Revenue Cloud Discovery

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Test 1 - Mike's Review

DRAFT · data v1.0

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M7 · Pricing foundation

Test 1 - Mike's Review · 14 questions · printed Oct 21, 2026

  1. 7.1 Price books: name, purpose (segment, region, channel, partner), currency, and active status.

    Files: C-11 (not uploaded)

    Pending

  2. 7.2 How does a quote or order get its price book: a field on the account or opportunity, a default, a user choice, a partner program? State the rule and give an example.

    Pending

  3. 7.3 Currencies: do you set prices explicitly per currency, or convert from a base price by exchange rate? Which rate source and rounding?

    Pending

  4. 7.4 List prices for every product, selling model option, and currency, with effective dates.

    Files: C-12 (not uploaded)

    Pending

  5. 7.5 Who changes list prices, how often, and in which source system? Do you apply mass adjustments (for example, plus 5% across a price book) or schedule price changes with effective dates?

    Pending

  6. 7.6 Do you track product cost for margin? If yes, give cost books and the margin formula.

    Files: C-13 (not uploaded)

    Pending

  7. 7.7 Calculation order: list every step that turns a list price into a net price, in order (list price, volume, attribute, bundle, manual discount, promotion, rounding, and so on). Give one worked example with numbers at each step. This becomes the pricing procedure.

    Pending

  8. 7.8 One pricing procedure or several? If several, say which transaction types, segments, or channels use which. May the agent start from Salesforce's default procedure?

    Pending

  9. 7.9 Do prices depend on lookups the standard decision tables don't cover (for example, price by region and segment)? Name the lookup keys and the result.

    Pending

  10. 7.10 Should the price waterfall be saved and shown on each line? Do you want Decision Explainer (AI explanations of a price)? Should advanced price logs be on in non-production orgs?

    Pending

  11. 7.11 Rounding: decimal places per currency, rounding mode, and whether rounding applies per line, per total, or both. Do any products need unit prices with more than two decimals?

    Pending

  12. 7.12 Do products have a minimum or maximum allowed price (floor and ceiling)? Should price history be tracked?

    Pending

  13. 7.13 After list prices or adjustment data change, should pricing data sync automatically? What delay is acceptable?

    Pending

  14. 7.14 Are Revenue Cloud prices net of tax? (Tax calculation itself is covered in M22.)

    Pending