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To increase revenues, a firm must operate in a prudent and efficient manner. It is critical to have accurate information and pricing that are aligned with the customer's demands. Having a technology that can assist with all of these functions is a significant advantage for any firm. Salesforce CPQ  is one such solution that assists firms with sales and creates recurring income. We've compiled a list of the Top Salesforce CPQ QA interview questions in this post to assist you in preparing for a Salesforce CPQ Job Opportunity.

After properly studying these questions, you will not be required to seek out any further interview preparation resources.  Here are some helpful tips from our professionals that can help you get through the interview process more quickly and easily.

Tips To Clear Salesforce CPQ Interview

Concentrate on the fundamentals: what Salesforce CPQ is and how it works. How computations are performed or how a query is handled while creating a representation.

Tip #1: Learn recommended practices for developing dashboards and visualizations, as well as discrete and continuous views.

Tip #2: Justify your preference for Salesforce CPQ or how it differs from similar products. Your interest in Salesforce tools will provide you with a competitive edge.

Tip #3: Complete knowledge of Dimensions and Measures.

Tip #4: Develop an understanding of how dashboards are delivered on the server and how long it takes to generate a dashboard.

We Have Compiled a List of Top Salesforce CPQ Interview Questions and Answers Which Are Classified Into 10 Sections Namely:

Basic Salesforce CPQ Interview Questions

1. What is SalesforceCPQ ( Configure, Price, Quote )?

CPQ is an acronym for Configure, Price, and Quote. It's an add-on to your Customer Relationship Management (CRM) software. It simplifies, expedites, and organizes the sales process. Salesforce CPQ assists sales representatives in selling the appropriate product combinations regulating discounts and automating approvals.

2. What variables contribute to the requirement for a CPQ?

The following are key reasons for the necessity of a CPQ.

  • Frequently encountered delays during the quotation generation process.
  • There may be an increase in the number of mistakes made throughout the quotation generating process.
  • Items that contain out-of-date information.
  • Inadequate visibility for optimizing sales processes.
  • Market potential in the form of up-or cross-selling.

3. Describe the QTC.

The quote-to-cash (QTC) process encompasses contract completion, billing, managed services, sales, and receivables management. It is similar to an end-to-end function that is associated with an organization's sales activity.  The QTC process begins with the configuration of offers and concludes with the collection of the proceeds from the sale in question. It tracks and analyzes the whole sales cycle.

4. What do Product Rules entail?

Product Rules guarantee that the user sees the relevant Product. Product Rules are classified into four categories:

  • Validation Rules — Verifies that the commodity groupings or quote line field values in a quotation meet predefined criteria.
  • Selection Rules — Adds, deletes, conceals, allows, or cancels options in a bundle automatically.
  • Filter Rules — Prefilters the products that are eligible for bundle addition.
  • Alert Rules — Guides and educates users during setup or pricing through messages.

5. What does the word "Price List" mean?

In Salesforce, the Price List is used to record the items' various pricing dependent on their business flow. Typically, the business conducts market research and establishes a price for each product. All of the different pricing will be shown in Salesforce's Price List.

6. What are the fields in the CPQ Quote Line Group?

Salesforce CPQ offers a variety of controlled custom fields for CPQ quote line groups. Quote lines groups include information on the grouping of lines inside a quote. Certain page layouts and security settings at the field level prevent some fields from being viewable or modified.

7. What do Price Rules entail?

Price rules automate the process of calculating prices and updating the variables in the quotation line. Pricing Rules define price conditions that are used to determine an appropriate price during the Quoting process. Price rules infuse a quote or quotation line field with a static value, a field cost, or a summarized variable. When a customer modifies the number of printers in a quote and saves it, Salesforce CPQ triggers the pricing rule and adjusts the number of maintenance kits.

8. What are the Rules for Product Selection?

Product Selection rules execute an operation within a bundle, enabling the configuration of a bundle to be automated. They are composed of a series of criteria and a series of actions. They should be used to autonomously choose or deselect product choices inside a package, as well as to activate or disable them.

9. What are the Rules for Product Validation?

Validation of Products Rules guarantees that the data selected by the user complies with specific requirements. These include a condition that must be satisfied and can be used to validate the configuration of the specified bundle.  Report variables could be used to determine whether or not conditions have been satisfied. These restrictions can be applied to quotation lines or to product choices contained inside a bundle.

10. What is the purpose of using Lookup Queries?

With product guidelines, lookup queries are used to get information from an entity other than a quotation. This data is utilized in the quotation line editor and configurator to modify goods and preferences. The lookup query for the product rule returns data from the query object to the product rule. This procedure enables the usage of searchable metadata and values in place of the rule's operations and criteria in your product rule.

