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.

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

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.
• Know the CPQ package level configuration and considerations for managed packages.
• 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).
• Configure user permissions, record types and layouts.
• 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 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.
• Use the order and the procurement process.
• Configure packages (features, options, option restrictions, configuration attributes) and product rules.

A candidate for this exam will likely need help with:

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

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

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

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

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

There is no prerequisite for Salesforce CPQ-201 certification.

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