Predictika · Salesforce Sales, Service and Revenue Cloud quotes
An AI sales agent prepares a quote for Salesforce's own products: Sales, Service and Revenue Cloud editions, users, add-ons, billing and discounts. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of those rules, compares the total the quote states with the computed one, and returns every finding together with the line-item quote. This is an illustrative model built from Salesforce's public product information with fictional prices; it is not Salesforce's internal rule set.
This validator models one product line: Salesforce's own Sales Cloud, Service Cloud and Revenue Cloud quotes. It handles any quote involving these editions, users and add-ons, not only the scenarios shown on this page.
7 scenarios in 4 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 | Typical rules-based CPQ | Predictika |
|---|---|---|
| Edition closed to new customers but open to renewals | Only with care A product rule keyed on customer type and a date. Renewals usually bypass the quote path, so the rule is easy to leave off the one path that needs it. | The customer type travels with the quote; the same edition blocks for a new customer and passes for an existing one. |
| Revenue Cloud users against qualifying licenses on other lines | Only with workarounds The check adds users across two different product lines and compares the sum with a third. It takes roll-up fields and validation rules, and each new edition has to be added to the qualifying list. | The count of qualifying users is computed from the editions on the quote, and both the missing-base and too-many-users cases come back together. |
| Add-ons already included in an edition, or not sold on one | Only with care One rule per bundle and per edition, kept in step with each price book change. A missed pair means the customer pays twice. | Which edition includes or excludes which add-on is data in the model, and every add-on is checked on every call. |
| Add-on licenses above the users on the line, technicians without a dispatcher | Only with care Validation rules on each add-on line, which have to read quantities from other lines. | Quantities are compared with the users on the matching line, and the dispatcher requirement is checked with the rest. |
| A stated total that does not match the computed price | Only with workarounds A validation rule can compare a stated total with a calculated field only if the stated total is a field on the quote, which it rarely is. | The stated total travels with the quote and is compared with the computed one on every call. |
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 | Block: A Revenue Cloud add-on is on the quote but the quote has no Revenue Cloud edition. |
| 2 | Block: A Sales add-on is on the quote but the quote has no Sales edition. |
| 3 | Block: A Service add-on is on the quote but the quote has no Service edition. |
| 4 | Block: A discount of 35 percent is above the 30 percent limit that no agent can exceed. |
| 5 | Block: Agentforce User License has 25 licenses but the Service line has only 10 users. |
| 6 | Block: Agentforce User License is not sold on Pro Suite; it needs a higher edition. |
| 7 | Block: Agentforce for Sales has 5 licenses but the Sales line has only 0 users. |
| 8 | Block: Agentforce for Sales is already included in Sales Cloud Max; remove the line or the customer pays twice. |
| 9 | Block: Contract Lifecycle Management is already included in Revenue Cloud Advanced; remove the line or the customer pays twice. |
| 10 | Block: Dynamic Revenue Orchestration is not sold on Revenue Cloud Growth; it needs a higher edition. |
| 11 | Block: Enhanced Messaging has 12 licenses but the Service line has only 0 users. |
| 12 | Block: Field Service Dispatcher has 12 licenses but the Service line has only 10 users. |
| 13 | Block: Field Service Technician (40 licenses) requires a Field Service Dispatcher on the same quote. |
| 14 | Block: Free Suite allows at most 2 users; the Sales line has 3. |
| 15 | Block: Free Suite allows at most 2 users; the Service line has 3. |
| 16 | Block: Knowledge Read/Write has 40 licenses but the Service line has only 30 users. |
| 17 | Block: Premier Success is already included in Sales Cloud Core; remove the line or the customer pays twice. |
| 18 | Block: Premier Success is already included in Service Cloud Max; remove the line or the customer pays twice. |
