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WorksheetsRV AP Review
Total questions: 78
Worksheet time: 58mins
You are implementing the design document for a large enterprise Revenue Cloud project having multiple lookup Price Rules supporting a complex pricing requirement in the build phase. During construction the customer discovers additional logic and external data stores that need to be incorporated in order to achieve the correct pricing in a particular set of use cases. You estimate the lookup Price Rules will need to be modified, additional rules will need to be created and API development will be needed. As an implementation consultant what is the appropriate course of action that should take in this predicament?
Communication to the customer ongoing adjustment can be made as long as we're in the 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 to scope, timeline and budget them determine the next course of action
Consult with the solution Architect first who will expedite the updates to the design documents, then implement the changes immediately.
Gather more details, if it requires a low level of effort then implement immediately before 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 sandbox 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 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.
Universal Containers sell a Product bundle named "Corporate IT Solutions". One of the Product Options inside this bundle is named Hardware Firewall Universal Containers has a requirement where if the customer has purchased a Hardware Firewall in the past, the Hardware Firewall Product Option should be hidden while configuring the bundle. The CPQ admin has created a Product Rule to handle this requirement. What should the evaluation event of the Product Rule be set to?
Always
Save
Load and Edit
Load
How does Hold Billing work?
It prevents Invoice document generation and stops email notifications from going out to the customer.
The Hold Billing field is set to "Yes" until the Order is activated. Upon Order activation the field will be automatically set to "No".
It suspends Invoicing for that Order Product until the field is set to "No". Invoice lines will be created to Account for the time when Hold Billing was set to "Yes"
It suspends Invoicing for that Order Product until the field is set to "No". Invoice lines will be created only for Invoices after Hold Billing was set to "Yes".
Should bundles be a scoping topic of discussion as part of a CPQ project?
Yes, bundle configuration is a necessary part of CPQ and it should always be implemented.
Yes, bundle configuration should be introduced and it's up to the customer to decide whether they need it or not.
No, if the customer is not using bundle configuration currently, they won't need it in the future.
No, it is safe to assume that the customer doesn't need bundle configuration unless it's brought up specifically.
Universal Containers sell boxes based on size, price for a specific Product is based on the selection of length, width and height. Which CPQ pricing functionality should be used here?
Percent of Total
Multi Dimensional Quoting
Discount Schedule
Price Rule with Lookup Table
How can a Revenue Cloud Consultant create a new payment method for a credit card that will be saved for future payments?
Enter the credit card details into a New Payment Method record click the Tokenize button.
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 Method Credit Card button.
A user story for a Revenue Cloud implementation states "as an Accounts Receivable Manager, I want to automatically generate Invoices in draft status the same day of every month". What implementation option should a Revenue Cloud consultant pursue first?
Set up an Invoice Scheduler
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".
Set up a Payment Scheduler
A Revenue Cloud customer has posted an Invoice and now wants to add on more items from another Order associated to that Account. Without using Invoice Batches, how can this be accomplished?
Credit the Invoice, add the new Order and run an Invoice Scheduler to pick all the orders 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 pick all the Order up.
Use Bill Now on the new Order and consolidate the Invoices.
A Revenue Cloud consultant surveys a customer's Sales Cloud implementation and discovers multiple Triggers, Workflow and Flow processes applied to the Opportunity object. what is the most appropriate recommendation to the customer before designing a Revenue Cloud solution?
Recommend using a single automation type for best performance
Recommend to enable the CPQ package setting for "Large Quote Threshold" to an appropriate value in order to prevent future performance issues
Recommend continued use of multiple automation types where Revenue Cloud capabilities 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 a Revenue Cloud project?
Formula field data is not always available during CPQ Quote calculation
Formula fields have unlimited access to object many relationships away which makes it 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 process automation 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 the course of the implementation. Which two should be taken to make sure the implementation is tested against the new release before it deploys to production?
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 the update
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 tax exempt depending on a custom field that holds the industry. What is the appropriate solution 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 custom
What is the most scalable way to set the Legal Entity on the Order Product and Order Product Consumption Schedule?
Use a Workflow
Use a Custom Setting
Use a Quote Calculator Plugin(QCP)
Use a Flow that is triggered when the record is created and run before the record is saved.
