Sales-Admn-202 Exam Questions and Answers

QUESTION: 9

Universal Containers must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based in the Start Dates. How can a CPQ Specialist meet this business requirement?

Separate Quotes must be created for each unique Start Date.
Set both the Order by Quote Line Group and Ordered checkboxes to True.
Change Default Order Start Date in CPQ Package settings to Quote Start Date.
Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.

Answer(s): D

Explanation:

Business Requirement Context:
Universal Containers needs the ability to split Orders by the Start Dates of the Quote Lines. Each Order generated will correspond to a unique Start Date.
Key Salesforce CPQ Features:
Order By Field: This field on the Quote allows CPQ specialists to specify the criteria for splitting orders. By selecting the SBQQ__StartDate__c field, orders will be created based on the Start Dates of Quote Lines.
Ordered Checkbox: Setting this to True ensures that the Quote Lines are converted into Orders during the ordering process.
Step-by-Step Configuration:
Navigate to the Quote in Salesforce CPQ.
Locate the Order By picklist field and set its value to SBQQ__StartDate__c. This ensures Quote Lines are grouped by their Start Dates for Order generation. Check the Ordered checkbox on the Quote to mark it ready for Order generation.
Expected Outcome:
When the Orders are generated, CPQ will create separate Order records for each unique Start Date present in the Quote Lines.
Validation and Testing:

Create a Quote with multiple Quote Lines having different Start Dates. Process the Quote through the Ordering process to verify separate Orders are created for each Start Date.

Reference:

This approach is aligned with Salesforce CPQ's guidelines for managing multi-start date Orders and can be verified under "Guidelines for Splitting Orders" in the official Salesforce CPQ documentation.

Reveal Solution Next Question

QUESTION: 10

"UC wants to show a custom text field on their Quote Document. This field with API name Additional_Text__c already exists and is located on the Quote object.
What is the correct syntax to insert this into an HTML Template Content?

{!quote.Additional_Text__c}
{Iquote__r.Additional_Text__c}
{ISBQQ__Quote__r.Additional_Text__c}"
{ISBQQ__Quote__c.Additional_Text__c}

Answer(s): A

Explanation:

Field Location and API Name:
The custom text field Additional_Text__c resides on the Quote object. In Salesforce CPQ, the correct syntax to reference fields in HTML templates is to use the merge field syntax appropriate to the object.
Syntax
{!quote.Additional_Text__c} directly references the field from the Quote object in a format recognized by the CPQ document generation engine.
Alternative options such as {ISBQQ__Quote__r.Additional_Text__c} reference lookup relationships and do not apply here.
Salesforce CPQ

Reference:

As per the Quote Template Content documentation, use the merge fields directly associated with the object being utilized in the template .

Reveal Solution Next Question

QUESTION: 11

What is the correct order of data import to load Quote Template in CPQ?

Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term Conditions
Quote Content, Quote Name, Quote Section, Quote Line Columns, Template Terms, Term Conditions
Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term Conditions
Quote Name, Quote Section, Quote Line Columns, Quote Content, Template Terms, Term Conditions

Answer(s): A

Explanation:

Data Import Order for Quote Templates:
Salesforce CPQ requires Quote Template data to be imported in a structured order to ensure that relationships between objects are correctly established. Quote Template: Base structure for the quote document.
Template Sections: Define sections of the quote.
Line Columns: Specify how data appears in tables within the quote. Template Content: Includes HTML and text for the quote layout.
Quote Terms: Define legal or contractual terms.
Term Conditions: Conditions related to the terms.
Salesforce CPQ

Reference:

Best practices for Quote Template imports align with Salesforce CPQ implementation guides for maintaining dependencies .

Reveal Solution Next Question

QUESTION: 12

Cloud Kicks (CK) uses Salesforce CPQ to streamline its sales process for customers, partners, and distnbutors. As part of CK's implementation, sales reps are able to specify a Partner Discount within the Quote Line Editor.
Sales reps are reporting the Quote and Quote Lines' prices fail to recalculate automatically after a value is entered or changed m the Partner Discount field. The reps must press the Save or Quick Save button manually to trigger the calculation instead. How can the consultant ensure the real-time calculation is triggered in response to field changes within the Quote Une Editor?

Enable the Partner Discount in the Calculating Fields field set
Ensure the ChannelDiscountsOffUst__c field value is set to 1.
Enable the Calculate Immediately field on the Pricing and Calculation tab.
Ensure the ApplyPartnerDiscountfirst__c field value is set to 1.

Answer(s): C

Explanation:

Real-Time Calculation:
The Calculate Immediately field in CPQ ensures that pricing calculations occur automatically when changes are made in the Quote Line Editor without requiring manual saving.
Field Behavior:
Enabling this field configures CPQ to detect changes to the Partner Discount or other relevant fields and trigger real-time recalculations.
Salesforce CPQ

Reference:

Configuration settings for real-time pricing calculations are documented in the Pricing and Calculation Package Settings .

Reveal Solution Next Question

QUESTION: 13

An admin has created a Product and defined Price Dimensions for yearly segments. They want the Product to appear unsegmented when it is first added to a Quote, with the option to segment when needed.

