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| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Salesforce Certified CPQ Administrator Exam |
| Exam Number: | Sales-Admn-202 |
| Exam Duration: | 105 minutes |
| Passing Score: | 65% |
| Real Exam Qty: | 60-65 |
| Certificate Validity Period: | 2 years |
| Exam Price: | 200 USD |
| Available Languages: | Japanese, English |
| Exam Format: | Multiple-choice, Scenario-based, Multiple-select |
| Related Certifications: | Salesforce Certified Administrator Salesforce Certified Sales Cloud Consultant |
| Recommended Training: | Prepare for Your Salesforce CPQ Administrator Certification |
| Exam Registration: | Salesforce Trailhead Pearson VUE |
| Sample Questions: | Salesforce Sales-Admn-202 Sample Questions |
| Exam Way: | Online proctored or onsite at Pearson VUE test centers |
| Pre Condition: | No mandatory prerequisites; Salesforce Certified Administrator certification or equivalent experience recommended; 6–12 months hands-on CPQ experience suggested |
| Official Syllabus URL: | https://trailhead.salesforce.com/credentials/cpq-administrator |
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NEW QUESTION # 122
Universal Containers has a new eco-friendly business line, and wants to create a subset of products that include those tagged as eco-friendly, and those that are bundles. When quoting on Opportunities that are flagged as eco-friendly, the sales reps should see only those products when they click Add Products.
However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, even if the Opportunity is flagged as eco-friendly.
Which strategy should UC apply?
Answer: D
Explanation:
To manage a subset of eco-friendly products for opportunities flagged as eco-friendly while allowing flexibility to include all bundles, follow these steps:
Step 1: Create a Filter Product Rule
Filter Product Rules help define dynamic filtering of products displayed during the quoting process.
* Navigate to Product Rules
* Go to Salesforce Setup # Product Rules and click New.
* Set the Type to Filter and define a clear Name such as "Eco-Friendly Product Filter."
* Configure the Filter Logic
* Define the conditions to identify eco-friendly and bundle products.
* Use the Conditions related list to target the relevant product fields (e.g., a custom checkbox for eco-friendly products and a type field for bundles).
* Example condition:
* Field = Eco-Friendly Checkbox
* Operator = Equals
* Value = True
Step 2: Set up the Product Action
Product Actions define what the rule does when triggered.
* Add a Product Action
* In the Product Rule, go to the Product Actions related list and click New.
* Set the Type to Optional Filter. This allows the system to apply the filter by default but enables users to remove the filter and see all bundles.
* Link to Add Products Button
* Make sure this action links to the Add Products custom action.
Step 3: Ensure Opportunity Integration
The Opportunity flagged as eco-friendly must drive this behavior.
* Custom Field Dependency
* Ensure the Opportunity has a field (e.g., Eco-Friendly Checkbox) that can be referenced in the Filter Product Rule or through a related custom formula on the Quote.
* Dynamic Behavior
* When the Opportunity is flagged, the filter is applied dynamically, displaying only eco-friendly and bundle products in the Add Products dialog.
Step 4: Test and Validate
* Test the behavior by flagging different Opportunities as eco-friendly and verifying the Add Products functionality:
* Eco-Friendly flag # Default to eco-friendly products and bundles.
* No flag # All products, including non-eco-friendly bundles, are shown.
Additional Considerations:
* Search Filter IntegrationThe Search Filter can complement this approach by providing additional options for users to refine their selections further.
* User TrainingTrain sales reps on how to toggle the filter manually if needed.
This setup allows Universal Containers to meet its business objectives while maintaining flexibility for its sales team.
NEW QUESTION # 123
Universal Containers wants a specific manager to approve any quote with a total discount greater than 20%, but only for the Enterprise product line. How should this be configured using Advanced Approvals?
Answer: B
Explanation:
Requirement: route specific quotes to a specific approver based on conditional criteria. Solution:
an Approval Rule with Conditions matching the discount threshold and product line, linked into an Approval Chain that includes the designated manager's Approver record, ensures only qualifying quotes are routed to that approver.
NEW QUESTION # 124
Universal Containers wants to show a Monthly Price column on the Quote Document if the Quote has Payment Terms of Net 30.
In addition to creating the Monthly Price Line Column, which two Configurations are needed to satisfy this requirement?
Choose 2 answers
Answer: B,D
Explanation:
Universal Containers requires a dynamic approach to display the Monthly Price column on the Quote Document only when the Payment Terms field is set to "Net 30". Here's how to achieve this:
Step 1: Create a Monthly Price Line Column
* Navigate to Quote Templates in Salesforce CPQ.
* Select the relevant Quote Template.
* In the Line Columns related list:
* Create a new Line Column for "Monthly Price."
* Configure the desired settings for how the Monthly Price should display in the PDF.
Step 2: Create a Custom Formula Field
* Navigate to Setup > Object Manager > Quote.
* Create a custom formula field (e.g., Show_Monthly_Price) on the Quote object:
* Type: Formula (Checkbox).
* Formula Logic: IF(Payment_Terms__c = "Net 30", TRUE, FALSE).
* Replace Payment_Terms__c with the API name of the Payment Terms field.
This formula ensures the field returns TRUE only when Payment Terms equals "Net 30." Step 3: Configure Conditional Print Field on the Line Column
* Return to the Quote Template and edit the Monthly Price Line Column.
* Set the Conditional Print Field to Show_Monthly_Price.
* This links the visibility of the Monthly Price column to the custom formula field you created.
Step 4: Validate in Quote Document
* Generate a Quote Document for a Quote where Payment Terms are set to "Net 30."
* The Monthly Price column should appear in the PDF.
* Change the Payment Terms to a value other than "Net 30" and regenerate the document.
* The Monthly Price column should not appear.
Step 5: Optional Enhancements
* Discard Width When Hidden:In the Monthly Price Line Column, enable this setting to avoid column width adjustments when the column is hidden.
* Test Across Use Cases:Validate across different Payment Terms to ensure robust behavior.
By using a combination of the Conditional Print Field and a custom formula field, Universal Containers can dynamically control the visibility of the Monthly Price column.
NEW QUESTION # 125
Universal Containers (UC) has a Product family called Software. When a Configuration Attribute in the bundle is set to Perpetual, UC wants to Hide all Products with the Product Family called Software. The Admin has created a Product Rule with a Configuration Rule. Which additional supporting records should the Admin configure so the Product Rule meets this requirement?
Answer: C
Explanation:
Requirement:
Hide products with the Product Family "Software" when a Configuration Attribute is set to
"Perpetual."
Solution:
Use an Error Condition to evaluate the Product Family value on the Product Option record.
Configure a Product Action to Show all products except those with the Product Family "Software." Mechanism:
The Error Condition evaluates the Configuration Attribute's value against the Product Option. The Product Action ensures visibility is dynamically controlled based on the evaluated condition.
NEW QUESTION # 126
UC sells a bundle with multiple options. An Admin wants to allow the user the ability to choose options and define quantity during bundle configuration. Which three values for Configuration Type will meet this requirement?
Answer: A,B,D
Explanation:
Requirement:
Allow users to choose options and define quantities during bundle configuration.
Configuration Types:
None (A): Users can freely choose options and set quantities. Allowed (C): Users can choose options and optionally set quantities. Required (E): Users must configure the options and define quantities.
NEW QUESTION # 127
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