「setup」の検索結果

An Agentforce agent is moving from build or sandbox to live end-user traffic and the team needs a comprehensive readiness gate: coverage testing, Trust Layer config, guardrails, cost telemetry, observability, rate limits, permissions, rollout strategy, rollback plan, performance benchmarks. Triggers: 'we want to ship our Agentforce agent next week', 'pre-prod readiness review for our Service Agent', 'what do we need before turning the agent on for real customers', 'agent went live and is hallucinating, what should we have caught', 'cost monitoring for our internal sales agent', 'rollout strategy from internal pilot to GA'. NOT for the lighter five-block activation sign-off artifact — use agentforce/agent-deployment-checklist. NOT for authoring the guardrails themselves — use agentforce/agentforce-guardrails. NOT for building the test harness — use agentforce/agentforce-eval-harness. NOT for Trust Layer feature setup in isolation — use agentforce/einstein-trust-layer.

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 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。

Use when setting up, configuring, or troubleshooting Salesforce Sales Engagement (formerly High Velocity Sales) cadences, call scripts, email templates, work queue, or rep assignment. Triggers: 'cadence builder', 'HVS cadence', 'work queue steps', 'sales engagement setup', 'sequence steps not appearing', 'cadence not sending email', 'Sales Engagement permission set'. NOT for cadence enrollment from Apex — use apex/sales-engagement-api. NOT for MCAE/Pardot nurture — use admin/lead-nurture-journey-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。

Eliciting and documenting a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules. Trigger keywords: sales process design, stage discovery, entry criteria, exit criteria, stage gate, win/loss categorisation, sales methodology, pipeline stages, opportunity stage mapping, stage ladder, probability ladder, forecast category mapping, required fields per stage, stage swim lane, discovery workshop, handoff brief. NOT for configuring OpportunityStage, Sales Processes or Path in Setup — use admin/opportunity-management. NOT for cross-functional swim-lane maps — use admin/process-flow-as-is-to-be.

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 related lists on Salesforce records — column choice on Page Layouts (max 10 fields per related list), sort field selection, the Spring '24 Enhanced Related Lists component (which adds filtering, mass actions, and 10-row inline display), the choice between Related Lists / Related Lists - Single / Related List - Quick Links in Lightning App Builder, per-record-type related-list assignments, and the View All / pagination UX. NOT for FSL WorkOrderMilestone-on-Work-Order layout (use admin/fsl-sla-configuration-requirements), NOT for the Lightning page performance Related List - Single vs Full tradeoff in isolation (use admin/lightning-page-performance-tuning), NOT for Industries Timeline-as-related-list (use admin/health-cloud-timeline), NOT for offline-priming related-list caps (use admin/fsl-mobile-app-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 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。

Configure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and interpret the Upcoming Installments UI. NOT for NPSP object and field reference — use data/npsp-data-model. NOT for payment gateways — use architect/fundraising-integration-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 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。

Use when configuring Remote Site Settings to allow Apex callouts to external URLs, or distinguishing them from CSP Trusted Sites for Lightning component resource loading. NOT for storing an endpoint and its auth as a Named Credential — use integration/named-credentials-setup. NOT for allow-listing a URL the browser itself loads (script, iframe, fetch) — use security/csp-and-trusted-urls.

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。

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。

Configure and troubleshoot Salesforce Billing revenue recognition rules, schedules, and GL transaction generation under ASC 606. Triggers: 'revenue schedule not generated after order activation', 'blng__RevenueSchedule__c missing', 'blng__RevenueRecognitionRule__c on a product', 'Finance Periods not set up', 'performance obligation allocation for bundled products', 'distribution method', 'ASC 606 in Salesforce Billing'. NOT for billing schedules, invoice plans and invoice runs - use admin/billing-schedule-setup. NOT for invoice-to-payment mismatches at month-end close - use data/billing-data-reconciliation.

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 lead management and conversion in Setup: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes. Trigger keywords: web-to-lead, lead conversion, lead field mapping, lead settings, lead process, lead queue, lead auto-response. NOT for Apex that controls what conversion creates - use apex/lead-conversion-customization. NOT for lead assignment rule logic - use admin/assignment-rules. NOT for duplicate rule configuration - use admin/duplicate-management. Also covers: LeadConvertSettings objectMapping XML, LeadConfigSettings, LeadStatus StandardValueSet converted flag, lead process BusinessProcess, Database.convertLead bulk conversion limits.