Salesforce CPQ Intermediate Interview Questions

11. What do price actions entail?

When the requirements of your pricing rule are met, the rule would apply its price operations to a specified directory. A pricing action retrieves a value from a summarized constant, equation, user-defined integer, or other quote line field and writes it to the target field. At the very least, a pricing rule should have one operation. You can have multiple actions that each target a different field, or you can have multiple actions that each aim at a different field.

12. Describe search filters.

Sales reps utilize the search criteria in Salesforce CPQ to narrow down the items offering an array based on specific qualities. A business may have a large number of products in its product catalog, which lengthens the catalog. It makes it more difficult for sales representatives to navigate the list and locate their desired item. The search filters assist users in narrowing the scope of their product search.

13. What do you mean by Salesforce permission sets?

A permission set is a collection of privileges or configurations that are assigned to users to enable them to access information and execute tasks without modifying their profiles. The permission set can be used to extend the user's capabilities. Instead of creating a profile, a permission set might be utilized.

14. What use does a nested bundle serve?

Users can choose from a subset of choices included within an individual product option using a stacked bundle.

15. What do you mean by "Transfer profile record"?

The transfer record is a feature of Salesforce that is used to assign rights to users. If a user has the authorization or authority to share a record, the user can share it in a read-only format.

16. What is the definition of the term Object in Salesforce? What are the many sorts of objects and the tasks that the user may do with them?

In Salesforce, the term "object" refers to the database tables. Salesforce objects are properly utilized to hold the organization's data. Salesforce objects are classified into two kinds. They are as follows:

  • Standard - Customers, contacts, and leads are only a few of the typical objects that are included in the standard object set.
  • Custom - Custom objects are good enough to hold an organization's unique and critical information. Users can modify custom objects. Custom objects feature custom user interface tabs, and the ability to apply relationships between objects, custom fields, and page layouts, among others.

17. What is the Advanced Quote Calculator in Salesforce CPQ?

The Advanced Quote Calculator in Salesforce CPQ calculates quote and quote line costs in accordance with user or programmed actions. Examine the sorts of activities that result in a recalculation of your quotation. When the Advanced Quote Calculator does a calculation, it automatically updates the quote and quote line data to reflect any changes made by users since the last calculation. For instance, if you applied a 10% extra discount to a quotation line and then selected Calculate, Salesforce CPQ calculates the new cost for that quoted line. It then adjusts the overall amount of your quote to match the price change on the quotation line.

18. What is Salesforce Shield?

Salesforce Shield is a collection of security features that enables you to comply with legislation governing the storage of sensitive data. You can monitor use, detect malicious behavior, and safeguard data at rest while maintaining full functionality using Shield Platform Encryption and Event Monitoring.

19. What is the purpose of event monitoring?

Event Monitoring provides extensive information on the performance, security, and use of all your Salesforce apps. Each interaction is logged and available via the API, allowing you to monitor who is accessing vital business data when and from where. The data collected with Event Monitoring may be simply imported into any visual analytics or application monitoring tool, such as Tableau or New Relic.

20. What is Asynchronous Calculation used for?

Calculations conducted outside the quotation line editor are timed out by default after 30 seconds. By allowing asynchronous computation, timeouts can be avoided. Calculations performed in the quotation line editors are unaffected, however, they take significantly longer to complete.

21. What does the term "Trigger" signify in Salesforce? What Is a Timer?

In Salesforce, a trigger is an Apex script that is run before to or after completing a function such as an insert, remove, or update. It enables the execution of custom actions before and following record edits in Salesforce. A time trigger is a system that executes multiple tasks in accordance with a given set of rules and scheduled tasks.

22. Identify the several criteria that Salesforce uses to track sales data?

Salesforce delivers data on a variety of different topics. They are as follows:

  • On-time generation of sales reports.
  • Provide consistent sales figures.
  • Represents the daily amount of consumers served.
  • Complete sales reports for the sales manager.
  • Provides information about a customer's recurring activity.

Advanced Salesforce CPQ Interview Questions

23. Explain quotation templates.

Quotation templates are used to organize and arrange your quote document. Each design includes areas for customizing the appearance of individual content entries, such as items listed, signature boxes, and terms and conditions. Your templates may have an unlimited number of parts in any sequence, and portions may be reused across many templates.

24. What are Advanced Approvals and how do they work?

Advanced Approvals assist you in automating and customizing your approval process. You may need approvals when records fulfill particular criteria, streamline resubmitted approvals, and manage the order in which requests are received by approvers.

