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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:
- In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
- Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
- Manage products, price lists and list items.
- Configure packages (features, options, option restrictions, configuration attributes) and product rules.
- Solve problems and solve basic product rules, pricing problems and data flow.
- Configure user permissions, record types and layouts.
- Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
- Know the CPQ package level configuration and considerations for managed packages.
- Configure search filters, sets of fields and customized actions for product selection and configuration.
- Use the order and the procurement process.
- Knowledge of native and advanced approvals.
- Configure a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
A candidate for this exam will likely need help with:
- Themes of the advanced estimate model
- Advanced grouping
- Block with discount program
- Composite summary variable
- Nested packages
- 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
- Custom model content
- Destination URL in custom actions
- Manage Force.com, Visualforce pages, APEX or JavaScript classes
- CPQ add-ons
- 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
- services
- Technical architect
- Implementation consultant
- Sales operations
There is no prerequisite for Salesforce CPQ-201 certification.
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