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    205 views5 pages

    Revenue Cloud Consultant Accredited Professional - Exam Guide

    Uploaded by

    Esaú Lagos

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 5

    REVENUE CLOUD CONSULTANT

    ACCREDITED PROFESSIONAL

    EXAM GUIDE

    Last Updated: 24 Jun 2021


    Exam Content covers up to: Summer '21 Release

    Table of Contents

    ABOUT THE REVENUE CLOUD CONSULTANT ACCREDITED PROFESSIONAL 2

    AUDIENCE DESCRIPTION 2

    PURPOSE OF THIS EXAM GUIDE 3

    ABOUT THE EXAM 3

    RECOMMENDED TRAINING AND REFERENCES 4

    EXAM OUTLINE 4

    EXAM CANDIDATE CODE OF CONDUCT 5

    MAINTAINING YOUR ACCREDITED PROFESSIONAL STATUS 6

    1
    ABOUT THE REVENUE CLOUD CONSULTANT ACCREDITED
    PROFESSIONAL
    The Salesforce Revenue Cloud Consultant Accredited Professional exam is intended for
    individuals who have the knowledge, skills, and experience implementing Salesforce CPQ
    and Salesforce Billing solutions. This Accredited Professional credential encompasses the
    fundamental knowledge and consulting skills to scope, design, build, and deploy Revenue
    Cloud solutions with repeated success for customers.

    1. AUDIENCE DESCRIPTION
    The Salesforce Revenue Cloud Consultant Accredited Professional exam is intended for
    individuals who have broad knowledge of the Revenue Cloud platform and its capabilities,
    Salesforce CPQ and Salesforce Billing capabilities, and can troubleshoot and solve common
    implementation challenges. Individuals attempting the Salesforce Revenue Cloud
    Consultant Accredited Professional exam should generally have a minimum of 2-3 years of
    implementation experience.

    The Salesforce Revenue Cloud Consultant Accredited Professional can:

    ● Assess quote to cash business processes and the digital maturity of a client. (i.e.,
    assess what is possible vs an aspiration)
    ● Challenge existing process and solutions while leveraging the Revenue Cloud product
    as best practices
    ● Articulate the trade-offs involved in choosing one technical solution over another
    ● Align stakeholders on a solution and the business value it generates
    ● Model Salesforce CPQ and Salesforce Billing solutions with consideration to scale and
    performance factors
    ● Properly characterize use cases that translate the customer’s quote to cash vision
    ● Understand where the Revenue Cloud areas of risk are with the ability to develop
    mitigating actions
    ● Implement within the boundaries an implementation methodology and product
    management regimen
    ● Understand functional Accounting principles (ie GAAP, Rev Rec, GL)
    ● Lead Revenue Cloud solution discovery and design sessions
    ● Formulate solutions within the capabilities of the CPQ & Billing managed package
    while understanding when to utilize platform extensibility (ie. WFR, Process
    Automation)
    ● Develop a Revenue Cloud scope of work and project plan
    ● Implement the Revenue Cloud solution through build, test, deployment and adoption
    ● Communicate risks appropriately
    ● Be able to identify when the use of plugg-ins and APIs are needed with the ability to
    describe the requirements to a developer
    ● Understand security models and limitations supporting the Revenue Cloud process

    © 2022 Salesforce, Inc. 2


    ● Understand how to set up document generation, tax and payment integrations in
    support of a Salesforce Billing implementation

    2. PURPOSE OF THIS EXAM GUIDE


    This exam guide is designed to help you evaluate if you are ready to attempt the Salesforce
    Revenue Cloud Consultant Accredited Professional exam. This guide provides information
    about the target audience for the exam, recommended training and documentation, and a
    complete list of exam objectives, all with the intent of helping you achieve a passing score.
    Salesforce highly recommends a combination of on-the- job experience, course attendance,
    and self-study to maximize your chances of passing the exam.

    3. ABOUT THE EXAM


    Content: 35 multiple-choice/multiple-select questions

    Time allotted to complete the exam: 60 minutes

    Passing score: 74%

    Registration fee: USD 150 plus applicable taxes as required per local law

    Delivery options: Proctored exam delivered in an online proctored environment that can be
    accessed through Partner Learning Camp
    References: No hard-copy or online materials may be referenced during the exam

    4. RECOMMENDED TRAINING AND REFERENCES


    As preparation for this exam, Salesforce recommends a combination of hands-on
    experience, training courses in Partner Learning Camp, and self-study in the areas listed in
    the Exam Outline section of this exam guide.

