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Salesforce Certified Revenue Cloud Consultant Question and Answers

Salesforce Certified Revenue Cloud Consultant

Last Update Dec 15, 2025
Total Questions : 163

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Questions 1

Universal Containers sells customizable laptops. A fulfillment designer needs to ensure that selected specifications (for example, RAM, SSD) from the commercial laptop product are correctly transferred to its technical product components during decomposition for accurate fulfillment.

Which mechanism should the fulfillment designer use to transfer the technical product components?

Options:

A.  

Quote Line Mapping

B.  

Field & Attributes Mapping

C.  

Decomposition Execution Rules

Discussion 0
Questions 2

A large enterprise company offers flexible options for customers to lease or buy products. Before implementing Revenue Cloud, the company had a large product catalog to ensure that each product could be associated with the correct price to support both lease and buy use cases.

Which Revenue Cloud feature should help the company rationalize its product catalog?

Options:

A.  

Product selling model and product selling model option

B.  

Commercial products and Technical products

C.  

Multiple price books and associated price book entries

Discussion 0
Questions 3

A sales user is trying to add products to a Quote using Product Discovery via Browse Catalog in Revenue Cloud. However, they are unable to see the products they are looking to add. What is the reason for this issue?

Options:

A.  

The products are not associated with an active price book entry that belongs to the price book selected on the Quote

B.  

The sales user profile does not have the "View All" on Product2 object permission, allowing users to have access to all the Products

C.  

The Product Discovery component on the Quote Layout is misconfigured or hidden and unable to be accessed on Lightning page

Discussion 0
Questions 4

A streaming service company is implementing Revenue Cloud. The company strives to provide fast, reliable, high-quality streaming services. It is running a promotion for new customers offering a 100% discount on the first month. Streaming costs increase yearly, and the company wants to clearly show customers these price changes during the sales cycle. The minimum contract term is 36 months.

How should the Revenue Cloud Consultant meet this requirement?

Options:

A.  

Enable Ramp Deals. Configure Product Ramp Segment with Segment Type of Free Trial and Monthly. Associate both segment types to the product.

B.  

Enable Ramp Deals. Configure Product Ramp Segment with Segment Type of Free Trial and Yearly. Associate both segment types to the product.

C.  

Enable Ramp Deals. Configure Product Ramp Segment with Segment Type of Free Trial and Custom. Associate both segment types to the product.

Discussion 0
Questions 5

A Global System Integrator (GSI) provides consulting services by offering a variety of roles and skills based on the needs of the customers. The GSI has a global workforce of 30,000 consultants with expertise in many different technologies.

Currently, the GSI uses standard Salesforce functionality to quote using Opportunities, Quotes, and Pricebooks. As its consultants have so many different roles and skills, it maintains a large product catalog with upward of a million SKUs. A new product is created each time a new skill is added.

How should the GSI use Revenue Cloud to solve its SKU proliferation issue?

Options:

A.  

Use Product Category to rationalize the product catalog.

B.  

Use Product Attributes to rationalize the product catalog.

C.  

Use Product Classification to rationalize the product catalog.

Discussion 0
Questions 6

A sales rep needs to renew multiple assets acquired at different times with different expiration dates. When selecting multiple assets for renewal, some assets have already expired.

What should the sales rep do to renew all of the assets?

Options:

A.  

Update the End Dates on the assets to the current dates, then renew.

B.  

Use the Amend option, override the Term, then renew.

C.  

Use the Override Renewal Term option, then renew.

Discussion 0
Questions 7

A Revenue Cloud Consultant needs to verify that the calculated prices on a quote match the pricing logic defined in the pricing procedure. The consultant has already reviewed the procedure steps and quote lines but suspects that a custom pricing script may be affecting the results.

What should the consultant do to trace the sequence of pricing actions and adjustments applied during quote calculation?

Options:

A.  

Check the Pricing Operations Console.

B.  

Check the Revenue Transaction Logs.

C.  

Check the Pricing Debug Mode Output.

Discussion 0
Questions 8

A sales rep needs to renew multiple assets. Some assets will be renewed at the same prices, so negotiations are unnecessary and the rep can directly create a renewal order. Some assets need to be renewed at higher prices, so the rep needs to create a quote for negotiation. When the sales rep starts the renewal process, they are not able to choose whether to create a quote or an order.

How should a Revenue Cloud Consultant address the sales rep's issue?

Options:

A.  

