df-workshop-setup

Capture, replay, and verify seeded quotes and configuration drift in Revenue Cloud clone orgs.

33|12|Updated Sep 24, 2024
One-click install
npx skills add https://github.com/bgaldino/rlm-base-dev --skill df-workshop-setup-bgaldino
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: df-workshop-setup
Source: https://github.com/bgaldino/rlm-base-dev/tree/main/.cursor/skills/df-workshop-setup
Command: npx skills add https://github.com/bgaldino/rlm-base-dev --skill df-workshop-setup-bgaldino

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve? Preparing a fresh Revenue Cloud clone org for a Dreamforce hands-on workshop requires recreating seeded quotes, ramp deals, anchor records, and configuration toggles from a working org, and doing this manually is error-prone and risks breaking TrialForce templating. ## Core Features & Use Cases - Extract workshop drift: Run a read-only extractor against the working org to capture quotes, ramp segments, configured attributes, and seeded opportunities/accounts into a portable JSON spec with natural keys. - Replay into clones: Recreate quotes via the Place Sales Transaction API and build ramps through Create Ramp Deal so the platform generates line items, pricing, and fresh RampIdentifiers, with idempotent anchor upserts and optional config application. - Verify by query: Audit the clone with SOQL checks on quote totals, ramp segments, attribute counts, anchors, and permission-set/pricing-procedure state before handing the org to TrialForce or OrgFarm. - Use Case: Before a DF workshop, extract the seeded quote set from the working org, replay it into each clone, verify economics match the source, and template the clone with Data Cloud still disabled. ## Quick Start Ask the agent to extract the workshop quotes from the working org and replay them into the clone org, then verify the results with the SOQL validation queries.

Frequently Asked Questions about df-workshop-setup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare a Revenue Cloud clone org for a Dreamforce workshop?

Extract the workshop drift from the working org with the extractor script, replay it into the clone using the insert script, then verify quote totals, ramp segments, and anchors with SOQL queries. Finally hand the clone to TrialForce or OrgFarm with Data Cloud still disabled.

How do I recreate ramp quotes in a Salesforce clone org?

Place the primary Year-1 segment first, then call the Create Ramp Deal API with the subscription term and yearly segment type, and place-with-context to reprice later segments. Never copy source-org RampIdentifier tokens or DML ramp segment rows directly.

Why can't I enable Data Cloud before TrialForce templating?

Provisioning Data Cloud on the org breaks TrialForce snapshot creation, so the template must be captured with Data Cloud off. Attendees enable it post-clone, and any live end-to-end validation should run on a separate disposable clone.

Can I insert QuoteLineItem records directly with DML?

No, direct QuoteLineItem DML is rejected or inconsistent for TermDefined products. Quotes must be replayed through the Place Sales Transaction API so the platform generates and prices line items, attributes, and ramp segments.

When should I use this skill instead of a generic SFDMU data plan?

Use this skill only for DF hands-on workshop org preparation involving capture, replay, and verification of seeded quotes and toggles. Generic data migration outside the workshop belongs in the sfdmu-data-plans skill, and standalone ramp demos belong in the ramp-demo-kit.