Key details for this exam, checked against the published exam outline
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The Admin at Universal Containers wants to add Maintenance and Support products to the parent bundle. Maintenance and Support products should display in separate sections during configuration, with the Support products displaying above the Maintenance products. How should the Admin set up the Product to meet both requirements?
Requirement:
Maintenance and Support products must display in separate sections during configuration.
Support products should appear above Maintenance products.
Solution:
Product Features are used to organize Product Options into sections.
The Number field on Product Features determines the order in which the sections appear.
Support should have a lower Number value to appear above Maintenance.
Salesforce CPQ Reference:
The Product Features Configuration Guidelines explain how to use features and their ordering mechanisms .
Universal Containers requires a subset of products to be viewed based on a button on the Quote Line Editor.
Which Salesforce CPQ functionality will satisfy this requirement?
Requirement:
To allow sales reps to view a subset of products via a button in the Quote Line Editor.
Solution:
A Custom Action with a Search Filter is configured to dynamically limit the displayed products.
Mechanism:
The Custom Action triggers the Product Selection process, with the Search Filter applying criteria to display only the desired subset of products.
Salesforce CPQ Reference:
Custom Actions and Search Filters are documented as the preferred method to customize product visibility in the Product Selection process .
Universal Containers sells a total of 100 Products. There are 80 Products that are generally available for selection by all users (General Access). The remaining 20 Products should only be available to a certain group of users (Special Access).
Which Product Selection and Price Book strategy should the admin utilize to meet the requirements?
Requirement:
Provide 80 products for general access while restricting access to 20 special products for a specific user group.
Solution:
Two Price Books:
General Access Price Book: Includes only the 80 products available to all users.
Special Access Price Book: Includes all 100 products for users with elevated access.
Guided Selling: Dynamically assigns the appropriate Price Book based on user access level, ensuring visibility is controlled.
Salesforce CPQ Reference:
The Price Book strategy with Guided Selling is detailed in the Product and Price Configuration guidelines .
Universal Containers wants to quote a product that will persist until the customer cancels the subscription.
How should the admin set up this product so all downstream processes create perpetual subscriptions?
Requirement Overview:
Universal Containers wants to create a subscription product that will persist indefinitely unless canceled by the customer.
Key Configuration:
The Evergreen value in the Subscription Type field defines a perpetual subscription in Salesforce CPQ.
Using a Price Rule ensures this field is dynamically set on each Quote Line for the product, automating downstream processes such as contract generation and order management.
Steps to Implement:
Create a Price Rule targeting the Quote Line object.
Set the Subscription Type field to Evergreen for the relevant Quote Lines.
Activate and test the Price Rule to confirm the behavior.
An admin has created a text field Configuration Attribute for Bundle
Requirement:Populate a Configuration Attribute with a dynamic value when the configurator page loads.
Solution Mechanics:
Process Builder can be used to dynamically set values on records based on predefined logic.
By targeting the Product Option field, which maps to the Configuration Attribute, Process Builder ensures that the value is set upon record creation.
Steps to Implement:
Create a new Process Builder.
Trigger on the creation of the Quote Line record (or related record based on Configuration Attribute setup).
Define criteria to determine the dynamic value.
Use the Update Records action to populate the Product Option field with the default value.
Advantages of Process Builder:
Allows for dynamic and conditional logic.
Automates the default value population without user intervention.
Testing and Validation:
Create a test bundle with the Configuration Attribute.
Load the configurator and verify that the attribute is pre-populated.
The admin at Universal Conteiners has received several reports that unwanted price changes have occurred on Quotes that have already been approved.
Which two configuration changes should the admin make to prevent this issuc from happening?
Choose 2 answers
Requirement Overview:
Prevent users from making price changes to Quotes or Quote Lines that have already been approved.
Solutions:
C . Validation Rule:
Create a Validation Rule to block any material changes to approved Quotes or Quote Lines.
D . Product Rule:
Use a Validation Product Rule to prevent edits to pricing fields once a Quote has been approved.
Steps to Configure:
Validation Rule:
Navigate to Setup > Validation Rules for the Quote and Quote Line objects.
Create rules to restrict edits when the status is set to Approved.
Product Rule:
Create a Validation Product Rule targeting Quote or Quote Line fields.
Validation:
Test by attempting to edit an approved Quote and verifying the system prevents changes.
Exam domains verified against: Official Salesforce Sales-Admn-202 exam guide, last checked October 2026.
Master the configuration of Price Rules using lookup objects and formula fields to support complex pricing logic. You will manage quote calculation sequences and pricing fields to ensure accurate financial outcomes aligned with business goals.
Design bundle structures that reflect your company's product offerings and create Product Rules to enforce valid combinations. This domain covers the logic needed to guide users toward compliant product selections.
Evaluate different pricing approaches including Discount Schedules, Block Prices, Contracted Prices and subscription models. You will predict pricing outcomes for a variety of business scenarios and constraints.
Design Quote Templates that present information to customers in a clear, branded format. Template setup involves configuring sections, fields and calculations to meet specific customer communication needs.
Configure the product discovery experience using Search Filters, field sets and Custom Actions. You will build user interfaces that guide sales teams to find and configure the right products quickly.
Work with the data flow from quotes through to Orders and Contracts. You will set up processes for generating renewal and amendment Quotes and determine when to use Orders, Contracts, Subscriptions and Assets.
Set up the product catalog including Products, Price Books and Price Book Entries. Your configuration decisions here drive how pricing is calculated and which products are available to different customer segments.
Implement approval workflows using Salesforce native approvals or Advanced Approvals to control quote authorization. You will route quotes based on criteria like discount level or deal size.
Common questions about the exam itself
