Marketing & Growth

banibratachatterjee Bundle

Use this skill when configuring or troubleshooting FSC Referral Management: setting up referral types via ReferralRecordTypeMapping custom metadata, routing referrals through Lead Assignment Rules keyed on the Expressed Interest picklist, tracking Referrer Score, or enabling partner referral visibility in Experience Cloud. Trigger keywords: referral routing, FSC referral types, ReferralRecordTypeMapping, Expressed Interest picklist, partner referral Contact, Referrer Score Experience Cloud. NOT for standard Salesforce Lead management outside FSC, Einstein Referral Scoring (retiring feature), or Marketing Cloud referral campaigns.

banibratachatterjee Bundle

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.

banibratachatterjee Bundle

Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshooting stale or broken datasets. Triggers: 'dataset creation', 'dataflow schedule', 'dataflow quota', 'date field not filterable', 'dataset row limit', 'CRM Analytics data refresh', 'field type mismatch in dataset'. NOT for standard Salesforce report types or choosing between analytics tools.

banibratachatterjee Bundle

Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management for cultivation and solicitation, upgrade path design, lapsed donor re-engagement strategy, and segmentation for portfolio management. NOT for marketing automation execution, email campaign configuration, or recurring donation implementation.

banibratachatterjee Bundle

Use when building, configuring, or troubleshooting email sends in Marketing Cloud Email Studio and Content Builder. Triggers: 'dynamic content', 'send classification', 'A/B test email', 'Content Builder template', 'triggered send', 'suppression list', 'Commercial vs Transactional'. NOT for MCAE (Pardot) email, SMS/push channel setup, or Journey Builder orchestration design.

banibratachatterjee Bundle

Use when setting up, configuring, or troubleshooting Marketing Cloud Journey Builder — including entry sources, activities, decision splits, wait activities, goals, exit criteria, journey versions, test mode, or journey analytics. Triggers: 'journey builder setup', 'entry source configuration', 'decision split not routing', 'exit criteria not removing contacts', 'goal not tracking conversion', 'journey version publishing', 'journey re-entry settings', 'wait activity date field'. NOT for Flow-based automation, Marketing Cloud Account Engagement (Pardot) engagement programs, or Salesforce core automation rules.

banibratachatterjee Bundle

Use this skill when designing or configuring lead nurture journeys in MCAE (Account Engagement / Pardot) Engagement Studio — including mapping content to funnel stages, defining behavioral trigger rules, building branching program paths, and establishing MQL handoff criteria. Covers funnel stage mapping (Awareness, Consideration, Decision), Engagement Studio program structure, rule-based branching on score/grade/activity, content inventory prerequisites, and program execution schedule. NOT for Journey Builder implementation in Marketing Cloud Engagement (MCE), NOT for Sales Engagement cadences in Sales Cloud, NOT for Einstein Lead Scoring configuration, NOT for initial MCAE Business Unit setup or CRM connector provisioning.

banibratachatterjee Bundle

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', 'Translation Workbench setup', 'picklist value translation', 'RTL language support'. NOT for Marketing Cloud email localization, NOT for Apex string formatting by locale (use formula fields or Apex String.format patterns), NOT for multi-currency (use currency management admin).

banibratachatterjee Bundle

Use this skill to define and validate the requirements for a Salesforce Partner Relationship Management (PRM) implementation: deal registration flows, lead distribution models, partner tier hierarchies, MDF budget tracking, and co-marketing content entitlement. Trigger keywords: partner community requirements, PRM deal registration setup, channel partner portal requirements, lead distribution partner, partner tier management, MDF tracking, co-marketing entitlement. NOT for partner portal technical configuration (Experience Cloud site builder, Visualforce pages, LWC development). NOT for partner account management (account hierarchy or channel account teams).

banibratachatterjee Bundle

Use this skill when configuring or troubleshooting email deliverability for Marketing Cloud or Salesforce orgs: sender authentication (SPF, DKIM, DMARC), private sending domain setup, dedicated IP warm-up, list hygiene practices, and sender reputation monitoring. NOT for email template design, HTML/CSS email coding, or Journey Builder message configuration.

