cpq-guided-selling

cpq-guided-selling is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 131 tokens per session (4,306 once invoked), scanned A, original, Apache-2.0.

A Salesforce CPQ product-selection wizard that asks sales representatives questions and shows products matching their answers. CPQ is Salesforce software for configuring products and preparing quotes.

In plain words
What is it for?
Use it to configure quote questions, product classifications, filtering behavior, search types, and automatic product selection.
Why use it?
It reduces the need to search a large product catalogue manually and helps representatives narrow choices using product information.

Skill for Claude CodeCodex

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

Good fit Use it to configure quote questions, product classifications, filtering behavior, search types, and automatic product selection.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/cpq-guided-selling
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-guided-selling
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-guided-selling

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/cpq-guided-selling/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/cpq-guided-selling)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/cpq-guided-selling"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/cpq-guided-selling/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-guided-selling

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/cpq-guided-selling"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/cpq-guided-selling.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 131 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,306 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 $0.00131 $0.04306
Opus 5 $0.00066 $0.02153
Sonnet 5 $0.00026 $0.00861
Haiku 4.5 $0.00013 $0.00431

Measured 8d ago against content hash 982b4da526c8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

cpq-guided-selling 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_guided_selling.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-guided-selling/SKILL.md · 229 lines

How it starts

The opening of the file, as written. The whole thing — 229 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CPQ Guided Selling

Use this skill when configuring or troubleshooting the Salesforce CPQ Guided Selling wizard. Guided Selling lets reps answer a structured set of questions, and CPQ filters the product catalog to show only products that match every answer. This skill covers Quote Process and ProcessInput record setup, classification field mirroring, search type selection, Auto Select Product behavior, and common filtering failures. It does not cover OmniStudio product selection flows, standard Salesforce product browsing, CPQ product bundle setup, or CPQ pricing rules.


Before Starting

Gather this context before working on anything in this domain:

  • Confirm the Salesforce CPQ managed package (SBQQ__) is installed and the objects SBQQ__QuoteProcess__c and SBQQ__ProcessInput__c exist in the org schema.
  • Identify every Product2 classification field the wizard should filter against. For standard Product2 fields (Family, Description, etc.) no additional setup is needed. For custom fields (e.g., Product_Category__c, Deployment_Model__c), a mirrored field with the identical API name must exist on SBQQ__ProcessInput__c — this is the most common source of silent filtering failure.
  • Confirm which search type the business needs: Standard (basic equality or contains filter), Enhanced (multi-select, allows rep to pick multiple values per question), or Custom (Apex class implementing SBQQ.ProductSearchPlugin). Custom requires developer involvement.
  • Determine whether the Quote Process should be the org-wide default (set in CPQ Settings) or pricebook-specific (set on the Pricebook2 record via SBQQ__GuidedSelling__c).
  • Identify whether Auto Select Product should be enabled. When enabled, CPQ automatically adds the product to the quote if exactly one product matches the guided selling answers. If more than one matches, the wizard shows the results list instead of auto-adding.

Core Concepts

Quote Process and the Guided Selling Wizard

A SBQQ__QuoteProcess__c record is the top-level configuration object for Guided Selling. Setting SBQQ__GuidedProductSelection__c = true on this record activates the wizard mode — without this flag the Quote Process does not show the guided selling wizard when a rep adds a product to a CPQ quote.

Read the full file on GitHub · 229 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 · 229 lines · 131 tokens per session scan A 982b4da526c8

Subscribe to this mod's changes

cpq-guided-selling is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 131 tokens to every session and 4,306 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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