Customize the Manage Asset component to allow renewal quote and order creation.

B.  

Override the standard Salesforce flow to allow renewal quote and order creation.

C.  

Change the Revenue Cloud settings to allow renewal quote and order creation.

Discussion 0
Questions 9

A Salesforce Consultant duplicated the amend, renew, and cancel Salesforce flow to customize it, allowing users to attach an existing Opportunity when clicking “Amend,” “Renew,” or “Cancel” on the Manage Asset Viewer. The new flow has been activated, but when users click any of the buttons, the original behavior still occurs.

Which step did the consultant likely miss?

Options:

A.  

The consultant did not select the new flow in the Manage Asset Viewer component in the Lightning Record page.

B.  

The consultant did not update the managing assets flow under Revenue Settings to point to the new flow.

C.  

The consultant did not associate the new flow under the Product Discovery Settings.

Discussion 0
Questions 10

Universal Containers went live with Revenue Cloud 90 days ago. Since then, the sales team has been using Revenue Cloud to perform all of their business transactions, from New Sales to Renewals. Sales leaders requested the IT team to provide insights into trends like monthly and annual recurring revenue, renewal rates, accounts up for renewal, and the overall financial state of the accounts.

Which out-of-the-box dashboard should the IT team use for these insights?

Options:

A.  

Order Analytics

B.  

Subscription and Revenue Lifecycle Analytics

C.  

Pricing Analytics

Discussion 0
Questions 11

A Cloud Consultant is using Contracts AI to retrieve clauses and contract fields from a PDF. After the initial run, the consultant realizes that a payment method custom field needs to be retrieved that was not initially included.

What should the consultant do to retrieve this custom field?

Options:

A.  

Modify the contract extraction template to define the attribute mapping and context mapping for payment method.

B.  

Modify the AI prompt template to define the attribute mapping and context mapping for payment method.

C.  

Log a support case with Salesforce to enable payment method to be added to the extraction mapping used.

Discussion 0
Questions 12

An approval administrator has enabled Smart Approvals and configured it for finance approval by checking Use Smart Approval.

The sales manager reports that the new functionality of Smart Approvals does not work.

What is causing the issue?

Options:

A.  

The condition in the stage is the same as the condition on the step.

B.  

The condition in the stage is not same as the condition on the step.

C.  

There are two conditions on the stage, but only one condition in the step.

Discussion 0
Questions 13

After a quote is created from amending a bundle asset, a user unselects a bundle component inside the configurator and saves and exits to the Transaction Line Editor.

How will the user identify the unselected bundle component?

Options:

A.  

No line items will be displayed for the unselected component.

B.  

It will show a red cancel tag next to the product that was unselected, and the quantity will be -1.

C.  

The line item status field will show “Canceled”, and quantity will be 1.

Discussion 0
Questions 14

What should business stakeholders and product owners do to ensure a successful discovery and design phase in a Revenue Cloud project?

Options:

A.  

Review all available APIs on the Revenue Cloud Developer Guide.

B.  

Review and map customer challenges to Revenue Cloud features.

C.  

Create a list of key challenges and success metrics for the project.

Discussion 0
Questions 15

A sales user created a quote with one line item last week, and new features were deployed to production over the weekend.

This week, the sales user observed several issues while configuring the quote: The Browse Catalog is not showing products, and configuring any of the existing line items is showing the error "Something went wrong while processing your configuration changes."

What is a reason for the issues?

Options:

A.  

The context definition for the pricing procedure must use the context definition selected on the Revenue Settings page.

B.  

The context definition for the pricing procedure must use the context definition selected on the Product Discovery Settings page.

C.  

The context definition for the pricing procedure must use the context definition selected on the Pricing Setup page.

Discussion 0
Questions 16

Which valid actions can a consultant perform on a standard context definition?

Options:

A.  

Deactivate & Edit

B.  

Extend & Clone

C.  

Copy & Edit

Discussion 0
Questions 17

A customer sells 10,000 different products in 38 countries. They plan to launch a new product which will be sold globally, as well. However, due to security restrictions, the new product cannot be sold in two specific countries.

What should the product designer do to accommodate this restriction by creating a minimal number of records for the rules?

Options:

A.  

Control availability with a recommendation rule.

B.  

Control availability with a qualification rule.

C.  

Control availability with a disqualification rule.

Discussion 0
Questions 18

A Salesforce Developer is using Postman to retrieve a JSON response with Product2 IDs to develop a Lightning web component.

