AP-223 Questions and Answers

Salesforce Billing documentation states:

Posted Invoices cannot be edited, deleted, or reverted to draft.

Corrections must be performed through Cancel & Rebill.

Correct process:

Cancel & Rebill the posted invoice

The system automatically creates:

A Credit Memo for the incorrect invoice

A New Debit Invoice (unposted)

Admin corrects the Order / Order Product

Generate & post a new corrected invoice

Why the other options are incorrectOption

Issue

B. Change Posted → Draft

Impossible. Posted invoices cannot revert to draft.

C. Delete Invoice

Posted invoices cannot be deleted.

D. Credit the invoice manually

Does not follow the required cancel–re bill flow; also would not automatically issue corrected invoice.

Therefore A is the only Salesforce-compliant corrective action.

When a Salesforce CPQ user logs into production for the first time, CPQ requires running the Post-Install Script. This script:

Creates default settings

Ensures CPQ-managed fields are initialized

Grants required permissions

Creates default Primary Quote logic metadata

Updates field values such as IsPrimary, quote calculation settings, etc.

Why the issue happenedThe customer implemented automation that automatically sets a new quote as Primary at creation.

If a user has not executed the CPQ Post-Install Script on their first login, then Salesforce CPQ has not yet initialized several objects and fields that are required for the Primary Quote creation process.

Therefore, the “first time users tried to create quotes” → they encountered errors, because:

Their user-specific CPQ installation metadata was not initialized

CPQ could not run its internal logic that depends on Primary Quote setup

Salesforce’s installation documentation explicitly states:

Each CPQ user must run the Post-Install Script after first login, or they may encounter errors when creating quotes, setting a quote primary, or performing calculations.

Thus the correct answer is A, and it is consistent with CPQ installation best practices.

Efficient UAT requires:

B – Define acceptance criteria upfront

D – Train UAT testers on new Revenue Cloud processes and CPQ/Billing functionality

E – 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.

Send the next set whenever you're ready!

Salesforce seasonal releases upgrade all Preview sandboxes before production.

To ensure testing against the upcoming release, a consultant must do the following:

✔ A. Review status.salesforce.com for sandbox preview scheduleSalesforce publishes sandbox preview instructions, refresh cutoffs, and upgrade dates. Essential for planning regression testing.

✔ C. Determine whether the sandbox is on a preview or non-preview instanceCritical because:

Preview sandbox = upgraded BEFORE production

Non-preview sandbox = upgraded AFTER productionTo test early, the org must stay on preview.

Why D is NOT correct (even though your key said A, C, D)Salesforce does NOT allow you to "submit a ticket" to request sandbox upgrades.

Sandbox preview status is controlled solely by whether the sandbox is refreshed before or after the preview cutoff date.

This is explicitly stated:

“Support cannot move a sandbox to a different release level.”

— Salesforce Release Management Documentation

Therefore, A and C are correct, not D.

Why B is incorrectSalesforce does NOT upgrade all sandboxes at the same time.

Preview vs Non-preview determines upgrade timing.

Requirement:

Provide an aggregated view of current goods and services on a contract.

This refers to consolidating all active entitlements, subscriptions, assets, and amendments.

Salesforce Revenue Cloud feature for this:✔ E. Customer Asset Lifecycle Management (CALM)CALM provides:

A unified, aggregated view of:

Active assets

Entitlements

Subscriptions

Amendments

Renewed services

Tracks lifecycle changes from:

Orders

Amendments

Cancellations

Upgrades

Represents the source of truth for what the customer owns today.

Why not the others?Option

Why Incorrect

A. Amendments

These modify contracts but do NOT aggregate current products.

B. Orders

Represent transactions, not current state.

C. Subscriptions

Only subscription items, not full lifecycle items or non-subscription goods.

D. Renewals

Only track renewal processes, not aggregated state.

Only CALM provides an aggregated, contract-aligned view of all customer entitlements.

Salesforce CPQ scoping guidance always starts with Business Process Mapping to understand:

Lead → Opportunity → Quote → Contract → Order → Billing → Renewal lifecycles

How CPQ/Billing should support the business

Products, documents, e-signature, and order management all come after process mapping.

Thus A is correct.

