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Salesforce Sales-Admn-202 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 2
  • 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 3
  • 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 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
  • 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.

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Salesforce Certified CPQ Administrator Sample Questions (Q13-Q18):

NEW QUESTION # 13
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: D

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 # 14
Universal Containers (UC) uploads aX product photos to an external content management system (CMS). The MP of sates wants sales reps to leverage these images when configuring Quotes, Product searches, and Quote documents.
What is the most efficient method for the GPQ speciafat to meet the business requirement?

Answer: D

Explanation:
Issue Context:
* Users encounter a warning when searching Campaign records in the Quote Line Editor.
Root Cause:
* For Lookup fields to work correctly in Salesforce CPQ's Quote Line Editor, a Twin Field must exist on the target object (Campaign) with the same API name as the Quote Line lookup field.
Solution Steps:
* Create a custom field on the Campaign Object with the same API name as the lookup field on the Quote Line Object.
* Ensure the field types match (e.g., both are Lookup fields or Text fields).
Validation:
* Test the functionality by searching for Campaign records in the Quote Line Editor. The warning message should no longer appear.
Salesforce CPQ Documentation Reference:
* This is a common configuration for CPQ Lookup fields in the Quote Line Editor.


NEW QUESTION # 15
The Require Approved Quote package-level setting prevents CPQ from generating records for which object?

Answer: C

Explanation:
Requirement Overview:
* The Require Approved Quote setting prevents certain records from being created without an approved Quote.
Solution Details:
* When this setting is enabled, Salesforce CPQ blocks the creation of Order records unless the associated Quote has been approved.
Validation:
* Test by attempting to create an Order from an unapproved Quote and confirming that the system blocks the action.


NEW QUESTION # 16
An Admin wants to generate one Asset record for each Quantity of a new Product. Currently, zero Asset records are generated for this Product when included on Quotes that are Contracted.
Which setting should the Admin change to meet the business requirement?

Answer: C

Explanation:
Requirement Overview:
* Admin needs to generate one Asset record for each unit of the Product upon contracting.
Solution Details:
* The Asset Conversion field determines how Salesforce CPQ creates Asset records from Quote Lines.
* Setting Asset Conversion to One per Unit ensures that for each quantity of the Product, a corresponding Asset is created.
Steps to Configure:
* Navigate to the Product record.
* Locate the Asset Conversion picklist and select One per Unit.
* Save and test the configuration by creating a Quote, contracting it, and verifying the Asset creation.


NEW QUESTION # 17
"UC Admin wants to prevent a Quote Term from being edited by non-admin users.
What should the Admin do to meet this requirement?

Answer: A

Explanation:
Requirement Overview:
* Prevent non-admin users from editing a specific Quote Term.
Key Configuration:
* The Locked checkbox on a Quote Term record ensures that the term is non-editable for all users except admins.
Steps to Implement:
* Navigate to the Quote Term record.
* Check the Locked checkbox.
* Save and test by logging in as a non-admin user to confirm editing is disabled.


NEW QUESTION # 18
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