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SkillsMP는 PranavNagrecha/AwesomeSalesforceSkills에서 1,034개의 skill을 수집했습니다. skill을 열어 소스와 세부 정보를 확인하세요.
수집된 skill 1,034개 중 40개를 표시합니다.
Use when a Screen Flow needs to send the user to another page — the native Open a Page action (Summer '26) that opens a Salesforce record or an external URL directly from a flow, configured through its Where to Open Page input, so you no longer need a custom…
원문 언어: 영어
Use when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity analysis. Trigger keywords: historical trending, opportunity snapshot, reporting…
원문 언어: 영어
Build picklists and choice sets in Flow Builder sourced from records, picklist fields, or collections, including dependent choices. NOT for static hard-coded choice sets.
원문 언어: 영어
Use when picking which Screen Flow component collects a choice from users — Picklist, Radio Buttons, Radio Button Group (Summer '26), Multi-Select Picklist, Checkbox Group, Choice Lookup, Dependent Picklists, or Data Table — and which Choice resource (Choice,…
원문 언어: 영어
Use when adding or configuring the Summer '26 Radio Button Group screen component in a Screen Flow — the compact choice input that lays options out as horizontal boxes on desktop and vertical boxes on mobile, single-select by default with a 'Let Users Select…
원문 언어: 영어
Use when designing or reviewing interactive Flow screen experiences, including navigation, validation, screen component choice, custom LWC screen components, and user-safe commit timing. Triggers: 'screen flow validation', 'back button behavior in flow',…
원문 언어: 영어
Use when enabling, configuring, or querying Salesforce field history tracking to audit changes to field values over time. Covers enabling tracking on objects and fields, the 20-field-per-object limit, 18-month data retention, querying standard History…
원문 언어: 영어
Use this skill when writing SOQL aggregate queries in Apex — GROUP BY, GROUP BY ROLLUP/CUBE, HAVING, COUNT/SUM/AVG/MIN/MAX, AggregateResult, the GROUPING() subtotal function, and date grouping functions. Trigger keywords: soql aggregate groupby apex, count…
원문 언어: 영어
Use this skill when writing or debugging SOQL relationship queries in Apex — child-to-parent dot notation traversal, parent-to-child subqueries, polymorphic TYPEOF projection and `.Type` type filtering, and FROM-clause alias notation for implicit-join…
원문 언어: 영어
Use when diagnosing or preventing UNABLE_TO_LOCK_ROW errors, record lock contention in Apex or Bulk API loads, FOR UPDATE locking, parent-child lock escalation, and deadlock scenarios. Triggers: 'UNABLE_TO_LOCK_ROW', 'record lock contention', 'FOR UPDATE…
원문 언어: 영어
Use when you need to know which of the six SOQL aggregate functions (AVG, COUNT, COUNT_DISTINCT, MIN, MAX, SUM) a given Salesforce field type supports — e.g. diagnosing why SUM() or AVG() on a date, text, picklist, or boolean field throws a query error,…
원문 언어: 영어
Use when writing a SOQL query that groups or filters records by a date period — day, week, calendar month/quarter/year, or fiscal month/quarter/year — with the 13 SOQL date functions (CALENDAR_MONTH/QUARTER/YEAR, DAY_IN_MONTH/WEEK/YEAR, DAY_ONLY,…
원문 언어: 영어
Use when filtering SOQL (static or dynamic Apex) on a multi-select picklist field — the four operators =, !=, INCLUDES, EXCLUDES, the semicolon (AND) / comma (OR) grouping inside quoted operands, querying by a value's API name vs display label (API 39.0+),…
원문 언어: 영어
Use when a SOQL child-to-parent relationship query returns more records than expected because relationship queries behave like an outer join — rows with a null foreign key still come back, `WHERE Parent.Field = null` returns children even when the parent…
원문 언어: 영어
Use when a SOSL search (or global search) against a Salesforce Connect external object misbehaves: it returns no records, rejects an operator/function/clause, or silently drops matches. Covers the query-level rules that apply only to external objects —…
원문 언어: 영어
Use when choosing or implementing SOSL for cross-object or full-text search, especially around SOSL vs SOQL, search groups, result shaping, and injection-safe dynamic search. Triggers: 'SOSL', 'FIND clause', 'cross object search', 'Search.query', 'SOSL…
원문 언어: 영어
Use when a SOSL search silently omits a record that clearly matches the search term — diagnosing the search engine's internal per-stage record caps: the 2,000-record term-matching scan (API v28.0+), the 250-record single-object default and how a WHERE or…
원문 언어: 영어
Use when adding result-scoping or result-shaping WITH clauses to a SOSL FIND query — WITH DivisionFilter, WITH DATA CATEGORY, WITH SNIPPET, WITH NETWORK, WITH PricebookId, WITH METADATA, WITH HIGHLIGHT, and WITH SPELL_CORRECTION — including their fixed clause…
원문 언어: 영어
Use when designing, implementing, or reviewing Salesforce SOAP API integrations — covering enterprise vs partner WSDL selection, login() and session management, core operations (query/create/update/upsert/delete), and Metadata API SOAP usage. Trigger…
원문 언어: 영어
Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions. NOT for general field design (use custom-field-creation). NOT for address validation services…
원문 언어: 영어
