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Salesforce Sales-Admn-202 Exam Syllabus Topics:

Topic
Details

Topic 1

Quote Templates: This section of the exam measures skills of Salesforce Consultants and covers setting up Quote Templates that align with business requirements. It involves configuring layouts and components to generate professional quotes.

Topic 2

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.

Topic 3

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 4

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.

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Salesforce Certified CPQ Administrator Sample Questions (Q159-Q164):

NEW QUESTION # 159
Cloud Kicks (CK) has recently phased out Product Option X and is ne longer actively selling it ta new customers. New customers can sign up for the current Product Option Y Instead.
Management has decided that CK will also migrate existing contracts to this new product versicn at renewal.
'Which steps should the admin take to achieve this?

A. On the Subscription record, change the Product Lookup to refer to the new version of the Product.
B. Use a Price Rule to swap the Product Lookup on Quote Ling when a Renewal Quote Line is genarated.
C. Update the Renewal Product fleld an the Product and Product Optiens, and set the Renewal Forecastcheckbox to TRUE an the Contract record.
D. Leverage a Selection Product Rule ta remave the old Product, and automatically add the new Product,

Answer: C

Explanation:
Requirement:
* Migrate existing contracts to a new Product version upon renewal.
Solution:
* Update the Renewal Product field to specify the new version of the Product.
* Enable the Renewal Forecast checkbox on the Contract to ensure renewal Quotes reference the new Product version.
Why Other Options Are Incorrect:
* B: Changing the Product Lookup on the Subscription directly bypasses standard renewal processes.
* C: Selection Product Rules enforce configurations during quoting but are not suitable for renewals.
* D: Price Rules do not modify Product references during renewal Quotes.
Salesforce CPQ Reference:
* Renewal product management is outlined in the CPQ Subscription and Renewal Guidelines .

NEW QUESTION # 160
At Universal Containers, the Fulfillment team requires that Order Item dates reflect when orders are created, rather than Quote Line start dates, because there can be gaps between anticipated versus actual start dates. At the same time, the Account Management team wants to ensure that all items from one order appear on one contract. What are two ways the CPQ specialist can meet these requirements? (Choose 2 answers)

A. Set Contracting Method on the Order to Single Contract.
B. Set Order Product Date to Today when the record is created using Process Builder.
C. Set Quote Contracting Method to By Subscription End Date.
D. Set package Default Order Start Date to Today.

Answer: A,B

Explanation:
For the Fulfillment team's requirement, Order Item dates need to reflect the order creation date rather than Quote Line start dates. Option C achieves this by using Process Builder to set the Order Product Date to
"Today" upon record creation, overriding any inherited Quote Line dates. For the Account Management team' s requirement, all items from one order must appear on a single contract. Option A accomplishes this by setting the Contracting Method on the Order to "Single Contract," ensuring all order products are grouped under one contract regardless of subscription terms. Option B (Default Order Start Date) is a package-level setting that doesn't directly apply to individual order items. Option D (Quote Contracting Method) affects quote-to-contract mapping but doesn't ensure order-based consolidation. Salesforce CPQ documentation supports these configurations for date and contract control.
References: Salesforce CPQ Documentation - "Order Management" and "Contracting Methods".

NEW QUESTION # 161
When amending a contract, users have reported that the net pricing of some products is incorrect. The admin has done a preliminary investigation and found that the issue only happens on existing products when the quantity is adjusted. What is the likely cause?

A. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
B. A Price Rule is firing On Calculate and changing the Effective Quantity.
C. The Revised Quantity has been set on the Subscription record.
D. The products have a Discount Schedule and Cross Order is unselected.

Answer: D

Explanation:
When amending a contract in Salesforce CPQ, the net pricing of products can sometimes appear incorrect, especially when quantities are adjusted on existing subscriptions. The "Revised Quantity" field on the Subscription record is used during amendments to reflect the updated quantity of a subscription product after the amendment. If this field is set incorrectly or unexpectedly (e.g., manually or via automation), it can override the expected quantity and cause discrepancies in pricing calculations, especially for existing products. This aligns with the scenario where the issue only occurs when quantities are adjusted on existing products. Option B (Price Rule firing On Calculate) could affect pricing but typically wouldn't target only existing products or cause quantity-specific issues unless explicitly designed to do so. Option C (Price Rule firing Before Calculate) might alter pricing but wouldn't directly tie to quantity adjustments on amendments.
Option D (Discount Schedule with Cross Order unselected) affects pricing tiers but isn't directly related to amendment quantity adjustments. Per Salesforce CPQ documentation, the "Revised Quantity" field is a key factor in amendment scenarios impacting pricing consistency.
References: Salesforce CPQ Documentation - "Amending Subscriptions" and "Subscription Fields" (Revised Quantity).

NEW QUESTION # 162
Universal Container (UC) has a required Configuration Attribute for color on all containers it sells. UC wants to display the Color of the containers in the output document.
On which objects will the Admin need to create the Color field to meet this requirement?

A. Product, Quote Line.
B. Product Option, Quote Line.
C. Product, Product Option.
D. Quote Line, Asset.

Answer: B

Explanation:
Requirement:
* The Color of containers (a Configuration Attribute) must be displayed in the output document.
Solution:
* Create a Color field:
* On Product Option: Captures the color selection during configuration.
* On Quote Line: Ensures the selected color is carried forward to the quote document.
Why Other Options are Incorrect:
* B, D: These options do not account for both configuration and quote visibility requirements.
* C: The Product object alone cannot store configuration-specific selections like color.
Salesforce CPQ Reference:
* Configuration Attributes and their linkage to Quote Lines are documented in CPQ guidelines .

NEW QUESTION # 163
Universal Containers (UC) licenses shipping software that is sold for a fixed price based on each quantity tier as seen in the table below. For example, buying eight licenses would cost a total of $1,800 rather than multiplying unit price by quantity. Further discounts on this product are unavailable.

Which three steps should the Admin take to set up this pricing? Choose 3 answers

A. Create a Slab Discount Schedule for the Product for each quantity tier with a different discount for each tier.
B. Set Non-Discountable to True on the Product record.
C. Set Pricing Method to Fixed Price on the Product record.
D. Set Pricing Method to Block on the Product record.
E. Create Block Pricing records on the Product for each quantity tier with a different discount for each tier.

Answer: B,D,E

Explanation:
Requirement:
* Use fixed pricing for quantity tiers without additional discounts.
Solution Steps:
* B: Marking the product as Non-Discountable prevents additional discounts.
* D: Set the Pricing Method to Block to define fixed prices per quantity tier.
* E: Create Block Pricing records to define fixed prices for each quantity tier (e.g., 1-5 licenses = $1,000).
Why Other Options Are Incorrect:
* A: Fixed Price is not suitable for tiered pricing.
* C: Slab Discount Schedules are not used for block pricing.
Salesforce CPQ Reference:
* Tiered and Block Pricing setups are detailed in Pricing Configuration .

NEW QUESTION # 164
......

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