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AP-223 CPQ and Billing Consultant Accredited Professional Questions and Answers

Questions 4

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?

Options:

A.

A sample proposal the client provides to their customers

B.

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

C.

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

D.

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

E.

The clients income statements and balance sheet.

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Questions 5

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?

Options:

A.

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

B.

use bill now on the new order and reparent the new invoice lines to the existing invoice C . Cancel and Rebill the invoice, add the new Order and run an invoice scheduler to pick all the order up.

C.

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

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Questions 6

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 toabsorb legacy data?

Options:

A.

Contracted Pricing

B.

Subscription

C.

Order Products

D.

Entitlements

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Questions 7

After a Contract has been created and activated, what is an appropriate use of automation to support renewals? “

Options:

A.

Renewal Quoted should be checked as early as possible, and Renewal Forecasted should be checked when the quote is due for renewal

B.

Check both Renewal Forecasted and Renewal Quoted fields simultaneously, as soon as the contract is activated

C.

Check both Renewal Forecasted and Renewal Quoted fields simultaneously, closest to the renewal date

D.

Renewal Forecasted should be checked as early as possible, and Renewal Quoted should be checked near Contract End Date

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Questions 8

What is the most Scalable way to set the legal Entity on the Order Product and Order Product Consumption Schedule?

Options:

A.

Use a Work Flow

B.

Use a Custom Setting

C.

Use a Quote Calculator Plugin (QCP)

D.

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

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Questions 9

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?

Options:

A.

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

B.

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

C.

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

D.

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

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Questions 10

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?

Options:

A.

North America

B.

japan

C.

europe

D.

Australia

E.

Server region has no performance impact

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Questions 11

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?

Options:

A.

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

B.

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

C.

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

D.

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

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Questions 12

What Planning Strategies Should be Taken to Make User Acceptance Testing (UAT) efficient?

Options:

A.

Execute all tests on behalf of the customer

B.

Define and agree on acceptance criteria with customer

C.

Issue change orders for all incidents that arise during testing

D.

Train UAT testers on the new functionality

E.

Finalize test plans before the build Phase completes(Choose 3 options)

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Questions 13

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?

Options:

A.

Enable Large configuration on the bundle parents where needed by selecting the product’s enable large configuration field

B.

Recommend CPQ and billing design solutions within proper capabilities

C.

All bundles that have more than 20 product should be split into smaller bundles

D.

Enable large configurations setting should not be used in such a case.

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Questions 14

Universal containers has 3 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?

Options:

A.

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

B.

it would be better to use a single price rule with 3 price actions

C.

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

D.

the current solution with3 separate price rules is the most optimal solution

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Questions 15

What does the ‘safe harbor’ slide at the beginning of every salesforce presentation means?

Options:

A.

roadmap capability will be released exactly as they are demonstrated

B.

new release capabilities will not have impact to existing implementations

C.

anything presented from salesforce must be kept confidential

D.

mergers and acquisitions integrations are immediate

E.

You and or your customer are making scoping, design, planning, purchasing making decisions based on current and available capabilities.

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Questions 16

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

Options:

A.

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

B.

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

C.

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

D.

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

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Questions 17

Which Type of Documentation comes first in a Salesforce cpq scoping session?

Options:

A.

Order Management

B.

Products and Bundles

C.

Business Process Mapping

D.

Quote Documentation And Plggins

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Questions 18

After a Contract has been created and activated, what is an appropriate use of automation to support renewals?

Options:

A.

Check both Renewal Forecasted and Renewal Quoted fields simultaneously, closest to the renewal date

B.

Check both Renewal Forecasted and Renewal Quoted fields simultaneously, as soon as the contract is activated

C.

Renewal Quoted should be checked as early as possible, and Renewal Forecasted should be checked when the quote is due for renewal

D.

Renewal Forecasted should be checked as early as possible, and Renewal Quoted should be checked near Contract End Date

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Questions 19

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?

Options:

A.

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

B.

A Quote Calculator plugin (QCP)

C.

Set Pricing Method to Custom

D.

Use an Apex Trigger on the Quote Line

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Questions 20

After installing Salesforce CPQ in your customers sandbox org you notice unacceptable performance times as the primary quote syncs to the opportunity. It's determined the cause for sub optimal performance is attributed 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.

Options:

A.

Upgrade the org to the latest CPQ and Billing release, this will largely address the performance issues

B.

