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Revenue-Cloud-Consultant-Accredited-Professional Salesforce Revenue Cloud Consultant Accredited Professional Questions and Answers

Questions 4

A business user wants to use the advanced capabilities of Revenue Cloud to gain a comprehensive view of the company's financial health, from initial quote to final cash collection They need to track sales performance, forecast future revenue, and monitor customer trends.

Which Revenue Cloud reporting feature should the business user use to achieve this?

Options:

A.

Pricing Operations Console

B.

Revenue Management Intelligence

C.

Revenue Lifecycle Management

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Questions 5

A business is going through a digital transformation. As part of that process, sales leadership would like to have the contracting process digitized, including generation of clauses, redlining, e-signature, etc.

Which capability should the implementation consultant use to support this requirement?

Options:

A.

Salesforce Contracts Connector for Word

B.

OmniStudio Document Generation

C.

Document Builder

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Questions 6

After installing salesforce CPQ in your customer Sandbox org you notice unacceptableperformance times as the primary quote syncs to theopportunity its determined thecause for sub optimal performance is attribute to 30 process builders referencing thequote and opportunity along with other heavy customization that was previously created. what strategy should the revenue cloudconsultant recommend to the customer?

Options:

A.

Architect the revenue cloud solution to follow suit by

B.

extending customization using coding best practices to improve scalability

C.

baseline current performance recommend to identify and address the technical debt firstbefore designing the revenue cloud solutioncategorize the subpar customizations as ‘out of scope’.processed with design andbuild,and address performance issues as the final taskin UAT

D.

upgrade the org to thelatest CPQ and billing release,this will largely address the performance issues

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Questions 7

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 releasebefore it deploys to production?

Options:

A.

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

B.

submit ticket to support when you want your sandbox updated

C.

The platform ensures that all sandboxes are upgraded all the same timeso wait for theupgrade

D.

Determine whether yours sandbox is on a preview or non-preview instance

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Questions 8

A sales rep creates a quote with a subscription product called 'Monitoring' with a quantity of 25 and a term of 36 months, followed by Order creation, activation, and assetization. 'Monitoring' has associated Product Ramp Segments with Segment Type as Yearly.

How many records will be present for Monitoring for each Asset Action and Asset State Period?

Options:

A.

One Asset Action and three Asset State Periods

B.

One Asset Action and one Asset State Period

C.

Three Asset Actions and three Asset State Periods

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Questions 9

A product designer is setting up a product bundle that consists of T-shirts and caps. They want to ensure customers can order a maximum of three T-shirts and three caps, but the total number of products should not exceed five.

How should the product designer set this up?

Options:

A.

• Define the local cardinality for T shirts with a minimum quantity of one and a maximum quantity of three.

• Define the local cardinality for caps with a minimum quantity of one and a maximum quantity of three.

• Define two product groups: one that contains T-shirts and another that contains caps. Set the group cardinality for both groups with a minimum quantity of one and a maximum quantity of five.

B.

• Define the local cardinality for T-shirts with a minimum quantity of one and a maximum quantity of three

• Define the local cardinality for caps with a minimum quantity of one and a maximum quantity of three.

• Define a product group that contains both of these products, and set the group cardinality with a minimum quantity of one and a maximum quantity of five.

C.

• Define the local cardinality for T-shirts with a minimum quantity of three and a maximum quantity of three.

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Questions 10

A product's attributes are organized across the attribute categories Tech Specs and Utilization, except for two of the attributes, which are not assigned to any attribute categories This product is added as a component of a bundle product.

In what order will the attribute categories be displayed when the product configurator is launched for the bundle?

Options:

A.

Attribute categories are randomly displayed and can vary by the instances of product configurator launched

B.

Attribute categories are displayed based on the sequence defined on the attnbute category records, with Uncategorized displayed at the end

C.

Attribute categories are displayed in alphabetical order, with Uncalegorized displayed at the end

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Questions 11

A Revenue Cloud Consultant wants to inherit all the standard components of the standard context SalesTransactionContext, such as nodes, attributes, and mappings from a standard context definition, and customize the definition by adding new components.

The consultant also wants to ensure that they can easily obtain the upgraded standard components as needed, based on the latest version, without losing any of the customization* that were made.

