Sales-Admn-202 Exam Dumps - Salesforce Certified CPQ Administrator

Amendment Functionality:

Amendments are used to modify existing contracts by adjusting quantities, discounts, or adding products while maintaining contract continuity.

Supported Scenarios:

A: Quantity changes with new discounts can be applied during amendments.

C: New products can be added and aligned with the contract’s existing term (co-terminated).

Salesforce CPQ Reference:

Amendments are extensively documented under Contract and Subscription Management ​.

ï‚· Requirement:

When a fixed bundle is selected, users should bypass the configuration process entirely.

ï‚· Solution:

Setting the Configuration Type to Allowed ensures users can configure the bundle if necessary.

Setting the Configuration Event to Always skips the configuration process automatically for preconfigured bundles.

ï‚· Why Other Options Are Incorrect:

A: Setting Configuration Type to Disabled prevents any configuration, which may not align with future flexibility requirements.

B: Required forces configuration instead of skipping it.

D: Configuration Event = Add requires the user to manually trigger the process during addition.

ï‚· Salesforce CPQ Reference:

Bundle Configuration Settings and their implications are detailed in CPQ Configuration Guidelines ​.

ï‚· Advanced Approvals Context:

The Opportunity Object is configured out-of-the-box to integrate fully with Advanced Approvals.

Other objects, like the CPQ Quote or Quote Line, may require additional customization.

ï‚· Functionality:

Advanced Approvals use Approval Rules, Chains, and Conditions to automate the approval process.

Predefined templates and configurations are readily available for the Opportunity Object.

ï‚· Validation:

After installation of the Advanced Approvals package, confirm the Opportunity Object's configuration. No additional setup is required for basic functionality​​.

ï‚· Requirement:

Apply a 10% discount to Product A on the Quote Line if the customer has previously purchased Product A (stored as an Asset).

ï‚· Solution:

Summary Variable:

Sum the Quantity field on Asset records for Product A.

Price Condition:

Verify that the Summary Variable is greater than 0 to confirm the customer has purchased Product A.

ï‚· Why Other Options are Incorrect:

B: Quote Lines do not track prior purchases; Assets do.

C, D: These do not align with the requirement to verify prior purchases via Assets.

ï‚· Salesforce CPQ Reference:

Summary Variables and their use in Price Rules are documented under CPQ Discounting Guidelines ​.

In Salesforce CPQ, importing data for products and bundles requires a specific order to ensure referential integrity, as certain objects depend on others being present. The correct sequence starts with the Product (the parent record), followed by Product Features (defining sections or categories within the bundle), Product Options (specific selectable items under features), Option Constraints (rules governing option selections), and finally Configuration Attributes (additional settings for dynamic configuration). Option A reflects this hierarchical dependency accurately. Option B includes unrelated objects like Product Action and Error Conditions, which pertain to rules rather than bundle structure. Option C starts with Product Option before Product, which violates dependency rules since options require a parent product. Option D begins with Product Features before Product, which is incorrect as features need a product to associate with. Salesforce CPQ documentation emphasizes this order for successful data imports.

ï‚· Requirement:

Certain products should only be available as part of a bundle, not sold separately.

ï‚· Solution:

Setting the Component checkbox to TRUE on the Product ensures it is only available as a component within a bundle.

ï‚· Why Other Options are Incorrect:

A: Removing Price Book Entries restricts pricing but does not limit availability.

B: Configuration Event field is unrelated to this functionality.

D: Product Rules are not required for this basic configuration.

ï‚· Salesforce CPQ Reference:

The Component checkbox functionality is documented under Product Configuration in CPQ ​.

Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ References

Understanding the Issue:

The error message, “Product cannot be refunded. The quantity of Line # cannot decrease without a corresponding update,” occurs because the default behavior prevents a decrease in asset quantities unless explicitly allowed.

Asset Conversion for Product A is set to "One per Unit," requiring each unit to be treated as a separate asset.

Key Salesforce CPQ Setting:

Asset Amendment Behavior:

This field on the Product determines how CPQ handles amendments for asset-based products.

Setting it to "Allow Refund" enables sales reps to reduce the quantity of assets during amendment quotes without generating errors​​.

Configuration Steps:

Navigate to the Product Record for Product A in Salesforce CPQ.

Locate the Asset Amendment Behavior field.

Change its value to Allow Refund.

Save the changes.

Impact of the Change:

Sales reps can now amend the quantity of Product A on amendment quotes.

The system will process the reduction in quantity without triggering an error, as the refund behavior is explicitly enabled.

Verification:

Create an amendment quote for a contract involving Product A.

Adjust the quantity of Product A and confirm that the amendment processes successfully without errors.

ï‚· Scenario Overview:

Asset Conversion is set to One per Unit, so each unit sold creates a separate Asset record.

ï‚· Object Relationships:

During Order and Contract processes:

Order Product: Reflects the total quantity of Product A as a single record.

Asset: Creates two Asset records, one for each unit.

ï‚· Validation:

Confirm that the Asset records show separate entries for each unit sold, while other objects (e.g., Order Product) do not duplicate records.