AP-223 Exam Dumps - Salesforce Revenue Cloud Consultant Questions and Answers

ARR__c exists on Quote Line (SBQQ__QuoteLine__c) and must appear on:

Opportunity Line Item for pipeline reporting

Salesforce CPQ automatically syncs Quote → Opportunity Line Item when:

The field exists on both objects

The Field API Name and Field Type match

This requires zero automation, no flow, no price rules.

When a Revenue Cloud project is escalated, the Project Manager is the role accountable for:

Overall project success

Scope, timeline, budget

Risk management

Issue resolution

Stakeholder coordination

Salesforce implementation methodology is clear:

The Project Manager owns project outcomes.

Thus D is correct.

Successful exit criteria for User Acceptance Testing (UAT) is:

✔ Customer Acceptance Sign-offThis means:

All test cases have passed

All critical defects are resolved

Stakeholders approve the solution

The project is cleared to move into deployment

This is documented in Salesforce Implementation Lifecycle.

Why other choices are incorrect:Option

Why Wrong

A — Change Order

Change orders happen when new scope is introduced, not an exit criterion for UAT.

C — Design Document

Completed earlier during design phase.

D — Sandbox to Prod Migration

Happens after UAT sign-off.

E — Deployment plan

Prepared before deployment, not a sign of UAT completion.

Thus B is the only correct exit criterion.

A Revenue Cloud consultant leading scoping must have:

A – Excellent communication: Key for translating technical and business requirements.

B – Planning/monitoring/review skills: Required to drive structured discovery workshops.

E – Awareness of design pitfalls & mitigation: Ensures a scalable CPQ/Billing architecture.

Options C and D are irrelevant: competitor knowledge or sales quota experience are not key skills for scoping a CPQ/Billing project.

The Salesforce Safe Harbor statement exists to remind customers:

They should only make scoping, planning, design, and purchasing decisions based on current, available functionality, not forward-looking statements or roadmap presentations.

Salesforce does not guarantee:

Release timing

Exact feature delivery

Backward compatibility

In every Salesforce CPQ implementation, Product Bundles are one of the core configuration capabilities that must be discussed during scoping and discovery—even if the customer does not initially think they need them.

✔ Why the correct answer is BB. Yes, bundle configuration should be introduced and it's up to the customer to decide whether they need it or not.

This aligns fully with Salesforce CPQ implementation best practices, discovery methodology, and the guidance in CPQ documentation and study resources.

Why bundles must be discussed in scopingSalesforce CPQ Bundles are used to solve many common quoting problems:

Grouping products together

Managing optional/required components

Handling feature selections

Automating inclusion, exclusion, or quantity logic

Supporting configuration rules

Ensuring sales reps configure solutions correctly

Improving quote accuracy

Providing guided selling experiences

Because bundles fundamentally shape:

Product catalog architecture

Pricing structure

Rules design

Quote line generation

Amendment/Renewal behavior

Order + Billing outputs

…they must be addressed early during discovery and scoping to avoid major redesign later.

Salesforce implementation playbooks emphasize:

Introduce all CPQ capabilities during discovery.

Allow the customer to confirm whether a capability meets their use cases.

Document decisions in the solution design before build.

Therefore, bundles should always be a topic of discussion, but the customer chooses whether they need them based on business requirements.

❌ Why the other options are incorrectA. “Bundle configuration is necessary and should always be implemented.”Incorrect because:

Not all customers need bundles.

Some catalogs are simple, flat, or priced per unit with no component logic.

Salesforce CPQ documentation does not state bundles are mandatory.

C. “If they don’t use bundles now, they won’t need them later.”Incorrect because:

Customers often evolve pricing and product strategies.

Many legacy quoting tools do not support bundles, so current-state ≠ future-state.

CPQ discovery must capture future-state needs.

D. “Assume no bundle configuration unless customer brings it up.”Incorrect because:

Customers often don’t know what CPQ bundles can do.

CPQ consultants are responsible for educating customers on capabilities.

Failing to introduce bundles leads to:

Incorrect product catalog design

Broken pricing logic

Large rework later in the project

This contradicts CPQ best-practice discovery methodology.

Scenario:

A payment is posted on the wrong Account

It must be applied to an invoice on a different Account

Payment is already posted

Salesforce Billing rules:

A posted payment cannot be reparented

A payment allocated to an invoice cannot simply be moved

Correct process is:

✔ B — If allocated, create a refund, then create a new payment on the correct accountDetailed steps:

Reverse (refund) the incorrect payment

Create a new payment on the correct account

Allocate that payment to the correct invoice

This ensures:

Proper audit trail

Compliance with financial controls

Correct ledger entries

Why the other options are wrongOption

Why Incorrect

A. Allocate payment to Account B invoice

Not allowed: payment is tied to Account A.

C. Reparent payment to Account B

Posted payments cannot be reparented.

D. Cancel the payment

Cancelling alone does not reverse ledger impact; refund process is required.

Thus B is correct.

The three core principles of scoping a Revenue Cloud (CPQ + Billing) project are:

✔ A — Alignment with customer on CPQ & Billing terminologyCPQ/Billing have specific terms (bundles, subscriptions, MRR, usage, amendments).

Shared vocabulary is essential for project success.

✔ C — Lead with business requirements and processSalesforce methodology stresses understanding:

Selling motions

Billing processes

Amendment/renewal lifecycle… before discussing configuration or technology.

✔ D — Think transformation before customizationRevenue Cloud succeeds when customers improve processes rather than recreating legacy systems.

Why the incorrect options fail:Option

Why Incorrect

B. Add new technology to existing process

Bad practice. Revenue Cloud encourages redesigning outdated processes, not replicating them.

E. Interview customer first before knowledge sharing

Opposite of best practice. Discovery is collaborative; knowledge sharing happens early.

The user story states that sales users should inherit previously negotiated pricing when quoting for existing customers.

In Salesforce CPQ, the object that stores account-specific negotiated prices is:

Contracted Pricing (SBQQ__ContractedPrice__c)

This object overrides standard list prices during quoting based on:

Account

Product

Pricebook

Contract linkage

Therefore, in addition to migrating Accounts, Contracts, and Quotes, the missing legacy pricing data must be loaded into Contracted Pricing.