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Salesforce Sales-Admn-202 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 2
  • 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 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.
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.
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
  • 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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Salesforce Certified CPQ Administrator Sample Questions (Q205-Q210):

NEW QUESTION # 205
An admin created a workflow rule to automatically generate the renewal Opportunity and Quote when a user activities the Contract. The Renewal Pricing Method is set to List. The original Quote contains only standalone fixed-price subscription products and non-subscription product.
What should the user see on the renewal Quote?

Answer: A

Explanation:
* Scenario:
* Renewal Pricing Method is set to List, and the Quote contains standalone fixed-price subscription and non-subscription products.
* Behavior:
* Discounts from the original Quote are carried forward to the renewal Quote automatically as part of the renewal process, ensuring consistency in pricing.
* Salesforce CPQ Reference:
* Renewal Quote generation processes consider discounting rules as part of the Renewal Pricing Method .


NEW QUESTION # 206
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,B

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 # 207
An admin has a requirement within a specific bundle to ensure that Product 8 is automatically selected when the user selects Product A. The admin correctly configured a Product Rule to meet this requirement, however Product B remains unselected when Product A is checked.
What does the admin need to adjust so the Product Rule fires as expected?

Answer: B

Explanation:
Requirement Overview:
* When Product A is selected, Product B should be automatically selected within the bundle.
* The admin created a Product Rule, but it fails to trigger immediately.
Key Mechanism:
* The Apply Immediately checkbox ensures that the Product Rule executes as soon as the parent Product (Product A) is selected. Without this, the rule may not fire until additional actions (e.g., clicking Calculate) occur.
Steps to Resolve:
* Navigate to the Product Option record for Product A.
* Set the Apply Immediately field to True.
* Save and test the configuration by adding the bundle to a Quote.
Justification:
* "Apply Immediately" is required for Product Rules to trigger instant actions, ensuring dependencies like auto-selection are respected without delay.


NEW QUESTION # 208
Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product A. Which field should be set for the Product Option A?

Answer: B

Explanation:
Understanding the Requirement:
Universal Containers needs Product Option A to be automatically included with Product B during the configuration.
Sales reps should not be able to remove Product Option A.
Salesforce CPQ Mechanism:
The Required field on a Product Option ensures that it is mandatory within a bundle and cannot be deselected by the user during configuration.
Field Behavior:
When the Required checkbox is selected for a Product Option:
The option is always included in the bundle configuration. Users cannot remove or modify it unless additional automation (like a product rule) overrides this setting.
Configuration Steps:
Navigate to the Product Option A record associated with Product B in Salesforce CPQ.
Select the Required checkbox and save the changes.
Ensure that no conflicting product or price rules exist that could affect this behavior.
Field Alternatives and Clarifications:
Bundled: Sets the option as a part of the bundle, but this primarily affects pricing (sets price to zero) and doesn't enforce inclusion.
Quantity Editable: Allows control over whether users can adjust the quantity but does not prevent removal.
Selected: Preselects the option during configuration but still allows users to deselect it.
Verification and Testing:
Create a test configuration with Product B as the parent and verify that Product A is always included in the bundle.
Attempt to remove Product A to confirm that it is not possible.


NEW QUESTION # 209
A subscription product that was newly created fails to display In the Product Selection screen when users search for it.
What are three possible reasons for this behavior?
Choose 3 answers

Answer: A,B,E

Explanation:
Scenario:
* A subscription product does not appear in the Product Selection screen during search.
Possible Causes:
* A: The Active checkbox must be TRUE for the product to appear.
* D: The product requires a Pricebook Entry in the corresponding Quote's Pricebook.
* E: If the Component checkbox is TRUE, the product is treated as a bundle component, not standalone, and will not appear in search results.
Why Other Options Are Incorrect:
* B: Cost records are unrelated to product visibility.
* C: The Optional checkbox determines bundling behavior, not search visibility.
Salesforce CPQ Reference:
* Product visibility settings are detailed in CPQ Product Selection Configuration .


NEW QUESTION # 210
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