Salesforce Sales-Admn-202 Exam Questions Instant Access

Question 1

Universal Containers wants to quote a product that will persist until the customer cancels the subscription.

How should the admin set up this product so all downstream processes create perpetual subscriptions?

APrice Rule should put the value Evergreen into the Subscription Type field on each of that Product's Quote Lines.

BThe admin should uncheck the Auto-calculate contract end date setting to prevent contracts from expiring.

CThe sales rep should create a Quote without an end date or a subscription term associated with it.

DThe value Evergreen should be put into the Subscription Type field on the Product.

Answer : A

Requirement Overview:

Universal Containers wants to create a subscription product that will persist indefinitely unless canceled by the customer.

Key Configuration:

The Evergreen value in the Subscription Type field defines a perpetual subscription in Salesforce CPQ.

Using a Price Rule ensures this field is dynamically set on each Quote Line for the product, automating downstream processes such as contract generation and order management.

Steps to Implement:

Create a Price Rule targeting the Quote Line object.

Set the Subscription Type field to Evergreen for the relevant Quote Lines.

Activate and test the Price Rule to confirm the behavior.

Question 2

An Admin wants to set up a product so a user can all available options and selected options by scrolling in a single page.

Which updates should the Admin male to meet this requirement

AUpdate Option Layout on the parent Product record to Wizard.

BCreate Features related to the parent Product and assign each Feature the Option Selection method Dynamic

CCreate feature to the parent product and assign all Option to one of the created features.

DUpdate option layout on the parent Product record to Sections.

Answer : D

Requirement:

Users must view and select product options by scrolling on a single page.

Solution Details:

Setting the Option Layout to Sections groups options into expandable/collapsible sections.

This creates a scrollable view without navigating multiple pages.

Steps to Update:

Go to the parent Product Record.

Update the Option Layout field to Sections.

Validation:Test the configuration in the Quote Line Editor. Options should now appear grouped by sections.

Question 3

The admin at Universal Containers has a group of Price Rules with Lookup Queries that references a new Rental Rates object. After testing to confirm the Price Rules produce the expected behavior, the Price Rules are ready to be deployed to Production.

In which order should the admin deploy Price Rules with Lookup Queries to align with best practices'?

APrice Rules, Price Conditions, Rental Rates. Lookup Queries, Price Actions

BPrice Rules, Rental Rates, Lookup Queries, Price Actions, Price Conditions

CRental Rates, Price Rules, Price Conditions, Lookup Queries, Price Actions

DRental Rates. Lookup Queries. Price Rules. Price Conditions, Price Actions

Answer : C

Requirement:

Deploy Price Rules with Lookup Queries that reference a new Rental Rates object.

Best Practices for Deployment Order:

Step 1: Rental Rates: Deploy the object and data it references first to ensure lookup data is available.

Step 2: Price Rules: Deploy Price Rules to establish the logic governing pricing calculations.

Step 3: Price Conditions: These evaluate criteria for the rules to execute.

Step 4: Lookup Queries: Queries must reference both the object and conditions, so deploy them after both.

Step 5: Price Actions: Set last to ensure that the actions triggered by the rules execute correctly.

Why Other Options Are Incorrect:

A, B, D: Deploying Lookup Queries or Price Actions before Rental Rates or Price Rules may cause execution errors due to missing references.

Salesforce CPQ Reference:

Best practices for deploying CPQ Price Rules and Lookup Queries are detailed in Salesforce documentation .

Question 4

Universal Containers has a series of required PDF documents that need to be attached to the output document when generated. These PDF files are already stored in Documents.

What should the admin do on the Quote Template to meet this requirement?

ACreate a new Template Section for each PDF document.

BCreate a new Additional Document on the Quote Template for each PDF document.

CSelect the correct Documents Folder from the Documents field on the Quote Template.

DReference each PDF Document in Custom Template Content records.

Answer : B

Requirement Overview:

Universal Containers needs to attach required PDF documents stored in Salesforce Documents to the Quote output.

Solution:

Use the Additional Document feature on the Quote Template to include PDF files in the generated output.

Steps to Configure:

Navigate to the Quote Template.

Create an Additional Document for each required PDF:

Reference the document stored in Salesforce.

Save the Quote Template.

Validation:

Generate a Quote document and confirm that the Additional Documents are included as attachments.

Question 5

Universal Containers provide a discount for an enterprise-level customer if a single line's Net price is above a certain threshold. The Admin has set up a Price Rule with a reference to a custom formula field on the Price Condition to apply the discount automatically. The user has to click calculate twice for the discount to apply.