What should the consultant do to achieve this?

Options:

A.

Clone SalesTransactionContext.

B.

Extend SalesTransactionContext.

C.

Upgrade SalesTransactionContext.

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Questions 12

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

Options:

A.

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

B.

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

C.

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

D.

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

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Questions 13

What are the 3 common CPQ design mistakes to avoidwhile implementing CPQ for yourcustomer?

Options:

A.

using price book entries to handle attribute based variations instead of lookup price rules

B.

designing the product catalog with SKU rationalization in mind

C.

Creating process buildersand flows to pass data between fields instead of using twin field mapping

D.

Writing customizations for product selection or validation instead of using optionconstraints,product rules,and bundles.

E.

documenting logical architecture diagrams for data flow between systems

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Questions 14

A product administrator has been asked to set up product visibility in the Browse Catalog phase based on a customer's region. Which Revenue Cloud specific capabilities should the product administrator use to satisfy this requirement?

Options:

A.

Create a custom decision table that stores product and region availability data.

B.

Create a separate price book per customer region and use it in quote or order.

C.

Modify the out of the box decision table for ProductQualification and Qualification Rule Procedures.

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Questions 15

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 fieldssimultaneously, 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 16

A Revenue Cloud sales user is working with a customer who wants to use their own service order in a .docx file format. The customer needs to provide additional details for a contract to include their own custom terms.

Which option in the versioning process supports this requirement?

Options:

A.

Import Contract

B.

Generate Contract from a Template

C.

Modify Contract in Microsoft 365 editor

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Questions 17

A user reports they are unable to see the Managed Asset Viewer on Account record pages A Revenue Cloud Consultant investigates and confirms that the Managed Asset Viewer component has not been added to the Account record page

How should the consultant ensure that users can view and edit asset data using the Managed Asset Viewer?

Options:

A.

In Lightning App Builder, drag the Managed Asset Viewer to the Account record page. Select the checkbox to show the side panel when a user clicks a record link.

B.

Assign the user a permission set that grants Read access to Account record pages and Read access to Assets. Next, drag it onto the Account page layout.

C.

Verify that the user has the Revenue Lifecycle Management license. Then, enable the Assets-related list on the Account record page to show the Managed Asset Viewer

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Questions 18

A 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 European instance of CPQ in order to optimize calculation performance?

Options:

A.

Europe

B.

Service Region has no performance impact

C.

North America

D.

Australia

E.

Japan

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Questions 19

During Scoping the customer indicated that they neededcustomization to salesforce CPQDue to a process in a legacy system what is the first stepinensuring the requirement isAccounted for in Scoping?

Options:

A.

Ask follow up questions to ensure legacy process has business justification

B.

scope additional project hours for customization

C.

scope in developer resource for customization

D.

Make it optional Scope with possible change order during the project

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Questions 20

Universal containers has threeproduct families-hardware,software and services,their salesreps want to be able to view the net totals of various product families at the quotelevel.in order to support this,the CPQ admin has created3 price rules that use summaryvariables to add the net total for quote lines that belong toa particular product family andintend topopulate the sums to custom fields on the quote record.from a performancestandpoint,which of the following is true?

Options:

A.

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

B.

it wouldbe 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 familiesand then use quote line groupauto-summary functionality

D.

the current solution with3separate price rulesis the most optimal solution

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Questions 21

Which topic of discussion comes first in a salesforce CPQ Scoping Session?

Options:

A.

Business Process Mapping

B.

Quote Document and e-signature

C.

Order Management

D.

Products and Bundles

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Questions 22

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?

Options:

A.

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

B.

Recommend using a single automation type for best performance

C.

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

D.

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

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Questions 23

Universal containers has setup a partner type custom field on the CPQ quote object inorder to ensure partners receive discounts.setting the partner type on the quote shouldcause a recalculation because the field is an input to theproduct prices.how can partnertype queue a new calculation for the quote?

Options:

A.

Add the partner type field to the calculating fields field set

B.

Refresh post install scripts

C.

Setup a quote calculator plugin to ensure the custom field triggers calculation

D.

Include the field in a custom metadata setting

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Questions 24

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

Options:

A.

Formula field data is not always availableduring CPQ quote calculation

B.

