Rev Cloud 2

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?. OmniStudio Document Generation. Document Builder. Salesforce Contracts Connector for Word.

After a quote is created from amending a bundle asset, a user unselects a bundle component inside the configurator and saves and exits to land in the quote line items (Transaction Line Editor or TLE) view. How will the user be able to identify the unselected bundle component?. It will show a red cancel tag against the product that was unselected, and the quantity will be -1. The line item status field will show 'Canceled', and the quantity will be -1 for the unselected component. No line items will be displayed that correspond to the unselected component.

A Revenue Cloud Consultant is preparing to enable multi-currency in an organization that already has active pricing procedures linked to predefined Salesforce Pricing decision tables. The consultant notices that the Currency field is not available to select within the pricing procedure. What should the consultant do to resolve this?. Clone the pricing procedure and create a new decision table with the Currency field. Link the new table to the cloned procedure and swap it into the setup to maintain continuity. Enable multi-currency in their org, then wait a few minutes for the Currency field to become available for use in the pricing procedure and related decision tables. Deactivate the pricing procedure and the associated decision table, then enable multi-currency and add the Currency field to the decision table before reactivating them.

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 defined, 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?. 15. 6. 8.

A business requirement for a Revenue Cloud project identifies the need for a contract agreement to hide and show clauses based on Account-specific fields dynamically. Which token should the implementation consultant use on the document template to show the appropriate clauses at runtime?. Repeating content tokens. Conditional evaluation tokens. Variable tokens.

A solution architect notices that a complex product bundle uses multiple nested Constraint Modeling Language (CML) rules to enforce constraints during product configuration. Users report long load times when adding options to the bundle. What should the architect do to improve configuration performance and ensure quotes remain technically and commercially viable?. Refactor and simplify CML constraints to reduce runtime complexity. Disable constraint rules during configuration and validate selections after deployment. Replace CML entirely with Apex triggers to enforce constraints at quote submission.

What should business stakeholders and product owners do to ensure a successful discovery and design phase in a Revenue Cloud project?. Review all available APIs on the Revenue Cloud Developer Guide. Review and map customer challenges to Revenue Cloud features. Create a list of key challenges and success metrics for the project.

A Revenue Cloud Consultant wants to restrict the ability to cancel subscriptions via the cancel button in the Account > Managed Assets view. The consultant wants to ensure that only a select group of super users has access to this functionality. Which change does the consultant need to apply for this requirement?. Inactivate the Amend, Renew, and Cancel Assets screen flow for users who should not have access to the cancel button. Modify the Managed Asset Viewer page layout for users who should not have access to the cancel button. Unassign InitiateCancellation API permission for users who should not have access to the cancel button.

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?. Modify Contract in Microsoft 365 editor. Import Contract. Generate Contract from a Template.

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?. Attribute categories are randomly displayed and can vary by the instances of product configurator launched. Attribute categories are displayed in alphabetical order, with Uncategorized displayed at the end. Attribute categories are displayed based on the sequence defined on the attribute category records, with Uncategorized displayed at the end.

A project is moving from the design phase to the build phase. What should a Revenue Cloud Consultant do to ensure a successful build cycle?. Write user stories, have user workshops to confirm requirements, and build test use cases. Build in the production environment, let users test it live, and provide feedback in real time. Set up environments for development, testing, and production, and choose a deployment tool.

A high-tech company offers cloud storage services and wants to define different rates for API calls based on customers' usage patterns. How should a consultant set up this requirement?. Use tier rate entries. Use base card entries. Use attribute rate entries.

When activating an order with a contract attached, the Revenue Cloud sales rep notices that the contract does not have the attached assets. What caused this to happen?. The Contract does not have the Revenue Lifecycle Management record attached to it, so the system does not automatically create the Asset Contract Relationship records. The Asset Contract Relationship toggle is not active in the Setup → Revenue Settings → Automatically create Asset Contract Relationship. The sales rep did not manually create the Asset Contract Relationship object in order for the Contract to be linked to the Assets.

During a Revenue Cloud project, how should the team align stakeholders and roles to ensure a successful implementation?. Choose one champion per team, engage stakeholders mainly during build and test,and map roles later. Identify champions and power users early, plan cross-team dependencies, and map roles to all project phases. Assign power users only for testing, review dependencies at deployment, and limit role mapping to technical phases.

