Salesforce AP-223 Exam Questions
CPQ and Billing Consultant Accredited Professional (Page 4 )

Updated On: 16-Feb-2026

A Revenue Cloud Project has a requirement where a Product can be either taxable or tax exempt depending on a custom field that holds the industry.

what is the appropriate solution to address this Requirement?

  1. Use Automation to set Tax Treatment Based on the value of the custom field.
  2. Use Automation to set Billing Rule Based on the value of the custom field.
  3. Use Automation to set Tax Rule Based on the value of the custom field.
  4. Use Automation to set Revenue Recognition Rule Based on the value of the custom field.

Answer(s): C

Explanation:

Requirement:

Product may be taxable or tax-exempt depending on a custom field (Industry).

In Salesforce Billing:

Tax rules determine whether a product line is taxable or exempt.

Tax rules can be driven by custom logic using:

Custom fields

Flow

Apex

Determination scripts

Therefore:
C. Use automation to set the Tax Rule based on the custom field.Why not the others?Option

Why Incorrect

A . Tax Treatment

Outputs tax result, but the rule determining taxability is the Tax Rule, not Tax Treatment.

B . Billing Rule

Controls invoice schedule, NOT taxability.

D . Revenue Recognition Rule

Controls revenue, not tax.

Thus C is the only valid solution.



What is the most Scalable way to set the legal Entity on the Order Product and Order Product Consumption Schedule?

  1. Use a Work Flow
  2. Use a Custom Setting
  3. Use a Quote Calculator Plugin (QCP)
  4. Use a Flow that is triggered when the record is created and run before the record is saved

Answer(s): D

Explanation:

Requirement:

Set Legal Entity on Order Product and OP Consumption Schedule in a scalable way.

Runs before insert, so no second update transaction is needed.

Scalable (bulk-safe, low CPU, no recursion).

Modern Salesforce best practice for field population.

Works consistently across:

Order Products

Usage/Consumption Schedules

Why D . Before-Save Flow is correctWhy not the others?Option

Why Incorrect

A . Workflow Rule

Deprecated, not scalable, cannot run before-save.

B . Custom Setting

Storage mechanism, not automation logic.

C . QCP

Only affects Quote stage, not Order Products or Consumption Schedules AFTER order creation.

Thus **D is the correct, scalable, and recommended pattern.



Which Revenue Cloud Feature can` be customized to provide an aggregated view of the current goods and services on a contract?

  1. Amendments
  2. Orders
  3. Subscriptions
  4. Renewals
  5. Customer Asset Life Cycle Management (CALM)

Answer(s): E

Explanation:

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.



A Company that sells hardware and software has a project Requirement to migrate legacy Install base into salesforce

CPQ along with the contract.
Which objects will need to be populated for this effort?

  1. Order
  2. Assets
  3. Quote
  4. Subscriptions
  5. Order Product

Answer(s): B,D



A Revenue Cloud User story states " Sales Users should have the ability to create new quotes with established rate cards and account specific discounts because current customers are entitled to the pricing that was originally negotiated". In addition to loading data to Accounts, contracts, Quotes what other object will need toabsorb legacy data?

  1. Contracted Pricing
  2. Subscription
  3. Order Products
  4. Entitlements

Answer(s): A






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