Salesforce Sales-Admn-202 Exam Questions Instant Access

Question 1

A user has created an Amendment Quote. Opportunity Product records were created for only some Quote Lines.

What are two reasons that could explain this behavior?

Choose 2 answers

AOpportunity Products are only created for Quote Lines with a Net Total that Is different than 0.

BThe Disable Initial Quote Sync has been set to TRUE in the Installed Package Settings.

CThe Price Book Entry of the Product has been set to Inactive.

DThe Exclude from Opportunity checkbox on the Product has been set to TRUE.

Answer : A, D

Issue Context:

Not all Quote Lines are generating Opportunity Product records during the Amendment process.

Possible Causes:

A . Net Total = 0:

Salesforce CPQ does not create Opportunity Products for Quote Lines with a Net Total of zero.

D . Exclude from Opportunity:

If the Product has the Exclude from Opportunity checkbox set to TRUE, it prevents Opportunity Product creation.

Steps to Investigate:

Verify the Net Total of the Quote Lines.

Check the Product configuration for the Exclude from Opportunity setting.

Validation:

Update the relevant fields and test the Amendment process to ensure all eligible Quote Lines generate Opportunity Products.

Question 2

A user needs to amend a contract and change prices to reflect new discounts for existing active subscriptions and assets.

How should the user achieve this?

AClone the Quote Lines which need to be updated. Modify the desired discounts on the cloned Quote Lines. Update the original Quote Lines to a Quantity of zero.

BChange the status of the contract to Draft. Make price changes on the original quote used to generate the contract and check Contracted on the Opportunity again.

CChange the values for Net Price on the subscription or Price field on the asset. Amend the contract and use Refresh Prices.

DCreate a Price Book with Price Book Entries to reflect the new prices. Populate the Contract Amendment Price Book ID field with the new Price

Answer : C

Requirement:

Amend an active contract and adjust prices for subscriptions and assets based on new discounts.

Solution:

Use the Amend Contract process.

Adjust prices for subscriptions or assets directly by modifying the Net Price or Price field.

Use the Refresh Prices button to apply changes to the amended contract.

Why Other Options are Incorrect:

A: Cloning Quote Lines is unnecessary and inefficient for contract amendments.

B: Changing the contract status to Draft is not supported in standard CPQ.

D: Creating a new Price Book is not required for this use case.

Salesforce CPQ Reference:

The Amendments Process is extensively documented in CPQ Subscription Management .

Question 3

The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.

Which solution would allow customers to see separate tables and subtotals organized by Product Family?

ACreate Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Top.

BCreate a Line Items section and set SBQQ__ProductFamily__c as the Group field.

CCreate an HTML Template Content record with three tables to represent each Product Family.

DCreate a Line Items section and set SBQQ__ProductFamily_c as the Roll-Up field.

Answer : B

Requirement Overview:

Universal Containers wants to show Quote Line items grouped by Product Family with subtotals for each family in Quote Documents.

Solution Details:

Salesforce CPQ allows grouping of Line Items in Quote Templates.

Setting SBQQ__ProductFamily__c as the Group field organizes the Quote Lines into separate sections for each Product Family.

Configuration Steps:

Navigate to the Quote Template.

Create a new Line Items Section.

In the Grouping field, set SBQQ__ProductFamily__c.

Save and test the template by generating a Quote Document.

Validation:

Confirm that the generated document displays separate tables for Hardware, Software, and Professional Services, with subtotals for each group.

Question 4

Universal Containers needs sales reps to look up Campaign records to associate with specific Quote Lines in the Quote Une Editor. The admin created a lookup field on the Quote Line object that relates to the Campaign object, then added the lookup field Into the Line Editor Field Set on the Quote Line object

What does the admin need to do so the sales reps can search Campaign records In the Quote Line Editor without seeing a warning message?

ACreate a twin field on the Campaign object using the same API name as the lookup field.

BCreate and populate a Field Set on the Campaign object named CPQ_Lookup.

CAdd the name of the lookup field into the Line Editor Field Set on the Quote object.

DAdd the lookup field to the Quote Line page layout.

Answer : B

Understanding the Requirement:

Universal Containers wants sales reps to associate Campaign records with Quote Lines using a lookup field in the Quote Line Editor.

The requirement includes avoiding warning messages when searching for Campaign records.

Salesforce CPQ Lookup Field Behavior:

When a lookup field is added to the Quote Line Editor, Salesforce CPQ searches for records in the target object (e.g., Campaign).

To avoid warnings, the target object (Campaign) must have a specific field set named CPQ_Lookup, which defines the fields displayed in the search results.

Steps to Implement the Solution:

Step 1: Navigate to the Campaign object in Salesforce Setup.

