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?
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?
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?
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?
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?
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?
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?
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?
How can a Revenue Cloud Consultant create a new payment Method for a credit card thatwill be saved for future Payments?
What are the 3 common CPQ design mistakes to avoidwhile implementing CPQ for yourcustomer?
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?
After a Contract has been created and activated, what is an appropriate use of automation to support renewals?
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?
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?
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?
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?
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?
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?
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?
What are three risks when using too many cross object formula fields in aRevenue Cloud Project?
What should business stakeholders and product owners do to ensure a successful discovery and design phase in a Revenue Cloud project?
Which threedata migration strategies are appropriate for migrating a customer’s in-flightquote from another quoting tool into salesforce CPQ?
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?
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?
An Invoice Scheduler is set up with Target Date = January 15 and Bill Usage Charges = False. Which setting will generate invoice lines?
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?
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?
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?
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?
During a Revenue Cloud project, how should the team align stakeholders and roles to ensure a successful implementation?
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?
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?
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?
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?
An escalation on a Revenue Cloud Project happens,which role is primarilyresponsible
for project success?
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?
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?
Which 3 Customer Teams Should be invited to participate in scoping revenue cloudproject?
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?