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Salesforce CPQ-201 Exam

Salesforce CPQ Admin Essentials for New Administrators exam measures a candidate's knowledge and skills in relation to the following objectives. A candidate must have practical experience in CPQ and demonstrate knowledge and experience in the CPQ platform, establish configurations, prices, offer models, product selection, orders, contracts, changes and renewals, products and approvals.

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There are topics of Salesforce CPQ-201 Exam

Candidates must know the exam topics before they start of preparation. Because it will really help them in hitting the core. Our CPQ-201 exam dumps will include the following topics:

  • Product Selection: 7%
  • Products: 11%
  • Bundle Configurations: 17%
  • Approvals: 4%
  • Orders, Contracts, Amendments, and Renewals: 15%
  • Quote Templates: 7%
  • Pricing: 16%
  • CPQ Platform: 23%

Following are the requirements of Salesforce CPQ-201 Exam

The Salesforce CPQ Admin Essentials for New Administrators has experience with the Salesforce CPQ platform, CPQ terminology and can solve basic platform problems and problems.

The Salesforce CPQ Admin Essentials for New Administrators generally has one year of experience in a CPQ specialist position. The Salesforce CPQ Admin Essentials for New Administrators candidate has experience with the Salesforce CPQ solution and has the skills and knowledge of the following concepts:

  • Configure search filters, sets of fields and customized actions for product selection and configuration.
  • Solve problems and solve basic product rules, pricing problems and data flow.
  • Configure packages (features, options, option restrictions, configuration attributes) and product rules.
  • Know the CPQ package level configuration and considerations for managed packages.
  • Knowledge of native and advanced approvals.
  • Configure a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
  • Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
  • In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
  • Configure user permissions, record types and layouts.
  • Manage products, price lists and list items.
  • Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
  • Use the order and the procurement process.

A candidate for this exam will likely need help with:

  • Nested citation terms
  • Advanced grouping
  • Block with discount program
  • Composite summary variable
  • Nested packages
  • Themes of the advanced estimate model

A Salesforce CPQ Admin Essentials for New Administrators candidate for this exam is not expected to know or do the following:

  • Custom model content
  • Legacy data management
  • Destination URL in custom actions
  • billing
  • CPQ add-ons
  • Manage Force.com, Visualforce pages, APEX or JavaScript classes
  • Integration with third party web applications.

Typical job roles that a Salesforce CPQ Admin Essentials for New Administrators Candidate may have:

  • Implementation consultant
  • Technical architect
  • Sales operations
  • services
  • IT

There is no prerequisite for Salesforce CPQ-201 certification.

Reference: https://trailhead.salesforce.com/en/academy/classes/cpq201-salesforce-cpq-admin-essentials-for-new-administrators/

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Salesforce CPQ-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Products and Bundles32%- Product setup and bundle configurations
- Configuration attributes
- Product rules and option constraints
Topic 2: Approvals4%- Approval processes and advanced approvals
Topic 3: Pricing and Discounts16%- Pricing methods and discount schedules
- Tiered pricing models
- Price rules and contracted prices
Topic 4: Quote Templates7%- Line item sections and line columns
- Quote template design
Topic 5: CPQ Platform39%- Permissions and UI setup
- CPQ data flow and troubleshooting
- Amendments and renewals

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