omnistudio-epc-catalog-generate
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Chineseomnistudio-epc-catalog-generate: CME EPC Product and Offer Modeling
omnistudio-epc-catalog-generate:CME EPC产品与报价建模
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.jsonassets/attribute-assignment-template.jsonassets/product-child-item-template.jsonassets/pricebook-entries-template.jsonassets/price-list-entries-template.jsonassets/object-field-attributes-template.jsonassets/orchestration-scenarios-template.jsonassets/decomposition-relationships-template.jsonassets/compiled-attribute-overrides-template.jsonassets/override-definitions-template.jsonassets/parent-keys-template.json
Additional packaged examples are available under , organized by offer type:
assets/examples/- — bundle offer example
assets/examples/samsung-galaxy-s22-bundle/ - — simple offer example
assets/examples/business-internet-premium-fttc-simple-offer/ - — simple offer example
assets/examples/business-internet-pro-vpl-simple-offer/ - — simple offer example
assets/examples/static-ip-simple-offer/
The folder contains a generated bundle example with a step-by-step transcript.
examples/business-internet-plus-bundle/The root folder contains the canonical baseline template set for bundle authoring.
assets/专业的Salesforce Industries CME EPC建模工具,用于创建基于Product2的产品目录条目、分配可配置属性,以及通过Product Child Item关联关系构建报价套餐。
本技能针对DataPack风格的元数据编写进行了优化。请使用目录中的标准模板集:
assets/assets/product2-offer-template.jsonassets/attribute-assignment-template.jsonassets/product-child-item-template.jsonassets/pricebook-entries-template.jsonassets/price-list-entries-template.jsonassets/object-field-attributes-template.jsonassets/orchestration-scenarios-template.jsonassets/decomposition-relationships-template.jsonassets/compiled-attribute-overrides-template.jsonassets/override-definitions-template.jsonassets/parent-keys-template.json
assets/examples/- — 套餐报价示例
assets/examples/samsung-galaxy-s22-bundle/ - — 简易报价示例
assets/examples/business-internet-premium-fttc-simple-offer/ - — 简易报价示例
assets/examples/business-internet-pro-vpl-simple-offer/ - — 简易报价示例
assets/examples/static-ip-simple-offer/
examples/business-internet-plus-bundle/根目录包含套餐编写的标准基准模板集。
assets/Scope
适用范围
- In scope: Creating and reviewing EPC Product2 records, Product Child Items, attribute metadata, offer bundles, pricing entries, decomposition and orchestration artifacts, and DataPack JSON payloads
- Out of scope: OmniScript/FlexCard/Integration Procedure design (use ,
omnistudio-omniscript-generate, oromnistudio-flexcard-generate), Apex business logic implementation (useomnistudio-integration-procedure-generate), deployment pipeline troubleshooting (useplatform-apex-generate)platform-metadata-deploy
- 包含场景:创建和审核EPC Product2记录、Product Child Items、属性元数据、报价套餐、定价条目、分解与编排工件,以及DataPack JSON负载
- 排除场景:OmniScript/FlexCard/Integration Procedure设计(请使用、
omnistudio-omniscript-generate或omnistudio-flexcard-generate)、Apex业务逻辑实现(请使用omnistudio-integration-procedure-generate)、部署流水线故障排查(请使用platform-apex-generate)platform-metadata-deploy
Quick Reference
快速参考
- Primary object: (EPC product and offer records)
Product2 - Attribute data: ,
%vlocity_namespace%__AttributeMetadata__c, and%vlocity_namespace%__AttributeDefaultValues__c%vlocity_namespace%__AttributeAssignment__c - Offer bundle composition:
%vlocity_namespace%__ProductChildItem__c - Offer marker: and
%vlocity_namespace%__SpecificationType__c = "Offer"%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: Deploy-ready | Needs review | Block and fix.
