Salesforce CPQ Interview Questions and Answers blog is delighted to present an in-depth guide designed to assist in the preparation for a Salesforce CPQ interview.

The Configure, Price and Quote (CPQ) solution from Salesforce is used by numerous organisations worldwide to manage sales processes. This guide will cover key features, benefits, and best practices of Salesforce CPQ implementation and use.

Furthermore, sample Interview questions for Salesforce CPQ will help practice skills before the interview.

We hope you will find this resource beneficial. We wish you the best of success on any Salesforce CPQ interviews you enter. You may be fresher or more experienced.

We wish you the very best of success during any future interviews you encounter!

1. What is Salesforce CPQ?

Salesforce CPQ is a native tool for sales teams to create more accurate and highly personalised pricing.

It provides centralised access to all products, services, available prices, and customer data, allowing for increased productivity.

CPQ Salesforce or Configure Price Quote Software by Salesforce is a sales tool that helps companies provide accurate pricing with any given product configuration scenario.

2. What is the main objective of CPQ?

The main objective of CPQ is to speed up the sales process, reduce errors more effectively, and increase productivity.

Salespeople should focus on providing more diverse products rather than focusing on logistics.

3. How does CPQ help address product configuration, pricing, and coding challenges?

CPQ offers business and technical tools to address these challenges, such as pricing consulting, spreadsheets, and discounting.

It also provides a coding template that can be reused multiple times, eliminating branding, content, and formalised approaches challenges.

4. What is the coding process in CPQ?

The coding process involves creating a template that can be reused and updated, making it easier to present deals to customers.

The ERP level also addresses basic processes like coding in different languages and currencies. This allows for more efficient communication and better deal presentation.

5. What are the advantages of specialisation in CPQ?

CPQ offers a pre-definition of the sales process for each company, ensuring that any sales activity can fit in. This allows for increased productivity and faster sales processes.

6. How does CPQ reduce the need for manual discounting?

CPQ helps sales teams create more accurate and personalised pricing scenarios, reducing the need for manual discounting and enhancing customer experience.

7. What is the CPU process?

The CPU (Configure, Price, Upsell) process is a business tool to streamline sales and processes.

It helps companies focus on past sales, eliminate errors, and improve productivity by providing a standardised approach to coding and addressing challenges such as creating opportunities, defining product requirements, and creating pricing and discounting rules.

8. What are some challenges that companies or transactions face?

Some challenges that companies or transactions face include creating opportunities, defining product requirements, and creating pricing and discounting rules.

The CPU process can address these challenges, providing a standardised approach to coding and helping streamline sales processes.

9. What is the e-sign feature in Salesforce?

The e-sign feature in Salesforce allows customers to sign documents with their return conditions and other details, ensuring a smoother process.

It also speeds up the order process, creating and executing a contract. Once an agreement is established, it can be amended to include additional terms, prices, and other issues.

10. What is the CPQ tool?

The CPQ tool is a comprehensive solution for managing customer contracts, enhancing efficiency, and streamlining processes.

It offers flexibility for updating contracts, handles renewal data, model, and data object modes, and meets customer needs.

The CPQ tool helps to integrate end-to-end processes, such as upselling or cross-selling opportunities.

11. What is the CPQ package?

The CPQ package is a predefined data set-up within the package license that is only available for 90 days.

It helps existing databases and can create more upselling or cross-selling opportunities. The CPQ package comes with a developer addition and a 90-day permit.

12. What is the CPQ license?

The CPQ license comes with a developer addition, the CPQ package, which includes a predefined data set-up within the package and a day permit.

However, the platform license has limitations, such as not leveraging similar nodes for sales and service cloud.

13. What is the billing package, now called a revenue cloud?

The billing package, now called a revenue cloud, is an advanced feature that offers a comprehensive solution for managing customer contracts and enhancing efficiency.

It is available in two versions: CPQ Plus and QM. The CPQ Plus version has an advanced approval and auto-management bundle within the product, while the QM version does not.

14. What are the key features of the CPQ package?

The key features of the CPQ package include auto management, new page pricing, use-based product amount, document management, attachment management, and integration with other features.

15. What is the sales host package?

The sales host package in the CPQ package includes several tabs with settings critical for businesses to ensure all pricing and attributes are used across the file.

16. What are the critical tabs in the sales host package?

The critical tabs in the sales host package include the document tab, which covers various settings, such as the document folder and attachment tab.

The attachment folder stores documents related to the sales force online training mentored by industry experts.

17. What is the document folder in the sales host package?

The document folder in the sales host package allows users to create documents related to branding, formulas, content, and more.