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 creating a new Salesforce custom object: naming the object and setting its API name, selecting optional features (Activities, Chatter, History Tracking), choosing an org-wide default sharing model, and creating a tab. Triggers: 'create a custom object', 'new custom object setup', 'what sharing model should I choose', 'how do I create a tab for my object', 'object features like activities and history tracking'. NOT for designing the fields on the object - use admin/custom-field-creation. NOT for sharing rules or role hierarchy configuration - use admin/sharing-and-visibility. NOT for lookup-vs-master-detail and junction design - use data/data-model-design-patterns. More triggers: 'custom object records not showing in search', 'sharing model greyed out on my object', 'auto number restarted at 1 after deploy', 'cannot create a queue for my custom object', 'CustomObject deploy failed enableBulkApi', 'field history tracking shows no rows'.

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 the Financial Services Cloud (FSC) household data model — including Household record type setup, Primary Group assignment, ACR-based membership, rollup field inclusion, and batch rollup scheduling. NOT for NPSP household account configuration (use admin/npsp-household-accounts), non-FSC Account hierarchies, or standard Contact-Account relationships outside of FSC.

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 Translation Workbench and translate custom labels, picklist values, field labels, page layout sections, or the Experience Cloud language switcher. Triggers: 'how to add a language to Salesforce', 'translate custom labels', 'Translation Workbench setup', 'picklist value translation', 'RTL language support'. NOT for creating the Custom Label records or referencing them from Apex/LWC — use admin/custom-label-management. NOT for locale formatting and RTL layout inside a component — use lwc/lwc-internationalization. Also: CustomObjectTranslation, objectTranslation file, GlobalValueSetTranslation, StandardValueSetTranslation, LanguageSettings, enableTranslationWorkbench, locale code, end-user language, platform-only language, data translation.

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 subscriber admin is installing, upgrading, or rolling back a managed package (1GP or 2GP) sourced from AppExchange or a private install URL — covers pre-install evaluation, sandbox dry runs, license and dependency checks, the install/upgrade audit trail, post-install configuration the package's InstallHandler cannot perform, and uninstall fallback. NOT for building managed packages as an ISV (use devops/managed-package-development), unlocked-package development (use devops/unlocked-package-development), or AppExchange listing setup. Trigger keywords: InstalledPackage, installedPackages, securityType, activateRSS, sf package install, sf package installed list, PackageLicense, UserPackageLicense, AllowedLicenses, UsedLicenses, push upgrade, PackageSubscriber, namespace prefix, 04t, certified managed package limits.

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, configuring, or maintaining a Salesforce Mobile Publisher branded app — a customer-facing or partner-facing mobile app distributed through Apple App Store or Google Play, built on either the Experience Cloud (LWR/Aura) Mobile Publisher template or the Field Service Mobile Publisher template. Triggers: 'salesforce mobile publisher branded app', 'experience cloud mobile app store distribution', 'mobile publisher push notifications certificate', 'app store review rejection salesforce', 'mobile publisher version policy update'. NOT for the standard mobile app — use admin/lightning-app-builder-advanced. NOT for Field Service mobile — use admin/fsl-mobile-app-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。

Migrating Classic Knowledge (KnowledgeArticleVersion / Article Types) to Lightning Knowledge (Knowledge__kav with record types): article-type-to-record-type mapping, multi-language translation preservation, data category re-architecture, file attachment porting, version and publication-state retention, channel visibility translation, and downstream Case Feed / Community / Bot rewiring. NOT for new Lightning Knowledge setup or editorial publishing workflow design (use admin/knowledge-base-administration).

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 configure and manage Field Service Lightning workforce capacity — covering ServiceResourceCapacity for individual resource caps, WorkCapacityLimit for territory-level demand throttling, and reporting strategies for capacity vs. utilization analysis. NOT for resource skills, certifications, or preference setup — use admin/fsl-resource-management. NOT for work rules and service objectives — use admin/fsl-scheduling-policies. NOT for Omni-Channel agent capacity — use architect/omni-channel-capacity-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 designing nonprofit fundraising lifecycle stages, donor pipeline workflows, cultivation-to-stewardship cycles, or Salesforce Opportunity sales process configuration for NPSP or Nonprofit Cloud. Trigger keywords: fundraising lifecycle, donor pipeline, cultivation stage, solicitation workflow, major gift process, moves management, NPSP Opportunity stages, stewardship cycle, NPC fundraising stages. NOT for lapsed donor re-engagement or portfolio segmentation — use admin/donor-lifecycle-requirements. NOT for Engagement Plan setup — use admin/npsp-engagement-plans.

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。