Salesforce Updated Rev-Con-201 Exam Questions and Answers by asiyah

Exact Extracts from Salesforce Subscription Management and CPQ Implementation Guides:

“The InitiateRenewal invocable action enables users or flows to create a renewal quote or renewal order based on existing active assets or contracts.”

“Admins can expose this flow action through a screen flow and add it as a quick action on Account, Contract, or Asset record pages for one-click renewal initiation.”

“This declarative approach eliminates the need for custom triggers or processes.”

Step-by-Step Reasoning:

Requirement: Allow sales reps to trigger renewals directly from a record page with minimal clicks.

Correct Solution: Use InitiateRenewal invocable action within a screen flow.

Deployment: Add the flow as a Quick Action on the Account or Contract Lightning page.

Why B is Correct: It uses native Revenue Cloud functionality for renewals, no code required.

Why Others Are Incorrect:

A: Apex trigger is custom and bypasses standard renewal processes.

C: Checkbox + Process Builder is outdated and not integrated with Renewal APIs.

References :

Salesforce Subscription Management Implementation Guide — Renewals with InitiateRenewal Action

Salesforce CPQ Implementation Guide — Renewal Automation and Flow Configuration

Comprehensive and Detailed Explanation From Exact Extract:

To open and interact with the Revenue Cloud Product Configurator, a user must have the Product Configurator permission assigned.

From the RLM/CPQ Implementation Guide:

“Assign the Product Configurator permission set to users who need access to the bundle configuration experience.”

“This permission enables the user to launch the configurator from the quote or catalog interface.”

Why other options are incorrect:

Product Configuration Rules User: Allows rule execution but not configurator access.

Advanced Configurator Designer: Intended for admins who design configurator flows, not for sales reps.

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.”

“Transaction Types define how Revenue Cloud interprets pricing, eligibility, and discount logic for a specific transaction (Sales, Amendment, Renewal, Cancellation, etc.).”

“Volume-Based Pricing applies tiered or bulk discounts based on quantities but can be conditioned by Transaction Type.”

“For initial sales, use the Sales Transaction Type. For renewals or amendments, different types apply.”

Step-by-Step Reasoning:

Requirement: Apply bulk discounts only for business-to-business (B2B) sales (initial purchases).

Solution:

Configure Volume-Based Pricing rules.

Condition them on Sales Transaction Type (so they apply only during initial sales).

Why B is Correct:

Sales Transaction Type accurately represents new B2B purchases.

Enables separation of pricing logic by channel or buyer type.

Why Others Are Incorrect:

A: Quote Transaction Type is metadata used in CPQ quoting but not for pricing control logic.

C: Order Transaction Type applies post-sale; discounts must be calculated pre-order in pricing.

References :

Salesforce CPQ Implementation Guide — Volume-Based Pricing and Transaction Type Logic

Salesforce Subscription Management Implementation Guide — Sales and Renewal Transaction Configuration

Salesforce Billing Implementation Guide — Pricing Control via Transaction Type