18. What is the recommended product plug-in for the CPQ package?

The recommended product plug-in for the CPQ package is a complex feature that allows companies to build standard products for upselling strategies.

This can be done through external services like Amazon, which can store documents generated by the PPT.

19. What is the group’s solution for the CPQ package?

The group’s solution for the CPQ package includes a sales feature for companies that group products by code length.

This allows them to categorise products and use standardised codes for better sales performance.

The group’s line editor is another feature enabling companies to create plug-ins for their products.

20. What is the unit price key in the PPT?

The unit price key is a crucial aspect of the PPT, allowing for real-time calculations on deadlines.

It has a four-wide setting that allows for two decimal places for currency fields and a four-time editor for pricing.

Enabling this feature is generally recommended for better QLE performance.

21. What are the features of the QLE package?

The QLE package provides various features for organisations to manage their subscriptions and renewals.

It includes a legacy calculator, which is non-simplicity disabled, and subscriptions and renewal models.

The legacy calculator is used for non-simplicity renewals, such as contracts or one-time services.

The renewal model is similar to most cases but focuses more on subscriptions and usage-based pricing.

22. What is the subscription term unit and subscription code?

The subscription term unit and subscription code are essential aspects of the package.

For example, if a subscription product is configured for 12 months, the subscription term can be configured as 12 months for days.

This allows for more precision in the pricing and flow rates.

23. What is the Proration in the QLE package?

Proration is another crucial aspect of the package, as it allows for calculating the Proration Academy.

For example, if a subscription term is set to month, the Proration Academy can calculate the Proration Academy for the month.

This helps organisations understand the pricing and flow rates for their products.

24. How is the subscription risk for a product calculated in the QLE package?

The subscription risk for a product is calculated using a 12-month D S T, which is based on 15 points.

This product’s cost is then calculated using the C P U, which rounds up the points to 16 divided by 12. This is done using a Proration multiplier of 1,1,3,T. The actual price for this duration is 120 for a 12-month product.

25. What are the other parameters in the QLE package?

The other parameters are monthly and daily, providing a better procedure. For example, a few months are divided by the whole month, and the remaining gauge is divided by TST.

The final calculation is a Proration multiplier. Stakeholders must understand their pricing procedures and adhere to standard pricing laws.

26. What is the precision level calculated for the monthly calendar plus daily?

The calendar’s monthly and daily precision level is calculated using partial days and staff months divided by days. It is given in days, considering the year transition.

For example, in January, the total days are 31. For April, the first 15 days are 15 days. The final calculation is 365 days divided by today.

 27. What is the concept of pro-ration within a package, and how does it impact various configurations?

Pro-ration within a package highlights the importance of choosing the correct term unit, such as months or days, to reduce facility costs and ensure smooth operations.

It also discusses the concept of evergreen subscriptions, contracts without an index that can be cancelled.

28. What is bundle logic in renewals, and how can it be adjusted for different product configurations?

The concept of bundle logic in renewals refers to the ability to adjust for different product configurations.

For example, some products are sold together, and the catalogue is configured to be easy to navigate and adhere to.

It also touches on the structure of the product configuration, including the ability to turn off initial code, default code validity, order conversion, and multiple order checks.

29. What is the throughput of technical tasks, such as schedules and quantities, and how can it be disabled oradjusted based on specific business needs?

Technical task throughput can be disabled or adjusted based on specific business needs.

The document also mentions the importance of maintaining a consistent quality control system and ensuring the product catalogue is easily accessible and up-to-date.

30. What is the emphasis on understanding and implementing the correct configurations and features within apackage?

The emphasis on understanding and implementing the correct configurations and features within a package is essential to optimise efficiency and streamline processes.

By performing exercises and understanding the concepts, students can better understand and apply them in their daily work.

31. What is the concept of product options in CPU configuration?

The concept of product options in CPU configuration focuses on the 200 units, tasks, and large configurations.

It also discusses the differences between standard and instance packages, such as code, contract, and pricing options.

Protein 1000s is also discussed, and hands-on exercises are provided to help students understand the concepts.

32. What are the different types of products, and how are they categorised?

The different types of products include non-subscription, perpetual, one-name, and standard products. They are categorised into whole categories, such as non-subscription, unchanging, one-name, and traditional products.

33. How important is understanding the concepts’ relevance to real-world products?

Understanding the concepts and their relevance to real-world products is essential for understanding and applying them in daily work.

Students can gain a deeper understanding of optimising efficiency and streamlining processes by performing exercises and understanding the concepts.

