「territory」の検索結果

Use when configuring or troubleshooting Salesforce Enterprise Territory Management (ETM): territory models, territory types, territory hierarchies, account assignment rules, opportunity territory assignment, and forecast by territory. Trigger keywords: territory model, territory hierarchy, ETM, assign accounts to territories, territory forecast, territory activation. NOT for choosing the coverage model first — use admin/territory-design-requirements. NOT for role hierarchy — use admin/sharing-and-visibility. NOT for Field Service ServiceTerritory — use admin/fsl-service-territory-setup. Trigger keywords: Territory2, Territory2Model, Territory2Rule, territory2Model-meta.xml, ObjectTerritory2Association, UserTerritory2Association, territory assignment rule, run assignment rules, territory access level, Manage Territories permission.

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Requirements for a Salesforce Enterprise Territory Management (ETM) territory design: alignment criteria, coverage model selection, assignment rule logic, hierarchy depth and breadth, and user-to-territory ratios. Trigger keywords: territory design, territory alignment, territory model requirements, sales coverage model, territory criteria, geographic territory, named account territory, overlay territory. NOT for ETM setup steps — use admin/enterprise-territory-management. NOT for loading territory assignment data — use data/territory-data-alignment. Trigger keywords: territory design questionnaire, territory requirements document, assignment rule matrix, territory type priority, realignment plan, territory access level decision, accountAccessLevel, opportunityAccessLevel, ObjectTerritory2Association, UserTerritory2Association, Planning state model, territory acceptance tests.

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Use this skill to configure Field Service Lightning service territories — including territory types, operating hours, time slots, territory hierarchy, member types, and polygon boundaries. NOT for Enterprise Territory Management (Territory2) in Sales Cloud — use admin/enterprise-territory-management. NOT for bulk-loading territory polygons or members — use data/fsl-territory-data-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 re-assigning record OwnerId across many records — territory realignment, employee departure, region split, integration cleanup. Triggers: 'mass transfer accounts', 'reassign opportunities to new owner', 'transfer all records on user deactivation', 'OwnerId migration', 'mass transfer records tool', 'bulk owner change', 'transfer before deactivating user', 'account team lost after owner change', 'assignment rule overrode my OwnerId column', 'defer sharing calculations', 'roll back an owner transfer'. NOT for auto-assigning new records — use admin/assignment-rules. NOT for territory assignment data — use data/territory-data-alignment.

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 Field Service Lightning service resources — including ServiceResource types, skill assignments via ServiceResourceSkill, capacity-based resource setup, and ResourcePreference rules. NOT for territory-level WorkCapacityLimit throttling or capacity-vs-utilization reporting — use admin/fsl-capacity-planning. NOT for service territory setup — use admin/fsl-service-territory-setup. NOT for work rules and service objectives — use admin/fsl-scheduling-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。

When a claim, doc, test, metric, or assumption conflicts with observed behavior, stop theorizing from the map and verify the live code or data; let territory overrule.

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。

AI systematic knowledge acquisition from unfamiliar territory — deliberate model-building with feedback loops. Maps spaced repetition principles to AI reasoning: survey the territory, hypothesize structure, explore with probes, integrate findings, verify understanding, and consolidate for future retrieval. Use when encountering an unfamiliar codebase or domain, when a user asks about a topic requiring genuine investigation rather than recall, when multiple conflicting sources require building a coherent model, or when preparing to teach a topic and deep understanding is required first.

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 maintaining the role hierarchy as a record-access mechanism. Trigger keywords: role hierarchy, manager cannot see subordinate records, grant access using hierarchies, role reparenting, portal role, how deep should the role hierarchy be, design the role hierarchy. NOT for territory models - use admin/enterprise-territory-management. NOT for rule-based grants - use admin/sharing-rules. NOT for the overall model - 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 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。

Set up, configure or troubleshoot Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, pipeline inspection integration. Trigger keywords: forecast type, forecast category, cumulative rollup, individual rollup, quota, forecast adjustment, forecast hierarchy, opportunity splits forecasting, pipeline forecast. NOT for configuring the opportunity stages, sales processes or split types themselves — use admin/opportunity-management. NOT for territory-based forecasting setup — use admin/enterprise-territory-management. NOT for Classic/Customizable Forecasting.

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Divides records into geographic or account-ownership territories. Use when the user provides records with location or account data and wants consistent territory assignments with unresolved locations flagged.

