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

For the Fulfillment team’s requirement, Order Item dates need to reflect the order creation date rather than Quote Line start dates. Option C achieves this by using Process Builder to set the Order Product Date to "Today" upon record creation, overriding any inherited Quote Line dates. For the Account Management team’s requirement, all items from one order must appear on a single contract. Option A accomplishes this by setting the Contracting Method on the Order to "Single Contract," ensuring all order products are grouped under one contract regardless of subscription terms. Option B (Default Order Start Date) is a package-level setting that doesn’t directly apply to individual order items. Option D (Quote Contracting Method) affects quote-to-contract mapping but doesn’t ensure order-based consolidation. Salesforce CPQ documentation supports these configurations for date and contract control.

To display Maintenance and Support products in separate sections, the admin must create Product Features, as features define sections in the CPQ configurator. To control the order (Support above Maintenance), the "Number" field on the Product Feature determines the sequence, with lower values appearing first. Option B correctly specifies two features (Maintenance and Support) and assigns a lower Number to the Support Feature, ensuring it displays above Maintenance. Option A relies on alphabetical ordering, which doesn’t guarantee Support above Maintenance (e.g., "M" precedes "S"). Options C and D use Product Options, which don’t create sections—only features do—and thus fail the separate-sections requirement. Salesforce CPQ documentation confirms feature ordering via the Number field.

Scenario Breakdown:

List Price = $100

Quantity = 5

Discount Schedule Type = Slab

Discount Unit = Percent

Slab Discount Mechanism:

In a Slab Discount Schedule, the discount applies to the units within each tier individually, not cumulatively.

If the quantity is within the first slab, no discount applies unless specified for that slab.

Calculation:

Assuming the Discount Schedule for the first slab (1–5) has a 6% discount:

Regular Unit Price = List Price × (1 - Discount Percent)

Regular Unit Price = $100 × (1 - 0.06) = $94 per unit.

For 5 units: Total Price = $94 × 5 = $470.

Validation:This approach aligns with Salesforce CPQ Discount Schedule functionality for Slab Type Discount​​.

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ï‚· Issue:

Prices are hidden on the Configure Products page due to restricted field visibility.

ï‚· Solution:

Adjust the Field-Level Security settings for the Unit Price field on the Product Option object to ensure visibility.

ï‚· Why Other Options Are Incorrect:

B: The Option Configuration Field Set affects configuration but does not control visibility.

C & D: Default Pricing Table and Price Editable settings do not impact visibility on the Configure Products page.

ï‚· Salesforce CPQ Reference:

Managing field visibility is outlined in CPQ Field-Level Security documentation ​.

ï‚· Requirement:

Apply different uplift rates to Product Families X and Y upon renewal.

ï‚· Solution Steps:

Option A: Set the Renewal Uplift Rate on each Subscription record for Product Families X and Y.

Option C: Configure the Account’s Renewal Pricing Method as "Uplift" to enable uplift calculations during renewal.

ï‚· Why Other Options Are Incorrect:

B and D: These options fail to apply the correct rates at the Subscription or Product Family level.

ï‚· Salesforce CPQ Reference:

Uplift rates and Renewal Pricing methods are outlined in CPQ Renewal Configuration Guidelines ​.

UESTION NO: 83

Users at Universal Containers want to know how Approval requests will be routed prior to submitting a Quote for approval.

How can the admin meet this requirement?

A. Using Native Approvals, build a custom Visualforce Page to display the Approval Process for the Quote.

B. Using Advanced Approvals, place the Preview Approval button on the Quote page layout.

C. Using Advanced Approvals, build a custom Visualforce Page to display the Approval Chains for the Quote.

D. Using Native Approvals, build a custom button to display the approval matrix to users.

Answer: B

ï‚· Requirement:

Sales reps need visibility into the Approval Chain before submitting a Quote for approval.

ï‚· Solution:

The Preview Approval button in Advanced Approvals allows users to view the Approval Chain directly from the Quote page.

ï‚· Why Other Options Are Incorrect:

A and C: Building custom Visualforce pages is unnecessary with Advanced Approvals.

D: Native Approvals do not offer a built-in preview feature.

ï‚· Salesforce CPQ Reference:

Advanced Approvals functionality, including the Preview Approval button, is detailed in CPQ Approval Configuration ​.

ï‚· Issue:

Quote Lines on Quote A are grouped incorrectly in the output document.

ï‚· Possible Causes:

C: Quote Line Groups: Existing Quote Line Groups on the Quote override the Group Field setting in the template.

D: Group Field in Template Section: The Group Field value in the Line Items template section may cause unexpected grouping.

ï‚· Why Other Options Are Incorrect:

A: The Modified By field has no impact on template grouping.

B: Configuration Attributes like location affect product selection, not grouping in Quote templates.

ï‚· Salesforce CPQ Reference:

Grouping behavior is explained in the Quote Templates and Line Item Configuration documentation ​.

ï‚· Requirement:

Sales reps need to identify Product Options linked to Quote Lines in the Quote Line Editor.

ï‚· Solution:

Enabling Visualize Product Hierarchy organizes Quote Lines based on their position within the bundle, displaying the parent-child relationship.

ï‚· Why Other Options Are Incorrect:

A: The Product Option Drawer enables detail viewing but does not organize Quote Lines.

B: Preserve Bundle Structure applies to output documents, not the Line Editor.

D: Keep Bundle Together affects grouping but not hierarchy visualization.

ï‚· Salesforce CPQ Reference:

Hierarchy settings are covered in the Quote Line Editor Configuration documentation ​.

ï‚· Requirement Overview:Universal Containers needs the quantity of product options in a bundle to automatically scale based on the quantity of the parent bundle product.

ï‚· Salesforce CPQ Mechanism:

The Type field on the Product Option allows for specific configuration behaviors.

When the Type is set to Component, Salesforce CPQ automatically multiplies the option's quantity by the bundle product's quantity. This ensures that the dependent options align with the parent bundle quantity.

ï‚· Implementation Steps:

Navigate to the Product Option record associated with the bundle.

Set the Type field to Component.

Ensure that other configuration settings, such as quantity constraints, align with the desired outcome.

Test the functionality by adding the bundle to a quote and adjusting the quantity. The option quantities should scale proportionally.

ï‚· Relevant Salesforce CPQ Documentation:This behavior is a standard feature in Salesforce CPQ and is documented under Product Bundles and Options Configuration.