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Sales-Admn-202受験対策書、Sales-Admn-202資格参考書

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Salesforce Sales-Admn-202 認定試験の出題範囲：

トピック
出題範囲

トピック 1

• Orders, Contracts, Amendments, and Renewals: This section of the exam measures skills of Salesforce Consultants and covers understanding the data required for generating Orders and Contracts. It also involves creating renewal and amendment quotes, and deciding when to use Orders, Contracts, Subscriptions, and Assets to satisfy customer and business processes.

トピック 2

• Pricing: This section of the exam measures skills of Salesforce Administrators and covers choosing and applying the right pricing strategies such as Discount Schedules, Block Prices, Contracted Prices, subscription models, and percent-of-total. It also includes determining the expected outcomes of different pricing methods.

トピック 3

• Quote Templates: This section of the exam measures skills of Salesforce Consultants and covers setting up Quote Templates that align with business requirements. It involves configuring layouts and components to generate professional quotes.

トピック 4

• Bundle Configurations: This section of the exam measures skills of Salesforce Consultants and covers setting up bundle structures to meet various business requirements. It evaluates the ability to configure Product Rules that ensure bundles work properly according to defined processes.

トピック 5

• CPQ Platform: This section of the exam measures skills of Salesforce Administrators and covers designing, configuring, and troubleshooting Price Rules using lookup objects and formulas. It involves applying knowledge of the quote calculation sequence, permissions, record types, field sets, and page layouts. It also tests understanding of CPQ data flow across objects, localization and multi-currency setup, package-level settings, and how the CPQ managed package integrates within a Salesforce org.

トピック 6

• Products: This section of the exam measures skills of Salesforce Administrators and covers setting up Products, Price Books, and Price Book Entries. It evaluates understanding of how the product catalog impacts CPQ data flow and the overall quoting process.

 

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Salesforce Certified CPQ Administrator 認定 Sales-Admn-202 試験問題 (Q121-Q126):

質問 # 121
A user hat created two Quotes related to an Opportunity. The user has changed the Primary Quote by checking the Primary checkbox on the non-Primary Quote. After performing this action, the amount or the Opportunity fails to update and the Quote Lines fad to sync to the Opportunity.
What is the root cause of this issue?

• A. The Primary field on the Quote is missing from the Quote object's Calculating Fields field set.
• B. The triggers have been disabled m the Installed Package Settings
• C. Primary Quote Keeps Opportunity Products is set to FALSE in the Installed Package Settings.
• D. Twin fiekJs between the Quote Une and the Opportunity Product need to be set up.

正解：A

解説：
Root Cause:
* The Primary Quote field must be included in the Calculating Fields field set to trigger synchronization between the Quote and Opportunity.
Steps to Resolve:
* Navigate to Setup > Object Manager > Quote.
* Locate the Calculating Fields field set.
* Add the Primary field to the field set.
Testing:
* Change the Primary Quote for an Opportunity and verify that the Quote Lines and Opportunity values sync properly.
Salesforce CPQ Reference:
* The Calculating Fields field set ensures proper updates between related objects during key actions like recalculations.

 

質問 # 122
Universal Containers (UC) licenses shipping software that is sold for a fixed price based on each quantity tier as seen in the table below. For example, buying eight licenses would cost a total of $1,800 rather than multiplying unit price by quantity. Further discounts on this product are unavailable.
Licenses | Price
1-5 | $1,000
6-10 | $1,800
11-20 | $3,000
21-50 | $5,000
50+ | $8,000
Which three steps should the admin take to set up this pricing? (Choose 3 answers)

• A. Set Pricing Method to Block on the Product record.
• B. Create Block Pricing records on the Product for each quantity tier with a different price for each tier.
• C. Set Pricing Method to Fixed Price on the Product record.
• D. Create a Slab Discount Schedule for the Product for each quantity tier with a different discount for each tier.
• E. Set Non Discountable to True on the Product record.

正解：A、B、E

解説：
Block pricing in Salesforce CPQ is used when a fixed price applies to a quantity range, as in this tiered pricing scenario (e.g., $1,800 for 6-10 licenses). Option A sets the Pricing Method to "Block" on the Product, enabling this model. Option E involves creating Block Pricing records for each tier (e.g., 1-5 = $1,000), defining the fixed prices. Option B (Non Discountable = True) ensures no further discounts apply, meeting the requirement. Option C (Fixed Price) applies a single price regardless of quantity, not tiered pricing. Option D (Slab Discount Schedule) is for percentage-based discounts, not fixed block prices. Salesforce CPQ documentation validates this setup for block pricing.
References: Salesforce CPQ Documentation - "Block Pricing" and "Pricing Methods".

 

質問 # 123
Universal Containers (UC) has rolled out a new product, Warranty, priced as 10% of all the hardware products on the Quote. After implementing, UC realizes that the price is calculating a percentage of the prices before discounts have been applied, whereas UC actually wants it to reflect the discounted prices.
Which field should UC update to ensure the pricing is correct to meet the requirement?

• A. Update Percent of Total (%) on the hardware products to 10.
• B. Update Percent of Total Target on Warranty to Standard Warranty.
• C. Update Percent of Total Base on Warranty to Net Price.
• D. Update Percent of Total Category on the hardware products to Hardware.

正解：C

解説：
Requirement Overview:
* Warranty pricing should be based on the discounted prices of hardware products.
Solution Details:
* The Percent of Total Base field determines the pricing basis for Percent of Total Products.
* To ensure the price reflects discounted values, set the Percent of Total Base to Net Price.
Steps to Configure:
* Navigate to the Warranty Product record.
* Update the Percent of Total Base field to Net Price.
* Save and test the configuration by adding hardware products and the Warranty to a Quote.
Validation:
* The Warranty price should now calculate as 10% of the discounted prices of hardware products.

 

質問 # 124
The sales team at Universal Containers wants more control over the Product Information that is displayed on the Quote Template output. Specifically, the team wants to stop displaying the Additional Discount column based on the needs of the transaction.
How should an admin meet the requirement?

• A. Create a custom field called HideAdditionalDiscount__c on the Template Section object, then create two Template Sections, one with HideAdditionalDiscount__c checked.
• B. Create a Special Field on the Quote object with the API Name of HideAdditionalDiscount__c anddisplay it in the Quote Line Editor.
• C. Create two Quote Templates, one with Show Customer Discount as TRUE and another with Show Customer Discount as FALSE.
• D. Create a custom checkbox, Show_Discount__c, and reference it in the Conditional Print Field picklistfor the Additional Discount Line Column.

正解：D

解説：
Requirement:
* Universal Containers wants to control whether the Additional Discount column appears on the Quote Template.
Solution:
* By creating a custom checkbox field (Show_Discount__c), administrators can dynamically control the visibility of the Additional Discount column.
* This checkbox is referenced in the Conditional Print Field of the Quote Template Line Column settings for the Additional Discount column.
Mechanism:
* When the Show_Discount__c checkbox is TRUE, the column appears.
* When FALSE, it does not display.
Salesforce CPQ Reference:
* Conditional Print Field functionality in Quote Templates allows for dynamic content visibility based on field values .

 

質問 # 125
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?

• A. Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Top.
• B. Create an HTML Template Content record with three tables to represent each Product Family.
• C. Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.
• D. Create a Line Items section and set SBQQ__ProductFamily_c as the Roll-Up field.

正解：C

解説：
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.

 

質問 # 126
......

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