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Updated: Sep 12, 2026
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Following are the requirements of Salesforce CPQ-201 Exam
The Salesforce CPQ Admin Essentials for New Administrators has experience with the Salesforce CPQ platform, CPQ terminology and can solve basic platform problems and problems.
The Salesforce CPQ Admin Essentials for New Administrators generally has one year of experience in a CPQ specialist position. The Salesforce CPQ Admin Essentials for New Administrators candidate has experience with the Salesforce CPQ solution and has the skills and knowledge of the following concepts:
- Configure packages (features, options, option restrictions, configuration attributes) and product rules.
- Manage products, price lists and list items.
- Configure a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
- Solve problems and solve basic product rules, pricing problems and data flow.
- In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
- Knowledge of native and advanced approvals.
- Configure search filters, sets of fields and customized actions for product selection and configuration.
- Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.
- Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
- Use the order and the procurement process.
- Configure user permissions, record types and layouts.
- Know the CPQ package level configuration and considerations for managed packages.
A candidate for this exam will likely need help with:
- Advanced grouping
- Themes of the advanced estimate model
- Nested packages
- Nested citation terms
- Composite summary variable
- Block with discount program
A Salesforce CPQ Admin Essentials for New Administrators candidate for this exam is not expected to know or do the following:
- Destination URL in custom actions
- CPQ add-ons
- Custom model content
- Legacy data management
- Integration with third party web applications.
- billing
- Manage Force.com, Visualforce pages, APEX or JavaScript classes
Typical job roles that a Salesforce CPQ Admin Essentials for New Administrators Candidate may have:
- services
- Implementation consultant
- Sales operations
- Technical architect
- IT
There is no prerequisite for Salesforce CPQ-201 certification.
To get more details about it please visit:
Salesforce CPQ-201 Exam Overview:
| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Salesforce CPQ Admin Essentials for Experienced Administrators |
| Exam Number: | CPQ-201 |
| Related Certifications: | Salesforce Certified Administrator Salesforce Certified Advanced Administrator |
| Available Languages: | English |
| Exam Format: | Multiple-select, Scenario-based questions, Multiple-choice |
| Exam Price: | USD 200 (plus applicable taxes) |
| Passing Score: | 65% |
| Real Exam Qty: | 60 (+ up to 5 unscored questions) |
| Exam Duration: | 105 minutes |
| Certificate Validity Period: | Valid indefinitely with annual Trailhead maintenance |
| Recommended Training: | Salesforce CPQ Admin Essentials Instructor-Led Training Official CPQ Implementation Guide Trailhead CPQ Admin Essentials |
| Exam Registration: | Salesforce Certification Portal Pearson VUE Registration |
| Sample Questions: | Salesforce CPQ-201 Sample Questions |
| Exam Way: | Online proctored remote exam or onsite at Pearson VUE testing centers |
| Pre Condition: | No mandatory prerequisites; 6+ months to 1 year of hands-on Salesforce CPQ experience recommended; Salesforce Administrator certification is helpful |
| Official Syllabus URL: | https://trailhead.salesforce.com/credentials/cpqspecialist |
Salesforce CPQ-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Orders, Contracts, Amendments and Renewals | 15% | - Subscription and renewal processes - Contract creation and management - Order generation and activation - Amendment and change quotes |
| Quote Templates | 7% | - Quote terms, line columns and formatting - Template structure and content sections - Dynamic content and merge fields |
| Approvals | 4% | - Native approval processes - Approval rule design and troubleshooting - Advanced Approvals configuration |
| Pricing | 16% | - Discount schedules and block pricing - Quote line pricing calculation - Pricing methods: list, cost, contracted, subscription - Percent-of-total and custom pricing |
| Products | 11% | - Price book entries and list pricing - Product catalog and price book setup - Product attributes and field management |
| CPQ Platform | 23% | - Permissions, record types, layouts and field sets - Object data model and relationships - Multi-currency and localization setup - Package-level configuration and settings - Price rules, formula fields and quote calculation sequence |
| Bundle Configurations | 17% | - Option constraints and selection rules - Product rules: validation, selection, filtering - Configurable bundles, features and options |
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