Salesforce-Revenue-Cloud-Consultant Practice Test Questions

161 Questions


Implementation Readiness

A company purchased Revenue Cloud. The project scope includes the entire Product-to-Cash lifecycle including Dynamic Revenue Orchestrator and Contract Lifecycle Management (CLM). As part of CLM, the company would like to perform internal and external collaborative redlining.

With which cloud computing provider does Salesforce need to integrate?


A. Google Cloud Platform (GCP)


B. Microsoft Azure


C. Amazon Web Services (AWS)





B.
  Microsoft Azure

Summary:
The company is implementing Salesforce Revenue Cloud with a full Product-to-Cash scope, including Dynamic Revenue Orchestrator and Contract Lifecycle Management (CLM). Since CLM requires internal and external collaborative redlining, it must integrate with the platform that supports real-time document collaboration for editing and version control. Salesforce CLM natively integrates Redlining with Microsoft Azure, which hosts the functionality through Microsoft’s Office services.

Correct Option:

B — Microsoft Azure
Salesforce CLM relies on Microsoft technology for redlining capabilities. When users perform internal and external collaborative document editing, CLM leverages Microsoft Azure to support Microsoft Word Online for real-time changes, track changes, and comments. Azure integration enables seamless document collaboration, ensuring that all redlines, approvals, and contract versions are synchronized. Because Salesforce’s redlining engine depends on Microsoft Office services, Azure is the required cloud provider.

Incorrect Option:

A — Google Cloud Platform (GCP)
Google Cloud Platform offers document collaboration through Google Workspace, but Salesforce CLM does not provide native integration for redlining or real-time contract editing through Google Docs. Although GCP is a capable cloud provider, it does not host the services required for Microsoft Word-based redlining, which Salesforce CLM relies upon. Therefore, it does not satisfy the technical needs for CLM collaborative editing.

C — Amazon Web Services (AWS)
AWS hosts many Salesforce services, but it does not provide the Microsoft Office-based real-time editing environment used for CLM redlining. Contract redlining in Salesforce is specifically built on Microsoft Word Online, which operates through Azure. Since AWS cannot support the required Microsoft collaborative editing capabilities, it is not the correct cloud integration choice for CLM.

Reference:
Salesforce Industries & CLM Documentation → Salesforce CLM Redlining with Microsoft Office Online (Azure Integration).

A product administrator has been asked to set up product visibility in the Browse Catalog phase based on a customer's region. Which Revenue Cloud specific capabilities should the product administrator use to satisfy this requirement?


A. Create a custom decision table that stores product and region availability data.


B. Create a separate price book per customer region and use it in quote or order.


C. Modify the out-of-the-box decision table for ProductQualification and Qualification Rule Procedures.





C.
  Modify the out-of-the-box decision table for ProductQualification and Qualification Rule Procedures.

Summary:
The requirement is to control product visibility in the Browse Catalog based on a customer attribute (region). This is a dynamic product filtering or qualification scenario. Revenue Cloud provides out-of-the-box decision tables and procedures specifically for this purpose, which integrate natively with the guided selling engine. The correct approach is to configure these pre-built tools rather than creating a custom solution from scratch.

Correct Option:

C: Modify the out-of-the-box decision table for ProductQualification and Qualification Rule Procedures.
This is the correct and most efficient method. The ProductQualification decision table is a standard Revenue Cloud component designed to determine which products are visible to a user based on context, such as customer attributes. By modifying this table and its associated qualification rule procedure, the administrator can dynamically filter the catalog by region without custom code.

Incorrect Option:

A: Create a custom decision table that stores product and region availability data.
While technically possible, this is a custom development approach and is not necessary. Revenue Cloud already provides the specialized ProductQualification framework for this exact use case. Building a custom table would require additional custom logic to integrate with the browsing phase, making it less sustainable than using the standard capability.

B: Create a separate price book per customer region and use it in quote or order.
Price books control which prices are available, not which products are visible in the initial Browse Catalog phase. A user could still see all products in the catalog, even if some are not in their assigned price book. This method does not reliably enforce product visibility rules.

