A business is going through a digital transformation. As part of that process, sales leadership would like to have the contracting process digitized, including generation of clauses, redlining, e-signature, etc.
Which capability should the implementation consultant use to support this requirement?
A Contract Lifecycle Management (CLM) consultant needs to create a report on Clauses using record type to capture the metadata for clauses and sections within documents. The consultant plans to add relevant fields from the related records, such as contracts, clauses, and clause sets, to customize the report layout. Then, the consultant will build a report using this custom report type for a detailed analysis of the clause metadata in the contracts.
Which object should the consultant use to create this report?
Which is the correct sequence of evaluation events for a price rule,quote calculator plugin
(QCP) and CPQ package pricing engine?
A solution is being designed for migrating a customer's install base to Revenue Cloud. The customer states that it is extremely critical for the installed base to work fine in Revenue Cloud so that there is no business disruption, as a large part of their business is Amendments and Renewals.
Apart from the Product, Product Selling Model, and Pricebook, which other key objects should be included in the discovery to help design this migration?
After installing salesforce CPQ in your customer Sandbox org you notice unacceptableperformance times as the primary quote syncs to theopportunity its determined thecause for sub optimal performance is attribute to 30 process builders referencing thequote and opportunity along with other heavy customization that was previously created. what strategy should the revenue cloudconsultant recommend to the customer?
Which usage summary field can be used as an external IDto simplify usage uploads afteramendments?
