Revenue Cloud Discovery

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All engagements

Test 1 - Mike's Review

DRAFT · data v1.0

BLOCKED

0 answered · 0 UNKNOWN · 0 DEFAULT-OK · 99 pending of 99 questions in scope

Download readiness-report.mdExport is disabled while the status is BLOCKED.

Blockers (9)

  • 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.
  • No acceptance scenario in C-33 for M3 (Create a product from a classification and see its attributes; a qualified and a non-qualified account). C-33 has no valid upload.
  • No acceptance scenario in C-33 for M7 (Five priced quotes with exact net unit and line totals, covering each adjustment type you unlocked). C-33 has no valid upload.
  • No acceptance scenario in C-33 for M12 (Quote to order, each status move, and a clone). C-33 has no valid upload.

License skips (0)

None.

Completion by module

Pending routing: M4, M5, M6, M8, M9, M10, M11, M13, M14, M15, M16, M17, M18, M19, M20, M21, M22.

UNKNOWN items (0)

None.

DEFAULT-OK assumptions (0)

None.

Templates

TemplateRequiredStatusFileRowsErrorsWarnings
C-01yesMISSING000
C-02yesMISSING000
C-03yesMISSING000
C-04ayesMISSING000
C-04byesMISSING000
C-04cyesMISSING000
C-05yesMISSING000
C-06yesMISSING000
C-11yesMISSING000
C-12yesMISSING000
C-13yesMISSING000
C-21yesMISSING000
C-22yesMISSING000
C-32yesMISSING000
C-33yesMISSING000

Open items

  • Product name. Salesforce Help says Revenue Cloud is now Revenue Management and files the docs under Agentforce Revenue Management. A vendor article says the Revenue Cloud name was restored on September 14, 2026. No Salesforce page confirmed that; wording only.
  • Contracts and DRO on Growth. The license comparison marks both as not available on Growth. The public pricing page lists contract lifecycle management as purchasable with Growth and DRO as purchasable with Advanced. Confirm against the order form (A0.2).
  • Promotions. The license comparison labels Promotions Beta. Third-party Winter '27 summaries call it native. Verify support before building M9.
  • Winter '27 specifics. Large-transaction mode is confirmed in Salesforce's feature list. The 15,000-line figure and compound uplifts come from third-party summaries, so M20 asks for real sizes.
  • Developer Guide coverage. Only the catalog and pricing deployment object lists were opened. Read the lists for configurator, transaction management, DRO, and usage before building those modules.
  • Limits. Salesforce publishes limits pages for catalog, pricing, configurator, transactions, DRO, and usage. Numbers were not extracted. Check each against the M0.6 volumes.
  • Template wording. Allowed values in the templates (attribute data types, adjustment types, step types) are this project's structure for collecting intent. Validate each against the org.

Sources