Changed Revenue-Cloud-Consultant-Accredited-Professional Exam Questions

Legacy data migration is a critical aspect of a Revenue Cloud implementation and certain considerations can indeed expand the project scope:

A. Fragmented and incomplete information will need to be aggregated and validated, otherwise the solution will yield unexpected results: Data quality is a key factor in any data migration project. If the legacy data is fragmented or incomplete, additional effort will be required to aggregate and validate the data before it can be migrated to the new system1.

B. Extracting from multiple sources takes additional resources and time to access and process: If the legacy data resides in multiple sources, it can increase the complexity of the data extraction process. This can require additional resources and time, thus expanding the project scope1.

E. Large volumes of data take a longer time to load: The volume of data to be migrated can significantly impact the time required for the data load process. Large volumes of data can take a longer time to load, which can extend the project timeline2.

C. The creation of external objects will bypass the need for legacy data migration: While creating external objects can help integrate external data sources with Salesforce, it doesn’t necessarily bypass the need for data migration. The data still needs to be accessible and in a format that Salesforce can understand3.

D. The Amendments and Renewals process will be subject to customizations: While amendments and renewals are important aspects of the CPQ process, they are not directly related to the data migration process3.

References: Salesforce Data Migration Best Practices1, Salesforce Data Migration Challenges3, Considerations for Legacy Data Migration4, Tips for Successful Data Migration2.

RASIC is an acronym used in project management to define the roles and responsibilities of each person who interacts with the project. Each letter represents a designated role in a task’s completion:

• R (Responsible): This is the task lead – the individual who is ultimately responsible for getting the job done. There should only be one person responsible.
• A (Accountable): This is the person, or people, who will approve or deny the task once it’s complete. The person responsible can also play this role, but it can also be a technical expert or stakeholder.
• S (Supporting): The individual(s) in this role actively work on the task and help the person responsible.
• I (Informed): The individual(s) in this role need to be informed of the task’s progress and any decisions being made. These are the people who need to know when the task is complete.
• C (Consulted): People in this role offer advice or guidance but do not actively work on the task. These are often subject matter experts who offer guidance or one-time technical reviews1.

References

• Defining Roles and Responsibilities on a Project (RASIC) - Nexight Group

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.

In Salesforce Revenue Cloud, tax treatment can be automated based on the value of a custom field. This is particularly useful when a product’s tax status (taxable or tax-exempt) depends on a specific attribute, such as the industry in this case1. By using automation, the system can automatically determine the appropriate tax treatment for each product based on the industry value in the custom field1. This not only ensures accuracy but also improves efficiency by eliminating the need for manual intervention1. References

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