Universal Containers has three product families - Hardware, Software and Services. Their Sales Reps want to be able to view the net totals of various product families at the quote level. In order to support this, the CPQ admin has created three price rules that use summary variables to add the net total for quote lines that belong to a particular product family and intend to populate the sums to custom fields on the quote record. From a performance standpoint, which of the following is true?

It would be better to use a single price rule with three price actions

The current solution with three separate price rules is the most optimal solution

It would be better to create separate quotes for each of the product families

It would be better to create separate quote line groups for each of the product families and then use quote line group auto-summary functionality

It would be better to use a single price rule with three price actions

Universal Containers is beginning the process of SKU rationalization as part of their Revenue Cloud project. They have been advised that rationalizing their product catalog will reduce complexity and increase flexibility. Which three areas can they look to consolidate products?

Same product names with different attribute values

Same product names commonly found in the same bundle

Same product names with different Term length

Same products with different serial numbers

Same product names with different attribute values

Same product names with different bulk discount levels

Same product names commonly found in the same bundle

Same product names with different Term length

A Revenue Cloud Consultant determines that price rules will not address additional calculation steps to accurately set the quote line list price needed for a project. What is the next functionality that should be investigated that will address the requirements?

Use a Record Change Flow to trigger on the Quote Line.

Use an Apex Trigger on the Quote Line

You are implementing the Design Document for a large Enterprise Revenue Cloudprojecthaving multiple lookup price rules supporting a complex pricing requirement in the Buildphase. During construction the customer discovers additional logic and external datastores that need to be incorporated in order to achieve the correct pricing in a particular setof use cases. You estimate the lookup price rules will need to be modified, additional ruleswill need to be created and API development will beneeded. As an Implementationconsultant what is the appropriate course of action that should take in this predicament?

Communicate these changes to the project manager who will evaluate the impact toscope, timeline and budget them determine the next course of action

Communication to the customer ongoing adjustment can be made as long as we're inthe build phase.

Implement the lookup price rules immediately then review with the solution Architect.

Communicate these changes to the project manager who will evaluate the impact toscope, timeline and budget them determine the next course of action

Consult with the solution Architect first who will expedite the updates to the designdocuments, then implement the changes immediately.

Gather more details, if it requires a low level of effort then implement immediatelybefore starting the next sprint, Otherwise Complete on the subsequent sprint.

Universal Containers has recently implemented and released CPQ to users in their production environment. After an extensive testing Cycle in a sandboxed environment.One of the automations implemented was to set every new quote created as 'primary' at the time of creation in order to save clicks. Users immediately began to report errors when trying to create quotes in the production environment for the first time. What could have caused this issue?

The User did not have the proper access to the Quote Object.

The User did not execute post-installation scripts upon their first login to CPQ.

The User did not have the proper access to the Opportunity Product object.

The User did not have the proper access to the Quote Line object.

The User did not have the proper access to the Quote Object.

How can a Revenue Cloud Consultant create a new payment Method for a credit card thatwill be saved for future Payments?

From the Account, Payment Method related list, then click the new Payment MethodCredit Card button.

Enter the credit card details into a new payment Method record Click the Tokenizebutton

From the Payment credit cards related list, click the new credit card button.

Enter the credit card details into a new payment method record. salesforce users should use platform encryption for PCI Compliance.

From the Account, Payment Method related list, then click the new Payment MethodCredit Card button.

A user story for a Revenue Cloud implementation states. As an Accounts ReceivableManager, I want to automatically generate invoices in draft status the same day of everymonth''. what implementation option should a revenue cloud consultant pursue first?

Triggers and apex to check the bill now checkbox after the order status is changed to''Activated''.

Workflow rule to check the bill now checkbox after the order status is changed to''Activated''.

A Revenue Cloud customer has posted an invoice andnow wants to add on more itemsfrom another order associated to that account. Without using invoice batches, howcan thisbe accomplished?

Cancel and Rebill the invoice, add the new Order and run an invoice scheduler to pickall the order up.

Credit the invoice, add the new order and run an invoice scheduler to pick all theorders up.

use bill now on the new order and reparent the new invoice lines to the existing invoice

Cancel and Rebill the invoice, add the new Order and run an invoice scheduler to pickall the order up.

Use bill now on the new Order and consolidate the invoices.

A Revenue Cloud Consultant Surveys a customer'sSales Cloud implementation anddiscovers Multiple triggers, Workflow and flow Processes applied to the Opportunityobject. what is the most appropriate recommendation tothe customer before designing aRevenue Cloud Solution?

Recommend using a single automation type for best Performance.

Recommend to enable the CPQ Package Setting for ''Large Quote Threshold'' to anappropriate value in order to prevent future performance issues.

Recommend continued use of multiple automation types where Revenue Cloudcapabilities cannot address the business requirements

Recommend the current automations are appropriate, optimize further if necessary.

What are three risks when using too many cross object formula fields in aRevenue Cloud Project?

Formula field data is not always availableduring CPQ quote calculation

They are computationally Expensive.

