Test 1 - Mike's Review

24.0Users and personas: persona (catalog admin, product designer, pricing manager, pricing designer, rep, deal desk, approver, fulfillment user, finance read-only), count, and the role and profile each holds today.

24.1Record access: organization-wide defaults and sharing rules wanted for Quote, Order, Contract, Asset, Product, Price Book, and catalog objects. Any territories or account teams?

24.2Which roles may see cost, margin, floor price, and discount depth?

24.3Should pricing run with elevated permission so reps get prices without being able to read the underlying price data?

24.4Apps and navigation: which apps and tabs per persona, whether to use the console app, and any home page or record page changes.

24.5Required list views and standard reports, with filters.

24.6Revenue Management Intelligence (Advanced; needs a Data 360 connection): which dashboards do you want from pricing, order management, orchestration, and subscription and renewal analytics? Is Data 360 connected today?

24.7Custom KPIs with exact formulas (ARR, MRR, renewal rate, average discount, quote cycle time).

24.8Who watches the Revenue Cloud Operations Console for pricing and configuration logs?

24.9Audit needs: field history tracking, setup audit trail, and retention period.

24.10Should the agent also produce admin and user documentation? State formats and audiences.