25. What do you mean when you refer to Twin Fields?

When certain pairings of CPQ objects are formed, the first object passes a customized parameter value to the second object. If the bespoke fields are modifiable, have the same field types, and have the same API names, the data will be accepted. These field pairings are referred to as "twin fields."

26. What are the two distinct categories of Error Conditions?

Two components comprise an Error Condition: Information and Filter Information. Information is used to define an entity, a variable on an element, or a test variable. Filter Information specifies a logical operator and a value against which to compare it.

27. What exactly are Co-Terminated Subscriptions?

Co-Terminated Subscriptions are prices agreed upon with targeted consumers and must be applied automatically to all quotations for that client. They are stored in the account and are applicable to any product in any price book. Contractual pricing might be limited to a particular time period.

28. What happens when a record is translated?

When we convert a record, we define the interpreted values for the text fields exclusively for that documentation. This enables users to have distinct translations for distinct records within the same object. Salesforce CPQ maintains a localization log for each translated value.

29. What happens when the Slab Discount Schedules and Block Prices are aligned?

To develop pricing schedules, slab discount plans can be used with block-priced items. This configuration generates a price schedule that transitions from basic pricing to component pricing. This configuration, however, is incompatible with One per Unit value translation.

Salesforce CPQ Scenario-Based Interview Questions

30. What is a Salesforce application?

In Salesforce, an App is nothing more than a container that contains the app's title, an emblem, and a collection of organized tabs. Bear in mind that none of the metadata associated with your entities, apex classes, or triggers has anything to do with an application. The app simply allows you to put together all the items that assist you in achieving a flow.

31. Can we use a validation rule to prevent people from deleting records?

No, we cannot.

32. Is it feasible to trigger a validation rule just when a record is inserted rather than updated?

Yes, we may use the term ISNEW() to specify that validation should occur just during insertion.

33. Is it possible to roll up summary fields between Contacts and Accounts?

No, we are not able to do so since contacts do not have a master-detail connection with profiles. Although it is a unique connection that enables cascade deletion, contacts can exist without the need for an account.

34. Is it possible for a standard object to be placed on the detail side of a relationship?


35. Is it possible to convert a lookup connection to a master-detail relationship?

Yes, but only if all entries have instances for the parent class or if there are no entries at all.

36. Is it possible to change the master-detail relationship to a lookup relationship?

Yes, if the parent object does not define rollup summaries.

37. Can we utilize formula fields to define rollup summary fields as filter criteria?


38. How are ISNULL and ISBLANK different?

SBLANK performs the same functions as ISNULL but additionally supports text fields. Because text fields just aren't null, using ISNULL on them always returns false, whereas is empty returns T or F based on whether the field is blank or not.

39. Can checkbox and multiple-select fields be defined as controlling fields?

No, the multi-select field cannot be defined as the controlling field; however, the checkbox may be defined as the controlling field.

Salesforce CPQ Technical Interview Questions

40. Can you give a quick overview of how CPQ assists in resolving CRM system gaps?

The majority of CRM systems do not offer the ability to automate the price quote process. The procedure of obtaining a price quote has been discovered to be challenging in today's CRMs. This results in a lengthy quotation production procedure that is prone to unidentified dangers. This will eventually result in low revenue creation, which will result in a considerable loss of income for the business. Salesforce's CPQ module assists in mitigating these negative influences and increasing business income.

41. In Salesforce, what is a static resource?

Subscribers can submit zip files, pictures, JavaScript, and CSS files that can be referenced on a Visualforce page using Salesforce's static resource. In Salesforce, the typical size of static objects is 250 MB.

42. What is the purpose of a Wrapper Class?

A Wrapper Class is a group of other objects that are used to display several items in the same column on a Visualforce page.

43.  Difference between Trigger and Workflow?

It is one of the most often asked questions during a Salesforce interview. A workflow is a computer-controlled procedure that initiates an action based on assessment and rule criteria. As mentioned before, a trigger is a code that is run on or after a changed or added record.

44. In the CPQ tool, define the word ABO.

ABO is mostly used to sell recurring permits, support agreements, and memberships. Beyond the original sale, it manages these types of transactions. It aids in the management of renewals. It enables the capture of up-sell and cross-sells possibilities, resulting in increased revenue and profit.

