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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Approvals | 4% | - Approval process alignment with quoting workflow - Native and Advanced Approvals setup |
| Topic 2: Bundle Configurations | 17% | - Product Rules configuration - Options and feature setup - Bundle structure setup |
| Topic 3: Quote Templates | 7% | - Quote document generation and customization - Template layout and component configuration |
| Topic 4: Orders, Contracts, Amendments, and Renewals | 15% | - Usage of Orders, Contracts, Subscriptions and Assets - Order and contract generation - Amendment and renewal quotes |
| Topic 5: Products | 11% | - Product relationships and hierarchy - Product attributes and configuration - Product catalog setup and maintenance |
| Topic 6: Pricing | 16% | - Price methods and outcome determination - Pricing strategies: Discount Schedules, Block Prices, Contracted Prices - Subscription pricing and percent-of-total |
| Topic 7: Product Selection | 7% | - Custom Actions for product selection - Search filters and field sets |
| Topic 8: CPQ Platform | 23% | - Quote calculation sequence and pricing fields - Localization and multi-currency setup - Price Rules design, configuration and troubleshooting - Permissions, record types, field sets and page layouts - CPQ data flow and object model - Package-level settings and integration |
>> Exam Salesforce Sales-Admn-202 Questions Answers <<
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NEW QUESTION # 222
A customer has negotiated special pricing on specific products that must be honored automatically on all future quotes and renewals for that account, without a rep having to remember to apply a discount. What should the admin implement?
Answer: A
Explanation:
Requirement: automatically honor previously negotiated pricing for a specific account. Solution:
Contracted Pricing stores account-specific negotiated prices that CPQ automatically applies whenever those products are quoted for that account, including on renewals.
NEW QUESTION # 223
Universal Containers wants to ensure that information in custom fields provided on original Quote Lines should also appear on Quote Lines for the Renewal Quotes.
How should the Admin set up this data flow?
Answer: D
Explanation:
Requirement:
* Ensure that custom field data from original Quote Lines flows into Renewal Quote Lines.
Solution:
* Use twin fields on the Asset and Subscription objects to store and transfer data. Twin fields are automatically mapped during renewal processes, ensuring data flows seamlessly.
Why Other Options Are Incorrect:
* A: A formula field cannot persist data on Renewal Quotes.
* B: Automatic mapping does not apply to custom fields without twin fields.
* C: A Price Rule is unnecessary when twin fields handle this data flow.
Salesforce CPQ Reference:
* Twin fields and their functionality are described in CPQ Subscription Management .
NEW QUESTION # 224
Universal Containers (UC) maintains a large Product catalog with more than 500 Products. Ten Products from various Product Famines are frequently requested and purchased by UC's customers and must be easy to find for users.
Mow should the admin meet the requirement?
Answer: B
NEW QUESTION # 225
UC Admin wants to prevent a Quote Term from being edited by non-admin users. What should the Admin do to meet this requirement?
Answer: A
Explanation:
Requirement Overview:
Prevent non-admin users from editing a specific Quote Term.
Key Configuration:
The Locked checkbox on a Quote Term record ensures that the term is non-editable for all users except admins.
Steps to Implement:
Navigate to the Quote Term record.
Check the Locked checkbox.
Save and test by logging in as a non-admin user to confirm editing is disabled.
NEW QUESTION # 226
A Universal Containers User states that a Configuration Attribute value can be set up during the initial configuration, but the value is not present when they reconfigure. What should the Admin check to ensure the Configuration Attribute value is properly saved?
Answer: C
Explanation:
Requirement Overview:
* Ensure that the Configuration Attribute value is retained when reconfiguring a bundle.
Solution:
* Create a twin field on the Quote Line object with the same API name as the Configuration Attribute.
This allows the value to persist and be passed between configurations.
Steps to Configure:
* Navigate to Setup > Object Manager > Quote Line.
* Create a new custom field with the same API name as the Configuration Attribute.
* Test the configuration to ensure the value persists during reconfiguration.
NEW QUESTION # 227
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