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There are topics of Salesforce CPQ-201 Exam
Candidates must know the exam topics before they start of preparation. Because it will really help them in hitting the core. Our CPQ-201 exam dumps will include the following topics:
- Approvals: 4%
- Products: 11%
- CPQ Platform: 23%
- Bundle Configurations: 17%
- Product Selection: 7%
- Orders, Contracts, Amendments, and Renewals: 15%
- Quote Templates: 7%
- Pricing: 16%
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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:
- In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
- 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.
- Configure packages (features, options, option restrictions, configuration attributes) and product rules.
- Solve problems and solve basic product rules, pricing problems and data flow.
- Manage products, price lists and list items.
- 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.
- Configure search filters, sets of fields and customized actions for product selection and configuration.
- Use the order and the procurement process.
- Know the CPQ package level configuration and considerations for managed packages.
- Knowledge of native and advanced approvals.
A candidate for this exam will likely need help with:
- Nested packages
- Themes of the advanced estimate model
- Advanced grouping
- Nested citation terms
- Composite summary variable
- 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:
- Legacy data management
- Manage Force.com, Visualforce pages, APEX or JavaScript classes
- Custom model content
- billing
- CPQ add-ons
- Destination URL in custom actions
- Integration with third party web applications.
Typical job roles that a Salesforce CPQ Admin Essentials for New Administrators Candidate may have:
- services
- Technical architect
- Sales operations
- IT
- Implementation consultant
There is no prerequisite for Salesforce CPQ-201 certification.
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Salesforce CPQ-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Products | 11% | - Product attributes and field management - Product catalog and price book setup - Price book entries and list pricing |
| Topic 2: Bundle Configurations | 17% | - Product rules: validation, selection, filtering - Option constraints and selection rules - Configurable bundles, features and options |
| Topic 3: Approvals | 4% | - Native approval processes - Approval rule design and troubleshooting - Advanced Approvals configuration |
| Topic 4: Orders, Contracts, Amendments and Renewals | 15% | - Order generation and activation - Contract creation and management - Subscription and renewal processes - Amendment and change quotes |
| Topic 5: Pricing | 16% | - Percent-of-total and custom pricing - Pricing methods: list, cost, contracted, subscription - Quote line pricing calculation - Discount schedules and block pricing |
| Topic 6: CPQ Platform | 23% | - Price rules, formula fields and quote calculation sequence - Multi-currency and localization setup - Object data model and relationships - Package-level configuration and settings - Permissions, record types, layouts and field sets |
| Topic 7: Quote Templates | 7% | - Quote terms, line columns and formatting - Dynamic content and merge fields - Template structure and content sections |



