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Salesforce Sales-Admn-202 Exam Overview:
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| Topic | Details |
|---|
| 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 | - 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 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 | - 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 5 | - 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.
|
Salesforce Certified CPQ Administrator Sample Questions (Q67-Q72):
NEW QUESTION # 67
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)
- A. Set Order Product Date to Today when the record is created using Process Builder.
- B. Set Quote Contracting Method to By Subscription End Date.
- C. Set Contracting Method on the Order to Single Contract.
- D. Set package Default Order Start Date to Today.
Answer: A,C
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 # 68
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?
- A. Change Default Order Start Date in CPQ Package settings to Quote Start Date.
- B. Separate Quotes must be created for each unique Start Date.
- C. Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.
- D. Set both the Order by Quote Line Group and Ordered checkboxes to True.
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.
References:
This approach is aligned with Salesforce CPQ's guidelines for managing multi-start date Orders and can be verified under "Guidelines for Splitting Orders" in the official Salesforce CPQ documentation.
NEW QUESTION # 69
What are two ways Salesforce CPQ Advanced Approvals support obtaining apprgvat from a group in a single Approval Steps?
Choose 2 answers
- A. Smart Approvals can exclude group members below the approval threshold.
- B. Any group member may approve.
- C. Approval must be obtained from one group member at a time.
- D. All group members most approve.
Answer: B,D
Explanation:
Approval Scenarios in Advanced Approvals:Salesforce CPQ Advanced Approvals allows flexible approval processes, including the ability to handle group approvals within a single step.
Key Features:
* Any group member may approve: If this option is configured, approval from one group member is sufficient to move the approval step forward.
* All group members must approve: When this option is selected, every group member must approve the request before the step can proceed.
Configuration Steps:
* Navigate to the Approval Rule and ensure that the Approval Chain or Approval Step is configured to support group-based logic.
* Specify the behavior for the group in the Approval Step Settings.
Use Cases:
* Use "Any group member may approve" for time-sensitive scenarios.
* Use "All group members must approve" for critical approvals that require consensus.
NEW QUESTION # 70
Universal Containers offers a maintenance subscription, Product B, that is based on the price of a separate platform license subscription, Product A. The current configuration is:

Both Products are being quoted for a Term of 24 months. The List Unit Price for Product A is
$200. The Net Total of Product A is $2,400. What is the expected Net Total for Product B?
- A. $120, 00
- B. $480, 00
- C. $240, 00
Answer: C
Explanation:
Subscription Product Configuration:
Product B uses the Percent of Total pricing model based on Product A's Net Price. Product B's Percent of Total Base is set to "Net," and its Percent of Total Target is set to Product A. Product B's Percent of Total (%) is configured as 10%.
Calculation:
Product A Net Total = $2,400
Product B Net Total = 10% of Product A Net Total = 2,400x0.1=2402,400 \times 0.1 =
2402,400x0.1=240.
NEW QUESTION # 71
Universal Containers wants to introduce a new Support SKU to be sold in increments of 1 month. The product is non-renewable but the support agreement can be canceled before the agreed End Date.
What should the admin configure in the product to meet this requirement?
- A. When creating the Product record, the SBQQ__SubscriptionType__c field and theSBQQ__AssetConversion__c field are set to Null. Use the SBQQ__Quantity__c field on the QuoteLine record to define the number of months of Support requested by the customer.
- B. When creating the Product record, the SBQQ__SubscriptionType__c field is set to Renewable. Usethe SBQQ__5ubscriptionTerm__c field on the Quote record to define the number of months ofSupport requested by the customer.
- C. When creating the Product record, the SBQQ__SubscriptionPricing__c field is set to None. Use theSBQQ__Quantity__c field on the Quote Line record to define the number of months of Supportrequested by the customer.
- D. A When creating the Product record, the SBQQ__SubscriptionType__c field is set to One-Time. Use theSBQQ__SubscriptionTerm__c field on the Quote record to define the number of months of Supportrequested by the customer.
Answer: D
Explanation:
Requirement:
* Sell a non-renewable support SKU in 1-month increments, with the ability to cancel before the agreed end date.
Solution:
* SubscriptionType = One-Time: Ensures the product is treated as a one-time charge, not renewable.
* SubscriptionTerm = Number of Months: Allows the quote to define the length of the support agreement.
Why Other Options Are Incorrect:
* A and C: These configurations do not align with the requirement to sell support in defined monthly increments.
* D: Marking the product as Renewable contradicts the requirement that the product is non-renewable.
Salesforce CPQ Reference:
* SubscriptionType and SubscriptionTerm fields are detailed in the Subscription Products configuration guide .
NEW QUESTION # 72
......
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