df-workshop-setup

Captures, replays, and verifies seeded quotes and configuration drift in Salesforce Revenue Cloud clone orgs.

5|3|Updated Sep 9, 2026
One-click install
npx skills add https://github.com/SalesforceLabs/revenue-cloud-foundations --skill df-workshop-setup-salesforcelabs
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: df-workshop-setup
Source: https://github.com/SalesforceLabs/revenue-cloud-foundations/tree/main/.cursor/skills/df-workshop-setup
Command: npx skills add https://github.com/SalesforceLabs/revenue-cloud-foundations --skill df-workshop-setup-salesforcelabs

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 exactly as they exist in the working org, without breaking TrialForce or OrgFarm templating. Manual recreation is error-prone, and direct DML on quote line items is rejected by the platform. ## 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 via platform APIs: Recreate quotes through the Place Sales Transaction API and build ramps with Create Ramp Deal so the platform prices lines and mints fresh RampIdentifiers, never copying source-org tokens. - Verify by query before templating: Audit the clone with SOQL checks on line counts, calculation status, grand totals, ramp segments, and permission-set state before handing it to TrialForce or OrgFarm. - Use Case: You receive a fresh clone org that must become the DF26 workshop template. Extract the drift spec from the working org, replay it into the clone with config applied, run the validation queries, and hand off the verified clone for templating 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 result with the SOQL validation queries before templating.

Frequently Asked Questions about df-workshop-setup

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

FAQPage Schema
How do I seed quotes into a Salesforce Revenue Cloud clone org?

Replay quotes through the Place Sales Transaction API (POST /connect/rev/sales-transaction/actions/place) so the platform generates and prices line items. Direct QuoteLineItem DML is rejected or inconsistent for TermDefined products, so quotes are never inserted directly.

How do I recreate a ramp deal quote in Revenue Cloud?

Place the primary Year-1 segment first, then call Create Ramp Deal with subscriptionTerm set to 12 times N months and segmentType YEARLY, then place-with-context to reprice later segments. The platform mints fresh RampIdentifiers, so never copy the source org's tokens.

Can I enable Data Cloud on an org before TrialForce templating?

No. Provisioning Data Cloud breaks TrialForce snapshot creation, so the template source org 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.

Why does quote replay fail when a pricing procedure is active?

The replay script detects an active DefaultPricing ExpressionSet version and fails with manual deactivation instructions rather than auto-deactivating it. Deactivate the procedure version (do not delete it) using the expression-sets scripts, then rerun the replay.

When should I not use this workshop setup workflow?

Do not use it for generic SFDMU data plans, ramp-quote demos outside the workshop, or CRUD operations on pricing expression sets. Those scenarios belong to the sfdmu-data-plans, ramp-demo-kit, or expression-sets skills respectively.