revenue-intelligence-setup
Revenue Intelligence setup: pipeline inspection, deal insights, forecast accuracy analytics, Einstein analytics for sales leaders. NOT for CRM Analytics platform admin (use analytics-studio-admin). NOT for forecasting category setup only (use forecasting-and-quotas).
Best use case
revenue-intelligence-setup is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Revenue Intelligence setup: pipeline inspection, deal insights, forecast accuracy analytics, Einstein analytics for sales leaders. NOT for CRM Analytics platform admin (use analytics-studio-admin). NOT for forecasting category setup only (use forecasting-and-quotas).
Teams using revenue-intelligence-setup should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/revenue-intelligence-setup/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How revenue-intelligence-setup Compares
| Feature / Agent | revenue-intelligence-setup | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Revenue Intelligence setup: pipeline inspection, deal insights, forecast accuracy analytics, Einstein analytics for sales leaders. NOT for CRM Analytics platform admin (use analytics-studio-admin). NOT for forecasting category setup only (use forecasting-and-quotas).
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Revenue Intelligence Setup Activate when standing up Salesforce Revenue Intelligence (RI) for a sales organization: pipeline inspection for managers, deal-change waterfall for leaders, forecast accuracy analytics, and Einstein-powered deal insights. RI rides on top of Sales Cloud + CRM Analytics and depends on clean Opportunity discipline to work. ## Before Starting - **Confirm Revenue Intelligence license.** Distinct from base Sales Cloud; the shipped app and its CRM Analytics assets only appear when enabled. - **Audit Opportunity hygiene.** RI surfaces deal deltas and coaching signals; if Opportunities have stale close dates, zero amounts, or skipped stages, the intelligence is garbage in, garbage out. - **Decide the forecasting model.** Collaborative Forecasts must be enabled, with revenue types and hierarchy confirmed — RI dashboards filter and segment by these. ## Core Concepts ### Pipeline Inspection The headline UI for sales managers. Shows all team Opportunities with deal-change deltas: stage changes, amount changes, close-date slips, new deals, closed-won/lost. Driven by a nightly Opportunity History snapshot the RI package builds. ### Deal Insights Einstein-generated insights per Opportunity — sentiment from emails, activity gaps, champion turnover warnings, similar-deal outcomes. Requires Einstein Activity Capture (EAC) for emails and Sales Engagement signals. ### Forecast Accuracy RI dashboards compare forecasted revenue to actual closed revenue, broken down by manager, rep, product, segment. Requires historical forecast snapshots — if you just turned on Collaborative Forecasts, there is no history to analyze yet. ### Underlying data: Opportunity History RI pivots on `OpportunityFieldHistory` and `OpportunityHistory`. Field History tracking on Amount, Close Date, Stage, Forecast Category is mandatory; without it the waterfall is empty. ## Common Patterns ### Pattern: Weekly forecast call with Pipeline Inspection Manager opens Pipeline Inspection Monday morning, filters to "Deals Slipped This Week" + "Amount Changed Last 7 Days". Review list with each rep; coaching notes captured on the Opportunity. ### Pattern: Quarter-end deal review with waterfall Sales leader opens the shipped dashboard showing starting pipeline → won → lost → slipped → added. Used for the quarterly business review conversation. ### Pattern: Forecast accuracy trend Head of sales reviews forecast vs actual across the last four quarters per segment. Informs where coaching investment drives forecast quality. ## Decision Guidance | Situation | Recommended Approach | Reason | |---|---|---| | Manager needs deal-change visibility | Pipeline Inspection | Shipped view, no rebuild | | Leader quarterly review | Shipped RI dashboards | Don't hand-build | | AI deal scoring | Einstein Opportunity Scoring | Native, no custom ML | | Activity-based insights | Einstein Activity Capture | Feeds RI insights | | Custom metric not shipped | CRM Analytics recipe extending RI dataset | Reuses existing dataset | ## Recommended Workflow 1. Enable Revenue Intelligence license; install the RI app from AppExchange if not auto-provisioned. 2. Turn on Collaborative Forecasts with the organization's forecast categories and hierarchy. 3. Enable Opportunity Field History tracking on Amount, Close Date, Stage, Forecast Category (minimum). 4. Deploy Einstein Activity Capture for emails/events to power deal insights. 