A Revenue Cloud Consultant needs to deploy a custom decision table into a staging sandbox. What is the correct sequence of activities required for this deployment?. Deploy the custom object and decision table into the staging sandbox. 2. Map the decision table in the default pricing recipe. 3. Refresh the decision table or sync Pricing. Deploy the decision table into the staging sandbox. 2. Map the decision table in the default pricing recipe. 3. Import the data for the decision table, then refresh the decision table. Deploy the custom object and decision table into the staging sandbox. 2. Map the decision table in the default pricing recipe. 3. Import the data for the custom object, then sync Pricing.

Which valid actions can a consultant perform on a standard context definition?. Copy & Edit. Extend & Clone. Deactivate & Edit.

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 customizations that were made. What should the consultant do to achieve this?. Upgrade SalesTransactionContext. Extend SalesTransactionContext. Clone SalesTransactionContext.

When a sales user is amending assets, the amendment quote does not have a contract populated. What is the reason?. The Amendment operation has been started after Renewal. The Amendment operation has been started from the Contract. The Amendment operation has been started from the Account.

Sales users at a company do not want to select a catalog every time they choose products from Product Discovery because they only have one catalog. What should a consultant do to ease the sales users’ experience using out-of-the-box capabilities?. Customize the Product Discovery flow. Skip creating catalogs and use Product records directly. Select default catalog under Product Discovery Settings.

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?. 1,800. 9,500. 9,900.

A Revenue Cloud Consultant manages a product catalog that serves multiple regions and customer segments. The team wants to dynamically control which products are visible to specific users based on criteria like region, industry, or customer type. What is the recommended approach?. Use multiple price book entries and assign different price books to users based on region. Use qualification rules to control product visibility based on business criteria. Create separate catalogs and categories for each customer segment.

A sales rep adds a bundle product from the Browse Catalog and saves it to their quote. They are unable to configure the Bundle from the Transaction Line Table or Browse Catalog. Which permission is the sales rep missing?. Advanced Configurator Designer. Product Configurator. Product Configuration Rules User.

A Revenue Cloud Consultant needs to add clauses to a Master Subscription Agreement (MSA) document template. The consultant already has the DocGen Designer and Clause Designer User permission sets assigned. Which additional permission set assignment does the consultant need to begin building this document template?. Microsoft 365 Word Designer. Obligation Assignee. OmniStudio Admin.

A cloud storage company offers a subscription service where customers pay a base platform fee plus charges based on the amount of data they consume (measured in gigabytes per month). The company is launching a new, more complex Enterprise tier that includes different rates for storage, data transfer, and API calls with prices that decrease as usage volume increases (tiered pricing). The company needs an automated solution to manage the entire lifecycle of its consumption-based products. How should a solution architect use Revenue Cloud to solve the company’s challenges with selling and managing its consumption-based products?. By using Usage Management to automatically ingest, aggregate, and rate consumption data against the products and pricing schedules defined in the Salesforce Product Catalog. By building a custom solution with Apex and custom objects to store raw usage data and run complex batch jobs to calculate the monthly charges for each customer. By leveraging Digital Wallet Management Consumption to sell usage products, manage the lifecycle and rate cards for each usage product, and track product draw downs over time.

A streaming service company is implementing Revenue Cloud. The company strives to provide fast, reliable, and high-quality streaming services. It’s running a promotion for new customers for a 100% discount on the first month of service. Also, streaming costs go up every year, and the company would like to be transparent about this with its customers during the sales cycle, as its minimum contract length is 36 months. How should the Revenue Cloud Consultant meet this requirement?. Enable Ramp Deals. Configure Product Ramp Segment with Segment Type of Free Trial and Yearly. Associate both of these segment types to the product. Enable Ramp Deals. Configure Product Ramp Segment with Segment Type of Free Trial and Monthly. Associate both of these segment types to the product. Enable Ramp Deals. Configure Product Ramp Segment with Segment Type of Free Trial and Custom. Associate both of these segment types to the product.

A company is experiencing delays in the order installation process due to missing information. Installation information is needed before the order is submitted to the back-office systems for fulfillment. The company must ensure this information is included on all orders to enable the order installation team to complete their task without delay. What should a Revenue Cloud Consultant recommend to solve this issue?. Create a commercial product called Installation to provide all the details needed for installation. Create a description field on the Products to provide all the details needed for installation. Create technical products to provide all the details needed for installation.

