Exam: Sales-Admn-202
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Exam Overview
The Sales-Admn-202 exam corresponds to the Salesforce Certified CPQ
Administrator / CPQ Specialist credential.
The certification validates your ability to design, build, and implement quoting
flows using the Salesforce CPQ package.
There is no strict prerequisite required by Salesforce, but having the standard
Salesforce Administrator certification or equivalent experience is strongly
recommended.
The exam is divided into several topic domains (modules) covering CPQ
functionality.
Key Details
Salesforce CPQ Administrator
Focus:
Sales administration workflows, order management, billing operations, and
customer account processes.
Preparation:
Requires dedicated study and practice, as the exam is notoriously difficult.
Content:
The exam content is designed to assess your knowledge and ability to handle
various sales administration scenarios effectively.
How to Find More Information
For official details and to confirm the most current information, it's best to:
Visit the official Salesforce website: Search for "Salesforce CPQ Administrator
exam" to find the official exam guide and blueprint, which will provide a
comprehensive overview of the exam's content and objectives.
Exam Topics / Modules & Weightage
According to multiple guides and the official Salesforce CPQ certification
information, the exam covers eight (or more) topic areas.
Below is a consolidated list and what you should expect to study under each.
Topic / Domain Key Subtopics / What You Need to Know
Product Configuration & Price Rules Setting up products, bundles, options;
product feature configuration; price rules (advanced and simple)
Quote & Order Process Quote templates, quote-to-order flow, quote metrics, order
management after quote acceptance
Discounting & Approvals Discounting behavior, constraints, tolerances; using
native or advanced approval processes in CPQ
Configuration Attributes & Advanced Rules Use of attributes, lookup queries,
advanced conditional logic, nested rules
Pricing & Costing Price types (list, cost, discount), markups, cost & margin
calculations
Contracts, Amendments & Renewals Managing contract terms, amendments, renewals,
versioning of quotes/contracts
Advanced CPQ Features & Integrations Scripting (if applicable), custom code, API
integrations, advanced use cases
Testing, Deployment & Troubleshooting Best practices for testing CPQ
configurations, diagnosing issues, deployment between orgs
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QUESTION 1
An Admin creates a Search Filter for Product Code that has a predefined
Filter Value of Green and an operator of oestarts with .
If the Search Filter is visible, how can sales reps interact with the filter on
the Product Selection screen?
A. Sales reps can replace the text, but are unable to leave the required field
blank.
B. Sales reps can change the operator from oestarts with to oecontains .
C. Sales reps can see the filter, but are unable to alter the filter text.
D. Sales reps can delete the text to ignore the filter.
Answer: D
Explanation:
In Salesforce CPQ, when search filters are configured with predefined values and
visible to sales reps,
their interaction with the filter is determined by the filters configuration and
available operators.
The behavior described here is tied to Search Filters in the Product Selection
screen, which allow
users to refine the list of displayed products based on specific criteria.
Search Filter Configuration:
Predefined Filter Value: Here, the filter is set with a value ("Green").
Operator: The operator oestarts with limits the search to product codes
beginning with the text "Green."
Sales Rep Interaction with the Filter:
The visibility of the search filter enables sales reps to view and interact with
the criteria during product selection.
Specifically, sales reps have the ability to delete the predefined text to
ignore the filter and retrieve a
broader or unrestricted product list.
Documentation Alignment:According to Salesforce CPQ guidelines (as referenced in
the Salesforce
CPQ package settings and user behaviors), if filters are not marked as
"required," users can remove
or modify the filter values dynamically. This is designed to offer flexibility
during quoting while
maintaining filter defaults for ease of use.
The interaction described above aligns with Salesforce CPQ's behavior regarding
visible search filters,
emphasizing that sales reps can clear the filter text unless restricted by
additional customization.
Use Case Reference:
When a sales rep begins a quote and searches for products, the filter defaults
to "Green."
If the rep does not want to limit the product search to codes starting with
"Green," they can simply
remove the text and refresh the results.
Relevant Salesforce CPQ Reference:
Search Filters in the Quote Line Editor section of CPQ documentation .
Guidelines for Search Filter Configuration and behaviors when visible filters
are not required .
QUESTION 2
Users at Universal Containers have reported when amending a contract, the net
pricing of some products is incorrect.
The Admin has done a preliminary investigation and found that the issue only
happens on existing products when their quantity is adjusted. What is the likely
cause?
A. The Revised Quantity has been set on the Subscription record.
B. The Products have a Discount Schedule and Cross Order is not selected.
C. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
D. A Price Rule is firing On Calculate and changing the Effective Quantity.
Answer: B
Explanation:
Background Context:When amending a contract in Salesforce CPQ, issues with net
pricing arise if the
amendment impacts existing subscription products. Subscription products often
rely on Discount
Schedules for calculating discounts, especially when quantity changes. The
"Cross Order" field on
Discount Schedules ensures discounts account for cumulative quantities across
multiple orders or contracts.
