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Last Updated: Jul 28, 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 search filters, sets of fields and customized actions for product selection and configuration.
  • Knowledge of native and advanced approvals.
  • Know the CPQ package level configuration and considerations for managed packages.
  • Configure packages (features, options, option restrictions, configuration attributes) and product rules.
  • In one scenario, identify the appropriate pricing method (discount scales, fixed prices, contract prices, subscription prices, percentage of the total).
  • Configure a dynamic quote model using quote terms, row columns, model sections and content. Generate renewal and modification quotes.
  • Use the order and the procurement process.
  • Configure user permissions, record types and layouts.
  • Solve problems and solve basic product rules, pricing problems and data flow.
  • Knowledge of the CPQ object data model (object relationships, twin fields, data migration, position).
  • Manage products, price lists and list items.
  • Configure pricing rules using search objects and formula fields and understand the quote calculation sequence and price line price fields.

A candidate for this exam will likely need help with:

  • Block with discount program
  • Nested citation terms
  • Nested packages
  • Advanced grouping
  • Composite summary variable
  • Themes of the advanced estimate model

A Salesforce CPQ Admin Essentials for New Administrators candidate for this exam is not expected to know or do the following:

  • Integration with third party web applications.
  • CPQ add-ons
  • Manage Force.com, Visualforce pages, APEX or JavaScript classes
  • billing
  • Legacy data management
  • Custom model content
  • Destination URL in custom actions

Typical job roles that a Salesforce CPQ Admin Essentials for New Administrators Candidate may have:

  • services
  • IT
  • Implementation consultant
  • Technical architect
  • Sales operations

There is no prerequisite for Salesforce CPQ-201 certification.

Reference: https://trailhead.salesforce.com/en/academy/classes/cpq201-salesforce-cpq-admin-essentials-for-new-administrators/

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There are some steps to apply for Salesforce CPQ-201 Exam

In order to apply for the CPQ-201, You have to follow these steps

  • Find the exam you want to schedule and expand the section to view delivery options. You can choose to register for the exam as supervised on the site or supervised online.
  • Select a test center.
  • If you selected the supervised online exam:
  • If you selected the supervised on-site exam:
  • Click Register for an exam.
  • Enter your type of payment. You can enter a coupon / coupon code and / or a credit card. Certification exams are subject to tax in accordance with local laws; You will see all applicable fees listed during the payment process.
  • Check the accuracy of the exam and the details of the program, click Pay.
  • You will be sent an email confirming the purchase and registration.
  • Click the Save button for your preferred delivery method.
  • Select the date and time you want to take the exam; - Read the reprogramming and cancellation policy, select the confirmation box.
  • Select the date and time you want to take the exam; - Read the reprogramming and cancellation policy, select the confirmation box.
  • All supervised online exams automatically adapt to the time zone of the position entered in the profile details of your Webassessor.
  • If you are interested in supervised online exams, consult all the system requirements in our help article: Online supervision: perform the exam remotely.
  • Click on Select
  • You will see a purchase confirmation screen. Click Finish.
  • Login to the Webassessor at www.webassessor.com salesforce. If you don't already have an exam profile in Webassessor, you need to create one.
  • Click on Submit

Salesforce CPQ-201 Exam Syllabus Topics:

SectionWeightObjectives
Products and Bundles32%- Product setup and bundle configurations
- Product rules and option constraints
- Configuration attributes
Quote Templates7%- Line item sections and line columns
- Quote template design
CPQ Platform39%- Permissions and UI setup
- Amendments and renewals
- CPQ data flow and troubleshooting
Approvals4%- Approval processes and advanced approvals
Pricing and Discounts16%- Tiered pricing models
- Price rules and contracted prices
- Pricing methods and discount schedules

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