Top 15+ Salesforce CPQ Interview Questions and Answers

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Salesforce CPQ (Configure, Price, Quote) is a powerful tool that helps businesses quickly create accurate quotes for products and services. It streamlines the sales process by automating pricing, discounts, and approvals. Because of its growing use in sales teams, many companies now look for professionals with strong CPQ skills. If you are preparing for a job that involves Salesforce CPQ, knowing the common interview questions can really help. In this blog, we will go through the top 15+ Salesforce CPQ interview questions and answers to help you get ready.

Fun Fact – Salesforce CPQ holds a 21.46% market share, making it the most widely adopted CPQ solution globally.

Salesforce CPQ Interview Questions for Freshers

Here are the most asked Salesforce CPQ interview questions and answers to help freshers get started with the basics.

1. What is Salesforce CPQ and how is it different from standard quoting tools?

Salesforce CPQ (Configure, Price, Quote) helps sales teams create accurate quotes inside Salesforce. Unlike basic quoting tools, CPQ handles complex pricing, bundles, discounts, and approvals all within the CRM. It is deeply connected with accounts, opportunities, and products, making the quoting process faster and more reliable.

2. Can you explain the basic workflow of Salesforce CPQ from quote creation to order?

First, the sales rep selects products. Then, CPQ applies pricing, bundles, and discounts. Once the quote is reviewed and approved, it gets converted to a proposal. After customer approval, it becomes an order. Everything is tracked in Salesforce.

3. What is a Price Rule in Salesforce CPQ and when would you use it?

A Price Rule automatically updates pricing fields during quoting. I use it to apply conditional pricing, pass values between fields, or adjust based on quantity. It helps apply logic without writing code.

4. How does the Product Bundle feature work in Salesforce CPQ?

Product Bundles let you group items together. For example, a phone with charger and case. You can set options as required, optional, or default. Bundles simplify selection and guide users through configuration.

5. What are the key objects involved in the CPQ data model?

Important objects include Quote, Quote Line, Product, Price Book, Price Rule, and Configuration Attribute. They work together to store, calculate, and display quote details during the CPQ process.

CPQ Salesforce Interview Questions for Experienced Professionals

These are Salesforce CPQ interview questions and answers for experienced candidates.

6. How do you handle complex discount structures in Salesforce CPQ?

I usually work with Discount Schedules, Price Rules, and Product Rules. Discount Schedules help apply tiered or volume-based discounts. For conditions based on account type or product family, I set up Price Rules with lookup queries. This way, discounts remain dynamic and controlled.

7. Explain the difference between Lookup and Formula Price Rules with an example.

A Formula Price Rule calculates values using simple field formulas. For instance, a 10% markup formula on cost. A Lookup Price Rule pulls data from a custom object or lookup table. For example, fetching a region-specific rate from a pricing matrix. Lookup Rules offer more flexibility for dynamic pricing.

8. How would you manage pricing changes across multiple product bundles?

I create shared Price Rules that apply across all bundles. Instead of editing each one, I centralize logic in Lookup Tables or use Product Feature settings. This helps control pricing updates in one place. For larger changes, I export data via Data Loader and reimport after updates.

9. Describe how Advanced Approvals work in Salesforce CPQ.

Advanced Approvals route quote approvals based on custom conditions. You can set up approval chains, escalations, and parallel approvals. They work independently from standard Salesforce approvals and offer more flexibility in quote review processes.

10. What is the use of twin fields in CPQ and how do they sync with standard objects?

Twin fields are matching fields on standard and CPQ objects. For example, a custom field on Product and Quote Line. CPQ syncs them during quote creation. It keeps data consistent without custom code.

Salesforce CPQ Scenario Based Interview Questions

These are some important Salesforce CPQ scenario-based interview questions and answers. 

11. A client wants a 10% discount automatically applied when the quote total exceeds $50,000. How would you configure that?

I would create a Price Rule with a condition that checks if the quote total is greater than $50,000. If true, the rule updates a custom discount field or applies a Discount Schedule to the line items.

12. You need to restrict a product option based on another selected feature. How would you approach this?

I would use a Product Rule with a Selection or Validation Rule type. The rule would fire based on the value of the controlling feature, hiding or blocking the dependent option.

13. A sales team wants region-specific pricing for the same product. What would be your solution?

I would build a custom lookup table with region and pricing values. Then, use a Lookup Price Rule to fetch the correct price based on the region field selected on the quote.

Also Read - Top 15+ Salesforce Interview Questions On Triggers

Other Important CPQ Interview Questions

These Salesforce CPQ interview questions cover additional topics that are commonly asked and useful for both freshers and experienced candidates.

Salesforce CPQ Technical Interview Questions

Here are some commonly asked Salesforce CPQ interview questions designed to test your technical skills.

1. What is the sequence of execution for Product Rules in CPQ?
2. How do you use the Quote Calculator Plugin and when would it be required?
3. How would you debug issues in the quote line editor when custom rules aren’t firing?
4. How do Constraint Rules differ from Selection Rules in technical behavior?

Salesforce CPQ Developer Interview Questions

1. What is the purpose of the Quote Calculator Plugin and how do you write one?
2. Can you integrate external pricing engines with Salesforce CPQ? How?
3. Describe how custom Product Rules can be extended using custom code.
4. How do you programmatically clone a quote with all associated quote lines?

Salesforce SteelBrick CPQ Interview Questions

1. What are the key differences between SteelBrick CPQ and native Salesforce CPQ today?
2. What is the SteelBrick package structure and how does it affect deployments?
3. How does SteelBrick handle pricing waterfall logic?
4. How do you manage quote templates in SteelBrick?

Vlocity CPQ Interview Questions

1. What is Vlocity CPQ and how is it different from Salesforce CPQ?
2. How do Vlocity Product Models differ from Salesforce Product Bundles?
3. How does Vlocity handle guided selling?
4. Can you describe how OmniScripts are used in Vlocity CPQ?

Apttus CPQ Interview Questions

1. What is Apttus CPQ and what makes it unique in enterprise use cases?
2. What are the major components of Apttus CPQ architecture?
3. How would you manage pricing tiers in Apttus?
4. How does Apttus CPQ integrate with CLM (Contract Lifecycle Management)?

Deloitte Salesforce CPQ Interview Questions

1. How do you manage CPQ deployments across sandbox and production in large client environments?
2. How do you conduct requirement gathering for CPQ in a Deloitte-led project?
3. Can you explain junction objects and sharing settings in Salesforce?
4. How do you approach performance tuning in CPQ when quote generation is slow?

Tips to Prepare for Salesforce CPQ Interview Questions

Here are some tips to help you get ready for Salesforce CPQ interviews with more confidence.

• Review core CPQ concepts like bundles, price rules, and product rules.
• Practice common configuration tasks in a sandbox.
• Understand the CPQ data model and key objects.
• Go through real-world scenarios and troubleshoot sample quotes.
• Read official Salesforce CPQ documentation and release notes regularly.
• Keep answers clear and based on actual use cases.

Also Read - Top 30+ Salesforce Interview Questions and Answers

Wrapping Up

With these 15+ Salesforce CPQ interview questions, you are better prepared to face both basic and advanced topics. Keep learning, stay hands-on, and practice real scenarios to build confidence.

Looking for Salesforce CPQ jobs in India? Try Hirist – an online job portal made for IT professionals. It is a great place to find top Salesforce CPQ roles easily.

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