「record-type」の検索結果

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。

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, 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。

Picklist governance for Salesforce admins — Restricted vs Unrestricted, Global Value Sets vs local picklists, value deactivation that breaks reports, dependent picklists with deactivated controllers, and the 'value not in picklist' phantom-data problem. Covers the per-record-type value selection model, the API-vs-label mismatch trap, and the mass-replace-values runbook. NOT for auditing an org where invalid values already exist or record-type mappings have drifted — use admin/picklist-field-integrity-issues. NOT for creating a picklist field or wiring up a dependent picklist — use admin/picklist-and-value-sets.

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 picklist data quality has degraded: unrestricted picklists accepting garbage API values, dependent picklist relationships bypassed by integrations, record type picklist value mappings drifting out of sync, or orphaned values appearing in reports. NOT for the value-deactivation runbook or the API-name-vs-label trap — use admin/picklist-data-integrity. NOT for initial picklist creation or Global Value Set design — use admin/picklist-and-value-sets. NOT for record type configuration itself — use admin/record-types-and-page-layouts.

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。

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 creating or managing picklist fields: choosing between Global Value Sets and object-local picklists, configuring controlling and dependent field relationships, managing picklist values, and replacing values in existing data records. NOT for why the API or an integration ignores a dependency matrix - use admin/field-dependency-and-controlling. NOT for cleaning up degraded, unrestricted or orphaned picklist values - use admin/picklist-field-integrity-issues. NOT for record type picklist filtering - use admin/record-types-and-page-layouts. Keywords: GlobalValueSet, StandardValueSet, __gvs suffix, customValue, valueSetName, valueSetDefinition, restricted picklist, GlobalValueSetTranslation, OpportunityStage, CaseStatus.

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 opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting categories. Use when setting up or restructuring the opportunity lifecycle for Sales Cloud. NOT for forecast types, rollup methods, quotas or manager adjustments — use admin/collaborative-forecasts. NOT for agreeing what the stages and exit criteria should be before any build — use admin/sales-process-mapping. NOT for CPQ pricing or product configuration. Keywords: BusinessProcess, sales process, OpportunityStage, ForecastCategoryName, PathAssistant, OpportunitySplit, OpportunitySplitType, OpportunityTeamMember, Opportunity.settings, enableOpportunityTeam, IsClosed, IsWon, IsPrivate.

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。

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。

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。

Migrating standard Lightning Record Page layouts (Page Layouts on the Record Detail component) to Dynamic Forms — converting fields and sections to component-level placement, replacing record-type-driven layouts with field-visibility filters, retaining or replacing Quick Action layouts, planning custom-object vs standard-object rollout, and verifying field-level security and Reading View parity. NOT for Dynamic Forms initial setup (use admin/dynamic-forms-and-actions) or Lightning Record Page design from scratch (use admin/lightning-app-builder-advanced).

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。

Dependent picklists in Salesforce: controlling field (picklist or checkbox), dependent picklist, valueSettings matrix in metadata, API behavior via SOAP/REST, LWC lightning-combobox with dependency. NOT for creating picklist fields or Global Value Sets and replacing retired values - use admin/picklist-and-value-sets. NOT for filtering picklist values per record type or layout - use admin/record-types-and-page-layouts. Keywords: controllingField, valueSettings, controllingFieldValue, valueName, checked/unchecked checkbox controller, RecordTypePicklistValue, isDependentPicklist, getController, validFor, controllerValues.

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 Dynamic Forms (field and section visibility on Lightning record pages) and Dynamic Actions (button and action visibility rules) in Lightning App Builder — enabling Dynamic Forms, converting page layout fields with the Upgrade Now wizard, writing field visibility rules (field value, profile, permission, record type, device), and controlling action bar visibility. NOT for page layout design or record type assignment — use admin/record-types-and-page-layouts. NOT for a full layout-to-Dynamic-Forms migration across record types or profiles — use admin/dynamic-forms-migration. Keywords: flexipage, fieldInstance, fieldItem, uiBehavior, visibilityRule, booleanFilter, UiFormulaCriterion, actionOverrides, profileActionOverrides, page activation, org default page, App Builder Upgrade Now.

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。