Which query parameters are valid when using the Products List (POST) API to retrieve a list of products for the component?

Options:

A.  

Product2 IDs  Catalog IDs  Category IDs

B.  

Pricebook IDs  Catalog IDs  Category IDs

C.  

Catalog IDs  ProductClassification IDs

Discussion 0
Questions 19

A Revenue Cloud Consultant is creating a persona-based permission set group to allow users to create and update records and to test bundle configurations in Product Catalog Management and Browse Catalog.

Which set of permissions is required for this persona?

Options:

A.  

Product Catalog Management Designer, Product Configuration Rules Designer, Product Configurator

B.  

Product Catalog Management Designer, Product Discovery User, Product Configurator

C.  

Product Catalog Management Designer, Advanced Configurator Designer, Product Discovery User

Discussion 0
Questions 20

A company selling hardware and software needs to implement a 2-day delay for software provisioning after hardware delivery in its order-to-cash process. While configuring the Dynamic Revenue Orchestrator (DRO) plan, the Fulfillment Designer notices the option for adding this delay is not visible on the provisioning task.

What should the Revenue Cloud Consultant enable to add this option for the Fulfillment Designer?

Options:

A.  

Future-Dated Steps in the DRO settings

B.  

Modify All Data permission in the Fulfillment Designer's profile

C.  

Link Task to Step Source button in the DRO settings

Discussion 0
Questions 21

A pricing administrator needs to set up pricing so that a calculated discount is spread evenly across all line items in a quote or order. How should the pricing administrator set up the pricing correctly?

Options:

A.  

Add and configure the Formula Based Pricing element with a formula to add an ItemTotalPrice context tag.

B.  

Add and configure the Aggregate Price element with a SUM function to add discounts for all lines.

C.  

Add and configure the Discount Distribution Service element as the last step of pricing procedure.

Discussion 0
Questions 22

A sales rep needs to renew multiple assets. Some assets can be renewed at the same prices and do not require negotiation, so the rep can directly create a renewal order. Other assets need higher prices and require a quote for negotiation. When the sales rep starts the renewal process, they cannot choose whether to create a quote or an order.

How should a Revenue Cloud Consultant address this issue?

Options:

A.  

Change the Revenue Cloud settings to allow renewal quote and order creation.

B.  

Override the standard Salesforce flow to allow renewal quote and order creation.

C.  

Customize the Manage Asset component to allow renewal quote and order creation.

Discussion 0
Questions 23

A Revenue Cloud project requires that a contract agreement dynamically hide or show clauses based on Account-specific fields.

Which token should the implementation consultant use on the document template to show the appropriate clauses at runtime?

Options:

A.  

Variable tokens

B.  

Conditional evaluation tokens

C.  

Repeating content tokens

Discussion 0
Questions 24

A Revenue Cloud Consultant is setting up the amendment process for assets in Revenue Cloud. The goal is to ensure that when a customer wants to change their subscription, the process is streamlined from initiation to the final update of the asset.

In this automated lifecycle, what is true about the Opportunity?

Options:

A.  

It is an optional record used for forecasting purposes and does not directly participate in the asset update automation.

B.  

It directly updates the Asset record as soon as the opportunity stage is changed to Closed Won, bypassing the need for a quote.

C.  

It is only required for amendments that involve a price increase; for other amendments, a quote can be created directly from the account.

Discussion 0
Questions 25

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?

Options:

A.  

Asset, Asset Action, Asset State Period, Asset Action Source

B.  

Asset, Subscription, Subscribed Asset, Order

C.  

Quote, Quote Line, Order, Order Product

Discussion 0
Questions 26

A Salesforce Consultant has been asked to identify and extract contract details and clauses from a PDF that holds the information of a historical signed contract. The consultant will use Contracts AI to achieve this requirement. A prerequisite to using Contracts AI is to set up a contract extraction template.

When creating a contract extraction template, which template details does the consultant need to fill in to allow the selection of an existing context definition?

Options:

A.  

Record Type and Field Mapping

B.  

Attribute Definition and Field Mapping

C.  

Attribute Definition and Context Mapping

Discussion 0
Questions 27

An administrator is configuring a subscription product in Revenue Cloud for a customer whose order starts on January 1. The finance team wants to collect payment before the service begins so that each invoice is sent on the 15th of the prior month.

