CPQ-201 Exam Format | Course Contents | Course Outline | Exam Syllabus | Exam Objectives
Exam Specification: CPQ-201 Salesforce CPQ Admin Essentials for New Administrators
Exam Name: CPQ-201 Salesforce CPQ Admin Essentials for New Administrators
Exam Code: CPQ-201
Exam Duration: 90 minutes
Passing Score: 65%
Exam Format: Multiple-choice
Exam Delivery: Proctored online or at a testing center
Course Outline:
1. Introduction to Salesforce CPQ
- Overview of Salesforce CPQ and its benefits
- Key features and capabilities of Salesforce CPQ
- Introduction to the CPQ administration interface
2. Product Setup and Configuration
- Creating and managing products in Salesforce CPQ
- Configuring pricing rules and discount schedules
- Defining product bundles and options
3. Pricing and Quote Creation
- Managing price lists and price books
- Creating and customizing quote templates
- Configuring quote line editors and quote line fields
4. Quote Calculation and Pricing
- Understanding quote calculation and pricing methods
- Configuring price rules and pricing strategies
- Implementing pricing and discounting formulas
5. Quote Document Generation and Delivery
- Generating and customizing quote documents
- Configuring document templates and merge fields
- Emailing and delivering quotes to customers
6. Contract Management and Renewals
- Setting up contract management in Salesforce CPQ
- Configuring contract templates and terms
- Managing contract renewals and amendments
7. Reporting and Analytics
- Utilizing standard and custom reports in Salesforce CPQ
- Analyzing sales and quoting performance
- Monitoring key metrics and generating dashboards
Exam Objectives:
1. Understand the fundamentals and benefits of Salesforce CPQ.
2. Configure and manage products in Salesforce CPQ.
3. Set up pricing rules and discount schedules.
4. Create and customize quotes using Salesforce CPQ.
5. Calculate and apply pricing and discounts accurately.
6. Generate and deliver quote documents to customers.
7. Manage contracts and renewals in Salesforce CPQ.
8. Utilize reporting and analytics features in Salesforce CPQ.
Exam Syllabus:
Section 1: Introduction to Salesforce CPQ (10%)
- Overview of Salesforce CPQ and its benefits
- Key features and capabilities of Salesforce CPQ
- CPQ administration interface overview
Section 2: Product Setup and Configuration (20%)
- Creating and managing products in Salesforce CPQ
- Configuring pricing rules and discount schedules
- Defining product bundles and options
Section 3: Pricing and Quote Creation (15%)
- Managing price lists and price books
- Creating and customizing quote templates
- Configuring quote line editors and fields
Section 4: Quote Calculation and Pricing (20%)
- Quote calculation and pricing methods
- Configuring price rules and pricing strategies
- Implementing pricing and discounting formulas
Section 5: Quote Document Generation and Delivery (15%)
- Generating and customizing quote documents
- Configuring document templates and merge fields
- Emailing and delivering quotes to customers
Section 6: Contract Management and Renewals (10%)
- Setting up contract management in Salesforce CPQ
- Configuring contract templates and terms
- Managing contract renewals and amendments
Section 7: Reporting and Analytics (10%)
- Utilizing standard and custom reports in Salesforce CPQ
- Analyzing sales and quoting performance
- Monitoring key metrics and generating dashboards
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Question: 52
Universal Containers has a requirement to ensure that Product B is always quoted with Product A in a bundle. The
products are in separate features and there is no clear indication that they must be sold together. They implemented a
Product Validation rule to fulfill this requirement, but received complaints that it was not user friendly.
What other approach should the Admin take to fulfill this requirement?
A. Create an Option Constraint with Type: Add.
B. Create a Configuration Price Rule to add Product
D. Create a Product Selection rule to add Product
F. Create an Option Constraint with Type: Dependency.
Answer: C
Question: 53
What is a valid formula for use in a Price Action where Target Object is Quote Line?
A. SBQQ__Product__r.SBQQ__DiscountSchedule__r.SBQQ__Order__c
B. SBQQ__Product__r.Name
C. SBQQ__Feature__r.SBQQ__Number__c
D. $User.FirstName
Answer: B
Question: 54
Bundle A has four Product Options within Product Feature A: Products A, B, C, and D. When Bundle A is added to a
Quote?
How should the Admin set up a Discount Schedule so that the quantities of all Product Options on this Quote are
aggregate?
A. Set the Discount Schedule on Product Feature A and mark the Cross Products: Checkbox as TRU
C. Set the Discount Schedule on Product Feature A and mark the Cross Products Checkbox as FALS
E. Set the Discount Schedule on the Product Option records and mark the Cross Products checkbox as TRUE
F. Set the Discount Schedule on the Product Option records and mark the Cross Products checkbox as FALSE
Answer: A
Question: 55
A User tries to add a specific product to the quote and has typed the full Product Name into the Product Name search
filter and clicks apply, but does not see the product in the search results.
What is the reason why this product is not displayed?
A. A hidden search filter was set
B. A product rule is firing
C. A quote process is active.
D. Sort Products in Memory is enabled.
Answer: A
Question: 56
The Admin has created the Promotional Discount ABC price rule below.
TABLE Assuming a quote where all conditions form this rule are met, which products on the quote get a discount?
A. Product C
B. Product A, Product B, and Product C
C. Product A and Product C
D. Product B and Product C
Answer: D
Question: 57
Universal Containers needs to set up a bundle so that the sales rep can set some values that apply to the bundle rent,
and others that apply to specific options.
Which two configurations meet this requirement?
A. Use custom product option fields for option-level values.
B. Use configuration attributes for option-level values.
C. Use custom product option fields for bundle-level values.
D. Use configuration attributes for parent-level values.
Answer: A, D
Question: 58
A User forgot to store an Additional Discount at the Quote level while they were in the Line Editor. Rather than going
back in, they have changed the field on the Quotes detail page. After doing so, however, no prices were updated to
reflect the new discount.
