Rev-Con-201 Exam Questions and Answers

QUESTION: 25

A new product administrator has been tasked with managing the product catalog for their company. They can view product records in the catalog but can't make any edits.

What should a consultant do to fix this issue?

Add the administrator to the Product Management Queue.
Grant the Modify All Data permission on the Product object for the administrator.
Assign the Product Catalog Management Designer permission set license to the administrator.

Answer(s): C

Explanation:

In Salesforce Revenue Cloud, the ability to manage product records within the product catalog is governed by specific permission sets and licenses. If a user can view but not edit product records,

they likely lack the proper Permission Set License (PSL) required to perform product catalog modifications.

The correct solution is to assign the Product Catalog Management Designer permission set license, which enables users to:

Create and update product records

Manage attributes, configurations, and pricing

Work with product relationships and dependencies

According to the Salesforce CPQ Implementation Guide, this permission set is essential for users responsible for catalog operations.

Option A (Product Management Queue) is unrelated to user permissions.

Option B (Modify All Data) is overly permissive and not best practice for security and data integrity; it grants unrestricted access to all objects, which is not necessary.

Exact Extracts from Salesforce Revenue Cloud Documents:

CPQ Implementation Guide "User Permissions for Product Management":

"Assign the Product Catalog Management Designer permission set license to users responsible for managing product and pricing records. This license includes edit access for key product catalog components."

Revenue Cloud Admin Guide "Setting Up Product Catalog Roles":

"Use the appropriate PSL to ensure least privilege while granting catalog modification capabilities."

Reference:

Salesforce CPQ Implementation Guide

Salesforce Revenue Cloud Admin Guide

Salesforce Permission Set License Reference Documentation

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QUESTION: 26

A large enterprise company offers flexible options for customers to lease or buy products. Before implementing Revenue Cloud, the company had a large product catalog to ensure that each product could be associated with the correct price to support both lease and buy use cases.

Which Revenue Cloud feature should help the company rationalize its product catalog?

Product selling model and product selling model option
Commercial products and Technical products
Multiple price books and associated price book entries

Answer(s): A

Explanation:

Salesforce Revenue Cloud introduces the Product Selling Model and Product Selling Model Option framework to help companies offer multiple purchase or subscription options for the same base product, reducing catalog sprawl. This approach is ideal for businesses that previously created multiple product records (e.g., separate SKUs for lease vs. buy) just to accommodate different pricing or selling logic.

With selling models, you define whether a product is sold as a one-time purchase, subscription (e.g., monthly, annual), lease, or usage-based. You can then attach multiple Selling Model Options to a single product, each reflecting a specific commercial approach (e.g., Lease Monthly, Term Annual, One-Time).

This allows the business to maintain a streamlined catalog while supporting diverse sales motions.

Option B refers to the decomposition process and is more relevant for fulfillment than pricing.

Option C (Multiple Price Books) enables regional or segmented pricing but doesn't solve the core problem of catalog sprawl due to multiple sales models.

Exact Extracts from Salesforce Revenue Cloud Documents:

Subscription Management Implementation Guide "Product Selling Models":

"Selling Models reduce catalog complexity by allowing a single product to support multiple commercial options such as one-time, lease, or subscription."

CPQ Implementation Guide "Product Configuration Best Practices":

"Use selling model options to attach different billing or pricing terms to a single product record rather than duplicating products."

Reference:

Subscription Management Implementation Guide

Salesforce CPQ Implementation Guide

Revenue Cloud Product Catalog Strategy Notes

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QUESTION: 27

A telecommunications customer currently subscribes to the Standard Data Plan (US$50/month). On October 15, halfway through their monthly billing cycle, they decide to upgrade to the Unlimited Data Plan ($100/month). The company's policy is to immediately apply the new plan's benefits and proportionally adjust the current month's billing.

An administrator needs to accurately calculate the credit for the unused portion of the Standard Data Plan and then charge for the used portion of the Unlimited Data Plan in October.

Which pricing element should the administrator use?

The Derived Price element
The Aggregate Price element
The Provision element

Answer(s): C

Explanation:

The Provision element is used in Salesforce Billing and Subscription Management to support mid- cycle changes and proration logic, which is exactly what is required in this scenario.
When a customer changes their subscription partway through a billing cycle, Salesforce can use Provision elements to:

Prorate credits for the unused portion of the original service

Calculate the partial charge for the new service based on the remaining billing period

Accurately reflect the change in the invoice and subscription record

This functionality is part of Amendments and Mid-Term Changes in Subscription Management and supports use cases like upgrades, downgrades, and plan switches.

Option A (Derived Price) calculates pricing based on formulas or derived fields but doesn't handle time-based adjustments.

Option B (Aggregate Price) is used when rolling up prices from multiple child components or bundles, not for mid-cycle adjustments.

