Revenue Cloud Discovery

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Test 1 - Mike's Review

DRAFT · data v1.0

M24 · Security, UI, and analytics

Test 1 - Mike's Review · 11 questions · printed Oct 21, 2026

  1. 24.0 Users 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.

    Files: C-32 (not uploaded)

    Pending

  2. 24.1 Record access: organization-wide defaults and sharing rules wanted for Quote, Order, Contract, Asset, Product, Price Book, and catalog objects. Any territories or account teams?

    Pending

  3. 24.2 Which roles may see cost, margin, floor price, and discount depth?

    Pending

  4. 24.3 Should pricing run with elevated permission so reps get prices without being able to read the underlying price data?

    Pending

  5. 24.4 Apps and navigation: which apps and tabs per persona, whether to use the console app, and any home page or record page changes.

    Pending

  6. 24.5 Required list views and standard reports, with filters.

    Pending

  7. 24.6 Revenue 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?

    Pending

  8. 24.7 Custom KPIs with exact formulas (ARR, MRR, renewal rate, average discount, quote cycle time).

    Pending

  9. 24.8 Who watches the Revenue Cloud Operations Console for pricing and configuration logs?

    Pending

  10. 24.9 Audit needs: field history tracking, setup audit trail, and retention period.

    Pending

  11. 24.10 Should the agent also produce admin and user documentation? State formats and audiences.

    Pending