Salesforce CPQ-201 Exam (page: 5)
Salesforce CPQ Admin Essentials for New Administrators
Updated on: 31-Mar-2026

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The Admin has set up a yearly price dimension on Product Z. The User has added Product Z to a quote with a 30-month subscription term and sees that Year 3 is the partial segment, but the customer requires Year 3 to be a full year. What steps should the Admin take to enable the User to choose which year represents the partial segment?

  1. Place the "First Segment Term End Date" field into the Line Editor field set on the Quote object.
  2. Place the "Start Date" and "End Date" fields into the Segmented Line Editor field set on the Quote Line object.
  3. Place the "Subscription Term" field into the Segmented Line Editor field set on the Quote Line object.
  4. Place the "Partial Segment" field into the Segmented Line Editor field set on the Quote Line object.

Answer(s): A



The Admin has created the "Promotional Discount ABC" price rule below. TABLE Assuming a quote where all conditions form this rule are met, which products on the quote get a discount?

  1. Product C
  2. Product A, Product B, and Product C
  3. Product A and Product C
  4. Product B and Product C

Answer(s): D



A User tries to add a specific product to the quote and has typed the full Product Name into the Product Name search filter and clicks apply, but does not see the product in the search results. What is the reason why this product is not displayed?

  1. A hidden search filter was set
  2. A product rule is firing
  3. A quote process is active.
  4. "Sort Products in Memory" is enabled.

Answer(s): A



Universal Containers wants to default information on the Quote Line from a Product field. How should this information be transferred?

  1. Create a cross-object formula field that stores the Product Field's value in the Quote Line field.
  2. Create two fields with the same API name and type on the Product and Quote Line.
  3. Create a Price Rule that stores the Product field's value in the Quote Line field.
  4. Create a Workflow Rule that stores the Product field's value in the Quote Line filed.

Answer(s): B



User A at Universal Containers has an active quote with Company

  1. Before the quote is finalized, however, Universal Containers enters into an agreement with Company A to always provide a 20% discount on one of the products that User A is quoting. An Admin has correctly configured the contracted price. When User A recalculates, however, the contracted price is not applied. What explains this behavior?
  2. The User must press Refresh Prices to see the effect.
  3. The quote line for this product has Non Discountable checked.
  4. The contracted price is only applied when adding a product.
  5. The User must set Allow Contracted Prices on their quote.

Answer(s): C



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