Updated for Winter '26 Release
Last Updated: November 2025 | Exam Version: Winter '26
This exam guide reflects the latest Salesforce Winter '26 release (November 2025). Key updates include the Agentforce AI Cross-Sell Engine, a new Dynamic (LWR) Quote Line Editor, and automated revenue recognition rules.
⚡ What Changed from Spring '25 to Winter '26?
New Agentforce component suggests optimal product bundles in the QLE
A new, high-performance LWR-based Quote Line Editor for faster, flexible quote building
New rules engine to automate the creation of revenue schedules based on order data
Salesforce Certified Revenue Cloud Consultant
Your complete guide to mastering the entire quote-to-cash lifecycle (CPQ & Billing)
📊 Exam At a Glance
📝 Note: As of July 21, 2025, all Salesforce exams are delivered through Pearson VUE (Trailhead Academy). The exam can be taken at a testing center or online with remote proctoring.
Exam Objectives & Weightage
1. CPQ Configuration & Quoting
40%Configure Products, Price Books, and complex pricing (bundles, rules, MDQ). Master the Quote Line Editor and guide the quote generation process.
The new Dynamic QLE (LWR) and Agentforce AI Cross-Sell Engine are key testable components of the quoting process.
View Key Topics ▼
- Configure Product Bundles (Features, Options, Option Constraints)
- Implement Price Rules, Product Rules (Validation, Selection)
- Configure Multi-Dimensional Pricing (MDQ) for subscriptions
- Customize Quote Templates and Quote document generation
2. Billing and Revenue Management
35%Manage the billing lifecycle from Order to Invoice. This includes invoicing, payments, credit/debit notes, and revenue recognition policies.
The Automated Revenue Recognition rules engine is now a core part of this objective, allowing for policy-based revenue schedule creation.
3. Implementation & Data Management
25%Understand the quote-to-cash data flow, manage data migration, and configure general package settings for both CPQ and Billing.
New settings in CPQ Package Config allow calculation processes to bypass specific platform validation rules, which is a key testable concept.
📝 Sample Exam Questions
💡 Test Your Knowledge
These sample questions reflect the style and difficulty level of the actual Consultant exam. Practice with these to assess your readiness.
Question 1: CPQ Configuration
A company sells a 3-year subscription. They need to set the price as $100 for Year 1, $110 for Year 2, and $120 for Year 3. How should the consultant configure this pricing?
A) Block Pricing
B) A Price Rule with 3 Price Conditions
C) Multi-Dimensional Pricing (MDQ)
D) Percent of Total Pricing
✓ Correct Answer: C) Multi-Dimensional Pricing (MDQ)
Explanation: MDQ (also known as "ramping") is the standard CPQ feature designed to price subscription products differently across distinct time segments (e.g., Year 1, Year 2, Year 3).
Question 2: Billing Management
A customer purchases a 12-month subscription that should be invoiced every 3 months (quarterly). How should this be configured on the Order Product?
A) Set the 'Billing Term' to 3 and 'Billing Term Unit' to 'Months'.
B) Create 4 separate Order Products, one for each quarter.
C) Set the 'Billing Frequency' field to 'Quarterly'.
D) Use an Automation Rule to create Invoices every 3 months.
✓ Correct Answer: C) Set the 'Billing Frequency' field to 'Quarterly'.
Explanation: The Order Product's 'Billing Frequency' field dictates the invoicing schedule. The total subscription term (12 months) is set separately. Salesforce Billing's invoice scheduler then uses this frequency to generate invoices.
Question 3: Implementation & Package Settings
During the CPQ calculation sequence, a Price Rule fails because a standard Salesforce Validation Rule on the Opportunity object fires and stops the save. How can the consultant prevent this?
A) Deactivate the Validation Rule on the Opportunity.
B) Check the 'Bypass Validation Rules' setting in the CPQ Package Configuration.
C) Rebuild the Validation Rule as an Apex Trigger.
D) Mark the Price Rule as 'After' calculation.
✓ Correct Answer: B) Check the 'Bypass Validation Rules' setting in the CPQ Package Configuration.
Explanation: The CPQ managed package includes settings to bypass native platform validation rules during its complex calculation sequence, which is essential for preventing these types of conflicts. This is a common consultant-level configuration task.
Question 4: CPQ (Winter '26 Feature)
A sales rep is using the new Dynamic QLE (LWR) from the Winter '26 release. What new feature, powered by Agentforce, can proactively suggest adding a "Warranty" product when they add a "Laptop"?
A) A Product Selection Rule
B) The AI Cross-Sell Engine
C) A Price Rule
D) A Validation Rule
✓ Correct Answer: B) The AI Cross-Sell Engine
Explanation: While a Product Rule *could* be built for this, the new Winter '26 "AI Cross-Sell Engine" is designed to provide these intelligent, context-aware suggestions automatically, representing the latest functionality.
💡 Exam Tip: The exam *requires* the CPQ Specialist cert. Expect consultant questions to be less about *how* to build a rule and more about *which* rule to use and *why* it's the right solution for a business scenario.
📚 Study Resources & Preparation
🎯 Recommended Study Plan (4-6 Weeks)
Confirm Admin & CPQ certs. Master the CPQ data flow (Quote to Order) and Billing data flow (Order to Invoice).
Hands-on. Build complex MDQ products. Configure Billing, Invoicing, and Revenue Recognition schedules.
Take practice exams. Review advanced scenarios: Amendments, Renewals, and Contract lifecycle.
💡 Exam Day Tips
Know the difference. Price Rules change *numbers* (Price, Qty). Product Rules *act* on products (add, remove, hide, validate).
Master the Quote-to-Cash object model: Quote → Order → Contract → Subscription → Invoice. Know what object controls what.
CPQ has a complex calculation sequence. Understand what fires when (e.g., "On Initialization," "Before Calculate," "After Calculate").