Thresholds:
>= 9570-94< 70Glossary: EPC = Enterprise Product Catalog | CME = Communications, Media & Energy | DataPack = Vlocity JSON deployment artifact | PCI = ProductChildItem
- 核心对象:(EPC产品与报价记录)
Product2 - 属性数据:、
%vlocity_namespace%__AttributeMetadata__c和%vlocity_namespace%__AttributeDefaultValues__c%vlocity_namespace%__AttributeAssignment__c - 报价套餐构成:
%vlocity_namespace%__ProductChildItem__c - 报价标识:且
%vlocity_namespace%__SpecificationType__c = "Offer"%vlocity_namespace%__SpecificationSubType__c = "Bundle" - 套餐配套工件:价目表条目、价格列表条目、对象字段属性、编排场景、分解关联关系、编译属性覆盖、覆盖定义和父键
评分:6个类别共120分。
阈值: 可部署 | 需要审核 | 需阻止并修复。
阈值:
>= 9570-94< 70术语表:EPC = 企业产品目录 | CME = 通信、媒体与能源 | DataPack = Vlocity JSON部署工件 | PCI = ProductChildItem
Asset Template Set
资产模板集
Use the root templates when creating a bundle payload:
assets/product2-offer-template.jsonattribute-assignment-template.jsonproduct-child-item-template.jsonpricebook-entries-template.jsonprice-list-entries-template.jsonobject-field-attributes-template.jsonorchestration-scenarios-template.jsondecomposition-relationships-template.jsoncompiled-attribute-overrides-template.jsonoverride-definitions-template.jsonparent-keys-template.json
For additional real-world variants, use the per-example folders under .
assets/examples/创建套餐负载时,请使用根目录中的模板:
assets/product2-offer-template.jsonattribute-assignment-template.jsonproduct-child-item-template.jsonpricebook-entries-template.jsonprice-list-entries-template.jsonobject-field-attributes-template.jsonorchestration-scenarios-template.jsondecomposition-relationships-template.jsoncompiled-attribute-overrides-template.jsonoverride-definitions-template.jsonparent-keys-template.json
如需更多真实场景变体,请使用下的示例文件夹。
assets/examples/Core Responsibilities
核心职责
- 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 records and clear quantity rules.
%vlocity_namespace%__ProductChildItem__c - 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.
- 产品创建:创建具有一致命名、生命周期日期、状态和分类字段的EPC Product2记录。
- 属性建模:定义基于类别的属性、默认值、有效值集合、显示顺序和必填标记。
- 报价套餐建模:使用记录和明确的数量规则,组合包含子产品的报价。
%vlocity_namespace%__ProductChildItem__c - 配套元数据生成:从同一报价基准生成并对齐所有相关套餐文件(定价、对象字段属性、编排/分解、覆盖、父键)。
- DataPack一致性:保持记录源键、全局键、查找对象和命名空间字段在内部一致,以确保部署顺利。
Invocation Rules (Mandatory)
调用规则(强制)
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/ProductChildItem (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 , even if the prompt is brief and does not mention EPC by name.
omnistudio-epc-catalog-generate当提示意图匹配以下任意一种时,路由至本技能:
-
创建产品套餐:
- 用户请求创建/构建/生成/建模EPC报价套餐。
- 用户请求设置带有Product Child Items的Product2报价。
- 用户请求从模板/示例生成套餐DataPack JSON工件。
-
评分或审核现有产品套餐:
- 用户请求评分/评估/验证/审核现有EPC套餐。
- 用户请求对现有Product2/ProductChildItem (PCI)/属性负载应用120分评分标准。
- 用户请求获取套餐元数据的风险发现、质量差距或修复建议。
指令优先级:将这两种意图视为的直接触发条件,即使提示内容简短且未提及EPC名称。
omnistudio-epc-catalog-generateWorkflow (Create/Review)
工作流程(创建/审核)
Phase 0: Prerequisites
阶段0:前置条件
Before proceeding, verify:
- Salesforce Industries org with EPC enabled
- Authenticated org alias in sf CLI — run to confirm
sf org display --target-org <alias> - Namespace model identified: ,
%vlocity_namespace%, or Corevlocity_cmt
If any prerequisite is unmet, ask the user to supply the org alias or namespace before continuing.
