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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:

  • 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.
  • Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
  • Use the order and the procurement process.
  • Configure packages (features, options, option restrictions, configuration attributes) and product rules.
  • Configure user permissions, record types and layouts.
  • Manage products, price lists and list items.
  • In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
  • 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.
  • Solve problems and solve basic product rules, pricing problems and data flow.
  • Know the CPQ package level configuration and considerations for managed packages.

A candidate for this exam will likely need help with:

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

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

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

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

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

There is no prerequisite for Salesforce CPQ-201 certification.

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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/

Salesforce CPQ-201 Exam Syllabus Topics:

SectionObjectives
Topic 1: Quote Management- Quote templates and document generation
- Quote generation and configuration
Topic 2: Pricing and Discounts- Discount schedules and approvals
- Pricing methods and rules
Topic 3: Product Configuration- Product rules and guided selling
- Product bundles and options
Topic 4: CPQ Data Model and Administration- CPQ object relationships
- System configuration and maintenance
Topic 5: Approvals and Automation- Approval processes in CPQ
- Workflow automation and validation rules
Topic 6: Salesforce CPQ Fundamentals- CPQ architecture and core concepts
- Product-to-quote lifecycle

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