Which Billing Type should the Billing Treatment Item have to meet this requirement?

Options:

A.  

Arrear

B.  

Advance

C.  

None

Discussion 0
Questions 28

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?

Options:

A.  

Account

B.  

Order

C.  

Bundle

Discussion 0
Questions 29

Universal Containers is expanding into French- and German-speaking regions. The team wants to ensure that product names and descriptions appear in the correct language when customers browse the catalog via APIs. Which configuration is required to support this multilingual API response?

Options:

A.  

Use data translation via Translation Workbench to modify the metadata API and Product List API

B.  

Provide data translations using standard Salesforce Product2 APIs and Product Details API

C.  

Enable data translation and provide values via the Product List API and Product Details API

Discussion 0
Questions 30

A furniture company is selling unassembled furniture with user manuals. The company does not want to show user manuals as a quote line when selling to customers, but it needs to make sure user manuals are included when shipping the unassembled furniture. What is the recommended approach?

Options:

A.  

Add the user manuals as quote line, but hide them in the Transaction Line Table and proposal document.

B.  

Add the user manuals as an attribute with a value of Included or Excluded under the unassembled furniture product record.

C.  

Add the user manuals as a technical product and create associated decomposition rule(s).

Discussion 0
Questions 31

A customer is integrating Revenue Cloud with their ecommerce website. Orders will be placed directly from the website and may include up to 1,000 products.

Which Revenue Cloud API will work for this integration?

Options:

A.  

Create Order

B.  

Place Sales Transaction

C.  

Place Order

Discussion 0
Questions 32

A global manufacturing company is implementing Revenue Cloud alongside Sales Cloud and Service Cloud. The company's product catalog spans multiple business units and markets. The catalog must support reusable attributes, configurable product bundles, and governance controls to prevent inconsistent updates. Stakeholders from product, sales, and IT are involved, but responsibilities need to be clearly defined to avoid bottlenecks and maintain catalog scalability. Which role assignments support long-term product catalog governance?

Options:

A.  

Product Managers own all catalog activities end-to-end since they manage product decisions.

B.  

Catalog Administrator manages classifications and attributes. Product Designer defines product structures and bundles.

C.  

Sales Operations manages attributes and classifications. Salesforce Administrator defines product bundles and hierarchy.

Discussion 0
Questions 33

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?

Options:

A.  

Set up environments for development, testing, and production, and choose a deployment tool.

B.  

Write user stories, have user workshops to confirm requirements, and build test use cases.

C.  

Build in the production environment, let users test it live, and provide feedback in real time.

Discussion 0
Questions 34

When a sales user is amending assets, the amendment quote does not have a contract populated.

What is the reason?

Options:

A.  

The amendment operation has been started after Renewal.

B.  

The amendment operation has been started from the Account.

C.  

The amendment operation has been started from the Contract.

Discussion 0
Questions 35

A consultant is setting up a new product in the product catalog. They 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?

Options:

A.  

The consultant did not activate the attribute group in the Product Workspace.

B.  

The consultant forgot to publish the product in the product catalog.

C.  

The consultant did not assign the attributes to the Product Classification.

Discussion 0
Questions 36

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?

Options:

A.  

Create a custom decision table that stores product and region availability data.

B.  

Create a separate price book per customer region and use it in quote or order.

C.  

Modify the out-of-the-box decision table for ProductQualification and Qualification Rule Procedures.

Discussion 0
Questions 37

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?

Options:

A.  

$9,900

B.  

$9,500

C.  

$1,800

Discussion 0
Questions 38

An order fulfillment orchestrator designer is setting the decomposition scope to Order Line Item at the product record level. The designer created the necessary decomposition rules in a Dynamic Revenue Orchestrator (DRO)-enabled sandbox. To test the changes, an order is created with line items that have the same product for which the decomposition rules exist.

What will happen when the order is activated?

Options:

A.  

For every order line item that decomposes, one instance of the fulfillment order line item is created per order item.

B.  

For every order line item that decomposes, multiple instances of the fulfillment order line item are created per order item.

C.  

For every order line item that decomposes, a single instance of the fulfillment order line item is created combining all order items.

Discussion 0
Questions 39

A development team is designing a new Salesforce solution. During the design phase, a team member suggests incorporating a feature that was showcased on a future Salesforce product roadmap.

Given Salesforce's 'Safe Harbor' statement, how should the team approach this suggestion regarding their current design?

