Salesforce CPQ assessment methodology. Use when evaluating CPQ configuration, pricing rules, product bundles, discount schedules, or quote templates. Provides structured audit framework with data quality protocols and error taxonomy for keep/optimize/remove recommendations.
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data-quality-protocol.md.encerror-taxonomy.mdmethodology.md.encreport-templates.mdDesigns and optimizes AI agent action spaces, tool definitions, observation formats, error recovery, and context for higher task completion rates.
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Activate this skill when the user:
The CPQ assessment follows a 5-phase methodology:
| Score | Rating | Recommendation |
|---|---|---|
| < 20% | LOW | REMOVE |
| 20-50% | MEDIUM | OPTIMIZE |
| > 50% | HIGH | KEEP |
| Score | Rating | Action |
|---|---|---|
| < 20 | SIMPLE | Minor cleanup |
| 20-50 | MODERATE | Review for consolidation |
| > 100 | COMPLEX | Major simplification needed |
Before drawing ANY conclusion:
For detailed methodology, see:
methodology.md - Complete phase-by-phase guidedata-quality-protocol.md - Data validation requirementserror-taxonomy.md - Common errors and fixesreport-templates.md - Output format templates