Create a Quote formula field named StartSegment_c that returns 0.
Set the Price Dimension's Type to One-Time.
Set the Product's Default Pricing Table to Standard.
Set the Display Order of the Desegment Line action to 1.

Answer(s): C

Explanation:

Unsegmented Product Setup:
By setting the Default Pricing Table to Standard, the product appears unsegmented when first added to a quote.
This allows users to manually segment the product later if necessary.
Default Pricing Table Configuration:
The Standard table ensures that pricing is applied uniformly across the quote without segmentation.
Salesforce CPQ

Reference:

This behavior is defined in the Price Dimension Configuration Guidelines in CPQ documentation .

Reveal Solution Next Question

QUESTION: 14

Northern Trail Outfitters (NTO) has a growing list of Products. NTO has experienced challenges in keeping its bundled Products up-to-date and has asked the CPQ Specialist if there is a better way to manage its Product catalog.
Which option is the most appropriate for the CPQ Specialist to suggest first?

Use Option Layout of Tabs for the bundle parent to expose Features on individual tabs within Product Configuration.
Use a Dynamic Feature for the bundle parent and create a Filter Product Rule.
Use Nested Bundles to reduce the number of Product Options that need to be maintained when new products become available.
Use the Preserve Bundle Structure checkbox in Package Settings to allow new products to be added to existing bundles.

Answer(s): B

Explanation:

Dynamic Features:
A Dynamic Feature allows administrators to automatically update or populate Product Options for a bundle based on defined rules and conditions.
Filter Product Rules:
Applying a Filter Product Rule ensures that only relevant or newly available products appear as options for the bundle. This reduces manual maintenance while keeping the bundle dynamic.
Salesforce CPQ

Reference:

Dynamic Features and Filter Product Rules are part of advanced bundling techniques documented under Product Configuration .

Reveal Solution Next Question

QUESTION: 15

Given the Discount Schedule and pricing details of the Cloud Storage Product, what is the calculated Regular Unit Price for the Quote Line?
Quote line field values:
*List price: $100
*Quantity: 5
Discount Schedule field values:
*Type: Slab
*Discount Unit: Percent

$480.00
$450.00
$500.00
$470.00

Answer(s): D

Explanation:

Scenario Breakdown:
List Price = $100
Quantity = 5
Discount Schedule Type = Slab
Discount Unit = Percent
Slab Discount Mechanism:
In a Slab Discount Schedule, the discount applies to the units within each tier individually, not cumulatively.
If the quantity is within the first slab, no discount applies unless specified for that slab.
Calculation:
Assuming the Discount Schedule for the first slab (15) has a 6% discount:
Regular Unit Price = List Price × (1 - Discount Percent) Regular Unit Price = $100 × (1 - 0.06) = $94 per unit.
For 5 units: Total Price = $94 × 5 = $470.
Validation:This approach aligns with Salesforce CPQ Discount Schedule functionality for Slab Type Discount.
==================

Reveal Solution Next Question

QUESTION: 16

Universal Containers is utilizing Lookup Price Rules to pull Daily Rate values from the Rental Rates object. After activating the Price Rule, the admin notices the Daily Rate value remains blank, but the user is still able to save the quote.
Which aspect of the Price Rule should the admin review to identify the underlying issue?

Confirm the API Name selected in the SBQQ__LookupObject__c field on the Price Rule record Is Inputted accurately.
Confirm the Conditions of the Price Rule are configured accurately based on expected behavior,
Confirm the Tested Field(s) referenced In the Lookup Queries of the Price Rule exist on the Lookup object.
Confirm the Lookup Queries of the Price Rule are configured to pull only a single referenced value from the Lookup object.

Answer(s): A

Explanation:

Issue Context:
Lookup Price Rules rely on the SBQQ__LookupObject__c field to reference the target object (e.g., Rental Rates).
If this API name is inaccurate or incorrectly input, the rule will fail to retrieve the desired value.
Review Steps:
Go to the Price Rule record.

Check the SBQQ__LookupObject__c field. Confirm the API Name of the Rental Rates object is accurate.
Example: Ensure the API name matches exactly (e.g., Rental_Rates__c).
Additional Checks:
Verify the Lookup Queries. Ensure the filter conditions correctly target a valid record on the referenced object.
Salesforce Documentation

Reference:

This behavior follows Salesforce CPQ's guidelines on Lookup Price Rules configuration.

Reveal Solution Next Question

Salesforce Sales-Admn-202 Exam (page: 2) Salesforce Certified CPQ Administrator Updated on: 12-Feb-2026

QUESTION: 9

Explanation:

Reference:

QUESTION: 10

Explanation:

Reference:

QUESTION: 11

Explanation:

Reference:

QUESTION: 12

Explanation:

Reference:

QUESTION: 13

Explanation:

Reference:

QUESTION: 14

Explanation:

Reference:

QUESTION: 15

Explanation:

QUESTION: 16

Explanation:

Reference:

Salesforce Sales-Admn-202 Exam (page: 2)
Salesforce Certified CPQ Administrator
Updated on: 12-Feb-2026