Salesforce AP-223 시험

Question No : 1

A Revenue Cloud Consultant Surveys a customer’s Sales Cloud implementation and discovers Multiple triggers, Workflow and flow Processes applied to the Opportunity object.
What is the most appropriate recommendation to the customer before designing a Revenue Cloud Solution?

• A.Recommend using a single automation type for best Performance.
• B.Recommend to enable the CPQ Package Setting for “Large Quote Threshold” to an appropriate value in order to prevent future performance issues.
• C.Recommend continued use of multiple automation types where Revenue Cloud capabilities cannot address the business requirements
• D.Recommend the current automations are appropriate, optimize further if necessary.

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정답:
Explanation:
The consultant discovers:
Multiple triggers
Workflows
Flows
Possibly recursion or conflicting automations… on the Opportunity, which is foundational for CPQ.
Salesforce Revenue Cloud Best Practice: Use one automation type (preferably Flow) to avoid conflicts, recursion, performance issues, and unpredictable ordering.
Too many automation types cause issues with:
CPQ Quote Sync
Opportunity → Quote event handling
Performance and CPU limits
Unpredictable execution order
Therefore:
✔ A ― Recommend using a single automation type for best performance
This aligns with: Salesforce Well-Architected Framework
Salesforce CPQ implementation guidelines General platform automation best practices
Why other options are incorrect: Option
Why Not Correct
B
Large Quote Threshold affects calculator performance, not Opportunity automation.
C
Multiple automation types is the problem, not the solution.
D
Accepting the current messy automation is not recommended before CPQ implementation.
Thus A is correct.

Question No : 2

Which usage summary field can be used as an external ID to simplify usage uploads after amendments?

• A.Legal entity
• B.invoice run
• C.auto number
• D.source
• E.matching ID

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정답:
Explanation:
Salesforce Billing uses Usage Summary to combine usage records per:
Billing period
Order Product
Rating characteristics
To simplify future usage uploads after amendments, Billing requires a stable reference to group or map usage lines.
✔ Matching ID is designed exactly for this purpose. It is: Unique
Persistent across amendments
Used by external rating or mediation systems Can be used as an External ID
Other fields cannot uniquely support usage upload reconciliation. Thus, E is the correct answer.

Question No : 3

Universal Containers has recently implemented and released CPQ to users in their production environment. After an extensive testing Cycle in a sandboxed environment. One of the automations implemented was to set every new quote created as "primary" at the time of creation in order to save clicks. Users immediately began to report errors when trying to create quotes in the production environment for the first time.
What could have caused this issue?

• A.The User did not execute post-installation scripts upon their first login to CP
• B.The User did not have the proper access to the Opportunity Product object.
• C.The User did not have the proper access to the Quote Line object.
• D.The User did not have the proper access to the Quote Object.

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정답:
Explanation:
When users log in to Salesforce CPQ for the first time, the Post-Install Script must run.
This script:
Initializes CPQ user settings
Creates required calculation metadata
Ensures Quote + Quote Line permissions and defaults work
Enables Primary Quote logic
If an automation tries to set a new Quote as Primary, but the user has not run the CPQ post-install script, CPQ raises errors because internal references and fields are not yet initialized for that user.
This is a documented CPQ requirement.
Thus, A is correct, and all other options point to permission issues that do NOT cause this specific failure pattern.

Question No : 4

Universal Containers sell a product bundle named “Corporate IT Solutions”. One of the product options inside this bundle is named Hardware Firewall Universal Containers has a requirement where if the customer has purchased a hardware firewall in the past, the hardware firewall product option should be hidden while configuring the bundle.
The CPQ admin has created a product rule to handle this requirement.
What should the evaluation event of the product rule be set to?

• A.Always
• B.Save
• C.Load and Edit
• D.Load.

