NOT for offline priming limits and sync conflict resolution — use architect/fsl-offline-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 designing, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence, onboarding checklist, review prep tasks. NOT for designing the onboarding process itself — use admin/client-onboarding-design. NOT for Health Cloud care plan templates — use admin/care-plan-configuration.

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, extending, or troubleshooting the Salesforce Field Service (FSL) Mobile app for field technicians — including offline priming strategy, app extensions, deep linking, and custom branding. Trigger keywords: FSL mobile, Field Service mobile app, offline priming, mobile extension toolkit, app extensions for field service. NOT for coding the LWC quick action or offline extension itself — use apex/fsl-mobile-app-extensions. NOT for technician job lifecycle, signature capture, or parts consumption — use admin/fsl-mobile-workflow-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。

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 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 a practitioner needs to classify the risk level of an upcoming Salesforce deployment, define rollback trigger conditions, or assign decision authority before the release window opens. Triggers: 'how risky is this release', 'what needs rollback planning', 'classify deployment risk', 'pre-deployment risk checklist', 'rollback decision authority', 'high risk metadata types'. NOT for executing the deployment itself, writing CI/CD pipeline code, or troubleshooting failures after a deployment has already run — use admin/change-management-and-deployment for execution planning and devops/deployment-error-troubleshooting for post-failure diagnosis.

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, reviewing, or troubleshooting Salesforce data imports, migrations, and bulk updates. Triggers: 'Data Loader', 'Data Import Wizard', 'Bulk API', 'upsert', 'cutover', 'load failed', 'reconcile data'. NOT for sequencing a whole multi-object migration with automation bypass and rollback — use data/data-migration-planning. NOT for choosing the upsert key itself — use data/external-id-strategy. Also triggers on 'process-conf.xml', 'sdl mapping file', 'sfdc.loadBatchSize', 'insert null values', 'insertNulls', '#N/A', 'serial mode', 'hard delete', 'assignmentRuleId', 'lineEnding', 'unprocessedrecords', 'failedResults', 'load order'.

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 the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint, welcome journey, intake process design. NOT for configuring the Action Plan template itself — use admin/fsc-action-plans. NOT for OmniScript screen and branching requirements — use admin/omniscript-flow-design-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 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。

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 this skill when designing a product catalog taxonomy, planning attribute strategy, or determining search and navigation structure for a B2B or B2C/D2C Commerce store. Triggers on: taxonomy design questions, attribute planning, search index strategy, category navigation structure, or merchandising hierarchy decisions. NOT for wiring the catalog itself — WebStoreCatalog, entitlement policies, product assignment — use admin/commerce-product-catalog. NOT for configuring searchable or facetable attributes, sort rules and index rebuilds — use apex/commerce-search-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。

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 configuring delegated administration to allow non-system-admin users to manage specific user groups, reset passwords, assign permission sets, or administer custom objects. Covers the DelegateGroup metadata type (delegateGroups/*.delegateGroup-meta.xml), its roles / profiles / permissionSets / permissionSetGroups / groups / customObjects / loginAccess fields, delegate-group log-in-as, and the deploy and review path for them. NOT for creating, deactivating or licensing users yourself — use admin/user-management. NOT for auto-assigning permission sets from user attributes — use admin/user-access-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。

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。

Author the Salesforce Configuration Workbook — the structured, reviewable handoff document an admin uses to execute a feature across Objects/Fields, Page Layouts, Profiles/PSGs, Sharing, Validation, Automation, List Views, Reports, Integrations, and Data. Triggers: 'salesforce configuration workbook', 'admin handoff document', 'implementation workbook'. NOT for object design itself (use admin/custom-field-creation, admin/lookup-and-relationship-design, agents/object-designer/AGENT.md), NOT for permission set design (use admin/permission-set-architecture, agents/permission-set-architect/AGENT.md), NOT for Flow construction (use skills/flow/* and agents/flow-builder/AGENT.md), and NOT for the deployment manifest (use skills/devops/metadata-api-retrieve-deploy). More triggers: workbook row schema, recommended_agent, recommended_skills, row_id, source_req_id, RTM linkage block, not-in-scope-this-release, descope ledger, version-lock the workbook, check_workbook.py.

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。

Consumer Goods Cloud setup: visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, image recognition. NOT for territory planning and route optimization for sales reps - use integration/salesforce-maps-setup. NOT for B2B Commerce storefronts - use admin/b2b-commerce-store-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。

Router for the 34 SfSkills `omnistudio` skill packages. OmniStudio: OmniScripts, FlexCards, DataRaptors, Integration Procedures, Business Rules Engine and DataPack deployment. Use when the request mentions OmniStudio, OmniScript, FlexCard, DataRaptor, Integration Procedure, Business Rules Engine, calculation procedure, DataPack, Vlocity. 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 to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built. Trigger keywords: KPI definition CRM Analytics, analytics metric design, analytics target attainment, CRM Analytics measures vs dimensions, analytics benchmark. NOT for laying out the dashboard or lens itself — use admin/analytics-dashboard-design. NOT for scoping data sources, audiences, and drill-down paths — use admin/analytics-requirements-gathering.

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。

Programmatically driving Salesforce Approval Processes from Apex — `Approval.process(ProcessSubmitRequest)` to submit, `ProcessWorkitemRequest` to approve / reject / reassign, recall semantics, querying `ProcessInstance` and `ProcessInstanceWorkitem` to find pending approvals, and the bulk-submit / bulk-action error-row handling. Covers when to use Apex-driven approval (system-initiated submission, batch approvals, custom UIs) vs leaving the platform's standard buttons in place. NOT for the Approval Process metadata definition itself (that's admin / declarative — see admin/approval-processes), NOT for Flow-based approvals (use flow/flow-orchestration-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。

Router for the 159 SfSkills `apex` skill packages. Apex and SOQL: triggers, Apex governor limits, async processing, OUTBOUND HTTP callouts, security enforcement, and test patterns. Owns calling an external API FROM Salesforce; salesforce-integration owns inbound. Generic nightly scheduling without naming code belongs to salesforce-flow. Codebase security review belongs to salesforce-security. NOT for SOSL — use salesforce-data. Use when the request mentions Apex, trigger, SOQL, Apex governor limit, batch, queueable, @future, schedulable, test class, CPU time, heap, with sharing, StripInaccessible, callout, HTTP callout, HttpRequest, call an external API, consume a REST API from Apex, Named Credential in Apex, HttpCalloutMock, Apex REST service. 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。