A customer would like to begin implementing Revenue Cloud to better manage their company s selling, fulfilling, and financial processing.
Which strategy should the company use for a successful Revenue Cloud implementation?
Which three customer teams should be invited to participate in scoping a Revenue Cloud project?
Scoping a Revenue Cloud project involves understanding the business needs, defining the project goals, and planning the implementation strategy12.The teams that should be involved in this process are those that have a direct stake in the project's outcome and can provide valuable input into the project's requirements12. These teams typically include:
Accounting and Finance: This team can provide insights into the financial processes that theRevenue Cloud project will support, such as billing, revenue recognition, and financial reporting12.
Sales Operations: This team can provide insights into the sales processes that the Revenue Cloud project will support, such as quote-to-cash, contract management, and sales forecasting12.
Information Technology: This team can provide technical expertise and support for the implementation of the Revenue Cloud project, including system integration, data migration, and IT infrastructure12.Reference:12
How can a Revenue Cloud Consultant create a new payment Method for a credit card thatwill be saved for future Payments?
To create a new payment method for acredit card that will be saved for future payments, the Revenue Cloud Consultant should follow these steps:
Navigate to the account record that needs the new payment method.
Find the Payment Methods related list, and then click New Payment Method Credit Card. This button opens a form that allows entering the credit card details, such as card number, expiration date, cardholder name, and billing address.
Optionally, select a payment gateway record to associate the payment method with a specific gateway. If no payment gateway is selected, the default gateway for the org is used.
Optionally, select the Autopay checkbox to make this payment method the default one for all transactions on this account.
Click Save. This action creates a new payment method record and also sends a request to the payment gateway to tokenize the credit card information. Tokenization is a process that replaces sensitive data with a unique identifier that can be used for payment processing without exposing the original data.
Once the payment gateway returns a token, the payment method record is updated with the token value in the Payment Gateway Token field. This token is used to process payments with this payment method in the future.
Create a Credit Card Payment Method
Payment Methods
Payments and Credits
Universal containers has setup a partner type custom field on the CPQ quote object inorder to ensure partners receive discounts.setting the partner type on the quote shouldcause a recalculation because the field is an input to theproduct prices.how can partnertype queue a new calculation for the quote?
In Salesforce CPQ, if a custom field is an input to product prices and you want a change in this field to trigger a recalculation, you should add this field to the calculating fields field set.This is because Salesforce CPQ's Advanced Quote Calculator determines quote and quote line prices in response to user or automated actions1. Therefore, adding the 'partner type' field to the calculating fields field set will ensure that setting the partner type on the quote triggers a new calculation.Reference
The CPQ Quote Calculation Sequence - Salesforce
A Revenue Cloud Consultant learns salesforce is deploying a new release during the course of the implementation.
which two should be taken to make sure the implementation is tested against the new release before it deploys to production?
Salesforce seasonal releases upgrade all Preview sandboxes before production.
To ensure testing against the upcoming release, a consultant must do the following:
A. Review status.salesforce.com for sandbox preview scheduleSalesforce publishes sandbox preview instructions, refresh cutoffs, and upgrade dates. Essential for planning regression testing.
C. Determine whether the sandbox is on a preview or non-preview instanceCritical because:
Preview sandbox = upgraded BEFORE production
Non-preview sandbox = upgraded AFTER productionTo test early, the org must stay on preview.
Why D is NOT correct (even though your key said A, C, D)Salesforce does NOT allow you to 'submit a ticket' to request sandbox upgrades.
Sandbox preview status is controlled solely by whether the sandbox is refreshed before or after the preview cutoff date.
This is explicitly stated:
''Support cannot move a sandbox to a different release level.''
--- Salesforce Release Management Documentation
Therefore, A and C are correct, not D.
Why B is incorrectSalesforce does NOT upgrade all sandboxes at the same time.
Preview vs Non-preview determines upgrade timing.
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