sf-industry-cme-epc-model

sf-industry-cme-epc-model: CME EPC Product and Offer Modeling

Expert Salesforce Industries CME EPC modeler for creating Product2-based catalog entries, assigning configurable attributes, and building offer bundles through Product Child Item relationships.

This skill is optimized for DataPack-style metadata authoring. Use the canonical template set in assets/:

• assets/product2-offer-template.json
• assets/attribute-assignment-template.json
• assets/product-child-item-template.json
• assets/pricebook-entries-template.json
• assets/price-list-entries-template.json
• assets/object-field-attributes-template.json
• assets/orchestration-scenarios-template.json
• assets/decomposition-relationships-template.json
• assets/compiled-attribute-overrides-template.json
• assets/override-definitions-template.json
• assets/parent-keys-template.json

Additional packaged examples are available under assets/examples/ with one folder per bundle/simple-offer sample. The root assets/ folder contains the canonical baseline template set for bundle authoring.

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Quick Reference

• Primary object: Product2 (EPC product and offer records)
• Attribute data: %vlocity_namespace%__AttributeMetadata__c, %vlocity_namespace%__AttributeDefaultValues__c, and %vlocity_namespace%__AttributeAssignment__c
• Offer bundle composition: %vlocity_namespace%__ProductChildItem__c
• Offer marker: %vlocity_namespace%__SpecificationType__c = "Offer" and %vlocity_namespace%__SpecificationSubType__c = "Bundle"
• Companion bundle artifacts: pricebook entries, price list entries, object field attributes, orchestration scenarios, decomposition relationships, compiled attribute overrides, override definitions, and parent keys

Scoring: 120 points across 6 categories.
Thresholds: >= 95 Deploy-ready | 70-94 Needs review | < 70 Block and fix.

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Asset Template Set

Use the root assets/ templates when creating a bundle payload:

• product2-offer-template.json
• attribute-assignment-template.json
• product-child-item-template.json
• pricebook-entries-template.json
• price-list-entries-template.json
• object-field-attributes-template.json
• orchestration-scenarios-template.json
• decomposition-relationships-template.json
• compiled-attribute-overrides-template.json
• override-definitions-template.json
• parent-keys-template.json

For additional real-world variants, use the per-example folders under assets/examples/.

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Core Responsibilities

1. Product Creation: Create EPC Product2 records with consistent naming, lifecycle dates, status, and classification fields.
2. Attribute Modeling: Define category-based attributes, defaults, valid value sets, display sequences, and required flags.
3. Offer Bundle Modeling: Compose offers with child products using %vlocity_namespace%__ProductChildItem__c records and clear quantity rules.
4. Companion Metadata Generation: Generate and align all related bundle files (pricing, object field attributes, orchestration/decomposition, overrides, parent keys) from the same offer baseline.
5. DataPack Consistency: Keep record source keys, global keys, lookup objects, and namespace fields internally consistent for deployment.

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Invocation Rules (Mandatory)

Route to this skill whenever the prompt intent matches either of these:

1. Create a product bundle:

   • User asks to create/build/generate/model an EPC offer bundle.
   • User asks for Product2 offer setup with Product Child Items.
   • User asks to generate bundle DataPack JSON artifacts from templates/examples.

2. Score or review an existing product bundle:

   • User asks to score/assess/validate/audit an existing EPC bundle.
   • User asks to apply the 120-point rubric to existing Product2/PCI/attribute payloads.
   • User asks for risk findings, quality gaps, or fix recommendations on bundle metadata.

Instruction priority: treat these two intents as direct triggers for sf-industry-cme-epc-model, even if the prompt is brief and does not mention EPC by name.

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Workflow (Create/Review)

Phase 1: Identify Catalog Intent

Ask for:

• Product type: spec product or offer bundle
• Domain taxonomy: Family, Type/SubType, category path, and channel
• Attribute requirements: required/optional, picklist values, default values
• Bundle composition: child products, quantity constraints, optional vs required
• Target org namespace model: %vlocity_namespace%, vlocity_cmt, or Core

Phase 1A: Clarifying Questions for Complete Bundle (Mandatory)

Before generating a new offer bundle payload, ask clarifying questions until all required inputs are known.

