As an Implementation consultant what is the appropriate course of action that should take in this predicament?

You are implementing the Design Document for a large Enterprise Revenue Cloud project having multiple lookup price rules supporting a complex pricing requirement in the Build phase. During construction the customer discovers additional logic and external datastores that need to be incorporated in order to achieve the correct pricing in a particular set of use cases. You estimate the lookup price rules will need to be modified, additional rules will need to be created and API development will be needed.

As an Implementation consultant what is the appropriate course of action that should take in this predicament?
A . Communication to the customer ongoing adjustment can be made as long as we’re in the build phase.
B . Implement the lookup price rules immediately then review with the solution Architect.
C . Communicate these changes to the project manager who will evaluate the impact to scope, timeline and budget them determine the next course of action
D . Consult with the solution Architect first who will expedite the updates to the design documents, then implement the changes immediately.
E . Gather more details, if it requires a low level of effort then implement immediately before starting the next sprint, Otherwise Complete on the subsequent sprint.

View Answer

Answer: C

Explanation:

According to the Salesforce Revenue Cloud Implementation Guide, any changes to the design document during the build phase should be communicated to the project manager, who will assess the impact of the changes on the project scope, timeline, and budget. The project manager will then decide whether to accept, reject, or defer the changes, and update the project plan accordingly. This is the best practice to ensure that the project is delivered on time, on budget, and with the expected quality and functionality.

Implementing the lookup price rules immediately without consulting the project manager or the solution architect could result in errors, inconsistencies, or conflicts with the existing design or other components of the solution. It could also cause delays or rework if the changes are not aligned with the customer’s expectations or requirements. Therefore, option B and option E are not appropriate. Consulting with the solution architect first could help to expedite the updates to the design document, but it would still require the approval of the project manager and the customer before implementing the changes. Therefore, option D is not sufficient.

Communication to the customer that ongoing adjustments can be made as long as we are in the build phase could create confusion or unrealistic expectations about the project scope and timeline.

It could also undermine the credibility and authority of the project manager and the solution architect, who are responsible for managing the project and ensuring the quality of the solution.

Therefore, option A is not advisable.

Reference: 1: Salesforce Revenue Cloud Implementation Guide, page 17

2: Lookup Price Rule query considerations with Salesforce CPQ 3