    The Revenue Cloud Consultant self-paced guided learning courses that are hosted in Partner
    Learning Camp will prepare the learner for this exam. Navigate to the Education tab within
    the Salesforce Partner Community and click on the Skill Up > Partner Learning Camp and
    find these Revenue Cloud courses:
    ● Revenue Cloud Curriculum
    ● Salesforce CPQ: Designing for Scale and Performance

    Help Documentation:
    ● Find Salesforce CPQ Patch Notes here: https://help.salesforce.com/home. Go to
    Documents and filter by “Sales Cloud” to find the latest Salesforce CPQ and
    Salesforce Billing patch notes.
    ● CPQ Terminology
    ● Revenue Cloud User Stories
    ● CPQ Scoping Best Practices

    © 2022 Salesforce, Inc. 3


    ● CPQ Quote Package Settings
    ● Consideration for Designing Processes
    ● Large Quote Experience
    ● Large Quote Performance Setting
    ● What is a Cross-Object Formula
    ● The CPQ Quote Calculation Sequence
    ● Javascript Quote Calculator Plugin
    ● Legacy data upload with Renewals and Amendments in Salesforce CPQ
    ● CPQ error when contract with legacy data is renewed or amended
    ● Orders related list not displaying on Opportunity
    ● Overriding Billing Dates
    ● To Refresh or Not to Refresh: De-mystifying the Sandbox Preview
    ● Salesforce CPQ Articles and Guides

    5. EXAM OUTLINE
    The Salesforce Revenue Cloud Consultant Accredited Professional exam measures a
    candidate’s knowledge and skills related to the following objectives. A candidate should have
    hands-on experience with Salesforce CPQ and Salesforce Billing to demonstrate the
    knowledge and expertise in each of the areas below:

    Topics Weighting

    Revenue Cloud Technical Design


    ● Recommend CPQ and Billing design solutions within proper
    capabilities of the managed packages
    68%
    ● Analyze the implications of legacy data
    ● Evaluate when the need for customization is appropriate
    ● Assess areas of risk to a Revenue Cloud project

    Revenue Cloud Implementation Management


    ● Demonstrate the steps needed to lead Salesforce CPQ and
    Salesforce Billing scoping sessions
    ● Articulate the actions needed to prepare for a Revenue Cloud
    29%
    project
    ● Demonstrate the steps needed to capture the solution design
    ● Understand the activities to manage the build, test,
    deployment and support phases of a project

    Revenue Cloud New Release Capabilities


    3%
    ● Understand where to obtain the latest Salesforce CPQ and
    Salesforce Billing new release capabilities

    © 2022 Salesforce, Inc. 4


    ● Understand the impact new release capabilities may have to
    existing implementations

    6. EXAM CANDIDATE CODE OF CONDUCT


    At Salesforce, trust is our #1 value. Protecting the security of Accredited Professional
    credentials is up to all of us. As a participant in the Accredited Professional program, you’re
    required to accept the terms of the Program Terms for Learning and Credentials.

    Participants in the Accredited Professional Program should:

    ● Use Salesforce-approved study materials available on Partner Learning Camp (PLC) to


    prepare for your credential exam, including: exam guides, PLC curriculum and courses.
    ● Collaborate with other learners in the Partner Community by joining a community
    collaboration group and finding a study buddy and/or mentor
    ● Review and abide by the guidelines for online proctored exams
    ● Submit a case in Partner Community if you see any activity that undermines credential
    security

    Participants in the Accredited Professional Program are prohibited from:


    ● Sharing, using, or requesting credential exam questions and answers
    ● Offering, receiving, or asking for help during your credential exam
    ● Engaging in any other behavior that violates the Program Terms for Learning and
    Credentials

    Consequences for violating the Program Agreement include but are not limited to:
    ● Suspension from taking any credential exams
    ● Revocation of credential
    ● Removal from the Accredited Professional program and the Partner Community

    7. MAINTAINING YOUR ACCREDITED PROFESSIONAL STATUS


    Details coming soon.

    © 2022 Salesforce, Inc. 5

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