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Salesforce Exam B2B Solution Architect Topic 7 Question 44 Discussion

Actual exam question for Salesforce's B2B Solution Architect exam
Question #: 44
Topic #: 7
[All B2B Solution Architect Questions]

Universal Containers (UC) is evaluating Salesforce for a Lead to Invoice solution, as its current process for getting payments from customers s incredibly laborious. UC knows now its current invoice process runs through its back-office ERP, and is unsure how it would work within a front-office tool going from a lead all the way to an invoice. UC is looking to purchase Revenue Cloud, Sales Cloud, Marketing Cloud Account engagement, and MuleSoft to work with its CRP. The CIO also wants to make sure UC is utilizing the data across these clouds in the most automated way possible without a lot of manual data intervention as is required today within its back- office CRP

What should thesteps in the business process look like when creating a multi-cloud Lead to Invoice solution in Salesforce if UC's CRP will be the system of record for invoices?

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Suggested Answer: B

This option would follow the lead-to-invoice process that Salesforce Billing supports2, which involves creating an invoice from an order and then sending it to theERP system for payment processing. This option would also leverage Revenue Cloud and Sales Cloud features such as CPQ and Billing to automate and streamline the quoting and invoicing process.

Since UC's CRP will be the system of record for invoices, the order information will need to be passed to the back-office ERP for invoice creation and processing. Therefore, the business process should include Lead, Opportunity, Quote, Order, and then directly into the back-office ERP system. Payment processing can behandled within the back-office system or potentially integrated back into Salesforce with appropriate consideration for data security and compliance.


by Carri at Sep 17, 2024, 02:24 AM

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Anastacia
24 days ago
I'm feelin' B. Keep it simple, stupid, right? Less steps means less room for error. Plus, the ERP is the boss, so let's just defer to it.
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Lezlie
27 days ago
A all the way! It's the most comprehensive solution, and who doesn't love a good old-fashioned invoice? *chuckles*
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Karan
1 months ago
I think option D is also a good choice. It includes all the necessary steps for a Lead to Invoice solution.
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Ellsworth
1 months ago
I agree with Winfred. It makes sense to have a clear flow from lead all the way to invoice.
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Florencia
1 months ago
C is interesting, but skipping the order step seems risky. What if the customer changes their mind? I'd want that level of control.
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Lyndia
2 months ago
I'm not sure about D. Putting the invoice before the ERP seems backwards. B looks cleaner, focusing on the core Salesforce objects.
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Mirta
22 days ago
Yeah, B seems like the most straightforward approach for UC's multi-cloud Lead to Invoice solution.
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Fatima
28 days ago
I agree, D does seem a bit off with the invoice before the ERP.
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Matt
1 months ago
I think B makes sense, keeping it simple with Lead, Opportunity, Quote, Order, and ERP.
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Lettie
2 months ago
A sounds good to me. It covers the entire process from lead to invoice, integrating with the ERP system as the system of record.
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Annamae
10 days ago
Yes, A is the most logical sequence for creating a seamless Lead to Invoice solution in Salesforce.
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Buffy
11 days ago
I think A is the best choice too. It includes all the necessary steps in the process.
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Rolland
21 days ago
I agree, A seems to be the most comprehensive option for a multi-cloud Lead to Invoice solution.
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Rolande
1 months ago
A sounds good to me. It covers the entire process from lead to invoice, integrating with the ERP system as the system of record.
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Winfred
2 months ago
I think the steps should be Lead, Opportunity, Quote, Order, Invoice, Payment, ERP.
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