Use when configuring Salesforce Translation Workbench, translating custom labels, picklist values, field labels, page layout sections, or Experience Cloud language switcher. Triggers: 'how to add a language to Salesforce', 'translate custom labels',…
원문 언어: 영어
Use when a SOQL query that serves a custom record-viewing surface (custom LWC/Aura/Visualforce page, mobile app, or API client) must make the retrieved records show up in the user's Recent Items and global-search auto-complete by writing LastViewedDate /…
원문 언어: 영어
Use when a SOQL SELECT clause or SOSL FIND/RETURNING clause must return number, date, time, or currency fields already localized to the running user's locale (e.g. $44,000.00 or 4/10/2025, 3:31 PM instead of a raw decimal or ISO 8601 string). Covers the…
원문 언어: 영어
Use when a SOQL query fails or must be shaped around a specific object's own limits and restrictions — Attachment's 100,000-record ceiling, the mandatory filter fields on ContentDocumentLink / ContentHubItem / Vote, the required LIMIT clause on…
원문 언어: 영어
Use when a SOQL single-quoted string literal contains a character that must be escaped: an apostrophe in a name (O'Brien, Bob's BBQ), a backslash, a tab/newline/other control character, a Unicode character via \uXXXX, or a literal LIKE wildcard (\_ or \%).…
원문 언어: 영어
Use when writing or reviewing a SOQL query (in Apex, a selector, or via the API) that must return only a subset of records defined by ownership, team, territory, delegation, or an active scoping rule — through the optional USING SCOPE filterScope clause…
원문 언어: 영어
Use when writing or reviewing Apex, SOQL, or Flow logic that involves Date or Datetime fields: scheduling jobs, comparing dates across timezones, displaying Datetime values to users, filtering records by date literals, or persisting Datetime from external…
원문 언어: 영어
Working with multi-currency Salesforce orgs at the data layer — `CurrencyIsoCode` field semantics on every object, the `CurrencyType` and `DatedConversionRate` standard objects, the `convertCurrency()` SOQL function, Advanced Currency Management vs basic…
원문 언어: 영어
Use when designing or reviewing schedule-triggered flows for recurring automation, replacement of time-based workflow patterns, bounded record selection, idempotent processing, and escalation to Apex when volume is too high. Triggers: 'scheduled flow design',…
원문 언어: 영어
Use when designing, reviewing, or troubleshooting Salesforce connected apps, Named Credentials, External Credentials, and OAuth-based integration access. Triggers: 'connected app', 'OAuth flow', 'client credentials', 'JWT bearer', 'Named Credential',…
원문 언어: 영어
Plan and operate Salesforce org-wide multi-factor authentication (MFA) enforcement: verification methods, phased rollout, SSO and API-only considerations, exemptions, and operational readiness. NOT for designing Login Flow post-authentication logic, IP…
원문 언어: 영어
Use when configuring the outbound Send Email quick action in Lightning Case Feed — creating the action in Setup on Case (Action Type = Send Email), attaching a default Custom email template, setting predefined To/CC/BCC values, wiring…
원문 언어: 영어
Use when designing or reviewing Salesforce sandbox topology, refresh cadence, masking, and environment purpose. Triggers: 'Developer sandbox', 'Developer Pro', 'Partial Copy', 'Full sandbox', 'sandbox refresh', 'data masking', 'test environment', 'Gov Cloud…
원문 언어: 영어
Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types, including the Agent Script language for the new Agentforce Builder (hybrid-reasoning -> logic vs | prompt instructions,…
원문 언어: 영어
Use when designing or reasoning about an Agentforce Grid worksheet — the spreadsheet-like Agentforce workspace where rows are jobs and columns are sequential Data / AI / Action steps that process left to right — to run bulk record updates, generate insights,…
원문 언어: 영어
Use when monitoring Agentforce agent sessions, analyzing conversation logs, measuring deflection rates, or diagnosing agent performance issues. Triggers: 'agentforce session analytics', 'how to query agent conversation data', 'monitor agentforce agent…
원문 언어: 영어
Remove hardcoded Salesforce record IDs (Profile, RecordType, User, Queue, custom) from Apex and replace with describe-API, name-based SOQL, or Custom Metadata-driven lookups. NOT for storing config data — see apex-custom-settings-hierarchy /…
원문 언어: 영어
Use when designing, reviewing, or debugging Apex execution context, sharing keywords, CRUD/FLS enforcement, system-vs-user mode behavior, or secure write patterns. Triggers: 'with sharing', 'inherited sharing', 'stripInaccessible', 'AuraEnabled security',…
원문 언어: 영어
Use when designing, reviewing, or debugging Batch Apex contracts, scope sizing, stateful behavior, chaining, and AsyncApexJob monitoring. Triggers: 'Database.Batchable', 'Database.Stateful', 'executeBatch', 'batch scope', 'AsyncApexJob'. NOT for generic async…
원문 언어: 영어
Diagnosing and resolving common Apex runtime exceptions: NullPointerException, QueryException, DmlException, ListException, LimitException, TypeException. Use when debugging Apex runtime failures or writing defensive code. NOT for error handling framework…
원문 언어: 영어