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Salesforce Sales-Admn-202 Exam Overview:
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| Topic | Details |
|---|
| Topic 1 | - 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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| Topic 2 | - 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 3 | - 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.
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| Topic 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.
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| Topic 5 | - 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.
|
Salesforce Certified CPQ Administrator Sample Questions (Q45-Q50):
NEW QUESTION # 45
Universal Containers (UC) offers several enterprise server bundles with professional services. UC has a large catalog of professional services that are compatible with any server. New professional services are constantly being introduced. UC wants to design the product configuration to minimize maintenance and ensure scalability. Which two actions should the admin take to construct these new bundles? Choose 2 answers
- A. Create a Dynamic Feature for Professional Services Products.
- B. Create a nested bundle that contains all Professional Services Products.
- C. Create a Filter Product Rule with a Product Action filtering for Professional Services Products.
- D. Create a new Custom Action that is filtered to show only Professional Services Products.
Answer: A,C
Explanation:
Requirement:
Minimize maintenance and ensure scalability for professional services in enterprise server bundles. New professional services are introduced frequently, requiring dynamic handling.
Solution Steps:
Dynamic Feature (B): Allows dynamic grouping and population of professional services products, ensuring that new services are automatically included in the configuration without manual updates. Filter Product Rule (D): Ensures only compatible professional services are displayed by applying a filtering condition with a Product Action.
NEW QUESTION # 46
An admin is working on a Primary Quote attached to an Opportunity. The nice Book and Currency on the Quote and Opportunity match. However, only some of the Products from the Quote are being synced to the Opportunity, 9nd aero emor messages are displayed.
Which three reasons explain why these Products failed to create Opportunity Products?
Choose 3 srewers
- A. Some Products we missing Rice Book Entries.
- B. Q Validation Rules on the Opportunity Product silently fail.D, Only Products with a price greater than zero sync to the Opportunity,
- C. Only Products with an EFfectrve Quantity greater than or less than zero syfK to the Opportunity-
- D. Exclude fror Opportunity is checked on die Product record.
Answer: B,C,D
Explanation:
Issue Analysis:
* Products not syncing to Opportunity Products is usually caused by specific CPQ conditions or rules.
Reasons for Failure:
* B: Products with an Effective Quantity of zero are excluded from syncing.
* C: Validation Rules on the Opportunity Product object may silently block the sync process if they are not met.
* D: Products with a price of zero do not sync by default.
Why Other Options Are Incorrect:
* A: Missing Price Book Entries prevent quoting entirely, not syncing issues.
* E: The Exclude from Opportunity checkbox applies to the Product Option, not the syncing process.
Salesforce CPQ Reference:
* CPQ guidelines for syncing Quote Lines to Opportunity Products .
NEW QUESTION # 47
An admin wants to set up a bundle product so a user can view all available options and selected options by scrolling in a single page. Which updates should the admin make to meet this requirement?
- A. Create Features related to the parent Product and assign each Feature the Option Selection Method of Dynamic.
- B. Update Option Layout on the parent Product record to Sections.
- C. Update Option Layout on the parent Product record to Wizard.
- D. Create Features related to the parent Product and assign all Options to one of the created Features.
Answer: B
Explanation:
In Salesforce CPQ, the Option Layout field on the Product record determines how bundle options are presented in the configurator. To allow users to view all available and selected options by scrolling on a single page, the "Sections" layout is ideal. This layout organizes options into collapsible sections based on Product Features, keeping everything visible on one page without requiring navigation steps like a wizard.
NEW QUESTION # 48
Universal Containers must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based in the Start Dates.
How can a CPQ Specialist meet this business requirement?
- A. Set both the Order by Quote Line Group and Ordered checkboxes to True.
- B. Separate Quotes must be created for each unique Start Date.
- C. Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.
- D. Change Default Order Start Date in CPQ Package settings to Quote Start Date.
Answer: C
Explanation:
* Business Requirement Context:
* Universal Containers needs the ability to split Orders by the Start Dates of the Quote Lines.
* Each Order generated will correspond to a unique Start Date.
* Key Salesforce CPQ Features:
* Order By Field: This field on the Quote allows CPQ specialists to specify the criteria for splitting orders. By selecting the SBQQ__StartDate__c field, orders will be created based on the Start Dates of Quote Lines.
* Ordered Checkbox: Setting this to True ensures that the Quote Lines are converted into Orders during the ordering process.
* Step-by-Step Configuration:
* Navigate to the Quote in Salesforce CPQ.
* Locate the Order By picklist field and set its value to SBQQ__StartDate__c. This ensures Quote Lines are grouped by their Start Dates for Order generation.
* Check the Ordered checkbox on the Quote to mark it ready for Order generation.
* Expected Outcome:
* When the Orders are generated, CPQ will create separate Order records for each unique Start Date present in the Quote Lines.
* Validation and Testing:
* Create a Quote with multiple Quote Lines having different Start Dates.
* Process the Quote through the Ordering process to verify separate Orders are created for each Start Date.
References:
This approach is aligned with Salesforce CPQ's guidelines for managing multi-start date Orders and can be verified under "Guidelines for Splitting Orders" in the official Salesforce CPQ documentation.
NEW QUESTION # 49
The sales team at Universal Containers wants more control over the Product Information that is displayed on the Quote Template output. Specifically, the team wants to stop displaying the Additional Discount column based on the needs of the transaction.
How should an admin meet the requirement?
- A. Create a custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklistfor the Additional Discount Line Column.
- B. Create a Special Field on the Quote object with the API Name of HideAdditionalDiscount__c anddisplay it in the Quote Line Editor.
- C. Create a custom field called HideAdditionalDiscount__c on the Template Section object, then create two Template Sections, one with HideAdditionalDiscount__c checked.
- D. Create two Quote Templates, one with Show Customer Discount as TRUE and another with Show Customer Discount as FALSE.
Answer: A
Explanation:
Requirement:
* Universal Containers wants to control whether the Additional Discount column appears on the Quote Template.
Solution:
* By creating a custom checkbox field (Show_Discount__c), administrators can dynamically control the visibility of the Additional Discount column.
* This checkbox is referenced in the Conditional Print Field of the Quote Template Line Column settings for the Additional Discount column.
Mechanism:
* When the Show_Discount__c checkbox is TRUE, the column appears.
* When FALSE, it does not display.
Salesforce CPQ Reference:
* Conditional Print Field functionality in Quote Templates allows for dynamic content visibility based on field values .
NEW QUESTION # 50
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