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Exam Number : CPQ-201
Exam Name : Salesforce CPQ Admin Essentials for New Administrators
Vendor Name : Salesforce
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CPQ-201 test Format | CPQ-201 Course Contents | CPQ-201 Course Outline | CPQ-201 test Syllabus | CPQ-201 test Objectives

Exam Specification: CPQ-201 Salesforce CPQ Admin Essentials for New Administrators

Exam Name: CPQ-201 Salesforce CPQ Admin Essentials for New Administrators
Exam Code: CPQ-201
Exam Duration: 90 minutes
Passing Score: 65%
Exam Format: Multiple-choice
Exam Delivery: Proctored online or at a testing center

Course Outline:

1. Introduction to Salesforce CPQ
- Overview of Salesforce CPQ and its benefits
- Key features and capabilities of Salesforce CPQ
- Introduction to the CPQ administration interface

2. Product Setup and Configuration
- Creating and managing products in Salesforce CPQ
- Configuring pricing rules and discount schedules
- Defining product bundles and options

3. Pricing and Quote Creation
- Managing price lists and price books
- Creating and customizing quote templates
- Configuring quote line editors and quote line fields

4. Quote Calculation and Pricing
- Understanding quote calculation and pricing methods
- Configuring price rules and pricing strategies
- Implementing pricing and discounting formulas

5. Quote Document Generation and Delivery
- Generating and customizing quote documents
- Configuring document templates and merge fields
- Emailing and delivering quotes to customers

6. Contract Management and Renewals
- Setting up contract management in Salesforce CPQ
- Configuring contract templates and terms
- Managing contract renewals and amendments

7. Reporting and Analytics
- Utilizing standard and custom reports in Salesforce CPQ
- Analyzing sales and quoting performance
- Monitoring key metrics and generating dashboards

Exam Objectives:

1. Understand the fundamentals and benefits of Salesforce CPQ.
2. Configure and manage products in Salesforce CPQ.
3. Set up pricing rules and discount schedules.
4. Create and customize quotes using Salesforce CPQ.
5. Calculate and apply pricing and discounts accurately.
6. Generate and deliver quote documents to customers.
7. Manage contracts and renewals in Salesforce CPQ.
8. Utilize reporting and analytics features in Salesforce CPQ.

Exam Syllabus:

Section 1: Introduction to Salesforce CPQ (10%)
- Overview of Salesforce CPQ and its benefits
- Key features and capabilities of Salesforce CPQ
- CPQ administration interface overview

Section 2: Product Setup and Configuration (20%)
- Creating and managing products in Salesforce CPQ
- Configuring pricing rules and discount schedules
- Defining product bundles and options

Section 3: Pricing and Quote Creation (15%)
- Managing price lists and price books
- Creating and customizing quote templates
- Configuring quote line editors and fields

Section 4: Quote Calculation and Pricing (20%)
- Quote calculation and pricing methods
- Configuring price rules and pricing strategies
- Implementing pricing and discounting formulas

Section 5: Quote Document Generation and Delivery (15%)
- Generating and customizing quote documents
- Configuring document templates and merge fields
- Emailing and delivering quotes to customers

Section 6: Contract Management and Renewals (10%)
- Setting up contract management in Salesforce CPQ
- Configuring contract templates and terms
- Managing contract renewals and amendments

Section 7: Reporting and Analytics (10%)
- Utilizing standard and custom reports in Salesforce CPQ
- Analyzing sales and quoting performance
- Monitoring key metrics and generating dashboards

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Salesforce CPQ-201 testing

CPQ-201 PDF mock test

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The CPQ-201 Salesforce CPQ Admin Essentials for New Administrators test is designed to test the knowledge and skills of professionals who are new to Salesforce CPQ administration. The test covers the essentials of Salesforce CPQ administration and provides an understanding of how to set up and configure Salesforce CPQ to meet business requirements. The certification is recognized globally, and it is an excellent way to demonstrate your expertise in Salesforce CPQ administration.

The CPQ-201 test format consists of multiple-choice questions and is timed for 105 minutes. Candidates need to score at least 67% to pass the exam. The test fee is $200, and it can be taken at a testing center or online.

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The test covers a range of topics, including an overview of Salesforce CPQ, the basic concepts and terminology used in Salesforce CPQ, and the sales process in Salesforce CPQ. Candidates should understand how to set up and configure Salesforce CPQ to meet business requirements, such as pricing rules, product bundles, and product options.

In addition, the test covers the configuration of Salesforce CPQ features, such as discount schedules, quote templates, and approval workflows. Candidates should understand how to configure these features to meet business requirements.

Furthermore, the test covers the integration of Salesforce CPQ with other Salesforce products, such as Salesforce Sales Cloud and Salesforce Service Cloud. Candidates should understand how to set up and configure these integrations to meet business requirements.

Additionally, the test covers the administration of Salesforce CPQ, including the management of users, profiles, and permission sets. Candidates should understand how to manage these settings to ensure proper access to Salesforce CPQ features.

Moreover, the test covers the troubleshooting and maintenance of Salesforce CPQ, including the identification and resolution of common issues, such as pricing errors and data inconsistencies. Candidates should understand how to perform regular maintenance tasks, such as backups and upgrades, to ensure the proper functioning of Salesforce CPQ.

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CPQ-201 Salesforce CPQ Admin Essentials for New Administrators test is a comprehensive test that covers a range of Topics related to Salesforce CPQ administration. Candidates should understand the basics of Salesforce CPQ, the sales process in Salesforce CPQ, the configuration of Salesforce CPQ features, the integration of Salesforce CPQ with other Salesforce products, the administration of Salesforce CPQ, and the troubleshooting and maintenance of Salesforce CPQ. Achieving the CPQ-201 certification can help professionals stand out in the job market and advance their career in Salesforce CPQ administration.

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