Salesforce CPQ-201 : Salesforce CPQ Admin Essentials for Experienced Administrators Exam

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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 pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
• In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
• Solve problems and solve basic product rules, pricing problems and data flow.
• 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.
• Configure a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
• Knowledge of native and advanced approvals.
• Use the order and the procurement process.
• Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
• Configure user permissions, record types and layouts.
• 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:

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

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

• Custom model content
• Legacy data management
• billing
• Integration with third party web applications.
• CPQ add-ons
• Destination URL in custom actions
• Manage Force.com, Visualforce pages, APEX or JavaScript classes

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

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

There is no prerequisite for Salesforce CPQ-201 certification.

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

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