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AP-223 CPQ and Billing Consultant Accredited Professional Questions and Answers

Questions 4

A Subscription-based company has a Revenue Cloud user story to replace their legacy system which states "As a Sales User, I need to see my active deals (including new and renewals opportunities) from the old system carried over to the new Salesforce CPQ system once we go-live".

What are the relevant objects that will store the extracted information from the legacy system?

Options:

A.

Accounts, Opportunities, Contracts, Subscriptions, Assets, Products

B.

Accounts, Opportunities, Quotes, Contracts, Subscriptions, Products

C.

Accounts, Opportunities, Quotes, Contracts, Products, Order Products

D.

Accounts, Opportunities, Orders, Contracts, Order Products

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Questions 5

Universal Containers is reporting a platform governor limit issue while saving a quote with a large number of quote

line items. What should the Revenue cloud consultant recommend to address the issue?

Options:

A.

Enable the CPQ package setting for “quote batch size” to a value which is less than the number based on the volume testing to avoid platform gov. limits

B.

Enable the CPQ Package setting for “Large Quote Experience”

C.

Enable the CPQ package setting for “Large Quote Threshold” to a value which is less than the number based on the volume testing to avoid platform gov. limits

D.

Enable the CPQ package setting for “Large Quote Threshold” to a value which is less than the number of lines which triggered the error during testing.

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Questions 6

What are three key characteristics of an implementation partner leading arevenue cloud scoping session?

Options:

A.

Excellent Communication Skills both verbal and written

B.

Being effective at planning, monitoring and reviewing

C.

Having deep knowledge of competitor Products

D.

Experience in a selling role with quota responsibilities

E.

Understanding design pitfalls and Mitigation actions to course correct

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Questions 7

A revenue cloud user story states “Sales users should have the ability to create new quotes with established rate cards and account specific discounts because current customers are entitled to the pricing that was originally negotiated'' .in addition to loading data to accounts, contracts, quotes what other object will need to absorb legacy data?

Options:

A.

Contracted Pricing

B.

order products

C.

entitlements

D.

Subscription

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Questions 8

Universal Containers sell boxes based on size. Price for a specific product is based on the selection of length and width and height. which cpq pricing functionality should be used here?

Options:

A.

Percent of total

B.

Multi Dimensional Quoting

C.

Discount Schedule

D.

Price Rule with lookup table

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Questions 9

An escalation on a Revenue Cloud project happens, which role is primarily responsible for project success?

Options:

A.

Customer Success Manager

B.

Solution Architect

C.

Developer

D.

Project Manager

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Questions 10

During user acceptance testing (UAT) a tester submits an incident because the invoice total did not match the expected results. Which 3 types of information should be included in the description of the incident and a quick resolution?

Options:

A.

description of new requirements that will help fix the issue

B.

quote number order number or invoice number

C.

expected resolution date

D.

steps to replace issue

E.

Expected results

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Questions 11

A Salesforce CPQ implementation suffers from poor performance. The Revenue Cloud Consultant has implemented 90 active price rules Supporting complex pricing requirements. what tactics can a Revenue Cloud Consultant Consider to reduce the number of price rules to improve performance in this area?

Options:

A.

Create a support case and request to increase the processing limits so that price rules perform better.

B.

Implement lookup price rules where applicable

C.

Implement Quote Calculator Plugin where Possible to replace price rules.

D.

Implement triggers and Apex that behave like price rules.

E.

Replace recursive price rule logic with nested bundles. (Choose 2 options)

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Questions 12

After installing salesforce CPQ in your customer Sandbox org you notice unacceptable performance times as the primary quote syncs to the opportunity its determined the cause for sub optimal performance is attribute to 30 process builders referencing the quote and opportunity along with other heavy customization that was previously created. what strategy should the revenue cloud consultant recommend to the customer?

Options:

A.

Architect the revenue cloud solution to follow suit by extending customization using coding best practices to improve scalability

B.

baseline current performance recommend to identify and address the technical debt first before designing the revenue cloud solution categorize the subpar customizations as ‘out of scope’.

C.

processed with design and build, and address performance issues as the final task in UAT

D.

upgrade the org to the latest CPQ and billing release, this will largely address the performance issues

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Questions 13

After a Contract has been created and activated, what is an appropriate use of automation to support renewals? “

Options:

A.

Renewal Quoted should be checked as early as possible, and Renewal Forecasted should be checked when the quote is due for renewal

B.

Check both Renewal Forecasted and Renewal Quoted fields simultaneously, as soon as the contract is activated

C.

Check both Renewal Forecasted and Renewal Quoted fields simultaneously, closest to the renewal date

D.

Renewal Forecasted should be checked as early as possible, and Renewal Quoted should be checked near Contract End Date

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Questions 14

An order has 5 order products that bill monthly.

One of the order products require 2 months of charges to appear on the next invoice without modifying invoicing for the other order products.

What field will need to be used to accomplish this task?

Options:

A.

Override Next Billing Date

B.

Hold Billing - C. Target Date

C.

Bill Through Date Override

D.

Bill Now

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Questions 15

An invoice run with a target date of 6/1/20 has completed with no errors.an order product with a next billing date of 6/1/20 did not generate an invoice line. which of the following fields might hold a value that would account for this?

Options:

A.

Billing type

B.

Next change date

C.

billing account

D.

invoice run processing status`

E.

Billing day of month

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Questions 16

What does RASIC stand for?

Options:

A.

Responsible, Actionable, Supporting, Informed, Consulted

B.