Required clarification checklist:

1. Offer identity
   • What is the offer name and ProductCode?
   • Is this net-new or an update to an existing Product2 offer?
2. Catalog classification
   • What are Family, Type/SubType, and channel/sales context values?
   • Should SpecificationType=Offer and SpecificationSubType=Bundle be set now?
3. Lifecycle and availability
   • What are EffectiveDate and SellingStartDate?
   • Should IsActive and %vlocity_namespace%__IsOrderable__c be true at creation time?
4. Child product composition
   • Which child products are included (name/code for each)?
   • For each child, what are required/optional semantics and sequence order?
5. Quantity behavior per child
   • What are MinQuantity, MaxQuantity, and default Quantity?
   • Should %vlocity_namespace%__MinMaxDefaultQty__c be enforced for each line?
6. Attribute model
   • Which attributes are required vs optional?
   • What are valid values, defaults, display types, and display sequences?
7. Pricing and companion artifacts
   • Should pricebook and price list entries be generated now?
   • Should orchestration/decomposition/override/parent-key files be included in the same request?
8. Namespace and keying
   • Which namespace convention should be used (%vlocity_namespace%, vlocity_cmt, or Core)?
   • Are there existing global keys/source keys to preserve?

If any required checklist item is unanswered, do not generate final bundle files yet; ask focused follow-up questions first.

Phase 2: Build Product2 Backbone

For every new EPC record, define:

• Name
• ProductCode (unique, stable, environment-agnostic)
• %vlocity_namespace%__GlobalKey__c (stable UUID-style key)
• %vlocity_namespace%__SpecificationType__c and %vlocity_namespace%__SpecificationSubType__c
• %vlocity_namespace%__Status__c and date fields (EffectiveDate, SellingStartDate)
• IsActive and %vlocity_namespace%__IsOrderable__c

Use assets/product2-offer-template.json as baseline structure.

Phase 3: Add Attributes

When attributes are required:

1. Populate %vlocity_namespace%__AttributeMetadata__c category and productAttributes records.
2. Populate %vlocity_namespace%__AttributeDefaultValues__c with attribute code to default value mapping.
3. Create %vlocity_namespace%__AttributeAssignment__c records with:
   • category linkage
   • attribute linkage
   • UI display type (dropdown, etc.)
   • valid values and default marker

Use assets/attribute-assignment-template.json as the assignment baseline.

Phase 4: Build Offer Bundles

For offers:

1. Keep parent Product2 record as offer (SpecificationType=Offer, SpecificationSubType=Bundle).
2. Create root %vlocity_namespace%__ProductChildItem__c row (IsRootProductChildItem=true).
3. Add child rows per component with:
   • parent and child references
   • sequence and line number
   • min/max/default quantity behavior (MinMaxDefaultQty, MinQuantity, MaxQuantity, Quantity)
4. Use override rows only when behavior differs from inherited/default behavior.

Use assets/product-child-item-template.json for child relationship structure.

For complete bundle payloads, also align and include:

• assets/pricebook-entries-template.json
• assets/price-list-entries-template.json
• assets/object-field-attributes-template.json
• assets/orchestration-scenarios-template.json
• assets/decomposition-relationships-template.json
• assets/compiled-attribute-overrides-template.json
• assets/override-definitions-template.json
• assets/parent-keys-template.json

Phase 4B: Generate Companion Metadata Files

When the user asks to generate a bundle, generate/update all companion files together as one coherent set:

1. pricebook-entries-template.json and price-list-entries-template.json
   • Keep Product2 GlobalKey/ProductCode references aligned with the parent offer.
2. object-field-attributes-template.json
   • Keep object class references and field mappings aligned with the same offer model.
3. orchestration-scenarios-template.json and decomposition-relationships-template.json
   • Keep decomposition and orchestration artifacts consistent with bundle child items.
4. compiled-attribute-overrides-template.json and override-definitions-template.json
   • Keep override keys and references aligned with attribute metadata and assignments.
5. parent-keys-template.json
   • Keep parent linkage values synchronized with generated artifact keys.

Mandatory rule: do not generate only a partial subset when a full bundle payload is requested unless the user explicitly asks for a limited file scope.

Phase 5: Validate and Handoff

Provide a completion block:

EPC Model Complete: <Name>
Type: <Spec Product|Offer Bundle>
ProductCode: <code>
Attributes: <count>
Bundle Children: <count>
Companion Metadata Files: <count generated>
Validation Score: <score>/120
Risks: <none|list>

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Generation Guardrails (Mandatory)

If any anti-pattern appears, stop and ask for confirmation before proceeding.

Anti-pattern	Why it fails	Required correction
Missing ProductCode or unstable code values	Breaks quote/cart references and package diffs	Use deterministic code convention
Hardcoded org-specific IDs in relationships	Fails across orgs/environments	Use lookup objects with matching keys/global keys
Offer bundle without root PCI row	Runtime bundle traversal issues	Add root %vlocity_namespace%__ProductChildItem__c
Attribute defaults not present in valid values	Invalid cart configuration defaults	Ensure default exists in allowed value set
Duplicate display sequences in same attribute category	UI ordering conflict	Enforce unique and spaced sequence values
Offer marked active with incomplete child references	Broken bundle at runtime	Complete and validate child link set before activation
Mixed naming styles (snake_case, ad hoc abbreviations)	Reduces maintainability and discoverability	Enforce naming convention from references doc

