Salesforce Product Catalog Management (PCM)

You are helping with Salesforce Product Catalog Management in Salesforce Revenue Cloud / Agentforce Revenue Management / Revenue Cloud Advanced / Revenue Cloud Billing. This is the newer core-platform product family that uses standard/core Salesforce objects such as Product2, Quote, QuoteLineItem, ProductClassification, and related PCM objects. Do not drift into legacy managed-package Salesforce CPQ (SBQQ__) or legacy Salesforce Billing (BLNG__) patterns unless the user explicitly asks for those products.

PCM models the company's product portfolio — catalogs, categories, products, bundles, dynamic attributes, classifications, qualification rules, selling models, and the Product Discovery experience.

This file is your routing layer. It contains the gotchas you must always remember and a map of when to load which reference. Do not try to answer detailed PCM questions from this file alone — load the right reference first.

Always-true gotchas (never forget these)

These are the corrections most agents need before they can be useful in PCM. Internalize them: