Salesforce Certified Revenue Cloud Consultant Accredited Professional Practice Test - Questions Answers, Page 4
List of questions
Question 31
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what are 3 risks when using too many cross-object formula fields in a revenue cloudproject?
Explanation:
Cross-object formula fields are useful for accessing data from related objects, but they also have some drawbacks and risks, especially when used excessively in a revenue cloud project. Some of the risks are:
They can easily exceed limits if not carefully designed and tested.Cross-object formula fields count against the total number of fields allowed per object, and they also consume more resources than regular fields. If the formula is too complex or references too many objects, it can cause performance issues, errors, or failures. For example, a formula can only reference up to 10 unique relationships, and a record can only trigger up to 16 levels of cross-object formula updates.12
Formula field data is not always available during CPQ quote calculation.CPQ quote calculation is a process that evaluates the pricing, discounts, taxes, and other factors of a quote. During this process, some cross-object formula fields may not have the latest data or may not be accessible at all, depending on the order of execution and the timing of the updates. This can lead to inaccurate or inconsistent results, or even prevent the quote from being calculated.3
They are computationally expensive.Cross-object formula fields require more processing power and time than regular fields, as they need to query and calculate data from multiple objects and relationships. This can affect the overall performance and responsiveness of the revenue cloud project, especially when there are many cross-object formula fields involved. Additionally, cross-object formula fields can trigger cascading updates and validations, which can further increase the computational load and complexity.4
1:What Is a Cross-Object Formula? - Salesforce
2:Formula Operators and Functions - Salesforce
3:Salesforce Real Dumps Practice Exam Questions by Dumpswarp
4:Create Cross-Object Formulas Unit | Salesforce Trailhead
Question 32
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Which usage summary field can be used as an external IDto simplify usage uploads afteramendments?
Explanation:
The matching ID field is used to link usage records to usage summaries based on a common identifier. This field is especially useful when there are amendments to the order products, as it allows usage records to be uploaded to the correct usage summary without having to change the order product ID or the usage summary ID. The matching ID field can be used as an external ID to simplify usage uploads after amendments, as it can be populated by a workflow rule or a formula based on certain criteria.12Reference:
Usage Summary and Usage Fields - Salesforce
Differences between the 'External ID' field and the 'Unique ID' field setting - Salesforce
Question 33
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A revenue cloud consultant surveys a customer'ssales cloud implementation anddiscovers multiple triggers, work flows and flow process applied to the opportunity object.
What is the most appropriate recommendation tothe customer before designing arevenue cloud solution?
Explanation:
In the context of a Salesforce Revenue Cloud implementation, encountering multiple triggers, workflows, and flow processes applied to the Opportunity object can lead to complexity and performance issues. The best practice in such scenarios is to consolidate automation into a single type (trigger, process builder, or flow) for optimal performance and maintainability. This approach simplifies the automation architecture, making it easier to manage, debug, and enhance over time. It also reduces the risk of conflicts between different automations and minimizes the processing time, thereby enhancing the system's overall performance and reliability.
Question 34
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During Scoping the customer indicated that they neededcustomization to salesforce CPQDue to a process in a legacy system what is the first stepin ensuring the requirement isAccounted for in Scoping?
Explanation:
When a customer indicates the need for customization to Salesforce CPQ due to a process in a legacy system, the first step in ensuring the requirement is accounted for in scoping is to ask follow-up questions to ensure the legacy process has a business justification. This is important because it helps to understand the business needs and requirements better, and ensures that the customization will add value to the business. It's crucial to understand the 'why' behind the need for customization before proceeding with it. This approach helps in avoiding unnecessary customizations and ensures that the solution aligns with the business objectives.Reference:Salesforce Introduces Revenue Cloud,Starting with CPQ: 8 Most Common Reasons for Customization
Question 35
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Which threedata migration strategies are appropriate for migrating a customer's in-flightquote from another quoting tool into salesforce CPQ?
Question 36
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What are the 3 reasons why you would need an appexchange solution to supportgenerating a document is support of a revenue cloud project?
Explanation:
Salesforce AppExchange offers a variety of solutions that can enhance the functionality of Salesforce Revenue Cloud. Here are the reasons why you would need an AppExchange solution to support generating a document in support of a Revenue Cloud project:
Watermarks (A): Watermarks can be used to mark documents as confidential or to denote the status of the document (draft, approved, etc.). AppExchange solutions can provide this functionality, which is not available out-of-the-box in Salesforce.
Electronic Signature : Electronic signatures are often required for contracts and other legal documents. AppExchange solutions like DocuSign can integrate with Salesforce to provide this functionality.
