mirror of https://github.com/forcedotcom/afv-library.git synced 2026-07-30 03:09:50 +08:00

GitHub Action ae792239f2 feat: Release 2 new skills: platform-models-api-configure, platform-policy-rule-generate @W-23396600@

2026-07-10 17:19:21 +00:00

13 KiB

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Revenue Cloud Data Model Template

Pre-built data model for Salesforce Revenue Cloud (CPQ, Billing, Subscription Management) using flowchart LR format with color coding and relationship indicators.

Objects Included

Object	Type	Description
ProductCatalog	STD	Product catalogs
ProductCategory	STD	Category hierarchy
ProductSellingModel	STD	Selling configurations
ProductSellingModelOption	STD	Model options
PriceAdjustmentSchedule	STD	Discount schedules
PriceAdjustmentTier	STD	Discount tiers
ProductAttribute	STD	Product attributes
ProductAttributeSet	STD	Attribute groupings

Query Org Metadata (Recommended)

Enrich diagram with live org data:

python3 ../../scripts/query-org-metadata.py \
    --objects ProductCatalog,ProductCategory,ProductSellingModel,PriceAdjustmentSchedule \
    --target-org myorg

Mermaid Template (Preferred)

Left-to-right flowchart with color coding.

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    %% ═══════════════════════════════════════════════════════════════
    %% REVENUE CLOUD DATA MODEL
    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
    %% Colors: Blue = Standard, Orange = Custom, Green = External
    %% ═══════════════════════════════════════════════════════════════

    %% Product Catalog
    Catalog["ProductCatalog<br/>(count)"]
    Category["ProductCategory<br/>(count)"]
    Product2["Product2<br/>(count)"]

    %% Selling Models
    PSM["ProductSellingModel<br/>(count)"]
    PSMO["ProductSellingModelOption<br/>(count)"]

    %% Pricing
    PAS["PriceAdjustmentSchedule<br/>(count)"]
    PAT["PriceAdjustmentTier<br/>(count)"]
    Pricebook2["Pricebook2<br/>(count)"]
    PBE["PricebookEntry<br/>(count)"]

    %% Attributes
    AttrSet["ProductAttributeSet<br/>(count)"]
    Attr["ProductAttribute<br/>(count)"]
    AttrSetItem["ProductAttributeSetItem<br/>(count)"]

    %% Catalog Structure
    Catalog ==>|"MD"| Category
    Category -.->|"Parent"| Category
    Category -->|"LK"| Product2

    %% Selling Models
    Product2 -->|"LK"| PSM
    PSM ==>|"MD"| PSMO

    %% Pricing
    PAS ==>|"MD"| PAT
    Pricebook2 ==>|"MD"| PBE
    Product2 -->|"LK"| PBE

    %% Attributes
    AttrSet ==>|"MD"| AttrSetItem
    Attr -->|"LK"| AttrSetItem
    Product2 -->|"LK"| AttrSet

    %% Standard Objects - Sky Blue
    style Catalog fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Category fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PSM fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PSMO fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PAS fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PAT fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style AttrSet fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Attr fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style AttrSetItem fill:#bae6fd,stroke:#0369a1,color:#1f2937

Key Concepts

Revenue Cloud Components

Component	Purpose
Industries CPQ	Configure-Price-Quote
Subscription Management	Recurring billing
Revenue Lifecycle	Rev rec, forecasting
Dynamic Revenue Orchestration	Guided selling

Product Hierarchy

ProductCatalog
    └── ProductCategory (Hierarchy)
            └── Product2
                    ├── ProductSellingModel
                    ├── ProductAttribute
                    └── PricebookEntry

Selling Model Types

Type	Description
One-Time	Single purchase
Subscription	Recurring billing
Usage-Based	Consumption pricing
Evergreen	Auto-renewing
Term	Fixed duration

Price Adjustment Schedules

Schedule Type	Use Case
Volume Discount	Quantity-based tiers
Contract Discount	Agreement discounts
Promotional	Time-limited offers
Bundled	Package pricing

Simplified Version (Core Objects Only)

For presentations focusing on core revenue structure:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Catalog["ProductCatalog"]
    Category["ProductCategory"]
    Product2["Product2"]
    PSM["ProductSellingModel"]

    Catalog ==>|"MD"| Category
    Category -->|"LK"| Product2
    Product2 -->|"LK"| PSM

    style Catalog fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Category fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PSM fill:#bae6fd,stroke:#0369a1,color:#1f2937

Subscription Management Model

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Account["Account"]
    Quote["Quote"]
    QLI["QuoteLineItem"]
    Order["Order"]
    OrderItem["OrderItem"]
    Asset["Asset"]
    BillingSchedule["BillingSchedule"]

    Account -->|"LK"| Quote
    Quote ==>|"MD"| QLI
    Quote -.->|"converts"| Order
    Order ==>|"MD"| OrderItem
    OrderItem -.->|"creates"| Asset
    Asset -->|"LK"| BillingSchedule