5. Grant the Revenue Intelligence permission set group to managers and leaders; validate Pipeline Inspection loads. 6. Customize dashboards: change defaults on filters, drill-down, and saved views per leadership segment. 7. Plan rollout: 30-minute manager training, weekly coaching cadence tied to Pipeline Inspection filters. ## Review Checklist - [ ] RI license enabled and app visible - [ ] Collaborative Forecasts set up with correct hierarchy - [ ] Opportunity Field History tracking on all pivot fields - [ ] Einstein Activity Capture deployed to sales org - [ ] Pipeline Inspection loads for a test manager with expected data - [ ] Shipped dashboards render with no zero/empty sections - [ ] Manager coaching cadence documented and trained ## Salesforce-Specific Gotchas 1. **Opportunity History tracking limits fields.** You can only track 20 fields per object; choose wisely — removing history later loses the pre-removal data. 2. **Einstein Activity Capture is sticky.** Once deployed with Exchange sync, migrating off is painful; pilot carefully with a small group first. 3. **RI dashboards are partitioned by forecast hierarchy.** If forecast hierarchy and role hierarchy diverge, managers may not see their own team's data. ## Output Artifacts | Artifact | Description | |---|---| | RI activation runbook | License, field history, EAC, dashboards | | Adoption plan | Training, cadence, coaching integration | | Dashboard customization guide | Saved views per leader segment | | Forecast accuracy baseline | First snapshot to measure improvement | ## Related Skills - `admin/forecasting-and-quotas` — upstream setup requirement - `admin/einstein-activity-capture-setup` — insight source - `admin/analytics-dashboard-design` — custom extensions
Related Skills
shield-kms-byok-setup
Configure Shield Platform Encryption with customer-supplied (BYOK) or customer-held (Cache-Only Key Service) tenant secrets, rotate them, and recover. NOT for Classic Encryption or field masking.
slack-salesforce-integration-setup
Use this skill when setting up or troubleshooting the Salesforce for Slack managed app — including connecting a Salesforce org to a Slack workspace, configuring the three-party admin handshake, linking Slack channels to Salesforce records, enabling record preview sharing, and managing org-level limits. Triggers on: Salesforce for Slack app not connecting, Slack org connection setup, Salesforce record sharing in Slack, Slack workspace admin approval, connecting Salesforce to Slack. NOT for building custom Slack apps or Slack bots (separate development platform), not for Slack Workflow Builder Salesforce connector (use slack-workflow-builder skill), not for Flow-based Slack messaging (use flow-for-slack skill).
salesforce-maps-setup
Use when configuring Salesforce Maps (formerly MapAnything) — territory planning, route optimization, live tracking, geo-grid visualizations, and check-in/check-out workflows for Sales or Service field reps not on Field Service. Covers package installation order (Maps + Maps Advanced + Maps Routing/Live Tracking add-ons), the MapsTerritoryPlan / MapsAdvancedRoute / MapsLayer object family, base-data syncs (Geocoding and Routing services), and integration with Sales and Service Cloud records. Triggers: 'Salesforce Maps setup', 'MapAnything migration', 'territory planning by polygon', 'route optimization for sales reps', 'live tracking field reps', 'plot accounts on a map', 'check-in to the closest account'. NOT for Field Service Lightning territory and scheduling (use admin/fsl-scheduling-optimization-design and data/fsl-territory-data-setup) — Maps and FSL are different products. NOT for Consumer Goods Cloud retail visit planning (use admin/consumer-goods-cloud-setup) — RoutePlan/Visit objects are CG-specific. NOT for Tableau / CRM Analytics geo charts.
revenue-lifecycle-management
Use this skill when implementing or troubleshooting Salesforce Revenue Lifecycle Management (RLM) — the native Revenue Cloud product covering order-to-cash lifecycle, Dynamic Revenue Orchestrator (DRO) fulfillment plan design, asset amendments, billing schedule creation via Connect API, and invoice management. Triggers on: Dynamic Revenue Orchestrator, RLM order decomposition, DRO fulfillment swimlanes, native Revenue Cloud billing schedule, asset lifecycle management Salesforce. NOT for CPQ quoting or pricing rules (use cpq-* skills), not for the legacy Salesforce Billing managed package with blng__* objects (different product entirely), not for standard Order objects without Revenue Cloud features.
private-connect-setup
Configure Private Connect between Salesforce and AWS/Azure for traffic to stay on private networks. NOT for standard internet callouts.
