Revenue-Cloud-Consultant-Accredited-Professional Exam Dumps - Salesforce Revenue Cloud Consultant Accredited Professional

In a Salesforce CPQ scoping session,the first type of documentation that comes into play is the Business Process Mapping. This is because before diving into the specifics of products, bundles, order management, or quote documentation, it’s crucial to understand the client’s overallbusinessprocesses. Business Process Mapping provides a visual representation of the client’s business processes, which can help identify inefficiencies, redundancies, and gaps in the current process. It also helps in understanding how the Salesforce CPQ solution can be best configured to align with and optimize these processes1. References: Salesforce CPQ documentation1.

 Contracted Pricingis the object that stores the negotiated prices and discounts for each account and product combination. Contracted Pricing allows sales users to create new quotes with the same pricing terms that were agreed upon in previous contracts, without having to manually adjust the prices or discounts. Contracted Pricing also enables businesses to maintain pricing consistency and accuracy across different channels and systems. To use Contracted Pricing, legacy data from accounts, contracts, and quotes need to be loaded into the Contracted Pricing object, along with the relevant price book entries and product options. 12 References:

Contracted Pricing - Salesforce

Migrate Legacy Data to Contracted Pricing - Salesforce

User acceptance testing (UAT) is a process of verifying that a software solution meets the business requirements and expectations of the end users. UAT is usually performedin a test environment by a representative group of users before the software is deployed to production. UAT is essential for ensuring the quality, usability, and functionality of the software, as well as the satisfaction and adoption of the users. To make UAT efficient, some of the planning strategies that should be taken are:

Define and agree on acceptance criteria with customer: Acceptance criteria are the specific and measurable conditions that the software must meet to be accepted by the customer. They are derived from the business requirements and user stories, and they serve as the basis for designing and executing the UAT test cases. Defining and agreeing on the acceptance criteria with the customer before the UAT phase ensures that both parties have a clear and common understanding of what constitutes a successful outcome, and reduces the risk of ambiguity, confusion, or disagreement during the testing process. 12

Train UAT testers on the new functionality: UAT testers are the end users who will evaluate the software and provide feedback on its performance, usability, and suitability for their needs. They should be familiar with the businessprocesses and workflows that the software supports, as well as the new features and enhancements that are being tested. Training the UAT testers on the new functionality before the UAT phase helps them to prepare for the testing activities, understand theexpected behavior and results of the software, and identify and report any issues or defects that they encounter. Training also increases the confidence and competence of the UAT testers, and improves the quality and efficiency of the testing process. 34

Finalize test plans before the build phase completes: Test plans are the documents that outline the scope, objectives, approach, resources, schedule, and deliverables of the UAT phase. They specify the test cases, scenarios, data, tools, and methods that will be used to verify the acceptance criteria of the software. Finalizing the test plans before the build phase completes ensures that the UAT phase is well-planned, organized, and ready to start as soon as the software is delivered to the test environment. It also allows for early detection and resolution of any gaps, risks, or dependencies that may affect the testing process. [5] [6]

In Salesforce CPQ, a bundle is a group of products that are known to be sold together. There are three types of bundles: static, configurable, and nested1. The bundle configuration is a significant part of CPQ, and it can make selling complex product offerings easier by providing sales reps with premade product bundles to choose from1. However, whether a customer needs a bundle configuration or not depends on their specific needs and preferences2. Therefore, it’s important to introduce the concept of bundle configuration as part of a CPQ project, but the decision to implement it should be left up to the customer2. References

Learn About Configuration in the Sales Process - Trailhead

Product Bundles in Salesforce CPQ - SkyPlanner

When implementingSalesforce Revenue Cloud for a business unit that already uses a legacy CPQ system, the following considerations should be taken:

AMap legacy CPQ system capabilities to ensure there is no loss of logic from the older system: It’s important to understand the capabilities of the legacy CPQ system and map these to the new system to ensurethat there is no loss of functionality or business logic12.

B. Transform the customer’s business processes, capture new requirements for the new Revenue Cloud technology: Implementing a new system like Revenue Cloud often requires a transformation of existing business processes. It’s crucial to capture new requirements that align with the capabilities of Revenue Cloud13.

D. Customize Revenue Cloud’s user interface so the customer experiences no major interruption to the new system: To ensure a smooth transition, it can be beneficial to customize the user interface of Revenue Cloud to match the look and feel of the legacy system. This can help minimize disruption for end users14.

References

Salesforce Introduces Revenue Cloud to Help Businesses Accelerate Revenue Growth Across Any Channel -Salesforce Sales

Salesforce Revenue Cloud: A Guide | BillingPlatform

CRM Implementation Considerations- Salesforce

The Ultimate Guide to Salesforce CRM and CPQ Integration

Oracle CPQ Cloud and Salesforce.com Integration