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Salesforce CPQ-201 Exam Questions
Salesforce CPQ Admin Essentials for New Administrators (Page 9 )

Updated On: 16-Feb-2026
Page 9 of 50
PDF with 243 Questions

Universal Containers has Quote Terms specific to Product X and separate Quote Terms specific to Product Y. The Admin has created an output document with separate Template Sections for each set of Quote Terms. Each Template Section references a separate Template Content record.
Which tasks should the admin complete to ensure Quote Terms for Product X and Y appear separately in the output document?

  1. Set the Product X Template Section filter fields to Product Code = Product X; repeat for Product Y.
  2. Create a Term Condition for all Product X Quote Terms where Section = Template Section X; repeat for Product Y.
  3. Set the Template Content field for all Product X Quote Terms to the Product X Template Content record; repeat for Product Y.
  4. Delete the second Template Section and set the Group field on the remaining Template Section to SBQQ__ProudctCode__c.

Answer(s): A



Universal Containers sells a subscription Product Y that is sometimes sold in yearly segments and sometimes sold in quarterly segments. How should the Admin configure price dimensions for Product Y to allow the User to determine segment length?

  1. Create one price dimension with Type set to Custom.
  2. Create two price dimensions, one with Type set to Yearly, the other with Type set to Quarterly.
  3. Add the "Segment Type" field to the Segment Line Editor field set on the Quote Line object.
  4. Create one price dimension with Type set to Yearly and Allow Override set to True.

Answer(s): A



An Admin wants to update a field on all Quote Lines based on a Quote field.
Which setup should the Admin use?

  1. A Workflow Rule, with conditions that check the Quote field values, and a Field Update to Update the Quote Lines.
  2. Process Builder, with conditions that check the Quote field values, and the native functionality to update related records.
  3. A Custom Trigger on the Quote object, with a query to obtain all related Quote Lines, and an update operation after changing the field.
  4. A Price Rule, with conditions that check the Quote field values, and an action to update the Quote Lines.

Answer(s): D



Universal Containers has the following Discount Schedule attached to product L. Product L is a Product Option for two bundles, A and B. A user at Universal Containers has added both bundles to a Quote. In Bundle A, Product L has a Quantity of 7. In Bundle B, Product L has a Quantity of 8. On this Quote, however, both Product Options are being discounted using the second tier in the table above.
Which two actions allow both Product Options to be discounted using the first tier?

  1. Set the Aggregation Scope field on the Discount Schedule to None, as well as uncheck Cross Products.
  2. Apply a separate discount schedule to the Product Option records in each Bundle.
  3. Move Discount Schedule X from Product L to the corresponding Product Option records in each Bundle.
  4. Change the Product Option Type for Product L to Related Product in both Bundles.

Answer(s): A,C



The Admin at Universal containers has created a formula filed to calculate margin on the Quote Line object. This field should be hidden from all Users that are not Admins or management. How can the Admin accomplish this?

  1. Remove the margin field from the Quote Line Editor Field Set for relevant Profiles.
  2. Remove the margin filed from the Quote Line Editor Field Set for relevant Roles.
  3. Set Visible to false for relevant Profiles on the field-level security for the margin field.
  4. Set Visible to false for relevant Roles on the field-level security for the margin field.

Answer(s): C






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