开始前,请验证:
- 已启用EPC的Salesforce Industries组织
- sf CLI中已认证的组织别名 — 运行确认
sf org display --target-org <alias> - 已确定命名空间模型:、
%vlocity_namespace%或Corevlocity_cmt
若任何前置条件未满足,请要求用户提供组织别名或命名空间后再继续。
Phase 1: Identify Catalog Intent
阶段1:明确目录意图
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%, or Corevlocity_cmt
Idempotency check: If a is provided, verify no matching Product2 already exists before generating artifacts:
ProductCodebash
sf data query --query "SELECT Id, Name, ProductCode FROM Product2 WHERE ProductCode = '<code>'" --target-org <alias>If a match is found, ask the user whether this is a net-new record or an update to the existing one before continuing.
请询问:
- 产品类型:规格产品或报价套餐
- 领域分类法:Family、Type/SubType、类别路径和渠道
- 属性要求:必填/可选、选择列表值、默认值
- 套餐构成:子产品、数量限制、可选vs必填
- 目标组织命名空间模型:、
%vlocity_namespace%或Corevlocity_cmt
幂等性检查:若提供了,请在生成工件前验证是否已存在匹配的Product2记录:
ProductCodebash
sf data query --query "SELECT Id, Name, ProductCode FROM Product2 WHERE ProductCode = '<code>'" --target-org <alias>若找到匹配项,请询问用户这是全新记录还是对现有记录的更新,然后再继续。
Phase 1A: Clarifying Questions for Complete Bundle (Mandatory)
阶段1A:完整套餐的澄清问题(强制)
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?
- What is the offer name and
- Catalog classification
- What are Family, Type/SubType, and channel/sales context values?
- Should and
SpecificationType=Offerbe set now?SpecificationSubType=Bundle
- Lifecycle and availability
- What are and
EffectiveDate?SellingStartDate - Should and
IsActivebe true at creation time?%vlocity_namespace%__IsOrderable__c
- What are
- 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, and defaultMaxQuantity?Quantity - Should be enforced for each line?
%vlocity_namespace%__MinMaxDefaultQty__c
- What are
- 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%, or Core)?vlocity_cmt - Are there existing global keys/source keys to preserve?
- Which namespace convention should be used (
If any required checklist item is unanswered, do not generate final bundle files yet; ask focused follow-up questions first.
生成新报价套餐负载前,请询问澄清问题,直到获取所有必填输入项。
必填澄清清单:
- 报价标识
- 报价名称和是什么?
ProductCode - 这是全新的Product2报价,还是对现有报价的更新?
- 报价名称和
- 目录分类
- Family、Type/SubType和渠道/销售上下文的值是什么?
- 是否需要立即设置和
SpecificationType=Offer?SpecificationSubType=Bundle
- 生命周期与可用性
- 和
EffectiveDate是什么?SellingStartDate - 创建时是否需要将和
IsActive设为true?%vlocity_namespace%__IsOrderable__c
- 子产品构成
- 包含哪些子产品(每个的名称/代码)?
- 每个子产品的必填/可选语义和顺序是什么?
- 子产品数量规则
- 、
MinQuantity和默认MaxQuantity是什么?Quantity - 是否需要为每个条目强制执行?
%vlocity_namespace%__MinMaxDefaultQty__c
- 属性模型
- 哪些属性是必填,哪些是可选?
- 有效值、默认值、显示类型和显示顺序是什么?
- 定价与配套工件
- 是否需要立即生成价目表和价格列表条目?
- 是否需要在同一请求中包含编排/分解/覆盖/父键文件?
- 命名空间与键规则
- 应使用哪种命名空间约定(、
%vlocity_namespace%或Core)?vlocity_cmt - 是否有需要保留的现有全局键/源键?
- 应使用哪种命名空间约定(
若必填清单中任何项目未得到回答,请不要生成最终套餐文件;先询问针对性的跟进问题。
Phase 2: Build Product2 Backbone
阶段2:构建Product2核心结构
For every new EPC record, define:
Name- (unique, stable, environment-agnostic)
ProductCode - (stable UUID-style key)
%vlocity_namespace%__GlobalKey__c - and
%vlocity_namespace%__SpecificationType__c%vlocity_namespace%__SpecificationSubType__c - and date fields (
%vlocity_namespace%__Status__c,EffectiveDate)SellingStartDate - and
IsActive%vlocity_namespace%__IsOrderable__c
Use as baseline structure.
