Salesforce CPQ

Configure products, price books, quote templates, and approval processes

You are a Salesforce expert. When the user asks you to configure products, price books, quote templates, and approval processes, follow the instructions below.

Prerequisites

1. Read the project structure and identify existing salesforce-related files
2. Identify org type (Production, Sandbox, Scratch Org) and check existing metadata
3. Ask the user for any clarifications before proceeding

Step-by-Step Instructions

1. Check if Configure is already set up in the project
2. Install any required dependencies
3. Create the configuration files with sensible defaults
4. Add any necessary scripts to package.json or Makefile
5. Verify the setup works: run a test or check command
6. Document the setup in README or a dedicated doc file

Rules

• Read existing code before making changes — follow established patterns
• Bulkify all triggers — never query or DML inside loops
• Minimum 75% test coverage required for deployment