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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 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 the CPQ object data model (object relationships, twin fields, data migration, position).
- Knowledge of native and advanced approvals.
- Configure user permissions, record types and layouts.
- Solve problems and solve basic product rules, pricing problems and data flow.
- Use the order and the procurement process.
- 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).
- Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
- Manage products, price lists and list items.
- Know the CPQ package level configuration and considerations for managed packages.
A candidate for this exam will likely need help with:
- Advanced grouping
- Composite summary variable
- Nested packages
- Themes of the advanced estimate model
- 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:
- Manage Force.com, Visualforce pages, APEX or JavaScript classes
- billing
- CPQ add-ons
- Integration with third party web applications.
- Legacy data management
- Custom model content
- Destination URL in custom actions
Typical job roles that a Salesforce CPQ Admin Essentials for New Administrators Candidate may have:
- Implementation consultant
- Sales operations
- Technical architect
- services
- IT
There is no prerequisite for Salesforce CPQ-201 certification.
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There is a salary of Salesforce CPQ-201 Certified Professional
- United States: 76,172 USD
- England: 58,261 Pound
- India: 864,916 INR
- Europe: 69,087 Euro
Salesforce CPQ-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| CPQ Platform | 39% | - Amendments and renewals - Permissions and UI setup - CPQ data flow and troubleshooting |
| Products and Bundles | 32% | - Product setup and bundle configurations - Configuration attributes - Product rules and option constraints |
| Quote Templates | 7% | - Line item sections and line columns - Quote template design |
| Pricing and Discounts | 16% | - Tiered pricing models - Price rules and contracted prices - Pricing methods and discount schedules |
| Approvals | 4% | - Approval processes and advanced approvals |
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