CPQ-211 Exam Format | Course Contents | Course Outline | Exam Syllabus | Exam Objectives
Exam Specification: CPQ-211 Salesforce CPQ Admin Essentials for Experienced Administrators
Exam Name: CPQ-211 Salesforce CPQ Admin Essentials for Experienced Administrators
Exam Code: CPQ-211
Exam Duration: 90 minutes
Passing Score: 65%
Exam Format: Multiple-choice
Exam Delivery: Proctored online or at a testing center
Course Outline:
1. Advanced Product Configuration
- Configuring complex product rules and dependencies
- Implementing guided selling and product search filters
- Managing advanced product attributes and options
2. Pricing and Discounting Strategies
- Designing and implementing advanced pricing strategies
- Utilizing advanced discounting methods and capabilities
- Configuring pricing waterfall and discount schedules
3. Quote Templates and Document Generation
- Customizing quote templates with advanced formatting and branding
- Creating dynamic quote templates using advanced merge fields
- Implementing custom actions and buttons in quote templates
4. Contracting and Renewals Automation
- Streamlining contract management processes with automation
- Creating contract templates with advanced clauses and terms
- Automating contract renewals and amendments
5. Customization and Extension
- Implementing custom logic using Apex and Visualforce
- Creating custom fields, objects, and workflows in Salesforce CPQ
- Integrating Salesforce CPQ with other systems using APIs
6. Performance Optimization and Scalability
- Optimizing Salesforce CPQ for performance and scalability
- Managing large data volumes and system resources
- Implementing batch processing and asynchronous operations
7. Analytics and Reporting
- Designing and creating advanced reports and dashboards
- Analyzing sales and quoting data for insights and decision-making
- Utilizing Salesforce Einstein Analytics with Salesforce CPQ
Exam Objectives:
1. Configure advanced product configuration rules and dependencies.
2. Implement advanced pricing and discounting strategies.
3. Customize quote templates with advanced formatting and branding.
4. Automate contracting and renewals processes in Salesforce CPQ.
5. Extend Salesforce CPQ functionality through customization and integration.
6. Optimize performance and scalability of Salesforce CPQ.
7. Utilize advanced analytics and reporting features in Salesforce CPQ.
Exam Syllabus:
Section 1: Advanced Product Configuration (20%)
- Configuring complex product rules and dependencies
- Implementing guided selling and product search filters
- Managing advanced product attributes and options
Section 2: Pricing and Discounting Strategies (20%)
- Designing and implementing advanced pricing strategies
- Utilizing advanced discounting methods and capabilities
- Configuring pricing waterfall and discount schedules
Section 3: Quote Templates and Document Generation (15%)
- Customizing quote templates with advanced formatting and branding
- Creating dynamic quote templates using advanced merge fields
- Implementing custom actions and buttons in quote templates
Section 4: Contracting and Renewals Automation (15%)
- Streamlining contract management processes with automation
- Creating contract templates with advanced clauses and terms
- Automating contract renewals and amendments
Section 5: Customization and Extension (15%)
- Implementing custom logic using Apex and Visualforce
- Creating custom fields, objects, and workflows in Salesforce CPQ
- Integrating Salesforce CPQ with other systems using APIs
Section 6: Performance Optimization and Scalability (10%)
- Optimizing Salesforce CPQ for performance and scalability
- Managing large data volumes and system resources
- Implementing batch processing and asynchronous operations
Section 7: Analytics and Reporting (5%)
- Designing and creating advanced reports and dashboards
- Analyzing sales and quoting data for insights and decision-making
- Utilizing Salesforce Einstein Analytics with Salesforce CPQ
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Question: 72
The Admin wants quote Terms to display on an output document which includes existing admin-created sections.
Which object records should the Admin create for the output document?
