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Salesforce Rev-Con-201 認定試験の出題範囲:
トピック
出題範囲
トピック 1
- Implementation Readiness: This section of the exam measures the abilities of Implementation Specialists and focuses on preparing an organization to deploy Revenue Cloud. It covers planning for licenses, permission sets, prerequisite feature toggles, and aligning stakeholders across clouds. The domain also includes defining a scope of work, building a project plan, and guiding implementation activities from configuration and testing through deployment and user adoption.
トピック 2
- Contracts and Orders: This section of the exam measures the abilities of Order Management Specialists and covers configuring Salesforce Contracts and Order Management features according to specific business needs. It includes understanding how contract terms, order processing, and related settings support the overall revenue lifecycle in various implementation scenarios.
トピック 3
- Catalog Management: This section of the exam measures the skills of Product Catalog Administrators and covers understanding and applying the core concepts of Catalog Management. It includes selecting the correct out-of-the-box tools to structure and maintain a catalog and implementing catalog solutions based on given business scenarios to ensure accurate product organization and availability.
トピック 4
- Invoice Management: This section of the exam measures the abilities of Billing Specialists and covers the fundamental concepts and capabilities of Invoice Management. It includes implementing out-of-the-box solutions based on scenarios that involve generating, handling, and managing invoices as part of the organization revenue operations.
トピック 5
- Revenue Cloud Platform Concepts: This section of the exam measures the skills of Revenue Cloud Consultants and covers the foundational Salesforce features required to configure Revenue Cloud. It focuses on setting up flows, Lightning components, permission set licenses, and permission sets, while also identifying core platform capabilities such as Context Service, OmniStudio, the Business Rules Engine, and available APIs. The section also includes creating context-aware dashboards, selecting meaningful KPIs, and understanding the key Revenue Cloud objects, fields, and data relationships that support end-to-end revenue processes.
Salesforce Certified Revenue Cloud Consultant 認定 Rev-Con-201 試験問題 (Q72-Q77):
質問 # 72
A sales rep is beginning the process of renewing a customer's expired assets in Revenue Cloud.
What is the first step the sales rep should take?
- A. Override Renewal Term using the Managed Assets Component on the Account/Contract record.
- B. Update the Assets Lifecycle End Date on the Current Asset State Period and Asset Action records.
- C. Create a new Quote/Order record and manually add the expired assets in the Transaction Line Editor.
正解:A
解説:
Explanation (150-250 words)
When renewing expired assets in Salesforce Subscription Management, the recommended starting point is the Managed Assets Component on the Account or Contract record. From this interface, sales users can override the Renewal Term and initiate the renewal flow for expired or expiring assets.
This ensures that the system automatically references existing asset data, applies renewal pricing logic, and creates the appropriate Renewal Quote and subsequent order.
Manually updating Asset State Periods or Asset Actions (option B) violates lifecycle integrity and is not supported. Similarly, manually adding assets to a quote (option C) disconnects them from the asset management lifecycle, resulting in data inconsistency.
Exact Extract from Salesforce Subscription Management Guide:
"To renew expired assets, initiate the renewal from the Managed Assets Component. Override the renewal term if necessary to regenerate a renewal quote." References:
Salesforce Subscription Management Implementation Guide - Managing and Renewing Expired Assets Salesforce Revenue Cloud UI Guide - Managed Assets Component Salesforce CPQ Subscription Lifecycle - Renewal Term Handling
質問 # 73
A business user wants to use advanced Revenue Cloud capabilities to gain a comprehensive view of the company's financial health, from initial quote to final cash collection. They need to track sales performance, forecast revenue, and monitor customer trends.
Which Revenue Cloud reporting feature should the business user use?
- A. Revenue Lifecycle Management
- B. Revenue Management Intelligence
- C. Pricing Operations Console
正解:B
解説:
Comprehensive and Detailed Explanation From Exact Extract:
Revenue Management Intelligence (RMI) is Salesforce's analytics and insights layer for Revenue Cloud.
Documentation describes it as providing:
* End-to-end Quote-to-Cash analytics, including quoting, orders, billing, and payments.
* Dashboards for sales performance, revenue forecasts, and customer behavior.
* Pre-built and customizable KPIs across the revenue lifecycle.
Pricing Operations Console (A) focuses on pricing operations, not full Q2C analytics.
Revenue Lifecycle Management (C) is the product suite itself, not a reporting feature.
