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Salesforce Sales-Admn-202 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 2
  • 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 3
  • 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 4
  • 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 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.
Topic 6
  • 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 (Q36-Q41):

NEW QUESTION # 36
What are two considerations the CPQ specialist should take into account when authorizing the Salesfonce CPQ calculation service for a user who is currently logged in?
Choose 2 answers

Answer: B,D

Explanation:
Considerations for Authorizing Calculation Service:
* The Calculation Service must be authorized by a user who has sufficient privileges and stable permissions.
Solution Steps:
* Option B: Use a non-human admin user (e.g., an integration user) to authorize the Calculation Service.
This ensures consistent access and avoids disruptions due to personnel changes.
* Option C: Place the user at the top of the Role Hierarchy to ensure full visibility and access across relevant objects.
Salesforce CPQ Reference:
* Proper user configuration for the Calculation Service is outlined in the CPQ Authorization Guidelines .


NEW QUESTION # 37
An admin wants only products relevant to the customer's industry to appear when a rep searches the product catalog on a quote. What should the admin configure?

Answer: D

Explanation:
Requirement: dynamically narrow the product catalog shown to reps based on account context.
Solution: a Search Filter defined against the Product Search can reference a field on the Quote or Account (like Industry) to automatically restrict which products are returned in search results.


NEW QUESTION # 38
Northern Trail Outfitters has two different user profiles that need to see different Quote Line fields in the Quote Line Editor. How should the admin configure CPQ so users automatically see the desired fields in the Quote Line Editor?

Answer: A

Explanation:
Requirement:
Different profiles need to see distinct sets of fields in the Quote Line Editor.
Solution:
Create two field sets on the Quote Line object, one for each profile. Use a text formula field named EditLinesFieldSetName on the Quote object to dynamically return the appropriate field set name based on the user's profile.


NEW QUESTION # 39
The admin at Universal Conteiners has received several reports that unwanted price changes have occurred on Quotes that have already been approved.
Which two configuration changes should the admin make to prevent this issuc from happening?
Choose 2 answers

Answer: A,D

Explanation:
Requirement Overview:
* Prevent users from making price changes to Quotes or Quote Lines that have already been approved.
Solutions:
* C. Validation Rule:
* Create a Validation Rule to block any material changes to approved Quotes or Quote Lines.
* D. Product Rule:
* Use a Validation Product Rule to prevent edits to pricing fields once a Quote has been approved.
Steps to Configure:
* Validation Rule:
* Navigate to Setup > Validation Rules for the Quote and Quote Line objects.
* Create rules to restrict edits when the status is set to Approved.
* Product Rule:
* Create a Validation Product Rule targeting Quote or Quote Line fields.
Validation:
* Test by attempting to edit an approved Quote and verifying the system prevents changes.


NEW QUESTION # 40
Universal Containers implemented CPQ Contract Amendment functionality via the Amend button on the Opportunity. Since an Account can have many different Contracts, the Admin implemented a Contract Name field to allow the user to enter identifying information on each Contract record.
How can the Admin ensure that the user is presented with the custom Contract Name field when the user initiates an Amendment?

Answer: D

Explanation:
Requirement Overview:
* Ensure that the Contract Name field is visible to users when initiating an Amendment.
Key Configuration:
* The Active Contract Lookup Field Set on the Contract object determines which fields appear when selecting a Contract for an Amendment.
Steps to Configure:
* Navigate to the Field Set named Active Contract Lookup on the Contract Object.
* Add the custom Contract Name field to the Field Set.
Validation:
* Test the Amendment process to confirm that the Contract Name field is visible.


NEW QUESTION # 41
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