Bring Commerce Cloud
to LlamaIndex

Returns price book name, description, active status, and IsStandard flag. Every Salesforce org has a Standard Price Book. Additional price books allow different pricing for channels, regions, or customer tiers (e.g., "Partner Pricing", "Enterprise Discount"). Use to find price book IDs before viewing entries. List all price books in Salesforce with name, description, active status, and whether it is the standard price book

Returns product name, quantity, unit price, total price, and description per line item. Use when the user asks "what is in this order?", needs to review order composition, or wants to verify pricing before activation. Get all line items of a specific Salesforce order — products, quantities, unit prices, and total prices per item

Use for order management: "how many draft orders need activation?", "show all activated orders", or for revenue analysis by order status. Get Salesforce orders filtered by status (Draft or Activated) for order management and fulfillment tracking

Returns product name, product code, unit price, currency, and active status. Price book entries define the actual price of a product in a specific context (channel, region, tier). Use to check pricing, compare across price books, or verify product availability in a specific price book. Get all product price entries within a specific price book — products with their unit prices and active status

Returns products within a category (e.g., "Hardware", "Software", "Services"). Use when the user asks about products in a specific category, wants a category-level view, or needs to browse the catalog by family. Get all active products within a specific product family for category-level catalog browsing

Returns order number, account name, status (Draft/Activated), total amount, effective date, and order owner. Orders represent confirmed customer transactions. Use when the user asks about customer orders, wants to look up a specific order number, or needs to review order history. Search Salesforce orders by order number or account name to find transactions with status, total, and dates

Returns product name, product code (SKU), product family, description, and whether the product is active. Products define what can be sold — they are linked to price books for pricing. Use when the user asks about product catalog, wants to find a specific product, or needs product IDs for orders. Search the Salesforce product catalog by name or product code to find items with family, description, and active status

Common operations: set IsActive to false to discontinue a product, change Family to reclassify, update Description, or rename. Only specified fields change. Update a product in the Salesforce catalog — change name, description, active status, product code, or family