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Salesforce Sales-Admn-202 Exam Syllabus Topics:

TopicDetails
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
  • 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
  • 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 4
  • 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 5
  • 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 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.

Salesforce Certified CPQ Administrator Sample Questions (Q194-Q199):

NEW QUESTION # 194
Universal Containers uses Contracted Pricing to set pricing for specific distributors and those distributors' business units (child accounts). Product A has a product family of Storage and a list price of $300. The parent account has a Contracted Price set to $200 and a filter based on the product family of Storage. Which two ways can the Admin set Product A back to list price on a business unit account?

Answer: A,B

Explanation:
Requirement:
* Set Product A's price back to its List Price ($300) for a business unit account while ignoring parent account contracted pricing.
Solution Steps:
* Option B: Create a new contracted price record for Product A at $300 for the business unit account.
* Option D: Mark the Ignore Parent Contracted Prices checkbox as TRUE on the business unit account to override inherited contracted pricing.
Why Other Options Are Incorrect:
* A: This would affect all contracted prices under the parent account, which is not the desired behavior.
* C: Creating a new contracted price with Ignore Parent Contracted Prices set to TRUE is redundant; the account-level setting (D) achieves this.
Salesforce CPQ Reference:
* Contracted Pricing functionality, including parent-child account handling, is outlined in CPQ Pricing Guidelines .


NEW QUESTION # 195
Universal Containers has a new eco-friendly business line, and wants to create a subset of products that include those tagged as eco-friendly, and those that are bundles. When quoting on Opportunities that are flagged as eco-friendly, the sales reps should see only those products when they click Add Products.
However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, even if the Opportunity is flagged as eco-friendly.
Which strategy should UC apply?

Answer: A

Explanation:
To manage a subset of eco-friendly products for opportunities flagged as eco-friendly while allowing flexibility to include all bundles, follow these steps:
Step 1: Create a Filter Product Rule
Filter Product Rules help define dynamic filtering of products displayed during the quoting process.
* Navigate to Product Rules
* Go to Salesforce Setup # Product Rules and click New.
* Set the Type to Filter and define a clear Name such as "Eco-Friendly Product Filter."
* Configure the Filter Logic
* Define the conditions to identify eco-friendly and bundle products.
* Use the Conditions related list to target the relevant product fields (e.g., a custom checkbox for eco-friendly products and a type field for bundles).
* Example condition:
* Field = Eco-Friendly Checkbox
* Operator = Equals
* Value = True
Step 2: Set up the Product Action
Product Actions define what the rule does when triggered.
* Add a Product Action
* In the Product Rule, go to the Product Actions related list and click New.
* Set the Type to Optional Filter. This allows the system to apply the filter by default but enables users to remove the filter and see all bundles.
* Link to Add Products Button
* Make sure this action links to the Add Products custom action.
Step 3: Ensure Opportunity Integration
The Opportunity flagged as eco-friendly must drive this behavior.
* Custom Field Dependency
* Ensure the Opportunity has a field (e.g., Eco-Friendly Checkbox) that can be referenced in the Filter Product Rule or through a related custom formula on the Quote.
* Dynamic Behavior
* When the Opportunity is flagged, the filter is applied dynamically, displaying only eco-friendly and bundle products in the Add Products dialog.
Step 4: Test and Validate
* Test the behavior by flagging different Opportunities as eco-friendly and verifying the Add Products functionality:
* Eco-Friendly flag # Default to eco-friendly products and bundles.
* No flag # All products, including non-eco-friendly bundles, are shown.
Additional Considerations:
* Search Filter IntegrationThe Search Filter can complement this approach by providing additional options for users to refine their selections further.
* User TrainingTrain sales reps on how to toggle the filter manually if needed.
This setup allows Universal Containers to meet its business objectives while maintaining flexibility for its sales team.


NEW QUESTION # 196
Cloud Kicks (CK) uses Salesforce CPQ to streamline its sales process for customers, partners, and distnbutors. As part of CK's implementation, sales reps are able to specify a Partner Discount within the Quote Line Editor.
Sales reps are reporting the Quote and Quote Lines' prices fail to recalculate automatically after a value is entered or changed m the Partner Discount field. The reps must press the Save or Quick Save button manually to trigger the calculation instead. How can the consultant ensure the real-time calculation is triggered in response to field changes within the Quote Une Editor?

Answer: D

Explanation:
Real-Time Calculation:
* The Calculate Immediately field in CPQ ensures that pricing calculations occur automatically when changes are made in the Quote Line Editor without requiring manual saving.
Field Behavior:
* Enabling this field configures CPQ to detect changes to the Partner Discount or other relevant fields and trigger real-time recalculations.
Salesforce CPQ Reference:
* Configuration settings for real-time pricing calculations are documented in the Pricing and Calculation Package Settings .


NEW QUESTION # 197
Universal Conditions wants its users to be able to apply Additional Discounts in the Line Editor at both the Quote and Group level.
Which two steps should the Admin take to fulfil this requirement? Choose 2 answers

Answer: A,B

Explanation:
Requirement Overview:
* Admin needs to enable Additional Discounts at both the Quote and Group levels in the Line Editor.
Solution Steps:
* For the Quote Object:
* Navigate to Setup > Object Manager > Quote.
* Locate the Line Editor Field Set.
* Add the Additional Disc. (%) field to the field set.
* For the Quote Line Group Object:
* Navigate to Setup > Object Manager > Quote Line Group.
* Locate the Line Editor Field Set.
* Add the Additional Disc. (%) field to the field set.
Testing:
* Open the Quote Line Editor and confirm the visibility of the Additional Discount fields at both levels.


NEW QUESTION # 198
Which two objects could a Discount Schedule be applied to and take precedence over the Discount Schedule identified in a Product Feature?
Choose 2 answers

Answer: B,C

Explanation:
Hierarchy of Discount Schedule Application:Salesforce CPQ applies Discount Schedules based on object precedence.
* Contracted Price: Overrides Discount Schedules at the Product or Feature level when specific pricing agreements are in place for an Account.
* Product Option: A Discount Schedule on a Product Option takes precedence over one defined at the Product Feature level.
Key Configurations:
* Contracted Price: Navigate to the Contracted Price record and add the Discount Schedule.
* Product Option: Assign the Discount Schedule on the Product Option record.
Validation:
* Test configurations to confirm the Discount Schedule is applied at the appropriate level and overrides the Feature-level Discount Schedule.


NEW QUESTION # 199
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