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Salesforce Sales-Admn-202 Exam Overview:
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| Topic | Details |
|---|
| Topic 1 | - 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.
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| Topic 2 | - 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 3 | - 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.
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| 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.
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| Topic 5 | - 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 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.
|
Salesforce Certified CPQ Administrator Sample Questions (Q172-Q177):
NEW QUESTION # 172
When using Advanced Approvals, a sales rep submits a Quote for Approval. On the Preview Approvals page, multiple Approval Chains display on screen from left-to-right.
How is the approval order determined?
- A. The Approval Chains are completed in the order displayed on screen.
- B. The Approval Chain with the lowest Approval Step is completed first.
- C. The Approval Chains start the same time and are completed independent of other chains.
- D. The Approval Chain with the lowest Final Approval Step value is completed first.
Answer: D
Explanation:
Scenario:
* Multiple Approval Chains appear in Advanced Approvals, and the order of completion depends on the Final Approval Step value.
Behavior:
* Advanced Approvals prioritizes chains based on their Final Approval Step value, processing the chain with the lowest value first.
Why Other Options Are Incorrect:
* A: Approval Chains are not completed independently but follow the step order.
* B: The display order on the screen does not determine completion order.
* C: Lowest Approval Step applies to individual steps, not the entire chain.
Salesforce CPQ Reference:
* Approval Chains and step prioritization are detailed in Advanced Approvals Configuration .
NEW QUESTION # 173
An Admin creates a Search Filter for Product Code that has a predefined Filter Value of Green and an operator of "starts with". If the Search Filter is visible, how can sales reps interact with the filter on the Product Selection screen?
- A. Sales reps can see the filter, but are unable to alter the filter text.
- B. Sales reps can change the operator from "starts with" to "contains".
- C. Sales reps can delete the text to ignore the filter.
- D. Sales reps can replace the text, but are unable to leave the required field blank.
Answer: C
Explanation:
In Salesforce CPQ, when search filters are configured with predefined values and visible to sales reps, their interaction with the filter is determined by the filter's configuration and available operators. The behavior described here is tied to Search Filters in the Product Selection screen, which allow users to refine the list of displayed products based on specific criteria.
Search Filter Configuration:
Predefined Filter Value: Here, the filter is set with a value ("Green"). Operator: The operator
"starts with" limits the search to product codes beginning with the text "Green." Sales Rep Interaction with the Filter:
The visibility of the search filter enables sales reps to view and interact with the criteria during product selection.
Specifically, sales reps have the ability to delete the predefined text to ignore the filter and retrieve a broader or unrestricted product list.
Documentation Alignment:According to Salesforce CPQ guidelines (as referenced in the Salesforce CPQ package settings and user behaviors), if filters are not marked as "required," users can remove or modify the filter values dynamically. This is designed to offer flexibility during quoting while maintaining filter defaults for ease of use.
The interaction described above aligns with Salesforce CPQ's behavior regarding visible search filters, emphasizing that sales reps can clear the filter text unless restricted by additional customization.
NEW QUESTION # 174
An admin has created a text field Configuration Attribute for Bundle A. The admin wants the attribute to start with a dynamic value the moment the configuration page loads. Which steps should the admin take to meet this requirement?
- A. Create a formula text field on the Quote, constructing the formula to return the desired default value. Update the Configuration Attribute Default Field to identify the Quote formula field.
- B. Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.
- C. Create a Process Builder to update the Product Option field that is used for the ConfigurationAttribute value. Set the process to trigger upon new record creation.
- D. Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.
Answer: C
Explanation:
Requirement:Populate a Configuration Attribute with a dynamic value when the configurator page loads.
Solution Mechanics:
Process Builder can be used to dynamically set values on records based on predefined logic. By targeting the Product Option field, which maps to the Configuration Attribute, Process Builder ensures that the value is set upon record creation.
Steps to Implement:
Create a new Process Builder.
Trigger on the creation of the Quote Line record (or related record based on Configuration Attribute setup).
Define criteria to determine the dynamic value.
Use the Update Records action to populate the Product Option field with the default value.
Advantages of Process Builder:
Allows for dynamic and conditional logic.
Automates the default value population without user intervention.
Testing and Validation:
Create a test bundle with the Configuration Attribute. Load the configurator and verify that the attribute is pre-populated.
NEW QUESTION # 175
What are two ways Salesforce CPQ Advanced Approvals support obtaining apprgvat from a group in a single Approval Steps?
Choose 2 answers
- A. All group members most approve.
- B. Any group member may approve.
- C. Approval must be obtained from one group member at a time.
- D. Smart Approvals can exclude group members below the approval threshold.
Answer: A,B
Explanation:
Approval Scenarios in Advanced Approvals:Salesforce CPQ Advanced Approvals allows flexible approval processes, including the ability to handle group approvals within a single step.
Key Features:
* Any group member may approve: If this option is configured, approval from one group member is sufficient to move the approval step forward.
* All group members must approve: When this option is selected, every group member must approve the request before the step can proceed.
Configuration Steps:
* Navigate to the Approval Rule and ensure that the Approval Chain or Approval Step is configured to support group-based logic.
* Specify the behavior for the group in the Approval Step Settings.
Use Cases:
* Use "Any group member may approve" for time-sensitive scenarios.
* Use "All group members must approve" for critical approvals that require consensus.
NEW QUESTION # 176
An Admin at Universal Containers has hidden the prices of Products on the Configure Products page.
How should the Admin make the prices visible again?
- A. Go to the Product Option record and check if the Default Pricing Table field is set to Standard.
- B. Go to the Product Option object's Option Configuration Field Set and add the Unit Price field.
- C. Go to the Product Option record and check if the Price Editable field is False.
- D. Go to the Product Option object's Unit Price field and add visibility to its Field-level security.
Answer: D
Explanation:
Issue:
* Prices are hidden on the Configure Products page due to restricted field visibility.
Solution:
* Adjust the Field-Level Security settings for the Unit Price field on the Product Option object to ensure visibility.
Why Other Options Are Incorrect:
* B: The Option Configuration Field Set affects configuration but does not control visibility.
* C & D: Default Pricing Table and Price Editable settings do not impact visibility on the Configure Products page.
Salesforce CPQ Reference:
* Managing field visibility is outlined in CPQ Field-Level Security documentation .
NEW QUESTION # 177
......
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