Exact Extracts from Salesforce Revenue Cloud Documents:

Subscription Management Implementation Guide "Prorated Billing and Provisioning":

"Use Provision pricing elements to handle partial-period charges and credits during plan changes or mid-term amendments."

Billing Implementation Guide "Handling Amendments with Pro-ration":

"Provision elements automate adjustments to billing based on service activation or termination dates within the billing period."

Reference:

Salesforce Subscription Management Implementation Guide

Salesforce Billing Implementation Guide

Revenue Cloud Amendments and Proration Handling Documentation

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QUESTION: 28

A sales rep notices that while creating a quote, the Browse Products button isn't visible on the Quote Page Layout.

What is the cause of the problem?

The Revenue Cloud Consultant did not assign the Product Configurator permission set to the sales rep.
The Revenue Cloud Consultant did not assign the Product Configuration Rules Designer permission set to the sales rep.
The Revenue Cloud Consultant did not assign the Product Discovery User permissions to the sales rep.

Answer(s): C

Explanation:

The Browse Products functionality is part of the Product Discovery experience in Salesforce Revenue Cloud. For a user to access and utilize this interface during quote creation, they must be assigned the Product Discovery User permission set. This permission set includes the necessary access to Product Discovery components, UI elements, and underlying Apex classes that support the Browse Products button on the quote page.

According to the Salesforce Revenue Cloud Product Discovery documentation, failure to assign this permission set will result in the Browse Products button being hidden or inaccessible, even if the rest of the CPQ package is functional.

Option A refers to the Product Configurator, which enables configuration of bundles and rules, but doesn't control the Browse Products experience.

Option B is related to users who design product configuration rules -- not end users like sales reps.

Exact Extracts from Salesforce Revenue Cloud Documents:

CPQ Implementation Guide "Enabling Product Discovery":

"Users must be assigned the Product Discovery User permission set to access the Browse Products button and use the Product Discovery experience on the quote page."

Admin Guide "Setting up Product Discovery for Sales Users":

"Add the Product Discovery permission set to ensure visibility of Browse Products and category-

based browsing."

Reference:

Salesforce CPQ Implementation Guide

Revenue Cloud Product Discovery Setup Guide

Salesforce Revenue Cloud Admin Permissions Reference

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QUESTION: 29

A Revenue Cloud Consultant recently implemented Revenue Cloud for a customer and wants to ensure successful adoption and maintenance.

Which steps should the consultant take with the customer after go-live?

Have knowledge transfer sessions on the implementation and provide help documentation/recordings.
Take customer inquiries and keep in touch with them through Slack post-project.
Have the customer get certified in Revenue Cloud and write their own documentation.

Answer(s): A

Explanation:

Post-go-live success in Revenue Cloud implementations hinges on knowledge transfer, user enablement, and documentation. According to Salesforce's Implementation Best Practices, consultants should conduct structured knowledge transfer sessions to walk through configuration decisions, key processes, and any customizations. This should be complemented with help documentation, training materials, and recorded walkthroughs to enable self-sufficiency.

The goal is to ensure the client's internal admins and users understand:

Product catalog structure

Pricing logic

Renewal and amendment flows

Invoice and billing configurations

Option A reflects this industry standard and aligns with Salesforce's prescribed approach for post-go- live readiness.

Option B (Slack support) is informal and not scalable or secure for enterprise implementations.

Option C is unrealistic as a short-term expectation and doesn't guarantee the user's understanding of the specific implementation.

Exact Extracts from Salesforce Revenue Cloud Documents:

Salesforce Implementation Guide "Post-Go-Live Support and Enablement":

"Conduct knowledge transfer sessions with client stakeholders, and provide recorded demos, configuration documentation, and a runbook for maintenance."

Revenue Cloud Delivery Framework "Transition to Support":

"A successful go-live includes detailed documentation, admin training, and clear handoff materials to ensure smooth transition to client ownership."

Reference:

Salesforce Revenue Cloud Implementation Guide

Revenue Cloud Partner Delivery Framework

Salesforce Success Guide: Post-Go-Live Strategy

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QUESTION: 30

A company is offering a subscription service with a standard monthly price of US$200. The proration settings are as follows:

Proration Period: Monthly

Period Boundary: Align to Calendar

Partial Periods Allowed: Yes

A customer begins their subscription on March 20, 2021, and ends it on December 31, 2021.

For the initial partial period (March 2031), which formula should the consultant use to calculate the proration multiplier?

Proration Multiplier = Number of remaining days in March / Total number of days in March
Proration Multiplier = Number of days used in March / Total number of days in March
Proration Multiplier = Number of days used in a year / Total number of days in a year

Answer(s): A

Explanation:

In Salesforce Billing and Subscription Management, proration is applied when a customer begins or ends service mid-period. With Monthly Proration and Calendar-Aligned Boundaries, the system determines the correct prorated charge by calculating the proportion of the month the service is active.

