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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/

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To pass the CPQ-201 exam, candidates will need to demonstrate their knowledge of a variety of topics related to Salesforce CPQ. This includes understanding the functionality of the Salesforce CPQ tool, as well as how to configure and customize it to meet specific business needs. Candidates will also need to know how to troubleshoot and resolve issues within the Salesforce CPQ platform.

Salesforce CPQ-201 exam covers a range of topics, including product configuration, pricing and discounting models, quote management, and contract management. It also covers topics such as data migration, integration, and customization, which are important skills for any Salesforce administrator to have. CPQ-201 exam is designed to test the candidate’s ability to implement and configure Salesforce CPQ in a way that meets the requirements of their organization.

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Salesforce CPQ-201 Exam Syllabus Topics:

SectionWeightObjectives
CPQ Platform23%- Package-level configuration and settings
- Multi-currency and localization setup
- Object data model and relationships
- Permissions, record types, layouts and field sets
- Price rules, formula fields and quote calculation sequence
Approvals4%- Native approval processes
- Advanced Approvals configuration
- Approval rule design and troubleshooting
Bundle Configurations17%- Product rules: validation, selection, filtering
- Option constraints and selection rules
- Configurable bundles, features and options
Products11%- Price book entries and list pricing
- Product attributes and field management
- Product catalog and price book setup
Pricing16%- Quote line pricing calculation
- Percent-of-total and custom pricing
- Pricing methods: list, cost, contracted, subscription
- Discount schedules and block pricing
Quote Templates7%- Dynamic content and merge fields
- Quote terms, line columns and formatting
- Template structure and content sections
Orders, Contracts, Amendments and Renewals15%- Subscription and renewal processes
- Order generation and activation
- Contract creation and management
- Amendment and change quotes

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