In Salesforce Revenue Cloud implementations, especially during User Acceptance Testing (UAT), it is common to encounter discrepancies in expectations versus system behavior. When stakeholders disagree on the nature of a critical issue — whether it is a defect, scope change, or training gap — the correct course of action is to collaboratively review the issue against the signed-off business requirements.
Per the Salesforce Implementation Best Practices, a triage meeting or working session involving the tester, developer, business stakeholder, and project manager should be conducted to:
Review the documented business requirements and use cases
Evaluate whether the issue represents a missed requirement, a misunderstanding, or a training need
Reach consensus on how to classify and resolve the issue
Option A reflects this structured and collaborative approach.
Option B is premature escalation without due diligence and can lead to bypassing quality assurance.
Option C assumes the issue is a bug and skips the critical validation and stakeholder agreement process, risking scope deviation or misalignment.
Exact Extracts from Salesforce Revenue Cloud Documents:
Salesforce Partner Implementation Guide – “Managing UAT and Defect Triage”:“Conduct issue triage sessions with key stakeholders to determine if findings are bugs, enhancements, or training gaps. Always align resolution path with documented requirements.”
Revenue Cloud Delivery Framework – “Final UAT and Go-Live Readiness”:“Do not assume issue type. Instead, validate all critical issues with documentation and team consensus.”
[References:, Salesforce Partner Implementation Guide, Revenue Cloud Delivery Framework, Salesforce Project Governance and UAT Checklist, , , , ]
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