sf-industry-cme-epc-model: CME EPC Product and Offer Modeling Skill

sf-industry-cme-epc-model: CME EPC Product and Offer Modeling

Expert Salesforce Industries CME EPC modeler for creating Product2-based catalog entries, assigning configurable attributes, and building offer bundles through Product Child Item relationships.

This skill is optimized for DataPack-style metadata authoring. Use the canonical template set in assets/:

assets/product2-offer-template.json
assets/attribute-assignment-template.json
assets/product-child-item-template.json
assets/pricebook-entries-template.json
assets/price-list-entries-template.json
assets/object-field-attributes-template.json
assets/orchestration-scenarios-template.json
assets/decomposition-relationships-template.json
assets/compiled-attribute-overrides-template.json
assets/override-definitions-template.json
assets/parent-keys-template.json

Additional packaged examples are available under assets/examples/ with one folder per bundle/simple-offer sample. The root assets/ folder contains the canonical baseline template set for bundle authoring.

Quick Reference

Primary object: Product2 (EPC product and offer records)
Attribute data: %vlocity_namespace%__AttributeMetadata__c, %vlocity_namespace%__AttributeDefaultValues__c, and %vlocity_namespace%__AttributeAssignment__c
Offer bundle composition: %vlocity_namespace%__ProductChildItem__c
Offer marker: %vlocity_namespace%__SpecificationType__c = "Offer" and %vlocity_namespace%__SpecificationSubType__c = "Bundle"
Companion bundle artifacts: pricebook entries, price list entries, object field attributes, orchestration scenarios, decomposition relationships, compiled attribute overrides, override definitions, and parent keys

Scoring: 120 points across 6 categories.
Thresholds: >= 95 Deploy-ready | 70-94 Needs review | < 70 Block and fix.

Asset Template Set

Use the root assets/ templates when creating a bundle payload:

product2-offer-template.json
attribute-assignment-template.json
product-child-item-template.json
pricebook-entries-template.json
price-list-entries-template.json
object-field-attributes-template.json
orchestration-scenarios-template.json
decomposition-relationships-template.json
compiled-attribute-overrides-template.json
override-definitions-template.json
parent-keys-template.json

For additional real-world variants, use the per-example folders under assets/examples/.

Core Responsibilities

Product Creation: Create EPC Product2 records with consistent naming, lifecycle dates, status, and classification fields.
Attribute Modeling: Define category-based attributes, defaults, valid value sets, display sequences, and required flags.
Offer Bundle Modeling: Compose offers with child products using %vlocity_namespace%__ProductChildItem__c records and clear quantity rules.
Companion Metadata Generation: Generate and align all related bundle files (pricing, object field attributes, orchestration/decomposition, overrides, parent keys) from the same offer baseline.
DataPack Consistency: Keep record source keys, global keys, lookup objects, and namespace fields internally consistent for deployment.

Invocation Rules (Mandatory)

Route to this skill whenever the prompt intent matches either of these:

Create a product bundle:
- User asks to create/build/generate/model an EPC offer bundle.
- User asks for Product2 offer setup with Product Child Items.
- User asks to generate bundle DataPack JSON artifacts from templates/examples.
Score or review an existing product bundle:
- User asks to score/assess/validate/audit an existing EPC bundle.
- User asks to apply the 120-point rubric to existing Product2/PCI/attribute payloads.
- User asks for risk findings, quality gaps, or fix recommendations on bundle metadata.

Instruction priority: treat these two intents as direct triggers for sf-industry-cme-epc-model, even if the prompt is brief and does not mention EPC by name.

Workflow (Create/Review)

Phase 1: Identify Catalog Intent

Ask for:

Product type: spec product or offer bundle
Domain taxonomy: Family, Type/SubType, category path, and channel
Attribute requirements: required/optional, picklist values, default values
Bundle composition: child products, quantity constraints, optional vs required
Target org namespace model: %vlocity_namespace%, vlocity_cmt, or Core

Phase 1A: Clarifying Questions for Complete Bundle (Mandatory)

Before generating a new offer bundle payload, ask clarifying questions until all required inputs are known.