45. Does the Salesforce CPQ tool support electronic signatures?

Yes, Salesforce CPQ incorporates a DocuSign eSignature procedure for the creation and approval of quotations. We can incorporate e-signature functionality into the Salesforce CPQ quotation template. The papers may then be forwarded to the receivers of the quotation, along with automated reminders. Salesforce CPQ has an electronic signature software that enables recipients to examine and sign documents electronically.

46. In Salesforce CPQ, define the word batch quantity.

Salesforce CPQ's batching quantity functionality allows you to price items or their choices in lots or bundles. Salesforce CPQ multiplies the amount of the product selection by the phase quantity and uses the outcome for the quantity of the generated quotation line.

47. Is it correct to use Batch Quantity?

Batch Prices are only applicable to the product option contained inside a bundle. It is not compatible with solo or bundle parent goods. It is used to determine the pricing of Component and Accessory goods using quantity ranges.

48. What are the Salesforce CPQ alert rules?

When installation or pricing is completed, alert rules are being used to send informative messages. It enables users to preserve configurations or quotes without modifying anything. They make recommendations to consumers regarding ideal but non-required setups.

49. Does Salesforce CPQ facilitate API connectivity to third-party systems?

Yes, Salesforce CPQ includes an API that enables integration with third-party systems. It provides a variety of APIs for quoting, contracting, and configuration. To leverage the Salesforce CPQ API, we must construct subclasses for each firm's data model.

50. Write the code to insert multiple records at a time?

public class insert100
public void m1()
List lstTesting = new List();
Testing__c objTest;
objTest = new Testing__c(name='Testing1',city__c='City1');
objTest = new Testing__c(name='Testing2',city__c='City2');
objTest = new Testing__c(name='Testing3',city__c='City3');
objTest = new Testing__c(name='Testing4',city__c='City4');
objTest = new Testing__c(name='Testing5',city__c='City5');
insert lstTesting;

Salesforce CPQ Functional Interview Questions

50. What are the many sorts of partnerships that Salesforce supports?

Salesforce supports the following connection types:

  • Master-detail Relationship - It encapsulates the parent-child connection. The parent is the master, and the child is the detailing. Since the child object will be erased if the parent object is destroyed, the master object has control over the child object.
  • Lookup Relationship - It is used to connect two distinct things. It might be one-on-one or one-on-many.
  • External Lookup - It is the connection that enables the child object to communicate with the parent object. It aids in determining the right linkage of the child entity to the external parent class. The External Id values are compared throughout the matching process.

51. What are the common causes of data loss in Salesforce?

Numerous circumstances might result in Salesforce data loss. They are as follows:

  • Modifying or making changes to the email, phone, URL, or text in the text area.
  • Making modifications to or migrating from a single-select picklist to a multi-select picklist.
  • Changing the date and time.
  • Conversion of different data kinds to %, number, and currency.
  • From checkboxes, multi-select picklists, and auto numbers to the other kinds.

52. What do you mean when you refer to a Junction object? Give a brief description of its intended use.

In Salesforce, a junction entity is used to create many-to-many relationships. Consider the following example: a recruitment application. It is linked to a large number of candidates, allowing people to apply for many opportunities simultaneously.

53. Briefly describe the various methods for storing various sorts of reports in Salesforce.

Salesforce reports are classified into the following categories:

  • Tabular Report - It is one that is formatted in a tabular manner.
  • Matrix Report - It is a report that is organized in columns and rows according to categorization.
  • Summary Report - It displays detailed reports in column format.
  • Joined Report - A joined report is a collection of one or more reports.

54. What are the different ways for pricing products accessible in Salesforce CPQ?

Salesforce CPQ enables you to modify product pricing in a variety of ways.

  • Block Pricing - A product's pricing is determined by its many quantity ranges.
  • Cost-and-Markup Pricing - A product's price is determined by its cost and markup percentage.
  • Batch Pricing - Fixed amounts based on number limits can be used to price a bundle offer.
  • Contract Pricing - When a contract is established, the quote line prices are utilized to determine the cost of a good from the original quotation.

55. How are static and dynamic dashboards different?

Fixed dashboards are the standard dashboards that every user may access. It may be used to present organizational-wide data to a select group of users. Dynamic dashboards offer data that is customized for each user. You may use it to display statistics on a single user, such as the number of sales closed or leads converted.

Salesforce CPQ Developer Interview Questions

56. How does Salesforce billing work?

Integration between Salesforce Billing and Salesforce CPQ is required. The CPQ is a sales tool that enables organizations to rapidly and accurately prepare quotations for purchases. It assists sales representatives in selling the appropriate product combinations, regulates discounts, and automates approvals.