They can easily exceed limits if not carefully designed and tested

Formula field data is not always availableduring CPQ quote calculation

Formula fields have unlimited access to object manyrelationships away which makesit vulnerable to data changes.

They are computationally Expensive.

They can easily exceed limits if not carefully designed and tested

Formula Fields are editable, after the calculation completes the sales user or processautomation can overwrite its value

Which corrective action should an admin take after noticing an error on a posted invoice?

Cancel and rebill, correct the order, create and post a new invoice.

Change the status from Posted to draft on the invoice, correct the invoicing error and repost it

Delete the invoice record, correct the order, create and Post a new invoice

credit the invoice, correct the order, create and post a new invoice

A Revenue Cloud Consultant learns salesforce is deploying a new release during thecourse of the implementation. which two should be taken to make sure theimplementation is tested against the new release before it deploys to production?

Review status.salesforce.com to determine refresh cutoff for the new release

Determine whether your sandbox is on a preview or non preview instance.

Review status.salesforce.com to determine refresh cutoff for the new release

The platform ensures that all sandboxes are upgraded at the same time so wait for theupdate.

Determine whether your sandbox is on a preview or non preview instance.

Submit a ticket to support when you want your sandbox Updated.

A Revenue Cloud Project has a requirement where a Product can be either taxable or taxexempt depending on a custom field that holds the industry. what is the appropriatesolution to address this Requirement?

Use Automation to set Tax Treatment Based on the value of the custom field.

Use Automation to set Billing Rule Based on the value of the custom field.

Use Automation to set Tax Rule Based on the value of the custom field.

Use Automation to set Revenue Recognition Rule Based on the value of the customField.

What is the most Scalable way to set the legal Entityon the Order Product and OrderProduct Consumption Schedule?

Use a Flow that is triggered when the record is created and run before the record issaved.

Use a Quote Calculator Plugin(QCP)

Use a Flow that is triggered when the record is created and run before the record issaved.

What are three fundamental principles when scoping a Revenue CloudProject?

Alignment with customer on cpq and billing Terminology

Lead with Business Requirements and Process

Think Transformation before Customization

Alignment with customer on cpq and billing Terminology

Add new technology to the existing Process

Lead with Business Requirements and Process

Think Transformation before Customization

Interview Customer first before Knowledge Sharing with the sales team.

What are three key characteristics of an implementation partner leading arevenuecloud scoping session?

Experience in a selling role with quota responsibilities

Understanding design pitfalls and Mitigation actions to course correct

Excellent Communication Skills both verbal and written

Being effective at planning,monitoring and reviewing

Having deep knowledge of competitor Products

Experience in a selling role with quota responsibilities

Understanding design pitfalls and Mitigation actions to course correct

A Revenue Cloud Customer has posted a cash payment that was created on Account A by mistake. What are the steps to apply this to the correct invoice on Account B?

Unallocate the Payment if allocated,create a refund and then create a new payment forAccount B

Unallocate the payment if allocated and reparent the payment to Account B

Allocate the Payment to an invoice on Account B.

Set the payment status to cancelled and create a new payment on Account B.

What Planning Strategies Should be taken to Make User AcceptanceTesting(UAT) efficient?(Choose 3 options)

Define and agree on acceptance criteria with customer

Train UAT testers on the new functionality

Finalize test plans before the build Phase completes

Execute all tests on behalf of the customer

Define and agree on acceptance criteria with customer

Issue change orders for all incidents that arise during testing

Train UAT testers on the new functionality

Finalize test plans before the build Phase completes

Universal Containers is reporting a platform governor limit issue while saving a quotewith a large number of quote line items.What should the Revenue cloud consultantrecommend to address the issue?

Enable the CPQ package setting for ''Large Quote Threshold'' to a value which is lessthan the number of lines which triggered the error during testing.

Enable the CPQ package setting for ''quote batch size'' to a value which is less than thenumber based on the volume testing to avoid platform gov.limits

Enable the CPQ Package setting for ''Large Quote Experience''

Enable the CPQ package setting for ''Large Quote Threshold'' to a value which is lessthan the number based on the volume testing to avoid platform gov.limits

Enable the CPQ package setting for ''Large Quote Threshold'' to a value which is lessthan the number of lines which triggered the error during testing.

Universal Containers wants to design a multi-leveled approval matrix to have more control on sales reps applying discounts on quotes.Which three considerations should UCKeep in mind when designing their Solution?

Identify backup approvers in case the primary approver is out of the office.

Define the discount threshold or limit allowed for the sales reps

Document the discount approval levels for each approver.

Identify backup approvers in case the primary approver is out of the office.

Print out the approval matrix into cards that the sales reps can carry around.

Give sales reps flexibility to apply any discount.

Define the discount threshold or limit allowed for the sales reps

Document the discount approval levels for each approver.

Which three are key steps when documenting user stories?

Know which business process the requirement supports to categorize the user story

Identity the actor or personas in this user story

Identify the acceptance criteria or result for satisfying the user story.

