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

ï‚· Requirement Overview:

Display Configuration Attribute X on the configuration page of a bundle and in a Line Item Column on the output document.

ï‚· Solution Details:

Product Option: Add the Configuration Attribute X custom field to ensure it appears during the configuration process.

Quote Line: Add the same custom field to enable its display as a Line Item Column in the Quote output.

ï‚· Steps to Configure:

Create a custom field named Configuration Attribute X on the Product Option and Quote Line objects.

Add the field to the relevant field sets and templates for visibility in both the configurator and the output document.

ï‚· Requirement Overview:

When renewing Contracts with Premier Support, it must automatically be replaced with Premier Pro.

ï‚· Solution:

The Renewal Product field on the Product record allows admins to specify a replacement Product for renewals.

ï‚· Steps to Configure:

Navigate to the Premier Support Product record.

Populate the Renewal Product field with Premier Pro.

Save and test the renewal process to confirm Premier Pro replaces Premier Support on the Quote.

ï‚· Validation:

Ensure all renewal Quotes replace Premier Support with Premier Pro automatically.

ï‚· Data Import Order for Quote Templates:

Salesforce CPQ requires Quote Template data to be imported in a structured order to ensure that relationships between objects are correctly established.

Quote Template: Base structure for the quote document.

Template Sections: Define sections of the quote.

Line Columns: Specify how data appears in tables within the quote.

Template Content: Includes HTML and text for the quote layout.

Quote Terms: Define legal or contractual terms.

Term Conditions: Conditions related to the terms.

ï‚· Salesforce CPQ Reference:

Best practices for Quote Template imports align with Salesforce CPQ implementation guides for maintaining dependencies .

ï‚· Requirement:

Different profiles need to see distinct sets of fields in the Quote Line Editor.

ï‚· Solution:

Create two field sets on the Quote Line object, one for each profile.

Use a text formula field named EditLinesFieldSetName on the Quote object to dynamically return the appropriate field set name based on the user’s profile.

ï‚· Why Other Options Are Incorrect:

A & B: Field sets must be created on the Quote Line object, not the Quote object.

D: This duplicates C but introduces a typo or incorrect description in the explanation.

ï‚· Salesforce CPQ Reference:

Field set configurations for the Quote Line Editor are detailed in CPQ Field Configuration Documentation ​.

ï‚· Requirement Overview:

Universal Containers wants to use split Orders to manage fulfillment by separating items based on their shipping schedules.

ï‚· Key Considerations:

Component-type Options: When splitting Orders, component-type Options are treated independently and can be split into different Orders.

Bundle Structure: Splitting Orders does not maintain the bundle structure, meaning the parent-child relationships of the bundle are not preserved in the split Orders.

ï‚· Steps to Configure:

Ensure that the Order by Quote Line Group field or a custom grouping field is used to facilitate splitting the Orders based on shipment schedules.

ï‚· Validation:

Test the split Order functionality by creating a Quote with a hardware bundle and ensuring that the bundle and components can be split appropriately.