Discovery workshops, solution kits and success criteria

What the exam expects

• Plan a requirements workshop: decide who defines the requirements for a use case that crosses B2C Commerce, Agentforce Service and Marketing Cloud Engagement, and who builds it.
• Choose the discovery artifact for the audience: a business capability map, the Retail Operations Canvas or a value maturity assessment.
• Use a Salesforce solution kit as a planning and design input, and add the checks it recommends to the plan before implementation.
• Recommend a phased plan: proof of concept, prioritized use cases with confirmed success criteria, and an end-state architecture with options.
• Document requirement risks surfaced in discovery (inventory forecasting, required fields, API and storage growth, feed timing) and set the agenda for a technical design workshop.

Key terms: solution kit (reference material for one cross-product use case); business capability map (drivers, capabilities and product positioning); Retail Operations Canvas (a visual of a retailer's operational steps); value maturity assessment (a workshop rating readiness to realize value); success metrics (quantifiable measures of progress).

Key facts

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