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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
- 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 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
- 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.
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Salesforce Certified CPQ Administrator Sample Questions (Q84-Q89):
NEW QUESTION # 84
Universal Containers (UC) licenses shipping software that is sold for a fixed price based on each quantity tier as seen in the table below. For example, buying eight licenses would cost a total of $1,800 rather than multiplying unit price by quantity. Further discounts on this product are unavailable.
Which three steps should the Admin take to set up this pricing? Choose 3 answers
- A. Set Pricing Method to Block on the Product record.
- B. Set Pricing Method to Fixed Price on the Product record.
- C. Create a Slab Discount Schedule for the Product for each quantity tier with a different discount for each tier.
- D. Set Non-Discountable to True on the Product record.
- E. Create Block Pricing records on the Product for each quantity tier with a different discount for each tier.
Answer: A,D,E
Explanation:
Requirement:
* Use fixed pricing for quantity tiers without additional discounts.
Solution Steps:
* B: Marking the product as Non-Discountable prevents additional discounts.
* D: Set the Pricing Method to Block to define fixed prices per quantity tier.
* E: Create Block Pricing records to define fixed prices for each quantity tier (e.g., 1-5 licenses = $1,000).
Why Other Options Are Incorrect:
* A: Fixed Price is not suitable for tiered pricing.
* C: Slab Discount Schedules are not used for block pricing.
Salesforce CPQ Reference:
* Tiered and Block Pricing setups are detailed in Pricing Configuration .
NEW QUESTION # 85
Universal Containers (UC) has asked their admin to add a new product selection rule to thelr flagship bundle.
In their flagship bundle, there is a nested bundle "Warranty" that contains three warranty options: Gold, Platinum, and Diamond. By default, there is no warranty option selected. If a user has not set a warranty option and selects the product option "Premium Container" in the flagship bundle, the Diamond warranty option should automatically be selected in the child bundle.
How should the UC admin set the configuration rule?
- A. Set the configuration rule Child Bundle Condition Level to 1, set the Child Bundle Action Level to None.
- B. Set the configuration rule Child Bundle Condition Level to None, set the Child Bundle Action Level to
2, - C. Set the configuration rule Child Bundle Condition Level to None, set the Child Bundle Action Level to None.
- D. Set the configuration rule Child Bundle Condition Level to 1, set the Child Bundle Action Level to 1.
Answer: A
Explanation:
Scenario:
* Automatically select the Diamond Warranty Option in the child bundle if Premium Container is selected in the parent bundle and no warranty is selected.
Solution:
* Child Bundle Condition Level = 1: Ensures the condition applies at the child bundle level.
* Child Bundle Action Level = None: Prevents overwriting user-selected options but enables automatic defaulting when none are selected.
Why Other Options Are Incorrect:
* B & C: Setting inappropriate levels may lead to overwriting user selections or incorrect rule execution.
* D: Setting both levels to None results in no action or condition enforcement.
Salesforce CPQ Reference:
* Configuration rules and child bundle handling are outlined in CPQ Bundle Configuration Guidelines
NEW QUESTION # 86
Universal Containers has a customer account with specific pricing.
Which two individual actions could the Admin take to set up a Contracted Price for this customer?
- A. Populate the Generate Contracted Price field on a Quote record.
- B. Add a partner to the Partner on the Quote record.
- C. Generate a Contracted Price via the Contracted checkbox on the Quote record
- D. Create a Contracted Price record related to an Account record.
Answer: C,D
Explanation:
Requirement Overview:
* A customer requires specific pricing for their account.
Solution:
* B. Contracted Price Record:
* Directly create a Contracted Price record related to the customer's Account.
* D. Contracted Checkbox:
* Select the Contracted checkbox on the Quote record to generate a Contracted Price automatically when the Quote is finalized.
Steps to Configure:
* Option B:
* Navigate to the Account and create a Contracted Price record for the specific Product and pricing.
* Option D:
* On the Quote, select the Contracted checkbox and ensure the Quote is synced to generate the Contracted Price.
NEW QUESTION # 87
Universal Containers (UC) wants to sell products with monthly subscription terms. UC wants additional days to round up to the nearest month for calculating the prorated price.
Which CPQ package settings should UC use to meet the business requirement?
- A. Subscription Term unit: MonthSubscription Prorate Precision: Month
- B. Subscription Term unit: MonthSubscription Prorate Precision: Month + Daily
- C. Subscription Term unit: MonthSubscription Prorate Precision: Day
- D. Subscription Term unit: DaySubscription Prorate Precision: Day.
Answer: A
Explanation:
Requirement Overview:
* Universal Containers wants to sell monthly subscriptions and round additional days up to the nearest month when calculating prorated prices.
Solution Details:
* Subscription Term Unit = Month: Ensures that subscriptions are billed on a monthly basis.
* Subscription Prorate Precision = Month: Rounds up additional days to the next month.
Steps to Configure:
* Navigate to CPQ Package Settings > Subscription and Renewal Settings.
* Set the Subscription Term Unit to Month.
* Set the Subscription Prorate Precision to Month.
* Save and test the configuration by creating a Quote with subscription products.
Validation:
* Ensure that additional days are rounded up to the next month in the prorated pricing calculation.
NEW QUESTION # 88
Universal Containers has a series of required PDF documents that need to be attached to the output document when generated. These PDF files are already stored in Documents.
What should the admin do on the Quote Template to meet this requirement?
- A. Create a new Template Section for each PDF document.
- B. Reference each PDF Document in Custom Template Content records.
- C. Create a new Additional Document on the Quote Template for each PDF document.
- D. Select the correct Documents Folder from the Documents field on the Quote Template.
Answer: C
Explanation:
Requirement Overview:
* Universal Containers needs to attach required PDF documents stored in Salesforce Documents to the Quote output.
Solution:
* Use the Additional Document feature on the Quote Template to include PDF files in the generated output.
Steps to Configure:
* Navigate to the Quote Template.
* Create an Additional Document for each required PDF:
* Reference the document stored in Salesforce.
* Save the Quote Template.
Validation:
* Generate a Quote document and confirm that the Additional Documents are included as attachments.
NEW QUESTION # 89
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