Last Attempt Revenue-Cloud-Consultant-Accredited-Professional Questions

Salesforce CPQ (Configure, Price, Quote) allows admins to automate price calculations and update quote line fields1. In the context of Universal Containers, they have three product families and want to view the net totals of these families at the quote level1. The current solution involves creating three separate price rules that use summary variables to add the net total for quote lines that belong to a particular product family1. However, from a performance standpoint, it would be more efficient to use a single price rule with three price actions12. This is because price rules can inject a static value, field value, or summary variable into a quote or quote line field1. Therefore, having a single price rule with multiple price actions can streamline the process and improve performance12. References: 12

When a customer indicates the need for customization to Salesforce CPQ due to a process in a legacy system, the first step in ensuring the requirement is accounted for in scoping is to ask follow-up questions to ensure the legacy process has a business justification. This is important because it helps to understand the business needs and requirements better, and ensures that the customization will add value to the business. It’s crucial to understand the ‘why’ behind the need for customization before proceeding with it. This approach helps in avoiding unnecessary customizations and ensures that the solution aligns with the business objectives. References: Salesforce Introduces Revenue Cloud, Starting with CPQ: 8 Most Common Reasons for Customization

To create a new payment method for a credit 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.

References:

• Create a Credit Card Payment Method
• Payment Methods
• Payments and Credits

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 using the Approval Processes feature in Salesforce, which allows creating a sequence of steps and actions that an approval request must go through. 3

References:

• Approval Thresholds
• Approval Processes
• Delegated Approver