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Top 30 Salesforce CPQ Interview Questions & Answers 2023

Salesforce CPQ Interview Questions

While there are many Salesforce CPQ interview questions, the main objective is to know the answers and understand their usage. Sales play a pivotal role in generating revenue for many businesses. For acquiring more sales, the ventures need to be planned & operated effectively. Therefore, it is essential to provide the desired information and relevant costs for customers.

A CPQ is the one that every business needs to have to solve various issues & drive authentic details as demanded by the customers. If you are one of those people trying to crack Salesforce CPQ interview questions and answers, then you are in the right place. Below are 30 frequently asked CPQ interview questions and their solutions.

Salesforce CPQ Interview Questions

1. What is Salesforce CPQ?

Ans. The acronym of CPQ is very short and simple, Configure, Price, and Quote. Salesforce CPQ is more like an extended version of the customer relationship management process. As the acronym states, the CPQ allows the sales representatives to configure customer demands, calculate the price for their requirements, allow discounts accordingly, and quote a proposal within no time. The CPQ does everything from figuring out to approvals.

2. What are the reasons that contribute to the requirement for a CPQ

Ans. Numerous reasons demand the need for CPQ, such as huge delay in the quotation procedure at the company’s end, manual or technical inaccuracy while providing the information or quoting a price, due to old details and misleading of customers & the slow and improperly customized sales process. The ultimate reason that strengthens the requirement for Salesforce CPQ is to keep pace with the customer needs and demands.

3. Define the QTC

Ans. QTC stands for quote-to-cash. As it says, QTC is the entire sale process that begins from quote to cash. It involves everything from quoting a proposal to receiving approval at the customer end. The quote to cash process improves the management services in every business. The billing services, receivable management, and everything are processed flawlessly with QTC.

4. What is meant by Product Rule?

Ans. The product rules of CPQ are custom-built rules or requirements aided by the CPQ to help the sales representative figure out customer demands and help them efficiently. Though many products are available for the customers, various customization needs to be done.

Together, removing, adding, or any other modifications in a consequence are called product rules. These guidelines are built to deliver the customer an accurate product.

5. What does the Price Rule entail?

Ans. The Price rules entail the pricing procedure, and they help estimate the product price, including the modification and quote a price. For example, suppose a customer changes the number of products according to the price rules. Then, the CPQ will alter the number of products related to the main product and calculate the price accordingly.

6. What are the major variations between a product group & family?

Ans. Product group: A product group is a group of products or goods belonging to one model.

Product family: Groups of the same products manufactured by the same company are entitled to a product family.

7. Describe search filters

Ans. The search filter searches for a particular bundle of sorts, only the required options in order. It helps the sales representative narrow down the customers’ prospects and find out the best bundle. The main flexor of the search filter is to navigate the required item without any hustle.

8. Why is the CPQ tool regarded as an advanced utility item for a firm?

Ans. CPQ tool benefits the firms in different ways, such as turning the overall works simplified & much easier. It provides accurate details, usage of filters for desired items, precise calculation of prices after modifications & processing is swift.

9. What is unique about this tool?

Ans. The sales reps need not dig deep into spreadsheets for items; since CPQ has it prepared already. The price is narrowed, the discount is availed, and the entire sales process is finished.

10. What is the definition of Object in Salesforce? Explain the role of the user in operating various objects & tasks

Ans. Objects refer to database tables. They are stored with information about the company and products. There are 2 categories of objects – Standard, which holds data about customers, and leads & Customs, which contain a firm’s data.

11. What is meant by Adv Quote Calculator in Salesforce CPQ?

Ans. An advance quote calculator calculates the total price after adjusting the bundle or modifications. The advance quote calculator looks out for any change in the previous quote, calculates the new price after every change done in the quote, and updates the final quotation.

12. How can we create a standalone product in Salesforce CPQ?

Ans. To create a standalone product, locate the products tab and click on the ‘New button.’ Type all the information about the product and turn on the ‘Active Checkbox’ to click the save button. Set the cost of the goods and keep it. Locate ‘Price Books’ to find ‘Add to Price-book.’ Then, choose CPQ PriceBook and select it. For saving the products, type in the price for the CPQ price chart.

13. What are the special fields in Salesforce CPQ?

Ans. Additional discount unit, additional instructions, apply additional discount last, apply partner discount first, approvals archived, channel discounts off-list, contract account ID, custom active contract, document currency symbol, edit lines field-set name & include prior quantity.

14. What are the fields that are used for Calculating Fields?

Ans. The fields include additional discount, distributor discount, start date, end date, primary, first-segment term end-date, markup (%), partner discount, subscription term.

15. Explain quotation templates

Ans. Sales reps use a quotation template for producing a quote. It is a format used by the sales team to send out a quotation to a customer that consists of necessary details regarding the product.

