Salesforce Revenue Cloud Skills

An open-source kit of Agent Skills for Salesforce Revenue Cloud architects, developers, consultants, and implementation teams.

These skills help agents work across core Salesforce Revenue Cloud topics, including pricing diagnostics, Product Catalog Management (PCM) master data, Product Configurator Business APIs, and Decision Table lookups.

What Are Agent Skills?

Agent Skills are reusable instruction packages that teach AI coding agents how to perform specialized workflows. A skill is usually a folder containing a SKILL.md file, plus optional reference documents, scripts, examples, and evals.

Skills work through progressive disclosure:

1. The agent first reads only each skill’s name and description.
2. When a user request matches the skill, the agent loads the full SKILL.md.
3. The agent can then read supporting reference files only when the task needs them.

This lets agents keep domain expertise available without loading every detail into context for every request.

Available Skills

Revenue Cloud Pricing Diagnostics

Path: skills/revenue-cloud-pricing-diagnostics/ · Full skill: SKILL.md

Use this skill when you want an agent to inspect pricing in Salesforce Revenue Cloud, Agentforce Revenue Management, Revenue Cloud Advanced, or Revenue Cloud Billing implementations built on core Salesforce objects, especially when tracing:

• How a Quote, Quote Line, Order, or pricing field is populated.
• Which context definition, context mapping, or context tag feeds a value.
• Which expression set, pricing element, formula, aggregation, or decision table calculates a value.
• Which procedure plan or Apex pre-hook affects pricing sequence.
• Why pricing differs between UI and API flows.

This skill is for the new core Salesforce Revenue Cloud product family. It is not intended for legacy managed-package Salesforce CPQ / Steelbrick CPQ SBQQ__* or legacy Salesforce Billing BLNG__* analysis.

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Revenue Cloud Product Catalog Management (PCM)

Path: skills/revenue-cloud-pcm/ · Full skill: SKILL.md

Use this skill when you want an agent to design, inspect, troubleshoot, export, import, or migrate Salesforce Revenue Cloud PCM master data, especially involving:

• Catalogs, categories, products, and bundle structures.
• Dynamic attributes, picklists, classifications, and product-specific overrides.
• Qualification and disqualification rules for product visibility.
• Selling models, product discovery, and catalog browse behavior.
• PCM object lookups, CSV loads, sandbox loads, and migration planning.

This skill is for core Salesforce Revenue Cloud / Agentforce Revenue Management / Revenue Cloud Advanced / Revenue Cloud Billing PCM objects such as Product2, ProductCatalog, ProductCategory, ProductClassification, and ProductRelatedComponent. It is not intended for legacy Salesforce CPQ SBQQ__* or legacy Salesforce Billing BLNG__* managed-package patterns unless explicitly requested.

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Revenue Cloud Product Configurator Business APIs

Path: skills/revenue-cloud-config-apis/ · Full skill: SKILL.md

Use this skill when you want an agent to reference or call the Salesforce Revenue Cloud (Revenue Lifecycle Management) Product Configurator Connect REST resources, especially involving:

• Configuring a product bundle and running configuration rules.
• Loading, getting, setting, or saving a configuration instance.
• Adding, updating, or deleting configuration nodes.
• Setting product quantity through the runtime system.
• Executing configurator rules for a quote or order via contextId or transactionId.

The skill bundles sample payloads and a call-configurator-apis.sh script that authenticates through the Salesforce CLI and POSTs to all ten configurator resources. Minimum API version is v67.0.

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Revenue Cloud Pricing Business APIs

Path: skills/revenue-cloud-pricing-apis/ · Full skill: SKILL.md

Use this skill when you want an agent to reference or call the Salesforce Revenue Cloud (Agentforce Revenue Management) Pricing Connect REST resources under /connect/core-pricing and /connect/procedure-plan-definitions, especially involving:

• Pricing a cart or line items in one call, or pricing against an existing price context.
• Syncing pricing data to decision tables before pricing.
• Reading, cloning, or mapping pricing recipes and listing valid pricing elements.
• Retrieving the price waterfall and pricing execution logs to debug a pricing run.
• PBE-derived pricing and versioned adjustment revisions.
• Creating, evaluating, and versioning procedure plan definitions.

