Como usar
- Copie o comando e verifique o pacote antes de instalar no seu ambiente de agente.
- Consulte no original as ferramentas, credenciais e ambientes necessários.
- Descreva os dados de entrada e a entrega esperada; confira a saída com as fontes.
npx skills add https://github.com/arohitu/salesforce-revenue-cloud-skills --skill revenue-cloud-config-apisAntes de começar
- A instalação não inclui assinatura de modelo, franquia API ou acesso aos seus arquivos.
- Estrelas e instalações indicam atividade, não um teste independente de qualidade ou segurança.
Renderizado do repositório de origem, preservando títulos, exemplos, código, tabelas, links e imagens.
Revenue Cloud Product Configurator Business APIs
Salesforce Revenue Cloud (Revenue Lifecycle Management) exposes ten Connect REST resources for product configuration. This skill lists every resource and bundles a curl script that authenticates through the Salesforce CLI and POSTs to each one.
- Base URL pattern:
https://<instance>/services/data/v<version><resource> - Auth: OAuth bearer token (
Authorization: Bearer <accessToken>), obtained from an
authorized org via sf org display --json.
- Source of truth: output-md/Product Configurator APIs.md.
For full request bodies, property tables, and response bodies, read references/resources.md first; consult the source doc for complete schemas.
API version rule
Always call with the latest API version the org supports, and never below v67.0. The bundled script auto-discovers the newest version from GET /services/data/ and uses max(latestOrgVersion, 67.0). Any explicit --api-version below 67.0 is rejected.
Gotchas
- These APIs are stateless - they don't recall prior user actions between calls
unless state is explicitly persisted and reloaded. Deselecting a child product and later reselecting it is treated as adding a brand-new item; the original line item is not restored and a new line item is created.
- Minimum callable version is v67.0, even though most resources are available since
v60.0. /revenue/product-configurator/rules/actions/execute requires v67.0+.
contextResponseTypeonconfigurerequires v65.0+ and is intended for large sales
transactions (>1000 line items, <15K line items).
transactionId= the header entity being configured (Quote/Order).contextId/
transactionContextId = the transaction context instance id returned by load/configure. Node and quantity resources operate on an existing contextId.
- All ten resources use POST. Sample IDs in
payloads/*.jsonare placeholders -
replace them with real org IDs before calling a live org.
Resources
All resources use the POST method.
| Resource | Purpose |
|---|---|
/connect/cpq/configurator/actions/configure | Retrieve and update a product's configuration; execute configuration rules, report violations for bundle/attribute/quantity changes, and get pricing for the configured bundle. |
/connect/cpq/configurator/actions/load-instance | Create a session for the configuration instance from a transaction ID; returns a session id with results of configuration rules, qualification rules, and pricing. |
/connect/cpq/configurator/actions/set-instance | Set a configuration instance when the instance lives in a database other than Salesforce while product catalog data is in Salesforce. |
/connect/cpq/configurator/actions/get-instance | Fetch the JSON representation of a product configuration to display in the UI or save to an external system. |
/connect/cpq/configurator/actions/save-instance | Save a configuration instance after a successful product configuration. |
/connect/cpq/configurator/actions/set-product-quantity | Set the quantity of a product through the runtime system. |
/connect/cpq/configurator/actions/add-nodes | Add a node to the context through the runtime system without using the Salesforce UI. |
/connect/cpq/configurator/actions/update-nodes | Update nodes in a product configuration. |
/connect/cpq/configurator/actions/delete-nodes | Delete nodes from a product configuration. |
/revenue/product-configurator/rules/actions/execute | Run rules for a specific quote or order based on a context ID or transaction ID. |
Each resource's URI, available version, request-body example, property table, and response representation are in references/resources.md.
Authentication
Authorize an org once with the Salesforce CLI, then reuse it:
sf org login web --alias myorg
sf org display --json --target-org myorgsf org display --json returns result.instanceUrl and result.accessToken, which the script uses to build the URL and bearer header.
Quick start - call every resource
Prerequisites: Salesforce CLI (sf) with an authorized org, curl, jq, and a Bash shell (Git Bash or WSL on Windows).
# List all ten resources and their payload files (no org needed)
bash scripts/call-configurator-apis.sh --list
# Preview the exact URLs and curl commands without calling the org
bash scripts/call-configurator-apis.sh --dry-run --target-org myorg
# POST to every resource using the bundled sample payloads
bash scripts/call-configurator-apis.sh --target-org myorg
# Call a single resource
bash scripts/call-configurator-apis.sh --target-org myorg --resource configureRun bash scripts/call-configurator-apis.sh --help for all flags and exit codes.
Workflow for calling a live org
- Edit the relevant
payloads/*.jsonwith real ids (transactionId,contextId,
account/contact ids, product ids).
--dry-runfirst to confirm the URL, version (>= v67.0), and payload.- Run without
--dry-run. Inspect the per-resource JSON status lines on stdout. - On errors, read the Salesforce response body and cross-check the request against
references/resources.md and the source doc.
Available scripts
- `scripts/call-configurator-apis.sh` - Auth via
sf, auto-select latest API version
(floored at v67.0), and POST to all ten resources (or one via --resource). Supports --list, --dry-run, --target-org, --api-version, --payload-dir, --output.
