Salesforce CPQ-201 Exam Questions
Salesforce CPQ Admin Essentials for New Administrators (Page 8 )

Updated On: 16-Feb-2026

The Admin at Universal Containers created the following range Discount Schedule: The Users are confused by the results when the quantity falls on a number that is the threshold for an Upper/Lower Bound. For example, when 20 is selected, the discount percent is 30%. The users are expecting a discount percent of 20%.
Which explanation best explains this phenomenon?

  1. Lower bound is inclusive, upper bound is exclusive
  2. The Discount Schedule should be type Slab instead of Type Range
  3. The Discount Schedule should is a Term schedule, but should be Quantity
  4. The Discount Schedule should have Inclusive set to True.

Answer(s): A,C



The Admin wants to display specific customer information from the Account object onto the output document.
Which object should this information be referenced on to be pulled into an HTML Template Content record?

  1. Quote Line
  2. Quote
  3. Opportunity
  4. Template

Answer(s): B



An Admin has made numerous changes to a Template Content record over the course of a day, and now finds that the "Failed to Load PDF" error message appears when the output document is generated.
Which steps should the Admin perform to diagnose the Error?

  1. Edit the template content and view as source, then modify HTML until clicking Check Syntax results in "No Errors."
  2. Download the template content via Dataloader and analyze the HTML source, modify and replace HTML until the template renders.
  3. Copy and paste the content into a text editor and run a syntax checker, modify and replace HTML until the template renders.
  4. Clone the record, reference the clone in place of the original record, then delete elements (such as table rows) until the template renders.

Answer(s): D



Universal Containers has quotes that have multiple Quote Lines for the same Product. They require all Products with the Product Name to be combined and summed into one line on the Quote Document. How should the Admin set up the Quote Template to meet this requirement?

  1. Set the Roll up Field to be Product.
  2. Set the Group Field to be Product.
  3. Set the Sub Group Field to be Product
  4. Set the Total Field to be Net Total.

Answer(s): A



Universal Containers wants to calculate the net amount of all hardware products on a quote. For this purpose, the Admin creates a price rule injecting the result of a summary variable into a quote field.
Which picklist value(s) from the Calculator Evaluation Event field should be selected for this price rule?

  1. Before Calculate and On Calculate
  2. After Calculate
  3. On Calculate
  4. On Calculate and After Calculate

Answer(s): B






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