The skill bundles sample payloads and a call-pricing-apis.sh script that authenticates through the Salesforce CLI and calls each resource by name (GET/POST, with path and query parameter support). Minimum API version is v67.0. It is not intended for legacy Salesforce CPQ SBQQ__* or Salesforce Billing BLNG__* pricing.

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Revenue Cloud Transaction Management Business APIs

Path: skills/revenue-cloud-txn-management-apis/ · Full skill: SKILL.md

Use this skill when you want an agent to reference or call the Salesforce Revenue Cloud (Agentforce Revenue Management) Transaction Management Connect REST resources for Quote & Order Capture, especially involving:

• Creating or updating a quote or order with integrated pricing, configuration, and tax (Place Sales Transaction).
• Fetching instant pricing for a quote or order line data grid.
• Running asset actions: amend, cancel, renew, swap, upgrade, and downgrade.
• Cloning or reading a sales transaction, and creating supplemental/change orders.
• Managing ramp deals (create, update, delete, view) and persisting them.
• Getting or creating promotions, and debugging asynchronous Place Sales Transaction errors.

The skill bundles sample payloads and a call-txn-management-apis.sh script that authenticates through the Salesforce CLI and calls each resource by name (GET/POST/PUT, with path and query parameter support). Minimum API version is v67.0. It is not intended for legacy Salesforce CPQ SBQQ__* or Salesforce Billing BLNG__* quoting.

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Revenue Cloud Decision Table

Path: skills/revenue-cloud-decision-table/ · Full skill: SKILL.md

Use this skill when you want an agent to find, inspect, invoke, or debug Salesforce Revenue Cloud Decision Tables, especially involving:

• Locating a Decision Table Id from a name, developer name, or pricing component.
• Discovering required input fields and building conditionsList payloads.
• Invoking the Connect REST decision-table lookup API.
• Validating pricing lookup outcomes or debugging datasetLinkName and auth issues.

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Enable Advance Configurator

Path: skills/enable-advance-configurator/ · Full skill: SKILL.md

Use this skill when you want an agent to enable and set up Advanced Configurator (Constraint Rules Engine) in a Salesforce Revenue Cloud org, especially involving:

• Org alias confirmation and preflight checks with Salesforce CLI.
• Creating required ConstraintEngineNodeStatus__c fields on Quote Line Item, Order Item, and Asset Action Source.
• Deploying setup triggers for QuoteLineItem and OrderItem population logic.
• Creating or reusing TransactionProcessingType records with RuleEngine = AdvancedConfigurator.
• Pausing for required manual Salesforce Setup actions in Revenue Settings and page layouts.

This skill is designed to combine safe automation (--dry-run, --confirm) with explicit user checkpoints for UI-only or irreversible setup steps.

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Salesforce Revenue Cloud Pricing

Path: skills/salesforce-revenue-cloud-pricing/ · Full skill: SKILL.md

Use this skill when you want an agent to design, implement, debug, or explain Salesforce Revenue Cloud pricing logic, especially involving:

• Pricing procedures, pricing recipes, and procedure plans.
• Decision tables, price adjustment schedules, and Apex pricing hooks.
• Product discovery pricing, headless pricing APIs, and quote/order runtime pricing.
• Price Waterfall, Revenue Cloud Operations Console logs, and unexpected pricing results.

For field-level lineage in an existing implementation, pair this skill with revenue-cloud-pricing-diagnostics.

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Installation

This folder is designed to be copied into any project or agent skill directory.

Option 1: Install With npx (Recommended)

Use the rcaskills CLI to install from GitHub:

# Install all skills (interactive location prompt)
npx rcaskills add arohitu/salesforce-revenue-cloud-skills

# Install specific skills only
npx rcaskills add arohitu/salesforce-revenue-cloud-skills --skill enable-advance-configurator revenue-cloud-config-apis revenue-cloud-pricing-apis revenue-cloud-txn-management-apis revenue-cloud-decision-table revenue-cloud-pcm revenue-cloud-pricing-diagnostics salesforce-revenue-cloud-pricing

# List available skills in the repository
npx rcaskills add arohitu/salesforce-revenue-cloud-skills --list

Behavior:

• Prompts for install target: project ./.agents/skills or global ~/.agents/skills.
• Creates .agents/skills if missing.
• Interactive multi-select supports arrow keys to navigate, spacebar to select, and enter to install.
• Defaults to all skills selected when --skill is not provided.

