A discovery question bank for Salesforce consultants — built from real implementations, not documentation.
6 clouds · 238 questions · 55 bridge questions for multi-workstream projects
A discovery question bank for Salesforce consultants — built from real implementations, not documentation.
Built from live implementations across Sales Cloud, Service Cloud, CPQ, Agentforce, B2B Commerce, and Experience Cloud. Not theory. Not documentation. Real projects.
These packs exist to surface the decisions that, if deferred, become the most expensive conversations on the project. Every question was born from a real implementation — every gotcha from a real mistake.
"Do you sell to individual consumers, businesses, or both?"
Person Accounts is an irreversible org-level setting. Once enabled, it cannot be turned off. Many consultants discover the client sells B2C mid-project — after page layouts and flows are already built for the standard model.
This is the single most consequential data model decision in a Sales Cloud implementation. It must be answered before any object, layout, or automation work begins.
"If an Agentforce SDR agent is qualifying inbound leads, does the client need Person Accounts enabled for B2C interactions — and has that been communicated to the Agentforce workstream for prompt design?"
Cross-workstream alignment ensures the data model decision propagates to every dependent build.
Data model decisions, forecasting architecture, lead routing, territory management, Einstein Activity Capture, Sales Engagement, and the irreversible choices that define every Sales Cloud build.
Omni-Channel routing, SLA enforcement, Knowledge taxonomy, Classic Chat retirement, Digital Engagement, telephony, Einstein AI, and the configuration gaps that surface on the first weekend after go-live.
Product catalog architecture, pricing waterfall, bundle rules, discount governance, Advanced Approvals, subscription amendments, data migration, and Revenue Cloud alignment.
Use case scoping, data grounding, Topic and Action design, escalation architecture, Trust Layer security, Flex Credits pricing, SDR Agent, and non-deterministic UAT.
Store architecture, buyer hierarchy, catalog pricing, checkout limitations, ERP integration, search, deployment complexity, and the Aura-to-LWR rebuild conversation.
Template irreversibility, guest user security (active exploitation pattern), SSO ACS URL traps, sharing model by license tier, PRM limitations, CMS translation, deployment complexity, and Mobile Publisher lead times.
Every pack includes Bridge Questions — cross-workstream alignment questions that flag dependencies before they become change orders. 55 bridge questions across 18 cloud combination patterns.
You're about to run your first Service Cloud discovery for a new client. You know the platform. You don't want to miss the gotcha that costs you a change order.
Your team runs discovery every week. You want every consultant asking the same high-quality questions with the same rigor you bring.
You're scoping a new cloud internally and don't want to find out mid-build what you should have asked in week one.