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Salesforce Sales-Admn-202 Prüfungsplan:

Thema	Einzelheiten
Thema 1	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.
Thema 2	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.
Thema 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.
Thema 4	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.
Thema 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.
Thema 6	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.
Thema 7	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.

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Sales-Admn-202 Zertifizierungsfragen - Sales-Admn-202 Prüfungsmaterialien

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Salesforce Certified CPQ Administrator Sales-Admn-202 Prüfungsfragen mit Lösungen (Q219-Q224):

219. Frage
The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products:
Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.
Which solution would allow customers to see separate tables and subtotals organized by Product Family?

A. Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Top.
B. Create a Line Items section and set SBQQ__ProductFamily_c as the Roll-Up field.
C. Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.
D. Create an HTML Template Content record with three tables to represent each Product Family.

Antwort: C

Begründung:
Requirement Overview:
* Universal Containers wants to show Quote Line items grouped by Product Family with subtotals for each family in Quote Documents.
Solution Details:
* Salesforce CPQ allows grouping of Line Items in Quote Templates.
* Setting SBQQ__ProductFamily__c as the Group field organizes the Quote Lines into separate sections for each Product Family.
Configuration Steps:
* Navigate to the Quote Template.
* Create a new Line Items Section.
* In the Grouping field, set SBQQ__ProductFamily__c.
* Save and test the template by generating a Quote Document.
Validation:
* Confirm that the generated document displays separate tables for Hardware, Software, and Professional Services, with subtotals for each group.

220. Frage
When creating Orders from Quotes with Salesforce CPQ, the Admin wants to separate similar Products into Orders based on the Product Family of the Products being ordered.
Which two steps must the Admin perform to automatically split these types of Orders? Choose 2 answers

A. Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.
B. Set the Order By field on the Quote Line to Product Family.
C. Set the Order By field on the Quote to Product Family.
D. Enable Allow Multiple Orders from a checkbox on the Quote.

Antwort: A,C

Begründung:
Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ References To split orders based on product family when creating orders from quotes in Salesforce CPQ, the following steps must be followed:
* Enable the Allow Multiple Orders Setting
* Navigate to Setup > Installed Packages and locate Salesforce CPQ.
* Click Configure, then go to the Orders tab in the CPQ package settings.
* Check the Allow Multiple Orders option. This allows multiple orders to be created from a single quote.
* This setting ensures that products can be grouped and split into separate orders based on specific criteria like Product Family.
* Set the Order By Field to Product Family
* From the object management settings for Quotes, edit the Order By field.
* Add "Product Family" as a picklist value if it is not already available.
* On the Quote, select Product Family in the Order By field.
* Save your changes. When creating an order, Salesforce CPQ will group quote lines into separate orders based on the Product Family.
* Process for Creating Orders
* On the quote, select the Ordered checkbox.
* Salesforce CPQ will automatically split the quote into multiple orders, grouping quote lines by the Product Family value.
* Notes and Considerations
* If some quote lines do not have a value for the field used in the Order By, they will be grouped into one order.
* This functionality is available in Salesforce CPQ editions starting from Summer '16.
By following these steps, administrators can ensure that similar products are automatically separated into different orders based on their product family.

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

Antwort: C

Begründung:
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.

222. Frage
Universal Containers has a multi-laver bundle with a Percent c# Total option In the first level. This Percer Total option's calculation should b« based on other options »n the same level.
How should the admin set this up?

A. Set the percent of Total Scope field on the Product Option record to a value of Components.
B. Set the percent of Total Scope field on the product Option record to a value of package.
C. Set the Percent of Total Scope field on the Product Option record to a value of Group.
D. Set the percent of Total Category field on each Product in the bundle to the same value.

Antwort: A

Begründung:
Requirement Overview:
* A Percent of Total option in a multi-level bundle must calculate its value based on other options in the same level.
Key Configuration:
* The Percent of Total Scope field determines the scope of the calculation.
* Setting it to Components limits the calculation to options within the same bundle level.
Steps to Configure:
* Navigate to the Product Option record for the Percent of Total option.
* Set Percent of Total Scope to Components.
Validation:
* Add the bundle to a Quote and verify that the Percent of Total calculation includes only the options at the same level.

223. Frage
Universal Containers sells a container management bundle with Product Options representing different service levels. The admin has created a Configuration Attribute for the bundle to let users specify the service level while in the Quote Line Editor.
Which two actions should the admin take to limit the options in the bundle that are displayed to the user when a service level is selected?
Choose 2 answers

A. Ensure Apply to Product Options is set to TRUE on the Configuration Attribute.
B. Create a Selection Price Rule that automatically shows and hides Product Options based on the service level.
C. Create a Selection Product Rule that automatically shows and hides Product Options based on the service level
D. Ensure Apply Immediately is set to TRUE on the Configuration Attribute.

Antwort: B,D

Begründung:
Requirement Overview:
* Limit the Product Options displayed in a bundle based on the service level selected by the user via a Configuration Attribute.
Solution Details:
* Selection Price Rule: Use a Selection Price Rule to dynamically show or hide Product Options based on the selected value of the Configuration Attribute.
* Apply Immediately: Ensures that changes based on the service level selection occur in real-time during configuration.
Steps to Configure:
* Create the Selection Price Rule:
* Define the Price Rule with a Condition targeting the Configuration Attribute value.
* Use a Price Action to show or hide Product Options.
* Set Apply Immediately:
* Navigate to the Configuration Attribute.
* Set Apply Immediately to TRUE.
Validation:
* Test the bundle configuration by changing the service level and verifying the Product Options displayed dynamically update.

224. Frage
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