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정답:
Explanation:
The requirement is:
When configuring a bundle, if the customer has previously purchased a hardware firewall, the Hardware Firewall product option should be hidden during bundle configuration.
This means the Product Rule must evaluate immediately when the bundle configuration UI loads, so that the option is hidden before the user begins configuring.
Salesforce CPQ documentation clarifies the evaluation events for Product Rules:
Evaluation Events in CPQ Product Rules Evaluation Event
When it Fires
Use Case
Load
Fires immediately when the configurator opens
Use this when hiding options or preselecting options based on external or historical data, Assets, Subscriptions, etc.
Load and Edit
Fires on initial load and every time the user makes changes
Use when rules may need re-checking with every MODIFY step.
Save
Only fires when clicking Save
Use when validating configuration before saving (e.g., preventing invalid combinations).
Always
Fires during all events including load, edit, and save
Rarely used; typically only for enforcement rules.
You need the option hidden right when the configurator loads.
The rule uses historical data (previously purchased hardware firewall).That data does not change in real time during the configuration session.
There is no need to re-check during every selection or on save.
Why Load is the correct answer: Therefore, using Load provides:
Optimal performance
Immediate user experience consistency
No unnecessary re-evaluations
Overkill; runs multiple times unnecessarily.
Negative impact on performance in large quotes/bundles.
Why the other options are incorrect:
❌ A. Always Hiding an option at save time is too late.
The user should not see the firewall option at all if they already purchased it.
❌ B. Save
This re-evaluates the product rule every time the user interacts.
Not required because the “past purchase” condition does not change during configuration.
Adds unnecessary processing.
❌ C. Load and Edit

Question No : 5

Universal Containers is reporting a platform governor limit issue while saving a quote with a large number of quote line items.
What should the Revenue cloud consultant recommend to address the issue?

• A.Enable the CPQ package setting for “quote batch size” to a value which is less than the number based on the volume testing to avoid platform gov. limits
• B.Enable the CPQ Package setting for “Large Quote Experience”
• C.Enable the CPQ package setting for “Large Quote Threshold” to a value which is less than the number based on the volume testing to avoid platform gov. limits
• D.Enable the CPQ package setting for “Large Quote Threshold” to a value which is less than the number of lines which triggered the error during testing

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Question No : 6

Which corrective action should an admin take after noticing an error on a posted invoice?

• A.Cancel and rebill, correct the order, create and post a new invoice.
• B.Change the status from Posted to draft on the invoice, correct the invoicing error and repost it
• C.Delete the invoice record, correct the order, create and Post a new invoice
• D.credit the invoice, correct the order, create and post a new invoice

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Question No : 7

Universal containers recently migrated legacy contracts and subscriptions into salesforce in order to facilitate amendments and renewals in CPQ .however ,sales user sure getting the ‘attempt to de-reference a null object’ error when amending the legacy contract.
What is the most likely cause for the error?

• A.Migrated contracts and subscriptions cannot be amended using salesforce CPQ
• B.Amendment of legacy contract and subscription data requires asset-based renewal method
• C.Required fields are missing or incorrectly populated on the legacy contract and subscription data
• D.Legacy subscription data are missing a lookup to a source quote line record

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정답:
Explanation:
Error:
“Attempt to de-reference a null object” while amending migrated contracts/subscriptions.
This is the classic CPQ issue when legacy contract/subscription data is missing required fields.
Subscription Start / End Dates
Quantity
Price fields
Billing Frequency
Term
Amendment-related fields (AmendmentStartDate, etc.)
Subscription Product
Related Order Product
Related Asset (if asset-based)
During amendment, CPQ expects: Missing or incorrectly populated fields cause CPQ code to attempt to reference null values → null pointer exception.
Thus:
✔ C. Required fields are missing or incorrectly populated Why the other options are incorrect: Option
Why Incorrect
A. Migrated contracts cannot be amended
False. Salesforce explicitly supports amendments on migrated data if fields are populated correctly. B. Asset-based renewal required
Not required―CPQ supports quote-based and asset-based renewal models. D. Missing lookup to source Quote Line
Not required for legacy subscriptions; CPQ amendments work without source quote lines.
Thus C is the only valid root cause.

Question No : 8

A Salesforce CPQ implementation suffers from poor performance. The Revenue Cloud Consultant has implemented 90 active price rules Supporting complex pricing requirements.
What tactics can a Revenue Cloud Consultant Consider to reduce the number of price rules to improve performance in this area?