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

C.

They are computationally Expensive.

D.

They can easily exceed limits if not carefully designed and tested

E.

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

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Questions 25

What should business stakeholders and product owners do to ensure a successful discovery and design phase in a Revenue Cloud project?

Options:

A.

Review all available APIs on the Revenue Cloud Developer Guide.

B.

Review and map customer challenges to Revenue Cloud features.

C.

Create a list of key challenges and success metrics for the project.

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Questions 26

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

Options:

A.

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

B.

Migrate Contract and Subscription data via Data Loader

C.

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

D.

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

E.

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

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Questions 27

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?

Options:

A.

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

B.

Enable the CPQ Package setting for “Large Quote Experience”

C.

Enable the CPQ package setting for “Large Quote Threshold” to avalue which is lessthan the number based on the volume testing to avoid platform gov.limits

D.

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.

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Questions 28

Which three documents help a revenue cloud consultant better understand the client’s

Revenue Cloud Project requirements before speakingfor the first time in a scopingsession?

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 helpsalesforce.com>salesforce CPQ patch notes

D.

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

E.

The clients income statements and balance sheet.

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Questions 29

An Invoice Scheduler is set up with Target Date = January 15 and Bill Usage Charges = False. Which setting will generate invoice lines?

Options:

A.

Order Products with Next Billing Date equal to or earlier than January 15

B.

Usage Summaries with Next Billing Date equal to or earlier thanJanuary 15

C.

Order Products with Next Billing Date equal to or after January 15

D.

Order Products with Next Charge Date equal to or earlier January 15

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Questions 30

A pricing administrator is tasked with providing a system discount based on certain characteristics of a product. The 'Advanced Training product is based on a product classification called Training Training' has five attributes denned, each having a Yes or No option. The pricing administrator marks three attributes on 'Advanced Training' as Price Impacting and then updates Attribute Based Adjustments to finalize all requirements.

How many records will this create in the Attribute Discount Entries' lookup table?

Options:

A.

15

B.

8

C.

6

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Questions 31

A smartphone product is currently sold as a onetime upfront payment.

In order for it to be sold with equal monthly installment payments for 12 months, what should the consultant set up?

Options:

A.

Assign a product selling model option of Term Monthly to the product.

B.

Assign a product selling model option of Term Annual to the product

C.

Assign a product selling model option of Evergreen Monthly to the product.

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Questions 32

What does INVEST stand for in the INVEST criteria when defining user stories?

Options:

A.

Investable, Negotiable, Valuable, Estimable, Small, Testable

B.

Independent, Negotiable, Valuable, Estimable, Sequential, Testable

C.

Independent, Negotiable, Valuable, Equal, Small, Testable @®

D.

Independent, Negotiable, Valuable, Estimable, Small, Testable

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Questions 33

A Revenue Cloud Consultant is configuring Invoice Management for a multi-national corporation operating in several countries, each of which has its own tax rules and invoicing regulations. The consultant needs to ensure that billing and tax calculations are applied correctly for each region.

Which object should the consultant use to represent each regional business unit and define its specific billing and tax configurations?

Options:

A.

Legal Entity

B.

Billing Schedule Group

C.

Billing Profile

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Questions 34

Universal Containers is expanding into French and German speaking regions. The team wants to ensure that product names and descriptions appear in the correct language when customers browse the catalog via APIs.

Which configuration is required to support this multilingual API response?

Options:

A.

Enable data translation and provide values via the Product List API and Product Details API

B.

Provide data translations using standard Salesforce Product2 APIs and Product Details API.

C.

Use data translation via Translation Workbench to modify the metadata API and Product List API.

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Questions 35

During a Revenue Cloud project, how should the team align stakeholders and roles to ensure a successful implementation?

Options:

A.

Assign power users only for testing, review dependencies at deployment, and limit role mapping to technical phases.

B.

Identify champions and power users early, plan cross-team dependencies, and map roles to all project phases.

C.

Choose one champion per team, engage stakeholders mainly during build and test, and map roles later.

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Questions 36

Should Bundles be a scoping topic of discussion as part of a CPQ project?

Options:

A.

Yes, bundle configuration is a necessary part of CPQ and it should always beimplemented.

B.

