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Salesforce CPQ-201 Exam Syllabus Topics:

Topic	Details
Topic 1	Price Action sources, including static values and Summary Variables Generating dynamic output documents
Topic 2	List pricing, cost plus markup pricing, and block pricing Configurable Product Bundles and the resulting user interface and experience
Topic 3	Enforcing business logic with Product Features, Option Constraints Contracts and Renewals

Reference: https://trailhead.salesforce.com/en/academy/classes/cpq201-salesforce-cpq-admin-essentials-for-new-administrators/

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.
• Knowledge of native and advanced approvals.
• Use the order and the procurement process.
• In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
• 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.
• Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
• Know the CPQ package level configuration and considerations for managed packages.
• Configure user permissions, record types and layouts.
• Solve problems and solve basic product rules, pricing problems and data flow.
• Configure packages (features, options, option restrictions, configuration attributes) and product rules.
• Manage products, price lists and list items.

A candidate for this exam will likely need help with:

• Block with discount program
• Composite summary variable
• Nested packages
• Advanced grouping
• Themes of the advanced estimate model
• Nested citation terms

A Salesforce CPQ Admin Essentials for New Administrators candidate for this exam is not expected to know or do the following:

• Destination URL in custom actions
• Manage Force.com, Visualforce pages, APEX or JavaScript classes
• billing
• Integration with third party web applications.
• Legacy data management
• CPQ add-ons
• Custom model content

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

• Sales operations
• services
• Implementation consultant
• Technical architect
• IT

There is no prerequisite for Salesforce CPQ-201 certification.

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Salesforce CPQ-201 Exam

Salesforce CPQ Admin Essentials for New Administrators exam measures a candidate's knowledge and skills in relation to the following objectives. A candidate must have practical experience in CPQ and demonstrate knowledge and experience in the CPQ platform, establish configurations, prices, offer models, product selection, orders, contracts, changes and renewals, products and approvals.

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