Licenses, feature toggles and setup sequence
Which Revenue Cloud Growth, Advanced and Billing licence covers each functional area, how event credits are counted, the preconfiguration order, the Revenue, Quote and Order Settings a readiness checklist needs, and how to extend standard permission sets without cloning them.
Plan implementation readiness, including required licenses, permission sets, and prerequisite feature toggles.
~7 min read · 12 practice questions ·
What the exam expects
- Pick the Revenue Cloud Growth, Advanced or Billing licence from a list of required capabilities, and flag deployment blockers such as Government Cloud.
- Explain which activities consume event credits (internal versus external use).
- Order the preconfiguration work: scratch org features, access, permission sets, Context Service, console app.
- List the Revenue Settings, Quote Settings and Order Settings a readiness checklist needs, and tell foundational toggles from optional ones.
- Extend standard permission sets with custom, muting and group sets instead of cloning, and name the permissions that gate enablement.
Key terms: Revenue Settings (the Setup page with Revenue Management toggles); application usage type (the tag that marks quotes, orders and contracts as Revenue Management records); event credits (usage units that certain activities consume); muting permission set (removes permissions inside a permission set group); CoreCpq (the scratch org feature that turns on Revenue Management objects).
Key facts
- Detail
- Catalog, Pricing, Configurator, Transaction Management, Document Builder
- Detail
- Contracts, DRO, Billing, Agentforce for Revenue Management
- Detail
- Usage and milestone invoices, invoice PDFs, emailed invoices, invoice grouping
- Detail
- Revenue Management components don't function there
- Detail
- Not Billed; external pricing API calls are Billed
- Detail
- Billed for internal and external use
- Detail
- Customize Application and Manage Revenue Cloud
- Detail
- Can't be turned off once activated
- Detail
- CoreCpq feature plus revenueManagementSettings > enableCoreCPQ
- Detail
- Submitting user and fulfillment user both need Assetize Order
Sources for this section (6)
- License Comparisonhelp.salesforce.com (opens in a new tab)
- Get Startedhelp.salesforce.com (opens in a new tab)
- Billable Usage Typeshelp.salesforce.com (opens in a new tab)
- Enabling Revenue Settingshelp.salesforce.com (opens in a new tab)
- Scratch Orghelp.salesforce.com (opens in a new tab)
- DRO Permission Setshelp.salesforce.com (opens in a new tab)
- Why can't a Billing-licence-only org run quoting?
- Why does generating a quote document not consume event credits?
- Which preconfiguration step comes right before setting up the console app?
- Why might the Product Configurator permission sets be missing from Setup?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Revenue Management Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 25 lessons of the Revenue Management Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (12 questions for this lesson)
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