Salesforce CPQ (Steelbrick CPQ) Interview Questions and Answers.

Q1. What is CPQ?

CPQ stands for Configure, Price, Quote.

  • Configure – configure Product Bundles, Eligibility, Availability
  • Price – perform automatic Price Calculations, apply discounts, perform approvals
  • Quote – manage Quote Lifecycle, create proposal documents, convert Quote to Orders

Q2. What are Product Rules in Salesforce CPQ?

Product Rules in Salesforce CPQ ensures that the correct Product is displayed to the user. There are four kinds of Product Rules:

  • Validation Rules – Confirms that a quote’s product combinations or quote line field values match predetermined conditions
  • Selection Rules – Automatically adds, removes, hides, enables, or disables options in a bundle
  • Filter Rules – Prefilters the products available to add to a bundle
  • Alert Rules – Guides and informs through messages during configuration or pricing

Q3. What are Price Rules in Salesforce CPQ?

Price rules in Salesforce CPQ automate price calculations and update the quote line fields. Price Rules contain price conditions to calculate accurate price during the Quoting process.

Price rules inject a static value, field value, or summary variable into a quote or quote line field. For example, create a price rule so that the quantity of maintenance kits in your quote is always twice the quantity of that quote’s printers. When a customer changes the printer quantity and saves the quote, Salesforce CPQ activates the price rule and updates the maintenance kit quantity.

Price rules can target the configurator or the quote line editor’s calculator. If you target the calculator, you can set the Calculator Evaluation Event field to apply the price rule:

  • Before calculation
  • After calculation
  • During calculation
  • Or during any combination of the above three

Q4. What are Product Bundles in Salesforce CPQ?

Product bundles are products with optional features or components that you want to include on a single quote line.

A bundle product contains several records.

  • A bundle parent: The parent product is the bundle itself.
  • Options: These products in the bundle contribute to the bundle price. You can consider these children of the bundle parent. An option doesn’t contribute to the bundle price if you select its Bundled checkbox.
  • Features: A feature is a group of options. You can use the Min Options and Max Options fields to define selection restrictions for objects in the same feature, such as “pick one or more” or “pick 3 of 5.”
  • Option constraints: Use constraints to control how users select options together.
  • Configuration attribute: A field and picklist shown above or below the list of product options. This field targets all options containing the same field and applies its value to all those fields.

First, choose a product to represent your parent, and at least one product to represent a bundle option. After you create your options, features, and constraints, associate them to the parent via related lists on the parent product record.

Q5. What are Product Options in Salesforce CPQ?

Product options are individual products that users can select from when configuring Product bundles.


Salesforce CPQ Interview Questions


Q6. What are Product Selection Rules in Salesforce CPQ?

Product Selection rules perform an action in a bundle allowing automation of a bundle configuration. They contain a set of conditions and a set of actions. They can be used to automatically select or deselect product options of a bundle, or enable or disable them, or show or hide them.

Q7. What are Product Validation Rules in Salesforce CPQ?

Product Validation Rules ensure that the data a user selects meets certain standards. These contain a condition to be met, and an error message; they can be used to ensure that the configured bundle is valid. Summary variables can be used to see if conditions are met. These rules can target either quote lines, or product options in a bundle.

Q8. What are Product Pricing Methods?

Product Pricing Methods allow you to apply various discounts or markups to customize pricing on your products.

Q9. What are Price Actions?

When your price rule meets its conditions, the rule applies its price actions to a target field. A price action sources the value from a summary variable, formula, user-defined value, or other quote line field and sends that value to your target field. A price rule must have at least one action. You can have several actions that target the same field, or several actions that each target a different field.

Q10. What is Guided Selling?

Guided Selling recommends products to users based on answers provided by the users during the Guided Selling Process. A guided-selling process contains these components:

  • Quote Process: This object defines how the prompt appears and how it adds items based on user input
  • The quote process record contains a related list for process inputs. These records are the questions and possible answers that the guided selling prompt shows. Each process input represents one question
  • The process input record contains a related list for process input conditions. You can define process input conditions so that the guided selling prompt only shows the process input only in response to the values of other process inputs. This feature is useful if you want to create a complex guided selling prompt that guides users down several paths based on their needs. It also keeps your guided selling prompt organized by showing only required questions

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