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Salesforce Sales-Admn-202 Exam Syllabus Topics:

Topic
Details

Topic 1

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 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

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 4

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 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

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

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.

Salesforce Certified CPQ Administrator Sample Questions (Q189-Q194):

NEW QUESTION # 189
Universal Containers (UC) sells a Product that is only sold as part of a bundle. UC wants to remove this item from the Product search screen.
How can the admin configure the Product to meet this requirement?

A. Select the Component checkbox on the Product.
B. Set the Configuration Type field to Allowed.
C. Select the Hidden checkbox on the Product.
D. Set the Asset Conversion field to One per unit.

Answer: A

Explanation:
Requirement Overview:
* Universal Containers sells a Product exclusively as part of a bundle and does not want it to appear in the Product Selection screen.
Solution:
* The Component checkbox ensures the Product is only available as part of a bundle and is hidden from the general Product Selection screen.
Steps to Configure:
* Navigate to the Product Record for the item.
* Select the Component checkbox.
* Save the changes.
Validation:
* Confirm that the Product is not visible on the Product Selection screen but is available within its assigned bundles.

NEW QUESTION # 190
In what way does Smart Approvals expedite the approval process?

A. Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.
B. Quotes with multiple steps in the approval chain go directly to the highest approver required.
C. Quotes within defined thresholds will be automatically approved.
D. Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.

Answer: A

Explanation:
Smart Approvals Overview:
* Salesforce CPQ's Smart Approvals streamline the approval process by re-evaluating previously approved records to avoid redundant approvals.
Rejected Quotes Resubmission:
* If a quote is rejected, and the user resubmits it without exceeding previously approved values, it bypasses the full approval chain and is sent directly to the person who rejected it.
* This functionality minimizes unnecessary delays and ensures efficient quote handling.
Documentation Alignment:
* Smart Approvals Configuration and behavior as outlined in CPQ guidelines ensure approval efficiency .

NEW QUESTION # 191
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. Set the Order By field on the Quote to Product Family.
B. Set the Order By field on the Quote Line to Product Family.
C. Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.
D. Enable Allow Multiple Orders from a checkbox on the Quote.

Answer: A,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 # 192
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 Required and Configuration Event to Always.
B. Set the bundle product record filed Configuration type to Allowed 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: B

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 # 193
"UC wants to show a custom text field on their Quote Document. This field with API name Additional_Text__c already exists and is located on the Quote object.
What is the correct syntax to insert this into an HTML Template Content?

A. {ISBQQ__Quote__r.Additional_Text__c}"
B. {ISBQQ__Quote__c.Additional_Text__c}
C. {Iquote__r.Additional_Text__c}
D. {!quote.Additional_Text__c}

Answer: D

Explanation:
Field Location and API Name:
* The custom text field Additional_Text__c resides on the Quote object.
* In Salesforce CPQ, the correct syntax to reference fields in HTML templates is to use the merge field syntax appropriate to the object.
Syntax Explanation:
* {!quote.Additional_Text__c} directly references the field from the Quote object in a format recognized by the CPQ document generation engine.
* Alternative options such as {ISBQQ__Quote__r.Additional_Text__c} reference lookup relationships and do not apply here.
Salesforce CPQ Reference:
* As per the Quote Template Content documentation, use the merge fields directly associated with the object being utilized in the template .

NEW QUESTION # 194
......

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