A Revenue Cloud Consultant is setting up a new product in the product catalog. The consultant already created a Product Classification and a set of Product Attributes, but the attributes are not appearing when viewing the product in the workspace. What is the cause of this error?. The consultant did not activate the attribute group in the Product Workspace. The consultant did not assign the attributes to the Product Classification. The consultant forgot to publish the product in the product catalog.

A consultant is creating a decision table using a predefined template for product eligibility and availability. Which object types can the consultant use as evaluation criteria during product selection?. Product Relationship or Product Attribute. Product Price Book or Product Schedule. Product Qualification or Product Category Qualification.

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?. The user must have the Customize Application permission enabled on their profile to view the Assets on Accounts. The products must be configured as assetizable, and the createOrUpdateAssetFromOrder flow action should be triggered. The Asset viewer must have a Salesforce CPQ Plus license assigned to access the Asset-related objects.

A company is using Revenue Cloud and has noticed that a lot of change requests happen after the customer accepts the Quote and the Order is created and activated. Many times, customers request to increase or decrease the quantities. Order managers would like to be able to change the Order after it has been activated and before it has been fulfilled completely. Which out-of-the-box permission set should be assigned to the Order Managers to help them with In-Flight Order changes?. Place Change Order. Place Supplemental Order. Place Superseded Order.

A user quotes a product and ramps it with three custom ramp segments. The first segment starts on January 1, 2025, and lasts for 6 months. The second segment’s term is 12 months, and the last segment’s term is 6 months. After the quote is ordered, which Asset and Asset State Period records are generated, and with what dates for this quote line?. One Asset record, with three Asset State Periods of the following dates: 1. 1st Jan 2025 to 30th Jun 2025 2. 1st Jan 2025 to 30th Jun 2026 3. 1st Jan 2025 to 31st Dec 2026. One Asset record, with three Asset State Periods of the following dates: 1. 1st Jan 2025 to 30th Jun 2025 2. 1st Jul 2025 to 30th Jun 2026 3. 1st Jul 2026 to 31st Dec 2026. Three Asset records, with three Asset State Periods on each Asset record with the following dates: 1. 1st Jan 2025 to 30th Jun 2025 2. 1st Jul 2025 to 30th Jun 2026 3. 1st Jul 2026 to 31st Dec 2026.

A Contract Lifecycle Management (CLM) consultant needs to create a report on Clauses using record type to capture the metadata for clauses and sections within documents. The consultant plans to add relevant fields from the related records, such as contracts, clauses, and clause sets, to customize the report layout. Then, the consultant will build a report using this custom report type for a detailed analysis of the clause metadata in the contracts. Which object should the consultant use to create this report?. Document Authored Content. Document Template. Document Clause.

Universal Containers (UC) sells various smartphone models within its Apex series. The company currently creates individual decomposition rules in the Dynamic Revenue Orchestrator (DRO) for each distinct model. UC wants to apply a single, standardized decomposition rule across all similar Apex series phones to simplify maintenance and ensure consistency. Which strategic Product Catalog Management approach should UC utilize in its Salesforce Revenue Cloud setup to enable the creation of a single ecomposition rule for a set of similar products?. Product Catalog. Product Attributes. Product Classification.

A company utilizes a robust order fulfillment system. A critical step in the process, a manual review, is designed to take up to 60 minutes to complete. To ensure proactive management and prevent potential Service Level Agreement (SLA) breaches, the company configures its system to trigger an alert if the task hasn't been completed 15 minutes before its scheduled end. Based on this scenario, which key parameters were configured in the company's Dynamic Revenue Orchestrator (DRC) system to manage this SLA?. Completion Deadline and Warning Interval. Estimated Duration and Jeopardy Threshold. Task Priority and Escalation Rule.

A customer owned an asset for 2 years, from January 1, 2024, through December 31, 2025. The customer missed the January 1, 2026, renewal. However, the customer wants to renew again beginning February 1, 2026. What is the recommended approach?. Add the same Asset as new line on Renewal quote with a start date of February 1, 2026. Start a new initial sale with the same asset with a start date of February 1, 2026. Use Override Renewal Term and provide the start date of February 1, 2026.

