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CPQ and Billing Consultant Accredited Professional Question and Answers

CPQ and Billing Consultant Accredited Professional

Last Update Jan 14, 2026
Total Questions : 101

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Questions 1

Our customer is headquartered in the US but has operations in Germany. The German operation has CPQ installed in their own EU instance of Salesforce. Which Service Region should be defined for the European instance of CPQ in order to optimize calculation performance?

Options:

A.  

Service Region has no performance impact

B.  

North America

C.  

Japan

D.  

Europe

E.  

Australia

Discussion 0
Questions 2

A Salesforce CPQ implementation suffers from poor performance. The Revenue Cloud Consultant has implemented 90 active price rules Supporting complex pricing requirements. what tactics can a Revenue Cloud Consultant Consider to reduce the number of price rules to improve performance in this area?

Options:

A.  

Create a support case and request to increase the processing limits so that price rules perform better.

B.  

Implement lookup price rules where applicable

C.  

Implement Quote Calculator Plugin where Possible to replace price rules.

D.  

Implement triggers and Apex that behave like price rules.

E.  

Replace recursive price rule logic with nested bundles. (Choose 2 options)

Discussion 0
Questions 3

universal containers has setup a partner type custom field on the CPQ quote object in order to ensure partners receive discounts. setting the partner type on the quote should cause a recalculation because the field is an input to the product prices. how can partner type queue a new calculation for the quote?

Options:

A.  

Add the partner type field to the calculating fields field set

B.  

Refresh post install scripts

C.  

Setup a quote calculator plugin to ensure the custom field triggers

D.  

calculation Include the field in a custom metadata setting

Discussion 0
Questions 4

Choose 3 options.

What are three reasons to establish a governance structure as part of your Revenue Cloud project?

Options:

A.  

To ensure the implementation team can work independently for most of the project with little to no input from the customer

B.  

To assign more work for the customer when it comes to designing and building the Revenue Cloud solution

C.  

To get agreement on the roles and responsibilities of the implementation team and customer

D.  

To establish a communication plan between the implementation team, the customer and the work is coordinated between them

E.  

To ensure the implementation team is aligned with the customer on assigned work

Discussion 0
Questions 5

A revenue cloud customer has posted a cash payment that was created on account A by mistake. what are the steps to apply this to the correct invoice on account B?

Options:

A.  

Allocate the payment to an invoice on account B

B.  

Allocate the payment if allocated, create a refund and then create a new payment for account C. Allocate the payment if allocated and reparent the payment to account B

C.  

Set the payment status to canceled and create a new payment on account B.

Discussion 0
Questions 6

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?

Options:

A.  

Billing type

B.  

Next change date

C.  

billing account

D.  

invoice run processing status`

E.  

Billing day of month

Discussion 0
Questions 7

What does RASIC stand for?

Options:

A.  

Responsible, Actionable, Supporting, Informed, Consulted

B.  

Responsible, Actionable, Supporting, Informed, Communicate

C.  

React, Action, Support, Informed, Consulted

D.  

Responsible, Accountable, Supporting, Informed, Consulted

Discussion 0
Questions 8

What does INVEST stand for in the INVEST criteria when defining user stories?

Options:

A.  

Investable, Negotiable, Valuable, Estimable, Small, Testable

B.  

Independent, Negotiable, Valuable, Estimable, Sequential, Testable

C.  

Independent, Negotiable, Valuable, Equal, Small, Testable

D.  

Independent, Negotiable, Valuable, Estimable, Small, Testable

Discussion 0
Questions 9

Our customer is headquartered in the US but has operations in Germany. The German operation has CPQ installed in their own EU instance of salesforce.

Which service region should be defined for the Europeans instance of CPQ in order to optimize calculation performance?

Options:

A.  

North America

B.  

japan

C.  

europe

D.  

Australia

E.  

Server region has no performance impact

Discussion 0
Questions 10

Universal containers recently migrated legacy contracts and subscriptions into salesforce in order to facilitate amendments and renewals in CPQ .however ,sales user share getting the ‘attempt to de-reference a null object’ error when amending the legacy contract. what is the most likely cause for the error?

Options:

A.  

Migrated contracts and subscriptions cannot be amended using salesforce CPQ

B.  

Amendment of legacy contract and subscription data requires asset-based renewal method

C.  

Required fields are missing or incorrectly populated on the legacy contract and subscription data

D.  

