Q: 6
A Revenue Cloud Consultant is setting up the amendment process for assets in Revenue Cloud. The
goal is to ensure that when a customer wants to change their subscription, the process is streamlined
from initiation to the final update of the asset.
In this automated lifecycle, what is true about the Opportunity?
Options
Discussion
Option A
Makes sense to go with A here. Opportunity mainly helps with forecasting, doesn't automate asset updates itself.
Nah, I think A not B. Standard amendment flow just uses Opportunity for tracking and forecasting, the actual asset update is triggered by the quote/contract steps. B sounds tempting but that's a trap since there’s no direct asset update from Opportunity.
C or B. I was thinking C made sense because sometimes you can go straight to quote for minor changes, but now I'm not sure since the standard process always needs an Opportunity. B seems off since asset updates don't happen directly from Opportunity. Anyone else see C working in practice?
Option A. Standard process uses Opportunity just for tracking and forecasting, asset automation runs off the quote and contracting steps. Not direct from Opportunity. Pretty sure on this, correct me if anyone's seen otherwise in live orgs.
B , since the asset update could happen after changing the Opportunity to Closed Won. Isn't that how automation works sometimes?
Its A here. Opportunity is just tracking and forecasting, it doesn't push asset updates on its own in Revenue Cloud. Asset changes happen through the quote/contract process after Closed Won, not straight from Opportunity. Pretty confident unless someone has seen a different config.
Probably A, had something like this in a mock. Opportunity is used for forecasting and doesn’t directly automate asset updates.
A tbh
C or A. I don't think C is right since even non-price amendments still use the Opportunity as part of the out-of-the-box process, but B looks like a distractor too because updates run from quote/contracting not straight from Opportunity. A seems closest if we're talking standard flow, though not 100% sure.
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