Which Revenue Cloud feature can be customized to provide an aggregated view of the current goods and services on a Contract?
Amendments
Orders
Subscriptions
Renewals
Customer Asset Life Cycle Management(CALM)
A company that sells hardware and software has a project requirement to migrate legacy install base into Salesforce CPQ along with the Contract. Which objects will need to be populated for this effort?
Order
Assets
Quote
Subscriptions
Order Product
A Revenue Cloud user story states "Sales Users should have the ability to create new Quotes with established Rate Cards and Account specific discounts because current customers are entitled to the pricing that was originally negotiated". In addition to loading data to Accounts, Contracts, Quotes what other object will need to absorb legacy data?
Contracted Pricing
Subscription
Order Products
Entitlements
What are three reasons why you would need an App-Exchange solution to support generating a document in support of a Revenue Cloud project?
Contract Redlining
Watermarks
Invoice Generation
Electronic Signature
Attachments
An escalation on a Revenue Cloud project happens, which role is primarily responsible for project success?
Technical Architect
Project Manager
Customer Success Manager
Developer
Solution Architect
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.
A Quote Calculator plugin(QCP)
Set Pricing Method to Custom
Use an Apex Trigger on the Quote Line
What are three fundamental principles when scoping a Revenue Cloud Project?
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 a Revenue Cloud scoping session?
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
Which topic of discussion comes first in a Salesforce CPQ Scoping Session?
Business Process Mapping
Quote Document and e-signature
Order Management
Products and Bundles
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 for Account 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 Acceptance Testing(UAT) efficient? (Choose 3 options)
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 quote with a large number of quote line items. What should the Revenue Cloud Consultant recommend to address the issue?
Enable the CPQ package setting for "quote batch size" to a value which is less than the number 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 less than 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 less than 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 UC Keep in mind when designing their Solution?
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 wound
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
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's Revenue Cloud Project requirements before speaking for the first time in a scoping session?
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 is sent 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)
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
Universal Containers is Preparing to go live with salesforce CPQ however sales management has stated that they would need recurring revenue captured on opportunity line item object to reference within existing pipeline reports. Annual revenue is currently captured in the field ARR__c on the SBQQ__QuoteLine__c Object. Which is the most efficient solution.
Create ARR__c on the opportunity Line item object, and create a price rule to copy the value from ARR__c on SBQQ__QuoteLine__c on opportunity Product
Create ARR__c on the opportunity Line item object, and create a flow to copy the value from ARR__c on SBQQ__QuoteLine__c
Create ARR__c on the opportunity Line item object, Matching the field configuration of ARR__c on SBQQ__QuoteLine__c
Create a cross object formula field on the opportunity line item to reference ARR__c data SBQ__QuoteLine__c
A Salesforce CPQ implementation suffers from poor performance. The Revenue Cloud Consultant has implemented 90 active price rules Supporting complex pricing requirements. what tactics can a Revenue Cloud Consultant Consider to reduce the number of price rules to improve performance in this area? (Choose 2 options)
Create a support case and request to increase the processing limits so that price rules perform better
Implement lookup price rules where applicable
Implement Quote Calculator Plugin where Possible to replace price rules
Implement triggers and Apex that behave like price rules
Replace recursive price rule logic with nested bundles
Universal containers recently migrated legacy contracts and subscriptions into salesforce in order to facilitate amendments and renewals in CPQ. however , sales users are getting the 'attempt to de-reference a null object' error when amending the legacy contract. what is the most likely cause for the error?
Migrated contracts and subscriptions cannot be amended using salesforce CPQ
Amendment of legacy contract and subscription data requires asset-based renewal method
Required fields are missing or incorrectly populated on the legacy contract and subscription data
Legacy subscription data are missing a lookup to a source quote line record
An invoice run with a target date of 6/1/20 has completed with no errors.an order product with a next billing date of 6/1/20 did not generate an invoice line. which of the following fields might hold a value that would account for this?Billing type
Billing type
Next change date
billing account
Billing day of month
Invoice run processing status
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 in the production environment for the first time. what could have caused this issue?
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 Cloud project?