34. How is the categorisation of products into different categories important?

Product categorisation is essential to ensure that products are correctly identified and organised. This can help streamline processes and improve overall efficiency.

35. What are the different types of products within the Salesforce platform?

Non-subscription products are purchased one-time, without a subscription, while subscription products include data plans or other subscriptions.

36. What is the new age-based model based on?

The new age-based model is based on usage categories, such as mobile or broadband, and is charged per or other unit of measurement.

37. What is the multi-dimensional Quoting product?

The Quoting product provides salesforce online training and is divided into segments, such as quarterly or monthly. These segments can be customised to fit the customer’s needs.

38. What does the CPQ product focus on?

The CPQ product focuses on perpetual and non-t products, configured and configured based on the contract.

Non-subscription products are converted into assets, such as contracts or fund subscriptions.

39. How are non-subscription products converted into assets within the Salesforce platform?

The product object converts non-subscription products into assets, such as contracts or fund subscriptions.

This object is based on the standard Salesforce product object and does not have a specific SCPQ or Q-name.

40. What are the three critical fields for a subscription product within the Salesforce platform?

The three critical fields for a subscription product within the Salesforce platform are pricing, subscription term, and subscription time.

41. How is the subscription pricing set for a subscription product within the Salesforce platform?

The subscription pricing for a product within the Salesforce platform is set in a price book, which is maintained by a bidet fault.

This price book can be defined in multiple price books depending on the currency used.

42. What is the schema builder in Salesforce?

The schema builder in Salesforce provides a visual representation of how objects are related to the price book and the function of the price book entry.

This helps users understand the differences between subscription and non-subscription products.

43. How important is identifying and categorising products into subscription and non-subscription typeswithin the Salesforce platform?

Identifying and categorising products into subscription and non-subscription types within the Salesforce platform is essential for better separating these types of products in data and understanding each type’s attributes.

44. What are the attributes available only when CPU packages are installed?

The attributes available only when installed CPU packages are quantity editable and non-discountable.

45. What is the definition of quantity editable attribute?

The quantity editable attribute allows users to edit the quantity when adding a product to a specific code.

This attribute is helpful for fixed asset availability or adding additional product discounts.

46. What is the definition of a non-discountable attribute?

The non-discountable attribute allows users to add percentage or amount-based discounts to a product.

47. What are the attributes configured for subscription products?

The attributes configured for subscription products are price, term, and subscription.

48. What is the concept of pro-ration within the PPC system?

The concept of pro-ration within the PPC system focuses on pricing subscription products.

For example, a product like M S Office 365 is configured as a one-month subscription, costing $10. For a 12-month subscription, the cost is $20, with a standard flat point of $20.

The pro-ration multiplier is dependent on the subscription term and the pro-ration multiplier.

49. What is the percentage of total subscription products?

The percentage of total subscription products is calculated as a percentage of the entire subscription product.

50. How is the example of adding a loss and damage warranty product to a hardware product calculated?

The system calculates the price of this product as 5% of all hardware products, resulting in a 16% discount.

51. What is the concept of a product bundle?

The concept of a product bundle allows for the sale of a group of products together.

Using the options object in the code, it is essential to identify if a product is a bundle product.

52. What is the definition of a related attribute?

The related attribute is used to identify associated options for a product, such as toner, high capacity, and more.

53. What are the types of products in the CPU system?

The types of products in the CPU system are subscription products, non-subscription products, price percentages, fixed pricing votes, and bundle products.

54. What is the purpose of adding a product to a sales force management system code?

Adding a product to a code in a sales force management system takes users to a page where they can view other options within the product.

This behaviour is similar to a code line edit screen.

55. How can users create a new product in a sales force management system?

Users can create a new product in a sales force management system by using the number key attribute to display the order of options within the feature.

The general best practice is to start with 10, 10, 20, but there is no hard and fast rule to follow.

56. What is the importance of having a contact for administrative tasks and creating an account for simpleadministrative tasks in a sales force management system?

Having a contact for administrative tasks and creating an account for simple administrative tasks in a sales force management system is essential because it allows for better organisation and management.

57. What is a prospecting stage in a sales force management system?

A prospecting stage in a sales force management system is where a customer can request specific products or services.

The key is to create a new code pattern that can be applied to the product, and the customer can then choose whether to see the product or not.

58. How can the primary flag be used in a sales force management system?

A sales force management system can use the primary flag to complete all activities in one shot.

For example, approving the code within one shot is unnecessary for an opportunity like a home appliance. However, multiple quotes can be converted to a model.

