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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.

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:

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

A candidate for this exam will likely need help with:

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

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

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

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

There is no prerequisite for Salesforce CPQ-201 certification.

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There is the cost of Salesforce CPQ-201 Exam

The price of CPQ-201exam is $200 USD.

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Salesforce CPQ-201 Exam Syllabus Topics: