フリー問題

Salesforce Certified Revenue Management Consultant のフリー問題 6 / 20 問目

問題文

A company already runs the older Salesforce CPQ package and a separate billing system. What is an important readiness activity before moving to Revenue Cloud?

選択肢

  1. Migrate the invoices first and leave the catalog for last, so that finance can reconcile the historical bills before any product is defined.
  2. Assume nothing needs to be migrated, because Revenue Cloud always starts from an empty state and will rebuild the historical products and contracts on its own.
  3. Take an inventory of the existing catalog, pricing, contracts, assets, and billing arrangements to understand the migration scope.
  4. Uninstall the CRM first to make room for Revenue Cloud, since the two cannot coexist in the same org and share the same accounts and contacts.

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