Predictika · Salesforce edition, add-on and Revenue Cloud quote rules
An AI sales agent assembles a Salesforce quote from the editions, user counts and add-ons a customer asks for, and says it is ready to send. Before it goes out, the agent sends it to Predictika's validator, which checks it against the published edition, add-on and billing rules together and reports every problem it finds in one pass, with the list-price total.
This validator checks any quote built from these editions and add-ons against the rules below, not just the scenarios shown.
Any Salesforce quote that touches these rules is in scope, not only the scenarios pictured here. Not checked: negotiated prices, taxes, contract terms, implementation services, and the accuracy of the facts the caller states. Prices are published list prices as recorded in the knowledge base; Salesforce does not publish some prices, and the validator says so.
6 scenarios in 2 groups · each group runs from the agent’s first attempt to the outcome · click one to switch
Illustrative agent statement. The validator receives the structured request below.
Proposing agent: AI sales agent (scripted)
Before sending, the agent must call Recorded run
What this means
Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.
| What the validator caught | A rules-based CPQ | Predictika |
|---|---|---|
| One quote with several problems at once | Only with workarounds Validation rules usually stop at the first failing field, so a seller fixes the user cap, then meets the billing rule, then the next error. | All the findings come back together, whatever order the choices arrived in. |
| Rules that depend on each other | Only with care A dispatcher requirement, a license count and a user count on the same line are separate rules that someone must keep consistent by hand. | Editions, users, add-ons and billing are in one request and re-evaluated together on every call. |
| A rule that depends on the edition | Only with care Free, Starter and Pro Suites allow different billing terms and user caps, so the rule list multiplies with every edition. | The edition's attributes are data in the model, and each rule reads them. |
| A total that follows the fix | Only with workarounds Price rules and validation rules run in separate passes, so the total can lag behind the corrected quote. | The list-price total is recomputed in the same call as the findings. |
Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.
| 1 | Sales Cloud Unlimited (legacy) closed to new customers on Sept 3, 2026. Quote Sales Cloud Core, Advanced or Max instead. |
| 2 | Free Suite allows at most 2 users; the Service line has 3. |
| 3 | Pro Suite is billed annually only. Monthly billing is offered on the Free and Starter Suites. |
| 4 | Revenue Cloud Growth requires a Sales Cloud or Service Cloud license at Core or Enterprise level or above. This quote has Pro Suite and no Service edition. |
| 5 | Revenue Cloud Advanced has 40 users, but only 25 users on the quote hold a qualifying Core or Enterprise-level Sales or Service license. Each Revenue Cloud user needs one. |
| 6 | Sales Cloud Core includes Premier Success but Pro Suite does not. Salesforce does not publish whether one bundled plan covers the whole org. Add Premier on the Service line or confirm coverage. |
| 7 | Tableau Next for Sales is already included in Sales Cloud Core. Remove the line or the customer pays twice. |
| 8 | Agentforce User License is not sold on Pro Suite. It needs a higher edition. |
| 9 | Knowledge Read/Write has 40 licenses but the Service line has only 30 users. |
| 10 | Field Service Contractor requires a Field Service Dispatcher license on the same quote. |
| 11 | The Agentforce User License consumes Flex Credits, and Salesforce does not publish how many credits Service Cloud Core includes. Add a Flex Credits pack or get the allocation in writing. |
| 12 | Sales Cloud Advanced and Service Cloud Max each include Flex Credits per org per year. Salesforce does not publish whether the two allocations add up in one org, so this quote counts only the larger, 2750000 credits. |
| 13 | Salesforce does not publish a price for Dynamic Revenue Orchestration. It is left out of the total and needs a Salesforce quote. |
| 14 | Enter a quantity for Agentforce User License. |
| 15 | Agentforce for Service (unmetered) is on the Service line, but the quote has no Service edition. |
| 16 | Knowledge Read/Write is a Service add-on and cannot go on the Sales line. |
The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.
The agent's request. Please check this quote for Brightwater Dental Group, a new customer: Pro Suite for 12 Sales users and Free Suite for 3 Service users, billed monthly. It is ready to send to the customer.
Verdict: Blocked.
The agent's request. Please check this quote for Brightwater Dental Group, a new customer: Pro Suite for 12 Sales users and Free Suite for 2 Service users, billed monthly. It is ready to send to the customer.
Verdict: Blocked.
The agent's request. Please check this quote for Brightwater Dental Group, a new customer: Pro Suite for 12 Sales users and Free Suite for 2 Service users, billed annually. It is ready to send to the customer.
Verdict: Allowed.
The agent's request. Please check this quote for Lakeshore HVAC Services, a new customer billed annually: Service Cloud Core for 30 Service users, 60 Field Service Technician licenses, 10 Field Service Contractor licenses, 40 Knowledge Read/Write licenses. It is ready to send to the customer.
Verdict: Blocked.
The agent's request. Please check this quote for Lakeshore HVAC Services, a new customer billed annually: Service Cloud Core for 30 Service users, 60 Field Service Technician licenses, 10 Field Service Contractor licenses, 30 Knowledge Read/Write licenses. It is ready to send to the customer.
Verdict: Blocked.
The agent's request. Please check this quote for Lakeshore HVAC Services, a new customer billed annually: Service Cloud Core for 30 Service users, 60 Field Service Technician licenses, 10 Field Service Contractor licenses, 30 Knowledge Read/Write licenses and 10 Field Service Dispatcher licenses. It is ready to send to the customer.
Verdict: Allowed.
The text of the narrated walkthrough, step by step.