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Salesforce Sales-Admn-202 Exam Syllabus Topics:

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	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 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	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 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.

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Salesforce Certified CPQ Administrator Sample Questions (Q62-Q67):

NEW QUESTION # 62
Universal Containers wants to change its $500 maintenance product to be based on a percentage of subscription products in the Storage product family. The maintenance product has been updated to be priced as Percent Of Total and the percentage has been set. How should the product records be altered to meet this requirement?

A. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.
B. Set the maintenance product Percent Of Total Category to Storage and set Include in Percent of Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage.
C. Set the maintenance product Percent Of Total Category to Storage. On all Storage subscription products, set the Percent Of Total Category to Storage and set Exclude From Percent of Total to False.
D. Set the maintenance product Include in Percent of Total to True. On all Storage subscription products, set the Percent Of Total Category to Storage and set Include in Percent of Total to True.

Answer: A

NEW QUESTION # 63
Universal Containers uses Contracted Pricing to set pricing for specific distributors and those distributors' business units (child accounts). Product A has a product family of Storage and a list price of $300. The parent account has a Contracted Price set to $200 and a filter based on the product family of Storage. Which two ways can the Admin set Product A back to list price on a business unit account?

A. Set Ignore Parent Contracted Prices to true on the parent contracted price.
B. Create a new contracted price record for Product A on the business unit account and set its Ignore Parent Contracted prices to true.
C. Set Ignore Parent Contracted Prices to true on the business unit account record.
D. Create a new contracted price for Product A on the business unit account with a price of $300.

Answer: C,D

Explanation:
Requirement:
* Set Product A's price back to its List Price ($300) for a business unit account while ignoring parent account contracted pricing.
Solution Steps:
* Option B: Create a new contracted price record for Product A at $300 for the business unit account.
* Option D: Mark the Ignore Parent Contracted Prices checkbox as TRUE on the business unit account to override inherited contracted pricing.
Why Other Options Are Incorrect:
* A: This would affect all contracted prices under the parent account, which is not the desired behavior.
* C: Creating a new contracted price with Ignore Parent Contracted Prices set to TRUE is redundant; the account-level setting (D) achieves this.
Salesforce CPQ Reference:
* Contracted Pricing functionality, including parent-child account handling, is outlined in CPQ Pricing Guidelines .

NEW QUESTION # 64
An Evergreen subscription product is added to a quote. What best describes its renewal behavior compared to a Termed subscription?

A. It has no defined end date and renews indefinitely until manually cancelled or amended.
B. It automatically converts to a One-Time product after the first term.
C. It cannot be included in an Amendment Quote.
D. It requires Advanced Approvals before every renewal.

Answer: A

Explanation:
Requirement: understand Evergreen subscription behavior. Solution: an Evergreen subscription type does not have a fixed end date; it continues indefinitely until the customer cancels or the subscription is otherwise amended, unlike a Termed subscription which ends at a defined date and generates a Renewal Opportunity/Quote.

NEW QUESTION # 65
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?

A. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is not equal to "Renewal".
B. Ensure SBQQ__ReconfigurationDisabled__c is set to TRUE on the Bundle product.
C. Ensure SBQQ__ReconfigurationDisabled__c is set to "Disabled" on the Bundle product.
D. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is equal to "Renewal".

Answer: A

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 # 66
Universal Containers needs sales reps to look up Campaign records to associate with specific Quote Lines in the Quote Une Editor. The admin created a lookup field on the Quote Line object that relates to the Campaign object, then added the lookup field Into the Line Editor Field Set on the Quote Line object. What does the admin need to do so the sales reps can search Campaign records In the Quote Line Editor without seeing a warning message?

A. Create and populate a Field Set on the Campaign object named CPQ_Lookup.
B. Add the lookup field to the Quote Line page layout.
C. Add the name of the lookup field into the Line Editor Field Set on the Quote object.
D. Create a twin field on the Campaign object using the same API name as the lookup field.

Answer: A

Explanation:
Understanding the Requirement:
Universal Containers wants sales reps to associate Campaign records with Quote Lines using a lookup field in the Quote Line Editor.
The requirement includes avoiding warning messages when searching for Campaign records.
Salesforce CPQ Lookup Field Behavior:
When a lookup field is added to the Quote Line Editor, Salesforce CPQ searches for records in the target object (e.g., Campaign).
To avoid warnings, the target object (Campaign) must have a specific field set named CPQ_Lookup, which defines the fields displayed in the search results.
Steps to Implement the Solution:
Step 1: Navigate to the Campaign object in Salesforce Setup. Step 2: Go to the "Field Sets" related list and click "New." Step 3: Name the field set CPQ_Lookup (case-sensitive). Step 4: Add the fields you want to display in the lookup search results (e.g., Campaign Name, Start Date, Owner).
Step 5: Save the field set.
Integration with the Quote Line Editor:
The system will now use the fields defined in the CPQ_Lookup field set when sales reps perform a search for Campaign records.
This ensures the lookup field operates without errors or warnings in the Quote Line Editor.
Key Considerations:
Ensure that all required fields for identifying Campaign records are included in the CPQ_Lookup field set.
Test the lookup functionality in the Quote Line Editor to confirm smooth operation.
Validation:
Add a Campaign lookup field to a Quote Line in the Quote Line Editor and test the search functionality. Verify that the fields defined in the CPQ_Lookup field set appear in the search results without warnings.

NEW QUESTION # 67
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