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Salesforce AP-223 Exam Questions
CPQ and Billing Consultant Accredited Professional (Page 3 )

Updated On: 16-Feb-2026
Page 3 of 22
PDF with 223 Questions

How can a Revenue Cloud Consultant create a new payment Method for a credit card that will be saved for future Payments?

  1. Enter the credit card details into a new payment Method record Click the Tokenize button
  2. From the Payment credit cards related list, click the new credit card button.
  3. Enter the credit card details into a new payment method record. salesforce users should use platform encryption for PCI Compliance.
  4. From the Account, Payment Method related list, then click the new Payment Method Credit Card button.

Answer(s): D

Explanation:

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Outdated UI/legacy workflow; new UI and gateways tokenize automatically.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



A Revenue Cloud customer has posted an invoice and now wants to add on more items from another order associated to that account. Without using invoice batches, how can this be accomplished?

  1. Credit the invoice, add the new order and run an invoice scheduler to pick all the orders up.
  2. use bill now on the new order and reparent the new invoice lines to the existing invoice C . Cancel and Rebill the invoice, add the new Order and run an invoice scheduler to pick all the order up.
  3. Use bill now on the new Order and consolidate the invoices.

Answer(s): C



What are three risks when using too many cross object formula fields in a Revenue Cloud Project?

  1. Formula field data is not always available during CPQ quote calculation
  2. Formula fields have unlimited access to object many relationships away which makes it vulnerable to data changes.
  3. They are computationally Expensive.
  4. They can easily exceed limits if not carefully designed and tested
  5. Formula Fields are editable, after the calculation completes the sales user or process automation can overwrite its value

Answer(s): A,C,D

Explanation:

In Salesforce CPQ + Billing (Revenue Cloud), heavy use of cross-object formula fields can create serious performance, calculation, and reliability issues. Salesforce product documentation and CPQ study guides highlight several risks related to:

Quote calculation engine performance

SOQL query depth

Runtime evaluation limits

Data availability timing during synchronous calculations

Below is the breakdown of the options:

A . Formula field data is not always available during CPQ quote calculationCorrect.

Salesforce CPQ reads values at calculation time, but cross-object formula fields may:

Not resolve in time if they depend on parent records updated within the same transaction

Return stale values because formula evaluation is not recalculated in real time mid-calculation

Fail during QCP or price rule evaluation due to record access/state issues

This is a known risk documented in CPQ technical architecture guidance.
B . Formula fields have unlimited access to object many relationships away which makes it vulnerable to data changes.Incorrect.

Formula fields do NOT have unlimited access. They are limited to 10 relationship levels.

While data changes on parent objects can affect formula results, this is not a primary risk emphasized in Revenue Cloud implementation guidance.

Therefore, not one of the three correct risks.
C . They are computationally expensive.Correct.

Formula fields--especially cross-object ones--are recalculated at runtime every time:

The referenced record is queried

CPQ calculator reads them during price rule evaluation

Billing processes (Invoice Run, Usage Rating, etc.) reference them

This can significantly slow down:

Quote calculations

Order/Invoice generation

Any multi-object SOQL-heavy logic

This is a well-known performance risk.
D . They can easily exceed limits if not carefully designed and testedCorrect.

Cross-object formulas contribute to:

SOQL query depth limits

CPU time limits

Formula size complexity

Relationship depth limits

In CPQ/Billing, where Quote and Quote Line processing already push platform limits, too many formula fields can cause:

Calculation failures

Invoice/Order creation errors

Apex limit exceptions

Salesforce documentation warns against heavy formula usage for precisely these scalability concerns.
E . Formula fields are editable, after calculation a user/process can overwrite the valueIncorrect.

Formula fields are never editable by users or automation.

Their values are dynamically calculated from their formula expressions.

Therefore, this option is not a valid risk.



Which corrective action should an admin take after noticing an error on a posted invoice?

  1. Cancel and rebill, correct the order, create and post a new invoice.
  2. Change the status from Posted to draft on the invoice, correct the invoicing error and repost it
  3. Delete the invoice record, correct the order, create and Post a new invoice
  4. credit the invoice, correct the order, create and post a new invoice

Answer(s): A

Explanation:

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 cancel­re bill flow; also would not automatically issue corrected invoice.

Therefore A is the only Salesforce-compliant corrective action.



A Revenue Cloud Consultant learns salesforce is deploying a new release during the course of the implementation.

which two should be taken to make sure the implementation is tested against the new release before it deploys to production?

  1. Review status.salesforce.com to determine refresh cutoff for the new release
  2. The platform ensures that all sandboxes are upgraded at the same time so wait forther update.
  3. Determine whether your sandbox is on a preview or non preview instance.
  4. Submit a ticket to support when you want your sandbox Updated.

Answer(s): A,C

Explanation:

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.






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