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Salesforce Sales-Admn-202 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Orders, Contracts, Amendments, and Renewals: This section of the exam measures skills of Salesforce Consultants and covers understanding the data required for generating Orders and Contracts. It also involves creating renewal and amendment quotes, and deciding when to use Orders, Contracts, Subscriptions, and Assets to satisfy customer and business processes.
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
  • Bundle Configurations: This section of the exam measures skills of Salesforce Consultants and covers setting up bundle structures to meet various business requirements. It evaluates the ability to configure Product Rules that ensure bundles work properly according to defined processes.
Topic 4
  • 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 5
  • 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 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 (Q174-Q179):

NEW QUESTION # 174
What is the correct order of data import to load Quote Template in CPQ?

Answer: D

Explanation:
Data Import Order for Quote Templates:
Salesforce CPQ requires Quote Template data to be imported in a structured order to ensure that relationships between objects are correctly established. Quote Template: Base structure for the quote document.
Template Sections: Define sections of the quote.
Line Columns: Specify how data appears in tables within the quote. Template Content: Includes HTML and text for the quote layout.
Quote Terms: Define legal or contractual terms.
Term Conditions: Conditions related to the terms.


NEW QUESTION # 175
The sales manager at Universal containers wants to ensure that bundles:
- Cannot be reconfigured when a Renewal Quote is created.
- Allow sales reps to configure bundles only on new or amendment
quotes.
What should the CPQ specialist co to meet these requirements?

Answer: D

Explanation:
Requirement Overview:
Prevent bundles from being reconfigured in Renewal Quotes while allowing configuration during new or amendment Quotes.
Solution:
Use a Custom Action Condition to control when the Reconfigure Line action is available. Set the condition to exclude Renewal Quotes (SBQQ__Type__c != "Renewal").
Steps to Configure:
Navigate to the Custom Action Condition related to the Reconfigure Line action. Set the condition criteria to ensure the action is only available for non-Renewal Quotes.
Validation:
Test by creating Renewal, New, and Amendment Quotes and verifying the Reconfigure Line action behaves as expected.


NEW QUESTION # 176
The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents. Which solution would allow customers to see separate tables and subtotals organized by Product Family?

Answer: C

Explanation:
Requirement Overview:
Universal Containers wants to show Quote Line items grouped by Product Family with subtotals for each family in Quote Documents.
Solution Details:
Salesforce CPQ allows grouping of Line Items in Quote Templates. Setting SBQQ__ProductFamily__c as the Group field organizes the Quote Lines into separate sections for each Product Family.
Configuration Steps:
Navigate to the Quote Template.
Create a new Line Items Section.
In the Grouping field, set SBQQ__ProductFamily__c.
Save and test the template by generating a Quote Document.
Validation:
Confirm that the generated document displays separate tables for Hardware, Software, and Professional Services, with subtotals for each group.


NEW QUESTION # 177
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: C

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.
References:
This solution is aligned with Salesforce CPQ documentation on managing bundle configurations and providing sales reps with flexible configuration options.


NEW QUESTION # 178
Universal Containers wants to allow customers to return and receive credit for asset Products.
How should the admm meat the requirement?

Answer: A

Explanation:
Requirement:
Allow customers to return asset Products and receive credit.
Solution:
Setting the Asset Amendment Behavior to Allow Refund enables the product to be reduced in quantity on an Amendment Quote.
Reducing the Quantity on the Amendment Quote triggers a refund process in CPQ.


NEW QUESTION # 179
......

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