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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: CPQ Platform Overview | 5% | - Navigate CPQ user interface - Understand the CPQ platform architecture - Identify key CPQ terminology and concepts |
| Topic 2: CPQ Integration and APIs | 5% | - Integrate with Salesforce Sales Cloud - Work with third-party integrations - Understand CPQ API capabilities |
| Topic 3: Quote to Cash Process | 15% | - Understand order and contract integration - Manage approval workflows - Configure quote templates and outputs |
| Topic 4: CPQ Data Management | 10% | - Understand data model and relationships - Manage product data migration - Import and export CPQ data |
| Topic 5: CPQ Best Practices and Troubleshooting | 5% | - Troubleshoot common CPQ issues - Monitor and maintain CPQ performance - Apply CPQ implementation best practices |
| Topic 6: Advanced CPQ Configuration | 10% | - Configure advanced product rules - Implement calculator configuration - Set up custom actions and scripts |
| Topic 7: Product Management | 10% | - Set up product hierarchy and scheduling - Configure products and product bundles - Manage product features and options |
| Topic 8: CPQ Administration | 15% | - Configure record types and page layouts - Set up guided selling and recommendation rules - Manage user access and permissions |
| Topic 9: Price Rules and Block Pricing | 15% | - Implement lookup queries and price actions - Configure block pricing and tiered pricing - Create and manage price rules |
| Topic 10: Renewal and Amendment Management | 10% | - Process renewals and amendments - Manage subscription changes - Configure auto-renewal rules |
>> Sales-Admn-202 Demo Test <<
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NEW QUESTION # 226
Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product A.
Which field should be set for the Product Option A?
Answer: C
Explanation:
* Understanding the Requirement:
* Universal Containers needs Product Option A to be automatically included with Product B during the configuration.
* Sales reps should not be able to remove Product Option A.
* Salesforce CPQ Mechanism:
* The Required field on a Product Option ensures that it is mandatory within a bundle and cannot be deselected by the user during configuration.
* Field Behavior:
* When the Required checkbox is selected for a Product Option:
* The option is always included in the bundle configuration.
* Users cannot remove or modify it unless additional automation (like a product rule) overrides this setting.
* Configuration Steps:
* Navigate to the Product Option A record associated with Product B in Salesforce CPQ.
* Select the Required checkbox and save the changes.
* Ensure that no conflicting product or price rules exist that could affect this behavior.
* Field Alternatives and Clarifications:
* Bundled: Sets the option as a part of the bundle, but this primarily affects pricing (sets price to zero) and doesn't enforce inclusion.
* Quantity Editable: Allows control over whether users can adjust the quantity but does not prevent removal.
* Selected: Preselects the option during configuration but still allows users to deselect it.
* Verification and Testing:
* Create a test configuration with Product B as the parent and verify that Product A is always included in the bundle.
* Attempt to remove Product A to confirm that it is not possible.
References:
Verified from Salesforce CPQ official guidelines on "Required" field functionality for Product Options.
NEW QUESTION # 227
A sales rep at Universal Containers is adjusting pricing for asubscription Product on a new business Quote. The Subscription Term Is 24 months. The Product's Default Subscription Term Is 12 months, The Quantity is 10, The List Unit Price is $120. If a 10% Volume Discount, 20% Additional Discount, and 5% Partner Discount are applied, what are the values at each step In the standard price waterfall?
Answer: B
Explanation:
Requirement Overview:
Calculate the pricing steps for a subscription product with a 24-month term.
Calculation Details:
Regular Unit Price:
Default Subscription Term = 12 months.
Adjusted for 24 months: $120 x 24 / 12 = $216.00.
Customer Unit Price:
Apply 10% Volume Discount: $216.00 x (1 - 0.10) = $194.40. Apply 20%
Additional Discount: $194.40 x (1 - 0.20) = $172.80.
Net Unit Price:
Apply 5% Partner Discount: $172.80 x (1 - 0.05) = $164.16.
Validation:
Verify each step in the Salesforce CPQ price waterfall to ensure accuracy.
NEW QUESTION # 228
Which two objects could a Discount Schedule be applied to and take precedence over the Discount Schedule identified in a Product Feature?
Choose 2 answers
Answer: C,D
Explanation:
Hierarchy of Discount Schedule Application:Salesforce CPQ applies Discount Schedules based on object precedence.
* Contracted Price: Overrides Discount Schedules at the Product or Feature level when specific pricing agreements are in place for an Account.
* Product Option: A Discount Schedule on a Product Option takes precedence over one defined at the Product Feature level.
Key Configurations:
* Contracted Price: Navigate to the Contracted Price record and add the Discount Schedule.
* Product Option: Assign the Discount Schedule on the Product Option record.
Validation:
* Test configurations to confirm the Discount Schedule is applied at the appropriate level and overrides the Feature-level Discount Schedule.
NEW QUESTION # 229
Universal Containers wants to quote a product that will persist until the customer cancels the subscription.
How should the admin set up this product so all downstream processes create perpetual subscriptions?
Answer: C
Explanation:
Requirement Overview:
* Universal Containers wants to create a subscription product that will persist indefinitely unless canceled by the customer.
Key Configuration:
* The Evergreen value in the Subscription Type field defines a perpetual subscription in Salesforce CPQ.
* Using a Price Rule ensures this field is dynamically set on each Quote Line for the product, automating downstream processes such as contract generation and order management.
Steps to Implement:
* Create a Price Rule targeting the Quote Line object.
* Set the Subscription Type field to Evergreen for the relevant Quote Lines.
* Activate and test the Price Rule to confirm the behavior.
NEW QUESTION # 230
A sales rep at Universal Containers is trying to determine why a new Contract was unable to be created from a recently contracted Order. The sales rep has confirmed that the Order is for a new customer. This is the sales reps first attempt to contract the Order. What are three troubleshooting steps an admin should take to identify the issue7 Choose 3 answers
Answer: A,B,E
Explanation:
Issue Context:
A Contract could not be created from an Order for a new customer.
Troubleshooting Steps:
A). Confirm Order Product Activation:
Contracts can only be generated for activated Order Products.
C). Check Apex Jobs:
Errors in the contracting process are logged in Apex Jobs. Review these logs for potential issues.
E). Ensure Subscription-Based Order Product:
Contracts require at least one subscription-based Product on the Order.
Validation:
Verify that all conditions are met and retest the Contract creation process.
NEW QUESTION # 231
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