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Salesforce Sales-Admn-202 Exam Syllabus Topics:

TopicDetails
Topic 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.
Topic 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.
Topic 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.
Topic 4
  • 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 5
  • 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 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.
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 (Q239-Q244):

NEW QUESTION # 239
The Universal Containers sales operations team wants to ensure that without reopening the Quote Line Editor, quotes have current information prior to submitting them for approval. Which two actions could the admin take to meet the business requirement? Choose 2 answers

Answer: B,C

Explanation:
Requirement:
Ensure that quotes are recalculated with current information prior to approval without reopening the Quote Line Editor.
Solution:
Option A: Adding or modifying a field in the Calculating Fields Field Set automatically triggers recalculation for quotes.
Option C: Including the Calculate button on the quote layout provides users with a manual option to trigger recalculation before approval.


NEW QUESTION # 240
Universal Containers (UC) has an approval structure that involves both the Deal Desk and Finance teams. UC wants to send both Approval requests simultaneously when a Quote is submitted to reduce the time for Quote approval.
Which Approval type best suits UC's needs?

Answer: B

Explanation:
Requirement Overview:
* Universal Containers needs to send Approval Requests to both the Deal Desk and Finance teams simultaneously.
Solution:
* Use Advanced Approvals to configure multiple Approval Steps within a single Approval Chain.
* Set the steps to run in parallel to minimize the time required for approval.
Steps to Configure:
* Navigate to Advanced Approvals in Salesforce CPQ.
* Create an Approval Chain with two steps: one for the Deal Desk and one for the Finance team.
* Configure both steps to run in parallel by assigning them the same step number.


NEW QUESTION # 241
Universal Containers offers a bundle with two Products, Product A should always be added.
Product B should be included initially, but can be removed by the user. What two Option configurations that must be utilized for Product B to meet the requirement?

Answer: A,B

Explanation:
Requirement Overview:
Product A must always be included in the bundle.
Product B should be included by default but can be removed by the user.
Key Configurations:
Required = FALSE: This ensures that Product B is not mandatory and can be removed by the user. Selected = TRUE: This includes Product B by default when the bundle is added to the Quote.
Steps to Configure:
Navigate to the Product Option record for Product B.
Set Required to FALSE.
Set Selected to TRUE.
Save and test the behavior by adding the bundle to a Quote.
Validation:
Product B should be pre-selected in the Quote Line Editor but can be deselected by the user.
This setup ensures flexibility for Product B while ensuring Product A remains mandatory.


NEW QUESTION # 242
The admin at Universal Containers receives a report from a user that checking the Contracted box on an Opportunity with a single Product fails to result in a Contract.
What are two possible reasons a Contract is unable to be created?
Choose 2 answers

Answer: A,D

Explanation:
Issue:
* Contract creation fails when the Contracted checkbox is checked on an Opportunity.
Possible Causes:
* A: If the Subscription Conversion Behavior is set to None, the product is not converted into a Subscription, preventing the Contract from being created.
* B: The Opportunity requires a Primary Quote to generate a Contract, as the Contract details are derived from the Quote.
Why Other Options Are Incorrect:
* C: If the Subscription Pricing field is blank, the product is treated as non-subscription but does not prevent Contract creation.
* D: Products with Subscription Pricing = One-time are not converted to Subscriptions, but they do not block Contract creation.
Salesforce CPQ Reference:
* Contract creation requirements and behaviors are documented under CPQ Subscription Management Guidelines .


NEW QUESTION # 243
Universal Containers (UC) sells a product that Percent of Total to determine its price. UC wants to ensure that this product is always priced at a minimum of $100, even if the calculated amount falls under $100.
Which two steps should the Admin take to meet this requirement? Choose 2 answers

Answer: B,C

Explanation:
Requirement:
* Ensure a product priced as a Percent of Total has a minimum price of $100.
Solution Steps:
* Option A: Create a Price Book Entry of $100 to set the minimum price for the product.
* Option D: Create a $0 Price Book Entry to handle scenarios where Percent of Total calculation would otherwise drop below $100.
Why Other Options Are Incorrect:
* B: The custom Percent_of_Total_Target_c field is not used for minimum pricing enforcement.
* C: The Percent of Total Constraint field alone does not enforce minimum pricing.
Salesforce CPQ Reference:
* Percent of Total pricing and minimum price settings are described in CPQ Pricing Configuration .


NEW QUESTION # 244
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