Formula fields have unlimited access to objects many relationships away which makes it vulnerable to data changes
Formula field are editable after the calculation completes the Sales user or process automation can overwrite its value
They can easily exceed limits if not carefully designed and tested
Formula's field data is not always available during CPQ quote calculation
They are computationally expensive
Which usage summary field can be used as an external ID to simplify usage uploads after amendments?
Legal entity
Invoice Run
Auto Number
Source
Matching ID
A Revenue Cloud consultant surveys a customer's Sales Cloud implementation and discovers multiple triggers, work flows and flow process applied to the Opportunity object. What is the most appropriate recommendation to the customer before designing a Revenue Cloud solution?
Recommend the current automations are appropriate, optimize further if necessary
Recommend using a single automation type for best performance
Recommend continued use of multiple automation types where Revenue Cloud capabilities cannot address the business requirement
Recommend to enable the CPQ Package setting for "Large Quote Threshold" to an appropriate value in order to prevent future performance
During scoping the customer indicated that they needed customization to salesforce CPQ due to a process in a legacy system. What is the first step in ensuring the requirement is accounted 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 three data migration strategies are appropriate for migrating a customer's in-flight quote 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 Contract and Subscription data via Data Loader
Adopt a change management strategy that requires sales users recreate in-flight quotes 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
What are the 3 reasons why you would need an App-Exchange solution to support generating a document is support of a Revenue Cloud project
Watermarks
Attachments
Electronic Signature
Contract Redlining
Invoice Generation
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.
A Quote Calculator plugin(QCP)
Set Pricing Method to Custom
Use an Apex Trigger on the Quote Line
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?
Contracts, Subscriptions and Assets should be populated with historical data
Custom action to retrieve purchased quantities from an external source
Discount Schedules with cross-orders checked
Use a Summary Variable targeting the Subscription object with a Price Rule
Legacy Orders and Invoice should be migrated
Universal Containers recently migrated legacy Contracts and Subscriptions into Salesforce in order to facilitate amendments and renewals in CPQ. However, sales users are getting the 'attempt to de-reference a null object' error when amending the legacy Contract. What is the most likely cause for the error?
Migrated Contracts and Subscriptions cannot be amended using Salesforce CPQ
Amendment of legacy Contract and Subscription data requires Asset-Based renewal
Method required fields are missing or incorrectly populated on the legacy Contract and Subscription dat
Legacy Subscription data are missing a lookup to a source quote line record
A Revenue Cloud user story states "Sales users should have the ability to create new Quotes with established Rate cards and Account specific discounts because current customers are entitled to the pricing that was originally negotiated''. In addition to loading data to Accounts, Contracts, Quotes, what other object will need to absorb legacy data?
Contracted Pricing
Order Products
Entitlements
Subscription
What does the 'safe harbor' slide at the beginning of every Salesforce presentation means?
Roadmap capability will be released exactly as they are demonstrated
New release capabilities will not have impact to existing implementations
Anything presented from Salesforce must be kept confidential mergers and acquisitions integrations are immediate
You and/or your customer are making scoping, design, planning, purchasing making decisions based on current and available capabilities
Which is the correct sequence of evaluation events for a Price Rule, Quote Calculator Plugin (QCP) and CPQ package pricing engine?
Internal Initialization > Calculate Formulas > Calculate Quantities > On Initialization > Before Calculate > On Calculate > Price Waterfall Calculation > After Calculate
Internal Initialization > Calculate Formulas > Calculate Quantities > Price Waterfall Calculation > On Initialization > Before Calculate > On Calculate > After Calculate
Internal Initialization > On Initialization > Before Calculate > Calculate Quantities > On Calculate > Price Waterfall Calculation > > After Calculate > Calculate Formulas
Internal Initialization > On Initialization > Calculate Formulas > Before Calculate > Calculate Quantities > On Calculate > Price Waterfall Calculation > After Calculate
The Order Management plugin functionality allows the architect to override which of the following default package behavior in Salesforce CPQ?
Set the Activation Date
Set the Billing Day of the Month
Set the Order End Date
Set the Order Start Date
What planning strategies should be taken to make User Acceptance Testing (UAT) efficient?