A customer would like to begin implementing Revenue Cloud to better manage their company's selling, fulfilling, and financial processing. Which strategy should the company use for a successful Revenue Cloud implementation?. Prioritize the setup of developer tools like IDX Workbench and Postman, and focus primarily on custom Apex and Lightning Web Component development to meet unique business needs. Assemble a team with expertise in Quote-to-Cash processes, create a phased plan covering core setup, and scoping for activities such as data migration and customization. Immediately enable all Revenue Settings, create all user profiles, and assign all recommended permission sets to the System Administrator to accelerate the technical configuration.

A Revenue Cloud Consultant confirmed that a user has the correct permissions and license access to view and amend assets in Revenue Cloud. However, when the user navigates to the Account page, they do not see any assets available for amendment, even though active assets exist. What is the reason the user cannot see the assets?. The consultant needs to set up the Amend, Renew, and Cancel flow to allow amendments and renewals. The asset records have expired and, as a result, are no longer displayed on the Account page. The Managed Asset Viewer component and the Asset related list are missing from the Account page layout.

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?. One Asset Action and one Asset State Period. One Asset Action and three Asset State Periods. Three Asset Actions and three Asset State Periods.

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?. 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. 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. 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.

A solution is being designed for migrating a customer's install base to Revenue Cloud. The customer states that it is extremely critical for the installed base to work fine in Revenue Cloud so that there is no business disruption, as a large part of their business is Amendments and Renewals. Apart from the Product, Product Selling Model, and Pricebook, which other key objects should be included in the discovery to help design this migration?. Asset, Asset Action, Asset State Period, Asset Action Source. Asset, Subscription, Subscribed Asset, Order. Quote, Quote Line, Order, Order Product.

A sales rep needs to renew multiple assets acquired at different times with varying expiration dates. When the sales rep selects multiple assets for renewal, they notice that some of the assets have expired. What should the sales rep do to renew all of the assets?. Update the End Dates on the assets to the current dates, then renew. Use the Amend option, override the Term, then renew. Use the Override Renewal Term option, then renew.

A hardware company sells bundles that consist of commercial products. All products are required to be shipped, and they have a corresponding technical product called ‘Shipping Service’. For some of the company’s customers, multiple instances of fulfillment products are generated. The fulfillment designer does not want to ship each of those commercial products separately. What should the Decomposition Scope be for all these products to allow all products to ship together?. Order. Account. Bundle.

Universal Containers (UC) created a custom formula field called Annual Contract Value on the Asset object. UC wants this field visible during asset selection for amendment/renewal. How should a consultant enable this behavior?. Modify the Managed Asset Viewer component on the Lightning page. Modify the Asset related list on Page Layou. Modify the screen flows in the amend, renew, and cancel flow.

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?. Revenue Lifecycle Management. Revenue Management Intelligence. Pricing Operations Console.

Universal Containers (UC) sells complex Enterprise Connectivity Suites made up of physical hardware, cloud software, and services. Each component demands a unique fulfillment process, but UC’s current system’s uniform order treatment leads to delays and errors in tailored delivery. UC needs to break down these complex orders, apply custom fulfillment plans for each distinct product, and ensure a tailored delivery experience. Which Revenue Cloud capability should solve UC’s problems with accurate order fulfillment?. Product Configurator. Salesforce Experience Cloud for customer portals. Dynamic Revenue Orchestrator (DRO).

A customer is delinquent on their payments. How should a Revenue Cloud Consultant stop invoicing the customer’s account?. Assign themselves the Billing Administrator permission set, go to the customer’s account, and use the Suspend Billing button. Assign themselves the Billing Operations User permission set, go to the customer’s account, and delete their related pending invoices. Assign themselves the Billing Administrator permission set, navigate to Scheduled Jobs, and delete the invoice scheduler’s scheduled jobs.

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?. 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. 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. 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.

A company uses Revenue Cloud to sell complex product bundles that include subscriptions, add-ons, and optional services. Sales reps sometimes accidentally select incompatible options, leading to errors and rework downstream. A Revenue Cloud Consultant needs to ensure that sales users can only select valid product combinations during configuration, minimizing errors and improving the sales experience. Which solution should the consultant implement?. Use validation rules on the Quote object to prevent saving invalid product combinations after configuration is complete. Implement Constraint Rules in the Product Configurator to enforce compatibility between products during configuration. Rely on automated flow processes during quote approval to catch incompatible product selections before finalizing.

