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How can you ready for Salesforce CPQ-201 Certification Exam

For Salesforce CPQ-201 Certification Exam, there is a study guide

Salesforce CPQ-201: Get our quick guide if you don't have time to read all the page

Salesforce CPQ Admin Essentials for New Administrators are designed for people with experience in implementing the Salesforce CPQ solution. This identification information is intended for Salesforce customers, partners and employees who wish to demonstrate their skills and knowledge in the design, creation and implementation of contribution flows through the Salesforce CPQ platform. Once accredited, Salesforce CPQ Admin Essentials for New Administrators will have demonstrated their ability to create configurations, prices, launch documents and renovations, as well as modifications.

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:

• Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
• Configure user permissions, record types and layouts.
• Configure packages (features, options, option restrictions, configuration attributes) and product rules.
• Use the order and the procurement process.
• Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
• Configure search filters, sets of fields and customized actions for product selection and configuration.
• Manage products, price lists and list items.
• Configure a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
• Solve problems and solve basic product rules, pricing problems and data flow.
• Knowledge of native and advanced approvals.
• In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
• Know the CPQ package level configuration and considerations for managed packages.

A candidate for this exam will likely need help with:

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

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

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

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

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

There is no prerequisite for Salesforce CPQ-201 certification.