Cisco®
CompTIA
Checkpoint
ISC
EC-Council
EXIN
Fortinet
ITIL®
Juniper
Microsoft
VMware
Avaya
SAP
Google
Salesforce
Amazon
Palo Alto Networks
ISC2
All Vendors
  2. Home
  3. Exams
  4. Salesforce
  5. Sales-Admn-202

Free Salesforce Sales-Admn-202 Exam Questions (page: 9)

Page 8 of 44
PDF with 213 Questions

When Product A is Added to a Primary Quote, sales reps can view the Quote Une and make adjustments. However, an Opportunity Une Item is missing for Product A after the Primary Quote has been saved.
What are two possible causes for this behavior?
Choose 2 answers

  1. Product A has 'Hidden'' set to TRUE.
  2. Product A has "Component" set to TRUE.
  3. Product A has "Optional" set to TRUE.
  4. Product A has "Exclude From Opportunity" set to TRUE.

Answer(s): A,B

Explanation:

Cause Analysis:
Hidden = TRUE: Products marked as hidden do not appear in the Opportunity Line Item after saving the Quote.
Component = TRUE: Products flagged as components are part of a bundle and are not directly added as standalone Opportunity Line Items.
Key Settings:
These configurations are commonly used for internal or auxiliary products within a bundle or restricted products.
Salesforce CPQ


Reference:

The behavior is explained under Product Configuration and Quote Mapping .



Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep attach the brochure to each email sent.
What should the Admin do to simplify this process?

  1. Manually attach the PDF as an Additional Document on each Quote the sales rep sends.
  2. Add the PDF as a required Additional Document on the Quote Template.
  3. Upload the PDF into the Documents object folder named Output Attachments.
  4. Create an HTML Template Content record for the PDF and include it in a Template Section.

Answer(s): B

Explanation:

Simplification Method:
By adding the PDF as a required Additional Document in the Quote Template, Salesforce CPQ ensures the PDF is automatically included with each generated Quote.
Steps to Configure:
Navigate to the Quote Template.
Add the PDF file under the Additional Documents section.
Mark it as required for automatic inclusion.
Salesforce CPQ


Reference:

The Additional Documents feature simplifies document management in Quote Templates .



Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product A.
Which field should be set for the Product Option A?

  1. Bundled
  2. Required
  3. Quantity Editable
  4. Selected

Answer(s): B

Explanation:

Understanding the Requirement:
Universal Containers needs Product Option A to be automatically included with Product B during the configuration.
Sales reps should not be able to remove Product Option A.
Salesforce CPQ Mechanism:
The Required field on a Product Option ensures that it is mandatory within a bundle and cannot be deselected by the user during configuration.
Field Behavior:
When the Required checkbox is selected for a Product Option:
The option is always included in the bundle configuration. Users cannot remove or modify it unless additional automation (like a product rule) overrides this setting.
Configuration Steps:
Navigate to the Product Option A record associated with Product B in Salesforce CPQ.
Select the Required checkbox and save the changes.
Ensure that no conflicting product or price rules exist that could affect this behavior.
Field Alternatives and Clarifications:
Bundled: Sets the option as a part of the bundle, but this primarily affects pricing (sets price to zero) and doesn't enforce inclusion.
Quantity Editable: Allows control over whether users can adjust the quantity but does not prevent removal.
Selected: Preselects the option during configuration but still allows users to deselect it.
Verification and Testing:
Create a test configuration with Product B as the parent and verify that Product A is always included in the bundle.
Attempt to remove Product A to confirm that it is not possible.


Reference:

Verified from Salesforce CPQ official guidelines on "Required" field functionality for Product Options.



What are two ways Salesforce CPQ Advanced Approvals support obtaining apprgvat from a group in a single Approval Steps?
Choose 2 answers

  1. Any group member may approve.
  2. Smart Approvals can exclude group members below the approval threshold.
  3. Approval must be obtained from one group member at a time.
  4. All group members most approve.

Answer(s): A,D

Explanation:

Approval Scenarios in Advanced Approvals:Salesforce CPQ Advanced Approvals allows flexible approval processes, including the ability to handle group approvals within a single step.
Key Features:
Any group member may approve: If this option is configured, approval from one group member is sufficient to move the approval step forward.
All group members must approve: When this option is selected, every group member must approve the request before the step can proceed.
Configuration Steps:
Navigate to the Approval Rule and ensure that the Approval Chain or Approval Step is configured to support group-based logic.
Specify the behavior for the group in the Approval Step Settings.
Use Cases:
Use "Any group member may approve" for time-sensitive scenarios. Use "All group members must approve" for critical approvals that require consensus.



An Admin wants to generate one Asset record for each Quantity of a new Product. Currently, zero Asset records are generated for this Product when included on Quotes that are Contracted.
Which setting should the Admin change to meet the business requirement?

  1. Set the Product field Asset Conversion picklist to One per Unit.
  2. Set the CPQ Package setting Renewal Model to Asset Based.
  3. Set the Account field Renewal Model to Asset Based.
  4. Set the Product field Asset Amendment Behavior picklist to Allow Refund.

Answer(s): A

Explanation:

Requirement Overview:
Admin needs to generate one Asset record for each unit of the Product upon contracting.
Solution Details:
The Asset Conversion field determines how Salesforce CPQ creates Asset records from Quote Lines. Setting Asset Conversion to One per Unit ensures that for each quantity of the Product, a corresponding Asset is created.
Steps to Configure:
Navigate to the Product record.

Locate the Asset Conversion picklist and select One per Unit. Save and test the configuration by creating a Quote, contracting it, and verifying the Asset creation.



Viewing page 9 of 44
Viewing questions 41 - 45 out of 213 questions



Post your Comments and Discuss Salesforce Sales-Admn-202 exam prep with other Community members:

Sales-Admn-202 Exam Discussions & Posts