Skills（SKILL.md）は、AIエージェント（Claude Code、Cursor、Codexなど）に特定の能力を追加するための設定ファイルです。
詳しく見る →Consumer Goods Cloud setup: visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, and image recognition. NOT for Field Service dispatch (use field-service-core-setup). NOT for B2B Commerce storefronts (use b2b-commerce-store-setup).
Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQ__Subscription__c. NOT for standard Salesforce contracts without CPQ, nor for Revenue Cloud advanced order management.
Use when a BA or admin needs to document the Salesforce data model: creating field inventories, object relationship maps, ER diagrams, or analyzing field usage across objects. Triggers: 'data dictionary', 'document our data model', 'object relationship map', 'field inventory', 'ER diagram for Salesforce'. NOT for designing the data model (use object-creation-and-design or architect skills) or for optimizing queries against the model (use soql-query-optimization).
Use this skill when creating, configuring, or troubleshooting FSC Relationship Groups — including Household, Professional Group, and Trust group types; member role assignment via AccountContactRelation FSC fields; Primary Group designation; and group-level wealth aggregation rollups. NOT for standard account relationships, Contact-Account relationships outside FSC, NPSP household configuration, or Financial Account role setup (use admin/financial-account-setup).
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 Omni-Channel capacity, NOT for FSL scheduling policy rule configuration, and NOT for FSL resource skill or preference setup (see fsl-resource-management).
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 service territory setup (see fsl-service-territory-setup), NOT for scheduling policy configuration, and NOT for FSL mobile app setup.
Use this skill to create, configure, or tune Field Service Lightning scheduling policies — including work rules (pass/fail filters) and service objectives (weighted ranking criteria). Covers the four default policies, custom policy design, work rule type selection, and objective weighting strategy. NOT for configuring service territories, resource availability calendars, or the Salesforce Scheduler (Appointment Scheduling) product.
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 ETM territories (Territory2 / Enterprise Territory Management in Sales Cloud), and NOT for Salesforce Scheduler territories.
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.
Use when configuring Communications Cloud for the first time: org setup sequence, permission sets, Enterprise Product Catalog (EPC) service catalog configuration, TM Forum-aligned order decomposition, Account record-type segmentation, and contract lifecycle activation. NOT for generic OmniStudio configuration, Salesforce CPQ (SBQQ), standard B2C/B2B Commerce order management, or non-Communications Industries clouds.
Use this skill when setting up, configuring, or managing Salesforce Lightning Knowledge — including 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 Knowledge in Experience Cloud (use the experience-cloud-knowledge skill), NOT for Einstein Article Recommendations surfacing (use einstein-article-recommendations skill), NOT for Knowledge search tuning or Apex programmatic article management.
Configuring Salesforce lead management and conversion: lead settings, web-to-lead, conversion field mapping, lead queues, auto-response rules, lead processes. Use when setting up lead capture, routing, or conversion for Sales Cloud. Trigger keywords: web-to-lead, lead conversion, lead field mapping, lead settings, lead process, lead queue, lead auto-response. NOT for lead assignment rule logic (use assignment-rules). NOT for duplicate rule configuration (use data-quality-and-governance).
Use this skill when configuring or troubleshooting Marketing Cloud Connect (MC Connect) — the managed package that links a Salesforce org to a Marketing Cloud account. Covers connector user setup, synchronized data sources, scope configuration, tracking sync, and triggered sends. NOT for MCAE (Marketing Cloud Account Engagement / Pardot) connector setup.
Media Cloud setup for advertising sales management, audience segmentation, campaign management, revenue management, and cross-channel ad products. NOT for Salesforce Marketing Cloud (use marketing-cloud-account-setup). NOT for Data Cloud audience activation (use data-cloud-activation-patterns).
Use this skill to configure Messaging for In-App and Web (MIAW) channels in Salesforce Service Cloud, including Messaging Channel setup, Embedded Service Deployments, CORS/CSP Trusted Sites, Omni-Channel routing via Queue or Flow, pre-chat fields, and Status-Based capacity models. NOT for Agentforce bot configuration, SMS/WhatsApp third-party channel setup, or legacy Live Agent (Snap-ins) implementations.
Use this skill when configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) — a separate managed package for program delivery, cohort setup, service scheduling, service delivery recording, and outcome/attendance tracking for beneficiaries. Trigger keywords: program management module, PMM, Program__c, ProgramEngagement__c, ServiceDelivery__c, cohort setup, bulk service delivery, service schedule, service participant. NOT for NPSP core donor management, gift entry, recurring donations, soft credits, or Health Cloud care programs.
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 assignment rules that route records to queues automatically (use assignment-rules). NOT for Omni-Channel routing configuration (separate routing engine).
Use this skill when configuring Health Cloud referral management: setting up ClinicalServiceRequest-based referrals, provider search, referral status workflows, and network management. NOT for Sales Cloud referrals, FSC Einstein Referral Scoring, or Public Sector Solutions referral objects.
Scheduled Paths in record-triggered Flow: delayed execution, time-offset from field, batch size tuning, monitoring Paused Flow Interviews, async limits. NOT for Scheduled Flow (use scheduled-flow-patterns). NOT for time-based workflow rules (use migrate-workflow-pb).
Design Invocable Apex actions that return deterministic, agent-friendly errors instead of surfacing raw exceptions to the LLM. NOT for generic Apex exception handling or Flow fault paths.
Use when designing how an Agentforce agent transfers the conversation to a human agent (Omni-Channel), to another bot/agent, or to an alternate workflow — including context package, deflection, escalation triggers, and user messaging. Triggers: 'agent to human handoff', 'agentforce escalate to omni channel', 'agent to agent handoff', 'transfer conversation with context', 'agent deflection fallback'. NOT for topic selector design (see agent-topic-design).
Einstein Search personalization: configure search result ranking, promoted results, searchable objects, and Natural Language Search (NLS) for Lightning Experience. Triggers when users ask about search personalization signals, why search results feel irrelevant, how to enable NLS conversational queries, or how to manage Einstein Search settings in Setup. NOT for SOSL query authoring, Experience Cloud search customization, or Commerce storefront search tuning.