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

A candidate for this exam will likely need help with:

• Themes of the advanced estimate model
• Composite summary variable
• Nested citation terms
• Nested packages
• 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
• Manage Force.com, Visualforce pages, APEX or JavaScript classes
• CPQ add-ons
• Destination URL in custom actions
• billing
• Integration with third party web applications.
• Custom model content

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

• services
• Implementation consultant
• IT
• Technical architect
• 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/

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Salesforce CPQ-201 Exam Syllabus Topics: