Free SALES-ADMN-202 Practice Test Questions and Answers (2026)

​Requirement: Apply a 10% discount to Product A on the Quote Line if the customer has previously purchased Product A (stored as an Asset). ​Solution: Summary Variable: Sum the Quantity field on Asset records for Product A. Price Condition: Verify that the Summary Variable is greater than 0 to confirm the customer has purchased Product A. ​Why Other Options are Incorrect: B: Quote Lines do not track prior purchases; Assets do. C, D: These do not align with the requirement to verify prior purchases via Assets. ​Salesforce CPQ Reference: Summary Variables and their use in Price Rules are documented under CPQ Discounting Guidelines ​.

​Root Cause:

The Primary Quote field must be included in the Calculating Fields field set to trigger synchronization

between the Quote and Opportunity.

​Steps to Resolve:

Navigate to Setup > Object Manager > Quote.

Locate the Calculating Fields field set.

Add the Primary field to the field set.

​Testing:

Change the Primary Quote for an Opportunity and verify that the Quote Lines and Opportunity

values sync properly.

​Salesforce CPQ Reference:

The Calculating Fields field set ensures proper updates between related objects during key actions

like recalculations​​.

​Scenario Overview:

A Product Rule triggers the addition of the Conference Pass Product when a related Product is

selected.

​Key Trigger Mechanism:

Product Rules with an Action to add products execute as soon as the user selects a Product on the

Quote.

​Steps to Verify:

Navigate to the Product Rule for the Conference Pass.

Ensure the Evaluation Event is set to fire On Initialization or Selection.

​Salesforce CPQ Reference:

Product Rules are typically triggered based on user actions such as adding Products or configuring

attributes​​.

​Requirement:

Different profiles need to see distinct sets of fields in the Quote Line Editor.

​Solution:

Create two field sets on the Quote Line object, one for each profile.

Use a text formula field named EditLinesFieldSetName on the Quote object to dynamically return the

appropriate field set name based on the user’s profile.

​Why Other Options Are Incorrect:

A & B: Field sets must be created on the Quote Line object, not the Quote object.

D: This duplicates C but introduces a typo or incorrect description in the explanation.

​Salesforce CPQ Reference:

Field set configurations for the Quote Line Editor are detailed in CPQ Field Configuration

Documentation ​.

​Issue:

Sales reps experience excessive horizontal scrolling to access the Clone and Delete actions in the

Quote Line Editor.

​Solution:

Quote Line Editor Drawers provide a compact and user-friendly way to access actions without

excessive scrolling.

​Steps to Configure:

Navigate to Setup > Custom Actions.

Configure the Clone and Delete actions to appear in the Quote Line Editor drawers.

​Validation:

Open the Quote Line Editor and confirm that the actions are accessible without horizontal scrolling.

​Subscription Term and List Price:

Subscription Product A has a Subscription Term of 6 months with a List Price of $100.

When added to a Quote with a Term of 12 months, the List Price is prorated to account for the longer

term.

​Proration and Ranged Discount Schedule:

A Ranged Discount Schedule applies discounts based on quantity, volume, or term thresholds.

For the 12-month term, the price is prorated to $200 (2 times the List Price for 6 months).

The Discount Schedule applies a 25% discount to the prorated price, reducing it to $150.

​Regular Price Calculation:

The Regular Price reflects the discounted value after applying the Discount

Schedule:Regular​Price=200×(1−0.25)=150×0.5=75\text{Regular Price} = 200 \times (1 - 0.25) = 150

\times 0.5 = 75Regular​Price=200×(1−0.25)=150×0.5=75.

​Key Salesforce CPQ Reference Points:

Ranged Discount Schedules modify the List Price based on configured thresholds .

Subscription Pricing Logic ensures correct proration for products with terms different from the Quote

Term .

​Issue Context:

Users encounter a warning when searching Campaign records in the Quote Line Editor.

​Root Cause:

For Lookup fields to work correctly in Salesforce CPQ's Quote Line Editor, a Twin Field must exist on

the target object (Campaign) with the same API name as the Quote Line lookup field.

​Solution Steps:

Create a custom field on the Campaign Object with the same API name as the lookup field on the

Quote Line Object.

Ensure the field types match (e.g., both are Lookup fields or Text fields).

​Validation:

Test the functionality by searching for Campaign records in the Quote Line Editor. The warning

message should no longer appear.

​Salesforce CPQ Documentation Reference:

This is a common configuration for CPQ Lookup fields in the Quote Line Editor​​.

​Requirement Overview:

Sales reps need to redistribute Order Products across multiple Orders.

​Key Considerations:

Ownership Requirement: Only the Order owner or users with elevated permissions (e.g., Modify All)

can edit an Order.

Allow Multiple Orders Setting: This setting must be enabled in the CPQ Orders package to allow

splitting or redistributing Order Products.

​Steps to Enable:

For Ownership:

Confirm the sales rep is listed as the owner of the Order.

For Package Settings:

Navigate to CPQ Package Settings > Orders.

Enable the "Allow Multiple Orders" checkbox.

​Testing:

Ensure that the Edit Order Products button is exposed on the Order Page Layout and verify

redistribution functionality.

​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 ​.

Understanding the Requirement:

Universal Containers wants a bundle with pre-selected Product Options.

Sales reps should mostly leave the default configuration as-is but need the flexibility to make

changes when required.