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
During User Acceptance Testing (UAT), a tester submits an incident because the Invoice total did not match the expected results. Which 3 types of information should be included in the description of the incident and a quick resolution?
Description of new requirements that will help fix the issue
Quote number order number or Invoice number
Expected resolution date
Steps to replace issue
Expected results
Some of the users at Universal Containers have faced long processing times during Quote document generation. What can be done to reduce the processing times for document generation?
Reducing the number of Product Rules and Option Constraints
Increase the number of Product of Product Rules and Option Constraints
Using compressed image formats for image files included in the Quote document
Reducing the number of Quote Line fields displayed in the Quote Line Editor
Reducing the number of line columns that are included in the Quote document
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?
Allocate the payment to an Invoice on Account B
Allocate the payment if allocated, create a refund and then create a new payment for Account B
Allocate the payment if allocated and re-parent the payment to Account B
Set the payment status to cancelled and create a new payment on Account B
A Revenue Cloud consultant learns Salesforce is deploying a new release during the course of the implementation. Which two actions should be taken to make sure the implementation is tested against the new release before it deploys to production?
Review status salesforce.com to determine refresh cutoff dates for the new release
Submit ticket to support when you want your sandbox updated
The platform ensures that all sandboxes are upgraded all the same time so wait for the upgrade
Determine whether yours sandbox is on a preview or non-preview instance
After installing Salesforce CPQ in your customer's sandbox org you notice unacceptable performance times as the primary Quote syncs to the Opportunity its determined the cause for sub-optimal performance is attribute to 30 process builders referencing the Quote and Opportunity along with other heavy customization that was previously created. What strategy should the Revenue Cloud consultant recommend to the customer?
Architect the Revenue Cloud solution to follow suit by
Extending customization using coding best practices to improve scalability
Baseline current performance recommend to identify and address the technical debt first before designing the Revenue Cloud solution categorize the subpar customizations as 'out of scope'. Processed with design and build, and address performance issues as the final task in UAT
Upgrade the org to the latest CPQ and Billing release, this will largely address the performance issue
What are the 3 common CPQ design mistakes to avoid while implementing CPQ for your customer?
Using Price Book entries to handle attribute based variations instead of lookup Price Rules
Designing the Product catalog with SKU rationalization in mind
Creating process builders and flows to pass data between fields instead of using twin field mapping
Writing customizations for Product selection or validation instead of using Option Constraints, Product Rules, and bundles.
Documenting logical architecture diagrams for data flow between systems
Which 3 documents help a Revenue Cloud consultant better understand the client's Revenue Cloud project requirements before speaking for the first time in a scoping session?
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 is sent to the customer
The clients income statements and balance sheet
Universal Containers has setup a partner type custom field on the CPQ Quote object in order to ensure partners receive discounts. Setting the partner type on the Quote should cause a recalculation because the field is an input to the Product prices. How can partner type queue a new calculation for the Quote?
Add the partner type field to the calculating fields field set
Refresh post install scripts
Setup a quote calculator plugin to ensure the custom field triggers calculation
Include the field in a custom metadata setting
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 3 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 create separate Quotes for each of the Product families
It would be better to use a single Price Rule with 3 Price Actions
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
The current solution with 3 separate Price Rules is the most optimal solution
An Invoice run with a target date of 6/1/20 has completed with no errors. An Order Product with a next billing date of 6/1/20 did not generate an Invoice line. Which of the following fields might hold a value that would account for this?
Billing Type
Next Change Date
Billing Account
Invoice Run Processing Status
Billing Day of the Month
Universal Containers is preparing to go live with Salesforce CPQ, however sales management has stated that they would recurring revenue captured on Opportunity Line Item object to reference within existing pipeline reports. Annual revenue is currently captured in the field ARR__c on the SBQQ__QuoteLine__c object. Which is the most efficient solution?
Create ARR__c on the Opportunity Line Item object, and create a Price Rule to copy the value from ARR__c on SBQQ__QuoteLine___c on Opportunity Product
Create ARR__c on the Opportunity Line Item object, and create a flow to copy the value from ARR__c on SBQQ__QuoteLine__
Create ARR__c on the Opportunity Line Item object, matching the field configuration of ARR__c on SBQQ__QuoteLine__c
Create a cross object formula field on the Opportunity Line Item to reference ARR__c data SBQQ__QuoteLine__c.
