ramped-quotes

Build and verify multi-year group-ramp Revenue Cloud quotes through the Connect API.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Creating multi-year ramped quotes in Salesforce Revenue Cloud requires a precise sequence of Connect API calls (place, EditGroup, clone, reprice) with strict field legality rules, status polling, and compound uplift configuration that are easy to get wrong. ## Core Features & Use Cases - Proven build sequence: Step-by-step Connect API payloads for creating a quote, marking period 1 ramped via EditGroup, cloning additional segments, and applying per-segment uplift. - Compound uplift guidance: Explains how to set RampUpliftType on the RampScheduleGroup and UnitPriceUplift per segment, with the PriceRevision engine prerequisites. - Verification and read-back: SOQL read-back queries, CalculationStatus polling rules, TCV reporting, and validation checklists. - Use Case: Build a 3-year ramped quote on a standalone subscription SKU with 5% then 3% compound uplift, poll each mutation to a settled state, and verify the compounded net prices numerically. ## Quick Start Ask the agent to build a three-year group-ramp quote for a given account and product SKU using the ramped-quotes skill, then verify the per-segment uplift on a live org.

Frequently Asked Questions about ramped-quotes

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

FAQPage Schema
How do I create a multi-year ramped quote with the Salesforce Connect API?

Create the quote with placeSalesTransaction including a QuoteLineGroup and lines, then call placeSalesTransaction with groupRampAction EditGroup to set IsRamped and SegmentType, then call the clone endpoint once per additional period, polling Quote.CalculationStatus between calls.

What is the difference between a group ramp and a line ramp in Revenue Cloud?

A group ramp creates one QuoteLineGroup per period carrying RampIdentifier and supports compound uplift through RampUpliftType on the group. A line ramp uses createRampDeal on a single line, produces ungrouped segments, and cannot compound.

How do I configure compound price uplift on a ramped quote?

Set RampUpliftType to Compound on the top-level RampScheduleGroup and per-segment UnitPriceUplift on each line, then reprice with pricingPref Force. It also requires Advanced Detail Line Pricing enabled and a fully configured PriceRevision element in the pricing procedure.

Why does my ramped quote line have a null RampIdentifier?

A null RampIdentifier on read-back usually means the org's context definitions are stale rather than a graph mistake. Running a Context Definition sync fixes it; see the context-service skill for the sync procedure.

Can I ramp a bundle with an active constraint model?

No. A bundle re-expands its children on each clone when the CML constraint model is active, which is a known issue. Keep ramp builds on standalone products using configurationMethod Skip.

Why must Yearly ramp segments be exactly 365 days?

The Yearly segment type requires exactly 365 days for all segments, so calendar-year spans fail in leap years like 2028. Use StartDate plus 364 days, or use SegmentType Custom for variable or true calendar-year durations.