Contract Redlining (D): Contract redlining allows for tracking changes and comments during the contract negotiation process. This is a specialized functionality that can be provided by AppExchange solutions.
Reference
10 Benefits of Using Salesforce AppExchange Apps - Cloud Analogy
Revenue Cloud Collection Page - Salesforce
Extending Customer 360 with Salesforce AppExchange
What Is Salesforce AppExchange and How Can I Use It?
Question 37
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A revenue cloud consultant determines that price rules will not address additionalcalculation steps to accurately set the quote line list price needed for a project. What isthe next functionality that should be investigated that will address the requirements?
Explanation:
In Salesforce Revenue Cloud, if price rules are not sufficient to accurately set the quote line list price for a project, the next functionality to consider would be a Quote Calculator Plugin (QCP)1.A QCP is a JavaScript snippet that you can use to perform complex calculations and manipulations on quote lines1.It provides a way to customize the calculation sequence that happens when a quote is calculated1.This can be particularly useful when there are additional calculation steps needed that are not addressed by standard price rules1.Reference
Salesforce Exam Revenue-Cloud-Consultant-Accredited-Professional Questions and Answers - Update Feb 2024
Question 38
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A revenue cloud user story for a subscription-based company looking to replace theirlegacy system states ''as a pricing manager,bulk discounts will include previouslypurchased quantities for pricing calculations on thequote in order to reward loyal customers. What should be included in the design of this solution?
Explanation:
Salesforce Revenue Cloud, part of the Salesforce Customer 360 Platform, unites Configure, Price, and Quote (CPQ), Billing, Partner Relationship Management, and B2B Commerce functionality1.It aims to help businesses better manage their revenue streams, enhance forecasting capabilities, improve efficiencies, and accelerate growth across all sales channels1.
In the context of the user story, the company wants to reward loyal customers by including previously purchased quantities in pricing calculations on the quote.This can be achieved by using discount schedules with cross orders checked2.
Discount schedules in Salesforce Revenue Cloud allow businesses to implement dynamic pricing strategies with rules that trigger changes when specified products are on a quote2.By checking cross orders, the system can consider the quantities of a product that a customer has purchased across multiple orders when applying bulk discounts2.This way, the more a customer purchases over time, the greater the discounts they can receive, thereby rewarding their loyalty2.
Reference
Salesforce Revenue Cloud
Understanding Salesforce Revenue Cloud
Question 39
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Universal Containers is implementing Revenue Cloud for a business unit that already uses a legacy CPQ system, what consideration should be taken as the implementation partner?
Explanation:
When implementing Salesforce Revenue Cloud for a business unit that already uses a legacy CPQ system, the following considerations should be taken:
AMap legacy CPQ system capabilities to ensure there is no loss of logic from the older system: It's important to understand the capabilities of the legacy CPQ system and map these to the new system to ensure that there is no loss of functionality or business logic12.
B .Transform the customer's business processes, capture new requirements for the new Revenue Cloud technology: Implementing a new system like Revenue Cloud often requires a transformation of existing business processes.It's crucial to capture new requirements that align with the capabilities of Revenue Cloud13.
D .Customize Revenue Cloud's user interface so the customer experiences no major interruption to the new system: To ensure a smooth transition, it can be beneficial to customize the user interface of Revenue Cloud to match the look and feel of the legacy system.This can help minimize disruption for end users14.
Reference
Salesforce Introduces Revenue Cloud to Help Businesses Accelerate Revenue Growth Across Any Channel - Salesforce Sales
Salesforce Revenue Cloud: A Guide | BillingPlatform
CRM Implementation Considerations- Salesforce
The Ultimate Guide to Salesforce CRM and CPQ Integration
Oracle CPQ Cloud and Salesforce.com Integration
Question 40
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Which feature is needed to split Order Products into different Invoice runs?
Explanation:
In Salesforce Revenue Cloud, the feature needed to split Order Products into different Invoice runs is the Invoice Group. The Invoice Group field on the order product is used to define more levels of grouping. After the invoice run groups order products by their billing account and payment terms, it then considers the order's invoice grouping.This process is useful for invoicing certain types of order products separately from your other order products1.
Grouping Order Products into Invoices - Salesforce
To split Order Products into different Invoice runs, the feature needed is 'Invoice Group.' Salesforce Billing allows for the customization of invoice groups, enabling the billing of order products that meet specific criteria separately. This functionality is particularly useful for separating invoices with different billing or payment terms and for consolidating several order products into a single invoice when needed. By defining an Invoice Group ID, users can control the invoicing process for order products more granularly, ensuring that invoicing aligns with business requirements.
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