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| Vendor: | Salesforce |
|---|---|
| Exam Code: | AP-223 |
| Exam Name: | CPQ and Billing Consultant Accredited Professional |
| Exam Questions: | 223 |
| Last Updated: | January 6, 2026 |
| Related Certifications: | Accredited Professional |
| Exam Tags: | Marketing Cloud, Customer relationship management (CRM), Cloud computing |
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After a Contract has been created and activated, what is an appropriate use of automation to support renewals? ''
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?
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 performanceThis 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.
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?
Before a scoping session, the consultant should understand:
A -- Sample proposals reveals quoting format, pricing models, product structure.
B -- Product brochures clarifies offerings, catalog categories, bundles.
D -- 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.
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?
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.
Our customer is headquartered in the US but has operations in Germany. The German operation has CPQ installed in their own EU instance of salesforce.
Which service region should be defined for the Europeans instance of CPQ in order to optimize calculation performance?
The CPQ Quote Calculator is hosted by Salesforce in specific service regions.
Performance is optimized when the service region matches the Salesforce org location.
Since the German operation is hosted in the EU Salesforce instance, the performance-optimized setting is:
Europe regionThis keeps latency minimal and significantly improves quote calculation speed.
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