Categorize the subpar customizations as ‘out of scope’, proceed with design and build, and address performance issues as the final task in UAT

C.

Baseline current performance, recommend to identify and address the technical debt first before designing the Revenue Cloud solution

D.

Architect the Revenue Cloud solution to follow suit by extending customization using coding best practices to improve scalability

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Questions 21

Which three options might cause incorrect future invoicing for an amended order product?

Options:

A.

Not contracting the Amendment Order

B.

Having a subscription on the Contract be linked to an Order Product with one or more unpaid invoice lines

C.

Having a subscription on the Contract be linked to an Order Product with one or more invoice lines in draft

D.

Having a subscription on the Contract be linked to an unallocated Payment

E.

Contracting from the Amended Opportunity

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Questions 22

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?

Options:

A.

watermarks

B.

Attachments

C.

electronic signature

D.

Contract Redlining

E.

Invoice Generation

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Questions 23

Which is the correct sequence of evaluation events for a Price Rule, QuoteCalculator Plugin (QCP) and CPQ Package Pricing Engine?

Options:

A.

Internal Initialization -> On Initialization -> Before Calculate -> Calculate Quantities ->»On Calculate -> Price Waterfall Calculation -> After Calculate -> Calculate Formulas

B.

Internal Initialization -> Calculate Formulas -> Calculate Quantities -> On Initialization ->Before Calculate -> On Calculate -> Price Waterfall Calculation -> After Calculate

C.

Internal Initialization -> Calculate Formulas -> Calculate Quantities -> Price Water fall Calculation ->On Initialization -> Before Calculate -> On Calculate -> After Calculate

D.

On Initialization -> Before Calculate -> On Calculate -> After Calculate -> Internal Initialization -> Calculate Formulas ->» Calculate Quantities -> Price Waterfall Calculation

E.

Internal Initialization -> On Initialization -> Calculate Formulas -> Before Calculate -> calculate Quantities -> On Calculate -> Price Waterfall Calculation -> After Calculate

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Questions 24

Which feature is needed to split Order Products into different Invoice runs?

Options:

A.

Invoice Group

B.

Order by Quote Line Group

C.

Order by Group

D.

Invoice Batch

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Questions 25

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?

Options:

A.

Order

B.

Assets

C.

Quote

D.

Subscriptions

E.

Order Product

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Questions 26

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?

Options:

A.

Un-allocate the Payment if allocated, create a refund and then create a new payment for Account B

B.

Un-allocate the payment if allocated and reparent the payment to Account B

C.

Allocate the Payment to an invoice on Account B.

D.

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

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Questions 27

sales management has stated that they would like annual recurring revenue captured on Opportunity Line Item object in order to reference within existing pipeline reports. Annual recurring revenue is currently captured in the field_ ARR__c on the SBQQ__Quoteline__c object.

Which is the most efficient solution?

Options:

A.

Create ARR__c on the Opportunity Line ltem object, matching the field configuration of ARR__c on SBQQ__QuoteLine__c

B.

Create a cross-object formula field on the Opportunity Line Item to reference ARR__c data SBQQ__Quoteline__c

C.

Create ARR__c on the Opportunity Line Item object, and create a flow to copy the value from ARR__c on SBQQ__QuotelLine__c

D.

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 to ARR__c on Opportunity Product

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Questions 28

What does RASIC stand for?

Options:

A.

Responsible, Actionable, Supporting, Informed, Consulted

B.

Responsible, Actionable, Supporting, Informed, Communicate

C.

React, Action, Support, Informed, Consulted

D.

Responsible, Accountable, Supporting, Informed, Consulted

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Questions 29

Universal containers recently migrated legacy contracts and subscriptions into salesforce in order to facilitate amendments and renewals in CPQ .however ,sales user sure getting the ‘attempt to de-reference a null object’ error when amending the legacy contract. what is the most likely cause for the error?

Options:

A.

Migrated contracts and subscriptions cannot be amended using salesforce CPQ

B.

Amendment of legacy contract and subscription data requires asset-based renewal method

C.

Required fields are missing or incorrectly populated on the legacy contract and subscription data

D.

Legacy subscription data are missing a lookup to a source quote line record

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Questions 30

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?

Options:

A.

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

B.

The platform ensures that all sandboxes are upgraded at the same time so wait forther update.

C.

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

D.

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

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Exam Code: AP-223
Exam Name: CPQ and Billing Consultant Accredited Professional
Last Update: Dec 14, 2025
Questions: 101
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