These are the three factors that increase scope during legacy data migration for Revenue Cloud:

✔ A — Extracting from multiple sources takes more time and resourcesIf legacy data is spread across multiple CRMs, ERPs, billing engines, or flat files, this increases:

Extraction complexity

Mapping effort

Data cleansing time

This always expands project scope.

✔ B — Fragmented or incomplete information must be aggregated and validatedIf legacy data is dirty or inconsistent:

Amendments fail

Renewals break

CPQ calculations are wrong

Billing proration becomes inaccurate

Data validation + cleanup = additional scope.

✔ D — Large data volumes take longer to loadFull loads of:

Order Products

Subscriptions

Assets

Contracts

…can take hours to days, requiring:

Batch loading

Testing

Restart planning

Performance tuning

This clearly expands scope.

Why C and E are not correct:Option

Reason

C — External objects eliminate migration

Completely false. CPQ/Billing cannot use external objects for core processes such as pricing, contracting, amendments, renewals, invoicing.

E — Amendments/Renewals require customizations

Not a migration consideration; it is a design topic, not a factor that expands migration scope.

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 – Contracts, Subscriptions and Assets should be populated with historical dataCPQ reads existing Subscriptions/Assets to determine previously purchased quantities.

Historical install base must be migrated for correct discounting.

✔ E – Discount schedules with Cross Orders checkedSalesforce CPQ includes an OOTB feature:

Discount Schedule → Cross Orders = TRUEThis 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.

This use case describes a three-dimensional pricing model where the price of a product is determined by length × width × height. These values are user selections (likely stored on Quote Line fields), and CPQ must determine the correct price based on a matrix of dimensions.

Salesforce CPQ documentation identifies Lookup Tables used with Price Rules as the standard method for implementing matrix or multi-attribute pricing.

✔ Why Price Rule with Lookup Table is the correct answerSalesforce CPQ Lookup Tables allow you to store pricing data externally from the product record and return the correct price based on multiple inputs.

Lookup tables can key off of multiple dimensions, e.g.:

Length

Width

Height

A price rule performs the lookup at calculation time and sets:

List Price, or

Custom price field

Create custom fields on Quote Line:

Length__c

Width__c

Height__c

Build a Lookup Table with key columns:

Length range

Width range

Height range

Resulting price

Build a Price Rule that uses:

Price Conditions → to map entered dimensions

Lookup Query → to fetch matching price

Price Action → to set the Quote Line's Unit Price

Relevant capabilities:Typical CPQ design for dimensional pricing:This is exactly the pattern Salesforce recommends for multi-attribute pricing.

❌ Why the other options are incorrectA. Percent of TotalUsed for:

Support fees

Add-on fees based on parent productsNot for dimensional pricing.

B. Multi-Dimensional Quoting (MDQ)Used for:

Term-based pricing (Year 1, Year 2, Year 3)

Usage tiers over time

MDQ does not support 3-dimensional physical attributes.

C. Discount ScheduleSupports:

Volume tiering

Quantity-based pricing

Does not support multi-attribute dimensional pricing.

Correct CPQ Calculation Evaluation Order:

Internal Initialization

QCP — onInitialization()

Calculate Formulas (pre-calculation)

Price Rule — Before Calculate

Calculate Quantities

QCP — onCalculate()

Price Waterfall Calculation

QCP — AfterCalculate()

Option E is the only sequence that matches this.

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 RulesEvaluation 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

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 configurationThis 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.

To save a new credit card Payment Method for future payments, the correct Salesforce Billing process is:

Correct documented methodFrom the Account Page:

Go to the Payment Methods related list

Click New Payment Method – Credit Card

Enter card details

Card is tokenized (via Payment Gateway)

Saved for future payments

This is exactly what option D describes.

Why the other answers are incorrectOption

Why Incorrect

A. Tokenize button

Outdated UI/legacy workflow; new UI and gateways tokenize automatically.

B. Payment credit cards related list

Not the standard Billing object structure; Salesforce Billing uses Payment Method object, not "Payment Credit Card".

C. Enter card details + encryption

PCI does not allow storing full credit card numbers in Salesforce even with Platform Encryption — credit cards must be tokenized via gateway, not stored directly.

Therefore:

The only correct Salesforce Billing approach is D.