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Salesforce Revenue Cloud Consultant Accredited Professional Question and Answers

Salesforce Revenue Cloud Consultant Accredited Professional

Last Update Jan 14, 2026
Total Questions : 154

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Questions 1

What is the most Scalable way to set the legal Entityon the Order Product and OrderProduct Consumption Schedule?

Options:

A.  

Use a WorkFlow

B.  

Use a Custom Setting

C.  

Use a Quote Calculator Plugin(QCP)

D.  

Use a Flow that is triggered when the record is created and run before the record is saved.

Discussion 0
Questions 2

A revenue cloud customer has posted a cash payment that was created on account A by

mistake.what are the stepsto 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 foraccount B

C.  

Allocate the payment if allocated and reparent the payment to account B

D.  

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

Discussion 0
Questions 3

What are the 3 reasons why you would need an appexchangesolution to supportgenerating a document is support of a revenue cloud project?

Options:

A.  

watermarks

B.  

Attachments

C.  

Electronic signature

D.  

Contract Redlining

E.  

Invoice Generation

Discussion 0
Questions 4

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 5

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?

Options:

A.  

Customize the Product Discovery flow.

B.  

Select default catalog under Product Discovery Settings,

C.  

Skip creating catalogs and use Product records directly.

Discussion 0
Questions 6

What is the successful exit criteria that completesthe User Acceptance Testing (UAT) phase?

Options:

A.  

Customer Acceptance sign off

B.  

Complete deployment migration plan

C.  

A Change Order

D.  

A Design Document

E.  

Migration from Sandbox to Production

Discussion 0
Questions 7

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?

Options:

A.  

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.

B.  

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.

C.  

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

Discussion 0
Questions 8

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?

Options:

A.  

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

B.  

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

C.  

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

Discussion 0
Questions 9

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.  

• Product2IDs

• Catalog IDs

• Category IDs

B.  

• PricebooklDs

• Catalog IDs

• Category IDs

C.  

• Catalog IDs

• ProductClassification IDs

• Category IDs

Discussion 0
Questions 10

Which threedata migration strategies are appropriate for migrating a customer’s in-flightquote from another quoting tool into salesforce CPQ?

Options:

A.  

Migrate Opportunity and Opportunity Line Item data via Data Loader, ensure "Disable Initial Quote Sync" is disabled

B.  

Migrate Contract and Subscription data via Data Loader

C.  

Adopt a change management strategy that requires sales users recreate in-flightquotes within Salesforce CPQ

D.  

Migrate Opportunity, Quote, and Quote Line data via Data Loader

E.  

Utilize the Import Lines feature to migrate Quote and Quote Line data

Discussion 0
Questions 11

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?

Options:

A.  

1. 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.

B.  

1. 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.

C.  

1. 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.

Discussion 0
Questions 12

Some of the users at universal containers have faced long processing times during quote document generation. What can be done to reduce the processing times for document generation?

Options:

A.  

Reducing the number of product rules and option constraints

B.  

increase the number of product ofproduct rules and option constraints

C.  

using compressed image formats for image files included in the quote document

D.  

reducing the number of quote line fields displayed in the quote line editor

E.  

reducing the number of line columns that are included in the quote document

Discussion 0
Questions 13

An escalation on a Revenue Cloud Project happens,which role is primarilyresponsible

for project success?

Options:

A.  

Technical Architect

B.  

Project Manager

C.  

Customer Success Manager

D.  

Developer

E.  

Solution Architect

Discussion 0
Questions 14

A user story for a Revenue Cloud implementation states. As an Accounts ReceivableManager, I want toautomatically generate invoices in draft status the same day of everymonth”. what implementation option should a revenue cloud consultant pursue first?

Options:

A.  

Set up an invoice scheduler

B.  

Triggers and apex to check the bill now checkbox after the order status is changed to“Activated”.

C.  

Workflow rule to check the bill now checkbox after the order status is changed to“Activated”.

D.  

Set up a Payment Scheduler

Discussion 0
Questions 15

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 (DRO) system to manage this SLA?

Options:

A.  

Completion Deadline and Warning Interval

B.  

Task Priority and Escalation Rule

C.  

Estimated Duration and Jeopardy Threshold

Discussion 0
Questions 16

A revenue cloud consultant learns salesforce is deploying a new release during the course

of the implementation.which two actions should be taken to make sure the

implementation is tested against the new releasebefore it deploys to production?

