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Following is the Salesforce CPQ-201 Exam Format
Format: Multiple choices, multiple answers
- Number of Questions: 60
- Length of Examination: 105 minutes
- Language: English
- Passing score: 65%
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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:
- Use the order and the procurement process.
- Solve problems and solve basic product rules, pricing problems and data flow.
- Configure search filters, sets of fields and customized actions for product selection and configuration.
- Manage products, price lists and list items.
- Configure packages (features, options, option restrictions, configuration attributes) and product rules.
- 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.
- Know the CPQ package level configuration and considerations for managed packages.
- Knowledge of native and advanced approvals.
- Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
- Configure user permissions, record types and layouts.
A candidate for this exam will likely need help with:
- Themes of the advanced estimate model
- Nested packages
- Composite summary variable
- Nested citation terms
- Block with discount program
- Advanced grouping
A Salesforce CPQ Admin Essentials for New Administrators candidate for this exam is not expected to know or do the following:
- Legacy data management
- Custom model content
- billing
- Manage Force.com, Visualforce pages, APEX or JavaScript classes
- CPQ add-ons
- Integration with third party web applications.
- Destination URL in custom actions
Typical job roles that a Salesforce CPQ Admin Essentials for New Administrators Candidate may have:
- services
- IT
- Implementation consultant
- Sales operations
- Technical architect
There is no prerequisite for Salesforce CPQ-201 certification.
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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
- Check the accuracy of the exam and the details of the program, click Pay.
- If you are interested in supervised online exams, consult all the system requirements in our help article: Online supervision: perform the exam remotely.
- Select the date and time you want to take the exam; - Read the reprogramming and cancellation policy, select the confirmation box.
- Select the date and time you want to take the exam; - Read the reprogramming and cancellation policy, select the confirmation box.
- Login to the Webassessor at www.webassessor.com salesforce. If you don't already have an exam profile in Webassessor, you need to create one.
- Find the exam you want to schedule and expand the section to view delivery options. You can choose to register for the exam as supervised on the site or supervised online.
- Click on Select
- If you selected the supervised online exam:
- If you selected the supervised on-site exam:
- Click on Submit
- Select a test center.
- You will see a purchase confirmation screen. Click Finish.
- You will be sent an email confirming the purchase and registration.
- Enter your type of payment. You can enter a coupon / coupon code and / or a credit card. Certification exams are subject to tax in accordance with local laws; You will see all applicable fees listed during the payment process.
- Click the Save button for your preferred delivery method.
- All supervised online exams automatically adapt to the time zone of the position entered in the profile details of your Webassessor.
- Click Register for an exam.
Salesforce CPQ-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Pricing and Discounts | 16% | - Pricing methods and discount schedules - Tiered pricing models - Price rules and contracted prices |
| Topic 2: Approvals | 4% | - Approval processes and advanced approvals |
| Topic 3: CPQ Platform | 39% | - Permissions and UI setup - Amendments and renewals - CPQ data flow and troubleshooting |
| Topic 4: Products and Bundles | 32% | - Product rules and option constraints - Product setup and bundle configurations - Configuration attributes |
| Topic 5: Quote Templates | 7% | - Quote template design - Line item sections and line columns |




