Revenue Cloud Pricing Diagnostics

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//fields/.field-meta.xml. Inspect XML tags such as `, , , , , , and `.
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 `` 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 `, , , , , , and ...`.
4. Inspect context mappings for both hydration and persistence in the same context definition metadata. Look under `, , , , , , , , , , and `.
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 `, , , , , , , , , , , and `.
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 `, , , , , `, 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/.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.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: arohitu
• Source: arohitu/salesforce-revenue-cloud-skills
• License: MIT

Install and usage instructions live in the source repository linked above.