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Scoring Model (120 Points)

1) Catalog Identity and Naming (20)

• Product name clarity and uniqueness
• ProductCode convention quality
• Type/SubType/Family coherence
• Stable keying (GlobalKey, source key integrity)

2) EPC Product Structure (20)

• Required Product2 + EPC fields present
• Lifecycle dates and status alignment
• Orderable/active flags are coherent
• Record type and classification consistency

3) Attribute Modeling (25)

• Category and attribute grouping quality
• Valid values + default alignment
• Required/read-only/filterable semantics
• Display sequence and UX consistency

4) Offer Bundle Composition (25)

• Root PCI presence and correctness
• Child references and sequencing integrity
• Quantity constraints correctness
• Optional/required semantics reflected in min/max/defaults

5) DataPack Integrity (15)

• Namespace placeholder correctness
• Lookup object key integrity
• No environment-specific brittle fields

6) Documentation and Handoff (15)

• Clear explanation of modeled intent
• Testing checklist included
• Risks and assumptions explicitly called out

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CLI and Validation Commands

# Query candidate EPC products
sf data query -q "SELECT Id,Name,ProductCode,Family,IsActive FROM Product2 ORDER BY LastModifiedDate DESC" -o <org>

# Query Product Child Items for an offer
sf data query -q "SELECT Id,Name,%vlocity_namespace%__ParentProductName__c,%vlocity_namespace%__ChildProductName__c,%vlocity_namespace%__MinMaxDefaultQty__c FROM %vlocity_namespace%__ProductChildItem__c WHERE %vlocity_namespace%__ParentProductName__c='<Offer Name>'" -o <org>

# Retrieve Product2 metadata package members (as applicable to project format)
sf project retrieve start -m Product2:<DeveloperNameOrName> -o <org>

# Validate deployment in dry-run mode
sf project deploy start -x manifest/package.xml --dry-run -o <org>

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Sample Skill Invocation Commands

Use these examples to invoke this skill from your agent/CLI workflow:

# Create a new EPC offer bundle with full companion metadata
cursor-agent "Create a Product2 offer bundle named Business Internet Plus with ProductCode BIZ-INT-PLUS-01, 3 child products, and generate all companion DataPack JSON files from the assets templates."

# Add configurable attributes to an existing EPC Product2 record
cursor-agent "Update Product2 Business Internet Essential with attribute metadata/defaults/assignments for Bandwidth, ContractTerm, and StaticIPCount, including valid values and defaults."

# Build ProductChildItem relationships for an offer
cursor-agent "Create root and child %vlocity_namespace%__ProductChildItem__c records for offer Business Internet Essential VPL with min/max/default quantity rules."

# Review an existing DataPack for EPC modeling quality
cursor-agent "Review the Product2 bundle JSON files under skills/sf-industry-cme-epc-model/examples/business-internet-plus-bundle/, score against the 120-point rubric, and return risks plus required fixes."

# Convert a spec product into a bundle-ready offer payload
cursor-agent "Transform Product2 Dedicated Fiber 1G from spec product to offer bundle (SpecificationType=Offer, SpecificationSubType=Bundle) and generate aligned PCI + pricing artifacts."

If your environment uses a different command wrapper, keep the quoted instruction text and replace cursor-agent with your local agent command.

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Cross-Skill Integration

From Skill	To sf-industry-cme-epc-model	When
sf-industry-commoncore-omnistudio-analyze	-> sf-industry-cme-epc-model	Need current dependency and namespace inventory first
sf-metadata	-> sf-industry-cme-epc-model	Need object or field readiness before EPC modeling
sf-soql	-> sf-industry-cme-epc-model	Need existing catalog query analysis

From sf-industry-cme-epc-model	To Skill	When
sf-industry-cme-epc-model	-> sf-industry-commoncore-omniscript	Configure guided selling UX using the modeled catalog
sf-industry-cme-epc-model	-> sf-industry-commoncore-integration-procedure	Build server-side orchestration over product and pricing payloads
sf-industry-cme-epc-model	-> sf-deploy	Deploy validated catalog metadata

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External References

• EPC overview: Salesforce Help - Enterprise Product Catalog
• EPC naming conventions: Salesforce Help - EPC Naming Conventions
• EPC product catalog data model: Salesforce Help - Product Catalog ERD

Additional local references:

• references/epc-field-guide.md
• references/naming-conventions.md

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Notes

• This skill is intentionally DataPack-first and optimized for vlocity/Product2/... artifact authoring.
• Keep %vlocity_namespace% placeholders intact in templates to preserve portability.
• Prefer creating reusable spec products first, then assemble offers via child relationships.

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License

MIT License.