Option 2: Clone The Kit

git clone https://github.com/arohitu/salesforce-revenue-cloud-skills.git

Then copy the skill folder into the location your agent uses for skills.

For Cursor, a project-local skill can live under:

.cursor/skills/revenue-cloud-config-apis/
.cursor/skills/revenue-cloud-pricing-apis/
.cursor/skills/revenue-cloud-txn-management-apis/
.cursor/skills/revenue-cloud-decision-table/
.cursor/skills/enable-advance-configurator/
.cursor/skills/revenue-cloud-pricing-diagnostics/
.cursor/skills/revenue-cloud-pcm/
.cursor/skills/salesforce-revenue-cloud-pricing/

For agents that use the open Agent Skills format, copy the folder into that agent’s configured skills directory.

Option 3: Add To An Existing Project

From your project root:

mkdir -p .cursor/skills
cp -R /path/to/salesforce-revenue-cloud-skills/skills/revenue-cloud-config-apis .cursor/skills/
cp -R /path/to/salesforce-revenue-cloud-skills/skills/revenue-cloud-pricing-apis .cursor/skills/
cp -R /path/to/salesforce-revenue-cloud-skills/skills/revenue-cloud-txn-management-apis .cursor/skills/
cp -R /path/to/salesforce-revenue-cloud-skills/skills/revenue-cloud-decision-table .cursor/skills/
cp -R /path/to/salesforce-revenue-cloud-skills/skills/enable-advance-configurator .cursor/skills/
cp -R /path/to/salesforce-revenue-cloud-skills/skills/revenue-cloud-pricing-diagnostics .cursor/skills/
cp -R /path/to/salesforce-revenue-cloud-skills/skills/revenue-cloud-pcm .cursor/skills/
cp -R /path/to/salesforce-revenue-cloud-skills/skills/salesforce-revenue-cloud-pricing .cursor/skills/

Restart or refresh your agent session, then ask the agent to list available skills if your client supports that command.

Option 4: Use As A Standalone Repo

You can also keep salesforce-revenue-cloud-skills/ as its own repository and copy or symlink individual skill folders into projects where Revenue Cloud expertise is needed.

Usage

Once installed, ask your agent Revenue Cloud questions in natural language.

Example prompts:

Help me understand how Quote.RCA_TotalMRRAmount__c is populated by Revenue Cloud pricing.

Trace how this pricing field is calculated. Start from the field metadata, then follow context mappings, expression sets, pricing elements, and decision tables.

Why does this quote price correctly in the UI but fail through the Place Sales Transaction API with DUPLICATE_VALUE_FOUND_IN_LOOKUP?

Find which procedure plan section or pricing procedure writes the final total for this field.

Explain how the exchange rate field is looked up and how it impacts quote currency totals.

Help me design a Product Catalog Management model for a configurable broadband bundle with dynamic attributes and qualification rules.

Why is this product missing from Browse Catalogs? Check catalog/category links, effective dates, qualification rules, and Product Discovery indexing.

Create a migration plan for moving a PCM catalog and its bundle products between Salesforce orgs.

Call the Revenue Cloud Product Configurator APIs to load a configuration instance for this quote and then add nodes to the bundle.

Dry-run the bundled configurator API script against my org and show me the URLs for configure and load-instance.

Call the Revenue Cloud pricing API to price this cart and return the net unit price per line item.

My pricing REST call returns 200 but some line items have no price. Pull the execution logs and price waterfall to debug it.

Place this quote over the Revenue Cloud REST API with pricing and tax, then check the tracker id for async errors.

Amend this usage asset to add 5 licenses via the Transaction Management API and tell me which permission set I need.

Find the Decision Table used for volume discounting and invoke it with the quote's product and quantity inputs.

Help me enable Advanced Configurator in org alias rc-dev. Start with prereq checks, then dry-run deployment, then ask me before live changes.

Create or reuse a TransactionProcessingType with RuleEngine AdvancedConfigurator and tell me which manual Revenue Settings toggles I must complete.

Help me design a pricing procedure for product discovery list prices using decision tables and a pricing recipe.

For pricing diagnostics, the agent should produce a concise lineage report showing the object field, context attribute/tag, context mapping, expression set or pricing step, decision table or formula, procedure-plan sequence, writeback path, and likely failure points.

For PCM work, the agent should ground recommendations in the relevant core objects, relationships, effective dates, qualification rules, bundle structure, migration load order, and org/API-version constraints.