References:
Revenue Management Intelligence Guide - Overview and Use Cases
Revenue Cloud Product Documentation - Analytics for Quote-to-Cash
質問 # 74
A consultant is creating a decision table using a predefined template for product eligibility and availability.
Which object types can the consultant use as evaluation criteria during product selection?
- A. Product Relationship or Product Attribute
- B. Product Qualification or Product Category Qualification
- C. Product Price Book or Product Schedule
正解:B
解説:
Comprehensive and Detailed Explanation From Exact Extract:
In Salesforce Revenue Lifecycle Management, eligibility and availability rules are built using Decision Tables. The predefined templates for product eligibility and product availability rely on Qualification objects.
From the Revenue Lifecycle Management Implementation Guide:
* "Eligibility and availability rules are driven by Product Qualifications and Product Category Qualifications, which determine whether a product can be selected for a specific customer or scenario."
* "Decision table templates for eligibility and availability use Qualification objects as the evaluation criteria." These objects are designed specifically for determining whether a product should be selectable based on business rules, customer attributes, and catalog categorizations.
Why other options are incorrect:
* Product Price Book and Product Schedule are used for pricing, not eligibility.
* Product Relationship and Product Attribute are used in configuration rules, not eligibility templates.
References:Salesforce Revenue Lifecycle Management Implementation Guide - Eligibility and Availability Decision Tables; Product Qualification Framework.
質問 # 75
A Billing Operations user at Universal Containers needs the system to automatically generate invoices every Monday at 6:00 AM for all completed billing schedules from the past week.
How should the user configure this automation in Billing?
- A. Schedule a Recurring Invoice Run with a Weekly frequency and 6:00 AM start time.
- B. Define a Billing Treatment that references an Invoice Generation Time field at the product level.
- C. Create a custom flow that runs nightly and generates invoices using the Invoice Preview feature.
正解:A
解説:
To automatically generate invoices at a specific time and on a recurring schedule, Salesforce Billing provides the Recurring Invoice Run functionality. This feature allows users to define how often invoice runs should occur (e.g., daily, weekly, monthly) and at what time of day. In this scenario, the correct approach is to schedule a Recurring Invoice Run with a Weekly frequency, specifically set to run every Monday at 6:00 AM.
As described in the Salesforce Billing Implementation Guide, Recurring Invoice Runs allow Billing users to:
* Select the frequency (e.g., weekly)
* Define the day(s) and time of execution
* Automatically generate invoices for completed billing schedules during the configured time window This method ensures consistency, reduces manual workload, and aligns with operational requirements.
Option A refers to Billing Treatments, which are used to manage how invoices are formatted or communicated, not when they are generated.
Option C, using a custom flow with Invoice Preview, is a non-standard and unnecessarily complex approach for a routine task that is already handled natively by Salesforce Billing.
Exact Extracts from Salesforce Revenue Cloud Documents:
* Salesforce Billing Implementation Guide - "Recurring Invoice Runs":"Use Recurring Invoice Runs to configure automated invoice generation. You can set the recurrence frequency (daily, weekly, etc.), and specify the time of execution to match business needs."
* Billing Operations Guide - "Automation for Scheduled Invoicing":"Recurring invoice runs simplify billing operations by executing invoice logic for completed billing schedules on a regular cadence." References:
Salesforce Billing Implementation Guide
Salesforce Revenue Cloud Operations Guide
Billing Setup & Automation Best Practices
質問 # 76
A Revenue Cloud Consultant is configuring Invoice Management for a multinational corporation operating in several countries, each with its own tax rules and invoicing regulations. The consultant must ensure that billing and tax calculations are applied correctly per region.
Which object should the consultant use to represent each regional business unit and define its specific billing and tax configurations?
- A. Billing Profile
- B. Legal Entity
- C. Billing Schedule Group
正解:B
解説:
Comprehensive and Detailed Explanation From Exact Extract:
In Salesforce Billing / Subscription Management, Legal Entity represents a company or business unit that:
* Has its own tax registration and compliance rules.
* Has distinct invoicing, numbering, and regulatory configuration.
* Can be associated with accounts, subscriptions, and invoices to drive proper taxation and formatting.
Billing Schedule Group (B) manages grouping of billing schedules, not legal/tax identity.
Billing Profile (C) is typically customer-facing configuration (e.g., billing preferences), not an internal regional legal entity.
References:
Salesforce Billing Implementation Guide - Legal Entities and Tax Configuration Invoice Management Documentation - Legal Entity-based billing behavior
質問 # 77
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