For a start date of March 20, the service is active from March 20 to March 31. The correct proration multiplier formula is:

Number of remaining days in March / Total number of days in March

This calculates the billable fraction of the month and applies it to the monthly price. In March, there are 31 days, so the proration multiplier is:

(31 - 20 + 1) / 31 = 12 / 31 0.3871

This aligns with Salesforce's proration logic when "Partial Periods Allowed = Yes" and "Align to Calendar" is selected.

Option B incorrectly calculates used days, not remaining days.

Option C applies to Annual Proration, not monthly, and is not relevant here.

Exact Extracts from Salesforce Revenue Cloud Documents:

Subscription Management Implementation Guide "Proration Settings":

"For calendar-aligned billing periods, the proration multiplier is calculated as (remaining days in period / total days in period)."

Billing Implementation Guide "Partial Period Calculation Examples":

"When partial periods are enabled, proration applies from service start to end of period based on remaining days."

Reference:

Salesforce Subscription Management Implementation Guide

Salesforce Billing Implementation Guide

Proration and Billing Period Calculations Guide

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QUESTION: 31

A sales rep needs to renew multiple assets. Some assets will be renewed at the same prices, so negotiations are unnecessary and the rep can directly create a renewal order. Some assets need to be renewed at higher prices, so the rep needs to create a quote for negotiation.
When the sales rep starts the renewal process, they are not able to choose whether to create a quote or an order.

How should a Revenue Cloud Consultant address the sales rep's issue?

Customize the Manage Asset component to allow renewal quote and order creation.
Override the standard Salesforce flow to allow renewal quote and order creation.
Change the Revenue Cloud settings to allow renewal quote and order creation.

Answer(s): C

Explanation:

Salesforce Revenue Cloud provides a flexible renewal strategy configuration within Subscription Management that allows users to choose between renewing via quote or directly via order. If the sales rep is not seeing the option to choose between these two paths, the most likely cause is that the system settings are configured to default to only one renewal path (e.g., only via order).

According to the Subscription Management Implementation Guide, admins can update Revenue Cloud Settings to enable both renewal quote and renewal order options in the Manage Asset interface. Once enabled, the sales rep can select which approach is most suitable depending on the business scenario--negotiation via quote or quick renewal via direct order.

Option A (customizing the component) and Option B (overriding flows) introduce unnecessary complexity. The functionality is already supported natively through configuration.

Exact Extracts from Salesforce Revenue Cloud Documents:

Subscription Management Implementation Guide "Asset Renewal Configuration":

"Admins can configure whether the renewal process creates a renewal quote, a renewal order, or gives the user the option to choose. This is controlled via settings in Revenue Cloud Setup."

Revenue Cloud Admin Guide "Manage Asset Settings":

"To support both negotiation and direct renewals, enable dual-path renewal logic in the subscription management configuration settings."

Reference:

Salesforce Subscription Management Implementation Guide

Revenue Cloud Admin Guide

Salesforce Revenue Lifecycle Setup Documentation

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QUESTION: 32

A product designer created the necessary products and bundles using Product Catalog Management. However, users are not able to see the products while preparing quotes.

Which action should the product designer take to resolve this?

Select the appropriate product selling model for each of the products.
Select the appropriate pricing procedure in the Salesforce Pricing Setup.
Select the appropriate context definition in the Product Discovery Settings.

Answer(s): C

Explanation:

When using Product Catalog Management in Salesforce Revenue Cloud, visibility of products during quote creation (especially through Product Discovery) is controlled by the Context Definition.

Contexts allow administrators to define when and for whom products are visible during the product selection process, based on criteria like sales channels, quote type, or other business rules.

If products are not appearing during quote preparation, it is often due to a missing or misconfigured context definition. Assigning the correct Context Definition in Product Discovery Settings ensures that products and bundles are available during quoting based on business logic.

Option A (selecting a selling model) affects how the product is priced and billed, but not its visibility.

Option B (pricing procedure) impacts price calculations, not product discovery or visibility.

Exact Extracts from Salesforce Revenue Cloud Documents:

CPQ Implementation Guide "Product Discovery Configuration":

"Ensure that context definitions are properly set so that products appear under the right conditions during quoting. Missing contexts will result in products not being visible to end users."

Revenue Cloud Product Catalog Guide "Using Context for Product Availability":

"Context Definitions act as filters for product discovery. Without proper context mapping, products may not show up for selection."

Reference:

Salesforce CPQ Implementation Guide

Product Catalog Management Documentation

Revenue Cloud Product Discovery Settings Guide

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Salesforce Rev-Con-201 Exam (page: 4) Salesforce Certified Revenue Cloud Consultant Updated on: 12-Feb-2026

QUESTION: 25

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QUESTION: 26

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QUESTION: 27

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QUESTION: 28

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QUESTION: 29

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QUESTION: 30

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QUESTION: 31

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QUESTION: 32

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Salesforce Rev-Con-201 Exam (page: 4)
Salesforce Certified Revenue Cloud Consultant
Updated on: 12-Feb-2026