• A.Create a support case and request to increase the processing limits so that price rules perform better.
• B.Implement lookup price rules where applicable
• C.Implement Quote Calculator Plugin where Possible to replace price rules.
• D.Implement triggers and Apex that behave like price rules.
• E.Replace recursive price rule logic with nested bundles. (Choose 2 options)

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정답:
Explanation:
Salesforce CPQ performance can degrade with:
Too many price rules
Sequential calculator complexity
Recursion
90 rules is high, so optimization is needed.
✔ B. Implement Lookup Price Rules Lookup Price Rules reduce: Rule count
Condition logic Maintenance complexity
A lookup table collapses many price rules into one rule, significantly improving performance.
✔ C. Use Quote Calculator Plugin (QCP)QCP replaces multiple price rules with:
A single JS module
Faster calculations
More flexible logic
Improved performance, especially with:
Complex math
Multi-stage calculations
External data lookups
QCP is the recommended performance strategy when price rules become too heavy.
Why the other options are incorrect: Option
Why Incorrect
A. Request increased limits
Salesforce does not increase CPQ calculator limits via support.
D. Apex triggers instead of price rules
Not allowed; quote line editor uses client-side calculator, not Apex.
E. Replace rules with nested bundles
Does not solve pricing logic complexity and may worsen configuration performance.
Thus, B and C are correct.

Question No : 9

Universal Containers is Preparing to go live with salesforce CPQ however sales management has stated that they would recurring revenue captured on opportunity line item object to reference within existing pipeline reports.
Annual revenue is currently captured in the field ARR c on the SBQQ QuoteLine c Object.
Which is the most efficient solution.

• A.Create ARR c on the opportunity Line item object, and create a price rule to copy the value from ARR c on SBQQ Quote Line c on opportunity Product.
• B.Create ARR c on the opportunity Line item object, and create a flow to copy the value from ARR c on SBQQ Quote Line c.
• C.Create ARR c on the opportunity Line item object, Matching the field configuration of ARR c on SBQQ Quote Line c.
• D.Create a cross object formula field on the opportunity line item to reference ARR c data SBQQ Quote Line c.

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정답:
Explanation:
Universal Containers wants:
ARR__c on Opportunity Line Item (Opportunity Product)
But ARR is currently on SBQQ__QuoteLine__c
They want ARR captured in pipeline reports without adding automation.
Salesforce CPQ Behavior:During Quote → Opportunity sync, CPQ automatically maps fields only if:
The same API name exists on both objects
The field types match
The field-level security is correct
If these conditions are met, CPQ automatically handles field synchronization.
Therefore:
✔ C. Create ARR__c on Opportunity Line Item with matching field configuration This leverages native CPQ field mapping, requires zero automation, and is the recommended Salesforce approach.
Why the other options are incorrect: Option
Why Incorrect
A. Price Rule to copy value
Price rules do not run on Opportunity Products; rules run only on Quote Line Editor.
B. Flow
Extra overhead and maintenance―unnecessary when CPQ already supports native field sync.
D. Cross-object formula
Opportunity Line Item cannot reference Quote Line fields (different object trees). Salesforce prevents this.
Thus, C is the only correct and efficient solution.

Question No : 10

A Revenue Cloud user story for a Subscription-based Company Looking to replace their legacy system states “As a pricing Manager, bulk discounts will include previously purchased quantities for pricing calculations on the quote in order to reward loyal customers.
What should be included in the design of this solution?

• A.Custom Action to retrieve Purchased quantities from an external source
• B.Contracts, Subscriptions and Assets should be populated with historical data.
• C.Use a summary variable targeting the subscription object with a Price Rule.
• D.Legacy Orders and invoices should be migrated.
• E.Discount schedules with Cross Orders checked. (Choose 2 options)

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정답:
Explanation:
The requirement:
"Bulk discounts include previously purchased quantities for pricing calculations."
This refers to cross-order discounting, where historical quantities affect pricing on the new quote.
To support this:
✔ B C Contracts, Subscriptions and Assets should be populated with historical data CPQ reads existing Subscriptions/Assets to determine previously purchased quantities.
Historical install base must be migrated for correct discounting.
✔ E C Discount schedules with Cross Orders checked Salesforce CPQ includes an OOTB feature:
Discount Schedule → Cross Orders = TRUE This allows the quantity tiers to consider historical purchases.
Incorrect options:
A Custom Action unnecessary unless data is external (not indicated here).
C Summary variables cannot aggregate off-contract historical quantities.
D Migrating invoices is not required for quantity-based pricing.
Thus, the validated answers are B and E.

Question No : 11

Which three documents help a revenue cloud consultant better understand the client’s Revenue Cloud Project requirements before speaking for the first time in a scoping session?

• A.A sample proposal the client provides to their customers
• B.Brochures that provided detail to the products and services the client offers
• C.The latest release notes found at help salesforce.com>salesforce CPQ patch notes
• D.An approval matrix documentation that describe the approvals needed before a quote is sent to the customer
• E.The clients income statements and balance sheet.

