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 search filters, sets of fields and customized actions for product selection and configuration.
• 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 pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
• Configure packages (features, options, option restrictions, configuration attributes) and product rules.
• Know the CPQ package level configuration and considerations for managed packages.
• Configure user permissions, record types and layouts.
• Configure a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
• 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.
• Manage products, price lists and list items.

A candidate for this exam will likely need help with:

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

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

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

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

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

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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Following is the Salesforce CPQ-201 Exam Format

Format: Multiple choices, multiple answers

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

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