Which 3 objects are updated when posting an Invoice?
Order Product
Quote
Invoice Line
Quote Line
Invoice
Sales reps at UC were facing governor limits while configuring certain large bundles, the admin at UC has set the "enable large configurations package settings" to TRUE now the users are experiencing longer loading times between saving a bundle configuration and returning to the Quote Line Editor, even for smaller bundles. what should the admin do to resolve this issue?
Enable Large Configuration on the bundle parents where needed by selecting the Product's Enable Large Configuration field
Recommend CPQ and Billing design solutions within proper capabilities
All bundles that have more than 20 Product should be split into smaller bundles
Enable Large Configurations setting should not be used in such a case
What fields are required on the usage record to load and rate the usage?
Start date time, end date time, matching attribute, unit of measure, quantity, usage summary lookup
Start date time, order product ID, unit of measure, quantity, usage summary lookup, account
Account, order, order product, usage summary start date time, end date time, quantity
Start date time, end date time, matching ID, matching attribute, unit of measure, quantity
What 3 design examples will negatively impact the scale and performance of the Revenue Cloud implementation?
Multiple automation types (Trigger, Workflows, Flows) on a single object
External API calls within the pricing sequence
Extensive use of Quote Line custom fields
Routine generation of Quote having 200 Quote Lines
Routine generation of Invoices having 200 Invoice lines
Which type of documentation comes first in a Salesforce CPQ scoping session?
Order Management
Products and Bundles
Business Process Mapping
Quote Documentation and Plugins
Which 3 customer teams should be invited to participate in scoping Revenue Cloud project?
Information Technology
Sales Operations
Accounting and Finance
Customer Service
Human Resource
What is the successful exit criteria that completes the User Acceptance Testing (UAT) phase?
Customer acceptance sign off
Complete deployment migration plan
A change order
A design document
Migration from sandbox to production
Which three customer teams should be invited to participate in scoping a Revenue Cloud project?
Human Resources
Customer Service
Accounting and Finance
Sales Operations
Information Technology
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?
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 new Revenue 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
Which feature is needed to split Order Products into different Invoice runs?
Invoice Group
Invoice Batch
Order by Group
Order by Quote Line Group
An Invoice Scheduler is set up with Target Date = January 15 and Bill Usage Charges = False. Which setting will generate Invoice lines?
Order Products with Next Billing Date equal to or earlier than January 15
Usage Summaries with Next Billing Date equal to or earlier than January 15
Order Products with Next Billing Date equal to or after January 15
Order Products with Next Charge Date equal to or earlier January 15
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?
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 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
After a Contract has been created and activated, what is an appropriate use of automation to support renewals?
Renewal Quoted should be checked as early as possible, and Renewal Forecasted should be checked when the Quote is due for renewal
Check both Renewal Forecasted and Renewal Quoted fields simultaneously, as soon as the Contract is activated
Check both Renewal Forecasted and Renewal Quoted fields simultaneously, closest to the renewal date
Renewal Forecasted should be checked as early as possible, and Renewal Quoted should be checked near Contract End Date
What are three key characteristics of an implementation partner leading a Revenue Cloud scoping session?
Excellent communication skills both verbal and written
Experience in a selling role with quota responsibilities
Understanding design pitfalls and migration actions to course correct
Being effective at planning monitoring and reviewing
Having deep knowledge of competitor products
Our customer is headquartered in the US but has operations in Germany. The German operation has CPQ installed in their own EU instance of Salesforce. Which service region should be defined for the Europeans instance of CPQ in order to optimize calculation performance?
North Ameria
Japan
Europe
Australia
Server region has no performance impact
A Revenue Cloud customer has posted an Invoice and now wants to add on more items from another Order associated to that account. Without using Invoice Batches, how can this be accomplished?
Credit the invoice, add the new Order and run an Invoice Scheduler to pick all the Orders 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 pick all the Order up
Use Bill Now on the new Order and consolidate the Invoices
