Salesforce CPQ Interview Questions

Interview Questions on CPQ Product Configuration

Searching for a Salesforce CPQ specialist or want to become one, then this article is for you!

Instead of theoretical interview questions, this series of Salesforce CPQ Interview Questions focuses on the practical use cases and scenario based interview questions that would help you to understand the significance of Salesforce CPQ configurations and features in detail.

1. As a Product Manager, I don’t want Sales Reps to remove any child option/ child product from a bundle product while adding it on the quote. How should a CPQ Admin configure this bundle?

Answer: Set Configuration Type on a Bundle Product to Disabled.

Trailhead Article Link – https://trailhead.salesforce.com/content/learn/modules/cpq-product-configuration/control-the-configuration-experience?trail_id=cpq-admin&trailmix_creator_id=dennishpalmer&trailmix_slug=morecpq

2. As a Product Manager, I would like my Sales Reps to configure the bundle product ONLY at the time of adding it on the quote and not afterwards . How should a CPQ Admin configure this bundle?

Answer: Set Configuration Type on a Bundle Product to Disabled.

Trailhead Article Link – https://trailhead.salesforce.com/content/learn/modules/cpq-product-configuration/control-the-configuration-experience?trail_id=cpq-admin&trailmix_creator_id=dennishpalmer&trailmix_slug=morecpq

3. As a Sales Rep, I would like to see an indented list of all the child options/ child products selected under individual bundle products in the QLE. How should a CPQ Admin achieve this requirement?

Answer: Check the Visualize Product Hierarchy flag under CPQ Package Settings -> Line Editor Settings.

4. How should I configure a specific product to be sold as a child product only i.e. only as a part of the bundle and not as a standalone product?

Answer: Set Component checkbox on a Product record to True. It makes the product unavailable for selection as a standalone product.

5. How should I configure a specific product to be sold as a standalone/ an a-la-carte product as well as a child product?

Answer: Set Component checkbox on a Product record to False. This will make the product available for selection as a standalone product. Add Product Option record to include it under a bundle product.

6. As a Product Manager, I would like to pre-define the quantity (say 5) of a particular product and don’t want the Sales Reps to change it on the quote. How should a CPQ Admin configure it?

Answer: Set Default Quantity field value to a predefined value (5) and Quantity Editable Flag to False on the Product record.

7. As a Product Manager, I would like the system to add 3 quantities of a child product for every quantity of a bundle product. Once added on the quote, Sales Reps should not be able to change its quantity. How should a CPQ Admin configure this requirement?

Answer: Set Product Option record fields as below-

Quantity = 3

Type = Component

8. As a Product Manager, I would like the pricing of a child product A to be included in the bundle product and pricing of a child product B not to be included in the bundle product. How should a CPQ Admin configure this requirement?

Answer: Product Option for A: Set Bundled checkbox = True

Product Option for B: Set Bundled checkbox = False

9. As a Product Manager, I want Product A to be priced at $100/unit/year if sold as a standalone product but $80/unit/year if sold as a part of an upgraded bundle product. How should a CPQ Admin configure this requirement?

Answer: Product A Fields : PriceBookEntry = $100, Subscription Term = 12

Product Option for A Field: Unit Price = $80

Note: In a multi-currency org, CPQ would always set the list price to 80 irrespective of the record currency and doesn’t take currency conversion into consideration.

10. As a Product Manager, I want Child Product A to be visible on the QLE but not on the quote documents. How should a CPQ Admin configure this requirement?

Answer: Set Product Option’s Quote Line Visibility to Editor Only.

Trailhead Article Link – https://trailhead.salesforce.com/content/learn/modules/cpq-product-configuration/how-bundled-quote-lines-behave?trail_id=cpq-admin&trailmix_creator_id=dennishpalmer&trailmix_slug=morecpq

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Salesforce CPQ Interview Questions – Part 1 (2023)

Interview Questions on CPQ Product Configuration

1. As a Product Manager, I don’t want Sales Reps to remove any child option/ child product from a bundle product while adding it on the quote. How should a CPQ Admin configure this bundle?

2. As a Product Manager, I would like my Sales Reps to configure the bundle product ONLY at the time of adding it on the quote and not afterwards . How should a CPQ Admin configure this bundle?

3. As a Sales Rep, I would like to see an indented list of all the child options/ child products selected under individual bundle products in the QLE. How should a CPQ Admin achieve this requirement?

4. How should I configure a specific product to be sold as a child product only i.e. only as a part of the bundle and not as a standalone product?

5. How should I configure a specific product to be sold as a standalone/ an a-la-carte product as well as a child product?

6. As a Product Manager, I would like to pre-define the quantity (say 5) of a particular product and don’t want the Sales Reps to change it on the quote. How should a CPQ Admin configure it?

7. As a Product Manager, I would like the system to add 3 quantities of a child product for every quantity of a bundle product. Once added on the quote, Sales Reps should not be able to change its quantity. How should a CPQ Admin configure this requirement?

8. As a Product Manager, I would like the pricing of a child product A to be included in the bundle product and pricing of a child product B not to be included in the bundle product. How should a CPQ Admin configure this requirement?

9. As a Product Manager, I want Product A to be priced at $100/unit/year if sold as a standalone product but $80/unit/year if sold as a part of an upgraded bundle product. How should a CPQ Admin configure this requirement?

10. As a Product Manager, I want Child Product A to be visible on the QLE but not on the quote documents. How should a CPQ Admin configure this requirement?

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Interview Questions on CPQ Product Configuration

1. As a Product Manager, I don’t want Sales Reps to remove any child option/ child product from a bundle product while adding it on the quote. How should a CPQ Admin configure this bundle?

2. As a Product Manager, I would like my Sales Reps to configure the bundle product ONLY at the time of adding it on the quote and not afterwards . How should a CPQ Admin configure this bundle?

3. As a Sales Rep, I would like to see an indented list of all the child options/ child products selected under individual bundle products in the QLE. How should a CPQ Admin achieve this requirement?

4. How should I configure a specific product to be sold as a child product only i.e. only as a part of the bundle and not as a standalone product?

5. How should I configure a specific product to be sold as a standalone/ an a-la-carte product as well as a child product?

6. As a Product Manager, I would like to pre-define the quantity (say 5) of a particular product and don’t want the Sales Reps to change it on the quote. How should a CPQ Admin configure it?

7. As a Product Manager, I would like the system to add 3 quantities of a child product for every quantity of a bundle product. Once added on the quote, Sales Reps should not be able to change its quantity. How should a CPQ Admin configure this requirement?

8. As a Product Manager, I would like the pricing of a child product A to be included in the bundle product and pricing of a child product B not to be included in the bundle product. How should a CPQ Admin configure this requirement?

9. As a Product Manager, I want Product A to be priced at $100/unit/year if sold as a standalone product but $80/unit/year if sold as a part of an upgraded bundle product. How should a CPQ Admin configure this requirement?

10. As a Product Manager, I want Child Product A to be visible on the QLE but not on the quote documents. How should a CPQ Admin configure this requirement?

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