banibratachatterjee Bundle

Configure SEO for Experience Cloud sites: per-page titles and meta descriptions, sitemap.xml generation, robots.txt, and URL structure. Triggers: 'configure SEO for community site', 'Experience Cloud page titles meta descriptions', 'sitemap generation community portal', 'robots.txt Experience Cloud', 'noindex Experience Builder page'. NOT for external SEO tools (Moz, Ahrefs, Google Search Console setup). NOT for Salesforce CMS headless SEO.

banibratachatterjee Bundle

Use this skill when configuring MCAE (Account Engagement / Pardot) lead scoring models, grading profiles, score decay rules, or automation rules that fire on score/grade thresholds. Covers: scoring point values per activity, score decay for inactivity, Profiles for fit grading, combined MQL definitions (Score + Grade), and automation rules vs completion actions. NOT for Einstein Lead Scoring (Sales Cloud), not for Marketing Cloud Engagement journey scoring, not for Salesforce native lead scoring without Account Engagement.

banibratachatterjee Bundle

Use when designing or evaluating a Data Cloud implementation architecture — covering data lake strategy (DSO/DLO/DMO layers), identity resolution rule design, activation target configuration, and segmentation strategy. Trigger phrases: Data Cloud architecture design, identity resolution strategy, activation target setup, data lakehouse layers, unified profile design, Data Cloud segment activation, DMO mapping strategy, golden profile design. NOT for individual data stream ingestion setup, not for Data Cloud licensing questions, not for Marketing Cloud journey builder, not for individual calculated insight formulas.

banibratachatterjee Bundle

Use when importing or migrating prospect records into MCAE (Marketing Cloud Account Engagement / Pardot) via the CSV list import tool, including field mapping for default and custom fields and handling of cross-BU prospect moves. NOT for CRM (Lead/Contact) data migration, not for backfilling engagement history such as opens, clicks, form fills, or page view data, and not for bulk API prospect creation via Apex.

banibratachatterjee Bundle

Use this skill when setting up or extending Salesforce Loyalty Management — including program and currency creation, tier group design, qualifying vs. non-qualifying point currency separation, DPE batch job activation, partner loyalty configuration, and member portal setup on Experience Cloud. Triggers on: Loyalty Management setup, loyalty tier setup Salesforce, qualifying points vs redemption points, DPE batch job for loyalty, partner loyalty program Salesforce, loyalty member portal. NOT for Marketing Cloud engagement program design (separate product), not for B2B loyalty via Sales Cloud (standard opportunity, not loyalty program), not for general Experience Cloud site setup (use experience-cloud-setup skill).

banibratachatterjee Bundle

Use this skill when configuring Health Cloud patient consent management: setting up HIPAA authorization forms, consent templates, consent tracking per patient, and withdrawal handling. NOT for marketing consent (ContactPointTypeConsent/ContactPointConsent), GDPR opt-out workflows, or Experience Cloud consent forms unrelated to clinical authorization.

banibratachatterjee Bundle

Use this skill when gathering, documenting, or validating requirements for a Salesforce marketing automation program — covering MCAE (Account Engagement / Pardot) lifecycle stages, MQL/SQL threshold definitions, scoring model specifications (sources, weights, decay, ceiling), handoff notification design, CRM field updates on status change, and sales SLA. Trigger keywords: MQL criteria, marketing-to-sales handoff, lead lifecycle, scoring requirements, automation program requirements, Marketing Cloud Automation Studio scope. NOT for implementation of MCAE automation rules, MCAE scoring configuration, MC Automation Studio SQL activity authoring, or Einstein Lead Scoring setup — those are covered by dedicated implementation skills.

banibratachatterjee Bundle

Use when designing or reviewing integrations between Sales Cloud and external systems such as ERP, marketing automation, CPQ, or partner portals. Triggers: 'sync Accounts and Products with ERP', 'integrate marketing leads with Salesforce', 'quote-to-order flow between Salesforce and ERP', 'CPQ integration patterns', 'partner portal data access design'. NOT for generic integration framework design (use architect/integration-framework-design), NOT for Apex HTTP callout mechanics (use apex/callouts-and-http-integrations), NOT for MuleSoft or middleware configuration.

