A furniture company is selling unassembled furniture with user manuals. The company does not want to show user manuals as a quote line when selling to customers, but it needs to make sure user manuals are included when shipping the unassembled furniture. What is the recommended approach?
In Salesforce Revenue Cloud, a consultant is setting up a new user who will primarily be responsible for managing customer assets.
What is a fundamental requirement to ensure this user can effectively view and manage customer assets?
A company sells a wide range of products across multiple business units. Each product must support different selling models, such as one-time, term-based, and evergreen. The company wants to bundle these products in configurable ways without duplicating product records. Additionally, product attributes should be reusable across offerings, and product teams need to maintain the catalog with minimal manual effort.
Given these requirements, how should a consultant design the product catalog in Revenue Cloud?
A customer is delinquent on their payments.
How should a Revenue Cloud Consultant stop invoicing the customer’s account?
After activating an order for a usage-based analytics subscription, a billing specialist wants to confirm that the system has generated the necessary components to support usage tracking, entitlement enforcement, and billing readiness.
Which set of records is created automatically as part of the usage management process?
A global enterprise is implementing Salesforce Revenue Cloud to simplify collaboration between sales, finance, and legal teams throughout the revenue lifecycle. The organization’s key goal is to have a single source of truth to understand where the order is in its lifecycle without relying on disconnected tools or manual handoffs.
How does Dynamic Revenue Orchestrator (DRO) help meet these goals?
Universal Containers (UC) sells complex Enterprise Connectivity Suites made up of physical hardware, cloud software, and services. Each component demands a unique fulfillment process, but UC’s current system’s uniform order treatment leads to delays and errors in tailored delivery. UC needs to break down these complex orders, apply custom fulfillment plans for each distinct product, and ensure a tailored delivery experience.
Which Revenue Cloud capability should solve UC’s problems with accurate order fulfillment?
A sales rep at an SaaS company observes that a recent renewal quote for a premium software subscription, which includes several add-on modules and usage-based tiers, is displaying an unexpected total price. The customer is disputing the amount, stating it is higher than anticipated based on their contracted terms. The pricing consultant suspects an issue with how the pricing rules are being applied.
What is the first diagnostic step the consultant should take to investigate the pricing calculation?
An agreement was executed using Revenue Cloud’s Contract Lifecycle Management (CLM) functionality, and obligations were created to track compliance for key clauses.
What is a reason to create the obligations?
Universal Containers (UC) sells multiple smartphone models within its Apex series. It currently creates individual decomposition rules in Dynamic Revenue Orchestrator (DRO) for each model. UC wants a single standardized decomposition rule across all similar Apex series phones.
Which strategic Product Catalog Management approach should UC use to enable a single decomposition rule for similar products?