Sales-Admn-202 Exam Dumps - Salesforce Administrator Questions and Answers

 Advanced Approvals Context:

The Opportunity Object is configured out-of-the-box to integrate fully with Advanced Approvals.

Other objects, like the CPQ Quote or Quote Line, may require additional customization.

 Functionality:

Advanced Approvals use Approval Rules, Chains, and Conditions to automate the approval process.

Predefined templates and configurations are readily available for the Opportunity Object.

 Validation:

After installation of the Advanced Approvals package, confirm the Opportunity Object's configuration. No additional setup is required for basic functionality​​.

 Requirement Overview:

Universal Containers wants to sell monthly subscriptions and round additional days up to the nearest month when calculating prorated prices.

 Solution Details:

Subscription Term Unit = Month: Ensures that subscriptions are billed on a monthly basis.

Subscription Prorate Precision = Month: Rounds up additional days to the next month.

 Steps to Configure:

Navigate to CPQ Package Settings > Subscription and Renewal Settings.

Set the Subscription Term Unit to Month.

Set the Subscription Prorate Precision to Month.

Save and test the configuration by creating a Quote with subscription products.

 Validation:

Ensure that additional days are rounded up to the next month in the prorated pricing calculation​​.

 Requirement:

Universal Containers wants to control whether the Additional Discount column appears on the Quote Template.

 Solution:

By creating a custom checkbox field (Show_Discount__c), administrators can dynamically control the visibility of the Additional Discount column.

This checkbox is referenced in the Conditional Print Field of the Quote Template Line Column settings for the Additional Discount column.

 Mechanism:

When the Show_Discount__c checkbox is TRUE, the column appears.

When FALSE, it does not display.

 Salesforce CPQ Reference:

Conditional Print Field functionality in Quote Templates allows for dynamic content visibility based on field values ​.

 Requirement Overview:

Assign generated Approval requests to the user's direct manager.

 Solution:

Salesforce CPQ's Advanced Approvals package includes the setting Next Automated Approver Determined By, which allows Approvals to be routed automatically to the user's manager.

 Steps to Configure:

Navigate to the Approval Process.

Set Next Automated Approver Determined By to Manager.

Save and test the Approval process to ensure it correctly assigns to the manager.

 Requirement Overview:

The C-LID-L product (Lid) should only be selectable if the C-STOR-L product (Container) is included in the bundle.

 Key Configuration:

The Constrained Option field identifies the dependent option in an Option Constraint.

In this case, C-LID-L is the constrained option.

 Steps to Configure:

Navigate to the Option Constraint record.

Set C-LID-L as the Constrained Option.

Set C-STOR-L as the Constraining Option.

 Validation:

Add the bundle to a Quote and verify that C-LID-L is only available when C-STOR-L is selected.

 Requirement Overview:

A product must be priced as 10% of the total fixed-priced products on the Quote.

 Solution Details:

Option A:

Setting the Pricing Method to Percent of Total ensures the price is calculated as a percentage of the total value of other products.

The Subscription Pricing is left blank since it is not a subscription product.

Option D:

Set the Pricing Method to List and Subscription Pricing to Percent of Total to achieve the same result with flexibility for subscription-based products.

 Requirement:

Allow users to generate output documents in Microsoft Word format.

 Solution:

The Allow Output Format Change checkbox in User Settings enables users to select alternative formats like Microsoft Word during document generation.

 Why Other Options Are Incorrect:

A: The checkbox is user-specific, not template-specific.

C: Creating a second template is unnecessary when users can dynamically change the format.

D: Template Sections do not control output formats.

 Salesforce CPQ Reference:

Configuring user settings for document generation is detailed in CPQ Quote Templates Documentation ​.

 Data Import Order for Quote Templates:

Salesforce CPQ requires Quote Template data to be imported in a structured order to ensure that relationships between objects are correctly established.

Quote Template: Base structure for the quote document.

Template Sections: Define sections of the quote.

Line Columns: Specify how data appears in tables within the quote.

Template Content: Includes HTML and text for the quote layout.

Quote Terms: Define legal or contractual terms.

Term Conditions: Conditions related to the terms.

 Salesforce CPQ Reference:

Best practices for Quote Template imports align with Salesforce CPQ implementation guides for maintaining dependencies .

 Scenario:

The Create Order button generates an Order with half the Quote Lines, and the Ordered checkbox is selected.

 Outcome:

When the Ordered checkbox is checked, remaining Quote Lines are eligible for a new Order. A second Order will be generated for the remaining lines.

 Why Other Options Are Incorrect:

A: An Order without Order Products is invalid in this scenario.

C: No error is thrown because multiple Orders are allowed from the Quote.

D: Existing Orders are not updated with new Quote Lines.

 Salesforce CPQ Reference:

The behavior of the Create Order button is detailed in CPQ Order Management documentation ​.

 Requirement Overview:

Universal Containers wants the Shipping Plus product to appear at the top of the Product Selection list.

 Key Configuration:

The Sort Order field determines the sequence of Products in Product Selection.

Products with lower numerical Sort Order values appear at the top.

 Steps to Configure:

Navigate to the Product Record for Shipping Plus.

Set the Sort Order field to the lowest available value (e.g., 1).

Save and test the configuration in the Product Selection screen.

 Validation:

Ensure that Shipping Plus appears at the top of the Product Selection list.