One of the automations implemented was to set every new quote created as ''primary ''atthe time of creation in order to save clicks.users immediately began to report errors whentrying to create in the production environment for the first time.what could have causedthis issue?
Answer : D
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?
Answer : B
An escalation on a Revenue Cloud project happens, which role is primarily responsible for project success?
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?. (Choose 2 options)
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:
1: Revenue Management Platform & CPQ Solution - Salesforce.com US
3: Give Discounts for Long Subscriptions Unit | Salesforce Trailhead
Which usage summary field can be used as an external IDto simplify usage uploads afteramendments?
What is the most Scalable way to set the legal Entityon the Order Product and OrderProduct Consumption Schedule?
Answer : D
A Flow is a scalable way to set the legal entity on the order product and order product consumption schedule because it allows you to automate complex business logic without writing code. A Flow can be triggered when a record is created and run before the record is saved, which means that you can assign the legal entity to the order product and order product consumption schedule before they are inserted into the database. This way, you can ensure that the order product and order product consumption schedule have the correct legal entity for the billing, tax, and revenue recognition treatments that are applied to them. A Flow also gives you more flexibility and control over the logic and criteria for setting the legal entity, compared to a workflow or a custom setting. A Quote Calculator Plugin (QCP) is not a scalable way to set the legal entity on the order product and order product consumption schedule because it is a custom code solution that requires development and maintenance. A QCP also runs after the order product and order product consumption schedule are created, which means that you have to update the legal entity after the record is saved, which can cause data validation issues. A workflow or a custom setting are also not scalable ways to set the legal entity on the order product and order product consumption schedule because they have limitations and drawbacks, such as:
A workflow can only run after the record is created and saved, which means that you have to update the legal entity after the record is saved, which can cause data validation issues.
A workflow can only execute simple logic and actions, such as field updates, email alerts, tasks, and outbound messages. It cannot perform complex logic or actions, such as loops, conditions, variables, or invocations of other processes or services.
A custom setting is a type of custom metadata that stores data that can be accessed by formulas, validation rules, flows, Apex, and the SOAP API. However, a custom setting is not a good way to store data that changes frequently or varies by user or profile, such as the legal entity. A custom setting also requires manual configuration and maintenance, which can be error-prone and time-consuming.Reference:
Automation Guidelines for Orders and Order Products
What are the 3 reasons why you would need an appexchange solution to supportgenerating a document is support of a revenue cloud project?
Answer : A, C, D
Salesforce AppExchange offers a variety of solutions that can enhance the functionality of Salesforce Revenue Cloud. Here are the reasons why you would need an AppExchange solution to support generating a document in support of a Revenue Cloud project:
Watermarks (A): Watermarks can be used to mark documents as confidential or to denote the status of the document (draft, approved, etc.). AppExchange solutions can provide this functionality, which is not available out-of-the-box in Salesforce.
Electronic Signature : Electronic signatures are often required for contracts and other legal documents. AppExchange solutions like DocuSign can integrate with Salesforce to provide this functionality.
Contract Redlining (D): Contract redlining allows for tracking changes and comments during the contract negotiation process. This is a specialized functionality that can be provided by AppExchange solutions.
Reference
10 Benefits of Using Salesforce AppExchange Apps - Cloud Analogy
Revenue Cloud Collection Page - Salesforce
Extending Customer 360 with Salesforce AppExchange
What Is Salesforce AppExchange and How Can I Use It?