Reference:
Salesforce Help: Define Product Qualification Rules - The official documentation explains how to use the out-of-the-box ProductQualification decision table and qualification procedures to "control which products are available to a buyer" based on context data, which directly addresses the requirement for region-based visibility..

An order fulfillment orchestrator designer is setting the decomposition scope to Order Line Item at the product record level. The designer created the necessary decomposition rules in a Dynamic Revenue Orchestrator (DRO)-enabled sandbox. To test the changes, an order is created with line items that have the same product for which the decomposition rules exist.

What will happen when the order is activated?


A. For every order line item that decomposes, one instance of the fulfillment order line item is created per order item.


B. For every order line item that decomposes, multiple instances of the fulfillment order line item are created per order item.


C. For every order line item that decomposes, a single instance of the fulfillment order line item is created combining all order items.





A.
  For every order line item that decomposes, one instance of the fulfillment order line item is created per order item.

Summary:
The decomposition scope is set at the "Order Line Item" level. This means the Dynamic Revenue Orchestrator (DRO) processes each order line item independently. Since the test order has multiple line items for the same product, each line item will trigger its own decomposition rule execution. The result is a distinct set of fulfillment order line items for each original sales order line item, not a combined or aggregated set.

Correct Option:

A: For every order line item that decomposes, one instance of the fulfillment order line item is created per order item.
This is the correct outcome. With the scope set to "Order Line Item," DRO treats each line on the order as an independent unit. Even if two lines are for the same product, they are processed separately. Each successful decomposition creates one Fulfillment Order Line Item instance (which could contain multiple sub-lines) that is linked back to its specific source Order Item.

Incorrect Option:

B: For every order line item that decomposes, multiple instances of the fulfillment order line item are created per order item.
This is misleading. While a single decomposition rule can generate multiple output lines within one Fulfillment Order Line Item record, it does not create multiple instances (i.e., multiple separate header records) of the Fulfillment Order Line Item for a single source order item.

C: For every order line item that decomposes, a single instance of the fulfillment order line item is created combining all order items.
This describes a different scope, such as "Order Product" or "Order," which would group line items. The "Order Line Item" scope explicitly prevents this by ensuring each line is decomposed individually, preserving their separation in the fulfillment process.

Reference:
Salesforce Help: Set the Decomposition Scope for a Product - The official documentation explains that setting the scope to "Order Line Item" means "each order product line item is decomposed independently," which directly leads to the creation of separate fulfillment records for each original line item.

A Revenue Cloud Consultant needs to add a new custom field to the pricing context definition and use it in a pricing procedure. The consultant added the attribute to the context definition, but it is not available in the pricing procedure.

Which step did the consultant miss?


A. Add a tag to the field attribute.


B. Activate the context definition.


C. Clone the pricing procedure.





B.
  Activate the context definition.

Summary:
In Salesforce Revenue Cloud, when a new custom field is added to the pricing context definition, it must be activated before it becomes usable in pricing procedures. Until activation occurs, newly added attributes remain unavailable for selection in pricing procedures. This ensures that changes are finalized and published for use across the pricing engine. Since the consultant added the attribute but cannot see it, the missing step is activating the context definition.

Correct Option:

B — Activate the context definition
Activating the context definition is required anytime you add, modify, or remove attributes. Activation publishes the updated context attributes to the pricing engine so that they are accessible in pricing procedures. Without activation, the system continues using the previous version, leaving new fields hidden. This step ensures that all pricing logic recognizes and can consume the newly added custom attribute.

Incorrect Option:

A — Add a tag to the field attribute
Tags help categorize or group attributes within the pricing engine, but they are not required for an attribute to appear in a pricing procedure. Even without tags, attributes become available once the context definition is activated. Tags improve organization but do not control visibility, so missing tags would not prevent the field from being used.

C — Clone the pricing procedure
Cloning a pricing procedure is unnecessary for making new context attributes available. Pricing procedures dynamically read from the active context definition. As long as the definition is activated, the procedures will recognize newly added attributes. Cloning would simply duplicate configuration and introduce additional maintenance without solving the visibility issue.