| 19 | Block: Pro Suite on the Sales line is billed annually only; monthly billing is offered on the Free and Starter Suites. |
| 20 | Block: Pro Suite on the Service line is billed annually only; monthly billing is offered on the Free and Starter Suites. |
| 21 | Block: Revenue Cloud Advanced has 40 users, but only 25 users on the quote hold a qualifying Core-level or above Sales or Service license; each Revenue Cloud user needs one. |
| 22 | Block: Revenue Cloud Growth is billed annually only; monthly billing is not offered on Revenue Cloud. |
| 23 | Block: Revenue Cloud Growth requires a Sales or Service license at Core level or above on the same quote; this quote has none. |
| 24 | Block: Sales Cloud Unlimited (legacy) is closed to new customers; quote Sales Cloud Core, Advanced or Max instead. |
| 25 | Block: Stated total does not match: the agent stated $180,000.00; the validator computes $165,600.00. |
| 26 | Block: Tableau Next for Sales has 5 licenses but the Sales line has only 0 users. |
| 27 | Block: Tableau Next for Sales is already included in Sales Cloud Core; remove the line or the customer pays twice. |
| 28 | Approval: A discount of 18 percent is above the 15 percent an agent may give alone. |
| 29 | Approval: The quote comes to $792,000.00, above the $500,000.00 an agent may send without deal desk review. |
| 30 | Warning: Premier Success is bundled with Sales Cloud Advanced on the Sales line, but Salesforce does not publish whether one bundled plan covers the Service line; confirm coverage or add Premier Success. |
| 31 | Warning: Premier Success is bundled with Sales Cloud Core on the Sales line, but Salesforce does not publish whether one bundled plan covers the Service line; confirm coverage or add Premier Success. |
| 32 | Warning: Premier Success is bundled with Sales Cloud Max on the Sales line, but Salesforce does not publish whether one bundled plan covers the Service line; confirm coverage or add Premier Success. |
| 33 | Warning: Premier Success is bundled with Sales Cloud Unlimited (legacy) on the Sales line, but Salesforce does not publish whether one bundled plan covers the Service line; confirm coverage or add Premier Success. |
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 quote Sales Cloud Unlimited for 60 users and Service Cloud Core for 40 users for Brightwater Foods, a new customer, on annual billing with a 5 percent discount. The quote states a total of $328,320.00. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote Sales Cloud Advanced for 60 users and Service Cloud Core for 40 users for Brightwater Foods, a new customer, on annual billing with a 5 percent discount. The quote states a total of $359,100.00. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote Pro Suite for 50 sales users, Revenue Cloud Growth for 40 users and Dynamic Revenue Orchestration for 40 users for Larkspur Health, a new customer, on annual billing with an 8 percent discount. The quote states a total of $180,000.00. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote Sales Cloud Core for 50 users and Revenue Cloud Growth for 40 users for Larkspur Health, a new customer, on annual billing with an 18 percent discount. The quote states a total of $154,980.00. It is ready to send.
Verdict: Needs approval.
The agent's request. Please quote Sales Cloud Max for 20 users with Agentforce for Sales for 20 users, and Service Cloud Core for 30 users with 40 Field Service Technician licenses and 40 Knowledge Read/Write licenses, for Tallgrass Logistics, a new customer, on annual billing with a 5 percent discount. The quote states a total of $293,190.00. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote Sales Cloud Max for 20 users, and Service Cloud Core for 30 users with 40 Field Service Technician licenses, 4 Field Service Dispatcher licenses and 30 Knowledge Read/Write licenses, for Tallgrass Logistics, a new customer, on annual billing with a 5 percent discount. The quote states a total of $303,240.00. It is ready to send.
Verdict: Allowed.
The agent's request. Please renew Sales Cloud Unlimited for 120 users and add Service Cloud Max for 60 users for Harborview Insurance, an existing customer, on annual billing with a 12 percent discount. The quote states a total of $792,000.00. It is ready to send.
Verdict: Needs approval.
The text of the narrated walkthrough, step by step.