Salesforce Revenue Cloud Consultant Accredited Professional (AP-223) Exam Questions Instant Access

Question 1

Universal Containers wants to design a multi-leveled approval matrix to have more

control on sales repsapplying discounts on quotes.Which three considerations should UC

Keep in mind when designing their Solution?

AIdentify backup approvers in case the primary approver is out of the office.

BPrint out the approval matrix into cards that the sales repscan carry around.

CGive sales reps flexibility to apply any discount.

DDefine the discount threshold or limit allowed for the sales reps

EDocument the discount approval levels for each approver.

Answer : A, D, E

To design a multi-leveled approval matrix for controlling discounts on quotes, Universal Containers should consider the following:

Identify backup approvers in case the primary approver is out of the office. This will ensure that the approval process is not delayed or stalled due to the unavailability of the primary approver. Backup approvers can be assigned using the Delegated Approver feature in Salesforce, which allows users to delegate their approval authority to another user for a specific period of time.1

Define the discount threshold or limit allowed for the sales reps. This will help to enforce the pricing policies and prevent excessive or unauthorized discounts. The discount threshold or limit can be defined using the Approval Thresholds feature in Salesforce CPQ, which allows setting up different approval rules based on the discount percentage, amount, or margin.2

Document the discount approval levels for each approver. This will help to clarify the roles and responsibilities of each approver and the criteria for approving or rejecting a quote. The discount approval levels can be documented usingthe Approval Processes feature in Salesforce, which allows creating a sequence of steps and actions that an approval request must go through.3

Approval Thresholds

Approval Processes

Delegated Approver

Question 2

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

AContract Redlining

BWatermarks

CInvoice Generation

DElectronic Signature

EAttachments

Answer : A, C, D

These are three features that are not natively supported by Salesforce Revenue Cloud, but can be added by using an AppExchange Solution.

Contract Redlining: This is the process of comparing and editing different versions of a contract document,usually with track changes and comments. This can help to negotiate and finalize the terms and conditions of a contract with customers or partners.1

Electronic Signature: This is the digital equivalent of a handwritten signature, which can be used to sign and validate a contract document electronically. This can help to speed up the contract approval process and reduce paper usage.2

Attachments: This is the ability to add additional files or documents to a contract document, such as supporting evidence, product specifications, or legal disclosures. This can help to provide more information and clarity to the contract parties.3

1: This article explains the benefits and challenges of contract redlining and how to use an AppExchange Solution to enable it in Salesforce.

2: This article explains the benefits and best practices of electronic signature and how to use an AppExchange Solution to integrate it with Salesforce.

3: This article explains how to use an AppExchange Solution to add attachments to a contract document in Salesforce.

Question 3

An invoice run with a target date of 6/1/20 has completed with no errors.an orderproductwith a next billing date of 6/1/20 did not generate an invoice line.

which of the following fields mighthold a value that would account for this?

ABilling type

BNext change date

Cbilling account

DBilling day of month

EInvoice run processing status

Answer : E

Question 4

Universal Containers is Preparing to go live with salesforce CPQ however sales

management has stated that they would recurring revenue captured on opportunity line

item object to reference within existing pipeline reports.Annual revenue is currently

captured in the field ARR c on the SBQQ QuoteLine c Object.Which is the most

efficient solution.

ACreate ARR c on the opportunity Line item object,and create a price rule to copy thevalue from ARR c on SBQQ QuoteLine c on opportunity Product.

BCreate ARR c on the opportunity Line item object,and create a flow to copy the valuefrom ARR c on SBQQ QuoteLine C.

CCreate ARR c on the opportunity Line item object,Matching the field configurationof ARR c on SBQQ QuoteLine C.

DCreate a cross object formula field on the opportunity line item to reference ARR cdata SBQQ QuoteLine C.

Answer : D

Question 5

Which usage summary field can be used as an external IDto simplify usage uploads afteramendments?

ALegal entity

Binvoice run

Cauto number

Dsource

Ematching ID

Answer : E

The matching ID field is used to link usage records to usage summaries based on a common identifier. This field is especially useful when there are amendments to the order products, as it allows usage records to be uploaded to the correct usagesummary without having to change the order product ID or the usage summary ID. The matching ID field can be used as an external ID to simplify usage uploads after amendments, as it can be populated by a workflow rule or a formula based on certain criteria.12Reference:

Usage Summary and Usage Fields - Salesforce

Differences between the 'External ID' field and the 'Unique ID' field setting - Salesforce

Question 6

Universal Containers is reporting a platform governor limit issue while saving a quotewith a large number of quote line items.

What should the Revenue cloud consultantrecommend to address the issue?

AEnable the CPQ package setting for ''quote batch size'' to a value which is less than thenumber based on the volume testing to avoid platform gov.limits

BEnable the CPQ Package setting for ''Large Quote Experience''

CEnable the CPQ package setting for ''Large Quote Threshold'' to avalue which is lessthan the number based on the volume testing to avoid platform gov.limits

DEnable the CPQ package setting for ''Large Quote Threshold'' to a value which is lessthan the number of lines which triggered the error during testing.

Answer : D

The Large Quote Experience is a feature of Salesforce Revenue Cloud that allows businesses to handle quotes with a large number of quote line items more efficiently and avoid platform governor limit issues. The Large Quote Experience optimizes the performance of the Quote Line Editor and the Quote Calculator by using asynchronous processing, caching, and pagination. By enabling the Large Quote Experience, businesses can improve the user experience and reduce the risk of hitting CPU time, heap size, or SOQL query limits when saving or calculating large quotes. The Large Quote Experience can be enabled by setting the CPQ Package setting for ''Large Quote Experience'' to True. The Large Quote Experience also requires the CPQ Package setting for ''Quote Batch Size'' to be set to a value between 50 and 200, which determines the number of quote line items processed in each batch. The optimal value for this setting depends on the complexity and configuration of the quote line items

https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_limits_intro.htm

Question 7

A Revenue Cloud Consultant learns salesforce is deploying a new release during thecourse of the implementation. which two should be taken to make sure theimplementation is tested against the new release before it deploys to production?

AReview status.salesforce.com to determinerefresh cutoff for the new release

BThe platform ensures that all sandboxes are upgraded at the same time so wait for theupdate.

CDetermine whether your sandbox is on a preview or non preview instance.

DSubmit a ticket to support when you want your sandbox Updated.

Answer : A, C

In Salesforce Revenue Cloud, when a new release is being deployed, it's important to test the implementation against the new release before it deploys to production. This can be achieved by:

Reviewing status.salesforce.com to determine refresh cutoff for the new release: Salesforce provides information about the refresh cutoff for the new release on status.salesforce.com. This allows you to know when the new release will be available in the sandbox for testing.

Determiningwhether your sandbox is on a preview or non-preview instance: Salesforce refreshes preview sandboxes a month before each major release. Regular, non-preview sandboxes are refreshed toward the end of the release cycle. Knowing whether your sandbox is on a preview or non-preview instance can help you plan your testing schedule accordingly.

It's worth noting that while Salesforce ensures that all sandboxes are upgraded, the timing of the upgrade can vary depending on whether the sandbox is on a preview or non-preview instance. Submitting a ticket to support when you want your sandbox updated is not a standard practice for preparing for a new release.

Reference

Test New Releases in a Sandbox Unit | Salesforce Trailhead

Salesforce Introduces Revenue Cloud to Help Businesses Accelerate ...