revenue-cloud-docs

Grounds Salesforce Revenue Cloud product claims against captured Help and Developer Guide snapshots.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Salesforce Help is an LWC single-page app that scrapers cannot read, and its per-release PDF compendiums are too large to grep or diff, so AI agents and writers have no reliable way to verify how Revenue Cloud features actually work before publishing claims. ## Core Features & Use Cases - Snapshot-based grounding: Verify Billing, Pricing, Quoting, Orders, Contracts, Assets, Usage, and DRO claims against per-article markdown snapshots at docs/salesforce/{release}/help/ and dev-guide/. - Snapshot refresh automation: Capture new Salesforce releases (264+) via the snapshot_{area}help{release} CCI tasks with discovery validation, manifest indexing, and cross-release diffs. - Use Case: Before authoring a Trailhead module passage asserting how Billing Arrangements work, grep the 264 snapshot for the feature, read the matching article, and cite its article ID in the Resources section. ## Quick Start Ask the agent to verify a Revenue Cloud feature claim by grepping the Help snapshot under docs/salesforce/264/help/articles/ and citing the matching article ID.

Frequently Asked Questions about revenue-cloud-docs

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

FAQPage Schema
How do I verify a Salesforce Revenue Cloud feature claim before publishing?

Grep the Help snapshot under docs/salesforce/{release}/help/articles/ for the feature's key terms, read the matching article for full context, and confirm the claim matches the article wording. Cite the article ID from the snapshot frontmatter rather than guessing a URL.

How do I capture Salesforce Help articles for a new release?

Run the release-specific CCI task, for example cci task run snapshot_billing_help_264 -o mode discover, then run the full capture. The task uses Playwright with a shadow-DOM walker and writes per-article markdown plus a manifest.json index.

What is the difference between the Help snapshot and the Developer Guide snapshot?

The Help snapshot covers admin and seller workflows like feature setup and configuration, while the Developer Guide snapshot covers object and field API names, Business APIs, Apex, Metadata types, and CML syntax. Ground developer claims against dev-guide and admin claims against help.

Why does a discovery run report zero articles for a Help area?

A zero count means either the root article ID is wrong or the sidebar walker failed before the SPA finished hydrating. Read the Discovered line in the task output: zero total before prefix filter indicates a bad root, while nonzero total with zero kept indicates a wrong prefix.

Can I hand-edit captured Help article markdown?

No, the capture task overwrites all article files on refresh. The only exception is a verified glued-link artifact, which requires updating the manifest body_length and total_captured_body_chars to stay consistent. Put annotations in sibling note files instead.

When should I not trust the snapshots for usage-based pricing behavior?

Neither snapshot documents usage runtime semantics such as drawdown order or what each bucket decrements. Establish those rules by live verification in an org, then record them in the data-model skill's usage domain notes.