Salesforce CPQ Interview Questions

As of 2020, business organizations are looking forward to the best Customer relationship management frameworks to reach out to potential customers for consistently driving business. Salesforce is one of the latest software platforms that is extensively combining customers and business organizations. In this article, you can go through the set of Salesforce CPQ interview questions most frequently asked in the interview panel. And these lists will help you to crack the interview as the topmost industry experts curate these at HKR training.

1. What is meant by CPQ? Give a brief explanation about CPQ?

Ans: CPQ, also called CPQ Salesforce, refers to Configure Price Quote software by Salesforce. It is specifically a tool that has designed to generate quotes for the orders for the organizations quickly. This tool is an extension of a customer relationship management platform, which helps drive sales and its processes in an organized and faster manner. CPQ tool gives the view of the different aspects to consider in a project. The sales executives will be able to access the overall view and make decisions as per the business needs.

2. Give a brief explanation of why the CPQ tool is the modern-day utility tool for an organization?

Ans: The CPQ tool is considered the modern-day utility tool as it offers a superior selling platform. It provides reliable and truthful information about the products in the organization based on the customers' product selections.

3. What do you know about Salesforce Dashboard?

Ans: Salesforce dashboard is the pictorial representation of the reports. Salesforce dashboard can add 20 reports at one time on a single panel.

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4. Define the term Price List?

Ans: Price List in Salesforce is used to store the products' multiple prices based on the business flow. The organization usually analyses and sets up a price for every product. All the different prices will represent in the Price List in Salesforce.

5. Define the term search filters?

Ans: A search filter in Salesforce will help discover the results by using the field values. Search filters have used to find the products by using the options available as fields. 

6. Give a brief idea on Audit Trail and Audit fields in Salesforce?

Ans: Audit Trail is functionality in Salesforce that is used for tracking and retrieving the information about the recent changes performed by the administrator in the organization. The audit trail functionality can preserve the data upto six months. The standard fields in Salesforce are called Audit fields. The approved areas include name, owner, created by, and last modified. 

7. What are the default filters used in Salesforce? How can you get rid of them?

Ans: The default filters used in Salesforce is the "Date Filter." We can get rid of the Date Filter by selecting the option "All Time" in the range on the page.

8. Define the term Profile in Salesforce? Does Salesforce provide an option for two users to use the same profile? Give a brief difference between Role and Profile in Salesforce?

Ans: A profile in Salesforce refers to the set or collection of procedures and rules followed by the user. The profile allows the users to access the information or records related to the organization. Salesforce includes multiple profiles like a sales profile that would provide access to the opportunities, leads, campaigns, and contacts, etc.
Yes, Salesforce provides an option to allow two users to work or use the same profile. Any number of people can use the same profile, whether it is from one department or not.
A role is different from Profile as Role increases the user's visibility by sharing the rules or building a role hierarchy. A profile has represented at the object level.

9. What do you mean a Junction object? Give a brief idea about its usage?

Ans: A junction object is the object used for creating many-to-many relationships in Salesforce. Let us consider an example, a recruiting application. It has interlinked with many candidates, which allows the candidates to apply for multiple positions in the same way.

10. Give a brief idea about QTC?

Ans: QTC refers to Quote to Cash, a term used in the technology designed to allow automated management of the user business processes. It includes integrating the business processes on the seller side related to the product or service configuration, quote creation, pricing, invoicing, payments, etc. In simpler terms, it is the process that the organizations send the details and offers to the customers along with the pricing, generating a document called quote and involved in further completion of the payments and invoices.

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11. Define the term

Ans: Product in Salesforce refers to the products or the services sold to the customers. Products have represented in three different kinds:

Standalone: Individual products will be sold.

Bundle: It is a combination of two or more products.

Options: Options helps in providing an additional choice to choose the products to the end-users.

A product can be created by following the below steps:

  • Select Create new dropdown and navigate to the Product option. Or use a new option that is available next to the new products on the products home page.
  • Add a name for the product.
  • Add relevant additional information to the product by reviewing the fields of the product.
  • Save the data entered. Once done, click on Save and Add price to save the product.Make sure that you enter a standard rate.

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12. Define the term Object in Salesforce? What are the different types of objects and tasks that the user can do using the objects?

Ans: Object in Salesforce refers to the tables in the database. Objects in Salesforce are correctly used to store the data of the organization. Objects in Salesforce are of two different types. They are:

  • Standard Object: The standard objects include accounts, contacts, leads, cases, campaigns, products, contracts, opportunities, dashboards, etc.
  • Custom Object: Custom objects are capable of storing the unique and essential information of an organization. Custom objects allow the users to perform the modifications within them. Custom objects include custom user interface tab, applying relationships to the different objects, custom fields, page layouts, etc.

