「admin」の検索結果

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。

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 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。

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 selecting the right Salesforce CPQ pricing model for a product line — the four native Pricing Methods (List, Cost Plus Markup, Block, Percent of Total) and Range vs Slab Discount Schedule types — before any configuration begins. Trigger keywords: CPQ pricing method, SBQQ__PricingMethod__c, Cost Plus Markup, Block Pricing design, Percent of Total design, discount schedule type, Range vs Slab discount, pricing model strategy, which CPQ pricing mechanism to use. NOT for configuring Price Rule objects — use admin/cpq-pricing-rules. NOT for 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。

Open, classify, and escalate support cases with Salesforce Technical Support via the Help portal: choosing severity, engaging Premier Success, the Escalate to Technical Support Management path, tracking incidents on the Trust site. NOT for escalating your own org's cases after N hours - use admin/escalation-rules. NOT for SLA milestone timers and entitlement processes - use admin/entitlements-and-milestones.

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 building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter', 'report subscription', 'dashboard refresh', 'report-meta.xml', 'dashboard running user', 'report folder sharing', 'package.xml report wildcard'. NOT for choosing a report type, bucket fields, summary formulas or joined-report limits — use admin/reports-and-dashboards-fundamentals. NOT for Einstein Analytics / CRM Analytics — use admin/einstein-analytics-basics.

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 guidance for program outcome measurement in Salesforce nonprofit orgs: logic model structure, indicator taxonomy, impact reporting design, and grant compliance reporting using NPSP Program Management Module (PMM) or Nonprofit Cloud (NPC) Outcome Management. NOT for configuring PMM programs, cohorts and service deliveries - use admin/npsp-program-management. NOT for setting up grant tracking, funding awards and disbursements - use admin/grant-management-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 this skill when creating or managing queues, configuring queue membership, setting up case or lead queues, creating public groups, or using groups in sharing rules and manual sharing. Trigger keywords: queue, public group, queue membership, queue email, group sharing, case queue, lead queue. NOT for the rule that decides which queue a record lands in — use admin/assignment-rules. NOT for Omni-Channel routing configuration — use admin/omni-channel-routing-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。

Eliciting, documenting and structuring requirements for a Salesforce implementation: stakeholder discovery interviews, As-Is and To-Be process mapping, and gap analysis against standard Salesforce capability. Trigger keywords: requirements gathering, user story, As-Is To-Be, gap analysis, stakeholder interview, process mapping, business requirements, fit gap. NOT for authoring the user stories themselves - use admin/user-story-writing-for-salesforce. NOT for scoring requirements against a specific org - use admin/fit-gap-analysis-against-org. NOT for technical design decisions - use architect/solution-design-patterns. Also covers the requirements catalogue itself (one row per requirement, MoSCoW priority, source stakeholder, downstream target) and Salesforce non-functional requirements: record volume, sharing layer, integration pattern, reporting joins, mobile/offline, and licence implication.

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 Health Cloud referral management: setting up ClinicalServiceRequest-based referrals, provider search, referral status workflows, and network management. NOT for referrals in Financial Services Cloud — use admin/fsc-referral-management. NOT for care team workflow and transition-of-care 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 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。

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 configuring standard Salesforce Quotes, building quote templates for PDF generation, emailing quotes, syncing quotes to opportunity products, or setting up discount approvals on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items', 'QuoteSettings', 'enableQuote', 'QuoteStatus', 'allowEmail', 'SyncedQuoteId', 'IsSyncing', 'QuoteLineItem', 'QuoteDocument', 'GrandTotal', 'Pricebook2Id'. NOT for CPQ (SBQQ) quote templates — use admin/cpq-quote-templates. NOT for the end-to-end quote-to-cash process — use admin/quote-to-cash-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 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。

Revenue Intelligence setup: activating the RI app and its CRM Analytics assets, Einstein deal insights, the opportunity-change waterfall, and forecast-accuracy analytics for sales leaders. NOT for configuring the Pipeline Inspection view, its metrics and review cadence - use admin/pipeline-review-design. NOT for forecast types, categories, rollups and quotas - use admin/collaborative-forecasts.

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 an assignment must expire on a date, not stand forever. Trigger keywords: permission set expiration date, permission set group expiry, temporary access, time-boxed elevation, contractor access, ExpirationDate. NOT for PSG composition - use admin/permission-set-group-composition. NOT for muting mechanics - use security/permission-set-groups-and-muting. NOT for criteria-based auto-assignment - 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。

RecordType ID differences across orgs: dynamic lookup via Schema.SObjectType methods, DeveloperName for stable refs, hard-coded ID anti-patterns, record-type caching, deployment impact. NOT for deciding whether to use record types at all — use admin/record-types-and-page-layouts. NOT for layout/profile explosion at scale — use admin/record-type-strategy-at-scale. NOT for hard-coded Profile, Queue or User IDs in Apex — use apex/apex-hardcoded-id-elimination.

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。

Tactical guidance for composing Permission Set Groups: layering permission sets, applying Mute Permission Sets to subtract narrow capabilities, sequencing the recalculation lifecycle, deletion order, and assignment-vs-activation lifecycle. Triggers: 'PSG composition', 'mute permission set', 'PSG recalculation', 'cannot delete permission set in PSG', 'PSG explosion', 'expired PSG assignment'. NOT for the strategic profile-vs-PSG choice or migrating off profiles - use admin/permission-set-architecture. NOT for record-sharing design (OWD, role hierarchy, sharing rules) - 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。

Configure Salesforce Industries Insurance (Financial Services Cloud Insurance): permission set licenses, irreversible org settings, core insurance objects, coverage types, claim configuration, and OmniScript-based quoting via the Insurance Product Administration API. Trigger keywords: insurance setup, FSC Insurance, InsurancePolicy object, InsurancePolicyCoverage, policy quoting OmniScript, claim type configuration, InsProductService, Digital Insurance Platform, many-to-many policy, multiple producers. NOT for which FSC Insurance modules to license or how to architect claims and underwriting — use architect/insurance-cloud-architecture. NOT for generic OmniStudio setup, CPQ/Pricebook quoting or Health Cloud.

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。

Operational setup guide for Salesforce Energy and Utilities Cloud: license activation, permission sets, industry-specific object configuration (ServicePoint, Meter, MeterReading, Consumption, ServiceAccount, ServiceContract, RatePlan), CIS/billing system integration, and service order management. NOT for generic admin setup, NOT for reading or querying the E&U data model schema (use architect/industries-data-model 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。

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。