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Exam Number : CPQ-201
Exam Name : Salesforce CPQ Admin Essentials for New Administrators
Vendor Name : Salesforce
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CPQ-201 exam Format | CPQ-201 Course Contents | CPQ-201 Course Outline | CPQ-201 exam Syllabus | CPQ-201 exam Objectives


Exam Specification: CPQ-201 Salesforce CPQ Admin Essentials for New Administrators

Exam Name: CPQ-201 Salesforce CPQ Admin Essentials for New Administrators
Exam Code: CPQ-201
Exam Duration: 90 minutes
Passing Score: 65%
Exam Format: Multiple-choice
Exam Delivery: Proctored online or at a testing center

Course Outline:

1. Introduction to Salesforce CPQ
- Overview of Salesforce CPQ and its benefits
- Key features and capabilities of Salesforce CPQ
- Introduction to the CPQ administration interface

2. Product Setup and Configuration
- Creating and managing products in Salesforce CPQ
- Configuring pricing rules and discount schedules
- Defining product bundles and options

3. Pricing and Quote Creation
- Managing price lists and price books
- Creating and customizing quote templates
- Configuring quote line editors and quote line fields

4. Quote Calculation and Pricing
- Understanding quote calculation and pricing methods
- Configuring price rules and pricing strategies
- Implementing pricing and discounting formulas

5. Quote Document Generation and Delivery
- Generating and customizing quote documents
- Configuring document templates and merge fields
- Emailing and delivering quotes to customers

6. Contract Management and Renewals
- Setting up contract management in Salesforce CPQ
- Configuring contract templates and terms
- Managing contract renewals and amendments

7. Reporting and Analytics
- Utilizing standard and custom reports in Salesforce CPQ
- Analyzing sales and quoting performance
- Monitoring key metrics and generating dashboards

Exam Objectives:

1. Understand the fundamentals and benefits of Salesforce CPQ.
2. Configure and manage products in Salesforce CPQ.
3. Set up pricing rules and discount schedules.
4. Create and customize quotes using Salesforce CPQ.
5. Calculate and apply pricing and discounts accurately.
6. Generate and deliver quote documents to customers.
7. Manage contracts and renewals in Salesforce CPQ.
8. Utilize reporting and analytics features in Salesforce CPQ.

Exam Syllabus:

Section 1: Introduction to Salesforce CPQ (10%)
- Overview of Salesforce CPQ and its benefits
- Key features and capabilities of Salesforce CPQ
- CPQ administration interface overview

Section 2: Product Setup and Configuration (20%)
- Creating and managing products in Salesforce CPQ
- Configuring pricing rules and discount schedules
- Defining product bundles and options

Section 3: Pricing and Quote Creation (15%)
- Managing price lists and price books
- Creating and customizing quote templates
- Configuring quote line editors and fields

Section 4: Quote Calculation and Pricing (20%)
- Quote calculation and pricing methods
- Configuring price rules and pricing strategies
- Implementing pricing and discounting formulas

Section 5: Quote Document Generation and Delivery (15%)
- Generating and customizing quote documents
- Configuring document templates and merge fields
- Emailing and delivering quotes to customers

Section 6: Contract Management and Renewals (10%)
- Setting up contract management in Salesforce CPQ
- Configuring contract templates and terms
- Managing contract renewals and amendments

Section 7: Reporting and Analytics (10%)
- Utilizing standard and custom reports in Salesforce CPQ
- Analyzing sales and quoting performance
- Monitoring key metrics and generating dashboards



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Educación

¿Qué es un Seguro Educativo? La Comisión Nacional para la Protección y Defensa de los Usuarios de Servicios Financieros (Condusef) define al seguro educativo como un instrumento financiero, de supervivencia del menor, en el que durante determinado tiempo el padre, madre o tutor paga una prima (cantidad mensual, trimestral, semestral o anual) y el beneficiario recibirá al cumplir 15, 18 o 22 años, una suma asegurada para continuar sus estudios.

Seguro Educativo

Es un plan a través del cual garantiza un capital que ayudará a pagar la educación universitaria o de posgrado de sus hijos además de brindarle protección por Fallecimiento o Invalidez. Puede asegurar a otra persona que tenga como interés común la educación del menor asegurado mediante la opción mancomunada. Tiene la opción de elegir la edad en la que el menor recibir el beneficio, ya sea a los 18 - 22 años además del tipo de moneda a contratar: nacional, dólares americanos o udis, entre otros beneficios. Contiene básicamente tres componentes: Ahorro. Son las aportaciones periódicas denominadas primas para alcanzar la suma asegurada. Seguro. Cubre el riesgo contra invalidez o fallecimiento de los padres o tutores, el cual podría afectar el cumplimiento de la meta. Inversión. El ahorro acumulado crece con el tiempo para que no

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© ARM Seguros 2017

Educación

¿Qué es un Seguro Educativo? La Comisión Nacional para la Protección y Defensa de los Usuarios de Servicios Financieros (Condusef) define al seguro educativo como un instrumento financiero, de supervivencia del menor, en el que durante determinado tiempo el padre, madre o tutor paga una prima (cantidad mensual, trimestral, semestral o anual) y el beneficiario recibirá al cumplir 15, 18 o 22 años, una suma asegurada para continuar sus estudios.

Seguro Educativo

Es un plan a través del cual garantiza un capital que ayudará a pagar la educación universitaria o de posgrado de sus hijos además de brindarle protección por Fallecimiento o Invalidez. Puede asegurar a otra persona que tenga como interés común la educación del menor asegurado mediante la opción mancomunada. Tiene la opción de elegir la edad en la que el menor recibir el beneficio, ya sea a los 18 - 22 años además del tipo de moneda a contratar: nacional, dólares americanos o udis, entre otros beneficios. Contiene básicamente tres componentes: Ahorro. Son las aportaciones periódicas denominadas primas para alcanzar la suma asegurada. Seguro. Cubre el riesgo contra invalidez o fallecimiento de los padres o tutores, el cual podría afectar el cumplimiento de la meta. Inversión. El ahorro acumulado crece con el tiempo para que no pierda su poder adquisitivo