renewal-asset-creation

Creates renewal-ready Salesforce Revenue Cloud assets through Quote to Order to Activation flows.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve? Building realistic renewal test data in Salesforce Revenue Cloud is hard because lifecycle fields like LifecycleEndDate and state periods must be platform-derived, not hand-inserted. This Skill produces renewal-ready Assets through the real Quote → Order → Activation path, spread across the four renewal expiry windows, with optional multi-year lifecycle event history. ## Core Features & Use Cases - Expiry-bucket asset generation: Builds assets distributed across the ≤30, 30-60, 60-90, and >90 day renewal windows by back-solving start dates from term length. - Lifecycle history augmentation: Layers Renewal, Upsell, and Downsell events onto existing pristine assets using their booked post-discount amounts, with a guarded reset script for rebuilds. - Deterministic dry-run planning: Prints the full bucket/start/end/SKU/account plan offline before any org writes, with per-run CSV result logging. - Use Case: You need renewal revenue-insights test data on accounts like Infinitech. Run the bucket builder with a TermDefined selling model to create four assets (one per window), then augment them with a six-event lifecycle history for renewal-quote testing. ## Quick Start Ask the agent to run the renewal bucket builder in dry-run mode for your org alias, accounts, and SKU to preview the expiry-window plan before building the assets.

Frequently Asked Questions about renewal-asset-creation

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

FAQPage Schema
How do I create renewal test assets in Salesforce Revenue Cloud?

Run the build_renewal_buckets.py driver with your org alias, accounts, SKUs, and a TermDefined selling model. It builds each asset through Quote to Order to Activation so the platform derives LifecycleEndDate and state periods, spreading assets across the four expiry windows.

How do I add renewal and upsell history to existing Salesforce assets?

Edit the ASSET_IDS or ACCOUNT_NAME_LIKE selector in augment_asset_lifecycle.apex and run it with sf apex run. It layers Renewal, Upsell, and Downsell events onto pristine assets only, reusing each asset's booked post-discount amounts from its Initial-Sale state period.

Can I insert Asset records directly with DML in Revenue Cloud?

No. Direct Asset, AssetStatePeriod, or AssetAction DML is not viable for TermDefined products because lifecycle fields must be platform-derived. Assets must be built through the Quote to Order to Activation flow so the platform creates lifecycle records.

Why did the augment script skip some of my assets?

The augment Apex only touches pristine assets with exactly one Initial-Sale action and one state period. Assets that already carry lifecycle history are skipped and logged, so a second run is a no-op; run reset_augment.apex first to rebuild.

What selling models work for renewal expiry window testing?

Only TermDefined selling models work because expiry windows require a LifecycleEndDate; Evergreen and OneTime are unsupported. The selling model name must exist for the SKU, for example QB-DB offers only Term Annual.

When should I not use the renewal bucket builder?

Avoid it for usage-rating demos, transaction or invoice seed data, and Pack, Commit, or Bundle SKUs that need binding or anchor handling. Use build_quote_to_asset.py directly for usage verification or the txn-data-harness skill for transaction data.