ramped-quotes

Build and verify multi-year group-ramp Revenue Cloud quotes through the Connect API.

Updated Sep 23, 2026
One-click install
npx skills add https://github.com/drgaciw/rlm-base-dev-fork --skill ramped-quotes-drgaciw
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ramped-quotes
Source: https://github.com/drgaciw/rlm-base-dev-fork/tree/main/.cursor/skills/ramped-quotes
Command: npx skills add https://github.com/drgaciw/rlm-base-dev-fork --skill ramped-quotes-drgaciw

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Creating multi-year ramped quotes in Salesforce Revenue Cloud requires a precise sequence of Connect API calls, correct field legality, and careful handling of compound price uplift — mistakes produce unpriced quotes, failed clones, or silently standard (non-compounding) uplift. ## Core Features & Use Cases - Proven build sequence: Four Connect calls (placeSalesTransaction create, EditGroup, clone per additional period, compound-uplift PATCH with forced reprice) with CalculationStatus polling between each mutating call. - Compound uplift guidance: Set RampUpliftType='Compound' on the top-level RampScheduleGroup and per-segment UnitPriceUplift on lines, with the PriceRevision pricing-procedure engine prerequisites explained. - Read-back verification: Query the priced quote to report TCV, per-period subtotals, and a ramp-by-product matrix grouped on RampIdentifier, without re-pricing. - Use Case: Build a 3-year ramped quote on a standalone subscription SKU with 5% then 3% compound uplift, then verify the read-back shows net prices of 360, 378, and 389.34. ## Quick Start Ask your agent to read .cursor/skills/ramped-quotes/SKILL.md and build a 3-year group-ramp quote with compound uplift on a given account and SKU, verifying the result against a live org.

Frequently Asked Questions about ramped-quotes

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a multi-year ramped quote in Salesforce Revenue Cloud?▼

Create the quote with a period-1 QuoteLineGroup via placeSalesTransaction, mark it ramped with groupRampAction EditGroup (IsRamped=true, SegmentType=Yearly), then call cloneSalesTransaction once per additional period, polling Quote.CalculationStatus to a settled state between calls.

How to set up compound price uplift on a ramp deal?▼

Compound uplift requires a group ramp, Advanced Detail Line Pricing enabled, RampUpliftType='Compound' set on the top-level RampScheduleGroup, per-segment UnitPriceUplift on each line, and a fully configured PriceRevision element in the pricing procedure with IsCompoundUpliftEnabled=true.

What is the difference between a group ramp and a line ramp?▼

A group ramp creates one QuoteLineGroup per period via EditGroup and cloning, and supports compound uplift because the group holds RampUpliftType. A line ramp uses createRampDeal on a single line with ungrouped segments and cannot compound.

Why is RampIdentifier null on my ramped quote lines?▼

A null RampIdentifier on read-back usually means the org's context definitions are stale, not a graph mistake. Running a Context Definition sync fixes it; see the context-service skill for the sync procedure.

Can I ramp a bundle with an active constraint model?▼

No. Ramping a bundle while the CML constraint model is active causes the bundle to re-expand its children on each clone, which is a known issue. Keep ramp builds on standalone products using configurationMethod Skip.

Why does my ramp quote show wrong totals when summing TotalPrice?▼

TotalPrice is the gross list total and overstates TCV whenever uplift, discount, or proration applies. Sum the platform-computed NetTotalPrice instead, which is the post-discount, prorated line total that propagates to the invoice.