For Product Configurator API work, the agent should use the bundled payloads and script, respect the v67.0 minimum API version, and distinguish transactionId from contextId when calling load, configure, node, quantity, and rules resources.

For Transaction Management API work, the agent should select the right resource (favoring place-sales-transaction over the deprecated place-order/place-quote), build a valid object graph, treat Place Sales Transaction as asynchronous by checking the tracker id via sales-transaction-errors, and persist ramp-deal changes by passing the returned context id to place-sales-transaction.

For Decision Table work, the agent should identify the table Id, build a valid conditionsList payload, invoke the lookup API, and report outcomeList values and errors.

For Enable Advance Configurator work, the agent should validate org readiness first, perform dry-run-first setup automation, pause for manual Revenue Settings/page-layout actions, and only execute live deploy or Tooling API creation after explicit confirmation.

For pricing design and debugging, the agent should identify the pricing surface, map the path from context to result, and use simulation or Price Waterfall when validating behavior.

Skill Quality Notes

Each skill follows the open Agent Skills structure: a root SKILL.md with name and description frontmatter, concise activation instructions, and supporting files loaded only when needed.

For pricing diagnostics, SKILL.md stays focused on the default workflow, reference selection, gotchas, output template, and the legacy managed-package CPQ/Billing boundary. Deeper Revenue Cloud details live in references/, and quality scenarios live in evals/evals.json.

Repository Structure

.
├── skills/
│   ├── revenue-cloud-config-apis/
│   │   ├── SKILL.md
│   │   ├── references/
│   │   │   └── resources.md
│   │   ├── payloads/
│   │   │   ├── configure.json
│   │   │   ├── load-instance.json
│   │   │   └── ...
│   │   └── scripts/
│   │       └── call-configurator-apis.sh
│   ├── revenue-cloud-pricing-apis/
│   │   ├── SKILL.md
│   │   ├── references/
│   │   │   └── resources.md
│   │   ├── payloads/
│   │   │   ├── pricing.json
│   │   │   ├── price-context.json
│   │   │   └── ...
│   │   ├── evals/
│   │   │   └── evals.json
│   │   └── scripts/
│   │       └── call-pricing-apis.sh
│   ├── revenue-cloud-txn-management-apis/
│   │   ├── SKILL.md
│   │   ├── references/
│   │   │   └── resources.md
│   │   ├── payloads/
│   │   │   ├── place-sales-transaction.json
│   │   │   ├── amend.json
│   │   │   └── ...
│   │   ├── evals/
│   │   │   └── evals.json
│   │   └── scripts/
│   │       └── call-txn-management-apis.sh
│   ├── enable-advance-configurator/
│   │   ├── SKILL.md
│   │   ├── references/
│   │   │   └── setup-workflow.md
│   │   ├── evals/
│   │   │   └── evals.json
│   │   └── scripts/
│   │       ├── check-advanced-configurator-prereqs.sh
│   │       ├── prepare-advanced-configurator-source.sh
│   │       ├── deploy-advanced-configurator-source.sh
│   │       ├── create-advanced-configurator-tpt.sh
│   │       └── verify-advanced-configurator-setup.sh
│   ├── revenue-cloud-decision-table/
│   │   ├── SKILL.md
│   │   └── scripts/
│   │       ├── find-decision-table.sh
│   │       ├── inspect-decision-table-inputs.sh
│   │       └── invoke-decision-table.sh
│   ├── revenue-cloud-pricing-diagnostics/
│   │   ├── SKILL.md
│   │   ├── references/
│   │   └── evals/
│   ├── revenue-cloud-pcm/
│   │   ├── SKILL.md
│   │   ├── references/
│   │   └── scripts/
│   └── salesforce-revenue-cloud-pricing/
│       ├── SKILL.md
│       └── references/
├── bin/
│   └── rcaskills.js
├── src/
│   └── cli.js
├── package.json
├── CONTRIBUTING.md
├── LICENSE
└── README.md

Contributing

Contributions are welcome. Useful contributions include:

• New Revenue Cloud skills.
• Better field-lineage workflows.
• Additional troubleshooting patterns from real implementations.
• Evals that test skill quality across different Revenue Cloud orgs.
• Documentation improvements.

See CONTRIBUTING.md for contribution guidelines.

License

This project is released under the MIT License. See LICENSE.