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Salesforce Exam Revenue Cloud Consultant Accredited Professional Topic 2 Question 46 Discussion

Actual exam question for Salesforce's Revenue Cloud Consultant Accredited Professional exam
Question #: 46
Topic #: 2
[All Revenue Cloud Consultant Accredited Professional Questions]

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?

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Suggested Answer: A, B, D

These are three documents that can help a revenue cloud consultant gain a better understanding of the client's business model, value proposition, pricing strategy, and approval process before engaging in a scoping session.

A sample proposal the client provides to their customers: This document can help the consultant understand how the client presents their products and services to their customers, what kind of information they include, how they structure their pricing and discounts, and what terms and conditions they apply. This can help the consultant design a solution that meets the client's needs and expectations, as well as aligns with their branding and messaging.1

Brochures that provided detail to the products and services the client offers: This document can help the consultant understand the features and benefits of the client's products and services, how they differentiate themselves from their competitors, and what kind of value they deliver to their customers. This can help the consultant configure the product catalog, pricing rules, and quote templates that reflect the client's offerings and value proposition.2

An approval matrix documentation that describe the approvals needed before a quote is sent to the customer: This document can help the consultant understand the client's internal governance and compliance requirements, as well as the roles and responsibilities of the stakeholders involved in the quote-to-cash process. This can help the consultant set up the approval workflows, notifications, and permissions that ensure the accuracy and validity of the quotes and contracts.3


1: This article explains how to create a professional proposal for customers using Salesforce CPQ.

2: This article explains how to create and manage product catalogs and pricing in Salesforce Revenue Cloud.

3: This article explains how to create and manage approval processes in Salesforce Revenue Cloud.

by Dana at Apr 09, 2025, 12:58 PM

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Tiara
28 days ago
As a revenue cloud consultant, I'd say A, B, and D are the way to go. Gotta love a good approval matrix!
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Narcisa
3 days ago
Yes, and the approval matrix documentation is crucial for knowing the approvals needed before sending a quote to the customer.
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Barbra
8 days ago
I agree, having a sample proposal and brochures can really help understand the client's project requirements.
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Dick
29 days ago
Haha, I bet the person who wrote option C spends too much time reading Salesforce documentation. Give me A, B, and D any day!
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Dorsey
1 months ago
C? Really? Release notes? I think the client's financial statements in option E would be way more useful for a scoping session.
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Jose
1 days ago
But don't you think the approval matrix documentation in option D is also important to understand their internal processes?
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Tijuana
20 days ago
I agree with you, the client's financial statements would provide valuable insight into their requirements.
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Rashad
1 months ago
I'm going with A, B, and D. The sample proposal, product brochures, and approval matrix will give me a comprehensive understanding of the client's requirements.
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Lashanda
1 months ago
True, but don't you think the latest release notes can help us understand any recent changes in the system?
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Jarvis
1 months ago
Option B seems like the obvious choice here. Brochures with product and service details would be crucial for understanding the client's offerings.
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Nakita
2 months ago
I agree, but I also believe looking at the income statements and balance sheet can provide valuable insights.
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Lashanda
2 months ago
I think the approval matrix documentation is important to understand the process.
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