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| Section | Objectives |
|---|---|
| Topic 1: Integration and Data Management | - Data flows and system synchronization - CPQ and Billing integration with Salesforce ecosystem |
| Topic 2: Quote and Order Management | - Quote generation and approval workflows - Order creation and lifecycle management |
| Topic 3: CPQ Configuration | - Pricing rules and discounting mechanisms - Product catalog setup and configuration |
| Topic 4: Product and Pricing Setup | - Product bundling and options - Price books and pricing methods |
| Topic 5: Billing and Invoicing | - Usage-based and subscription billing models - Billing schedules and invoice generation |
| Topic 6: Amendments and Renewals | - Renewal management processes - Contract amendments and upgrades |
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NEW QUESTION # 69
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 pipelinereports.
Annual revenue is currently captured in the field ARR c on the SBQQ QuoteLine c Object.Which is the most efficient solution.
Answer: D
Explanation:
Universal Containers wants:
ARR__c on Opportunity Line Item (Opportunity Product)
But ARR is currently on SBQQ__QuoteLine__c
They want ARR captured in pipeline reports without adding automation.
Salesforce CPQ Behavior:During Quote → Opportunity sync, CPQ automatically maps fields only if:
The same API name exists on both objects
The field types match
The field-level security is correct
If these conditions are met, CPQ automatically handles field synchronization.
Therefore:
✔ C. Create ARR__c on Opportunity Line Item with matching field configurationThis leverages native CPQ field mapping, requires zero automation, and is the recommended Salesforce approach.
Why the other options are incorrect:Option
Why Incorrect
A . Price Rule to copy value
Price rules do not run on Opportunity Products; rules run only on Quote Line Editor.
B . Flow
Extra overhead and maintenance-unnecessary when CPQ already supports native field sync.
D . Cross-object formula
Opportunity Line Item cannot reference Quote Line fields (different object trees). Salesforce prevents this.
Thus, C is the only correct and efficient solution.
NEW QUESTION # 70
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?
Answer: A
NEW QUESTION # 71
A CPQ admin wants to improve the performance of Salesforce CPQ so that sales reps can quickly generate and send quotes. Which three steps can an admin take to improve the performance of CPQ?
Answer: B,C,E
Explanation:
To improve the performance of Salesforce CPQ, enabling sales reps to quickly generate and send quotes, an admin can undertake the following steps:
C . Ensure Salesforce CPQ is upgraded to the latest release: Keeping the CPQ software up to date ensures that users benefit from the latest performance enhancements and bug fixes, which can significantly improve the overall efficiency of the system.
D . Reuse referenced fields across the UI and rules: By reusing fields and minimizing the number of unique calculations or data fetch operations, system load is reduced, which can improve response times and overall performance.
E . Rules that have a narrower evaluation scope will lead to better performance:Configuring rules to operate within a narrower scope means that fewer calculations are necessary during each transaction, which speeds up the quote generation process.
These steps are aligned with best practices in system optimization, focusing on maintaining up-to-date software, efficient use of system resources, and strategic rule configuration to enhance performance.
NEW QUESTION # 72
What is the most Scalable way to set the legal Entity on the Order Product and Order Product Consumption Schedule?
Answer: B
Explanation:
Setting Legal Entity on:
Order Product
Order Product Consumption Schedule
Must be scalable, bulk-safe, and future-proof.
The most performant and Salesforce-recommended approach is:
No additional DML required
Runs before insert and update
Bulk-safe
Better performance than Workflow or Process Builder
No need to use QCP, which only affects Quotes-not Orders or Schedules
✔ Before-Save Flow (Record-Triggered Flow)Thus D is correct.
NEW QUESTION # 73
What are three reasons why you would need an AppExchange Solution tosupportgenerating a Document in support of a Revenue Cloud Project?
Answer: A,C,E
Explanation:
These are three features that are not natively supported by Salesforce Revenue Cloud, but can be added by using an AppExchange Solution.
Contract Redlining: This is the process of comparing and editing different versions of a contract document,usually with track changes and comments. This can help to negotiate and finalize the terms and conditions of a contract with customers or partners. 1 Electronic Signature: This is the digital equivalent of a handwritten signature, which can be used to sign and validate a contract document electronically. This can help to speed up the contract approval process and reduce paper usage. 2 Attachments: This is the ability to add additional files or documents to a contract document, such as supporting evidence, product specifications, or legal disclosures. This can help to provide more information and clarity to the contract parties. 3 Reference:
1: This article explains the benefits and challenges of contract redlining and how to use an AppExchange Solution to enable it in Salesforce.
2: This article explains the benefits and best practices of electronic signature and how to use an AppExchange Solution to integrate it with Salesforce.
3: This article explains how to use an AppExchange Solution to add attachments to a contract document in Salesforce.
NEW QUESTION # 74
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