M24 · Security, UI, and analytics
Test 1 - Mike's Review · 11 questions · printed Oct 21, 2026
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
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
24.2 Which roles may see cost, margin, floor price, and discount depth?
Pending
24.3 Should pricing run with elevated permission so reps get prices without being able to read the underlying price data?
Pending
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
24.5 Required list views and standard reports, with filters.
Pending
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
24.7 Custom KPIs with exact formulas (ARR, MRR, renewal rate, average discount, quote cycle time).
Pending
24.8 Who watches the Revenue Cloud Operations Console for pricing and configuration logs?
Pending
24.9 Audit needs: field history tracking, setup audit trail, and retention period.
Pending
24.10 Should the agent also produce admin and user documentation? State formats and audiences.
Pending