Salesforce Sales-Admn-202 Exam Questions Instant Access

Question 1

Universal Containters (UC) has a requirement to identify any quotes where a sales user has applied a discount to any options within a bundle.

The admin created a price rule c their IsDiscounted__c custom quote field to IRUE.

Conditions Met = All.

Which two approaches must the admin create to ensure the price rule meets business requirements? Choose 2 answers

AA Price Condition Tested Formula of SBQQ. RequiredBy 1.SBQQ. Bundled = TRUE

BA Price Condition where the Tested Variable must cqual 0. The Summary Variable should have these values: Aggregate Function --- Max Target Object --- Quote Line Aggregate Field --- SBQQ__Discount__c

CA Price Condition with: Object = Quote Line Ficld = SBQQ__Discount__c Operator = Greater Than Filter Type = Value Filter Value = 0

DA Price Condition with: Object --- Quote Line Field --- SBQQ__ProductOption__c Operator --- Not Equals Filter Type --- Value Filter Value --- (Null)

Answer : B, C

Requirement Overview:

Identify any Quotes where a discount has been applied to options within a bundle.

Solution Details:

B . Summary Variable:

Use a Summary Variable to check if any Quote Line within the bundle has a Discount > 0.

Configure the Max aggregation function to evaluate discounts.

C . Price Condition:

Add a condition to check if the Discount field (SBQQ__Discount__c) on a Quote Line is greater than 0.

Steps to Configure:

Summary Variable:

Navigate to Summary Variables and create one with:

Target Object: Quote Line.

Aggregate Function: Max.

Aggregate Field: SBQQ__Discount__c.

Price Condition:

Add a condition to the Price Rule:

Object: Quote Line.

Field: SBQQ__Discount__c.

Operator: Greater Than.

Filter Value: 0.

Validation:

Add bundle options with discounts to a Quote and verify that the rule identifies the discounted options.

Question 2

Universal Containers sells a nonrenewable subscription Product that is priced on a yearly basis.

Which Subscription field values should the admin set to meet this requirement?

A* Subscription Term: 12* Subscription Type: One-Time* Subscription Pricing: Fixed Price

B* Subscription Term: 1* Subscription Type: One-Time* Subscription Pricing: Percent of Total

C* Subscription Term: 1* Subscription Type: Evergreen* Subscription Pricing: Percent of Total

D* Subscription Term: 12* Subscription Type: Evergreen* Subscription Pricing: Fixed Price

Answer : A

Requirement Overview:

A nonrenewable subscription Product priced annually.

Key Field Configurations:

Subscription Term = 12: Specifies an annual subscription.

Subscription Type = One-Time: Indicates that the Product is nonrenewable.

Subscription Pricing = Fixed Price: Defines a flat annual price.

Steps to Configure:

Navigate to the Product record.

Update the fields as specified above.

Save and test by adding the Product to a Quote.

Validation:

Confirm the subscription term and pricing are applied correctly and the product does not renew automatically.

Question 3

Universal Containers has a number of Contracts that are due to expire next month. Sales wants to uplift the products of Product Family X by 3%, and the products of Product ramify Y by 10% upon renewal.

Which two action should the admin take to ensure CPQ applies the correct price uplift?

Choose 2 answers

AFill in the Appropriate Renewal Uplift Rate on each Subscription record.

BSet the Renewal Pricing method on the Contract to Uplift

CSet the Renewal Pricing Method on the Account to Uplift.

DFill in the appropriate Renewal Uplift Rate on each Quote Line record

Answer : A, C

Requirement:

Apply different uplift rates to Product Families X and Y upon renewal.

Solution Steps:

Option A: Set the Renewal Uplift Rate on each Subscription record for Product Families X and Y.

Option C: Configure the Account's Renewal Pricing Method as 'Uplift' to enable uplift calculations during renewal.

Why Other Options Are Incorrect:

B and D: These options fail to apply the correct rates at the Subscription or Product Family level.

Salesforce CPQ Reference:

Uplift rates and Renewal Pricing methods are outlined in CPQ Renewal Configuration Guidelines .

Question 4

Universal Contamars wants to gva a 23S discount on a specific Product Option purchased in the big Box bundla.

In which two ways could tha admin configura CPQ to automatically apply this discount9

Choosa 2 answars

ASet tha Option Discount (%) fiald on tha Product Faatura for tha bundla.

BSet tha Option Oiscount (H) ftald on tha Product Option for tha bundla.

CSet Oiscountad by Packaga to TRUE on tha Product Option for tha bundla.

DCreate a Price Rule that application the 25% discount whan tha product is addad as part of tha bundla.

Answer : C, D

Requirement:

Automatically apply a 25% discount to a specific Product Option within a bundle.

Solution:

Option C: The Discounted by Package field ensures that the Product Option inherits discounts applied to the bundle as a whole.

Option D: A Price Rule specifically targeting this Product Option can enforce the 25% discount when it is added to the bundle.

Why Other Options Are Incorrect:

A: The Option Discount (%) field on the Product Feature applies discounts to all options, not just a specific one.

B: The Option Discount (%) field on the Product Option does not dynamically apply discounts based on specific scenarios.

Salesforce CPQ Reference:

Configuration and discounting for bundles and Product Options are documented under Bundle Pricing Configuration Guidelines .

Question 5

What are two ways Salesforce CPQ Advanced Approvals support obtaining apprgvat from a group in a single Approval Steps?

Choose 2 answers

AAny group member may approve.

BSmart Approvals can exclude group members below the approval threshold.

CApproval must be obtained from one group member at a time.

DAll group members most approve.

Answer : A, D

Approval Scenarios in Advanced Approvals:Salesforce CPQ Advanced Approvals allows flexible approval processes, including the ability to handle group approvals within a single step.

Key Features:

Any group member may approve: If this option is configured, approval from one group member is sufficient to move the approval step forward.

All group members must approve: When this option is selected, every group member must approve the request before the step can proceed.

Configuration Steps:

Navigate to the Approval Rule and ensure that the Approval Chain or Approval Step is configured to support group-based logic.

Specify the behavior for the group in the Approval Step Settings.

Use Cases:

Use 'Any group member may approve' for time-sensitive scenarios.

Use 'All group members must approve' for critical approvals that require consensus.

Question 6

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 7

The Universal Containers sales operations team wants to ensure that without reopening the Quote Line Editor, quotes have current information prior to submitting them for approval.

Which two actions could the admin take to meet the business requirement?

Choose 2 answers

AChange the value of a field in the Calculating Fields Field Set.

BCreate a new Lightning button to trigger recalculation.

CAdd the Calculate button to the quote layout.

DCreate a Flow to trigger recalculation upon record save.

Answer : A, C

Requirement:

Ensure that quotes are recalculated with current information prior to approval without reopening the Quote Line Editor.

Solution:

Option A: Adding or modifying a field in the Calculating Fields Field Set automatically triggers recalculation for quotes.

Option C: Including the Calculate button on the quote layout provides users with a manual option to trigger recalculation before approval.

Why Other Options Are Incorrect:

B and D: These require additional customization (e.g., creating a custom Lightning button or Flow) and are not standard CPQ features.

Salesforce CPQ Reference:

The Calculating Fields Field Set and Calculate Button functionalities are well-documented as standard CPQ tools .

Salesforce Certified CPQ Administrator Sales-Admn-202 Exam Questions