Know which business process the requirement supports to categorize the user story

Identity the actor or personas in this user story

Design the solution while the business process is being defined

Document user acceptance test scripts for the user story.

Identify the acceptance criteria or result for satisfying the user story.

Which three documents help a revenue cloud consultant better understand the client'sRevenue Cloud Project requirements before speakingfor the first time in a scopingsession?

A sample proposal the client provides to their customers

Brochures that provided detail to the products and services the client offers

An approval matrix documentation that describe the approvals needed before a quote issent to the customer

A sample proposal the client provides to their customers

Brochures that provided detail to the products and services the client offers

The latest release notes found at help salesforce.com>salesforce CPQ patch notes

An approval matrix documentation that describe the approvals needed before a quote issent to the customer

The clients income statements and balance sheet.

A Revenue Cloud user story for a Subscription-based Company Looking to replace their legacy system states ''As a pricing Manager, bulk discounts will include previously purchased quantities for pricing calculations on the quote in order to reward loyal customers''what should be included in the design of this solution?. (Choose 2 options)

Contracts,Subscriptions and Assets should be populated with historical data.

Discount schedules with Cross Orders checked.

Custom Action to retrieve Purchased quantities from an external source

Contracts,Subscriptions and Assets should be populated with historical data.

Use a summary variable targeting the subscription object with a Price Rule.

Legacy Orders and invoices should be migrated

Discount schedules with Cross Orders checked.

One of the automations implemented was to set every new quote created as ''primary ''atthe time of creation in order to save clicks.users immediately began to report errors whentrying to create in the production environment for the first time.what could have causedthis issue?

the user did not have the proper access to the quote object

the user did not have the proper access to the opportunity product object

the user did not execute post installation scripts upon their first login to CPQ

the User did not have the proper access to the quote line object

the user did not have the proper access to the quote object

what are 3 risks when using too many cross-object formula fields in a revenue cloudproject?

They can easily exceed limits if not carefully designed and tested

Formulas field data is not always available during CPQ quote calculation

They are computationally expensive

Formula fields have unlimited access to objects many relationships away which makes itvulnerable to data changes

Formula field are editable after thecalculation completes the Sales user or processautomation can overwrite its value

They can easily exceed limits if not carefully designed and tested

Formulas field data is not always available during CPQ quote calculation

They are computationally expensive

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?

Recommend using a single automation type for best performance

Recommend the current automations are appropriate,optimize further if necessary.

Recommend using a single automation type for best performance

Recommendcontinued use of multiple automation types where revenue cloud capabilities cannotaddress the business requirement.

Recommend to enable the CPQ Package setting for ''Large Quote Threshold ''to anappropriate value in order to prevent future performance.

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?

Ask follow up questions to ensure legacy process has business justification

scope additional project hours for customization

scope in developer resource for customization

Make it optional Scope with possible change order during the project

Which threedata migration strategies are appropriate for migrating a customer's in-flightquote from another quoting tool into salesforce CPQ?

Migrate Opportunity and Opportunity Line Item data via Data Loader, ensure 'Disable Initial Quote Sync' is disabled

Migrate Opportunity, Quote, and Quote Line data via Data Loader

Utilize the Import Lines feature to migrate Quote and Quote Line data

Migrate Opportunity and Opportunity Line Item data via Data Loader, ensure 'Disable Initial Quote Sync' is disabled

Migrate Contract and Subscription data via Data Loader

Adopt a change management strategy that requires sales users recreate in-flightquotes within Salesforce CPQ

Migrate Opportunity, Quote, and Quote Line data via Data Loader

Utilize the Import Lines feature to migrate Quote and Quote Line data

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?

Use a Record Change Flow to trigger on the Quote Line.

Use an Apex Trigger on the Quote Line

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?

Contracts, subscriptions and assets should be populated with historical data

Discount schedules withcross orders checked

Contracts, subscriptions and assets should be populated with historical data

customaction to retrieve purchased quantities from an external source

Discount schedules withcross orders checked

use a summary variable targeting the subscription object with a price rule

Legacy orders and invoice should be migrated

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?

Keep the legacy CPQ system and build to the gaps in Revenue Cloud so the customer can use both systems to satisfy requirements

Map legacy CPQ system capabilities to ensure there is no loss of logic from the older system

Transform the customer's business processes, capture new requirements for the newRevenue cloud, technology

Keep the legacy CPQ system and build to the gaps in Revenue Cloud so the customer can use both systems to satisfy requirements

Customize Revenue Cloud's user interface so the customer experiences no major interruption to the new system

Salesforce Certified Revenue Cloud Consultant Accredited Professional Practice Test 1

Which Revenue Cloud Feature can` be customized to provide an aggregated view of thecurrent goods and services on a contract?

A.

Amendments

B.

Orders

C.

Subscriptions

D.

Renewals

E.

Customer Asset LifeCycle Management(CALM)

Salesforce Certified Revenue Cloud Consultant Accredited Professional Practice Test 1

Question

Salesforce Certified Revenue Cloud Consultant Accredited Professional Practice Tests

Practice Tests