Salesforce CPQ-201 : Salesforce CPQ Admin Essentials for Experienced Administrators Exam

Salesforce CPQ-201 Exam Syllabus Topics:

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

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CPQ-201 Exam Reference

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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:

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

A candidate for this exam will likely need help with:

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

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

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

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

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

There is no prerequisite for Salesforce CPQ-201 certification.

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