Q: 4
A sales rep needs to renew multiple assets. Some assets will be renewed at the same prices, so
negotiations are unnecessary and the rep can directly create a renewal order. Some assets need to be
renewed at higher prices, so the rep needs to create a quote for negotiation. When the sales rep
starts the renewal process, they are not able to choose whether to create a quote or an order.
How should a Revenue Cloud Consultant address the sales rep's issue?
Options
Discussion
Option A. The Manage Asset component should be customized to support both renewal quote and order creation, right?
I was thinking B since overriding the flow could give reps more control and let them pick between quote or order. Maybe config alone isn't enough if the feature's missing out of the box? Not 100% sure, open to other takes.
C tbh, A is a trap since config change solves it, no need for custom code here.
C not B. Pretty sure this is just a Revenue Cloud setting so no need to override flows, B adds unnecessary complexity. A is tempting but config handles it directly.
Ugh, these config-vs-code Revenue Cloud questions again... Probably C since this is just a setting, no need for flow or UI overrides if the system already supports the choice with a config switch. Seen similar in other exam reports.
B here. Overriding the flow sounds like it’d let you add that decision step for reps, so they can pick quote or order renewal. I don’t see how a config alone would surface that choice if it’s missing by default. Pretty sure on this but maybe there’s a setting I’m not thinking of.
C not A. It's a setting in Revenue Cloud that lets users pick quote or order during renewals, no need to customize components. Pretty sure this avoids extra dev work, just update the config.
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