59. What must be done beforehand when converting code to order in a sales force management system?

The order must be marked as primary before converting code to order in a sales force management system.

This is why you can automatically select the primary flag and create a new one.

60. What data is included in the code of a product in a sales force management system?

A product’s code in a sales force management system includes the start date, subscription term, end date, and other data that can be freely populated.

By default, the code has different states, which can be configured using the CPU fields.

The expiry date is 30 days, and the code value is set based on the package selected.

Additionally, the code has a quick view that shows how many line items have been added to the code and how long it has been opened.

61. What is an order document in the context of a company’s system?

A company’s system creates an order document that includes branding, document size, and customisation options. It can order based on a customer’s agreement with the company.

62. How is creating an order document handled in a company’s system?

Creating an order document is handled by providing a checkbox to complete an order automatically from a quote.

Once the order is confirmed, a contract between the customer and the company is made, and the document is divided into one-time and subscription products.

63. What is a contract in the context of a company’s system?

A contract in the context of a company’s system is a legal agreement between the customer and the company.

It outlines the order terms, including the price, delivery date, and other relevant details.

64. How is the creation of contracts handled in a company’s system?

A company’s system handles contract creation by providing a checklist that helps determine the number of contracts that can be created.

A contract object is created before activating the order, and the contract is only made for subscription products.

65. What is the purpose of tracking non-subscription products in a company’s system?

Tracking non-subscription products in a company’s system is to keep track of their associated costs and facilitate the creation of contracts and orders for these products.

Non-subscription products can be captured on the account side, with one subscription product in the code line.

66. What is the difference between one-time and subscription products in a company’s system?

One-time products are sold once and not automatically renewed, while subscription products are sold regularly.

Contracts are only created for subscription products; the system may not track the contract for one-time products.

67. What is the importance of bundles in a company’s system?

Bundles are essential in a company’s system because they allow for more flexibility in pricing and sales.

They can also enforce business logic and rules and facilitate special pricing and sales.

68. What are product options in the context of a company’s system?

In the context of a company’s system, product options are particular objects that make a product a bundle product.

When a product consists of an option, it automatically behaves like a bundle product and can be used to create more complex product configurations.

69. What is a product configuration screen?

A product configuration screen is a tool used in governance to prevent product mismatches and ensure that products are displayed in the correct order.

70. What is a bundle?

A bundle is an extensive catalogue of configurable items such as laptops and desktops.

71. What is a feature?

A feature is a group of options displayed that are more organised for configurable products.

72. How does the features field help in product configuration?

The features field allows users to group options and display them in a more organised way for configurable products.

73. What is the importance of logically separating different entities in a bundle?

Logically separating different entities in a bundle, such as CPU, RAM, and hardware, helps ensure that products are displayed in the correct order and that there are no product mismatches.

74. How does getting a section and tab view monthly?

The assigning of a feature to a category that includes multiple features with related options growing together. A standard use case would be to display essential features on one screen and add them on another tab.

75. What two values are available for the option selection method in the product option layout?

The two values available for the option selection method in the product option layout are click and add. Clicking on an option results in a checkbox while adding an option requires clicking a button.

76. What are the essential features of a product?

The essential features of a product include processor memory, memories, and add-ons.

77. What is the use of feature-level option selection methods?

Feature-level option selection methods allow users to add products or programs to their laptop or existing configuration without changing the layout.

78. How does the configuration type work?

The configuration type determines whether users can add products or programs to their laptop, existing configuration, or have no configuration ability.

79. What is the difference between allowable and required configuration types?

Allowable configuration types allow users to configure products or programs, while required configuration types require users to configure products or programs every time they are added.

80. What is the concept of configuration in a product, explicitlyusing a specific engine for each product type?

The concept of configuration in a product highlights the importance of selecting the correct configuration for the required functionality.

It also discusses how features are floating out options together and can be categorised into adoption or option constraints.

Salesforce CPQ is an exceptional tool that can assist businesses in streamlining their quote-to-cash process, managing complex products more efficiently, and increasing revenue streams.

We are improving the customer experience while decreasing errors, simplifying sales processes and streamlining customer care services.

To use Salesforce CPQ successfully, businesses should identify their specific needs and goals before choosing the implementation approach that best suits their organisation.

Companies can successfully implement Salesforce CPQ with the assistance of skilled consultants and quickly and smoothly start reaping its many advantages.

In this blog, you will find an exhaustive list of Salesforce CPQ interview questions and PDFs, answers, tips, and best practices for answering them successfully. Remember, success lies in answering all questions effectively in interviews for this powerful software.