assets/product2-offer-template.json对于每个新EPC记录,定义:
Name- (唯一、稳定、与环境无关)
ProductCode - (稳定的UUID风格键)
%vlocity_namespace%__GlobalKey__c - 和
%vlocity_namespace%__SpecificationType__c%vlocity_namespace%__SpecificationSubType__c - 和日期字段(
%vlocity_namespace%__Status__c、EffectiveDate)SellingStartDate - 和
IsActive%vlocity_namespace%__IsOrderable__c
使用作为基准结构。
assets/product2-offer-template.jsonPhase 3: Add Attributes
阶段3:添加属性
When attributes are required:
- Populate category and
%vlocity_namespace%__AttributeMetadata__crecords.productAttributes - Populate with attribute code to default value mapping.
%vlocity_namespace%__AttributeDefaultValues__c - Create records with:
%vlocity_namespace%__AttributeAssignment__c- category linkage
- attribute linkage
- UI display type (dropdown, etc.)
- valid values and default marker
Use as the assignment baseline.
assets/attribute-assignment-template.json当需要属性时:
- 填充类别和
%vlocity_namespace%__AttributeMetadata__c记录。productAttributes - 使用属性代码到默认值的映射填充。
%vlocity_namespace%__AttributeDefaultValues__c - 创建记录,包含:
%vlocity_namespace%__AttributeAssignment__c- 类别关联
- 属性关联
- UI显示类型(下拉菜单等)
- 有效值和默认标记
使用作为属性分配基准。
assets/attribute-assignment-template.jsonPhase 4: Build Offer Bundles
阶段4:构建报价套餐
For offers:
- Keep parent record as offer (
Product2,SpecificationType=Offer).SpecificationSubType=Bundle - Create root row (
%vlocity_namespace%__ProductChildItem__c).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 for child relationship structure.
assets/product-child-item-template.jsonFor complete bundle payloads, also align and include:
assets/pricebook-entries-template.jsonassets/price-list-entries-template.jsonassets/object-field-attributes-template.jsonassets/orchestration-scenarios-template.jsonassets/decomposition-relationships-template.jsonassets/compiled-attribute-overrides-template.jsonassets/override-definitions-template.jsonassets/parent-keys-template.json
对于报价:
- 将父记录设为报价(
Product2,SpecificationType=Offer)。SpecificationSubType=Bundle - 创建根行(
%vlocity_namespace%__ProductChildItem__c)。IsRootProductChildItem=true - 为每个组件添加子行,包含:
- 父级和子级引用
- 顺序和行号
- 最小/最大/默认数量规则(、
MinMaxDefaultQty、MinQuantity、MaxQuantity)Quantity
- 仅当行为与继承/默认行为不同时,使用覆盖行。
使用作为子关联关系结构。
assets/product-child-item-template.json对于完整套餐负载,还需对齐并包含:
assets/pricebook-entries-template.jsonassets/price-list-entries-template.jsonassets/object-field-attributes-template.jsonassets/orchestration-scenarios-template.jsonassets/decomposition-relationships-template.jsonassets/compiled-attribute-overrides-template.jsonassets/override-definitions-template.jsonassets/parent-keys-template.json
Phase 4B: Generate Companion Metadata Files
阶段4B:生成配套元数据文件
When the user asks to generate a bundle, generate/update all companion files together as one coherent set:
- and
pricebook-entries-template.jsonprice-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.
- and
orchestration-scenarios-template.jsondecomposition-relationships-template.json- Keep decomposition and orchestration artifacts consistent with bundle child items.
- and
compiled-attribute-overrides-template.jsonoverride-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.