A. Quote Term, Template Section, Terms and Conditions
B. Quote Term, Template Content with Type set to HTML, Template Section
C. Quote Term, Template Content with Type set to Quote Terms, Terms and Conditions
D. Quote Term, Template Content with Type set to Quote Terms, Template Section
Answer: D
Question: 73
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: 74
An Admin at Universal Containers wants to map configuration attribute values to the quote line in a customers
product catalog. Assuming the field mapping is correct, which setup will prevent the configuration attribute value from
being stored on the non-bundle quote line?
A. On the Configuration Attribute, Apply to Product Options is not selected.
B. A selection rule is being used to hide a configuration attribute value.
C. On the Configuration Attribute, Hidden is selected.
D. The user chose a configuration attribute value that cannot be mapped.
E. Create a cross-object formula field that stores the Product Fields value in the Quote Line field.
Answer: A
Question: 75
An Admin has made numerous changes to a Template Content record over the course of a day, and now finds that the
Failed to Load PDF error message appear when the output document is generated.
Which steps should the Admin perform to diagnose the error?
A. Copy and paste the content into a text editor and run a syntax checker, modify and replace HTML until the
template renders.
B. Clone the record, reference the clone in place of the original record, then delete elements (such as table rows) until
the template renders.
C. Download the template content via Dataloader and analyze the HTML source, modify and replace HTML until the
template renders.
D. Edit the template content and view as source, then modify HTML until clicking Check Syntax results in NO
Errors
Answer: B
Question: 76
Universal Containers wants to apply different Discount Schedules depending on the currency of the Quote, how should
the Admin set this up?
A. Create a Lookup Relationship on the Quote to the Discount Schedule for the user to populate.
B. Using a Price Rule, Inject the ID of the Discount Schedule sourced from a formula field on the Quote Line.
C. Modify the Discount Schedule formula field on the Quote Line to reference the IDs of your Discount Schedules.
D. Create a Discount Schedule for each currency in the related list on the Product.
Answer: B
Question: 77
Universal Containers (UC) wants to set up four separate Template Sections. UC also wants each of these sections to
render on its own page, no matter if the text field fills an entire page or not.
Which two will determine how the page breaks?
A. Under the Page Break picklist, select the After option on each of the first three Template Sections.
B. Under the Keep with Previous picklist, select the Always option on each of the Template Sections.
C. Under the Keep Separate picklist, select the Always option on each of the Template Sections.
D. Under the Page Break picklist, select the Before option on each of the last three Template Sections.
Answer: AD
Question: 78
Universal Containers has a quote with the following Process Inputs. The Admin wants questions that change
dynamically based on answers to previous questions. For the first question, if the answer to What business problem
are you solving is: Consolidated IT, then Server Types should be shown as the only next question. If the answer is
Manage Time & Express, then Deployment Options and Commercial Segment should be shown and Server Types
should be hidden.
How should the quote process be set up to meet this requirement?
A. Create a Process Input Condition on Business Solution where Server Types equals Consolidated I
B. Create a Process Input Condition on Deployment Options and Commercial Segment where Business Solutions
equals Manage Time & Expense.
C. Create a Process Input Regulation on Server Types where Business Solution equals Consolidated I
D. Create a Process Input Regulation on Deployment Options and Commercial Segment where Business Solutions
equals Manage Time & Expense.
E. Create a Process Input Condition on Server Types where Business Solution equals Consolidated I
F. Create a Process Input Condition on Deployment Options and Commercial Segment where Business Solutions
equals Manage Time & Expense.
G. Create a Process Input Condition on Server Types Where Business Solution equals Consolidated I
H. Create a Process Input Regulation on Deployment Options and Commercial Segment where Business Solutions
equals Manager Time & Expense.
Answer: C
Question: 79
The Admin at Universal Containers is setting up permissions for internal sales Users. In addition to assigning the
Salesforce CPQ User permission set, for which objects do the Users need Read, Create, Edit, Delete permissions?
A. Quote Template, Template Content, Template Section, Line Column
B. Quote, Quote Line, Quote Line Group, Quote Document
C. Price Rule, Price Action, Price Condition, Lookup Query
D. Discount Category, Discount Schedule, Discount Tier, Term Schedule
Answer: B
Question: 80
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
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