Products & Pricebooks (Salesforce)

Trust Score 89/100

Configure and troubleshoot Salesforce Product2, Pricebook2 and PricebookEntry relationships, multi-currency pricing, and product schedules to ensure correct pri

triggers:add product to pricebookpricebook entrywhy are prices wrong on opportunity line itemsmulti-currency product pricingproduct schedule

GitHub SKILL.md

What it does

Provides detailed guidance for configuring and troubleshooting Salesforce's native product catalog. Covers the Product2 / Pricebook2 / PricebookEntry data model, Standard and custom Pricebook constraints, multi-currency pricing requirements, and Product Schedules (Revenue and Quantity) so agents can reliably create, activate, and manage product pricing without breaking existing deals.

When to use it

Use this skill when: setting up a new product catalog, adding products to pricebooks, diagnosing missing or incorrect prices on Opportunity or Quote line items, enabling or configuring multi-currency pricing, or implementing product schedules for revenue recognition. NOT for CPQ (Revenue Cloud / SBQQ) configuration or bundle/pricing-rule design.

What's included

Scripts: yes — repository contains scripts to check products and pricebooks for common issues.
References: yes — linked guidance and checklists in the skill's references folder.
Instructions: step-by-step pre-flight checks, recommended workflow to create Product2 and PricebookEntry records, multi-currency and schedule configuration, testing checklist, and decision guidance for common situations.

Compatible agents

Designed for general-purpose coding/assistant agents that can read Markdown (Claude Code, Copilot, Codex, Gemini-capable agents).

Audit Summary

Salesforce Products & Pricebooks admin skill with a well-written SKILL.md covering the Product2/Pricebook2/PricebookEntry data model, multi-currency pricing, and product schedules. The bundled checker script scans Salesforce metadata XML for common misconfigurations (hardcoded pricebook IDs, missing FLS, validation rule conflicts). Script runs cleanly with stdlib only and no network access.

Watch Out

Checker script requires a Salesforce metadata directory structure to be useful — without one it just reports no issues
Skill is specific to standard Products/Pricebooks and explicitly excludes CPQ/SBQQ scenarios

Notes

No security concerns — pure stdlib, no network calls, no credentials, no destructive commands. SKILL.md is thorough and well-structured with clear triggers, decision tables, and review checklists. Useful for Salesforce admins but niche audience.

Information

Repository: awesomesalesforceskills
Stars: 17
Installs: 0

Trust Score

Overall89

Security97

Code Quality82

Architecture78

Usefulness52

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