当用户请求生成套餐时,需一起生成/更新所有配套文件,形成一套连贯的集合:
- 和
pricebook-entries-template.jsonprice-list-entries-template.json- 保持Product2 GlobalKey/ProductCode引用与父报价对齐。
object-field-attributes-template.json- 保持对象类引用和字段映射与同一报价模型对齐。
- 和
orchestration-scenarios-template.jsondecomposition-relationships-template.json- 保持分解和编排工件与套餐子项一致。
- 和
compiled-attribute-overrides-template.jsonoverride-definitions-template.json- 保持覆盖键和引用与属性元数据和分配对齐。
parent-keys-template.json- 保持父级关联值与生成工件的键同步。
强制规则:当请求完整套餐负载时,除非用户明确要求限定文件范围,否则不得仅生成部分子集。
Phase 5: Validate and Handoff
阶段5:验证与交付
Read and fill in each field to produce the handoff summary block.
assets/completion-block-template.txt读取并填写每个字段,生成交付摘要块。
assets/completion-block-template.txtOutput Expectations
输出预期
For a full offer bundle request, the following files are produced:
| File pattern | Content |
|---|---|
| Product2 offer record |
| Attribute category and assignment payloads |
| Root and child ProductChildItem (PCI) rows |
| Standard and custom pricebook entries |
| Price list entries |
| Object field mapping |
| Orchestration metadata |
| Decomposition metadata |
| Compiled attribute override payload |
| Override definition payload |
| Parent key linkage |
For spec product (non-bundle) requests, only the DataPack, AttributeAssignments, PricebookEntries, and PriceListEntries files are required.
If generation of any file fails, stop immediately. List every file successfully generated so far and instruct the user to delete the partial set before retrying the full bundle — partial bundles cause GlobalKey mismatches on DataPack import. Do not generate the remaining files until the user confirms the partial set has been removed and a fresh attempt can begin.
对于完整报价套餐请求,将生成以下文件:
| 文件模式 | 内容 |
|---|---|
| Product2报价记录 |
| 属性类别和分配负载 |
| 根级和子级ProductChildItem (PCI)行 |
| 标准和自定义价目表条目 |
| 价格列表条目 |
| 对象字段映射 |
| 编排元数据 |
| 分解元数据 |
| 编译属性覆盖负载 |
| 覆盖定义负载 |
| 父键关联 |
对于规格产品(非套餐)请求,仅需生成DataPack、AttributeAssignments、PricebookEntries和PriceListEntries文件。
若任何文件生成失败,请立即停止。列出目前已成功生成的所有文件,并指示用户在重试完整套餐前删除部分文件集 — 部分套餐会导致DataPack导入时出现GlobalKey不匹配问题。在用户确认已删除部分文件集并可开始全新尝试前,请勿生成剩余文件。
Gotchas
常见问题
| Issue | Resolution |
|---|---|
| Attribute default not in valid values list | Ensure the default value exists inside the |
| Root ProductChildItem row missing | Offer bundle traversal breaks without |
| Mixed namespace convention in one payload | Pick one namespace style ( |
| Duplicate display sequences in same attribute category | UI ordering conflict — use spaced values (10, 20, 30) to allow future inserts without collisions |
| Breaks cross-org references — remove |
| Companion files generated with different offer names | Key mismatches break DataPack import — generate all companion files from the same baseline offer name and GlobalKey |
DataPack import fails with | A lookup object reference points to a GlobalKey absent in the target org — verify GlobalKey alignment across all companion files before import |
| DataPack import rolls back silently | Add |
| Namespace mismatch between files in same bundle | Mixed |
| 问题 | 解决方案 |
|---|---|
| 属性默认值不在有效值列表中 | 确保默认值存在于 |
| 缺少根ProductChildItem行 | 没有 |
| 同一负载中混合命名空间约定 | 选择一种命名空间风格( |
| 同一属性类别中存在重复显示顺序 | UI排序冲突 — 使用间隔值(10、20、30)以便未来插入时无需调整现有值 |
| 破坏跨组织引用 — 删除 |
| 配套文件使用不同报价名称生成 | 键不匹配会导致DataPack导入失败 — 从同一基准报价名称和GlobalKey生成所有配套文件 |
DataPack导入时出现 | 查找对象引用指向目标组织中不存在的GlobalKey — 导入前验证所有配套文件的GlobalKey对齐情况 |
| DataPack导入静默回滚 | 部署时添加 |
| 同一套餐中文件的命名空间不匹配 | 同一负载中混合 |
Generation Guardrails (Mandatory)
生成约束(强制)
If any anti-pattern appears, stop and ask for confirmation before proceeding.
