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Salesforce Sales-Admn-202 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Approvals: This section of the exam measures skills of Salesforce Consultants and covers selecting and setting up native or Advanced Approvals. It ensures that approval processes meet business needs and align with quoting workflows.
Topic 2
  • Quote Templates: This section of the exam measures skills of Salesforce Consultants and covers setting up Quote Templates that align with business requirements. It involves configuring layouts and components to generate professional quotes.
Topic 3
  • Products: This section of the exam measures skills of Salesforce Administrators and covers setting up Products, Price Books, and Price Book Entries. It evaluates understanding of how the product catalog impacts CPQ data flow and the overall quoting process.
Topic 4
  • Product Selection: This section of the exam measures skills of Salesforce Administrators and covers enabling product selection through tools like Search Filters, field sets, and Custom Actions. It ensures that users can easily find and configure products to match business needs.
Topic 5
  • CPQ Platform: This section of the exam measures skills of Salesforce Administrators and covers designing, configuring, and troubleshooting Price Rules using lookup objects and formulas. It involves applying knowledge of the quote calculation sequence, permissions, record types, field sets, and page layouts. It also tests understanding of CPQ data flow across objects, localization and multi-currency setup, package-level settings, and how the CPQ managed package integrates within a Salesforce org.
Topic 6
  • Pricing: This section of the exam measures skills of Salesforce Administrators and covers choosing and applying the right pricing strategies such as Discount Schedules, Block Prices, Contracted Prices, subscription models, and percent-of-total. It also includes determining the expected outcomes of different pricing methods.

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Salesforce Certified CPQ Administrator Sample Questions (Q248-Q253):

NEW QUESTION # 248
At Universal Containers, the Fulfillment team requires that Order Item dates reflect when orders are created, rather than Quote Line start dates, because there can be gaps between anticipated versus actual start dates. At the same time, the Account Management team wants to ensure that all items from one order appear on one contract. What are two ways the CPQ specialist can meet these requirements? (Choose 2 answers)

Answer: C,D

Explanation:
For the Fulfillment team's requirement, Order Item dates need to reflect the order creation date rather than Quote Line start dates. Option C achieves this by using Process Builder to set the Order Product Date to
"Today" upon record creation, overriding any inherited Quote Line dates. For the Account Management team' s requirement, all items from one order must appear on a single contract. Option A accomplishes this by setting the Contracting Method on the Order to "Single Contract," ensuring all order products are grouped under one contract regardless of subscription terms. Option B (Default Order Start Date) is a package-level setting that doesn't directly apply to individual order items. Option D (Quote Contracting Method) affects quote-to-contract mapping but doesn't ensure order-based consolidation. Salesforce CPQ documentation supports these configurations for date and contract control.
References: Salesforce CPQ Documentation - "Order Management" and "Contracting Methods".


NEW QUESTION # 249
Universal Containers sells a bundle with several pre-selected Product Options. Most of the time, sales reps leave the bundle configuration as- is, but want the ability to change the configuration if desired. What should the Admin do to meet this requirement?

Answer: A

Explanation:
Understanding the Requirement:
Universal Containers wants a bundle with pre-selected Product Options. Sales reps should mostly leave the default configuration as-is but need the flexibility to make changes when required.
Salesforce CPQ Feature Overview:
Configuration Type:
Determines whether sales reps can modify the configuration of a bundle product. Setting it to Allowed permits the flexibility to configure without mandating it.
Configuration Event:
Defines when the bundle configurator is accessible.
Setting it to Edit prevents the configurator from opening automatically but allows sales reps to access it by clicking the "Reconfigure" link.
Configuration Steps:
Navigate to the Bundle Product record in Salesforce CPQ. Set the Configuration Type field to Allowed. This ensures the configurator is optional and not enforced.
Set the Configuration Event field to Edit. This enables the configurator to be accessible only upon user action.
Key Behaviors:
With these settings, sales reps can use the default configuration but still make changes if needed by accessing the configurator manually.
The "Reconfigure" link in the quote line becomes available for editing.
Testing and Validation:
Add the bundle to a Quote.
Verify that the configurator does not open automatically. Check that the "Reconfigure" link is accessible on the Quote Line for editing options.


NEW QUESTION # 250
How can an Admin prevent users from reconfiguring a specific bundle after initial configuration?

Answer: B

Explanation:
Requirement:
Prevent users from reconfiguring a bundle after its initial configuration.
Solution:
Set Configuration Type to Allowed to permit configuration during initial setup. Set Configuration Event to Add to allow configuration only when the product is added, blocking reconfiguration later.


NEW QUESTION # 251
Universal Containers (UC) has products that will only be utilized as Product Options inside five different bundle products. When a user adds products to the Quote Line Editor, UC wants:
* Bundle products to show in the Product Selection page.
* Products that are Product Options of the bundles to be excluded from the Product Selection page.
How should the admin set up the bundle?

Answer: D

Explanation:
Requirement:
* Bundle products should show on the Product Selection page, but their Product Options should not.
Solution:
* Setting the Component checkbox to TRUE for Product Options ensures they are excluded from the Product Selection page and only appear within their bundles.
Why Other Options Are Incorrect:
* B: The Hidden field does not dynamically manage visibility for Product Options.
* C & D: Marking products inactive makes them completely unavailable, which is not the requirement.
Salesforce CPQ Reference:
* The Component checkbox's functionality is explained in Product Configuration .


NEW QUESTION # 252
Universal Containers must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based in the Start Dates.
How can a CPQ Specialist meet this business requirement?

Answer: C

Explanation:
Business Requirement Context:
Universal Containers needs the ability to split Orders by the Start Dates of the Quote Lines. Each Order generated will correspond to a unique Start Date.
Key Salesforce CPQ Features:
Order By Field: This field on the Quote allows CPQ specialists to specify the criteria for splitting orders. By selecting the SBQQ__StartDate__c field, orders will be created based on the Start Dates of Quote Lines.
Ordered Checkbox: Setting this to True ensures that the Quote Lines are converted into Orders during the ordering process.
Step-by-Step Configuration:
Navigate to the Quote in Salesforce CPQ.
Locate the Order By picklist field and set its value to SBQQ__StartDate__c. This ensures Quote Lines are grouped by their Start Dates for Order generation. Check the Ordered checkbox on the Quote to mark it ready for Order generation.
Expected Outcome:
When the Orders are generated, CPQ will create separate Order records for each unique Start Date present in the Quote Lines.
Validation and Testing:
Create a Quote with multiple Quote Lines having different Start Dates. Process the Quote through the Ordering process to verify separate Orders are created for each Start Date.


NEW QUESTION # 253
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