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Salesforce Sales-Admn-202 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 2
  • 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 3
  • 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 4
  • 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 5
  • 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 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
  • 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.

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Salesforce Certified CPQ Administrator Sample Questions (Q103-Q108):

NEW QUESTION # 103
Universal Containers sells a bundle Product which contains many Features and Options. Users report that the bundle is difficult to configure due to a significant amount of scrolling to find the desired Features and Options.
What are three ways the admin can adjust the design of this bundle to reduce scrolling in Configuration?
Choose 3 answers

Answer: A,B,C

Explanation:
Requirement Overview:
* Reduce scrolling in the configurator for a bundle with many Features and Options.
Solutions:
* A. Option Selection Method = Add: Allows users to select options from a pop-up window instead of scrolling through the configurator.
* D. Group Features into Tabs: Use the Category field to group Features into tabs for easier navigation.
* E. Option Layout = Tabs: Configure the bundle to display Options in a tabular format, reducing scrolling.
Steps to Configure:
* Set the Option Selection Method to Add on relevant Product Features.
* Populate the Category field on Product Features to group them into tabs.
* Change the Option Layout on the bundle Product to Tabs.
Validation:
* Test the configurator to ensure the layout reduces scrolling and improves usability.


NEW QUESTION # 104
The Admin at Universal Containers has received feedback about the amount of horizontal scrolling necessary to access Clone and Delete actions on Quote Lines in the Quote Line Editor.
What should the Admin do to resolve this issue?

Answer: A

Explanation:
Issue:
* Sales reps experience excessive horizontal scrolling to access the Clone and Delete actions in the Quote Line Editor.
Solution:
* Quote Line Editor Drawers provide a compact and user-friendly way to access actions without excessive scrolling.
Steps to Configure:
* Navigate to Setup > Custom Actions.
* Configure the Clone and Delete actions to appear in the Quote Line Editor drawers.
Validation:
* Open the Quote Line Editor and confirm that the actions are accessible without horizontal scrolling.


NEW QUESTION # 105
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?

Answer: B

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 # 106
While performing an amendment, a sales rep is unable to edit the Additional Discount for an existing subscription Quote Line.
What is the cause of this behavior?

Answer: B

Explanation:
Scenario Overview:
* The Additional Discount field cannot be edited during amendments by design in Salesforce CPQ.
Explanation:
* Salesforce CPQ locks certain fields on amendment Quotes to preserve the original pricing structure and prevent inconsistencies.
Validation:
* This behavior is standard and cannot be overridden without customizations.
https://help.salesforce.com/s/articleView?id=000382118&type=1


NEW QUESTION # 107
Product A has the 'One per Unit" option selected within the Asset Conversion pteklist. Users era reporting that when they modify the quantity for Product A on on amendment Quote, the following error displays:
"Product cannot be refunded. The quantity of Line # cannot decrease without a corresponding update." What should the CPQ specialist do to ensure sales raps can edit the quantity of asset-based products within an amendment Quote?

Answer: D

Explanation:
Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ References
* Understanding the Issue:
* The error message, "Product cannot be refunded. The quantity of Line # cannot decrease without a corresponding update," occurs because the default behavior prevents a decrease in asset quantities unless explicitly allowed.
* Asset Conversion for Product A is set to "One per Unit," requiring each unit to be treated as a separate asset.
* Key Salesforce CPQ Setting:
* Asset Amendment Behavior:
* This field on the Product determines how CPQ handles amendments for asset-based products.
* Setting it to "Allow Refund" enables sales reps to reduce the quantity of assets during amendment quotes without generating errors.
* Configuration Steps:
* Navigate to the Product Record for Product A in Salesforce CPQ.
* Locate the Asset Amendment Behavior field.
* Change its value to Allow Refund.
* Save the changes.
* Impact of the Change:
* Sales reps can now amend the quantity of Product A on amendment quotes.
* The system will process the reduction in quantity without triggering an error, as the refund behavior is explicitly enabled.
* Verification:
* Create an amendment quote for a contract involving Product A.
* Adjust the quantity of Product A and confirm that the amendment processes successfully without errors.
References:
This approach is in line with Salesforce CPQ guidelines on managing amendments for asset-based products.


NEW QUESTION # 108
......

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