Salesforce AP-223 Exam Questions Instant Access

Question 1

A Revenue Cloud user story for aSubscription-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 inthe design of this solution?. (Choose 2 options)

ACustom Action to retrieve Purchased quantities from an external source

BContracts,Subscriptions and Assets should be populated with historical data.

CUse a summary variable targeting the subscriptionobject with a Price Rule.

DLegacy Orders and invoices should be migrated

EDiscount schedules with Cross Orders checked.

Answer : B, E

To implement the user story of rewarding loyal customers with bulk discounts based on previously purchased quantities, the design of the solution should include the following components:

Contracts, Subscriptions and Assets should be populated with historical data. This is necessary to track the customer's purchase history and determine the appropriate discount tier for each product or service. Contracts, Subscriptions and Assets are the core objects of Revenue Cloud that store the information about the customer's agreements, recurring charges, and entitlements. By migrating the historical data from the legacy system to these objects, the customer can leverage the Revenue Cloud features such as renewal management, usage-based pricing, and revenue recognition.123

Discount schedules with Cross Orders checked. This is the feature that enables the bulk discounts based on previously purchased quantities. A discount schedule is a set of discount tiers that apply to a product or a product option based on the quantity or amount ordered. By checking the Cross Orders option, the discount schedule will consider the quantities from all the orders associated with the same account, contract, or subscription. This way, the customer can reward their loyal customers with lower prices for higher volumes.45

1: Revenue Management Platform & CPQ Solution - Salesforce.com US

2: Salesforce Introduces Revenue Cloud to Help Businesses Accelerate Revenue Growth Across Any Channel - Salesforce

3: Give Discounts for Long SubscriptionsUnit | Salesforce Trailhead

4: Discount Schedules - Salesforce

5: Salesforce Revenue Cloud Trailmix - Trailhead

Question 2

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?

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

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

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

Answer : C

Question 3

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?

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

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

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

Answer : A

Question 4

A Contract Lifecycle Management (CLM) consultant needs to create a report on Clauses using record type to capture the metadata for clauses and sections within documents. The consultant plans to add relevant fields from the related records, such as contracts, clauses, and clause sets, to customize the report layout. Then, the consultant will build a report using this custom report type for a detailed analysis of the clause metadata in the contracts.

Which object should the consultant use to create this report?

ADocument Clause

BDocument Template

CDocument Authored Content

Answer : A

Question 5

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?

AContracts, subscriptions and assets should be populated with historical data

Bcustomaction to retrieve purchased quantities from an external source

CDiscount schedules withcross orders checked

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

ELegacy orders and invoice should be migrated

Answer : A, C

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

Question 6

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

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

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

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

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

Answer : A

Upon noticing an error on a posted invoice, the recommended corrective action is to use the 'Cancel and Rebill' feature. This process allows an admin to roll back the invoice to its state before the most recent billing cycle, enabling the correction of errors on the invoice record. This functionality is applicable to both draft and posted invoices, providing a way to address issues such as missing invoice lines or incorrect billing details. After canceling and rebilling, the admin can correct the order as needed and proceed to create and post a new invoice, ensuring the accuracy of billing records.

Question 7

Which three are key steps when documenting user stories?

AKnow which business process the requirement supportsto categorize the user story

BIdentity the actor or personas in this user story

CDesign the solution while the business process is being defined

DDocument user acceptance test scripts for the user story.

EIdentify the acceptance criteria or resultfor satisfying the user story.

Answer : A, B, E

User stories are short, simple descriptions of a feature or functionality from the perspective of the end user or customer. User stories are used to capture the requirements and value proposition of a productor service in an agile framework. User stories should follow some best practices to ensure clarity, consistency, and alignment with the business goals and user needs.12

Some of the key steps when documenting user stories are:

Know which business process the requirement supports to categorize the user story. This helps to prioritize and organize theuser stories based on the business value and impact they deliver. It also helps to avoid duplication and inconsistency among user stories.3

Identify theactor or personas in this user story. This helps to define the user role, needs, goals, and motivations that drive the user story. It also helps to create empathy and understanding for the user and their context.4

Identify the acceptance criteria or result for satisfying the user story. This helps to specify the expected outcome, behavior, or functionality that the user story should deliver. It also helps to define the scope, quality, and testability of the user story.5

Designing the solution while the business process is being defined is not a key step when documenting user stories. This canlead to premature or biased decisions that may not address the real user problem or value proposition. User stories should focus on the what and why, not the how. The solution design should be done after the user stories are validated and prioritized, andin collaboration with the development team and other stakeholders.6

Documenting user acceptance test scripts for the user story is not a key step when documenting userstories. This can be done later, after the user stories are refined and detailed, and before the development and testing phases. User acceptance test scripts are used to verify that the user story meets the acceptance criteria and the user expectations. [7]

1: User Stories | Examples and Template | Atlassian

2: How to Write Perfect User Stories (With Templates): A Step-By-Step Guide | airfocus

3: 10 Tips for Writing Good User Stories - Roman Pichler

4: The Anatomy of a User Story | Scrum Alliance | Includes Template

5: Best Practices to Succeed with User Stories - DZone

6: UX documentation: Guide, best practices, template

Salesforce CPQ and Billing Consultant Accredited Professional AP-223 Exam Questions