Reference:
Salesforce Pricing Guidance → Pricing Context Definitions, Activating Context Attributes After Modification.

A product administrator creates a product by associating it with a product class that has three attributes assigned. Two of these attributes are to be used for attribute-based pricing only for this product.

How should the product administrator ensure that these two attributes can be used for attribute-based pricing?


A. Edit the attribute associated to a product classification and set the 'Is Price Impacting' flag.


B. Edit the attribute definition and set the 'Is Price Impacting' flag.


C. Edit the inherited attributes at the product level and set the 'Is Price Impacting' flag.





C.
  Edit the inherited attributes at the product level and set the 'Is Price Impacting' flag.

Summary:
The product inherits three attributes from its product class, but the pricing behavior needs to be configured specifically for this single product. The "Is Price Impacting" flag must be set at the product level to override the inherited settings from the class. This provides granular control, allowing the administrator to enable attribute-based pricing for only two of the three attributes for this specific product, without affecting other products in the same class.

Correct Option:

C: Edit the inherited attributes at the product level and set the 'Is Price Impacting' flag.
This is the correct action. When a product inherits attributes from a class, those attributes appear as "inherited" on the product record. The administrator can edit these local instances to change their behavior, such as setting the Is Price Impacting flag, specifically for this product. This allows for the required selective pricing configuration.

Incorrect Option:

A: Edit the attribute associated to a product classification and set the 'Is Price Impacting' flag.
Editing the attribute directly on the product class would change the setting for all products that belong to that class. This lacks the required granularity and would incorrectly impact the third attribute or other products that should not have attribute-based pricing.

B: Edit the attribute definition and set the 'Is Price Impacting' flag.
The attribute definition is the global setup for the attribute. Changing it here would make the attribute price-impacting for every single product and class that uses it, which is far too broad and does not meet the requirement to configure it for "this product" only.

Reference:
Salesforce Help: Define Attributes for a Product - The official documentation explains that for inherited attributes, you can "override the attribute's properties for a specific product" directly on the product record. This includes setting the Is Price Impacting flag to control pricing at the individual product level.

A Revenue Cloud Consultant is asked to provide a report on ordered internet service where upload/download speed is configurable and is required.

Which objects should the consultant use in a custom report to retrieve this information?


A. Order Products, Order Product Attributes


B. Order Product Attributes, Product Attribute Definition


C. Order Products, Product Attribute Definition





A.
  Order Products, Order Product Attributes

Summary:
The company wants a report showing ordered internet service with required, configurable attributes such as upload and download speed. These values are stored at the order line level once a quote converts into an order. To report correctly on the actual speeds chosen by the customer, the consultant must use Order Products (the ordered items) and Order Product Attributes (the chosen attribute values for each item). This combination provides complete visibility into ordered configurations.

Correct Option:

A — Order Products, Order Product Attributes:
Order Products represent the individual items included in an order after quote conversion. Order Product Attributes store the actual attribute values selected during configuration—such as upload speed, download speed, contract length, etc. This pair gives a full picture of what was ordered and which configuration values were chosen. It is the only combination that supports reporting on real, finalized attribute selections at the order stage.

Incorrect Option:

B — Order Product Attributes, Product Attribute Definition:
Order Product Attributes contain selected values, while Product Attribute Definitions describe possible attributes. Reporting on these two objects would mix actual data with metadata. Product Attribute Definition is not needed for reporting what the customer actually ordered. It would show available attributes, not the configured speeds included in the order, making this option unsuitable.

C — Order Products, Product Attribute Definition:
This combination allows the report to show the ordered items but not the attribute values chosen at configuration time. Product Attribute Definition only defines attributes like “Upload Speed” or “Download Speed,” but does not store customer-selected speeds. Without Order Product Attributes, the report would lack the actual configuration data needed to fulfill the requirement.

Reference:
Salesforce Revenue Cloud Data Model → Order Product Attributes, Attribute-Based Configuration, Order Object Relationships.

