Pass the Salesforce Administrator Sales-Admn-202 Questions and answers with ExamsMirror

Requirement:

Prevent users from reconfiguring a bundle after its initial configuration.

Solution:

Set Configuration Type to Allowed to permit configuration during initial setup.

Set Configuration Event to Add to allow configuration only when the product is added, blocking reconfiguration later.

Why Other Options Are Incorrect:

A: Disabled blocks all configuration, including initial setup.

B: Configuration Event = Always allows continuous reconfiguration.

D: Reconfigure Line Custom Action is unrelated to this requirement.

Salesforce CPQ Reference:

Configuration Type and Event settings are documented in Bundle Configuration ​.

 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.

 Requirement:

Track individual serial numbers for each unit of Product A sold.

 Solution Details:

Asset Conversion Field determines how assets are created from Quote Lines.

Setting Asset Conversion to One Per Unit creates one Asset record for each unit sold, allowing tracking of individual serial numbers.

 Implementation:

Navigate to the Product Record for Product A.

Set Asset Conversion to One Per Unit.

 Justification:

This setup aligns with Salesforce CPQ's approach for granular tracking of Assets associated with product sales​​.

 Scenario Breakdown:

Adventure in a Box:

List Price = $10

Discount = 50%

Net Price = $5 (after 50% discount).

Premium Support:

Percent of Total Base = List Price.

Percent of Total = 10%.

 Calculation of Premium Support:

Percent of Total applies to the Net Price of Adventure in a Box.

Net Total of Premium Support = $5 × 10% = $0.50 per month.

For 12 months: $0.50 × 12 = $12.00.

Scenario:

Renewal Pricing Method is set to List, and the Quote contains standalone fixed-price subscription and non-subscription products.

Behavior:

Discounts from the original Quote are carried forward to the renewal Quote automatically as part of the renewal process, ensuring consistency in pricing.

Salesforce CPQ Reference:

Renewal Quote generation processes consider discounting rules as part of the Renewal Pricing Method ​.

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 Scenario Overview:

List Unit Price: Product A's standard price is $150.

Contracted Price: CK has a contracted price of $100 for Product A.

Discretionary Discount: CK negotiated a 10% discretionary discount for this deal.

 Price Calculation:

List Unit Price remains the standard price of $150.

Regular Unit Price applies the contracted price of $100.

Customer Unit Price: After applying the 10% discretionary discount on the contracted price,Customer Unit Price=100−(100×0.1)=90\text{Customer Unit Price} = 100 - (100 \times 0.1) = 90Customer Unit Price=100−(100×0.1)=90.

Net Unit Price matches the Customer Unit Price for the 10 units being purchased, which is $90.

 Salesforce CPQ Reference:

Salesforce CPQ Contracted Price logic ensures negotiated prices override the List Price, and additional discretionary discounts apply as expected ​.

 Requirement Overview:

Configure tiered pricing for Product A specific to a customer for all future Quotes.

 Solution Details:

Use a Discount Schedule with tiered pricing.

Assign the Discount Schedule to a Contracted Price record tied to the customer's Account.

 Steps to Configure:

Create the Discount Schedule with the desired tiers.

Navigate to the customer’s Account.

Create a Contracted Price record:

Reference Product A.

Assign the Discount Schedule.

 Validation:

Generate a Quote for the customer and confirm the tiered pricing is applied correctly.

 Requirement Overview:

Show or hide price-related data in the Quote PDF based on the Primary Checkbox field value.

 Solution Details:

The Conditional Print Field on Template Sections enables dynamic visibility.

Add the Primary Checkbox as a reference in the Conditional Print Field for the section containing price-related columns.

 Steps to Configure:

Navigate to the Quote Template.

Locate the section containing price-related data.

Set the Conditional Print Field to reference the Primary Checkbox.

 Validation:

Generate PDFs with the Primary checkbox set to both True and False and confirm the expected visibility of pricing data.

 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 ​.

UESTION NO: 83

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?

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

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

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

D. Using 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:

Advanced Approvals functionality, including the Preview Approval button, is detailed in CPQ Approval Configuration ​.