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Salesforce Sales-Admn-202 Exam Syllabus Topics:

TopicDetails
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
  • 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 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
  • 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 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
  • 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 7
  • 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.

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Salesforce Certified CPQ Administrator Sample Questions (Q140-Q145):

NEW QUESTION # 140
Universal Containers sells a nonrenewable subscription Product that is priced on a yearly basis.
Which Subscription field values should the admin set to meet this requirement?

Answer: D

Explanation:
Requirement Overview:
* A nonrenewable subscription Product priced annually.
Key Field Configurations:
* Subscription Term = 12: Specifies an annual subscription.
* Subscription Type = One-Time: Indicates that the Product is nonrenewable.
* Subscription Pricing = Fixed Price: Defines a flat annual price.
Steps to Configure:
* Navigate to the Product record.
* Update the fields as specified above.
* Save and test by adding the Product to a Quote.
Validation:
* Confirm the subscription term and pricing are applied correctly and the product does not renew automatically.


NEW QUESTION # 141
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 # 142
When using Lookup Rules In Salesforce CPQ, which three factors will impact the number of query rows returned?
Choose 3 answers

Answer: A,B,C

Explanation:
Requirement Overview:
* Understand what impacts the number of query rows returned when using Lookup Rules in Salesforce CPQ.
Factors:
* C. Total Number of Quote Lines: Each Quote Line triggers a lookup, increasing the number of query rows.
* D. Total Number of Fields on the Lookup Object: More fields on the object result in larger query rows.
* E. Total Number of Lookup Queries: Multiple lookup queries executed during the Quote Line processing impact the total rows returned.
Steps to Validate:
* Analyze the Lookup Rule configuration and test its behavior with varying Quote Line counts, field sizes, and query numbers.


NEW QUESTION # 143
The Universal Containers sales operations team wants to ensure that without reopening the Quote Line Editor, quotes have current information prior to submitting them for approval.
Which two actions could the admin take to meet the business requirement?
Choose 2 answers

Answer: A,D

Explanation:
Requirement:
* Ensure that quotes are recalculated with current information prior to approval without reopening the Quote Line Editor.
Solution:
* Option A: Adding or modifying a field in the Calculating Fields Field Set automatically triggers recalculation for quotes.
* Option C: Including the Calculate button on the quote layout provides users with a manual option to trigger recalculation before approval.
Why Other Options Are Incorrect:
* B and D: These require additional customization (e.g., creating a custom Lightning button or Flow) and are not standard CPQ features.
Salesforce CPQ Reference:
* The Calculating Fields Field Set and Calculate Button functionalities are well-documented as standard CPQ tools .


NEW QUESTION # 144
Users at Universal Containers have reported when amending a contract, the net pricing of some products is incorrect. The Admin has done a preliminary investigation and found that the issue only happens on existing products when their quantity is adjusted. What is the likely cause?

Answer: B

Explanation:
* Background Context:When amending a contract in Salesforce CPQ, issues with net pricing arise if the amendment impacts existing subscription products. Subscription products often rely on Discount Schedules for calculating discounts, especially when quantity changes. The "Cross Order" field on Discount Schedules ensures discounts account for cumulative quantities across multiple orders or contracts.
* Problem Analysis:
* The reported issue involves incorrect net pricing specifically when the quantity of existing products is adjusted during contract amendments.
* This aligns with the functionality of Discount Schedules, where the total quantity determines the discount applied. Without "Cross Order" enabled, Salesforce CPQ considers only the current order's quantities rather than aggregating across orders.
* Root Cause Identification:
* Discount Schedule and Cross Order:If the Discount Schedule associated with these products does not have "Cross Order" enabled, any amendments won't consider cumulative quantities. Instead, the system recalculates based on only the new or adjusted quantities, leading to incorrect net pricing.
* Supporting Evidence:
* Salesforce documentation highlights that Cross Order must be selected in the Discount Schedule for accurate discount calculations across multiple orders or contracts. Otherwise, amendments operate in isolation.
* The feature ensures that ongoing contracts retain accurate pricing based on total historical quantities.
* Recommended Resolution:
* Navigate to the Discount Schedule associated with the affected products.
* Verify and enable the Cross Order checkbox:
* Go to Setup > Discount Schedules.
* Locate the relevant Discount Schedule.
* Edit the schedule and enable Cross Order.
* Test the functionality by amending the contract and verifying the net pricing calculations.
* Preventative Actions:
* For all subscription-based products relying on Discount Schedules, ensure Cross Order is enabled during initial configuration.
* Provide training to Salesforce CPQ admins to understand the implications of Discount Schedule settings on pricing.
By following these steps and verifying the Discount Schedule configuration, the issue can be resolved, ensuring consistent and accurate net pricing during contract amendments.


NEW QUESTION # 145
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