    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Quote fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style QLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style OrderItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Asset fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style BillingSchedule fill:#bae6fd,stroke:#0369a1,color:#1f2937

Pricing Model Detail

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Product2["Product2"]
    Pricebook2["Pricebook2"]
    PBE["PricebookEntry"]
    PAS["PriceAdjustmentSchedule"]
    PAT["PriceAdjustmentTier"]

    Pricebook2 ==>|"MD"| PBE
    Product2 -->|"LK"| PBE
    PAS ==>|"MD"| PAT
    Product2 -->|"LK"| PAS

    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PAS fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PAT fill:#bae6fd,stroke:#0369a1,color:#1f2937

Industries CPQ Objects

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Quote["Quote"]
    QLI["QuoteLineItem"]
    ProposalDoc["ProposalDocument"]
    ProposalTerm["ProposalTerm"]
    DocTemplate["DocumentTemplate"]

    Quote ==>|"MD"| QLI
    Quote -->|"LK"| ProposalDoc
    ProposalDoc ==>|"MD"| ProposalTerm
    DocTemplate -->|"LK"| ProposalDoc

    style Quote fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style QLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style ProposalDoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style ProposalTerm fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style DocTemplate fill:#bae6fd,stroke:#0369a1,color:#1f2937

ASCII Fallback

┌─────────────────────────────────────────────────────────────────────────────┐
│  REVENUE CLOUD DATA MODEL (L→R)                                              │
│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
└─────────────────────────────────────────────────────────────────────────────┘

                           PRODUCT CATALOG
┌──────────────────┐         ┌──────────────────┐
│ PRODUCT_CATALOG  │═══ MD ═>│ PRODUCT_CATEGORY │◄──── Parent (self)
│     (count)      │         │     (count)      │
└──────────────────┘         └────────┬─────────┘
                                      │ LK
                                      ▼
                             ┌──────────────────┐
                             │     PRODUCT2     │
                             │     (count)      │
                             └────────┬─────────┘
                                      │
                    ┌─────────────────┼─────────────────┐
                    │ LK              │ LK              │ LK
                    ▼                 ▼                 ▼
         ┌──────────────────┐ ┌─────────────┐ ┌──────────────────┐
         │PRODUCT_SELLING_  │ │PRICEBOOK_   │ │PRODUCT_ATTRIBUTE │
         │MODEL (count)     │ │ENTRY(count) │ │_SET (count)      │
         └────────┬─────────┘ └─────────────┘ └────────┬─────────┘
                  │ MD                                 │ MD
                  ▼                                    ▼
         ┌──────────────────┐                ┌──────────────────┐
         │PRODUCT_SELLING_  │                │PRODUCT_ATTRIBUTE_│
         │MODEL_OPTION      │                │SET_ITEM (count)  │
         │    (count)       │                └────────┬─────────┘
         └──────────────────┘                         │ LK
                                                      ▼
                                             ┌──────────────────┐
                                             │PRODUCT_ATTRIBUTE │
                                             │     (count)      │
                                             └──────────────────┘

                           PRICE ADJUSTMENTS
┌────────────────────────┐         ┌──────────────────────────┐
│PRICE_ADJUSTMENT_       │═══ MD ═>│PRICE_ADJUSTMENT_TIER     │
│SCHEDULE (count)        │         │        (count)           │
└────────────────────────┘         └──────────────────────────┘

Key Relationships Summary

Parent	Child	Type	Behavior
ProductCatalog	ProductCategory	MD	Cascade delete
ProductCategory	ProductCategory	LK	Parent (hierarchy)
ProductCategory	Product2	LK	Product classification
Product2	ProductSellingModel	LK	Selling configuration
ProductSellingModel	ProductSellingModelOption	MD	Model options
PriceAdjustmentSchedule	PriceAdjustmentTier	MD	Discount tiers
Pricebook2	PricebookEntry	MD	Product prices
Product2	PricebookEntry	LK	Product reference
ProductAttributeSet	ProductAttributeSetItem	MD	Attribute membership
ProductAttribute	ProductAttributeSetItem	LK	Attribute reference

Limits & Considerations

Limit	Value
Product categories depth	10 levels
Products per catalog	Unlimited (LDV)
Selling models per product	Multiple
Discount tiers per schedule	Unlimited
Attributes per product	Unlimited
Pricebooks per org	Unlimited

Revenue Cloud vs Salesforce CPQ

Feature	Revenue Cloud	Salesforce CPQ
Platform	Industries	Core
Bundles	Dynamic	Static
Attributes	Dynamic	Limited
Selling Models	Native	Custom
Subscription	Native	Requires add-on
Target	Industry-specific	General

Best Practices

Use flowchart LR - Left-to-right flow for readability
Keep objects simple - Name + record count only
Replace (count) placeholders - With actual counts from query
Add LDV indicator - For objects >2M records: LDV[~4M]
Color code object types - Blue=Standard, Orange=Custom, Green=External

13 KiB Raw Blame History