Legacy subscription data are missing a lookup to a source quote line record

Discussion 0
Questions 11

Which Revenue Cloud Feature can` be customized to provide an aggregated view of the current goods and services on a contract?

Options:

A.  

Amendments

B.  

Orders

C.  

Subscriptions

D.  

Renewals

E.  

Customer Asset Life Cycle Management (CALM)

Discussion 0
Questions 12

Which topic of discussion comes first in a salesforce CPQ Scoping Session?

Options:

A.  

Business Process Mapping

B.  

Quote Document and e-signature

C.  

Order Management

D.  

Products and Bundles

Discussion 0
Questions 13

Which two steps should an implementation team take to integrate Revenue Cloud to another system? Choose 2 answers

Options:

A.  

Complete a source to target mapping of the fields that will integrate between systems

B.  

Share printed quote form with the customer to manually enter in their ERP

C.  

Load quote fields and values in a file and share that with the customer

D.  

Design an architecture view of how data integrates and flows between systems

Discussion 0
Questions 14

A revenue cloud user story states “Sales users should have the ability to create new quotes with established rate cards and account specific discounts because current customers are entitled to the pricing that was originally negotiated'' .in addition to loading data to accounts, contracts, quotes what other object will need to absorb legacy data?

Options:

A.  

Contracted Pricing

B.  

Subscription

C.  

Order Products

D.  

Entitlements

Discussion 0
Questions 15

Which three documents help a revenue cloud consultant better understand the client’s Revenue Cloud Project requirements before speaking for the first time in a scoping session?

Options:

A.  

A sample proposal the client provides to their customers

B.  

Brochures that provided detail to the products and services the client offers

C.  

The latest release notes found at help salesforce.com>salesforce CPQ patch notes

D.  

An approval matrix documentation that describe the approvals needed before a quote is sent to the customer

E.  

The clients income statements and balance sheet.

Discussion 0
Questions 16

Should Bundles be a scoping topic of discussion as part of a CPQ project?

Options:

A.  

Yes, bundle configuration is a necessary part of CPQ and it should always be implemented.

B.  

Yes, bundle Configuration should be introduced and it's up to the customer to decide whether they need it or not.

C.  

No, if the customer is not using bundle configuration currently, they won’t need it in the future.

D.  

No, it is safe to assume that the customer doesn’t need bundle configuration unless it’s brought up specifically.

Discussion 0
Questions 17

What are three fundamental principles when scoping a Revenue Cloud Project?

Options:

A.  

Alignment with customer on cpq and billing Terminology

B.  

Add new technology to the existing Process

C.  

Lead with Business Requirements and Process

D.  

Think Transformation before Customization

E.  

Interview Customer first before Knowledge Sharing with the sales team.

Discussion 0
Questions 18

What are three risks when using too many cross object formula fields in a Revenue Cloud Project?

Options:

A.  

Formula field data is not always available during CPQ quote calculation

B.  

Formula fields have unlimited access to object many relationships away which makes it vulnerable to data changes.

C.  

They are computationally Expensive.

D.  

They can easily exceed limits if not carefully designed and tested

E.  

Formula Fields are editable, after the calculation completes the sales user or process automation can overwrite its value

Discussion 0
Questions 19

After a Contract has been created and activated, what is an appropriate use of automation to support renewals? “

Options:

A.  

Renewal Quoted should be checked as early as possible, and Renewal Forecasted should be checked when the quote is due for renewal

B.  

Check both Renewal Forecasted and Renewal Quoted fields simultaneously, as soon as the contract is activated

C.  

Check both Renewal Forecasted and Renewal Quoted fields simultaneously, closest to the renewal date

D.  

Renewal Forecasted should be checked as early as possible, and Renewal Quoted should be checked near Contract End Date

Discussion 0
Questions 20

A revenue cloud user story states “Sales users should have the ability to create new quotes with established rate cards and account specific discounts because current customers are entitled to the pricing that was originally negotiated'' .in addition to loading data to accounts, contracts, quotes what other object will need to absorb legacy data?

Options:

A.  

Contracted Pricing

B.  

order products

C.  

entitlements

D.  

Subscription

Discussion 0
Questions 21

What does the ‘safe harbor’ slide at the beginning of every salesforce presentation means?

Options:

A.  

roadmap capability will be released exactly as they are demonstrated

B.  

new release capabilities will not have impact to existing implementations

C.  

anything presented from salesforce must be kept confidential

D.  

mergers and acquisitions integrations are immediate

E.  

