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.

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.

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/.

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.

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.

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>

Generation Guardrails (Mandatory)

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

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

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>

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.

Cross-Skill Integration

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

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.

License

MIT License.