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Salesforce CPQ Admin Essentials for New Administrators are designed for people with experience in implementing the Salesforce CPQ solution. This identification information is intended for Salesforce customers, partners and employees who wish to demonstrate their skills and knowledge in the design, creation and implementation of contribution flows through the Salesforce CPQ platform. Once accredited, Salesforce CPQ Admin Essentials for New Administrators will have demonstrated their ability to create configurations, prices, launch documents and renovations, as well as modifications.
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Salesforce CPQ-201 Exam
Salesforce CPQ Admin Essentials for New Administrators exam measures a candidate's knowledge and skills in relation to the following objectives. A candidate must have practical experience in CPQ and demonstrate knowledge and experience in the CPQ platform, establish configurations, prices, offer models, product selection, orders, contracts, changes and renewals, products and approvals.
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Salesforce CPQ-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Products | 11% | - Product attributes and field management - Price book entries and list pricing - Product catalog and price book setup |
| Topic 2: Pricing | 16% | - Quote line pricing calculation - Discount schedules and block pricing - Percent-of-total and custom pricing - Pricing methods: list, cost, contracted, subscription |
| Topic 3: CPQ Platform | 23% | - Package-level configuration and settings - Permissions, record types, layouts and field sets - Multi-currency and localization setup - Price rules, formula fields and quote calculation sequence - Object data model and relationships |
| Topic 4: Approvals | 4% | - Native approval processes - Approval rule design and troubleshooting - Advanced Approvals configuration |
| Topic 5: Orders, Contracts, Amendments and Renewals | 15% | - Order generation and activation - Subscription and renewal processes - Amendment and change quotes - Contract creation and management |
| Topic 6: Quote Templates | 7% | - Quote terms, line columns and formatting - Dynamic content and merge fields - Template structure and content sections |
| Topic 7: Bundle Configurations | 17% | - Option constraints and selection rules - Product rules: validation, selection, filtering - Configurable bundles, features and options |
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