A product designer created the necessary products and bundles using Product Catalog Management. However, users are not able to see the products while preparing quotes.

Which action should the product designer take to resolve this?


A. Select the appropriate product selling model for each of the products.


B. Select the appropriate pricing procedure in the Salesforce Pricing Setup.


C. Select the appropriate context definition in the Product Discovery Settings.





C.
  Select the appropriate context definition in the Product Discovery Settings.

Summary:
The issue is that products are not visible during the quote creation process. This is a product discovery and context problem, not a issue with the products' fundamental setup or their pricing logic. The quote line editor uses a specific context (like "Sales") to determine which products to display. If the context definition is not properly assigned to the user's page or app, the products will not appear, even if they are correctly built.

Correct Option:

C: Select the appropriate context definition in the Product Discovery Settings.
This is the correct action. The Context Definition determines the "lens" through which a user views the product catalog (e.g., filtering by market, segment, or sales channel). This context must be assigned to the user's profile, permission set, or the specific UI page (like the Quote Line Editor) to control product visibility. Configuring this is essential for making products appear in the quoting interface.

Incorrect Option:

A: Select the appropriate product selling model for each of the products.
While a selling model is a mandatory field for activating a product, the question implies the products are already created correctly. The selling model defines how a product is sold (e.g., one-time, subscription), not if it is visible. An incorrect selling model would not typically cause complete invisibility.

B: Select the appropriate pricing procedure in the Salesforce Pricing Setup.
The pricing procedure determines how the final price is calculated after a product has been added to a quote. It has no control over the initial visibility of products in the catalog browse or selection phase.

Reference:
Salesforce Help: Assign a Context Definition - The official documentation explains that context definitions "control the products, categories, and prices that are available to a buyer" and must be assigned to users or pages to define the product catalog they see. This is the critical setting for quote-time product visibility.

After a quote is created from amending a bundle asset, a user unselects a bundle component inside the configurator and saves and exits to the Transaction Line Editor.

How will the user identify the unselected bundle component?


A. No line items will be displayed for the unselected component.


B. It will show a red cancel tag next to the product that was unselected, and the quantity will be -1.


C. The line item status field will show “Canceled”, and quantity will be 1.





B.
  It will show a red cancel tag next to the product that was unselected, and the quantity will be -1.

Summary:
When amending an existing bundle asset in Salesforce CPQ, any component that a user removes or unselects during configuration must be represented in the amendment quote so CPQ knows to cancel it on the customer’s subscription or asset. CPQ shows removed components clearly in the Quote Line Editor using cancellation indicators. The visual cue for a removed bundle component is a red cancel tag with a quantity of –1, signaling that the asset should be canceled.

Correct Option:

B — It will show a red cancel tag next to the product that was unselected, and the quantity will be -1
Salesforce CPQ marks removed components in amendment quotes using a red “Cancel” tag. The system adds a quote line with a quantity of –1, which indicates that CPQ should cancel or reduce the asset. This is the standard behavior for removals during amendments. It ensures clear visibility to the user and proper processing when creating the amendment order or renewal.

Incorrect Option:

A — No line items will be displayed for the unselected component
This is incorrect because CPQ must track removed components. If nothing displayed, the amendment would not properly signal that a component needs cancellation. Therefore, CPQ always adds a cancel line for removed items so the system knows to adjust the asset records when the amendment is finalized.

C — The line item status field will show “Canceled”, and quantity will be 1
A canceled item does not show quantity 1 because the system needs a negative quantity to indicate a reduction or cancellation. “Canceled” is not the value CPQ uses on the quote line; instead, CPQ uses the red cancel indicator with a negative quantity. Therefore, this option does not reflect how CPQ handles removed bundle components.

Reference:
Salesforce CPQ Documentation → Amendments & Asset-Based Ordering, How CPQ Displays Removed Products in Amendment Quotes.

A company selling hardware and software needs to implement a 2-day delay for software provisioning after hardware delivery in its order-to-cash process. While configuring the Dynamic Revenue Orchestrator (DRO) plan, the Fulfillment Designer notices the option for adding this delay is not visible on the provisioning task.