banibratachatterjee Bundle

Use this skill when designing or evaluating the overall Marketing Cloud data architecture — covering Data Extension schema design (sendable vs. non-sendable), Contact Key/SubscriberKey linkage across All Subscribers and attribute DEs, Data Relationship definitions for AMPscript Lookup and Query Activity joins, and CRM-to-MC data flow patterns (MC Connect Synchronized DEs vs. SFTP file imports). Trigger keywords: MC data model, relational data extensions, CRM to Marketing Cloud data flow, Contact Key linkage, data architecture, sendable DE design, normalized DE model, SFTP import strategy, synchronized data extension architecture. NOT for CRM (Sales/Service Cloud) custom object or data model design, NOT for individual DE field-level troubleshooting, NOT for Marketing Cloud Connect sync failure diagnosis.

banibratachatterjee Bundle

Use this skill when designing the license model, cloud topology, and org structure for a Salesforce Health Cloud implementation that involves more than one Salesforce cloud product (Experience Cloud patient portals, OmniStudio engagement flows, Marketing Cloud care campaigns, or Service Cloud case management). Trigger keywords: Health Cloud multi-cloud, patient portal licensing, Health Cloud Experience Cloud add-on, OmniStudio Health Cloud PSL, Marketing Cloud HIPAA BAA healthcare, multi-cloud healthcare org design. NOT for individual cloud configuration setup (e.g. configuring a single Health Cloud record page or a single Experience Cloud site), NOT for single-cloud Health Cloud implementations, and NOT for Health Cloud data model object definitions (see health-cloud-data-model skill).

banibratachatterjee Bundle

Use this skill when selecting between Marketing Cloud Engagement (MCE) and Marketing Cloud Account Engagement (MCAE/Pardot) for a Salesforce marketing implementation. Trigger keywords: MCE vs MCAE, Marketing Cloud vs Pardot, B2B vs B2C marketing platform, which marketing cloud product, marketing platform selection. NOT for implementation configuration of either product — this skill covers platform selection only, not setup, campaign build-out, or integration implementation.

banibratachatterjee Bundle

Use when designing or reviewing org-wide large data volume (LDV) concerns: query optimizer behavior and selectivity, custom indexes and skinny tables, sharing and ownership skew, bulk data loads, archival to Big Objects, and divisions. Triggers: LDV architecture review, skinny table request, ownership skew hurting sharing, millions of records on custom object, bulk load performance. NOT for rewriting individual SOQL statements or interpreting Query Plan output in isolation (use data/soql-query-optimization), sales-only Opportunity and Account skew playbooks (use architect/high-volume-sales-data-architecture), or Marketing Cloud data extensions.

banibratachatterjee Bundle

Use this skill when configuring Marketing Cloud Engagement (formerly ExactTarget): business units, user roles, sender profiles, delivery profiles, send classifications, and account-level settings. NOT for MCAE/Pardot or Marketing Cloud Account Engagement configuration.

banibratachatterjee Bundle

Use this skill when gathering and documenting Salesforce marketing reporting requirements: defining KPIs, choosing an attribution model (First Touch / Last Touch / Even Distribution / Multi-Touch), selecting the correct Campaign Influence configuration, and mapping business questions to Salesforce report types and dashboard features. NOT for building the dashboards themselves, configuring CRM Analytics datasets, writing SOQL for marketing reports, or setting up Marketing Cloud Engagement journeys.

banibratachatterjee Bundle

Use when building, debugging, or architecting a custom activity, custom split activity, or custom entry source for Marketing Cloud Journey Builder. Trigger keywords: custom activity, Postmonger, config.json, Journey Builder execute endpoint, customActivity.js, custom split outcome, installed package app extension, Journey Builder REST API. NOT for standard Journey Builder canvas configuration, out-of-the-box activity settings, Email Studio send activities, or general Marketing Cloud automation.

