Free Salesforce Sales-Admn-202 Practice Exam with Questions & Answers | Set: 3

 Requirement:

The Color of containers (a Configuration Attribute) must be displayed in the output document.

 Solution:

Create a Color field:

On Product Option: Captures the color selection during configuration.

On Quote Line: Ensures the selected color is carried forward to the quote document.

 Why Other Options are Incorrect:

B, D: These options do not account for both configuration and quote visibility requirements.

C: The Product object alone cannot store configuration-specific selections like color.

 Salesforce CPQ Reference:

Configuration Attributes and their linkage to Quote Lines are documented in CPQ guidelines ​.

 Requirement:

Ensure that custom field data from original Quote Lines flows into Renewal Quote Lines.

 Solution:

Use twin fields on the Asset and Subscription objects to store and transfer data. Twin fields are automatically mapped during renewal processes, ensuring data flows seamlessly.

 Why Other Options Are Incorrect:

A: A formula field cannot persist data on Renewal Quotes.

B: Automatic mapping does not apply to custom fields without twin fields.

C: A Price Rule is unnecessary when twin fields handle this data flow.

 Salesforce CPQ Reference:

Twin fields and their functionality are described in CPQ Subscription Management ​.

In Salesforce CPQ, the Option Layout field on the Product record determines how bundle options are presented in the configurator. To allow users to view all available and selected options by scrolling on a single page, the "Sections" layout is ideal. This layout organizes options into collapsible sections based on Product Features, keeping everything visible on one page without requiring navigation steps like a wizard. Option A (Wizard) presents options step-by-step across multiple pages, which doesn’t meet the single-page requirement. Option B (assigning all options to one feature) limits organization and doesn’t address the layout requirement. Option C (Dynamic selection method) controls runtime behavior of options but doesn’t influence the single-page scrolling display. Salesforce CPQ documentation confirms that the "Sections" layout supports a scrollable, single-page view.

 Requirement Overview:

Display the sum of a custom field in the standard Line Editor table without replacing the subtotal or total fields.

 Solution Details:

The Summary Fields field set on the Quote Line object controls which fields appear as totals in the Line Editor.

 Steps to Configure:

Navigate to Setup > Object Manager > Quote Line.

Locate the Summary Fields Field Set.

Add the custom field to the field set.

 Validation:

Open the Quote Line Editor and confirm that the sum of the custom field appears in the standard table, alongside other totals.

In Salesforce CPQ, amendments adjust subscription quantities incrementally. The original sale (Quote Line and Subscription) is 100. The first amendment reduces to 80, a decrease of 20, so the Quote Line is 80 (absolute), and the Subscription delta is -20 (reflecting the change). The second amendment increases to 120, an increase of 40 from 80, so the Quote Line is 120, and the Subscription delta is 40. Subscription quantities in amendments show the net change (-20, 40) rather than absolute values (80, 120), aligning with CPQ’s amendment mechanics. Option B correctly reflects this: Quote Lines (100, 80, 120) show user-facing totals, while Subscriptions (100, -20, 40) show deltas. Salesforce CPQ documentation explains this behavior in amendment scenarios.

 Hierarchy of Discount Schedule Application:Salesforce CPQ applies Discount Schedules based on object precedence.

Contracted Price: Overrides Discount Schedules at the Product or Feature level when specific pricing agreements are in place for an Account.

Product Option: A Discount Schedule on a Product Option takes precedence over one defined at the Product Feature level.

 Key Configurations:

Contracted Price: Navigate to the Contracted Price record and add the Discount Schedule.

Product Option: Assign the Discount Schedule on the Product Option record.

 Validation:

Test configurations to confirm the Discount Schedule is applied at the appropriate level and overrides the Feature-level Discount Schedule.

 Requirement Overview:

Sales reps need to redistribute Order Products across multiple Orders.

 Key Considerations:

Ownership Requirement: Only the Order owner or users with elevated permissions (e.g., Modify All) can edit an Order.

Allow Multiple Orders Setting: This setting must be enabled in the CPQ Orders package to allow splitting or redistributing Order Products.

 Steps to Enable:

For Ownership:

Confirm the sales rep is listed as the owner of the Order.

For Package Settings:

Navigate to CPQ Package Settings > Orders.

Enable the "Allow Multiple Orders" checkbox.

 Testing:

Ensure that the Edit Order Products button is exposed on the Order Page Layout and verify redistribution functionality.

 Scenario Breakdown:

The original subscription starts with 100 licenses.

After the first year, the count decreases to 80 licenses.

After the second year, the count increases to 120 licenses.

 Quantity Adjustments:

Original Subscription: The initial agreement is for 100 licenses over 36 months.

First Amendment: Reduces the quantity to 80 licenses for the remaining term after the first year.

Second Amendment: Increases the quantity to 120 licenses after the second year.

 Validation:

Salesforce CPQ keeps track of subscription adjustments through the Contract object.

Amendments reflect updated quantities while preserving the history of original and amended subscriptions.

 Requirement Overview:

Universal Containers needs to send Approval Requests to both the Deal Desk and Finance teams simultaneously.

 Solution:

Use Advanced Approvals to configure multiple Approval Steps within a single Approval Chain.

Set the steps to run in parallel to minimize the time required for approval.

 Steps to Configure:

Navigate to Advanced Approvals in Salesforce CPQ.

Create an Approval Chain with two steps: one for the Deal Desk and one for the Finance team.

Configure both steps to run in parallel by assigning them the same step number.

 Requirement:

Use fixed pricing for quantity tiers without additional discounts.

 Solution Steps:

B: Marking the product as Non-Discountable prevents additional discounts.

D: Set the Pricing Method to Block to define fixed prices per quantity tier.

E: Create Block Pricing records to define fixed prices for each quantity tier (e.g., 1-5 licenses = $1,000).

 Why Other Options Are Incorrect:

A: Fixed Price is not suitable for tiered pricing.

C: Slab Discount Schedules are not used for block pricing.

 Salesforce CPQ Reference:

Tiered and Block Pricing setups are detailed in Pricing Configuration ​.