Total 130 Questions
Last Updated On : 19-Nov-2025
Contracts and Orders
A company is implementing Revenue Cloud to automate its subscription renewals. A Revenue Cloud Consultant needs to configure the system to allow sales reps to initiate the renewal process for a customer's active assets directly from a record page.
Which component must the consultant implement to provide this one-click renewal capability?
A. An Apex trigger on the Contract object that automatically clones the contract and its assets when the end date is approaching
B. A screen flow that utilizes the InitiateRenewal invocable action, which can then be exposed as a quick action on the Account or Contract record page
C. A custom Renewal checkbox field on the Asset object that, when checked, triggers a Process Builder to create a renewal opportunity
A Revenue Cloud Consultant manages a product catalog serving multiple regions and customer segments. The team wants to dynamically control product visibility based on criteria such as region, industry, or customer type.
What is the recommended approach?
A. Use multiple price book entries and assign different price books to users based on region.
B. Create separate catalogs and categories for each customer segment.
C. Use qualification rules to control product visibility based on business criteria.
A Revenue Cloud Consultant needs to identify and capture the latest active Contract to which an Asset belongs.
Which build steps should the consultant take to meet their goal?
A. Build a Contract lookup field on Asset. Build a record-triggered flow to traverse all the related Contracts of the Account to which the Asset belongs. Then take the latest active Contract and update Asset's new Contract lookup field with its record ID.
B. Build a Contract lookup field on Asset. Create a ContractId tag in context definition for Assets and map the ContractId tag to this new Asset Contract lookup field. Update the OrderToAsset context definition to map Order's ContractId tag to Asset's ContractId tag.
C. Build a Contract lookup field on Asset. Upon Asset update, use automation to find the latest-dated Asset Contract Relationship record of the Asset and copy its ContractId into this lookup field.
A customer uses 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. The emerging market is identified on the quote via a custom field.
What should a pricing designer do to solve this?
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.
A company processes orders. When the orders are activated but not submitted, the company wants the assets to be automatically created.
How should a Revenue Cloud Consultant automatically create assets for all order products?
A. Use the Assetize Order flow.
B. Use the Submit Order for Fulfillment flow.
C. Use the Activate action on the order.
A critical manual review step in the order fulfillment process is designed to take up to 60 minutes. The company configures the system to trigger an alert if the task is not completed 15 minutes before its scheduled end.
Based on this scenario, which key parameters were configured in the Dynamic Revenue Orchestrator (DRO) system to manage this SLA?
A. Completion Deadline and Warning Interval
B. Task Priority and Escalation Rule
C. Estimated Duration and Jeopardy Threshold
A Revenue Cloud Consultant recently implemented Revenue Cloud for a customer and wants to ensure successful adoption and maintenance.
Which steps should the consultant take with the customer after go-live?
A. Have knowledge transfer sessions on the implementation and provide help documentation/recordings.
B. Take customer inquiries and keep in touch with them through Slack post-project.
C. Have the customer get certified in Revenue Cloud and write their own documentation.
When activating an order with a contract attached, the Revenue Cloud sales rep notices that the contract does not show any related assets.
What caused this to happen?
A. The Asset Contract Relationship toggle is not active in Setup # Revenue Settings # Automatically create Asset Contract Relationship.
B. The sales rep did not manually create the Asset Contract Relationship records in order for the Contract to be linked to the Assets.
C. The Contract does not have the Revenue Lifecycle Management record attached to it, so the system does not automatically create the Asset Contract Relationship records.
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?
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.
A medical device company manages its product information across multiple disconnected systems. Product specifications are stored in a dedicated Product Information Management (PIM) system, pricing is maintained in complex spreadsheets managed by the finance team, and sellable part numbers (SKUs) are mastered in the company’s Enterprise Resource Planning (ERP) system.
How should a solution architect use Revenue Cloud to solve the company’s data synchronization problems and streamline the process from quote to ERP fulfillment?
A. By establishing the Salesforce Product Catalog as the single source of truth for all commercial products, pricing, and bundle configurations, and ensuring that downstream ERP systems consume this data for order fulfillment
B. By creating custom objects in Salesforce to replicate the data structure of the PIM and ERP systems, and writing custom Apex triggers to keep the three systems aligned
C. By using an integration platform to sync data from the PIM, the pricing spreadsheets, and the ERP into Salesforce nightly, overwriting the Salesforce catalog each time
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