What are three fundamental principles when scoping a Revenue Cloud Project?

The three core principles of scoping a Revenue Cloud (CPQ + Billing) project are:

✔ A — Alignment with customer on CPQ & Billing terminologyCPQ/Billing have specific terms (bundles, subscriptions, MRR, usage, amendments).

Shared vocabulary is essential for project success.

✔ C — Lead with business requirements and processSalesforce methodology stresses understanding:

Selling motions

Billing processes

Amendment/renewal lifecycle… before discussing configuration or technology.

✔ D — Think transformation before customizationRevenue Cloud succeeds when customers improve processes rather than recreating legacy systems.

Why the incorrect options fail:Option

Why Incorrect

B. Add new technology to existing process

Bad practice. Revenue Cloud encourages redesigning outdated processes, not replicating them.

E. Interview customer first before knowledge sharing

Opposite of best practice. Discovery is collaborative; knowledge sharing happens early.