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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Design or repair lookup filters that constrain a child lookup using fields from the parent record (or a sibling record on the same object). Triggers: 'limit lookup based on another field', 'cross-object lookup filter', 'lookup filter $Source vs $User', 'lookupFilter block in field-meta.xml', 'booleanFilter with three filterItems', 'picker still shows every record after deploy', 'lookup filter error message not translated'. NOT for choosing lookup vs master-detail - use admin/lookup-and-relationship-design. NOT for duplicate matching rule criteria - use admin/duplicate-management. NOT for the rest of the CustomField element set - use admin/custom-field-creation.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新
Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions. NOT for creating a new custom field — use admin/custom-field-creation. NOT for formula syntax and functions — use admin/formula-fields. Trigger keywords: BillingAddress, MailingAddress, ShippingAddress, StateCode, CountryCode, GeocodeAccuracy, Location field type, displayLocationInDecimal, __Latitude__s, __Longitude__s, DISTANCE, GEOLOCATION, Custom Address Fields, AddressSettings, System.Address, System.Location, Person Account name.
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。
PranavNagrecha/AwesomeSalesforceSkills☆ 192026年10月4日 更新