| Anti-pattern | Why it fails | Required correction |
|---|---|---|
Missing | 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 |
| 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 ( | Reduces maintainability and discoverability | Enforce naming convention from references doc |
若出现任何反模式,请停止操作并请求确认后再继续。
| 反模式 | 失败原因 | 必要修正 |
|---|---|---|
缺少 | 破坏报价/购物车引用和包差异对比 | 使用确定性代码约定 |
| 关联关系中硬编码组织特定ID | 在跨组织/环境中失效 | 使用带有匹配键/全局键的查找对象 |
| 报价套餐缺少根PCI行 | 运行时套餐遍历问题 | 添加根 |
| 属性默认值不在有效值中 | 无效的购物车配置默认值 | 确保默认值存在于允许值集合中 |
| 同一属性类别中存在重复显示顺序 | UI排序冲突 | 强制执行唯一且间隔的顺序值 |
| 报价标记为激活状态但子引用不完整 | 运行时套餐损坏 | 激活前完成并验证子链接集 |
混合命名风格( | 降低可维护性和可发现性 | 执行参考文档中的命名约定 |
Scoring Model (120 Points)
评分模型(120分)
Read for the full 6-category rubric and per-category criteria.
references/scoring-model.md| Category | Points |
|---|---|
| Catalog Identity and Naming | 20 |
| EPC Product Structure | 20 |
| Attribute Modeling | 25 |
| Offer Bundle Composition | 25 |
| DataPack Integrity | 15 |
| Documentation and Handoff | 15 |
| Total | 120 |
阅读获取完整的6类别评分标准和每个类别的具体标准。
references/scoring-model.md| 类别 | 分值 |
|---|---|
| 目录标识与命名 | 20 |
| EPC产品结构 | 20 |
| 属性建模 | 25 |
| 报价套餐构成 | 25 |
| DataPack完整性 | 15 |
| 文档与交付 | 15 |
| 总计 | 120 |
CLI and Validation Commands
CLI与验证命令
Read for sf CLI queries to inspect and validate EPC artifacts in your org. Replace with your authenticated org alias before running.
scripts/cli-validation-commands.sh<org>阅读获取用于在组织中检查和验证EPC工件的sf CLI查询。运行前请将替换为已认证的组织别名。
scripts/cli-validation-commands.sh<org>Sample Skill Invocation Commands
技能调用示例命令
Read for example invocations covering common EPC modeling tasks. Replace with your local agent command wrapper if different.
scripts/sample-invocations.shcursor-agent阅读获取涵盖常见EPC建模任务的示例调用命令。若本地代理命令包装器不同,请将替换为对应的命令。
scripts/sample-invocations.shcursor-agentReference File Index
参考文件索引
| File | When to read |
|---|---|
| Phase 2 — baseline structure for every new Product2 offer record |
| Phase 3 — attribute assignment structure |
| Phase 4 — root and child PCI row structure |
| Phase 4B — pricebook entry companion file |
| Phase 4B — price list entry companion file |
| Phase 4B — object field mapping companion file |
| Phase 4B — orchestration scenarios companion file |
| Phase 4B — decomposition relationships companion file |
| Phase 4B — compiled attribute overrides companion file |
| Phase 4B — override definitions companion file |
| Phase 4B — parent keys companion file |
| Phase 5 — handoff summary block template |
| Phase 4 — bundle offer example; load |
| Phase 4 — simple offer (FTTC) example; load |
| Phase 4 — FTTC offer rule assignment example; load when modeling rule-based attribute constraints |
| Phase 4 — simple offer (Pro VPL) example; load |
| Phase 4 — simple offer (Static IP) example; load |
| Phase 4 — generated bundle example with step-by-step transcript; load |
| Phase 2 & 3 — EPC field-level guidance and common pitfalls |
| Phase 2 & 3 — naming and keying conventions |
| Phase 5 — full 6-category scoring rubric with per-category criteria |
