revenue-cloud-pricing-diagnostics

name

revenue-cloud-pricing-diagnostics

description

Use this skill when dissecting Salesforce Revenue Cloud pricing in core Revenue Cloud orgs, tracing how a Quote, Order, Quote Line, or pricing field is populated, debugging pricing procedures, context definitions, context mappings, expression sets, pricing elements, decision tables, procedure plans, or Apex pricing hooks. Use it for Revenue Cloud pricing analysis even when the user asks generally how a price, total, discount, exchange rate, or field value is calculated. Do not use it for Salesforce CPQ or SBQQ package analysis.

Revenue Cloud Pricing Diagnostics

Use this skill to analyze Salesforce Revenue Cloud pricing implementations on core Salesforce Revenue Cloud / Agentforce Revenue Management. This is not Salesforce CPQ / Steelbrick CPQ. Do not start from SBQQ__* objects, CPQ price rules, product rules, or quote calculator plugins unless the user is explicitly asking about Salesforce CPQ instead of Revenue Cloud.

Default Workflow

When the user asks how a pricing field is populated, why a price changed, or how pricing logic works:

1. Identify the commercial object and field: Quote, Quote Line, Order, Order Item, Contract, Asset, or another mapped object. In an SFDX project, fields are usually under force-app/main/default/objects/<ObjectApiName>/fields/<FieldApiName>.field-meta.xml. Inspect XML tags such as <fullName>, <type>, <formula>, <formulaTreatBlanksAs>, <precision>, <scale>, and <required>.
2. Read the field metadata. Determine whether it is stored, formula, standard, custom, read-only, or calculated elsewhere. If the field is a formula, trace the fields referenced in <formula> before assuming pricing writes to it directly.
3. Find matching context attributes and context tags in context definitions. In SFDX source, these are usually under force-app/main/default/contextDefinitions/*.contextDefinition-meta.xml. Inspect <contextNodes>, <contextAttributes>, <title>, <dataType>, <fieldType>, <transient>, and <contextTags><title>....
4. Inspect context mappings for both hydration and persistence in the same context definition metadata. Look under <contextMappings>, <contextMappingIntents><mappingIntent>, <contextNodeMappings>, <contextAttributeMappings>, <contextAttrHydrationDetails>, <objectName>, <queryAttribute>, <contextAttribute>, <contextInputAttributeName>, <contextNode>, and <object>.
5. Trace bidirectionally between sObject fields and pricing tags. If a pricing step writes to a tag such as EffectiveFrom or EffectiveTo, find the context attribute that owns that tag, confirm it is inputoutput or output-capable, then trace its persistence mapping back to the target sObject field. Do not conclude a field is read-only to pricing until the save/writeback mapping has been checked.
6. Search expression set versions for the context tag, variable, output parameter, assignment, formula, aggregation, list operation, matrix lookup, or stop-pricing step. In SFDX source, pricing procedures are usually under force-app/main/default/expressionSetVersion/*.expressionSetVersion-meta.xml. Inspect <variables>, <name>, <input>, <output>, <dataType>, <steps>, <actionType>, <customElement>, <parameters>, <sequenceNumber>, <parentStep>, and <stepType>.
7. Inspect pricing elements and decision table references. Decision tables are usually under force-app/main/default/decisionTables/*.decisionTable-meta.xml, with dataset links under force-app/main/default/decisionTableDatasetLinks/*.decisionTableDatasetLink-meta.xml. Confirm <decisionTableParameters>, <fieldName>, <usage>, <operator>, <sequence>, <isRequired>, condition criteria, outputs, backing object/source, and active status.
8. Identify procedure-plan sequence when available. Procedure-plan deployable metadata may not exist in source; if absent, query the org for ProcedurePlanDefinition, ProcedurePlanDefinitionVersion, ProcedurePlanSection, and ProcedurePlanOption. Apex hooks referenced by procedure plans are usually under force-app/main/default/classes/<ClassName>.cls.
9. Produce a lineage report with evidence, likely failure points, and focused next checks.

When To Load References

• Read references/architecture.md when the agent needs the core Revenue Cloud mental model or must explain why this is not CPQ/SBQQ.
• Read references/field-lineage-workflow.md for any request that starts from a field, price component, total, discount, exchange rate, or formula result.
• Read references/procedure-plans.md when multiple pricing procedures, Apex hooks, or execution order may affect the result.
• Read references/pricing-elements-and-decision-tables.md when a value comes from a pricing element, expression set step, lookup table, formula, or aggregation.
• Read references/troubleshooting.md when pricing differs between UI/API, a lookup returns duplicates/no rows, a value is missing after pricing, or persistence fails.

Gotchas

• Revenue Cloud expression sets work with context tags and variables, not direct sObject fields.
• Context mappings are the bridge between sObject fields and context attributes. A field can exist on Quote and still be invisible to pricing if the mapping or tag is missing.
• A calculated expression set output will not write back unless the context attribute supports output and the save/persistence mapping includes the target field.
• Pricing can stamp a target sObject field indirectly: a procedure may assign a Quote/header value into a tag such as EffectiveFrom or EffectiveTo, and that tagged SalesTransactionItem attribute may persist to QuoteLineItem.StartDate or QuoteLineItem.EndDate. Always follow output tag -> context attribute -> object mapping before saying pricing does not write a field.
• Decision table duplicate-match errors can be caused by incomplete runtime lookup keys, not only duplicate data.
• UI pricing and API pricing can prepare context differently. Validate the runtime pricing context, not just the request payload.
• Apex pre-hooks should prepare context, not become a second pricing engine. Prefer lean context reads, bulk updates, and no DML inside pricing hooks.
• Procedure-plan metadata may not be deployed in source. Query the active org when the active sequence matters.

Output Template

Use this structure for field or pricing-dissection answers:

# Pricing Lineage: [Field or Price Result]

## Summary
[One-paragraph explanation of how the value is populated or affected.]

## Lineage
- sObject field:
- Context attribute/tag:
- Context mapping:
- Expression set/procedure:
- Pricing element or step:
- Decision table or formula:
- Procedure-plan sequence:
- Persistence/writeback path:

## Evidence
[Short file references, metadata snippets, or org query results.]

## Failure Points
[Most likely reasons the value is missing, wrong, or different between UI/API.]

## Next Checks
[Focused next actions if evidence is incomplete.]

Boundary

If the repo or org is Salesforce CPQ / Steelbrick CPQ, tell the user this skill is not the right diagnostic model and switch to CPQ-specific analysis. Evidence of CPQ includes SBQQ__* objects, CPQ price rules, product rules, discount schedules, or quote calculator plugin code.