Which three options might cause incorrect future invoicing for an amended order product?
Incorrect future invoicing for an amended order product might be caused by the following scenarios:
A .Not contracting the Amendment Order: If the amendment order is not contracted, the changes made in the amendment order will not be reflected in the future invoices. This is because the contract is the legal agreement that specifies the terms of the sale, including the products, quantities, and prices.If the amendment order is not contracted, the original terms of the sale remain in effect, which may result in incorrect future invoicing1.
B .Having a subscription on the Contract be linked to an Order Product with one or more unpaidinvoice lines: If there are unpaid invoice lines linked to the order product, it may cause discrepancies in the future invoices.This is because the unpaid invoice linesmay still be pending for payment, and if they are not resolved before the amendment order is contracted, thefuture invoices may not accurately reflect the changes made in the amendment order2.
C .Having a subscription on the Contract be linked to an OrderProduct with one or more invoice lines in draft: If there are invoice lines in draft status linked to the order product, it may cause inaccuracies in the future invoices. This is because the draft invoice lines have not yet been finalized and may still besubject to changes.If these changes are not finalized before the amendment order is contracted, the future invoices may not accurately reflect thechanges made in the amendment order2.
What are three reasons to establish a governance structure as part of your Revenue Cloud project?
The reasons for establishing a governance structure as part of your Revenue Cloud project include:
B . To establish a communication plan between the implementation team, the customer, and the work is coordinated between them: This is essential to ensure clear and ongoing communication throughout the project, aligning all stakeholders towards common goals and facilitating timely resolution of issues.
D . To get agreement on the roles and responsibilities of the implementation team and customer: Defining roles and responsibilities helps in setting clear expectations, distributing tasks, and accountability which are critical for the organized progression of the project.
E . To ensure the implementation team is aligned with the customer on assigned work: Alignment on the assigned work ensures that both the implementation team and the customer have a mutual understanding of project objectives, deliverables, and expectations, leading to a smoother project flow and reducing the likelihood of misunderstandings and reworks.
These aspects are derived from the standard practices and objectives in implementing complex IT projects like Salesforce Revenue Cloud, where coordination, clear communication, and defined responsibilities are fundamental for success.
Which topic of discussion comes first in a salesforce CPQ Scoping Session?
In a Salesforce CPQ Scoping Session, the first topic of discussion is typically Business Process Mapping. This involves understanding the current business processes and identifying areas where Salesforce CPQ can provide improvements. It's an essential step in the scoping process as it helps to define the project's scope and identify potential challenges early on. The other topics like Quote Document and e-signature, Order Management, and Products and Bundles are also important but they usually come after the business processes have been mapped and understood.
Reference
Get Started with Salesforce CPQ Unit | Salesforce Trailhead
CPQ Scoping Questionaire? : r/salesforce - Reddit
How To: Salesforce CPQ: Build a Bundle
A Company that sells hardware and software has a project Requirement to migrate legacyInstall base into salesforce CPQ along with the contract. Which objects will need to be populated for this effort?
To migrate legacy install base into Salesforce CPQ along with the contract, the Revenue Cloud Consultant needs to populate the Assets and Subscriptions objects. These objects store the information about the products and services that the customer has purchased and are associated with the contract. The Assets object tracks the physical products, such as hardware and software licenses, that have been delivered or activated for the customer. The Subscriptions object tracks the recurring products, such as software subscriptions or maintenance plans, that have a defined billing frequency and term. By populating these objects, the Revenue Cloud Consultant can preserve the history of the customer's purchases and enable the features of Salesforce CPQ, such as renewals, amendments, and co-termination.Reference:
Migrate Legacy Data to Salesforce CPQ
[Assets]
[Subscriptions]
Which threedata migration strategies are appropriate for migrating a customer's in-flightquote from another quoting tool into salesforce CPQ?
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