cpq-approval-workflows

cpq-approval-workflows is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 149 tokens per session (4,841 once invoked), scanned A, original, Apache-2.0.

A workflow setup for Salesforce CPQ Advanced Approvals, which routes quotes to people who must review them. It can evaluate quote and line-item information and arrange approvers in sequence or in parallel.

In plain words
What is it for?
Use it to configure approval rules, cross-line calculations, approver chains, escalation timeouts, re-quote behavior, and user permissions.
Why use it?
It helps enforce pricing and deal-approval rules without relying on manual coordination or repeated approval of unchanged quotes.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to configure approval rules, cross-line calculations, approver chains, escalation timeouts, re-quote behavior, and user permissions.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/cpq-approval-workflows
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill cpq-approval-workflows
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for cpq-approval-workflows

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/cpq-approval-workflows/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/cpq-approval-workflows)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/cpq-approval-workflows"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/cpq-approval-workflows/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for cpq-approval-workflows

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/cpq-approval-workflows"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/cpq-approval-workflows.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 149 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,841 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00149 $0.04841
Opus 5 $0.00075 $0.02420
Sonnet 5 $0.00030 $0.00968
Haiku 4.5 $0.00015 $0.00484

Measured 8d ago against content hash b836f8271c71, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

cpq-approval-workflows scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_cpq_approval_workflows.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/cpq-approval-workflows/SKILL.md · 259 lines

How it starts

The opening of the file, as written. The whole thing — 259 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CPQ Approval Workflows

Use this skill when configuring or troubleshooting the CPQ Advanced Approvals managed package (namespace SBAA__): creating approval rules that evaluate fields across quote line items using Approval Variables, building sequential or parallel Approval Chains, enabling Smart Approvals to skip re-approval on unchanged requote fields, configuring escalation timeouts, and assigning the required permission sets. This skill does not cover standard Salesforce approval processes or CPQ pricing configuration.


Before Starting

Gather this context before working on anything in this domain:

  • Confirm the CPQ Advanced Approvals managed package (SBAA__) is installed separately from the base Salesforce CPQ package (SBQQ__). Both must be present. Check via Setup > Installed Packages.
  • Confirm users who submit, approve, and administer approvals have the "CPQ Advanced Approvals" permission set assigned — this is a separate permission set from the base "Salesforce CPQ" permission set. Missing this permission set causes silent failures where approval buttons or records do not appear.
  • Identify whether the approval trigger must evaluate quote-level fields (e.g., total quote discount), single quote-line fields (e.g., line discount), or aggregated values across all lines (e.g., maximum discount across all line items). Line-level aggregation requires SBAA__ApprovalVariable__c, not a direct field reference.
  • Understand the most common wrong assumption: standard Salesforce approval processes cannot evaluate across quote line items. A standard approval process evaluates a single record; it cannot compute "the maximum discount across all lines." SBAA__ApprovalVariable__c is the only mechanism that solves this.
  • Identify whether Smart Approvals should be enabled. When enabled, a requote that changes only non-approval-relevant fields will not require re-approval; if any approval-relevant field changes, all previous approvers must re-approve.

Read the full file on GitHub · 259 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 259 lines · 149 tokens per session scan A b836f8271c71

Subscribe to this mod's changes

cpq-approval-workflows is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 149 tokens to every session and 4,841 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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