Yes, bundle Configuration should be introduced and it's up to the customer to decidewhether they need it or not.

C.

No, if the customer is not using bundle configuration currently, they won’t need it in thefuture.

D.

No, it is safe toassume that the customer doesn’t need bundle configuration unless it’sbrought up specifically.

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Questions 37

A revenue cloud user story states “Sales users should have the ability to create newquotes with established rate cards and account specific discounts because currentcustomers are entitled to the pricing that was originally negotiated'' .in addition to loadingdata to accounts,contracts,quotes what other object will need to absorb legacy data?

Options:

A.

Contracted Pricing

B.

order products

C.

entitlements

D.

Subscription

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Questions 38

A Salesforce Developer is using Postman to retrieve a JSON response with Product2 IDs to develop a Lightning web component. Which query parameters are valid when using the Products List (POST) API to retrieve a list of products for the component?

Options:

A.

• Product2IDs

• Catalog IDs

• Category IDs

B.

• PricebooklDs

• Catalog IDs

• Category IDs

C.

• Catalog IDs

• ProductClassification IDs

• Category IDs

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Questions 39

A customer is using a price book to populate list prices. They need to override the list price by 10% if the product is being sold in an emerging market. Emerging market is identified on the quote via a custom field.

What should a pricing designer do to solve this?

Options:

A.

Use a formula-based pricing element to apply an override to the list price and use that to populate the list price for further calculations like total, discount, net prices, etc.

B.

Use a formula based pricing element to apply the override to the unit price and use that to populate the list price for further calculations like total, discount, net prices, etc.

C.

Use a formula-based pricing element to apply an override to the list price value and populate a line item custom field for further calculations like total, discount, net prices, etc

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Questions 40

How does Hold Billingwork?

Options:

A.

It Prevents invoice document generation and stops email notificationsfrom going outto the customer.

B.

The Hold Billing field is set to “yes” until the order is activated. Upon order activationthe field will be automatically set to “no”.

C.

It suspends invoicing for that order product until the field is set to “no”, Invoices lineswill be created to account for the time when hold billing was set to “yes”

D.

It suspends invoicing for that order product until the fieldis set to “no”, Invoices lineswill be created only for invoices after hold billing was set to “yes”.

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Questions 41

In Salesforce Revenue Cloud, a consultant is setting up a new user who will primarily be responsible for managing customer assets.

What is a fundamental requirement to ensure this user can effectively view and manage customer assets?

Options:

A.

The products must be configured as assetizable, and the createOrUpdateAssetFromOrder flow action should be triggered.

B.

The user must have the Customize Application permission enabled on their profile to view the Assets on Accounts.

C.

The Asset viewer must have a Salesforce CPQ Plus license assigned to access the Asset-related objects.

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Questions 42

An escalation on a Revenue Cloud Project happens,which role is primarilyresponsible

for project success?

Options:

A.

Technical Architect

B.

Project Manager

C.

Customer Success Manager

D.

Developer

E.

Solution Architect

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Questions 43

A Revenue Cloud User story states “ Sales Users shouldhave the ability to createnewquotes with established rate cards and account specific discounts because currentcustomers are entitled to the pricing that was originally negotiated”.In addition to loadingdata 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 44

A product has a list price of US$15,000. An attribute-based price override of $12,000 is applied first, followed by a $1,000 bundle based adjustment discount and a 10% manual discount at the end of the product sale.

What will be the final price of the product shown in the net price column of the Transaction Line Editor of a quote line item for this product?

Options:

A.

$9,900

B.

$9,500

C.

$1,800

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Questions 45

Which 3 Customer Teams Should be invited to participate in scoping revenue cloudproject?

Options:

A.

Information

B.

Technology

C.

Sales operations

D.

Accounting and finance

E.

Customer Service

F.

Human Resource

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Questions 46

When selecting products to add to a quote, a sales user updates an attribute represented by a custom field. The user intends to use the selected value in other downstream processes.

Which Mapping Intents should they select when creating the Mapping for the context definition?

Options:

A.

Association

B.

Hydration

C.

Persistence

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Exam Name: Salesforce Revenue Cloud Consultant Accredited Professional
Last Update: Jan 1, 2026
Questions: 154
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