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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 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 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.

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 and 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 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”, Invoices 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”, Invoices lines will be created only for invoices after hold billing was set to “yes”.

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 aRevenue 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 Field.

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?. Customer Asset LifeCycle Management(CALM). Renewals. Subscriptions. Orders. Amendments.

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. Subscription. 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 AppExchange 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.

What are three fundamental principles when scoping a Revenue CloudProject?. 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 arevenue 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). 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 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. 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 sto.

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 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 SBQQ QuoteLine C.

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 user sare 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. Next change date. billing account. billing day of the month. invoice run processing status.

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?.

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?.

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. Formulas 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 dereference 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.

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 reparent the payment to account B. Set the payment status to canceled 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 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 issues.

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 with3 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. billing account. invoice run processing status. Billing day of month. Next change date.

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 currentlycaptured 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 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 B. 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 Pulggins.

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 Services. Accounting and Finance. Sales Operation. 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 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 America. japan. europe. Server region has no performance impact. australia.

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.