You and or your customer are making scoping, design, planning, purchasing making decisions based on current and available capabilities.

Discussion 0
Questions 22

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?

Options:

A.  

Always

B.  

Save

C.  

Load and Edit

D.  

Load.

Discussion 0
Questions 23

A revenue cloud user story for a subscription-based company looking to replace their legacy system states “as a pricing manager ,bulk discounts will include previously purchased quantities for pricing calculations on the quote in order to reward loyal customers.

what should be included in the design of this solution?

Options:

A.  

Contracts, subscriptions and assets should be populated with historical data

B.  

custom action to retrieve purchased quantities from an external source

C.  

Discount schedules with cross orders checked

D.  

use a summary variable targeting the subscription object with a price rule

E.  

Legacy orders and invoice should be migrated

Discussion 0
Questions 24

Which is the correct sequence of evaluation events for a Price Rule, QuoteCalculator Plugin (QCP) and CPQ Package Pricing Engine?

Options:

A.  

Internal Initialization -> On Initialization -> Before Calculate -> Calculate Quantities ->»On Calculate -> Price Waterfall Calculation -> After Calculate -> Calculate Formulas

B.  

Internal Initialization -> Calculate Formulas -> Calculate Quantities -> On Initialization ->Before Calculate -> On Calculate -> Price Waterfall Calculation -> After Calculate

C.  

Internal Initialization -> Calculate Formulas -> Calculate Quantities -> Price Water fall Calculation ->On Initialization -> Before Calculate -> On Calculate -> After Calculate

D.  

On Initialization -> Before Calculate -> On Calculate -> After Calculate -> Internal Initialization -> Calculate Formulas ->» Calculate Quantities -> Price Waterfall Calculation

E.  

Internal Initialization -> On Initialization -> Calculate Formulas -> Before Calculate -> calculate Quantities -> On Calculate -> Price Waterfall Calculation -> After Calculate

Discussion 0
Questions 25

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?

Options:

A.  

Recommend using a single automation type for best Performance.

B.  

Recommend to enable the CPQ Package Setting for “Large Quote Threshold” to an appropriate value in order to prevent future performance issues.

C.  

Recommend continued use of multiple automation types where Revenue Cloud capabilities cannot address the business requirements

D.  

Recommend the current automations are appropriate, optimize further if necessary.

Discussion 0
Questions 26

what are the 3 common CPQ design mistakes to avoid while implementing CPQ for your customer?

Options:

A.  

using price book entries to handle attribute based variations instead of lookup price rules designing the product cata-log with SKU rationalization in mind

B.  

Creating process builders and flows to pass data between fields instead of using twin field mapping

C.  

Writing customizations for product selection or validation instead of using option constraints, product rules, and bundles.

D.  

documenting logical architecture diagrams for data flow between systems

Discussion 0
Questions 27

Which corrective action should an admin take after noticing an error on a posted invoice?

Options:

A.  

Cancel and rebill, correct the order, create and post a new invoice.

B.  

Change the status from Posted to draft on the invoice, correct the invoicing error and repost it

C.  

Delete the invoice record, correct the order, create and Post a new invoice

D.  

credit the invoice, correct the order, create and post a new invoice

Discussion 0
Questions 28

Which corrective action should an admin take after noticing an error on a posted invoice?

Options:

A.  

Cancel and rebill, correct the order, create and post a new invoice.

B.  

Change the status from Posted to draft on the invoice, correct the invoicing error and repost it

C.  

Delete the invoice record, correct the order, create and Post a new invoice

D.  

credit the invoice, correct the order, create and post a new invoice

Discussion 0
Questions 29

An escalation on a Revenue Cloud Project happens, which role is primarily responsible for project success?

Options:

A.  

Technical Architect

B.  

Project Manager

C.  

Customer Success Manager

D.  

Developer

E.  

Solution Architect

Discussion 0
Questions 30

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?

Options:

A.  

Communication to the customer ongoing adjustment can be made as long as we're in the build phase.

B.  

Implement the lookup price rules immediately then review with the solution Architect.

C.  

Communicate these changes to the project manager who will evaluate the impact to scope, timeline and budget them determine the next course of action

D.  

Consult with the solution Architect first who will expedite the updates to the design documents, then implement the changes immediately.

E.  

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.

Discussion 0