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Salesforce Sales-Admn-202 Exam Syllabus Topics:

Topic
Details

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

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

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 4

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 5

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.

Topic 6

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 7

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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Salesforce Certified CPQ Administrator Sample Questions (Q163-Q168):

NEW QUESTION # 163
Users at Universal Containers want to know how Approval requests will be routed prior to submitting a Quote for approval.
How can the admin meet this requirement?

A. Using Advanced Approvals, build a custom Visualforce Page to display the Approval Chains for the Quote.
B. Using Advanced Approvals, place the Preview Approval button on the Quote page layout.
C. Using Native Approvals, build a custom button to display the approval matrix to users.
D. Using Native Approvals, build a custom Visualforce Page to display the Approval Process for the Quote.

Answer: B

Explanation:
Requirement:
* Sales reps need visibility into the Approval Chain before submitting a Quote for approval.
Solution:
* The Preview Approval button in Advanced Approvals allows users to view the Approval Chain directly from the Quote page.
Why Other Options Are Incorrect:
* A and C: Building custom Visualforce pages is unnecessary with Advanced Approvals.
* D: Native Approvals do not offer a built-in preview feature.
Salesforce CPQ Reference:
* Advanced Approvals functionality, including the Preview Approval button, is detailed in CPQ Approval Configuration .

NEW QUESTION # 164
Universal Containers (UC) has an upcoming user conference that UC wants to promote to its customers. The admin has created a Product Selection Rule to automatically add a Conference Pass Product to all new Quotes. When can a user expect the Conference Pass Product to be added to the Quote during the quoting process?

A. The user selects a Product for the Quote.
B. The user selects a Configuration Attribute value for a Product.
C. The user calculates a Quote.
D. The user saves the Quote.

Answer: D

Explanation:
In Salesforce CPQ, Product Selection Rules automatically add products to a Quote based on defined conditions. These rules typically evaluate and execute when the Quote is saved, as this triggers the full application of rules and updates to the Quote Lines. Option D aligns with this behavior-saving the Quote ensures the Conference Pass is added. Option A (Configuration Attribute selection) relates to configurator actions, not quote-level rules. Option B (Product selection) triggers option-specific rules, not quote-wide additions. Option C (Quote calculation) updates pricing, not product additions. Salesforce CPQ documentation confirms rule execution on save.
References: Salesforce CPQ Documentation - "Product Selection Rules" and "Quote Process Events".

NEW QUESTION # 165
The sales manager at Universal containers wants to ensure that bundles:
* Cannot be reconfigured when a Renewal Quote is created.
* Allow sales reps to configure bundles only on new or amendment quotes.
What should the CPQ specialist co to meet these requirements?

A. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is not equal to "Renewal".
B. Create a Custom Action Condition on the Reconfigure Line custom action where SBQQ__Type__c is equal to "Renewal".
C. Ensure SBQQ__ReconfigurationDisabled__c is set to TRUE on the Bundle product.
D. Ensure SBQQ__ReconfigurationDisabled__c is set to "Disabled" on the Bundle product.

Answer: A

Explanation:
Requirement Overview:
* Prevent bundles from being reconfigured in Renewal Quotes while allowing configuration during new or amendment Quotes.
Solution:
* Use a Custom Action Condition to control when the Reconfigure Line action is available.
* Set the condition to exclude Renewal Quotes (SBQQ__Type__c != "Renewal").
Steps to Configure:
* Navigate to the Custom Action Condition related to the Reconfigure Line action.
* Set the condition criteria to ensure the action is only available for non-Renewal Quotes.
Validation:
* Test by creating Renewal, New, and Amendment Quotes and verifying the Reconfigure Line action behaves as expected.

NEW QUESTION # 166
Universal Containers has a product that can either be sold In increments of one year or can be purchased by customers and priced per month until the customer cancels their subscription.
Which two actions should the admin take to set this product up so it can be renewed or last perpetually?
Choose 2 answers

A. Set the product up to use the Renewable value in the Subscription Type field.
B. Set the product up to dfe the Renewable/Evergreen value in the Subscrlption Type field.
C. Expose the Subscription Type field in the Quote Like Editor, allowing sales reps to choose between Renewable and Evergreen.
D. Expose the Default Subscription Term field in theOuote Line Editor, allowing the sales reps to choose between selling monthly or annually.

Answer: B,D

Explanation:
Requirement Overview:
* A product needs to support both renewable subscriptions (annual) and evergreen subscriptions (monthly, lasting perpetually).
Solution:
* C. Renewable/Evergreen: Set the Subscription Type field to Renewable/Evergreen to support both behaviors.
* D. Default Subscription Term: Allow sales reps to define whether the subscription is sold monthly or annually by exposing the Default Subscription Term field in the Quote Line Editor.
Steps to Configure:
* Navigate to the Product Record.
* Set the Subscription Type to Renewable/Evergreen.
* Add the Default Subscription Term field to the Quote Line Editor Field Set.
Validation:
* Confirm that sales reps can toggle between selling the product monthly or annually.

NEW QUESTION # 167
Universal containers has a fixed bundle with selected Product Options, After selecting the bundle, the user should bypass the configuration process.
How should the Admin set up the bundle to meet this requirement?

A. Set the bundle product record filed Configuration type to Allowed and Configuration Event to Always.
B. Set the bundle product record filed Configuration Type to Required and Configuration Event to Always.
C. Set the bundle product record fields Configuration Type to Disabled and Configuration Event to Always.
D. Set the bundle product record fields Configuration Type to Allowed and Configuration Event to Add

Answer: A

Explanation:
Requirement:
* When a fixed bundle is selected, users should bypass the configuration process entirely.
Solution:
* Setting the Configuration Type to Allowed ensures users can configure the bundle if necessary.
* Setting the Configuration Event to Always skips the configuration process automatically for preconfigured bundles.
Why Other Options Are Incorrect:
* A: Setting Configuration Type to Disabled prevents any configuration, which may not align with future flexibility requirements.
* B: Required forces configuration instead of skipping it.
* D: Configuration Event = Add requires the user to manually trigger the process during addition.
Salesforce CPQ Reference:
* Bundle Configuration Settings and their implications are detailed in CPQ Configuration Guidelines .

NEW QUESTION # 168
......

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