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There are some steps to apply for Salesforce CPQ-201 Exam
In order to apply for the CPQ-201, You have to follow these steps
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- Click Register for an exam.
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- Select the date and time you want to take the exam; - Read the reprogramming and cancellation policy, select the confirmation box.
- Check the accuracy of the exam and the details of the program, click Pay.
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Following is the Salesforce CPQ-201 Exam Format
Format: Multiple choices, multiple answers
- Language: English
- Number of Questions: 60
- Length of Examination: 105 minutes
- Passing score: 65%
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:
- Know the CPQ package level configuration and considerations for managed packages.
- Configure user permissions, record types and layouts.
- Configure packages (features, options, option restrictions, configuration attributes) and product rules.
- Manage products, price lists and list items.
- Use the order and the procurement process.
- Configure a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
- In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
- Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
- Solve problems and solve basic product rules, pricing problems and data flow.
- Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
- Configure search filters, sets of fields and customized actions for product selection and configuration.
- Knowledge of native and advanced approvals.
A candidate for this exam will likely need help with:
- Composite summary variable
- Block with discount program
- Nested citation terms
- Nested packages
- Themes of the advanced estimate model
- Advanced grouping
A Salesforce CPQ Admin Essentials for New Administrators candidate for this exam is not expected to know or do the following:
- Integration with third party web applications.
- Custom model content
- billing
- Legacy data management
- CPQ add-ons
- Manage Force.com, Visualforce pages, APEX or JavaScript classes
- Destination URL in custom actions
Typical job roles that a Salesforce CPQ Admin Essentials for New Administrators Candidate may have:
- services
- Sales operations
- IT
- Technical architect
- Implementation consultant
There is no prerequisite for Salesforce CPQ-201 certification.
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Salesforce CPQ-201 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Product Configuration | - Product rules and guided selling - Product bundles and options |
| Topic 2: Salesforce CPQ Fundamentals | - Product-to-quote lifecycle - CPQ architecture and core concepts |
| Topic 3: Quote Management | - Quote generation and configuration - Quote templates and document generation |
| Topic 4: Pricing and Discounts | - Discount schedules and approvals - Pricing methods and rules |
| Topic 5: CPQ Data Model and Administration | - System configuration and maintenance - CPQ object relationships |
| Topic 6: Approvals and Automation | - Approval processes in CPQ - Workflow automation and validation rules |
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