The valid Master Data entities for a B2B scenario in SAP Sales Cloud Version 2 are Account and Individual Customer. An Account represents a company or organization that your company has a business relationship with. An Individual Customer represents a single person who is a customer of your company. These entities are crucial for managing customer relationships and sales processes in a B2B scenario. 

 A Playbook is a set of best practices that guide sales representatives through the sales process. A Playbook consists of Actions and Activities that are triggered by certain conditions, such as sales phase, lead source, or product category. Actions are tasks that sales representatives must perform, such as updating a field, sending an email, or creating a quote. Activities are events that sales representatives can schedule, such as calls, meetings, or demos.

To require the sales representatives to update the Revenue End Date when Opportunities are in the “Close” sales phase, the best approach is to configure a Playbook with a mandatory Action to update the field. This way, the sales representatives will see a notification on the Opportunity header that reminds them to complete the Action before they can change the sales phase. The Action will also appear in the Playbook pane, where the sales representatives can mark it as done after updating the field.

References = Playbooks, Configuring Playbooks, Viewing and Completing Playbook Actions and Activities

 According to the SAP Sales Cloud Version 2 Solution Guide1, surveys are used to collect feedback from customers or prospects on various topics, such as product satisfaction, service quality, or marketing campaigns. Surveys can be created and assigned to different categories, which help to organize and filter them. The default survey categories that are pre-delivered with the SAP Sales Cloud Version 2 tenant are Checklist and Call Script1. These categories are suitable for the sales team to use in a new call list, as they allow them to follow a predefined set of questions or actions during a phone call with a customer or prospect. Checklist surveys can be used to verify certain information or requirements, while call script surveys can be used to guide the conversation and capture the responses2. Promotion and Sentiment Score are not default survey categories, but they can be created as custom categories if needed1. References = 1 Solution Guide for SAP Sales Cloud | SAP Help Portal 2 Creating Surveys - SAP Sales Cloud Version 2 - openSAP Microlearning

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 A Source is a field that indicates where a Lead came from, such as a website, an event, or a referral. You can create custom Sources to track Leads from different channels, such as social media. To create a new Source, you need to access the Business Configuration work center, select the Implementation Projects view, and open the Fine-Tune activity list. Then, you need to find and open the Leads activity, and click on Maintain Sources. Here, you can add a new Source with a name and a description, such as “Social Media”. You can also assign a Source Category to group similar Sources together. After saving your changes, you can use the new Source when creating or editing Leads in the system. You can also use the Source field as a filter or a report parameter to analyze the performance of your Leads from different Sources. References = SAP Service Cloud Version 2 | SAP Help Portal, Creating a Lead in SAP Sales Cloud