net-zero-cloud-setup
Use this skill when configuring Salesforce Net Zero Cloud — including Scope 1/2/3 emission source modeling via the StnryAssetCrbnFtprnt / VehicleAssetCrbnFtprnt / Scope3CrbnFtprnt object families, emission factor library setup (EmssnFctr / EmssnFctrSet), DPE-driven carbon calculation jobs, supplier engagement scoring, and CSRD / ESRS / TCFD disclosure pack mapping. Triggers on: Net Zero Cloud setup, Sustainability Cloud carbon accounting, Scope 1 2 3 emissions Salesforce, emission factor library, supplier engagement Net Zero, ESG disclosure pack mapping. NOT for ESG content scoring (use Marketing Cloud), NOT for general financial reporting (use Accounting Subledger), NOT for energy-only utility billing (use Energy & Utilities Cloud).
named-credentials-setup
Named Credentials and External Credentials configuration for secure outbound callouts: per-user vs per-org authentication, legacy vs enhanced Named Credentials, external credential principal types (Named Principal, Per User, Anonymous), OAuth 2.0 and JWT flows, and credential deployment. NOT for callout code patterns, Apex HTTP implementation, or OAuth server-side flow debugging.
manufacturing-cloud-setup
Use this skill when configuring Salesforce Manufacturing Cloud — including Sales Agreement setup, Account-Based Forecasting (ABF) recalc jobs, run-rate management, Rebate Management programs, channel inventory tracking via Channel Revenue Management, and Group Membership / OrderItem-to-SalesAgreement reconciliation. Triggers on: Manufacturing Cloud setup, Sales Agreement Salesforce, account-based forecast recalculation, run rate manufacturing, rebate program setup, channel revenue management. NOT for general Sales Cloud opportunity-to-order flow (use standard Opportunity / Order), NOT for Field Service install-base management (use FSL skills), NOT for Automotive Cloud dealer modeling (use automotive-cloud-setup).
loyalty-management-setup
Use this skill when setting up or extending Salesforce Loyalty Management — including program and currency creation, tier group design, qualifying vs. non-qualifying point currency separation, DPE batch job activation, partner loyalty configuration, and member portal setup on Experience Cloud. Triggers on: Loyalty Management setup, loyalty tier setup Salesforce, qualifying points vs redemption points, DPE batch job for loyalty, partner loyalty program Salesforce, loyalty member portal. NOT for Marketing Cloud engagement program design (separate product), not for B2B loyalty via Sales Cloud (standard opportunity, not loyalty program), not for general Experience Cloud site setup (use experience-cloud-setup skill).
automotive-cloud-setup
Use this skill when setting up or extending Salesforce Automotive Cloud — including the Vehicle / VehicleDefinition data model, dealer-OEM relationship modeling via AccountAccountRelation, ActionableEvent orchestration for service campaigns and recalls, FinancialAccount lifecycle for retail-credit deals, and DriverQualification / WarrantyTerm extensions. Triggers on: Automotive Cloud setup, Salesforce Automotive Cloud data model, Vehicle vs VehicleDefinition, dealer hierarchy AccountAccountRelation, Automotive Cloud actionable events, recall campaign Salesforce. NOT for general Sales Cloud opportunity work on a vehicle product (use standard Opportunity), NOT for Manufacturing Cloud sales agreements (use manufacturing-cloud-setup), NOT for Field Service vehicle inventory (use FSL skills).
revenue-cloud-data-model
Use this skill when querying, integrating with, or troubleshooting the native Salesforce Revenue Cloud (RLM) data model — including BillingSchedule, BillingScheduleGroup, Invoice, InvoiceLine, Payment, PaymentLineInvoice, and FinanceTransaction standard objects and their relationships. Triggers on: Revenue Cloud object relationships, BillingSchedule data model, native Revenue Cloud SOQL, FinanceTransaction object, Invoice object Revenue Cloud, PaymentLineInvoice relationship. NOT for the legacy Salesforce Billing managed package data model (blng__BillingSchedule__c, blng__Invoice__c — use billing-data-reconciliation skill for that), not for CPQ data model (SBQQ__* objects).
fsl-territory-data-setup
Use this skill when bulk loading Service Territory data: boundary polygons, ServiceTerritoryMember assignments, OperatingHours, TimeSlots, and territory hierarchy setup. Trigger keywords: service territory bulk load, KML polygon import FSL, ServiceTerritoryMember migration, OperatingHours data setup, PolygonUtils Apex. NOT for Enterprise Territory Management (ETM/Account Territories), admin-level territory configuration UI, or scheduling policy setup.