What should the Revenue Cloud Consultant enable to add this option for the Fulfillment Designer?


A. Future-Dated Steps in the DRO settings


B. Modify All Data permission in the Fulfillment Designer's profile


C. Link Task to Step Source button in the DRO settings





A.
  Future-Dated Steps in the DRO settings

Summary:
The requirement is to introduce a timed, conditional delay between two fulfillment steps (hardware delivery and software provisioning). This is a scheduling feature within the orchestration plan. The specific capability to configure a future start date for a task step is controlled by a global DRO setting. If this setting is not enabled, the option to set the delay will not be visible on the task configuration screen, preventing the designer from implementing the business requirement.

Correct Option:

A: Future-Dated Steps in the DRO settings:
This is the correct action. The "Future-Dated Steps" setting is a master switch in the DRO configuration that, when enabled, allows a Fulfillment Designer to define a specific start date and time for a task step. This is the direct feature needed to create the 2-day delay after the preceding hardware delivery step is completed.

Incorrect Option:

B: Modify All Data permission in the Fulfillment Designer's profile:
While a Fulfillment Designer needs appropriate permissions, "Modify All Data" is an overly broad system-level permission that is not required to see a specific configuration option on a DRO task. The visibility of the "Future-Dated" option is controlled by the DRO-specific setting, not by object-level CRUD permissions.

C: Link Task to Step Source button in the DRO settings:
This is not a standard DRO setting or button. The "Step Source" is a field on a task that defines the record (like a Work Order Line Item) it operates on. There is no global "Link Task to Step Source" setting that controls the visibility of scheduling options.

Reference:
Salesforce Help: Configure Dynamic Revenue Orchestrator - The official documentation for enabling DRO features includes "Future-Dated Steps" as a configuration option. Enabling this setting makes the scheduling fields available on the task definition, allowing for the creation of delayed steps.

A company's IT team is planning to implement Revenue Cloud. Their team consists of business analysts and administrators. The company plans to solve a complex and major use case of omni-channel selling, allowing its customers to buy directly from its third-party website as well as via its sales reps. The company also plans to hire new staff to support this project. Which skill set does the IT team need to successfully implement this project?


A. Expertise in Salesforce Integration, including REST APIs


B. Expertise in Salesforce flows


C. Expertise in Apex and Lightning Web Component development





A.
  Expertise in Salesforce Integration, including REST APIs

Summary:
The primary business goal is omni-channel selling, which requires connecting a third-party e-commerce website to the Revenue Cloud data model (Products, Quotes, Orders) seamlessly. This is a classic integration scenario. While flows and Apex can be used for internal automation, the core challenge is building a secure, scalable, and real-time connection between two separate systems, which is fundamentally an API-based integration task.

Correct Option:

A: Expertise in Salesforce Integration, including REST APIs:
This is the most critical skill set. Enabling a third-party website to create and manage sales data in Salesforce requires building and exposing REST APIs. The business analysts would define the data contracts, and the administrators would help with security and object modeling, but the implementation hinges on experts who can design, build, and secure these system-to-system integrations.

Incorrect Option:

B: Expertise in Salesforce flows:
Flows are powerful for automating internal business processes within the Salesforce platform, such as quote approval or fulfillment orchestration. They are not the primary tool for building the external-facing APIs needed for a third-party website to interact with Salesforce.

C:Expertise in Apex and Lightning Web Component development:
Apex and LWC are used for building custom user interfaces and business logic within the Salesforce UI. While Apex can be used to create custom API endpoints, the core skill required here is broader "integration" knowledge, including API design, security, and best practices for connecting disparate systems, which encompasses but is not limited to just Apex coding.

Reference:
Salesforce Architect: Integration - The Salesforce Integration capabilities documentation emphasizes the use of REST APIs for building connected experiences and enabling B2C commerce, which is the foundational capability for the described omni-channel use case.