Responsible, Actionable, Supporting, Informed, Communicate

C.

React, Action, Support, Informed, Consulted

D.

Responsible, Accountable, Supporting, Informed, Consulted

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Questions 17

A revenue cloud consultant determines that price rules will not address additional calculation steps to accurately set the quote line list price needed for a project. What is the next functionality that should be investigated that will address the requirements?

Options:

A.

Use a Record Change Flow to trigger on the Quote Line.

B.

A Quote Calculator plugin (QCP)

C.

Set Pricing Method to Custom

D.

Use an Apex Trigger on the Quote Line

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Questions 18

Which usage summary field can be used as an external ID to simplify usage uploads after amendments?

Options:

A.

Legal entity

B.

invoice run

C.

auto number

D.

source

E.

matching ID

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Questions 19

Our customer is headquartered in the US but has operations in Germany. The German operation has CPQ installed in their own EU instance of salesforce.

Which service region should be defined for the Europeans instance of CPQ in order to optimize calculation performance?

Options:

A.

North America

B.

japan

C.

europe

D.

Australia

E.

Server region has no performance impact

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Questions 20

Which 3 objects are updated when posting an invoice?

Options:

A.

Order Product

B.

Quote

C.

Invoice Line

D.

Quote Line

E.

Invoice

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Questions 21

A Revenue Cloud customer has posted an invoice and now wants to add on more items from another order associated to that account. Without using invoice batches, how can this be accomplished?

Options:

A.

Credit the invoice, add the new order and run an invoice scheduler to pick all the orders up.

B.

use bill now on the new order and reparent the new invoice lines to the existing invoice C . Cancel and Rebill the invoice, add the new Order and run an invoice scheduler to pick all the order up.

C.

Use bill now on the new Order and consolidate the invoices.

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Questions 22

Which 3 data migration strategies are appropriate for migrating a customer’s in-flight quote from another quoting tool into salesforce CPQ?

Options:

A.

Migrate opportunity line item data via data loader ,ensure “disable initial quote sync” is disable

B.

adopt a change management strategy that requires sales users recreate in-flight quotes within salesforce CPQ

C.

migrate opportunity , quote ,and quote line data via data loader

D.

utilize the import lines feature to migrate quote & quote line data

E.

Migrate contract and subscription data via data loader

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Questions 23

What does INVEST stand for in the INVEST criteria when defining user stories?

Options:

A.

Independent, Negotiable, Valuable, Estimable, Small, Testable

B.

Independent, Negotiable, Valuable, Equal, Small, Testable

C.

Independent, Negotiable, Valuable, Estimable, Sequential, Testable

D.

Investable, Negotiable, Valuable, Estimable, Small, Testable

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Questions 24

Which Type of Documentation comes first in a Salesforce cpq scoping session?

Options:

A.

Order Management

B.

Products and Bundles

C.

Business Process Mapping

D.

Quote Documentation And Plggins

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Questions 25

Which corrective action should an admin take after noticing an error on a posted invoice?

Options:

A.

Cancel and rebill, correct the order, create and post a new invoice.

B.

Change the status from Posted to draft on the invoice, correct the invoicing error and repost it

C.

Delete the invoice record, correct the order, create and Post a new invoice

D.

credit the invoice, correct the order, create and post a new invoice

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Questions 26

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?

Options:

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

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Questions 27

sales reps at UC were facing governor limits while configuring certain large bundles. the admin at UC has set the ‘enable large configurations package settings to TRUE now the users are experiencing longer loading times between saving a bundle configuration and returning to the quote line editor, even for smaller bundles.

what should the admin do to resolve this issue?

Options:

A.

Enable Large configuration on the bundle parents where needed by selecting the product’s enable large configuration field

B.

Recommend CPQ and billing design solutions within proper capabilities

C.

All bundles that have more than 20 product should be split into smaller bundles

D.

Enable large configurations setting should not be used in such a case.

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Questions 28

How does Hold Billing work?

Options:

A.

It Prevents invoice document generation and stops email notifications from going out to the customer.

B.

The Hold Billing field is set to “yes” until the order is activated. Upon order activation the field will be automatically set to “no”.

C.

It suspends invoicing for that order product until the field is set to “no”. Invoices lines will be created to account for the time when hold billing was set to “yes”

D.

It suspends invoicing for that order product until the field is set to “no”. Invoices lines will be created only for invoices after hold billing was set to “yes”.

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Questions 29

Universal containers recently migrated legacy contracts and subscriptions into salesforce in order to facilitate amendments and renewals in CPQ .however ,sales user sure getting the ‘attempt to de-reference a null object’ error when amending the legacy contract. what is the most likely cause for the error?

Options:

A.

Migrated contracts and subscriptions cannot be amended using salesforce CPQ

B.

Amendment of legacy contract and subscription data requires asset-based renewal method

C.

Required fields are missing or incorrectly populated on the legacy contract and subscription data

D.

Legacy subscription data are missing a lookup to a source quote line record

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Questions 30

Universal Containers sell a product bundle named “Corporate IT Solutions”. One of the product options inside this bundle is named Hardware Firewall Universal Containers has a requirement where if the customer has purchased a hardware firewall in the past, the hardware firewall product option should be hidden while configuring the bundle.

The CPQ admin has created a product rule to handle this requirement. What should the evaluation event of the product rule be set to?

Options:

A.

Always

B.

Save

C.

Load and Edit

D.

Load.

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Exam Code: AP-223
Exam Name: CPQ and Billing Consultant Accredited Professional
Last Update: Dec 14, 2025
Questions: 101

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