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Salesforce Sales-Admn-202 Exam Syllabus Topics:

Topic
Details

Topic 1

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 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

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

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 7

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.

Salesforce Certified CPQ Administrator Sample Questions (Q168-Q173):

NEW QUESTION # 168
When amending a contract, users have reported that 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 the quantity is adjusted. What is the likely cause?

A. A Price Rule is firing On Calculate and changing the Effective Quantity.
B. The products have a Discount Schedule and Cross Order is unselected.
C. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
D. The Revised Quantity has been set on the Subscription record.

Answer: B

Explanation:
When amending a contract in Salesforce CPQ, the net pricing of products can sometimes appear incorrect, especially when quantities are adjusted on existing subscriptions. The "Revised Quantity" field on the Subscription record is used during amendments to reflect the updated quantity of a subscription product after the amendment. If this field is set incorrectly or unexpectedly (e.g., manually or via automation), it can override the expected quantity and cause discrepancies in pricing calculations, especially for existing products. This aligns with the scenario where the issue only occurs when quantities are adjusted on existing products. Option B (Price Rule firing On Calculate) could affect pricing but typically wouldn't target only existing products or cause quantity-specific issues unless explicitly designed to do so. Option C (Price Rule firing Before Calculate) might alter pricing but wouldn't directly tie to quantity adjustments on amendments.
Option D (Discount Schedule with Cross Order unselected) affects pricing tiers but isn't directly related to amendment quantity adjustments. Per Salesforce CPQ documentation, the "Revised Quantity" field is a key factor in amendment scenarios impacting pricing consistency.
References: Salesforce CPQ Documentation - "Amending Subscriptions" and "Subscription Fields" (Revised Quantity).

NEW QUESTION # 169
How can an Admin prevent users from reconfiguring a specific bundle after initial configuration?

A. Set the Active checkbox on Reconfigure Line Custom Action to False.
B. Set the Configuration Type to Allowed and Configuration Event to Add.
C. Set the Configuration Type to Disabled.
D. Set the Configuration Type to Allowed and Configuration Event to Always.

Answer: B

Explanation:
* Requirement:
* Prevent users from reconfiguring a bundle after its initial configuration.
* Solution:
* Set Configuration Type to Allowed to permit configuration during initial setup.
* Set Configuration Event to Add to allow configuration only when the product is added, blocking reconfiguration later.
* Why Other Options Are Incorrect:
* A: Disabled blocks all configuration, including initial setup.
* B: Configuration Event = Always allows continuous reconfiguration.
* D: Reconfigure Line Custom Action is unrelated to this requirement.
* Salesforce CPQ Reference:
* Configuration Type and Event settings are documented in Bundle Configuration .

NEW QUESTION # 170
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?

A. * Subscription Term: 1* Subscription Type: One-Time* Subscription Pricing: Percent of Total
B. * Subscription Term: 12* Subscription Type: Evergreen* Subscription Pricing: Fixed Price
C. * Subscription Term: 1* Subscription Type: Evergreen* Subscription Pricing: Percent of Total
D. * Subscription Term: 12* Subscription Type: One-Time* Subscription Pricing: Fixed Price

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 # 171
Universal Containers requires a subset of products to be viewed based on a button on the Quote Line Editor.
Which Salesforce CPQ functionality will satisfy this requirement?

A. Custom Action with Search Filter
B. Price Rules
C. Product Rules of filter type
D. Custom page security plug-In script

Answer: A

Explanation:
Requirement:
* To allow sales reps to view a subset of products via a button in the Quote Line Editor.
Solution:
* A Custom Action with a Search Filter is configured to dynamically limit the displayed products.
Mechanism:
* The Custom Action triggers the Product Selection process, with the Search Filter applying criteria to display only the desired subset of products.
Salesforce CPQ Reference:
* Custom Actions and Search Filters are documented as the preferred method to customize product visibility in the Product Selection process .

NEW QUESTION # 172
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?

A. Set the Asset Conversion field value to "One per Quote".
B. Set the Asset Amendment Behavior field value to "Allow Refund".
C. Set the Asset Amendment Behavior field value to "Default
D. Conversion field value to "None".

Answer: B

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 # 173
......

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