RV AP Review

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 sandbox 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

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". Invoice 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". Invoice lines will be created only for Invoices after Hold Billing was set to "Yes".

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, 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 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