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Salesforce CPQ-201 : Salesforce CPQ Admin Essentials for New Administrators Practice Tests

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Exam Number : CPQ-201
Exam Name : Salesforce CPQ Admin Essentials for New Administrators
Vendor Name : Salesforce
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CPQ-201 exam Format | CPQ-201 Course Contents | CPQ-201 Course Outline | CPQ-201 exam Syllabus | CPQ-201 exam Objectives

Exam Specification: CPQ-201 Salesforce CPQ Admin Essentials for New Administrators

Exam Name: CPQ-201 Salesforce CPQ Admin Essentials for New Administrators
Exam Code: CPQ-201
Exam Duration: 90 minutes
Passing Score: 65%
Exam Format: Multiple-choice
Exam Delivery: Proctored online or at a testing center

Course Outline:

1. Introduction to Salesforce CPQ
- Overview of Salesforce CPQ and its benefits
- Key features and capabilities of Salesforce CPQ
- Introduction to the CPQ administration interface

2. Product Setup and Configuration
- Creating and managing products in Salesforce CPQ
- Configuring pricing rules and discount schedules
- Defining product bundles and options

3. Pricing and Quote Creation
- Managing price lists and price books
- Creating and customizing quote templates
- Configuring quote line editors and quote line fields

4. Quote Calculation and Pricing
- Understanding quote calculation and pricing methods
- Configuring price rules and pricing strategies
- Implementing pricing and discounting formulas

5. Quote Document Generation and Delivery
- Generating and customizing quote documents
- Configuring document templates and merge fields
- Emailing and delivering quotes to customers

6. Contract Management and Renewals
- Setting up contract management in Salesforce CPQ
- Configuring contract templates and terms
- Managing contract renewals and amendments

7. Reporting and Analytics
- Utilizing standard and custom reports in Salesforce CPQ
- Analyzing sales and quoting performance
- Monitoring key metrics and generating dashboards

Exam Objectives:

1. Understand the fundamentals and benefits of Salesforce CPQ.
2. Configure and manage products in Salesforce CPQ.
3. Set up pricing rules and discount schedules.
4. Create and customize quotes using Salesforce CPQ.
5. Calculate and apply pricing and discounts accurately.
6. Generate and deliver quote documents to customers.
7. Manage contracts and renewals in Salesforce CPQ.
8. Utilize reporting and analytics features in Salesforce CPQ.

Exam Syllabus:

Section 1: Introduction to Salesforce CPQ (10%)
- Overview of Salesforce CPQ and its benefits
- Key features and capabilities of Salesforce CPQ
- CPQ administration interface overview

Section 2: Product Setup and Configuration (20%)
- Creating and managing products in Salesforce CPQ
- Configuring pricing rules and discount schedules
- Defining product bundles and options

Section 3: Pricing and Quote Creation (15%)
- Managing price lists and price books
- Creating and customizing quote templates
- Configuring quote line editors and fields

Section 4: Quote Calculation and Pricing (20%)
- Quote calculation and pricing methods
- Configuring price rules and pricing strategies
- Implementing pricing and discounting formulas

Section 5: Quote Document Generation and Delivery (15%)
- Generating and customizing quote documents
- Configuring document templates and merge fields
- Emailing and delivering quotes to customers

Section 6: Contract Management and Renewals (10%)
- Setting up contract management in Salesforce CPQ
- Configuring contract templates and terms
- Managing contract renewals and amendments

Section 7: Reporting and Analytics (10%)
- Utilizing standard and custom reports in Salesforce CPQ
- Analyzing sales and quoting performance
- Monitoring key metrics and generating dashboards


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RETAIL POINT OF SALE (POS)
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Retail store owners operate on tight margins, and have many constantly moving parts. This becomes especially difficult to manage efficiently when using manual methods. A point-of-sale system is a great tool to manage all these moving parts while helping to ensure customer satisfaction, but finding the right POS for small business is no easy feat.

POS can help businesses in a variety of ways, including managing inventory, providing customer management data, identifying opportunities and weaknesses in the store and much, much more.
EMBRIODRY MANAGMENT SOLUTION
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Embroidery’s Industries can utilize this embroidery management tool in a wide variety of ways which will insure that jobs are scheduled, processed, and delivered on time and with the maximum efficiency. This embroidery management software was developed with your business in mind - whether it be big or small - and can be customized to any unique needs you may have.

You may be a business owner or one of the project managers in an embroidery department, our embroidery management software will take the stress out of organizing and coordinating the activities of both you and your clients. An embroidery business can benefit greatly from embroidery management systems that offer ways to harmonize and coordinate multiple departments. To accomplish this, the embroidery management systems are integrated to allow the user to track various job control systems which may incorporate multiple program management structures.

Embroidery Management Capabilities:
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It is a complete enterprise management solution that streamlines clinical, administrative, and financial operations of care delivery organizations, providing unprecedented opportunities for productivity, collaboration, and growth.

Whether your goal is to enhance the value of services to your patients, increase reimbursements, improve the overall efficiency of day-to-day operations, or simply stay ahead of compliance requirements,

  • Patient Management System.
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