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CPQ-201 Exam Reference

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.
• Configure search filters, sets of fields and customized actions for product selection and configuration.
• Configure packages (features, options, option restrictions, configuration attributes) and product rules.
• Solve problems and solve basic product rules, pricing problems and data flow.
• Knowledge of native and advanced approvals.
• 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.
• Manage products, price lists and list items.
• Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
• In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
• Configure user permissions, record types and layouts.
• Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.

A candidate for this exam will likely need help with:

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

A Salesforce CPQ Admin Essentials for New Administrators candidate for this exam is not expected to know or do the following:

• Destination URL in custom actions
• CPQ add-ons
• Integration with third party web applications.
• Legacy data management
• Custom model content
• 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:

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

There is no prerequisite for Salesforce CPQ-201 certification.

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