Revenue Cloud Discovery

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All engagements

Test 1 - Mike's Review

DRAFT · data v1.0

Readiness: BLOCKED

  • Preflight is incomplete: add each license group and save the license and add-on details.
  • 25 gates are unanswered: S1, S2, S3, S4, S5, S6, S7, S8, S9, S10, S11, S12 and 13 more.
  • 99 questions are incomplete: M0 (9), M1 (11), M2 (8), M3 (16), M7 (14), M12 (17), M24 (11), M25 (13).
  • Question 1.9 (how the agent authenticates) is incomplete. Name the method and the run-as user, never a secret.
  • Required templates not uploaded: C-01, C-02, C-03, C-04a, C-04b, C-04c, C-05, C-06, C-11, C-12, C-13, C-21 and 3 more.
  • The build authority grid (question 25.1) has not been reviewed and saved.

3 more.

Open the readiness report

Modules in scope (8)

Pending routing (17)

These modules appear only if an unanswered gate is Yes. Answer the gates.

M4 Bundles and product relationships · M5 Product Configurator and constraint rules · M6 Product discovery and guided selling · M8 Price adjustments and dynamic pricing · M9 Promotions · M10 Rate Management and usage selling · M11 Usage Management and consumption · M13 Ramp deals and price uplifts · M14 Advanced Approvals · M15 Quote documents and e-signature · M16 Order fulfillment orchestration (DRO) · M17 Assets, amendments, renewals, and cancellations · M18 Contracts and contract pricing · M19 Experience Cloud: partners and customers · M20 Large transactions · M21 Agentforce for Revenue · M22 Integrations and extensibility