Pardisio Merchant Readiness Scorecard

Self-assessment ~15 minutes

Pardisio Merchant Readiness Scorecard

Self-assessment for Salesforce Commerce Foundations and Agentic Readiness. Complete this scorecard to determine your recommended starting point with Pardisio.

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Import

Scorecard Details

Basic information about the merchant and the person completing the assessment.

Merchant / Company Name

Completed By

Role / Title

Date Completed

Salesforce Edition

Contact Email

This is a readiness self-assessment. It is not proof of production readiness, security certification, or commercial due diligence.

Part I · Salesforce Commerce Foundations

Describe your current commerce architecture and the role Salesforce plays today.

1Business Model and Sales Motion

What you sell, how customers buy, and which commercial motion drives revenue.

Describe your commercial model

Business model

B2C B2B Both Other

Sales motion

Self-serve Sales-assisted Quote-led Partner-led Mixed

2Salesforce Footprint and Role

How Salesforce participates in your commerce architecture today.

Describe Salesforce’s role and data flow

Salesforce role

System of record Orchestration layer CRM overlay Downstream consumer Mixed

Data written back

Full order detail Summary only Nothing Unknown

3Products and Catalog

Whether offerings are structured for machine understanding.

Describe your product catalog

Product / Price Book

Yes No Partially

Catalog location

Salesforce Third-party Both Unknown

Complexity

Simple SKUs Configurable Bundles Custom Mix

4Pricing, CPQ, and Commercial Rules

How prices are determined and whether rules support automation.

Describe pricing logic

Pricing approach

Standard price books CPQ / Revenue Cloud External engine Custom logic Manual

Automated pricing

Yes, fully Partially No Unknown

5Inventory and Availability

Source of truth for availability and reservation support.

Describe availability and reservation capability

Availability source

Salesforce Third-party Both Unknown

Update pattern

Manual Batch Near real-time Real-time

Reservation support

Yes Partially No Unknown

6Order Capture and Transaction System of Record

Where transactions are created, fulfilled, amended, and canceled.

Describe your transaction system of record

Transaction System of Record

Salesforce Commerce platform ERP / OMS Other Mixed

Salesforce order completeness

Yes, full detail Partial No Unknown

7Customer and Entitlement Context

Whether customer-specific rules support automated decisioning.

Describe customer data and offer variability

Customer data in Salesforce

Yes No Partially

Offer variability

Account-specific Segment-specific Geography-based Contract-driven Minimal

8Integrations, APIs, and Controls

Whether systems expose APIs, controls, and audit trails for automation.

Describe API exposure and approval controls

API exposure

Read-only Transactional Mixed Limited / none Unknown

How to read your results: If any Tier 1 section (1–8) is Constrained or Unclear, your Salesforce commerce foundations need work before agentic commerce is feasible. This is foundational Salesforce implementation work — not a Pardisio engagement. If all Tier 1 sections are Established or Emerging, proceed to the stage gate checklist below.

Section Status Summary

Tier 1 · 1. Business Model and Sales Motion

Tier 1 · 2. Salesforce Footprint and Role

Tier 1 · 3. Products and Catalog

Tier 1 · 4. Pricing, CPQ, and Commercial Rules

Tier 1 · 5. Inventory and Availability

Tier 1 · 6. Order Capture and Transaction System of Record

Tier 1 · 7. Customer and Entitlement Context

Tier 1 · 8. Integrations, APIs, and Controls

Tier 2 · 9. Agent Discovery

Tier 2 · 10. Offer Construction and Negotiation

Tier 2 · 11. Availability and Checkout

Tier 2 · 12. Exceptions, Post-Sale, and Trust

Stage Gate Checklist

All must pass before advancing to Tier 2.

Structured product data exists and is current Pricing logic can be determined with acceptable accuracy Availability can be verified before a commitment is made A supported workflow exists to initiate or complete the transaction Controls, approvals, and auditability are in place Post-sale exceptions can be handled within policy

Your Recommended Starting Point

Based on your section statuses above, select which tier applies.

Tier 1

Commerce Readiness & AI Audit

≈ 4 weeks

If your Tier 1 sections are:
All Established or Emerging (no Constrained or Unclear)
Foundations exist but gaps need mapping and prioritization before agent deployment.

What we do:
• Assess whether AI buyer agents can interpret your catalog, pricing, and workflows
• Identify trust policy and license changes needed
• Deliver readiness report and prioritized action plan

Tier 2

AI Seller Agent Quickstart

≈ 8–12 weeks

If your Tier 2 sections are:
Mostly Ready or Conditionally Ready
Core foundations in place. Agent-led workflows feasible under defined controls.
Requires: All stage gates passed ✓

What we do:
• Configure Agentforce for negotiation and complex decisions
• Deploy trust policies and approval workflows
• Enable AI buyer channels and test end-to-end

Tier 3

Optimization and Scale

Ongoing

If both Tier 1 and Tier 2 are:
Established / Ready across the board
Well-positioned for governed agent-led transactions. AI Seller Agents are live or ready to go live.

What we do:
• Analyze which AI channels drive the most revenue
• Tune negotiation strategies from real transaction data
• Add new AI buyer platforms as they emerge

Closing Reflection

1. Which capabilities would create the most commercial value if automated first?

2. Which constraint must be solved before a trusted agent-led workflow can go live?

3. Read-only advisory first, or transaction-capable agent with approval gates?

Submit your scorecard to Pardisio

Your full scorecard data will download as JSON. Your email client will open with a readable summary — just hit send.

✓

Thank you for completing the scorecard

Your responses have been saved in your browser. If you submitted to Pardisio, we’ll review your assessment within 48 hours and recommend a starting point tailored to your org.

Questions? Reach us at hello@pardisio.com