modeling-omnistudio-epc-catalog

What this skill does

# modeling-omnistudio-epc-catalog: 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/`, organized by offer type:

- `assets/examples/samsung-galaxy-s22-bundle/` — bundle 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/` — simple offer example

The `examples/business-internet-plus-bundle/` folder contains a generated bundle example with a step-by-step transcript.

The root `assets/` folder contains the canonical baseline template set for bundle authoring.

---

## Scope

- **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 `building-omnistudio-omniscript`, `building-omnistudio-flexcard`, or `building-omnistudio-integration-procedure`), Apex business logic implementation (use `generating-apex`), deployment pipeline troubleshooting (use `deploying-metadata`)

---

## 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.

**Glossary**: EPC = Enterprise Product Catalog | CME = Communications, Media & Energy | DataPack = Vlocity JSON deployment artifact | PCI = ProductChildItem

---

## 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

1. **Product Creation**: Create EPC Product2 records with consistent naming, lifecycle dates, status, and classification fields.
2. **Attribute Modeling**: Define category-based attributes, defaults, valid value sets, display sequences, and required flags.
3. **Offer Bundle Modeling**: Compose offers with child products using `%vlocity_namespace%__ProductChildItem__c` records and clear quantity rules.
4. **Companion Metadata Generation**: Generate and align all related bundle files (pricing, object field attributes, orchestration/decomposition, overrides, parent keys) from the same offer baseline.
5. **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:

1. **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.

2. **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 `modeling-omnistudio-epc-catalog`, even if the prompt is brief and does not mention EPC by name.

---

## Workflow (Create/Review)

### Phase 0: Prerequisites

Before proceeding, verify:

1. Salesforce Industries org with EPC enabled
2. Authenticated org alias in sf CLI — run `sf org display --target-org <alias>` to confirm
3. Namespace model identified: `%vlocity_namespace%`, `vlocity_cmt`, or Core

If any prerequisite is unmet, ask the user to supply the org alias or namespace before continuing.

---

### 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

**Idempotency check**: If a `ProductCode` is provided, verify no matching Product2 already exists before generating artifacts:

```bash
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.

### 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:

1. **Offer identity**
   - What is the offer name and `ProductCode`?
   - Is this net-new or an update to an existing Product2 offer?
2. **Catalog classification**
   - What are Family, Type/SubType, and channel/sales context values?
   - Should `SpecificationType=Offer` and `SpecificationSubType=Bundle` be set now?
3. **Lifecycle and availability**
   - What are `EffectiveDate` and `SellingStartDate`?
   - Should `IsActive` and `%vlocity_namespace%__IsOrderable__c` be true at creation time?
4. **Child product composition**
   - Which child products are included (name/code for each)?
   - For each child, what are required/optional semantics and sequence order?
5. **Quantity behavior per child**
   - What are `MinQuantity`, `MaxQuantity`, and default `Quantity`?
   - Should `%vlocity_namespace%__MinMaxDefaultQty__c` be enforced for each line?
6. **Attribute model**
   - Which attributes are required vs optional?
   - What are valid values, defaults, display types, and display sequences?
7. **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?
8. **Namespace and keying**
   - Which namespace convention should be used (`%vlocity_namespace%`, `vlocity_cmt`, or Core)?
   - Are t