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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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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:

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

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

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

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

• Technical architect
• Implementation consultant
• 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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CPQ-201 Exam Reference

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