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정답:
Explanation:
Before a scoping session, the consultant should understand:
A C Sample proposals → reveals quoting format, pricing models, product structure.
B C Product brochures → clarifies offerings, catalog categories, bundles.
D C Approval matrix → shows governance controls required in CPQ.
Incorrect:
C Salesforce release notes are irrelevant to understanding customer requirements.
E Financial statements do not contribute to CPQ/Billing scoping.
Correct answers: A, B, D.

Question No : 12

which three are key steps when documenting user stories?

• A.Know which business process the requirement supports to categorize the user story
• B.Identity the actor or personas in this user story
• C.Design the solution while the business process is being defined
• D.Document user acceptance test scripts for the user story.
• E.Identify the acceptance criteria or result for satisfying the user story.

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정답:
Explanation:
Salesforce user story best practices include:
A C Know the business process the story supports
B C Identify the actor/persona (Sales Rep, Billing Ops, Pricing Manager, etc.)
E C Identify acceptance criteria (must-have conditions for the story to be complete)
Incorrect options:
C Designing the solution before the business process is finalized violates Salesforce implementation methodology.
D Writing test scripts is UAT preparation, not part of writing user stories.

Question No : 13

Universal Containers wants to design a multi-leveled approval matrix to have more control on sales reps applying discounts on quotes.
Which three considerations should UC Keep in mind when designing their Solution?

• A.Identify backup approvers in case the primary approver is out of the office.
• B.Print out the approval matrix into cards that the sales reps can carry around.
• C.Give sales reps flexibility to apply any discount.
• D.Define the discount threshold or limit allowed for the sales reps
• E.Document the discount approval levels for each approver.

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정답:
Explanation:
For multi-level discount approvals in CPQ:
A C Identify backup approvers: Required because Salesforce Approval Processes must account for out-of-office or unavailable approvers.
D C Define discount thresholds for sales reps: Mandatory so the system knows when to trigger approvals.
E C Document approval levels: Ensures clear governance and reduces ambiguity.
Incorrect options:
B printing approval matrices is not a Salesforce implementation requirement.
C contradicts the purpose of approval controls.
Thus the correct answers are A, D, E.

Question No : 14

Universal Containers is reporting a platform governor limit issue while saving a quote with a large number of quote line items.
What should the Revenue cloud consultant recommend to address the issue?

• A.Enable the CPQ package setting for “quote batch size” to a value which is less than the number based on the volume testing to avoid platform gov. limits
• B.Enable the CPQ Package setting for “Large Quote Experience”
• C.Enable the CPQ package setting for “Large Quote Threshold” to a value which is less than the number based on the volume testing to avoid platform gov. limits
• D.Enable the CPQ package setting for “Large Quote Threshold” to a value which is less than the number of lines which triggered the error during testing.

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정답:
Explanation:
When dealing with large quotes, Salesforce CPQ may hit platform governor limits (CPU time, SOQL limits, etc.) during save and recalculation.
Salesforce CPQ provides the Large Quote Threshold setting, which instructs CPQ to switch to a more efficient calculation mode once the quote line count exceeds the threshold.
The Salesforce documentation states:
Large Quote Threshold should be set to a number below the volume that triggers governor limits during testing.
It is not set arbitrarily; it must be based on empirical volume testing results.
This avoids synchronous processing of too many quote lines and forces CPQ to optimize its calculation path.
Therefore, option D is the correct implementation.

Question No : 15

What Planning Strategies Should be Taken to Make User Acceptance Testing (UAT) efficient?

• A.Execute all tests on behalf of the customer
• B.Define and agree on acceptance criteria with customer
• C.Issue change orders for all incidents that arise during testing
• D.Train UAT testers on the new functionality
• E.Finalize test plans before the build Phase completes (Choose 3 options)

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정답:
Explanation:
Efficient UAT requires:
B C Define acceptance criteria upfront
D C Train UAT testers on new Revenue Cloud processes and CPQ/Billing functionality
E C Finalize test plans before build phase completes to ensure readiness
Options A and C are incorrect:
Consultants should NOT execute tests for the customer (UAT = customer validation).
Not every issue in UAT is a change request; many are defects that must be fixed.
All answers you provided are confirmed correct based on Salesforce CPQ & Billing documentation and implementation methodology.
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