Options:

A.  

review status salesforce.com to determine refresh cutoff dates for the new release

B.  

submit ticket to support when you want your sandbox updated

C.  

The platform ensures that all sandboxes are upgraded all the same timeso wait for theupgrade

D.  

Determine whether yours sandbox is on a preview or non-preview instance

Discussion 0
Questions 17

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?

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 18

What are three reasons why you would need an AppExchange Solution tosupportgenerating a Document in support of a Revenue Cloud Project?

Options:

A.  

Contract Redlining

B.  

Watermarks

C.  

Invoice Generation

D.  

Electronic Signature

E.  

Attachments

Discussion 0
Questions 19

Which three are key steps when documenting user stories?

Options:

A.  

Know which business process the requirement supportsto categorize the user story

B.  

Identity the actor or personas in this user story

C.  

Design the solution while the business process is being defined

D.  

Document user acceptance test scripts for the user story.

E.  

Identify the acceptance criteria or resultfor satisfying the user story.

Discussion 0
Questions 20

Universal containers has setup a partner type custom field on the CPQ quote object inorder to ensure partners receive discounts.setting the partner type on the quote shouldcause a recalculation because the field is an input to theproduct prices.how can partnertype 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 calculation

D.  

Include the field in a custom metadata setting

Discussion 0
Questions 21

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?

Options:

A.  

Use base card entries

B.  

Use attribute rate entries.

C.  

Use tier rate entries.

Discussion 0
Questions 22

Which three documents help a revenue cloud consultant better understand the client’s

Revenue Cloud Project requirements before speakingfor the first time in a scopingsession?

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 helpsalesforce.com>salesforce CPQ patch notes

D.  

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

E.  

The clients income statements and balance sheet.

Discussion 0
Questions 23

A Revenue Cloud requirement states that when the "Terabyte" Attribute of "Product A" is greater than 100, a warning message should appear.

How should a consultant address this in Revenue Cloud?

Options:

A.  

Create a custom lighting web component to validate the attribute quantity.

B.  

Create a constraint rule in the Constraint Model at the Quote Level.

C.  

Create a constraint rule in the Constraint Model at the Product Level.

Discussion 0
Questions 24

How can a Revenue Cloud Consultant create a new payment Method for a credit card thatwill be saved for future Payments?

Options:

A.  

Enter the credit card details into a new payment Method record Click the Tokenizebutton

B.  

From the Payment credit cards related list, click the new credit card button.

C.  

Enter the credit card details intoa new payment method record. salesforce users should use platform encryption for PCI Compliance.

D.  

From the Account, Payment Method related list, then click the new Payment MethodCredit Card button.

Discussion 0
Questions 25

What are two benefits to having trained customer CPQ admins participate in the planning, design and build phases?(Q2R)

Options:

A.  

Facilitates a more efficient test phase

B.  

Eliminates the need for documentation

C.  

Increases the commercial value to the paid engagement

D.  

Presents more opportunity for customers to ask for new requirements

E.  

Customer is better equipped to scale and maintain functionality post-golive

Discussion 0
Questions 26

Sales reps at UC were facing governor limits while configuring certain large bundles, theadmin at UC has set the ‘enable largeconfigurations package settings to TRUE now theusers are experiencing longer loading times between saving a bundle configuration andreturning to the quote line editor,even for smaller bundles.what should the admin do toresolve this issue?

Options:

A.  

Enable Large configuration on the bundle parents where needed by selecting theproduct’s enable large configuration field

B.  

Recommend CPQ and billing design solutions within proper capabilities

C.  

All bundles thathave more than 20 product should be split into smaller bundles

D.  

Enable large configurations setting should not be used in such a case

Discussion 0
Questions 27

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 beimplemented.

B.  

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

C.  

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

D.  

No, it is safe toassume that the customer doesn’t need bundle configuration unless it’sbrought up specifically.

Discussion 0
Questions 28

A Revenue Cloud Consultant Surveys a customer’sSales Cloud implementation anddiscovers Multiple triggers, Workflow and flow Processes applied to theOpportunityobject. what is the most appropriate recommendation tothe customer before designing aRevenue 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 anappropriate value in order to prevent future performance issues.

C.  

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

D.  

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

Discussion 0
Questions 29

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?

Options:

A.  

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.

B.  

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.

C.  