banibratachatterjee Bundle

Use when designing or reviewing Salesforce orgs with large Opportunity and Account volumes, including archival strategy, report performance, data skew prevention, SOQL tuning for sales queries, and index planning. Triggers: 'opportunity table is slow', 'account ownership skew', 'sales report timing out', 'archive old opportunities'. NOT for generic large data volume planning across arbitrary custom objects, non-sales data models, or Marketing Cloud data extensions.

banibratachatterjee Bundle

Use this skill when building developer-driven Data Cloud activation surfaces: webhook Data Action Targets with HMAC-SHA256 signing, Salesforce Platform Event data actions, Data Cloud-Triggered Flows on DMO insert, or Marketing Cloud journey triggers. Triggers on: webhook data action target, Data Cloud triggered Flow not firing, HMAC secret key for data action, platform event from Data Cloud, DMO insert trigger. NOT for configuring standard admin-level Activation Targets (SFTP, ad platform segment publishing, CRM segment activation) — those require admin configuration skills, not this developer extensibility skill.

banibratachatterjee Bundle

Use this skill when designing Campaign Hierarchy structures for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, or interpreting multi-touch attribution data from MCAE B2B Marketing Analytics. Trigger keywords: campaign ROI, attribution model, campaign hierarchy, first-touch, last-touch, multi-touch, CCI, campaign influence, revenue attribution, campaign member status. NOT for campaign record creation, campaign member import, email send execution, or MCAE connector provisioning (use mcae-pardot-setup instead).

banibratachatterjee Bundle

Use this skill when designing or evaluating a Marketing Cloud Engagement multi-Business-Unit hierarchy — covering Enterprise 2.0 parent/child BU structure, Shared Data Extensions, cross-BU user provisioning, and data segregation governance. NOT for single-BU setup, Marketing Cloud Account Engagement (Pardot) standalone configuration, or CRM-side campaign hierarchy design.

banibratachatterjee Bundle

Use this skill to select the correct Experience Cloud external user license type for a portal or community. Trigger keywords: Customer Community vs Partner Community, login-based vs member-based license, External Apps license, external user license selection, Experience Cloud license tiers. NOT for internal Salesforce employee licensing. NOT for Marketing Cloud licensing. NOT for ISV or OEM licensing.

banibratachatterjee Bundle

Use this skill when connecting a Salesforce Nonprofit Cloud or NPSP org to fundraising-adjacent systems: payment gateways via Salesforce.org Elevate, wealth screening tools (iWave, DonorSearch), email marketing platforms (Marketing Cloud, Pardot), and event management platforms. Trigger keywords: payment gateway nonprofit, Elevate payment services, GiftTransaction API, wealth screening integration, iWave Salesforce, DonorSearch scores, donor email marketing sync, event registration fundraising. NOT for generic integration patterns, Salesforce Billing payment gateways (blng.PaymentGateway), or non-fundraising CRM integrations.

takumaoshiro Skill

LP Conversion Optimization / LPコンバージョン改善提案

taoma888 Skill

Automated affiliate marketing engine — discovers new AI tool affiliate programs, generates conversion-optimized promotion content for all platforms, tracks commission status, and identifies new revenue opportunities. Target: ¥5,000+/month from affiliate commissions.

takumaoshiro Skill

SEO Content Diagnosis / SEOコンテンツ診断

waytoaic Bundle

Route Amazon seller analysis requests to the right SIF MCP tool domain. Use when the user mentions SIF MCP, Amazon traffic diagnosis, 流量下跌, 流量结构, Listing traffic, ASIN sales trend, 关键词需求, keyword competition, 反查关键词, 广告结构, Campaign 贡献, Ad Group 表现, or asks for a data-backed Amazon运营分析 workflow using SIF.

waytoaic Skill

Analyze Amazon ad structure and contribution with SIF MCP. Use when the user asks for 广告结构复盘, ad structure, Campaign contribution, Ad Group performance, ASIN 广告趋势, 投放节奏变化, or wants to know which campaign or ad group is bringing traffic or dragging performance.