Salesforce CPQ Feature Overview:

Configuration Type:

Determines whether sales reps can modify the configuration of a bundle product.

Setting it to Allowed permits the flexibility to configure without mandating it.

Configuration Event:

Defines when the bundle configurator is accessible.

Setting it to Edit prevents the configurator from opening automatically but allows sales reps to access

it by clicking the "Reconfigure" link.

Configuration Steps:

Navigate to the Bundle Product record in Salesforce CPQ.

Set the Configuration Type field to Allowed. This ensures the configurator is optional and not

enforced.

Set the Configuration Event field to Edit. This enables the configurator to be accessible only upon

user action.

Key Behaviors:

With these settings, sales reps can use the default configuration but still make changes if needed by

accessing the configurator manually.

The "Reconfigure" link in the quote line becomes available for editing.

Testing and Validation:

Add the bundle to a Quote.

Verify that the configurator does not open automatically.

Check that the "Reconfigure" link is accessible on the Quote Line for editing options.

Reference:

This solution is aligned with Salesforce CPQ documentation on managing bundle configurations and

providing sales reps with flexible configuration options​​.

​Scenario Overview:

The Custom value for the Condition Met field allows for complex logical operations using a mix of

AND/OR across multiple Price Conditions.

​Use Case:

When a Price Rule has three or more conditions and requires specific combinations of AND and OR

logic, the Custom option is required.

​Implementation:

Navigate to the Price Rule.

Set Condition Met to Custom.

Specify the logic (e.g., (Condition 1 AND Condition 2) OR Condition 3).

​Validation:This ensures Salesforce CPQ evaluates the Price Rule as intended, supporting mixed

logical conditions.

​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 ​.

​Requirement:

Ensure that quotes are recalculated with current information prior to approval without reopening the

Quote Line Editor.

​Solution:

Option A: Adding or modifying a field in the Calculating Fields Field Set automatically triggers

recalculation for quotes.

Option C: Including the Calculate button on the quote layout provides users with a manual option to

trigger recalculation before approval.

​Why Other Options Are Incorrect:

B and D: These require additional customization (e.g., creating a custom Lightning button or Flow)

and are not standard CPQ features.

​Salesforce CPQ Reference:

The Calculating Fields Field Set and Calculate Button functionalities are well-documented as standard

CPQ tools ​.

​Requirement Overview:

Automatically split Orders by delivery location based on Quote Line Groups.

​Key Configurations:

Order by Quote Line Group: Ensures that each Quote Line Group generates a separate Order.

Ordered Field = TRUE: Triggers the creation of Orders for the Quote Lines.

​Steps to Configure:

Ensure the Order by Quote Line Group field is checked on the Quote.

Mark the Ordered field as TRUE.

Test the Order creation process to verify separate Orders are generated by location.

​Hierarchy of Discount Schedule Application:Salesforce CPQ applies Discount Schedules based on

object precedence.

Contracted Price: Overrides Discount Schedules at the Product or Feature level when specific pricing

agreements are in place for an Account.

Product Option: A Discount Schedule on a Product Option takes precedence over one defined at the

Product Feature level.

​Key Configurations:

Contracted Price: Navigate to the Contracted Price record and add the Discount Schedule.

Product Option: Assign the Discount Schedule on the Product Option record.

​Validation:

Test configurations to confirm the Discount Schedule is applied at the appropriate level and overrides

the Feature-level Discount Schedule.

​Scenario Breakdown:

Adventure in a Box:

List Price = $10

Discount = 50%

Net Price = $5 (after 50% discount).

Premium Support:

Percent of Total Base = List Price.

Percent of Total = 10%.

​Calculation of Premium Support:

Percent of Total applies to the Net Price of Adventure in a Box.

Net Total of Premium Support = $5 × 10% = $0.50 per month.

For 12 months: $0.50 × 12 = $12.00.

​Requirement Overview:

A nonrenewable subscription Product priced annually.

​Key Field Configurations:

Subscription Term = 12: Specifies an annual subscription.

Subscription Type = One-Time: Indicates that the Product is nonrenewable.

Subscription Pricing = Fixed Price: Defines a flat annual price.

​Steps to Configure:

Navigate to the Product record.

Update the fields as specified above.

Save and test by adding the Product to a Quote.

​Validation:

Confirm the subscription term and pricing are applied correctly and the product does not renew

automatically.

​Requirement:

Streamline the Quote Line Editor by enabling automatic calculations after each change.

​Solution:

Enabling the Calculate Immediately setting in Managed Package Settings ensures calculations are

triggered automatically whenever changes are made in the Quote Line Editor.

​Why Other Options Are Incorrect:

A: The Legacy Calculator setting is outdated and not related to automatic calculations.

B: Quick Calculate is a manual process that does not meet the requirement for automatic

recalculation.

​Salesforce CPQ Reference:

The Calculate Immediately Setting is described in the CPQ Managed Package Settings documentation

​.

​Requirement Overview:

Universal Containers needs to attach required PDF documents stored in Salesforce Documents to the

Quote output.

​Solution:

Use the Additional Document feature on the Quote Template to include PDF files in the generated

output.

​Steps to Configure:

Navigate to the Quote Template.

Create an Additional Document for each required PDF:

Reference the document stored in Salesforce.

Save the Quote Template.

​Validation:

Generate a Quote document and confirm that the Additional Documents are included as

attachments.

​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.