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質問 # 32
Which three documents help a revenue cloud consultant better understand the client's Revenue Cloud Project requirements before speakingfor the first time in a scopingsession?
正解:B、C、D
解説:
These are three documents that can help a revenue cloud consultant gain a better understanding of the client's business model, value proposition, pricing strategy, and approval process before engaging in a scoping session.
* A sample proposal the client provides to their customers: This document can help the consultant understand how the client presents their products and services to their customers, what kind of information they include, how they structure their pricing and discounts, and what terms and conditions they apply. This can help the consultant design a solution that meets the client's needs and expectations, as well as aligns with their branding and messaging. 1
* Brochures that provided detail to the products and services the client offers: This document can help the consultant understand the features and benefits of the client's products and services, how they differentiate themselves from their competitors, and what kind of value they deliver to their customers.
* This can help the consultant configure the product catalog, pricing rules, and quote templates that reflect the client's offerings and value proposition. 2
* An approval matrix documentation that describe the approvals needed before a quote is sent to the customer: This document can help the consultant understand the client's internal governance and compliance requirements, as well as the roles and responsibilities of the stakeholders involved in the quote-to-cash process. This can help the consultant set up the approval workflows, notifications, and permissions that ensure the accuracy and validity of the quotes and contracts. 3 References:
* 1: This article explains how to create a professional proposal for customers using Salesforce CPQ.
* 2: This article explains how to create and manage product catalogs and pricing in Salesforce Revenue Cloud.
* 3: This article explains how to create and manage approval processes in Salesforce Revenue Cloud.
質問 # 33
What planning strategies should be taken to make user acceptance testing (UAT)Efficient?
正解:B、C、E
解説:
For User Acceptance Testing (UAT) to be efficient, it's crucial to have clear and agreed-upon acceptance criteria with the customer. This ensures that both parties have a mutual understanding of what constitutes a successful test outcome. Defining these criteria upfront helps streamline the testing process, as it focuses efforts on verifying that the system meets the business requirements and expectations. While the specific document reference for this answer isn't available in the provided Salesforce Revenue Cloud documents, this approach is awidely recognized best practice in UAT planning and execution in software development and implementation projects.
質問 # 34
During user acceptance testing (UAT) a tester submitsan incident because the invoicetotal did not match the expected results. Which 3 types of information should be includedin the description of the incident and a quick resolution?
正解:A、B、D
質問 # 35
Which Revenue Cloud Feature can` be customized to provide an aggregated view of thecurrent goods and services on a contract?
正解:A
解説:
Customer Asset LifeCycle Management (CALM) is a feature of Salesforce Revenue Cloud that enables businesses to manage the entire lifecycle of their customer assets, from creation to renewal to termination.
Customer assets are the goods and services that customers have purchased or subscribed to, and they can be tracked and updated on a single platform. CALM provides an aggregated view of the current customer assets on a contract, as well as their history, status, and future changes. CALM also allows businesses to automate the creation and activation of orders, amendments, and renewals based on the customer asset data. With CALM, businesses can gain visibility and control over their revenue streams, optimize their customer relationships, and reduce manual errors and inefficiencies. References:
https://www.salesforce.com/au/products/revenue-lifecycle-management/
https://www.g2.com/products/salesforce-salesforce-revenue-cloud/features
質問 # 36
Which 3 objects are updated when posting an invoice?
正解:A、C、D
解説:
Order Product: The status of the Order Product is updated when the corresponding Invoice Line is posted. The fields such as 'Invoice Run Processing Status', 'Next Billing Date', 'Next Charge Date', and 'Last Charge To Date' are updated for the next period1.
Invoice Line: The Invoice Line object is updated when an invoice is posted. This includes locking the Invoice Line from further changes and finalizing the agreement represented by the invoice2.
Invoice: The Invoice object itself is updated when an invoice is posted. This includes changing the status of the invoice from 'Draft' to 'Posted', which locks the invoice from further changes and makes it ready for revenue recognition reporting2.
It's important to note that posting an invoice finalizes the agreement and prevents deletion of the invoice or any of its invoice lines. This ensures that your organization always has a record for legal and bookkeeping purposes2.
Reference:
Posting Invoices - Salesforce
Best Practices to Implement Invoice Runs With Salesforce Billing
Unable to Post an Invoice that is in Draft Status - Salesforce
Cancel or Post Invoice Lines in Draft status while Invoice ... - Salesforce
質問 # 37
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