16. Elaborate on the various steps by which Salesforce can track the sales information?

Ans. Factors on which Salesforce tracks the sales details: Time-based reports on the sales process. The total number of sales. Report the key information to managers. It provides information about customers who repeatedly make purchases.

17. Find out the different paths to save multiple records in Salesforce.

Ans. The ways to record various types of records in Salesforce are common methods used by most people to store data. The data is stored in images, documents, numbers, and more. They are stored in Google Drive, Attachments, Libraries & Chatter Files.

18. Point out the variations between trigger & workflow.

Ans. Workflow: The mechanization process is done by considering a few criteria. It can access the workflow across any data table.

Trigger: It is the process of implementing a code, which is usually done before/after a modification. The trigger can be accessed across any data table and its relevant tables.

19. Pen down the default indexed fields in Salesforce. Also, list out a few custom field references.

Ans. Default indexed fields in Salesforce are, Name, Lookup & owner fields, Identification (ID), Master-detail relationship fields, Recently modified dates, The audit dates on when it’s been conducted. Few examples of custom fields – Currency, Pick-list, E-mail, Text area, Geolocation, Checkbox & Percent.

20. Explain the various process required in building a bundle item using Salesforce?

Ans. Here are the various steps involved in building a bundle, find the setup key, choose the customize option, and then products, followed by fields and product family fields. Finally, save the new pick-list by appending hardware.

Navigate the products option to create a new one. Set the checkbox true after entering the required information. Add the fee for the desired item in Customized CPQ Price. Type in the list cost and save it.

21. Elaborate on the ways to build a master-detail connection on the reports’?

Ans. Master-detail relationships on the objects can be created among two database tables, and it can be a connection between the main table and sub-table of the main table. We need to transfer the lookup to a master-detail connection by making a few changes and adding modifications.

22. When can we opt for a data loader?

Ans. Data loader is a common Salesforce CPQ interview question and answer which is mostly used to export storage for emergency backup or any storage purpose. For restricting duplicate copies & store files for further use.

23. Define PaaS?

Ans. PaaS refers to the platform as a service, a cloud computing mockup that aids the customers with an entire cloud base. It includes hardware and software applications. Everything together with developing, executing, managerial tasks is done by the PaaS model.

They are implemented to enhance the application model outside the cost limits to make it feasible for everyone. Microsoft Azure, Amazon Web Services, Google Cloud, IBM Cloud, Oracle Cloud Infrastructure are a few top PaaS providers around the corner.

24. Determine IaaS?

Ans. IaaS stands for Infrastructure as a Service and is similar to PaaS. The IaaS model provides applications like computing, storage, networking, and the users need to pay as they move further with these platforms.

Including IaaS, there are different cloud services: Software as a Service (SaaS), Platform as a Service (PaaS) & Serverless. The top IaaS providers are Alibaba Elastic Compute Service, Amazon EC2, Microsoft Azure Virtual Machines, Digital Ocean Droplets, Google Compute Engine, IBM Cloud Private.

25. Define login hours & login IP ranges in the Salesforce?


Login hours: It’s the number of working hours by the workers. It is helpful for the users to stick to the schedule. Any worker not logging in is assumed to be skipping the work. For establishing login hours, follow the below steps: Setup, Administration, Manage Users & Profiles.

Login IP ranges: The companies establish Login IP ranges to restrict illegal or unauthorized activity on the Salesforce platform. Only the authenticated logins are allowed to use the login page. Setup, Administration, Manage Users & Profiles steps to set up login ranges.

26. Give a quick overview of CPQ assistance & how to resolve CRM system loopholes?

Ans. It is the most sought-after Salesforce CPQ Interview Questions and Answers in the quotation process. Quoting a price after all the changes is a pain in the rear, which most CRM systems fail to do, but CPQ does it flawlessly within no time. The accomplishment of system gaps of CRM by CPQ is a key to generating more revenue.

27. Create a code to include multiple records in a single time frame?

Ans. Code to insert multiple records simultaneously is repeatedly asked in every CPQ interview. So, here it is,

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


  • Master-detail Relationship: It depicts the connection between the main object & sub-object. It is affected by the changes in the main object.
  • Lookup Relationship: It is the partnership among two various or diverse things. There are two categories; one is connected to another or is bound to many.
  • External Lookup: It is a connection similar to the master-detail relationship; additionally, the sub-object is linked to the main object.

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

Ans. Modifications are the primary reasons for data loss in Salesforce; replacing contact details and dangling among single-select pick-list to a multi-select pick-list are common reasons for data losses in Salesforce.

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

Ans. Seamless sales process, easy quotation of prices, increased productivity rate, sales rep’s jobs are made easier & eradicates the unnecessary stuff and focuses only on customers’ needs.

These CPQ interview questions and answers will help you crack the interview without any hustle. Understand the use of every element in the CPQ, and you are good to go.

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