Salesforce Related Exams
Rev-Con-201 Exam
A company is implementing Revenue Cloud to automate its subscription renewals. A Revenue Cloud Consultant needs to configure the system to allow sales reps to initiate the renewal process for a customer ' s active assets directly from a record page.
Which component must the consultant implement to provide this one-click renewal capability?
An administrator needs to include a Product2 custom field for search in the context of a quote or order.
What should the administrator do to accomplish this?
A Revenue Cloud Consultant wants to automatically sync the family field (Family) from the Product2 object to the Quote Line custom field (Family__c) during quoting.
How should the consultant address this using only Revenue Cloud functionality?