Each capability ships as a REST endpoint under /cadence/*, an invocable action, and a Lightning component — all calling one service layer. Integration-readiness and AI enabled by default.
| Endpoint | Verb | Purpose |
|---|---|---|
| /cadence/products | GET | Products with nested bundle options, defaults, attributes, and prices |
| /cadence/products?search= | GET | Search active products by name, code, or family, with prices and bundle indicators |
| /cadence/quotes | POST | Create a quote for an account or an opportunity, with term, price book, and pricing method defaults |
| /cadence/quotes/{id} | GET | Quote summary: header, totals, and a flat line list |
| /cadence/quotes/{id}/lines | POST | Add products and bundles with nested selections and overrides |
| /cadence/bundles/{lineId} | GET, PATCH | Read or reconfigure a bundle already on a quote |
| /cadence/quotes/{id}/calculate | POST | Run the pricing engine, optionally with a trace |
| /cadence/lines/{lineId}/trace | GET | Explain Price: the line's field writes and notes from a calculation trace |
| /cadence/quotes/{id}/groups | GET, POST, PATCH, DELETE | List, create, rename, delete, and assign quote line groups |
| /cadence/ramp-schedules | GET, POST | Read and create ramp schedules with segments |
| /cadence/pricing-methods | GET, POST, PATCH, DELETE | Pricing setup: methods, rules, actions, rollups, derived prices, and lookups; clone a method; install the standard waterfall |
| Endpoint | Verb | Purpose |
|---|---|---|
| /cadence/contracts | POST | Generate a contract from a quote |
| /cadence/orders | POST | Convert a quote to an order, delta-aware |
| /cadence/assets | POST | Generate or mutate assets from an activated order |
| /cadence/asset-amendments | POST | Amendment lines for one or many assets: update quantity, cancel and replace onto a new or the same asset, or extend a term, with delta billing |
| /cadence/asset-renewals | POST | Renewal lines for one or many assets, with optional product swaps |
| /cadence/service-periods | POST | Rebuild an asset's service-period timeline |
| /cadence/service-periods/rebuild | POST | Bulk rebuild of every asset's timeline after a data load |
| /cadence/approvals/{id} | GET, POST | Live prior-value check, submit for approval, and record the outcome |
| /cadence/regression/baselines and /runs | GET, POST | Mark baselines, run the suite, poll results |
They appear under the Cadence category in Flow Builder — 37 actions. Catalog and quoting: search products, get products with options, create quote, add products, get and reconfigure bundles, get quote summary, calculate, get line trace, apply a ramp schedule, create and move line groups. Pricing setup: install the standard waterfall, clone a pricing method, save rules, actions, and rollups, list methods, get the full setup, get calculation runs and logs. Approvals: submit, check prior approved values, record an outcome. Lifecycle: generate contracts, convert orders, generate assets, amend, renew, evaluate and rebuild service periods. Regression: mark baselines, run the suite.
Invocable actions are exactly what Salesforce AI agents consume — in Agentforce, and through Salesforce's hosted MCP servers for Claude, OpenAI, and any other MCP client. An agent that quotes, amends, or renews uses the same governed, permission-checked actions as your reps, and inherits the same user-mode security, so it can never see or write what its running user can't.
Cadence exposes its actions as Model Context Protocol tools on Salesforce's own hosted MCP infrastructure.
The quote lifecycle, end to end, for a rep working from Claude, Slack, Agentforce, or any other AI tool.
Pricing setup authoring and troubleshooting for the admin.
Add a header button to the quote grid that launches any screen flow in a modal, with an optional display condition. One record, no deployment.
A pricing method can call an autolaunched flow that returns JSON, which the engine substitutes into pricing formulas — external data and custom logic using salesforce flow.
The package ships with unmanaged flows to address common scenarios like Add Products, Amend Assets, Renew Assets, Pricing Context, and approvals, as starting points meant to be cloned and customized.