Revenue Cloud Consultant Practice Exam 2025: Latest Questions

A sales ops team wants sales reps to create a quote where the customer can choose a contract term of 12, 24, or 36 months, and the subscription end date should automatically calculate from the start date and term. Which CPQ feature best meets this requirement?

A company uses Salesforce Billing and wants to automatically create invoices from activated subscription orders on a scheduled basis. Which process should the consultant recommend to generate invoices without manual intervention?

A customer wants to standardize how users sell a bundle by guiding them through selecting required options and showing only compatible accessories. Which CPQ capability is primarily used to model this guided configuration experience?

A company integrating an ERP needs a reliable way to correlate an incoming ERP customer record to an existing Salesforce Account across multiple orgs. Which approach is a best practice for data matching and upsert operations?

A telecom provider sells a base plan plus add-ons. Add-ons should only be allowed when the base plan is on the quote, and certain add-ons are mutually exclusive. Which CPQ approach best enforces both dependencies and exclusivity at configuration time?

A manufacturer wants to offer tiered pricing where the unit price decreases as quantity increases (e.g., 1–9, 10–49, 50+). They want the tiers centrally maintained and applied automatically on quote lines. What should the consultant recommend?

A subscription business bills monthly in advance. Customers can start service mid-month, and the first invoice must prorate the partial month and then bill full months thereafter. Which Salesforce Billing concept primarily enables this behavior?

An integration sends Orders and Order Products from an external system into Salesforce for billing. The billing team reports that invoice generation works, but taxes and some downstream billing calculations are inconsistent. What is the most likely root cause the consultant should investigate first?

A SaaS company needs to recognize revenue ratably over the subscription term, but also recognize a one-time implementation fee immediately upon go-live (which may occur after contract start). They want to support reporting for both policies in a controlled way. Which design is most appropriate?

A global enterprise has CPQ in Salesforce and an external provisioning system. After a quote is contracted, the enterprise wants to send a canonical order payload to the provisioning system, guarantee exactly-once processing, and support retries without creating duplicate downstream orders. Which integration pattern best meets these requirements?

A subscription business sells annual software with monthly billing in advance. The customer’s invoice schedule must be generated at contract activation and automatically reflect proration when the start date is mid-month. Which approach best meets this requirement in Revenue Cloud?

An admin needs to prevent sales reps from selling an "Extended Warranty" unless a qualifying "Hardware" product is also present in the quote. Which CPQ feature is best suited to enforce this requirement at add-to-quote time?

A company integrates an ERP to receive payment status updates for invoices. They want the CRM users to see invoice status updates in near real time without manual refresh. Which integration pattern is most appropriate?

A global manufacturer needs to support multi-currency quoting where discounting rules vary by region and product family. They also want to centralize policy so future changes don’t require editing many price books. What is the best design approach?

A quote contains a bundle with optional components. When a rep selects the "Premium Support" option, the "Standard Support" option must be deselected automatically to avoid conflicting selections. Which CPQ mechanism should be used?

A services company sells projects with milestone-based billing (e.g., 30% upfront, 40% mid-project, 30% at completion). The sales team needs to capture milestones on the quote and have invoices generated based on those milestones after activation. What is the recommended approach?

An organization uses middleware to upsert Products, Price Book Entries, and Accounts into Salesforce. They are seeing intermittent failures due to record locking and duplicate external IDs during peak loads. What is the most effective mitigation strategy?

A telecom provider needs automated amendments when customers change quantities mid-term. The business requires that changes are tracked as amendments, proration is applied, and downstream billing reflects the net change. Which solution design best supports this?

A company recognizes revenue daily for subscriptions but invoices monthly in arrears. Finance requires that revenue recognition is independent from billing timing and remains correct through upgrades/downgrades. Which design best meets this requirement?

After implementing CPQ, users report that quote totals occasionally differ between the Line Editor and the generated PDF, especially when multiple discount rules apply. Which troubleshooting step is most likely to identify the root cause?

A manufacturer sells a base product with optional add-ons. When the customer selects Add-on A, Add-on B must also be included. If Add-on A is removed, Add-on B should remain if it was manually selected earlier. Which CPQ approach best meets this requirement?

A company uses Salesforce CPQ and Billing. They want invoices to consolidate charges from multiple subscriptions into a single monthly invoice per account, even when subscription start dates differ. Which Billing configuration best supports this?

A Revenue Cloud implementation integrates CPQ with an ERP for product and price synchronization. The ERP is the system of record for item master and base price, while Salesforce is the system of record for discounting and quoting rules. Which data management approach is most appropriate?

A company sells a bundle that includes hardware (recognized at shipment) and a one-year support service (recognized ratably). They want Revenue Recognition to separate performance obligations and recognize revenue appropriately without manual journal entries. What design best supports this requirement?

Users report that a Product Rule intended to prevent incompatible products is not firing consistently. The rule uses conditions based on Quote Line fields, and it should evaluate whenever quote lines are added or quantities change. What is the most likely configuration gap?