Salesforce CPQ-201 Exam Syllabus Topics:

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

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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:

• Configure packages (features, options, option restrictions, configuration attributes) and product rules.
• 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.
• 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.
• Know the CPQ package level configuration and considerations for managed packages.
• Configure user permissions, record types and layouts.
• Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
• 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.
• Configure search filters, sets of fields and customized actions for product selection and configuration.
• Knowledge of native and advanced approvals.

A candidate for this exam will likely need help with:

• Nested citation terms
• Composite summary variable
• Nested packages
• Advanced grouping
• Themes of the advanced estimate model
• 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
• Integration with third party web applications.
• Destination URL in custom actions

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

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

There is no prerequisite for Salesforce CPQ-201 certification.

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CPQ-201 Exam Reference

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