Free Preparation Discussions
MENU
Salesforce Exam B2B Solution Architect Topic 7 Question 44 Discussion
Topic #: 7
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?
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.
Anastacia
2 months agoLezlie
2 months agoMabel
20 days agoJettie
22 days agoLai
29 days agoKaran
2 months agoEllsworth
2 months agoFlorencia
2 months agoLyndia
3 months agoMirta
2 months agoFatima
2 months agoMatt
2 months agoLettie
3 months agoAnnamae
1 months agoBuffy
1 months agoRolland
2 months agoRolande
2 months agoWinfred
3 months ago