PDF VersionFollowing 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:
- 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.
- 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).
- Configure a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
- Use the order and the procurement process.
- Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
- Configure user permissions, record types and layouts.
- Solve problems and solve basic product rules, pricing problems and data flow.
- In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
- Manage products, price lists and list items.
- Knowledge of native and advanced approvals.
A candidate for this exam will likely need help with:
- Composite summary variable
- Themes of the advanced estimate model
- Nested packages
- Advanced grouping
- Block with discount program
- 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
- CPQ add-ons
- Destination URL in custom actions
- Legacy data management
- Integration with third party web applications.
- billing
- 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
- Sales operations
- IT
- services
- Implementation consultant
There is no prerequisite for Salesforce CPQ-201 certification.
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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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