Options:

A.  

The team can design and build the solution based on the future roadmap items as they will become available soon.

B.  

All design elements must adhere to the current, generally available features and avoid any unreleased features shown on the roadmap.

C.  

With verbal confirmation from a Salesforce Product Manager, the team can incorporate design elements based on roadmap items.

Discussion 0
Questions 40

A large enterprise customer, Universal Containers (UC), has negotiated a special, long-term agreement with a software vendor for its enterprise-wide licensing. This agreement includes custom pricing tiers, specific discounts that apply only to UC across various product families, and unique billing frequencies tied to UC's fiscal year. The sales team needs to ensure that all future quotes and orders for UC automatically reflect these pre-negotiated terms. How should the sales team consistently apply these specific pricing and billing conditions for UC?

Options:

A.  

Use Discount Schedules on relevant products, with a Price Rule that applies these custom schedules only when UC is the designated account.

B.  

Establish a dedicated price book for UC that is populated with UC's negotiated prices, and includes all custom rates and specific billing rules for its products.

C.  

Create a Contracted Pricing record on the contract associated with the UC Account that details product-specific prices, tiered discounts, and special billing arrangements.

Discussion 0
Questions 41

Universal Containers (UC) sells its products and services to other businesses, and provides an automatic discount to businesses that buy in bulk. UC is now expanding its selling channels and plans to sell directly to end users. A key requirement is to ensure that bulk discounts are only applicable to businesses and not individual buyers.

How should the Revenue Cloud Consultant solve this requirement?

Options:

A.  

By using Quote Transaction Type and Volume-Based Pricing

B.  

By using Sales Transaction Type and Volume-Based Pricing

C.  

By using Order Transaction Type and Volume-Based Pricing

Discussion 0
Questions 42

Sales users 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 using out-of-the-box capabilities?

Options:

A.  

Customize the Product Discovery flow.

B.  

Select a default catalog under Product Discovery Settings.

C.  

Skip creating catalogs and use Product records directly.

Discussion 0
Questions 43

A Revenue Cloud Consultant is asked to provide a report on ordered internet service where upload/download speed is configurable and is required.

Which objects should the consultant use in a custom report to retrieve this information?

Options:

A.  

Order Products, Order Product Attributes

B.  

Order Product Attributes, Product Attribute Definition

C.  

Order Products, Product Attribute Definition

Discussion 0
Questions 44

A company has a policy requiring all new business quotes to be automatically associated with an Opportunity to ensure accurate forecasting.

How should a consultant enforce this policy so that users are unable to create a quote without an Opportunity?

Options:

A.  

Create a validation rule on the Quote object to ensure OpportunityId is not null.

B.  

Update Opportunity Settings and enable “Require Quotes on Opportunities.”

C.  

Update Quote Settings and set “Create Quotes Without a Related Opportunity” to False.

Discussion 0
Questions 45

A customer wants to remove the option to override the renewal term during an asset renewal process initiated from the Account > Managed Assets view.

How should a Revenue Cloud Consultant fulfill this requirement?

Options:

A.  

Modify the Lightning web component corresponding to the renew assets page and remove the option for early renewal.

B.  

Modify the flow Amend, Renew, and Cancel Assets screen component for renewal term and remove the option for early renewal.

C.  

Modify the flow Renew Assets screen component for renewal term and remove the option for early renewal.

Discussion 0
Questions 46

A smartphone product is currently sold as a one-time upfront payment.

In order for it to be sold with equal monthly installment payments for 12 months, what should the consultant set up?

Options:

A.  

Assign a product selling model option of Term Annual to the product.

B.  

Assign a product selling model option of Term Monthly to the product.

C.  

Assign a product selling model option of Evergreen Monthly to the product.

Discussion 0
Questions 47

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?

Options:

A.  

OmniStudio Admin

B.  

Obligation Assignee

C.  

Microsoft 365 Word Designer

Discussion 0
Questions 48

A product administrator creates a product by associating it with a product class that has three attributes assigned. Two of these attributes are to be used for attribute-based pricing only for this product.

How should the product administrator ensure that these two attributes can be used for attribute-based pricing?

Options:

A.  

Edit the attribute associated to a product classification and set the 'Is Price Impacting' flag.

B.  

Edit the attribute definition and set the 'Is Price Impacting' flag.

C.  

Edit the inherited attributes at the product level and set the 'Is Price Impacting' flag.

Discussion 0