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

Discussion 0
Questions 30

A Subscription-based company has a Revenue Cloud user story to replace their legacy system which states "As a Sales User, I need to see my active deals (Including new and renewals opportunities) from the old system carried over to the new Salesforce CPQ system once we go-live".

What are the relevant objects that will store the extracted information from the legacy system?

Options:

A.  

Accounts, Opportunities, Contracts, Subscriptions, Assets, Products

B.  

Accounts, Opportunities, Quotes, Contracts, Subscriptions, Products

C.  

Accounts, Opportunities, Quotes, Contracts, Products, Order Products

D.  

Accounts, Opportunities, Orders, Contracts, Order Products

Discussion 0
Questions 31

A smartphone product is currently sold as a onetime 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 Monthly to the product.

B.  

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

C.  

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

Discussion 0
Questions 32

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?

Options:

A.  

Attribute categories are randomly displayed and can vary by the instances of product configurator launched

B.  

Attribute categories are displayed based on the sequence defined on the attnbute category records, with Uncategorized displayed at the end

C.  

Attribute categories are displayed in alphabetical order, with Uncalegorized displayed at the end

Discussion 0
Questions 33

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?

Options:

A.  

Place Superseded Order

B.  

Place Supplemental Order

C.  

Place Change Order

Discussion 0
Questions 34

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

Options:

A.  

Amendments

B.  

Orders

C.  

Subscriptions

D.  

Renewals

E.  

Customer Asset LifeCycle Management(CALM)

Discussion 0
Questions 35

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?

Options:

A.  

$9,900

B.  

$9,500

C.  

$1,800

Discussion 0
Questions 36

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 decomposition rule for a set of similar products?

Options:

A.  

Product Attributes

B.  

Product Catalog

C.  

Product Classification

Discussion 0
Questions 37

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?

Options:

A.  

Modify the Managed Asset Viewer page layout for users who should not have access to the cancel button.

B.  

Unassign InitiateCancellation API permission for users who should not have access to the cancel button.

C.  

Inactivate the Amend, Renew, and Cancel Assets screen flow for users who should not have access to the cancel button.

Discussion 0
Questions 38

An order has 5 order products that bill monthly. One of the order products requires 2 months of charges to appear on the next invoice without modifying invoicing for the other order products. What field will need to be used toaccomplish this task?(Q2,3R)

Options:

A.  

Hold Billing

B.  

Bill Through Date Override

C.  

Override Next Billing Date

D.  

Bill Now

E.  

Target Date

Discussion 0
Questions 39

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.  

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

B.  

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

C.  

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

Discussion 0
Questions 40

Which 3 Customer Teams Should be invited to participate in scoping revenue cloudproject?

Options:

A.  

Information

B.  

Technology

C.  

Sales operations

D.  

Accounting and finance

E.  

Customer Service

F.  

Human Resource

Discussion 0
Questions 41

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 42

Universal containers recentlymigrated legacy contracts and subscriptions into salesforcein order to facilitateamendments and renewals in CPQ.however,sales users are gettingthe ‘attempt to de-reference a null object’ error when amending the legacy contract.Whatis the most likely causefor 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

C.  

Method 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 43

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?

Options:

A.  

Product Price Book or Product Schedule

B.  

Product Relationship or Product Attribute

C.  

Product Qualification or Product Category Qualification

Discussion 0
Questions 44

During a transaction, which capability does the Transaction Line Editor provide?

Options:

A.  

Drag to Sort

B.  

Filtering

C.  

Auto Save Changes

Discussion 0
Questions 45

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?

Options:

A.  

Assemble a team with expertise in QuotetoCash processes, create a phased plan covering core setup, and scoping for activities such as data migration and customization.

B.  

Prioritize the setup of developer tools like IDX Workbench and Postman, and focus primariry on custom Apex and Lightning Web Component development to meet unique business needs.

C.  

Immediately enable all Revenue Settings, create all user profiles, and assign all recommended permission sets to the System Administrator to accelerate the technical configuration.

Discussion 0
Questions 46

A revenue cloud consultant determines that price rules will not address additionalcalculation steps to accurately set the quote line list price needed for a project. What isthe next functionality that should be investigated that will address the requirements?

Options:

A.  

Use a Record Change Flow to trigger on the Quote Line.

B.  

A Quote Calculator plugin(QCP)

C.  

Set Pricing Method to Custom

D.  

Use an Apex Trigger on the Quote Line

Discussion 0