What is the most likely cause of the issue?

AThe use of formula fields in Price Conditions is unsupported, so the Price Rule fires and returns an error the first time.

BThe Evaluation Scope of the Price rule is set incorrectly to fire on the configurator, so the Price Rule fires on the configure Products page.

CThe referenced formula field contains date/time date information that is unsupported, so the Price Rule fires sporadically.

DThe referenced formula field contains information that has yet to be calculated, so the Price Rule fires the second time it's evaluated.

Answer : A

Behavior

The Price Rule fails to apply correctly because formula fields used in Price Conditions are not natively supported for the first evaluation cycle.

The system requires additional recalculation to fetch and calculate the correct formula-derived value.

Root Cause:

Price Rule evaluation relies on static field values at runtime. When formula fields are used, their values may not be immediately available due to dependency on intermediate calculations.

Salesforce CPQ Reference:

Salesforce documentation discourages the use of formula fields in Price Conditions for real-time calculations and recommends using static fields or Lookup Queries for consistent behavior .

Question 6

Universal Containers (UC) has rolled out a new product, Warranty, priced as 10% of all the hardware products on the Quote. After implementing, UC realizes that the price is calculating a percentage of the prices before discounts have been applied, whereas UC actually wants it to reflect the discounted prices.

Which field should UC update to ensure the pricing is correct to meet the requirement?

AUpdate Percent of Total (%) on the hardware products to 10.

BUpdate Percent of Total Target on Warranty to Standard Warranty.

CUpdate Percent of Total Category on the hardware products to Hardware.

DUpdate Percent of Total Base on Warranty to Net Price.

Answer : D

Requirement Overview:

Warranty pricing should be based on the discounted prices of hardware products.

Solution Details:

The Percent of Total Base field determines the pricing basis for Percent of Total Products.

To ensure the price reflects discounted values, set the Percent of Total Base to Net Price.

Steps to Configure:

Navigate to the Warranty Product record.

Update the Percent of Total Base field to Net Price.

Save and test the configuration by adding hardware products and the Warranty to a Quote.

Validation:

The Warranty price should now calculate as 10% of the discounted prices of hardware products.

Question 7

Universal Containers wants to show a Monthly Price column on the Quote Document if the Quote has Payment Terms of Net 30.

In addition to creating the Monthly Price Line Column, which two Configurations are needed to satisfy this requirement?

Choose 2 answers

ASet the Conditional Print Field on the Line Column record.

BInclude Monthly Price in the Quote Line Editor Field set.

CCreate a custom formula Indicating if the Payment Terms are Net 30.

DCreate an additional Line Items section without the Monthly Price field.

Answer : B, C

Universal Containers requires a dynamic approach to display the Monthly Price column on the Quote Document only when the Payment Terms field is set to 'Net 30'. Here's how to achieve this:

Step 1: Create a Monthly Price Line Column

Navigate to Quote Templates in Salesforce CPQ.

Select the relevant Quote Template.

In the Line Columns related list:

Create a new Line Column for 'Monthly Price.'

Configure the desired settings for how the Monthly Price should display in the PDF.

Step 2: Create a Custom Formula Field

Navigate to Setup > Object Manager > Quote.

Create a custom formula field (e.g., Show_Monthly_Price) on the Quote object:

Type: Formula (Checkbox).

Formula Logic: IF(Payment_Terms__c = 'Net 30', TRUE, FALSE).

Replace Payment_Terms__c with the API name of the Payment Terms field.

This formula ensures the field returns TRUE only when Payment Terms equals 'Net 30.'

Step 3: Configure Conditional Print Field on the Line Column

Return to the Quote Template and edit the Monthly Price Line Column.

Set the Conditional Print Field to Show_Monthly_Price.

This links the visibility of the Monthly Price column to the custom formula field you created.

Step 4: Validate in Quote Document

Generate a Quote Document for a Quote where Payment Terms are set to 'Net 30.'

The Monthly Price column should appear in the PDF.

Change the Payment Terms to a value other than 'Net 30' and regenerate the document.

The Monthly Price column should not appear.

Step 5: Optional Enhancements

Discard Width When Hidden:In the Monthly Price Line Column, enable this setting to avoid column width adjustments when the column is hidden.

Test Across Use Cases:Validate across different Payment Terms to ensure robust behavior.

By using a combination of the Conditional Print Field and a custom formula field, Universal Containers can dynamically control the visibility of the Monthly Price column.

Salesforce Certified CPQ Administrator Sales-Admn-202 Exam Questions