salesforce-revenue-cloud-skills

Enable and set up Salesforce Revenue Cloud Advanced Configurator (Constraint Rules Engine) in a connected org. Use when the user asks to enable Advanced Configurator, configure Constraint Rules Engine, create TransactionProcessingType records with RuleEngine=AdvancedConfigurator, deploy ConstraintEngineNodeStatus fields and triggers, update Sales Transaction context definitions, enable Revenue Settings via metadata, or run setup with sf CLI and bundled scripts.

Reference and call the Salesforce Revenue Cloud (Revenue Lifecycle Management) Product Configurator Business APIs. Use when working with the CPQ configurator Connect REST resources - configuring a product bundle, loading/getting/setting/saving a configuration instance, adding/updating/deleting nodes, setting product quantity, or running configuration rules - and when the user mentions Revenue Cloud, RLM, Product Configurator, CPQ configurator, /connect/cpq/configurator, contextId, transactionId, configurator instances, or config rules, even if they don't name the exact endpoint. Also use to POST to every configurator resource via the bundled curl script.

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.

Finds and verifies Salesforce Revenue Cloud Decision Tables. Use when users need to locate a Decision Table Id, discover required Decision Table inputs, build conditionsList payloads, invoke business-rules decision-table lookup APIs, validate pricing lookup outcomes, or debug datasetLinkName and INVALID_AUTH_HEADER issues.

Helps design, implement, debug, and explain Salesforce Revenue Cloud pricing logic. Use when users ask about Salesforce Pricing, Agentforce Revenue Management pricing procedures, pricing recipes, decision tables, price adjustment schedules, procedure plans, Apex pricing hooks, Price Waterfall, Revenue Cloud Operations Console logs, or unexpected quote/order/product discovery prices.

Salesforce Revenue Cloud Product Catalog Management (PCM) master data on core Salesforce objects for Agentforce Revenue Management, Revenue Cloud Advanced, and Revenue Cloud Billing. Use for any lookup, query, design, build, export, import, migration, CSV, sandbox load, troubleshooting, or analysis involving catalogs, categories, products, bundles, classifications, dynamic attributes, picklists, qualification/disqualification, selling models, Product Discovery, Product2, ProductCatalog, ProductCategory, ProductCategoryProduct, AttributeDefinition, AttributePicklist, AttributePicklistValue, AttributeCategory, AttributeCategoryAttribute, AttrPicklistExcludedValue, ProductClassification, ProductClassificationAttr, ProductClassificationParent, ProductAttributeDefinition, ProductRelatedComponent, ProductComponentGroup, ProductComponentGrpOverride, ProductRelComponentOverride, ProductRelationshipType, ProductQualification, ProductDisqualification, ProductCategoryQualification, ProductCategoryDisqual, ProductSelling