Revenue-Cloud-Consultant-Accredited-Professional Practice Test
Salesforce Spring 25 Release 78 Questions
Which 3 documents help a revenue cloud consultant better understand the client’s revenue
cloud project requirements before speaking for the first time in a scoping session?
A. A sample proposal the client provides to their customers
B. Brochures that provided detail to the products and services the client offers
C. The latest release notes found at help salesforce.com>salesforce CPQ patch notes
D. An approval matrix documentation that describe the approvals needed before a quote is
sent to the customer
E. The clients income statements and balance sheet
A. A sample proposal the client provides to their customers B. Brochures that provided detail to the products and services the client offers D. An approval matrix documentation that describe the approvals needed before a quote is
sent to the customer
Explanation:
A Revenue Cloud consultant needs to understand the client’s business, their products or
services, and their sales process before they can effectively scope a Revenue Cloud
project.
A. A sample proposal the client provides to their customers: This document can give the
consultant insights into the client’s current sales process, pricing strategies, and customer
interactions1.
B. Brochures that provide detail to the products and services the client offers: These
materials can help the consultant understand the client’s product offerings, their unique
selling points, and how they position themselves in the market1.
D. An approval matrix documentation that describes the approvals needed before a quote
is sent to the customer: This document can help the consultant understand the client’s
internal approval processes, which is crucial for configuring the approval workflows in
Revenue Cloud2.
C. The latest release notes found at help.salesforce.com>salesforce CPQ patch notes:
While these notes are important for staying updated on the latest features and bug fixes in
Salesforce CPQ, they may not directly help the consultant understand the client’s specific
project requirements3.
E. The client’s income statements and balance sheet: While these financial documents can
provide valuable insights into the client’s financial health and performance, they may not
directly contribute to understanding the client’s Revenue Cloud project requirements1.
References: Salesforce Revenue Cloud documents1, Salesforce Approval Processes2,
Salesforce CPQ Patch Notes3.