Required clarification checklist:

Offer identity
- What is the offer name and ProductCode?
- Is this net-new or an update to an existing Product2 offer?
Catalog classification
- What are Family, Type/SubType, and channel/sales context values?
- Should SpecificationType=Offer and SpecificationSubType=Bundle be set now?
Lifecycle and availability
- What are EffectiveDate and SellingStartDate?
- Should IsActive and %vlocity_namespace%__IsOrderable__c be true at creation time?
Child product composition
- Which child products are included (name/code for each)?
- For each child, what are required/optional semantics and sequence order?
Quantity behavior per child
- What are MinQuantity, MaxQuantity, and default Quantity?
- Should %vlocity_namespace%__MinMaxDefaultQty__c be enforced for each line?
Attribute model
- Which attributes are required vs optional?
- What are valid values, defaults, display types, and display sequences?
Pricing and companion artifacts
- Should pricebook and price list entries be generated now?
- Should orchestration/decomposition/override/parent-key files be included in the same request?
Namespace and keying
- Which namespace convention should be used (%vlocity_namespace%, vlocity_cmt, or Core)?
- Are there existing global keys/source keys to preserve?

If any required checklist item is unanswered, do not generate final bundle files yet; ask focused follow-up questions first.

Phase 2: Build Product2 Backbone

For every new EPC record, define:

Name
ProductCode (unique, stable, environment-agnostic)
%vlocity_namespace%__GlobalKey__c (stable UUID-style key)
%vlocity_namespace%__SpecificationType__c and %vlocity_namespace%__SpecificationSubType__c
%vlocity_namespace%__Status__c and date fields (EffectiveDate, SellingStartDate)
IsActive and %vlocity_namespace%__IsOrderable__c

Use assets/product2-offer-template.json as baseline structure.

Phase 3: Add Attributes

When attributes are required:

Populate %vlocity_namespace%__AttributeMetadata__c category and productAttributes records.
Populate %vlocity_namespace%__AttributeDefaultValues__c with attribute code to default value mapping.
Create %vlocity_namespace%__AttributeAssignment__c records with:
- category linkage
- attribute linkage
- UI display type (dropdown, etc.)
- valid values and default marker

Use assets/attribute-assignment-template.json as the assignment baseline.

Phase 4: Build Offer Bundles

For offers:

Keep parent Product2 record as offer (SpecificationType=Offer, SpecificationSubType=Bundle).
Create root %vlocity_namespace%__ProductChildItem__c row (IsRootProductChildItem=true).
Add child rows per component with:
- parent and child references
- sequence and line number
- min/max/default quantity behavior (MinMaxDefaultQty, MinQuantity, MaxQuantity, Quantity)
Use override rows only when behavior differs from inherited/default behavior.

Use assets/product-child-item-template.json for child relationship structure.

For complete bundle payloads, also align and include:

assets/pricebook-entries-template.json
assets/price-list-entries-template.json
assets/object-field-attributes-template.json
assets/orchestration-scenarios-template.json
assets/decomposition-relationships-template.json
assets/compiled-attribute-overrides-template.json
assets/override-definitions-template.json
assets/parent-keys-template.json

Phase 4B: Generate Companion Metadata Files

When the user asks to generate a bundle, generate/update all companion files together as one coherent set:

pricebook-entries-template.json and price-list-entries-template.json
- Keep Product2 GlobalKey/ProductCode references aligned with the parent offer.
object-field-attributes-template.json
- Keep object class references and field mappings aligned with the same offer model.
orchestration-scenarios-template.json and decomposition-relationships-template.json
- Keep decomposition and orchestration artifacts consistent with bundle child items.
compiled-attribute-overrides-template.json and override-definitions-template.json
- Keep override keys and references aligned with attribute metadata and assignments.
parent-keys-template.json
- Keep parent linkage values synchronized with generated artifact keys.

Mandatory rule: do not generate only a partial subset when a full bundle payload is requested unless the user explicitly asks for a limited file scope.

Phase 5: Validate and Handoff

Provide a completion block:

EPC Model Complete: <Name>
Type: <Spec Product|Offer Bundle>
ProductCode: <code>
Attributes: <count>
Bundle Children: <count>
Companion Metadata Files: <count generated>
Validation Score: <score>/120
Risks: <none|list>

Generation Guardrails (Mandatory)

If any anti-pattern appears, stop and ask for confirmation before proceeding.

| Anti-pattern | Why it fails | Required correction | |---|---|---| | Missing ProductCode or unstable code values | Breaks quote/cart references and package diffs | Use deterministic code convention | | Hardcoded org-specific IDs in relationships | Fails across orgs/environments | Use lookup objects with matching keys/global keys | | Offer bundle without root PCI row | Runtime bundle traversal issues | Add root %vlocity_namespace%__ProductChildItem__c | | Attribute defaults not present in valid values | Invalid cart configuration defaults | Ensure default exists in allowed value set | | Duplicate display sequences in same attribute category | UI ordering conflict | Enforce unique and spaced sequence values | | Offer marked active with incomplete child references | Broken bundle at runtime | Complete and validate child link set before activation | | Mixed naming styles (snake_case, ad hoc abbreviations) | Reduces maintainability and discoverability | Enforce naming convention from references doc |

