Salesforce Certified Sales Cloud Consultant — Question 155

Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly installments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.

What should the consultant recommend to meet the requirement?

Answer options

• A. Create a Process Builder to create an Order for each installment payment.
• B. Use Revenue Schedules to capture installment payment plan details for each Product.
• C. Add a custom field to the Quotes object to capture the number of installments.
• D. Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.

Correct answer: B

Explanation

Option B is correct because Revenue Schedules are specifically designed to manage and forecast revenue from installment payments, which aligns with the requirement for accurate financial planning. The other options either involve unnecessary complexity (A), lack the capability to forecast revenue accurately (C), or do not address the requirement directly (D).