57. How are SOQL and SOSL different?

SOQL and SOSL stand for Salesforce Objects Query Language and Salesforce Object Search Language, respectively. If you have the impression that Salesforce has its own culture, you are accurate!

58. How is SaaS advantageous for Salesforce?

Because SaaS is a subscription-based model, clients can opt-out of the program at any moment without incurring any penalties other than the inability to utilize Salesforce. SaaS is meant to assist consumers in avoiding significant upfront starting costs and expenditures. SaaS programs provide a straightforward Internet interface and are easily integrated.

59. What is the concept of Self-Relationship?

A Self-Connection is an object-to-object lookup relationship. This assumption enables users to relate the item "Merchandise" to other things.

60. What is an Overview of Object Relationships?

The object relationship overview in Salesforce establishes a connection between custom object entries and standard object data via a related list. This is advantageous for tracking product failures in conjunction with relevant customer situations. By establishing custom relationship fields on an item, Salesforce enables users to build several sorts of connections.

Salesforce CPQ QA Interview Questions

61. When are we most likely to use the data loader?

In the following instances, we recommend data loaders. They are as follows:

  • When exporting data for backup purposes, we prefer to use a data loader.
  • To avoid the creation of duplicate records.
  • We store numerous mapping files for future usage using a data loader.
  • To load an item that is supported by web-based importing, and so on.

62. Could you please explain Paas?

Cloud services in Platform as a Service (PaaS) comprise an operating system (OS), equipment, memory, and network services distributed over the cloud, however, we must pay service providers based on our contract, such as rental services.

63. What does field-level security include and how can it be managed?

Field-level security enables the monitoring of a user's usage of a particular data field. Consider that when an entity grants a client access to view, modify, update, or delete a data item that is particular to the user's line of business, other data objects can be hidden from the user. Permissions and profiles are used to manage field-level security.

64. What is Revenue Cloud and how does it work?

Revenue Cloud is a Salesforce Customer 360 platform component that also contains Salesforce CPQ and Billing. It acts as a link between the front and back offices, bringing together the sales and finance departments. Revenue Cloud is a comprehensive revenue management solution that enables you to build deals, negotiate prices, produce quotations, fulfill sales reports, and collect payments– all from inside the Salesforce platform.

65. Explain login hours and login IP ranges in the salesforce platform?

Login hours are defined in an organization to prevent users from logging in earlier or after the specified hours. To configure an organization's login hours, navigate to Setup=>Administration=>Manage users=>Profiles. IP ranges are used to prevent login attempts from unidentified IP addresses. Typically, businesses keep login IP ranges. To set Login IP ranges in Salesforce go to Setup=>Administration Setup=>Manage Users=> Profiles.

Salesforce CPQ FAQs

1. Is salesforce CPQ worth it?

Implementing CPQ is a multi-phase process. As is the case with every business system, it evolves over time via iteration. Additionally, the business effect and value it generates will grow over time. When examining ROI metrics, keep in mind that success is incremental and iterative.

2. How does CPQ integrate with Salesforce?

Key data and records from the Salesforce CPQ database are inherited by Salesforce Billing as an add-on package. Salesforce Billing takes up the overall record for billing, payments, and financial reporting once a sales rep completes a quote and purchases it inside Salesforce CPQ.

3. What is the purpose of CPQ implementation?

The heart of CPQ deployment is streamlining your organization's Quote to Cash process. Your organization has a distinct sales staff that caters to distinct business demands. As a result, it's important to examine and fine-tune every area of your sales process in preparation for the new implementation project.

4. What is the purpose of a CPQ?

CPQ transfers the most critical aspects of the sales cycle from spreadsheets to an automated sales tool that generates error-free quotations. It assists sales representatives in selling the appropriate product combinations, regulates discounts, and automates approvals.

5. What can you do using Salesforce CPQ?

A CPQ program enables you to precisely customize items, apply price and quantity discounts, and pre-program approvals.

6. What are your knowledge levels about CPQ?

The term configure price quote (CPQ) is frequently used in business to refer to solutions that allow sellers to quote customizable items. It includes numerous strategies for mitigating the combinatorial explosion. A company's sales staff will have insight into many parts of a project quotation. They may quickly generate a quote without relying on any other parties.

7. Explain a brief overview of the benefits of Salesforce CPQ?

  • Create quotations and proposals in a matter of seconds.
  • Increase the sales team's productivity in order to close more transactions.
  • Increase the amount of the sale / upsell and cross-sell.
  • Eliminate pricing and contracting mistakes.
  • Improve the confidence of the sales staff.


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About Author


Liam Plunkett

Solution Architect

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