Scoring Model (120 Points)

1) Catalog Identity and Naming (20)

Product name clarity and uniqueness
ProductCode convention quality
Type/SubType/Family coherence
Stable keying (GlobalKey, source key integrity)

2) EPC Product Structure (20)

Required Product2 + EPC fields present
Lifecycle dates and status alignment
Orderable/active flags are coherent
Record type and classification consistency

3) Attribute Modeling (25)

Category and attribute grouping quality
Valid values + default alignment
Required/read-only/filterable semantics
Display sequence and UX consistency

4) Offer Bundle Composition (25)

Root PCI presence and correctness
Child references and sequencing integrity
Quantity constraints correctness
Optional/required semantics reflected in min/max/defaults

5) DataPack Integrity (15)

Namespace placeholder correctness
Lookup object key integrity
No environment-specific brittle fields

6) Documentation and Handoff (15)

Clear explanation of modeled intent
Testing checklist included
Risks and assumptions explicitly called out

CLI and Validation Commands

# Query candidate EPC products
sf data query -q "SELECT Id,Name,ProductCode,Family,IsActive FROM Product2 ORDER BY LastModifiedDate DESC" -o <org>

# Query Product Child Items for an offer
sf data query -q "SELECT Id,Name,%vlocity_namespace%__ParentProductName__c,%vlocity_namespace%__ChildProductName__c,%vlocity_namespace%__MinMaxDefaultQty__c FROM %vlocity_namespace%__ProductChildItem__c WHERE %vlocity_namespace%__ParentProductName__c='<Offer Name>'" -o <org>

# Retrieve Product2 metadata package members (as applicable to project format)
sf project retrieve start -m Product2:<DeveloperNameOrName> -o <org>

# Validate deployment in dry-run mode
sf project deploy start -x manifest/package.xml --dry-run -o <org>

Sample Skill Invocation Commands

Use these examples to invoke this skill from your agent/CLI workflow:

# Create a new EPC offer bundle with full companion metadata
cursor-agent "Create a Product2 offer bundle named Business Internet Plus with ProductCode BIZ-INT-PLUS-01, 3 child products, and generate all companion DataPack JSON files from the assets templates."

# Add configurable attributes to an existing EPC Product2 record
cursor-agent "Update Product2 Business Internet Essential with attribute metadata/defaults/assignments for Bandwidth, ContractTerm, and StaticIPCount, including valid values and defaults."

# Build ProductChildItem relationships for an offer
cursor-agent "Create root and child %vlocity_namespace%__ProductChildItem__c records for offer Business Internet Essential VPL with min/max/default quantity rules."

# Review an existing DataPack for EPC modeling quality
cursor-agent "Review the Product2 bundle JSON files under skills/sf-industry-cme-epc-model/examples/business-internet-plus-bundle/, score against the 120-point rubric, and return risks plus required fixes."

# Convert a spec product into a bundle-ready offer payload
cursor-agent "Transform Product2 Dedicated Fiber 1G from spec product to offer bundle (SpecificationType=Offer, SpecificationSubType=Bundle) and generate aligned PCI + pricing artifacts."

If your environment uses a different command wrapper, keep the quoted instruction text and replace cursor-agent with your local agent command.

Cross-Skill Integration

| From Skill | To sf-industry-cme-epc-model | When | |---|---|---| | sf-industry-commoncore-omnistudio-analyze | -> sf-industry-cme-epc-model | Need current dependency and namespace inventory first | | sf-metadata | -> sf-industry-cme-epc-model | Need object or field readiness before EPC modeling | | sf-soql | -> sf-industry-cme-epc-model | Need existing catalog query analysis |

| From sf-industry-cme-epc-model | To Skill | When | |---|---|---| | sf-industry-cme-epc-model | -> sf-industry-commoncore-omniscript | Configure guided selling UX using the modeled catalog | | sf-industry-cme-epc-model | -> sf-industry-commoncore-integration-procedure | Build server-side orchestration over product and pricing payloads | | sf-industry-cme-epc-model | -> sf-deploy | Deploy validated catalog metadata |

External References

EPC overview: Salesforce Help - Enterprise Product Catalog
EPC naming conventions: Salesforce Help - EPC Naming Conventions
EPC product catalog data model: Salesforce Help - Product Catalog ERD

Additional local references:

Notes

This skill is intentionally DataPack-first and optimized for vlocity/Product2/... artifact authoring.
Keep %vlocity_namespace% placeholders intact in templates to preserve portability.
Prefer creating reusable spec products first, then assemble offers via child relationships.

License

MIT License.

Agent Skills: sf-industry-cme-epc-model: CME EPC Product and Offer Modeling

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