A Revenue Cloud Consultant confirmed that a user has the correct permissions and license access to view and amend assets. However, when the user navigates to the Account page, they do not see any assets available for Namendment, even though active assets exist.

What is the reason the user cannot see the assets?


A. The Managed Asset Viewer component and the Asset related list are missing from the Account page layout.


B. The asset records have expired and, as a result, are no longer displayed on the Account page.


C. The consultant needs to set up the Amend, Renew, and Cancel flow to allow amendments and renewals.





A.
  The Managed Asset Viewer component and the Asset related list are missing from the Account page layout.

Summary:
The user has the correct data-level permissions (to view and amend records) but cannot see the assets on the Account page layout. This indicates a user interface (UI) configuration issue, not a data access problem. In Salesforce, even if a user has access to records, they must have a UI component, like a related list or a Lightning component, added to the page layout to view and interact with those records from a specific page.

Correct Option:

A: The Managed Asset Viewer component and the Asset related list are missing from the Account page layout.
This is the most direct and likely cause. The Asset related list is the standard out-of-the-box component for displaying assets on an account. The Managed Asset Viewer is a common component for asset management actions. If these are not present on the page layout the user is viewing, the assets will be functionally invisible from that page, despite the user's permissions.

Incorrect Option:

B: The asset records have expired and, as a result, are no longer displayed on the Account page.
Expired assets are typically still visible on the account; their status is simply set to "Expired." The problem states the user cannot see the assets at all, which is a visibility issue, not a status-based filtering issue.

C: The consultant needs to set up the Amend, Renew, and Cancel flow to allow amendments and renewals.
This configuration is necessary to define the actions a user can take on an asset (like amending it), but it does not control the initial visibility of the asset records on the Account page. The user should still be able to see the assets even if this flow isn't fully configured.

Reference:
Salesforce Help: Customize Page Layouts - The official documentation explains that page layouts control which fields and related lists users can see on a record's detail page. The Asset related list must be added to the Account page layout for users to see assets from that context.

A Cloud Consultant is using Contracts AI to retrieve clauses and contract fields from a PDF. After the initial run, the consultant realizes that a payment method custom field needs to be retrieved that was not initially included.

What should the consultant do to retrieve this custom field?


A. Modify the contract extraction template to define the attribute mapping and context mapping for payment method.


B. Modify the AI prompt template to define the attribute mapping and context mapping for payment method.


C. Log a support case with Salesforce to enable payment method to be added to the extraction mapping used.





A.
  Modify the contract extraction template to define the attribute mapping and context mapping for payment method.

Summary:
Contracts AI extracts clauses and field data from contract documents using Contract Extraction Templates. These templates determine which fields, clauses, and metadata are pulled from uploaded PDFs. If a new custom field—such as Payment Method—needs to be included after the first extraction, the consultant must update the extraction template so the AI engine knows to look for and map this new field. Only modifying the extraction template enables AI to retrieve it on subsequent runs.

Correct Option:

A — Modify the contract extraction template to define the attribute mapping and context mapping for payment method
Contract extraction templates are the core configuration layer for Contracts AI. They control which fields are extracted, how values are mapped, and what contextual rules guide the extraction. By adding the new custom field to the template’s attribute mapping and context mapping, AI will identify and extract the field from the PDF. This is the correct and supported method for updating extraction requirements.

Incorrect Option:

B — Modify the AI prompt template
AI prompt templates control the language and structure used when presenting extracted clause summaries or generating contract intelligence, not the extraction rules themselves. Prompt templates do not define field mappings or determine which custom fields Contracts AI retrieves from documents. Changing the prompt would not enable extraction of the payment method field.

C — Log a support case with Salesforce
Salesforce support is not required to add new fields to Contract Extraction Templates. The consultant has full admin-level capability to update extraction templates directly in the Contracts AI settings. This option would be unnecessary and would not provide any configuration benefit, as custom fields are meant to be self-managed in templates.

Reference:
Salesforce CLM & Contracts AI Documentation → Contract Extraction Templates, Attribute Mapping & Context Mapping for Field Extraction.


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