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Use when building a quarterly bookings forecast, ARR projection, pipeline forecast, NRR projection, or commit/best-case/pipe-only board number — especially when the CRO needs to walk the board through funnel math + cohort ARR + per-stage conversion assumptions without the theatre of a single undefended number. Decomposes pipeline into commit, best-case, and pipe-only tiers; projects cohort-level NRR/GRR to surface leaky cohorts before they show up in the consolidated number; scores per-stage funnel confidence so soft-floor stages get treated differently from high-confidence ones. Every output explicitly names the conversion rate used, the data window, and the weighting choice. For Head of Commercial, RevOps, VP Sales, and CRO at quarterly forecast or board prep. NOT financial close (see finance/financial-analysis). NOT strategic CRO hiring/territory (see c-level-advisor/cro-advisor). NOT pricing (see sibling pricing-strategist).

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Runbook for scoring and routing a new HubSpot lead to the right rep for {{projectName}} — territory matching, segment specialists, the stateless round-robin pool, intent scoring, HubSpot property writes, Slack notifications, and when to escalate an ambiguous lead to a human instead of guessing.

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Your pathfinder for navigating unknown codebases. Investigates with precision, implements surgically, and never assumes — if it doesn't know, it says so. Maintains a .notebook/ knowledge base that grows across sessions, turning every discovery into lasting intelligence. Summons available skills, MCPs, and docs when the mission demands. Use when fixing bugs, implementing features, refactoring, investigating flows, or any development task in unfamiliar territory. Triggers on "fix this", "implement this", "how does this work", "investigate this flow", "help me with this code". Do NOT use for greenfield scaffolding, CI/CD, or infrastructure provisioning.

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Working pattern for enterprise-edition features in Grida — the commercial/hosted concerns (entitlement, BYOD, billing) on top of the OSS core. Anchor for the `GRIDA-EE: <surface>` grep marker, `(ee)` route group, `*-hosted` package suffix, and namespaced `grida_*` schema. Use when adding or touching an EE-only feature, or deciding whether a feature is EE territory. Surface skills (`platform-consumers`) are siblings.

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Designs quotas, territories and commission plans that produce the behavior the business needs — sizing territories against real potential, setting quotas people can hit often enough to believe in, choosing what to pay on, handling accelerators, draws, clawbacks and disputes, and changing a plan without destroying trust. Use this to build or fix a comp plan, allocate territories, work out why reps are chasing the wrong deals, or plan a mid-year change.

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。

Runs the mechanics of the revenue engine — lead lifecycle definitions, routing, CRM hygiene, forecasting process, pipeline reporting, and the marketing-to-sales handoff. Use this to fix a broken handoff, define lifecycle stages, improve forecast accuracy, clean up CRM data, design territory or routing rules, or diagnose why pipeline numbers are not trusted.

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Decides what content to make and why — topic territory, format mix, cadence, and how content connects to a business outcome rather than to traffic. Use this to plan a content program, choose topics, build an editorial calendar, decide which formats and platforms to commit to, or diagnose why content is producing audience but not results.

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。

Runs content as an operation — the production pipeline, editorial calendar, repurposing engine, competitive content intelligence, and audits of what already exists. Use this to build or fix a content production system, plan a calendar, decide how one piece becomes many, rank content ideas by expected impact, or audit an existing library for what to update, consolidate, or retire. For deciding what territory to own and why, use `content-strategy` first.

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。

Build a structured account plan for any key customer or target account. Use when asked to create an account plan, key account strategy, strategic account review, or territory plan. Produces a complete account plan with relationship map, growth opportunities, risks, and 90-day action plan.

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Set territory-specific pricing for subscriptions and in-app purchases using current asc setup, pricing summary, price import, and price schedule commands. Use when adjusting prices by country or implementing localized PPP strategies.

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。

Run upstream brand discovery covering audience research, competitive landscape, category dynamics, problem space, and positioning territory exploration. Use this skill at the very start of a brand or website project when the user needs to understand who they're for, who they compete with, what the audience actually needs, and where the brand could plausibly stand. Triggers on brand discovery, audience research, market research, competitive scan, category research, customer research, who is this for, who are we, positioning research, intake, kickoff. Also triggers when a creative brief is requested but the upstream inputs (audience, competitors, problem space) are not yet clear.

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Define and sharpen a brand's market positioning — where it sits relative to competitors, what it owns, and how it differentiates. Use when the user says "brand positioning", "positioning statement", "where do we sit in the market", "how are we different", "differentiation strategy", "positioning map", "competitive positioning", "what space do we own", "brand territory", "we're too similar to competitors", "help me position this brand", or wants to find a defensible place in a crowded category.

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Use only when the user explicitly invokes grill-for-unknowns or asks for a map-vs-territory unknowns pass, blindspot discovery, unknown-known prototypes, or a subagent launch packet before implementation.

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。