Pass the Salesforce Revenue Cloud Consultant Revenue-Cloud-Consultant-Accredited-Professional Questions and answers with ExamsMirror

To migrate legacy install base into Salesforce CPQ along with the contract, the Revenue Cloud Consultant needs to populate the Assets and Subscriptions objects. These objects store the information about the products and services that the customer has purchased and are associated with the contract. The Assets object tracks the physical products, such as hardware and software licenses, that have been delivered or activated for the customer. The Subscriptions object tracks the recurring products, such as software subscriptions or maintenance plans, that have a defined billing frequency and term. By populating these objects, the Revenue Cloud Consultant can preserve the history of the customer’s purchases and enable the features of Salesforce CPQ, such as renewals, amendments, and co-termination. References:

Migrate Legacy Data to Salesforce CPQ

[Assets]

[Subscriptions]

In Salesforce CPQ, a bundle is a group of products that are known to be sold together. There are three types of bundles: static, configurable, and nested1. The bundle configuration is a significant part of CPQ, and it can make selling complex product offerings easier by providing sales reps with premade product bundles to choose from1. However, whether a customer needs a bundle configuration or not depends on their specific needs and preferences2. Therefore, it’s important to introduce the concept of bundle configuration as part of a CPQ project, but the decision to implement it should be left up to the customer2. References

Learn About Configuration in the Sales Process - Trailhead

Product Bundles in Salesforce CPQ - SkyPlanner

When implementingSalesforce Revenue Cloud for a business unit that already uses a legacy CPQ system, the following considerations should be taken:

AMap legacy CPQ system capabilities to ensure there is no loss of logic from the older system: It’s important to understand the capabilities of the legacy CPQ system and map these to the new system to ensurethat there is no loss of functionality or business logic12.

B. Transform the customer’s business processes, capture new requirements for the new Revenue Cloud technology: Implementing a new system like Revenue Cloud often requires a transformation of existing business processes. It’s crucial to capture new requirements that align with the capabilities of Revenue Cloud13.

D. Customize Revenue Cloud’s user interface so the customer experiences no major interruption to the new system: To ensure a smooth transition, it can be beneficial to customize the user interface of Revenue Cloud to match the look and feel of the legacy system. This can help minimize disruption for end users14.

References

Salesforce Introduces Revenue Cloud to Help Businesses Accelerate Revenue Growth Across Any Channel -Salesforce Sales

Salesforce Revenue Cloud: A Guide | BillingPlatform

CRM Implementation Considerations- Salesforce

The Ultimate Guide to Salesforce CRM and CPQ Integration

Oracle CPQ Cloud and Salesforce.com Integration

 In Salesforce Revenue Cloud, the evaluation event of a product rule specifies when the rule should be evaluated. The options are:

Load: The rule will be evaluated when the product bundle is opened.

Edit: The rule will be evaluated when the product bundle is edited.

Save: The rule will be evaluated upon Save.

Always: The rule will be evaluated during anyevent.

In the context of the question, the requirement is to hide the hardware firewall product option while configuring the bundle if the customer has purchased a hardware firewall in the past. This means that the rule needs to be evaluated when the product bundle is being edited, not just when it is loaded or saved. Therefore, the correct answer is “Load and Edit”.

References

Salesforce CPQ Product Rules:General Considerations

Decide When Rules Evaluate Unit | Salesforce Trailhead

Product Rules - Salesforce

According to the Salesforce Revenue Cloud CPQ documentation, users need to have the Create, Read, Edit, and Delete permissions on the Quote object in order to create and manage quotes. If users do not have the proper accessto the Quote object, they will encounter errors when trying to create quotes, even if the quotes are set as primary by default. This is because the primary quote field is a lookup field that references the Quote object, and users need to have access to the referenced object in order to populate the lookup field. Therefore, the most likely cause ofthe issue is that the users did not have the proper access to the Quote object in the production environment, and this was not detected in the sandbox environment because the users had different permissions or profiles there. References:

https://help.salesforce.com/s/articleView?id=000316738 &language=en_US&type=1

https://help.salesforce.com/s/articleView?id=000381216 &language=no&type=1

In Salesforce CPQ, ensuring that users have the proper access to the Quote object is crucialfor the smooth creation and management of quotes. The issue reported by users in the production environment, where errors occurred upon trying to create quotes for the first time, likely stemmed from insufficient permissions on the Quote object. In CPQ, setting a new quote as "primary" at the time of creation is a common practice to streamline the quoting process. However, if users lack the necessary permissions on the Quote object, they would encounter errors when attempting to create or modify quotes. It's important to note that in Salesforce CPQ, orders must be created from a primary quote, and once an order is created from a primary quote, the quote cannot be edited​​. This indicates that the underlying issue is related to access permissions on the Quote object, rather than post-installation scripts, access to the Opportunity Product object, or access to the Quote Line object.

QUESITON NO:51

Our customer is headquartered in the US but has operations in Germany. The Germanoperation has CPQ installed in their own EU instance of salesforce. Which service regionshould be defined forthe Europeans instance of CPQ in order to optimize calculationperformance?

A. North America

B. japan

C. Europe

D. Australia

E. Server region has no performance impact

Answer: C

 Incorrect future invoicing for an amended order product might be caused by the following scenarios:

A. Not contracting the Amendment Order: If the amendment order is not contracted, the changes made in the amendment order will not be reflected in the future invoices. This is because the contract is the legal agreement that specifies the terms of the sale, including the products, quantities, and prices. If the amendment order is not contracted, the original terms of the sale remain in effect, which may result in incorrect future invoicing1.

B. Having a subscription on the Contract be linked to an Order Product with one or more unpaidinvoice lines: If there are unpaid invoice lines linked to the order product, it may cause discrepancies in the future invoices. This is because the unpaid invoice linesmay still be pending for payment, and if they are not resolved before the amendment order is contracted, thefuture invoices may not accurately reflect the changes made in the amendment order2.

C. Having a subscription on the Contract be linked to an OrderProduct with one or more invoice lines in draft: If there are invoice lines in draft status linked to the order product, it may cause inaccuracies in the future invoices. This is because the draft invoice lines have not yet been finalized and may still besubject to changes. If these changes are not finalized before the amendment order is contracted, the future invoices may not accurately reflect thechanges made in the amendment order2.

In Salesforce Revenue Cloud, if a cash payment has been posted to the wrong account by mistake, the appropriate steps to correct this would be to first unallocate the payment if it has been allocated. This means that the payment is no longerlinked to any particular invoice or order1. Once the payment has been unallocated, a refund should be created for the incorrect payment1. After the refund has been processed, a new payment can then be created for the correct account (Account B in this case)1. This ensures that the payment is correctly associated with the right account and invoice1. References

Salesforce Revenue-Cloud-Consultant-Accredited-Professional Quiz 1