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.
• Manage products, price lists and list items.
• Configure packages (features, options, option restrictions, configuration attributes) and product rules.
• Know the CPQ package level configuration and considerations for managed packages.
• Use the order and the procurement process.
• Knowledge of native and advanced approvals.
• Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
• Configure a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
• 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.
• 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.

A candidate for this exam will likely need help with:

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

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

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

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

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

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/

Following is the Salesforce CPQ-201 Exam Format

Format: Multiple choices, multiple answers

• Length of Examination: 105 minutes
• Passing score: 65%
• Number of Questions: 60
• Language: English

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