| Phase 5 — sf CLI queries for validating EPC artifacts in org |
| On Start — reference example invocations for common EPC tasks |
| 文件 | 阅读时机 |
|---|---|
| 阶段2 — 每个新Product2报价记录的基准结构 |
| 阶段3 — 属性分配结构 |
| 阶段4 — 根级和子级PCI行结构 |
| 阶段4B — 价目表条目配套文件 |
| 阶段4B — 价格列表条目配套文件 |
| 阶段4B — 对象字段映射配套文件 |
| 阶段4B — 编排场景配套文件 |
| 阶段4B — 分解关联关系配套文件 |
| 阶段4B — 编译属性覆盖配套文件 |
| 阶段4B — 覆盖定义配套文件 |
| 阶段4B — 父键配套文件 |
| 阶段5 — 交付摘要块模板 |
| 阶段4 — 套餐报价示例;先加载 |
| 阶段4 — 简易报价(FTTC)示例;先加载 |
| 阶段4 — FTTC报价规则分配示例;建模基于规则的属性约束时加载 |
| 阶段4 — 简易报价(Pro VPL)示例;先加载 |
| 阶段4 — 简易报价(静态IP)示例;先加载 |
| 阶段4 — 带分步操作记录的生成套餐示例;先加载 |
| 阶段2 & 3 — EPC字段级指南和常见陷阱 |
| 阶段2 & 3 — 产品、属性和套餐的命名与键规则 |
| 阶段5 — 完整的6类别评分标准及每个类别的具体标准 |
| 阶段5 — 用于在组织中验证EPC工件的sf CLI查询 |
| 开始时 — 常见EPC任务的参考示例调用 |
Cross-Skill Integration
跨技能集成
| From Skill | To | When |
|---|---|---|
| omnistudio-dependencies-analyze | -> omnistudio-epc-catalog-generate | Need current dependency and namespace inventory first |
| platform-custom-object-generate / platform-custom-field-generate | -> omnistudio-epc-catalog-generate | Need object or field readiness before EPC modeling |
| platform-soql-query | -> omnistudio-epc-catalog-generate | Need existing catalog query analysis |
From | To Skill | When |
|---|---|---|
| omnistudio-epc-catalog-generate | -> omnistudio-omniscript-generate | Configure guided selling UX using the modeled catalog |
| omnistudio-epc-catalog-generate | -> omnistudio-integration-procedure-generate | Build server-side orchestration over product and pricing payloads |
| omnistudio-epc-catalog-generate | -> platform-metadata-deploy | Deploy validated catalog metadata |
| 来源技能 | 目标 | 时机 |
|---|---|---|
| omnistudio-dependencies-analyze | -> omnistudio-epc-catalog-generate | 需要先获取当前依赖关系和命名空间清单 |
| platform-custom-object-generate / platform-custom-field-generate | -> omnistudio-epc-catalog-generate | 需要先确保对象或字段已准备就绪,再进行EPC建模 |
| platform-soql-query | -> omnistudio-epc-catalog-generate | 需要先分析现有目录查询结果 |
来源 | 目标技能 | 时机 |
|---|---|---|
| omnistudio-epc-catalog-generate | -> omnistudio-omniscript-generate | 使用已建模的目录配置引导式销售UX |
| omnistudio-epc-catalog-generate | -> omnistudio-integration-procedure-generate | 基于产品和定价负载构建服务器端编排 |
| omnistudio-epc-catalog-generate | -> platform-metadata-deploy | 部署已验证的目录元数据 |
External References
外部参考
Local references:
- references/epc-field-guide.md — EPC field-level guidance and minimum required fields
- references/naming-conventions.md — Naming and keying conventions for products, attributes, and bundles
本地参考:
- references/epc-field-guide.md — EPC字段级指南和必填字段最小值要求
- references/naming-conventions.md — 产品、属性和套餐的命名与键规则
Notes
注意事项
- This skill is intentionally DataPack-first and optimized for artifact authoring.
vlocity/Product2/... - Keep placeholders intact in templates to preserve portability.
%vlocity_namespace% - Prefer creating reusable spec products first, then assemble offers via child relationships.
- 本技能专为DataPack优先设计,针对工件编写进行了优化。
vlocity/Product2/... - 请保持模板中的占位符不变,以确保可移植性。
%vlocity_namespace% - 优先创建可复用的规格产品,然后通过子关联关系组装报价。