Step 2: Go to the 'Field Sets' related list and click 'New.'

Step 3: Name the field set CPQ_Lookup (case-sensitive).

Step 4: Add the fields you want to display in the lookup search results (e.g., Campaign Name, Start Date, Owner).

Step 5: Save the field set.

Integration with the Quote Line Editor:

The system will now use the fields defined in the CPQ_Lookup field set when sales reps perform a search for Campaign records.

This ensures the lookup field operates without errors or warnings in the Quote Line Editor.

Key Considerations:

Ensure that all required fields for identifying Campaign records are included in the CPQ_Lookup field set.

Test the lookup functionality in the Quote Line Editor to confirm smooth operation.

Validation:

Add a Campaign lookup field to a Quote Line in the Quote Line Editor and test the search functionality. Verify that the fields defined in the CPQ_Lookup field set appear in the search results without warnings.

Salesforce CPQ documentation on setting up lookup fields and field sets emphasizes creating a CPQ_Lookup field set to avoid warnings

Question 5

Users at Universal Containers want to know how Approval requests will be routed prior to submitting a Quote for approval.

How can the admin meet this requirement?

AUsing Native Approvals, build a custom Visualforce Page to display the Approval Process for the Quote.

BUsing Advanced Approvals, place the Preview Approval button on the Quote page layout.

CUsing Advanced Approvals, build a custom Visualforce Page to display the Approval Chains for the Quote.

DUsing Native Approvals, build a custom button to display the approval matrix to users.

Answer : B

Requirement:

Sales reps need visibility into the Approval Chain before submitting a Quote for approval.

Solution:

The Preview Approval button in Advanced Approvals allows users to view the Approval Chain directly from the Quote page.

Why Other Options Are Incorrect:

A and C: Building custom Visualforce pages is unnecessary with Advanced Approvals.

D: Native Approvals do not offer a built-in preview feature.

Salesforce CPQ Reference:

Question 6

Universal Containers offers a bundle with two Products, Product A should always be added. Product B should be included initially, but can be removed by the user.

What two Option configurations that must be utilized for Product B to meet the requirement?

ASet Bundle to FALSE.

BSet Required to FALSE.

CSet Selected to TRUE.

DSet Quantity Editable to TRUE.

Answer : B, C

Requirement Overview:

Product A must always be included in the bundle.

Product B should be included by default but can be removed by the user.

Key Configurations:

Required = FALSE: This ensures that Product B is not mandatory and can be removed by the user.

Selected = TRUE: This includes Product B by default when the bundle is added to the Quote.

Steps to Configure:

Navigate to the Product Option record for Product B.

Set Required to FALSE.

Set Selected to TRUE.

Save and test the behavior by adding the bundle to a Quote.

Validation:

Product B should be pre-selected in the Quote Line Editor but can be deselected by the user.

This setup ensures flexibility for Product B while ensuring Product A remains mandatory.

Question 7

Product A has the 'One per Unit" option selected within the Asset Conversion pteklist. Users era reporting that when they modify the quantity for Product A on on amendment Quote, the following error displays:

"Product cannot be refunded. The quantity of Line # cannot decrease without a corresponding update."

What should the CPQ specialist do to ensure sales raps can edit the quantity of asset-based products within an amendment Quote?

ASet the Asset Amendment Behavior field value to 'Default

BSet the Asset Amendment Behavior field value to 'Allow Refund'.

CSet the Asset Conversion field value to 'One per Quote'.

DConversion field value to 'None'.

Answer : B

Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ Reference

Understanding the Issue:

The error message, ''Product cannot be refunded. The quantity of Line # cannot decrease without a corresponding update,'' occurs because the default behavior prevents a decrease in asset quantities unless explicitly allowed.

Asset Conversion for Product A is set to 'One per Unit,' requiring each unit to be treated as a separate asset.

Key Salesforce CPQ Setting:

Asset Amendment Behavior:

This field on the Product determines how CPQ handles amendments for asset-based products.

Setting it to 'Allow Refund' enables sales reps to reduce the quantity of assets during amendment quotes without generating errors.

Configuration Steps:

Navigate to the Product Record for Product A in Salesforce CPQ.

Locate the Asset Amendment Behavior field.

Change its value to Allow Refund.

Save the changes.

Impact of the Change:

Sales reps can now amend the quantity of Product A on amendment quotes.

The system will process the reduction in quantity without triggering an error, as the refund behavior is explicitly enabled.

Verification:

Create an amendment quote for a contract involving Product A.

Adjust the quantity of Product A and confirm that the amendment processes successfully without errors.

This approach is in line with Salesforce CPQ guidelines on managing amendments for asset-based products.

Salesforce Certified CPQ Administrator Sales-Admn-202 Exam Questions