Which reason could explain this unexpected behavior?
A. The Additional Discount is only applied to the Amount fields on the Quote.
B. Fields updated outside of the Line Editor do not affect Pricing.
C. The Additional Discount field is not in the Calculating Fields field set.
D. A Price Rule is needed to inject this value into the Quote Lines.
Answer: D
Question: 59
Universal Containers has the following Discount Schedule attached to product L. Product L is a Product Option for
two bundles, A and B. A user at Universal Containers has added both bundles to a Quote. In Bundle A, Product L has
a Quantity of 7. In Bundle B, Product L has a Quantity of 8. On this Quote, however, both Product Options are being
discounted using the second tier in the table above.
Which two actions allow both Product Options to be discounted using the first tier?
A. Set the Aggregation Scope field on the Discount Schedule to None, as well as uncheck Cross Products.
B. Apply a separate discount schedule to the Product Option records in each Bundle.
C. Move Discount Schedule X from Product L to the corresponding Product Option records in each Bundle.
D. Change the Product Option Type for Product L to Related Product in both Bundles.
Answer: AC
Question: 60
Universal Containers wants to prevent a User from putting in a discretionary discount at or above 40 percent on any
quote Line.
How should the Admin implement this restriction?
A. An Alter Product Rule will use an Error Condition against the Quote Line object. The Additional Discount (%)
field will be tested in the Error Condition.
B. An Alert Product Rule will use an Error Condition against the Quote Line object. A Summary Variable will be used
to calculate the maximum discount.
C. A Validation Product Rule will use an Error Condition against the Quote Line object. The Additional Discount (%)
field will be tested in the Error Condition.
D. A Validation Product Rule will use an Error Condition against the Quote Line object. A Summary Variable will be
used to calculate the maximum discount.
Answer: C
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CPQ-201 Salesforce Practice Questions
CPQ-201 Salesforce Practice Questions :: Article Creator32 Reference examine Questions make sure you Ask
A job candidate might also ace the interview, but that doesn’t all the time make them a perfect rent. you can superior remember an applicant’s compatibility together with your company by means of checking their references, especially if you ask the appropriate questions. We’ll share 32 reference check questions that focal point on a candidate’s efficiency and what it become like to manipulate and work alongside them. These questions can aid make sure a successful rent and a valuable new group member.
what's a reference investigate?A reference assess is when an corporation reaches out to individuals who can shed mild on a job candidate’s strengths and speak to their qualifications. These contacts tend to be previous employers however additionally may consist of institution professors, longtime colleagues and other americans widely wide-spread with the applicant’s work.
As an service provider, you may additionally find that reference tests assist paint a full graphic of a possible hire. sadly, people lie on their resumes once in a while and present qualifications they don’t actually possess. if you ask your applicant’s expert references the right questions, you’ll be trained greater about the candidate’s potential and skills than you might from a normal job interview on my own.
Reference verify goals encompass the following:
With all of this information, make sure you have an easier time deciding on which candidates to movement ahead within the hiring technique.
Reference tests can help you prevent hiring horror studies and expensive personnel and management complications.
What guidance when you ask a reference?When setting up your listing of reference verify questions, you should definitely determine the information you are looking to verify about the job candidate. You may well be attracted to the references’ insights about the candidate on these topics:
Some of those subject matters are extra acceptable to discuss with professional references; others may be more relevant to ask personal references. for example, a former supervisor can talk to how neatly a candidate operates as part of a team, while an in depth friend or mentor can describe the candidate’s pursuits, specialties and demeanor.
simply as there are specific questions be sure to by no means ask a job candidate, there are questions that you may’t ask a reference. You must only ask questions that pertain to the job; inappropriate questions can field your business to discrimination claims.
agree with right here problematic questions make sure to on no account ask references:
Gathering references is a crucial step to ensuring you're making the most advantageous hiring choices on your vacant positions. check out these other guidance for hiring the top-rated employees to build your team as simply as viable.
32 reference check questions to askNow that you just know what counsel to request from a reference, you’re able to boost your list of reference verify questions. below are 32 typical reference investigate inquiries to use. You can also feel some don’t follow to your company, but you should communicate along with your hiring supervisor before putting off any questions.
Introductory reference determine questionssimply as you could talk together with your hiring supervisor about probably eliminating definite questions from this listing, you could discuss including other questions. as long as any additional questions shed easy on how your candidate would perform throughout employment with your business and you don’t ask for personal assistance, there’s a great opportunity you’re asking the right questions.
Some candidates may wish more scrutiny than others. Some employers habits history checks to assess job candidates and their credentials.
how to behavior a reference determineif you make a decision to verify references for new hires, put into effect a formal technique at your company. this may streamline the process of obtaining your candidates’ references. From start to finish, your hiring crew may still comply with these steps to conduct a thorough reference investigate:
If an organisation discovers that a job candidate misrepresented their qualifications or lied on their resume, they can rescind the job offer.
Reference tests help employers make first rate hiring decisionsReference tests provide you with an opportunity to fill gaps that come up while you’re attending to know a candidate all the way through the interview manner. speakme to an applicant’s personal references can tell you if they’re the correct healthy and aid you avoid a expensive dangerous appoint. by means of permitting you to find the candidate’s administration style or settling on how they’ll respond beneath force, reference exams can let you know lots greater than an interview on my own.
when you’ve performed reference exams on your entire job candidates, make sure you have all the guidance you need to decide which one is most excellent for the job and attain out with a formal job offer letter. If the candidate accepts, congratulate them and your self — and start your onboarding technique.
Natalie Hamingson contributed to this article.
References
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