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Salesforce Sales-Admn-202 Exam Syllabus Topics:

Topic
Details

Topic 1

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 2

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 3

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 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

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

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

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.

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Salesforce Certified CPQ Administrator Sample Questions (Q212-Q217):

NEW QUESTION # 212
Universal containers wants to give a 25% discount on a specific product option purchased in the Big Box bundle.
In which two ways could the admin configure CPQ to automatically apply this discount?
Choose 2 answers

A. Create a price Rule that applies the 25% discount when the product is added as part of the bundle.
B. Set the option discount ((%field on the product feature for the bundle.
D, Set the option Discount (%) field on the product option for the bundle.
C. Set Discount by package to TRUE on the Product Option for the bundle.

Answer: A,C

NEW QUESTION # 213
When creating Orders from Quotes with Salesforce CPQ, the Admin wants to separate similar Products into Orders based on the Product Family of the Products being ordered.
Which two steps must the Admin perform to automatically split these types of Orders? Choose 2 answers

A. Enable Allow Multiple Orders from a checkbox on the Quote.
B. Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.
C. Set the Order By field on the Quote to Product Family.
D. Set the Order By field on the Quote Line to Product Family.

Answer: B,C

Explanation:
Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ References To split orders based on product family when creating orders from quotes in Salesforce CPQ, the following steps must be followed:
* Enable the Allow Multiple Orders Setting
* Navigate to Setup > Installed Packages and locate Salesforce CPQ.
* Click Configure, then go to the Orders tab in the CPQ package settings.
* Check the Allow Multiple Orders option. This allows multiple orders to be created from a single quote.
* This setting ensures that products can be grouped and split into separate orders based on specific criteria like Product Family.
* Set the Order By Field to Product Family
* From the object management settings for Quotes, edit the Order By field.
* Add "Product Family" as a picklist value if it is not already available.
* On the Quote, select Product Family in the Order By field.
* Save your changes. When creating an order, Salesforce CPQ will group quote lines into separate orders based on the Product Family.
* Process for Creating Orders
* On the quote, select the Ordered checkbox.
* Salesforce CPQ will automatically split the quote into multiple orders, grouping quote lines by the Product Family value.
* Notes and Considerations
* If some quote lines do not have a value for the field used in the Order By, they will be grouped into one order.
* This functionality is available in Salesforce CPQ editions starting from Summer '16.
By following these steps, administrators can ensure that similar products are automatically separated into different orders based on their product family.

NEW QUESTION # 214
Universal Containers (UC) builds Quotes that can be delivered to multiple locations using a Quote Line Group f each location. UC wants to split orders by delivery location automatically.
How should the consultant meet the requirement?

A. Set the Order By picklist field to the value of SBQQ_Group_c, and then click the Create Order button.
B. Ensure the Order by Quote Line Group field is set to TRUE, and then set the Ordered field to TRUE.
C. Set the Order By picklist field to the Location field on the Quote Line Group, and then set the Ordered field to TRUE.
D. Ensure the Order by Quote Line Group field is set to TRUE, and then click the Create Order button.

Answer: B

Explanation:
Requirement Overview:
* Automatically split Orders by delivery location based on Quote Line Groups.
Key Configurations:
* Order by Quote Line Group: Ensures that each Quote Line Group generates a separate Order.
* Ordered Field = TRUE: Triggers the creation of Orders for the Quote Lines.
Steps to Configure:
* Ensure the Order by Quote Line Group field is checked on the Quote.
* Mark the Ordered field as TRUE.
* Test the Order creation process to verify separate Orders are generated by location.

NEW QUESTION # 215
The Require Approved Quote package-level setting prevents CPQ from generating records for which object?

A. Order
B. Contracted Price
C. Contract
D. Quote Document

Answer: A

Explanation:
Requirement Overview:
* The Require Approved Quote setting prevents certain records from being created without an approved Quote.
Solution Details:
* When this setting is enabled, Salesforce CPQ blocks the creation of Order records unless the associated Quote has been approved.
Validation:
* Test by attempting to create an Order from an unapproved Quote and confirming that the system blocks the action.

NEW QUESTION # 216
Universal Containers (UC) wants to organize quoted products representing different project milestones with Quote Line Groups in the Quote Line Editor. When the customer accepts the Quote, UC wants the sales operations team to generate a separate order per Quote Line Group.

A. Leverage Salesforce automation to set the Ordered By filed on the Quote to a picklist value that represents a custom Quote Line field.
B. Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote.
C. Create a procedure where Sales Reps enter notes on each Quote Line to indicate which products belong on the same Order.
D. Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone.

Answer: B

Explanation:
Requirement:
* Organize quoted products by project milestones and generate a separate Order for each Quote Line Group.
Solution:
* Use Salesforce automation to set the Order by Quote Line Group field on the Quote. This ensures the system generates separate Orders based on the grouping in the Quote Line Editor.
Why Other Options Are Incorrect:
* B: Relying on notes is manual and error-prone, lacking automation for generating separate Orders.
* C: Validation Rules prevent specific actions but do not help organize Orders by Quote Line Group.
* D: Custom picklist fields are unnecessary when Order by Quote Line Group exists as a standard feature.
Salesforce CPQ Reference:
* The Order by Quote Line Group feature is outlined in Order Management Configuration .

NEW QUESTION # 217
......

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