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| Section | Objectives |
|---|---|
| Topic 1: Quote and Order Management | - Order creation and lifecycle management - Quote generation and approval workflows |
| Topic 2: Billing and Invoicing | - Billing schedules and invoice generation - Usage-based and subscription billing models |
| Topic 3: CPQ Configuration | - Pricing rules and discounting mechanisms - Product catalog setup and configuration |
| Topic 4: Integration and Data Management | - Data flows and system synchronization - CPQ and Billing integration with Salesforce ecosystem |
| Topic 5: Product and Pricing Setup | - Product bundling and options - Price books and pricing methods |
| Topic 6: Amendments and Renewals | - Renewal management processes - Contract amendments and upgrades |
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NEW QUESTION # 65
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?
Answer: B
NEW QUESTION # 66
Should Bundles be a scoping topic of discussion as part of a CPQ project?
Answer: D
Explanation:
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. Reference Learn About Configuration in the Sales Process - Trailhead Product Bundles in Salesforce CPQ - SkyPlanner
NEW QUESTION # 67
A revenue cloud user story for a subscription-based company looking to replace theirlegacy system states "as a pricing manager,bulk discounts will include previouslypurchased quantities for pricing calculations on thequote inorder to reward loyal customers. What should be included in the design of this solution?
Answer: B,D
Explanation:
Salesforce Revenue Cloud, part of the Salesforce Customer 360 Platform, unites Configure, Price, and Quote (CPQ), Billing, Partner Relationship Management, and B2B Commerce functionality1. It aims to help businesses better manage their revenue streams, enhance forecasting capabilities, improve efficiencies, and accelerate growth across all sales channels1.
In the context of the user story, the company wants toreward loyal customers by including previously purchased quantities in pricing calculations on the quote. This can be achieved by using discount schedules with cross orders checked2.
Discount schedules in Salesforce Revenue Cloud allow businesses to implement dynamic pricingstrategies with rules that trigger changes when specified products are on a quote2. By checking cross orders,the system can consider the quantities of a product that a customer has purchased across multiple orders when applying bulk discounts2. This way, the more a customer purchases over time, the greater the discounts they can receive, thereby rewarding their loyalty2.
Reference
Salesforce Revenue Cloud
Understanding Salesforce Revenue Cloud
NEW QUESTION # 68
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?
Answer: A
NEW QUESTION # 69
How can a Revenue Cloud Consultant create a new payment Method for a credit card that will be saved for future Payments?
Answer: A
Explanation:
To save a new credit card Payment Method for future payments, the correct Salesforce Billing process is:
Correct documented methodFrom the Account Page:
Go to the Payment Methods related list
Click New Payment Method - Credit Card
Enter card details
Card is tokenized (via Payment Gateway)
Saved for future payments
This is exactly what option D describes.
Why the other answers are incorrectOption
Why Incorrect
A . Tokenize button
Outdated UI/legacy workflow; new UI and gateways tokenize automatically.
B . Payment credit cards related list
Not the standard Billing object structure; Salesforce Billing uses Payment Method object, not "Payment Credit Card".
C . Enter card details + encryption
PCI does not allow storing full credit card numbers in Salesforce even with Platform Encryption - credit cards must be tokenized via gateway, not stored directly.
Therefore:
The only correct Salesforce Billing approach is D.
NEW QUESTION # 70
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