Problem Analysis:
The reported issue involves incorrect net pricing specifically when the quantity
of existing products is
adjusted during contract amendments.
This aligns with the functionality of Discount Schedules, where the total
quantity determines the
discount applied. Without "Cross Order" enabled, Salesforce CPQ considers only
the current order's
quantities rather than aggregating across orders.
Root Cause Identification:
Discount Schedule and Cross Order:If the Discount Schedule associated with these
products does not
have "Cross Order" enabled, any amendments won't consider cumulative quantities.
Instead, the
system recalculates based on only the new or adjusted quantities, leading to
incorrect net pricing.
Supporting Evidence:
Salesforce documentation highlights that Cross Order must be selected in the
Discount Schedule for
accurate discount calculations across multiple orders or contracts. Otherwise,
amendments operate in isolation .
The feature ensures that ongoing contracts retain accurate pricing based on
total historical quantities.
Recommended Resolution:
Navigate to the Discount Schedule associated with the affected products.
Verify and enable the Cross Order checkbox:
Go to Setup > Discount Schedules.
Locate the relevant Discount Schedule.
Edit the schedule and enable Cross Order.
Test the functionality by amending the contract and verifying the net pricing
calculations.
Preventative Actions:
For all subscription-based products relying on Discount Schedules, ensure Cross
Order is enabled
during initial configuration.
Provide training to Salesforce CPQ admins to understand the implications of
Discount Schedule
settings on pricing.
By following these steps and verifying the Discount Schedule configuration, the
issue can be
resolved, ensuring consistent and accurate net pricing during contract
amendments.
QUESTION 3
Subscription Product A has a Subscription Term of 6, a List Price of $100, and a
Ranged Discount
Schedule. A user has added this Product a Quote with a Term of 12.
A u The Ranged Discount Schedule is automatically applying a Discount of 25%.
What is the Regular Pnce m this scenario?
A. Regular Pnce of $150
B. Regular Price of $75
C. Regular Price of $200
D. Regular Price of $100
Answer: B
Explanation:
Subscription Term and List Price:
Subscription Product A has a Subscription Term of 6 months with a List Price of
$100.
When added to a Quote with a Term of 12 months, the List Price is prorated to
account for the longer term.
Proration and Ranged Discount Schedule:
A Ranged Discount Schedule applies discounts based on quantity, volume, or term
thresholds.
For the 12-month term, the price is prorated to $200 (2 times the List Price for
6 months).
The Discount Schedule applies a 25% discount to the prorated price, reducing it
to $150.
Regular Price Calculation:
The Regular Price reflects the discounted value after applying the Discount
Schedule:Regular Price=200×(1−0.25)=150×0.5=75\text{Regular Price} = 200
\times (1 - 0.25) = 150
\times 0.5 = 75Regular Price=200×(1−0.25)=150×0.5=75.
Key Salesforce CPQ Reference Points:
Ranged Discount Schedules modify the List Price based on configured thresholds .
Subscription Pricing Logic ensures correct proration for products with terms
differet from the Quote Term .
QUESTION 4
In what way does Smart Approvals expedite the approval process?
A. Approving a quote will auto-approve any lesser-discount quotes related to the
same opportunity.
B. Quotes within defined thresholds will be automatically approved.
C. Quotes with multiple steps in the approval chain go directly to the highest
approver required.
D. Rejected quotes that are resubmitted within previously approved values go
directly to the person who rejected.
Answer: D
Explanation:
Smart Approvals Overview:
Salesforce CPQ's Smart Approvals streamline the approval process by
re-evaluating previously
approved records to avoid redundant approvals.
Rejected Quotes Resubmission:
If a quote is rejected, and the user resubmits it without exceeding previously
approved values, it
bypasses the full approval chain and is sent directly to the person who rejected
it.
This functionality minimizes unnecessary delays and ensures efficient quote
handling.
Documentation Alignment:
Smart Approvals Configuration and behavior as outlined in CPQ guidelines ensure
approval efficiency
QUESTION 5
A user is unable to see a particular Product on the Product Selection screen
when clicking Add Products.
What are two potential reasons the Product is unavailable
Choose 2 answers
A. The Hidden checkbox on the Product record is set to TRUE.
B. The Add Products button has a Custom Action Condition associated to it.
C. The Component checkbox on the Product record is set to TRUE.
D. The Add Products button has a Search Filter associated to it.
Answer: C,D
Explanation:
Potential Causes:
Component Checkbox: Products marked as Components are typically excluded from
being directly
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Students Feedback / Reviews/ Discussion
Mahrous Mostafa Adel Amin 1 week, 2 days ago - Abuhib- United Arab
Emirates
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upvoted 4 times
Mbongiseni Dlongolo - South Africa2 weeks, 5 days ago
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upvoted 2 times
Kenyon Stefanie 1 month, 1 week ago - USA State / Province = Virginia
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upvoted 2 times
Danny 1 month, 1 week ago - United States CUSTOMER_STATE_NAME: Costa Mesa =
USA
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MENESES RAUL 93% 2 week ago - USA = Texas
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