/q2c-audit

Run a complete Quote-to-Cash (Q2C) configuration audit with automated visualization of all CPQ/Q2C components.

The audit will generate:

• Q2C Process Flow: 10-stage process showing automation at each stage (Quote Creation → Revenue Recognition)
• Entity Relationship Diagram (ERD): CPQ object relationships with key fields
• Automation Cascades: How automation components trigger each other (flows, triggers, PBs, workflows)
• Approval Flows: Sequence diagrams for all approval processes
• CPQ Configuration Diagrams: Pricing rules, quote lifecycle, renewal flows, product bundles (requires assessment data)

Target Org: {org-alias}

Options (optional flags):

• --detail-level high-level|detailed|both: Diagram detail level (default: both)
• --output-dir <path>: Custom output directory
• --include-inactive: Include inactive automation and approval processes
• --focus-objects Quote,Opportunity: Analyze specific objects only
• --no-summary: Skip summary report generation

Output Location: ./q2c-audit-{org-alias}-{timestamp}/

Generated Artifacts:

• q2c-process/: Q2C process flow diagrams (high-level + detailed)
• erd/: Entity relationship diagrams (high-level + detailed)
• automation/: Automation cascade diagrams (high-level + detailed)
• approvals/: Approval flow sequence diagrams (one per process)
• cpq-configuration/: CPQ config diagrams (requires assessment data)
• Q2C-AUDIT-SUMMARY.md: Comprehensive summary report with links to all diagrams

Diagram Formats:

• Markdown files with Mermaid code blocks (viewable in GitHub, VS Code, etc.)
• All diagrams generated at both high-level (executive) and detailed (technical) views

Agents Used:

• q2c-process-flow-generator
• cpq-erd-generator
• cpq-automation-cascade-generator
• approval-flow-generator

Estimated Duration: 2-5 minutes depending on org complexity

Post-Audit Commands:

# View summary report
cat q2c-audit-{org-alias}-*/Q2C-AUDIT-SUMMARY.md

# View specific diagrams
cat q2c-audit-{org-alias}-*/q2c-process/q2c-process-flow-overview.md
cat q2c-audit-{org-alias}-*/erd/cpq-erd-detailed.md
cat q2c-audit-{org-alias}-*/automation/cpq-automation-cascade-detailed.md
cat q2c-audit-{org-alias}-*/approvals/approval-flow-*-detailed.md

# Open all markdown files in VS Code
code q2c-audit-{org-alias}-*/*.md

Integration with CPQ Assessor: This command generates the visualization layer. For complete CPQ assessment with data analysis:

# Run full CPQ assessment (includes Q2C audit diagrams)
Use the sfdc-cpq-assessor agent

Use Cases:

• Documentation: Visual documentation of Q2C configuration
• Onboarding: Help new team members understand the setup
• Troubleshooting: Identify automation conflicts and circular dependencies
• Audit & Compliance: Demonstrate process flows for stakeholders
• Optimization: Find redundant automation and approval bottlenecks

Run the Q2C audit orchestrator to generate a comprehensive visualization package for {org-alias} Salesforce org.