An issue is reported during User Acceptance Testing (UAT). Which initial steps should the implementation team take to ensure efficient resolution and proper resource allocation?. Conduct root cause analysis for the issue to determine if it’s a legitimate defect, a user training gap, or a new feature request, then route it to the appropriate team. Assume it is a legitimate defect and assign any identified issue directly to the development team so they can fix and deploy the solution. Prioritize the issue based solely on its impact on project timelines, fixing any issue that is easy to fix and deferring any deep investigation into its root cause.

After activating an order for a usage-based analytics subscription, a billing specialist wants to confirm that the system has generated the necessary components to support usage tracking, entitlement enforcement, and billing readiness. Which set of records is created automatically as part of the usage management process?. Product Consumption Summary, Rate Adjustment Entry, Billing Event. Asset, Entitlement Policy, Wallet. Usage Entitlement Account, Usage Entitlement Bucket, Wallet.

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?. Create a custom decision table that stores product and region availability data. Modify the out-of-the-box decision table for ProductQualification and Qualification Rule Procedures. Create a separate price book per customer region and use it in quote or order.

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?. Persistence. Association. Hydration.

The billing administrator at Universal Containers noticed that when a new order is activated in Salesforce Billing, a Billing Schedule Group (BSG) and an initial Billing Schedule (BS) are automatically created. Later, when the order is amended to add more product quantity, new BSs are generated, but the original BSG remains active. What is the correct understanding of how BSGs and BSs work in this scenario?. A BSG is used only for reporting; BSs are unrelated to order activity. A BSG groups related BSs under a single order product, even across amendments. BSs are manually created, while BSGs are optional.

A Revenue Cloud Consultant is configuring Invoice Management for a multinational 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?. Billing Profile. Legal Entity. Billing Schedule Group.

During a transaction, which capability does the Transaction Line Editor provide?. Auto-Save Changes. Drag to Sort. Filtering.

A product administrator is tasked with creating a Work Anywhere software bundle that has two components. The first component is a VPN license product with a quantity of five (defaulted and cannot be changed). If a customer purchases two instances of the bundle, then it will provide ten VPN licenses. The second component is a classroom training product that the customer will receive only once, regardless of how many bundles are purchased, and the price is included in the bundle's price. What should the product administrator set for the quantity scaling method for each of the bundle components?. VPN License = Proportional, Classroom Training = None. VPN License = None, Classroom Training = Proportional. VPN License = Proportional, Classroom Training = Constant.

Which statement is accurate regarding how products can be modeled and sold?. Simple products always require at least one child component to be added before they can be sold. Customers can choose different attributes at the time of quoting for a static product. A configurable bundled product allows users to customize components and attributes.

A Billing Operations user needs to capture customer credits during negative amends and cancellations to represent a negative invoice balance. This information will be reused later for settling invoices before processing payments. Which Revenue Cloud capability should the Billing Operations user use to do this?. Debit Memo. Cash Memo. Credit Memo.

A solution architect is leading a discovery session for a complex B2B company. The architect needs to align the product catalog structure to meet stakeholder needs. Each line of business has its own bundling logic, selling models, and approval requirements, but the executive team wants a unified catalog to support reuse, governance, and cross-selling. What should the solution architect do during the session to make sure the product catalog structure aligns with business needs?. Lead with a shared catalog with reusable components, attributes, and selling models tailored per business need. Prioritize stakeholder preferences for custom bundles so each bundle independently supports different business units. Design multiple catalogs for each business unit to isolate business logic and reduce dependencies.

A Revenue Cloud Consultant needs to identify and capture the latest active Contract to which an Asset belongs. Which build steps should the consultant take to meet their goal?. Build a Contract lookup field on Asset. Build a record-triggered flow to traverse all the related Contracts of the Account to which the Asset belongs. Then take the latest active Contract and update Asset's new Contract lookup field with its record ID. Build a Contract lookup field on Asset. Create a ContractId tag in context definition for Assets and map the ContractId tag to this new Asset Contract lookup field. Update the OrderToAsset context definition to map Order's ContractId tag to Asset's ContractId tag. Build a Contract lookup field on Asset. Upon Asset update, use automation to find the latest dated Asset Contract Relationship record of the Asset and copy its ContractId into this lookup field.