What should the consultant recommend meeting the requirement?

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

View Answer

Answer: A

Explanation:

Revenue Schedules allow you to recognize revenue from a product over a period of time, rather than at the time of sale. You can create revenue schedules for products that are paid in instalments, and specify the amount and date of each instalment. This can help the finance department forecast the revenue more accurately and easily.

Verified Reference: https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 15) https://help.salesforce.com/s/articleView?id=sf.forecasts3_revenue_schedule.htm&type=5