AP-223 Exam Book, AP-223 Exam Flashcards
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Salesforce CPQ and Billing Consultant Accredited Professional Sample Questions (Q27-Q32):
NEW QUESTION # 27
An order has 5 order products that bill monthly.
One of the order products require 2 months of charges to appear on the next invoice without modifying invoicing for the other order products.
What field will need to be used to accomplish this task?
- A. Bill Now
- B. Hold Billing - C. Target Date
- C. Override Next Billing Date
- D. Bill Through Date Override
Answer: C
Explanation:
The requirement:
One Order Product must invoice 2 months of charges on the next invoice, without affecting the other 4 Order Products.
To do this, you must tell Billing to:
Skip 1 billing cycle
Jump ahead to a future billing date
Without impacting other Order Products
Without modifying invoicing schedule globally
The correct way is to set:
✔ Override Next Billing Date→ This forces the next invoice line to include charges up to the new date, resulting in multiple periods billed together.
Why others are wrong:Option
Explanation:
B - Hold Billing
Pauses billing entirely; does NOT create multi-month invoices.
C - Target Date
Controls invoice run date, not multi-period billing.
D - Bill Through Date Override
Controls end date of a prorated period, not the number of periods billed.
E - Bill Now
Generates an immediate invoice but still only bills 1 period unless dates are overridden.
Thus A (Override Next Billing Date) is correct.
NEW QUESTION # 28
What are three fundamental principles when scoping a Revenue Cloud Project?
- A. Add new technology to the existing Process
- B. Think Transformation before Customization
- C. Lead with Business Requirements and Process
- D. Alignment with customer on cpq and billing Terminology
- E. Interview Customer first before Knowledge Sharing with the sales team.
Answer: B,C,D
Explanation:
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.
NEW QUESTION # 29
Which 3 data migration strategies are appropriate for migrating a customer's in-flight quote from another quoting tool into salesforce CPQ?
- A. adopt a change management strategy that requires sales users recreate in-flight quotes within salesforce CPQ
- B. Migrate contract and subscription data via data loader
- C. utilize the import lines feature to migrate quote & quote line data
- D. Migrate opportunity line item data via data loader ,ensure "disable initial quote sync" is disable
- E. migrate opportunity , quote ,and quote line data via data loader
Answer: C,D,E
NEW QUESTION # 30
An Invoice Scheduler is set up with Target Date = January 15 and Bill Usage ChargesFalse.
Which setting will generate invoice lines?
- A. Order Products with Next Billing Date equal to or earlier than January 15
- B. Order Products with Next Billing Date equal to or after January 15
- C. Order Products with Next Charge Date equal to or earlier January 15
- D. Usage Summaries with Next Billing Date equal to or earlier than January 15
Answer: A
Explanation:
Invoice Scheduler Settings:
Target Date = Jan 15
Bill Usage Charges = FALSE
This means:
The scheduler will generate invoice lines for Order Products only, not usage summaries.Thus the correct rule is:
✔ A - Order Products with Next Billing Date equal to or earlier than January 15 Why the other options are wrong:Option Why Incorrect B - Usage Summaries Ignored because Bill Usage Charges = False.
C - Next Billing Date equal to or after
Billing only generates lines for dates <= Target Date.
D - Next Charge Date
Not used by Invoice Scheduler.
Thus A is correct.
NEW QUESTION # 31
Which 3 objects are updated when posting an invoice?
- A. Invoice
- B. Quote
- C. Quote Line
- D. Invoice Line
- E. Order Product
Answer: A,D,E
NEW QUESTION # 32
......
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