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Salesforce Sales-Admn-202 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 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
  • 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 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
  • 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.
Topic 6
  • 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 7
  • 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 (Q244-Q249):

NEW QUESTION # 244
Universal Containers (UC) has products that will only be utilized as Product Options inside five different bundle products. When a user adds products to the Quote Line Editor, UC wants: Bundle products to show in the Product Selection page. Products that are Product Options of the bundles to be excluded from the Product Selection page. How should the admin set up the bundle?

Answer: A

Explanation:
Requirement:
Bundle products should show on the Product Selection page, but their Product Options should not.
Solution:
Setting the Component checkbox to TRUE for Product Options ensures they are excluded from the Product Selection page and only appear within their bundles.


NEW QUESTION # 245
Universal Containers has a Standard Warranty product that is priced as a Percent of Total subscription product. It is priced as 25% of the Net Price of all Shipping Container products added to the Quote.
When generating a partial Order via the Create Order button, the Admin notices the Standard Warranty was absent from the Order Product selection page.
What should the Admin do to allow the Standard Warranty product to create an Order Product?

Answer: D

Explanation:
Requirement Overview:
* Ensure the Standard Warranty (a Percent of Total product) generates an Order Product when a partial Order is created.
Solution:
* When generating a partial Order, selecting a Shipping Container product triggers the automatic creation of a Standard Warranty Order Product, as the warranty is based on the container's Net Price.
Steps to Test:
* Add a Shipping Container Quote Line and the Standard Warranty Quote Line to a Quote.
* Create a partial Order, selecting the Shipping Container.
* Verify that the Standard Warranty Order Product is generated.


NEW QUESTION # 246
Universal Conditions wants its users to be able to apply Additional Discounts in the Line Editor at both the Quote and Group level. Which two steps should the Admin take to fulfil this requirement?
Choose 2 answers

Answer: A,D

Explanation:
Requirement Overview:
Admin needs to enable Additional Discounts at both the Quote and Group levels in the Line Editor.
Solution Steps:
For the Quote Object:
Navigate to Setup > Object Manager > Quote.
Locate the Line Editor Field Set.
Add the Additional Disc. (%) field to the field set.
For the Quote Line Group Object:
Navigate to Setup > Object Manager > Quote Line Group.
Locate the Line Editor Field Set.
Add the Additional Disc. (%) field to the field set.
Testing:
Open the Quote Line Editor and confirm the visibility of the Additional Discount fields at both levels.


NEW QUESTION # 247
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: B

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.


NEW QUESTION # 248
A user hat created two Quotes related to an Opportunity. The user has changed the Primary Quote by checking the Primary checkbox on the non-Primary Quote. After performing this action, the amount or the Opportunity fails to update and the Quote Lines fad to sync to the Opportunity.
What is the root cause of this issue?

Answer: B

Explanation:
Root Cause:
* The Primary Quote field must be included in the Calculating Fields field set to trigger synchronization between the Quote and Opportunity.
Steps to Resolve:
* Navigate to Setup > Object Manager > Quote.
* Locate the Calculating Fields field set.
* Add the Primary field to the field set.
Testing:
* Change the Primary Quote for an Opportunity and verify that the Quote Lines and Opportunity values sync properly.
Salesforce CPQ Reference:
* The Calculating Fields field set ensures proper updates between related objects during key actions like recalculations.


NEW QUESTION # 249
......

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