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Salesforce CPQ Admin Essentials for New Administrators Practice Test

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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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Salesforce CPQ Admin Essentials for New Administrators
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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?
1. Create an Option Constraint with Type: Add.
2. 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?
1. SBQQ Product r.SBQQ DiscountSchedule r.SBQQ Order c
2. SBQQ Product r.Name
3. SBQQ Feature r.SBQQ Number c
4. $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
1. Set the Discount Schedule on the Product Option records and mark the� Cross Products� checkbox as TRUE
2. 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?
1. A hidden search filter was set
2. A product rule is firing
3. A quote process is active.
4. �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?
1. Product C
2. Product A, Product B, and Product C
3. Product A and Product C
4. 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?
1. Use custom product option fields for option-level values.
2. Use configuration attributes for option-level values.
3. Use custom product option fields for bundle-level values.
4. 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 Quote�s detail page. After doing so, however, no prices were updated to reflect the new discount.
Which reason could explain this unexpected behavior?
1. The Additional Discount is only applied to the Amount fields on the Quote.
2. Fields updated outside of the Line Editor do not affect Pricing.
3. The Additional Discount field is not in the Calculating Fields field set.
4. 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?
1. Set the Aggregation Scope field on the Discount Schedule to None, as well as uncheck Cross Products.
2. Apply a separate discount schedule to the Product Option records in each Bundle.
3. Move Discount Schedule X from Product L to the corresponding Product Option records in each Bundle.
4. 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?
1. 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.
2. 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.
3. 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.
4. 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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Salesforce CPQ Admin Essentials for New Administrators Practice Test

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