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.
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 a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
- Configure user permissions, record types and layouts.
- In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
- Manage products, price lists and list items.
- Configure packages (features, options, option restrictions, configuration attributes) and product rules.
- Knowledge of native and advanced approvals.
- Use the order and the procurement process.
- Know the CPQ package level configuration and considerations for managed packages.
- Solve problems and solve basic product rules, pricing problems and data flow.
- Configure search filters, sets of fields and customized actions for product selection and configuration.
- Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
- Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
A candidate for this exam will likely need help with:
- Composite summary variable
- Block with discount program
- Themes of the advanced estimate model
- Nested citation terms
- Advanced grouping
- Nested packages
A Salesforce CPQ Admin Essentials for New Administrators candidate for this exam is not expected to know or do the following:
- CPQ add-ons
- Custom model content
- Destination URL in custom actions
- Integration with third party web applications.
- Legacy data management
- Manage Force.com, Visualforce pages, APEX or JavaScript classes
- billing
Typical job roles that a Salesforce CPQ Admin Essentials for New Administrators Candidate may have:
- services
- Sales operations
- IT
- Technical architect
- Implementation consultant
There is no prerequisite for Salesforce CPQ-201 certification.
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Salesforce CPQ-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Pricing | 16% | - Quote line pricing calculation - Percent-of-total and custom pricing - Pricing methods: list, cost, contracted, subscription - Discount schedules and block pricing |
| CPQ Platform | 23% | - Permissions, record types, layouts and field sets - Object data model and relationships - Price rules, formula fields and quote calculation sequence - Multi-currency and localization setup - Package-level configuration and settings |
| Products | 11% | - Product catalog and price book setup - Product attributes and field management - Price book entries and list pricing |
| Bundle Configurations | 17% | - Configurable bundles, features and options - Option constraints and selection rules - Product rules: validation, selection, filtering |
| Quote Templates | 7% | - Dynamic content and merge fields - Template structure and content sections - Quote terms, line columns and formatting |
| Orders, Contracts, Amendments and Renewals | 15% | - Contract creation and management - Order generation and activation - Subscription and renewal processes - Amendment and change quotes |
| Approvals | 4% | - Advanced Approvals configuration - Approval rule design and troubleshooting - Native approval processes |