13. List out the reasons that result in data loss in Salesforce?

Ans: Multiple reasons will result in data loss in Salesforce. They are:

Modifying or performing changes in the text area to email, phone, URL, or text.

  • Performing changes or migrating from any other picklist to the multi-select picklist.
  • Modifying the time and date.
  • Migrating from other data types to percent, number, and money.
  • Moving from the options that include a checkbox, multi-select picklist, auto number to the other different types.

14. Give a brief idea about the different steps involved in creating a bundle product in Salesforce?

Ans: Product creation in Salesforce is one of the primary steps to be followed for any CPQ solutions. Salesforce allows the configuration of various types of products and services. Let us learn about the steps involved in creating a bundle product.

  • Navigate to the Setup option->Customize->products-> Fields-> Product Family Field-> New. Click on save by adding the Hardware as a new picklist value.
  • Select the Products tab and click on New. Update all the necessary information. Make sure that the checkbox has set to True.
  • Save and Add the price by selecting the Save and Add price button. Update the standard price for the product.
  • After saving, the product detail page will reflect on the screen.
  • Add the price for the product in Custom CPQ Price.
  • Enter the list price for the CPQ price book and Save.

15. What are the six different steps to be followed to define a successful CPQ implementation in Salesforce?

Ans: It is essential to follow the guidelines for a successful implementation of CPQ in Salesforce. They are listed below:

  • Establishment of the goals to attain the best driving business sales.
  • Optimization and documentation of the business quote to cash process
  • Prioritization of CPQ features
  • Initiation of System Integration and Data updation
  • Organize and change management initiatives
  • Measurement and Optimization of the progress evolved.

16. Give a brief idea of how CPQ helps in closing the CRM system gaps?

Ans: Most of the CRM systems do not provide the flexibility of automating the price quote processes. The price quote process has found to be difficult in the current CRMs. This infact leading to a slow process of quote generation and prone to unidentified risks. This will ultimately lead to low revenue generation, which is a significant loss to the organization. CPQ in Salesforce helps in reducing these unwanted factors and improving business revenue.

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17. List out the different types of relationships available in Salesforce?

Ans: There are different types of relationships available in Salesforce which are listed below:

  • Master-detail relationship: The Master-detail relationship represents the relationship between the parent and child. The master is the parent, and the detail is the child. The master object has the control of the child object because the child object will no longer exist if the master object is deleted.
  • Lookup relationship: The lookup relationship has used for linking two different objects together. It can be either one to one or one to many.
  • External Lookup: External Lookup is the relationship that helps in establishing the connectivity between the child object and the parent object. It helps in the identification of the correct mapping of the child object to the parent external object. The matching is done against the External Id values.

18. What do you mean by Transfer record in profile?

Ans: The transfer record is the functionality available in the Salesforce that is used to grant the permissions to the users. If a particular user has the permission or authority to share the record, the user will have the capability to share the document in a read-only access format.

19. What do you mean by the term Trigger in Salesforce? What is a Time Trigger?

Ans: A trigger in Salesforce refers to the Apex code that is executed before or after performing the functions like insert, delete, update, etc. It provides the flexibility to achieve the custom actions before and after the record modifications in Salesforce.
A time trigger refers to the system that performs the execution of one or more tasks based on the defined set of rules and the scheduled tasks.

20. What do you mean by Workflow in Salesforce? Specify the actions in the Workflow?

Ans: A workflow refers to the automation of a specific business process that requires certain rules and regulations to be defined. The rules and regulations could be sending an email, creating a task, updating a field, etc. The actions performed in Workflow are:

  • Task
  • Field update
  • Outbound message
  • Email alert

21. Distinguish the difference between Trigger and Workflow?

Ans: The following are the differences between Trigger and Workflow represented in the tabular format.

  • Workflow
  • Trigger

Workflow refers to the automation process that follows some evaluation-based and rule-based criteria.

  • A trigger refers to the execution of the piece of the code either before or after the record is inserted or updated.
  • Accessing of Workflow is allowed across the object.
  • Accessing of the trigger is permitted on the objects and their related objects as well.
  • DML operations cannot perform on Workflow.
  • DML operations can perform. At least 20 DML operations can perform on one trigger.
  • Querying from the database is not allowed in Workflow.
  • Querying is allowed in triggers. At least 20 SQL queries can be used in one trigger.

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22. Can you explain how SaaS is beneficial to Salesforce?

Ans: Saas, Software as a Service is the platform that provides subscription offers to the clients so that they can choose not to discontinue or renew at any time without any charges or penalty. Saas helps in avoiding substantial investments and startup fees.

23. Figure out the different ways to store the various types of records in Salesforce?

Ans: There are four different ways to store the various record types like files, documents, images etc. They are listed below:

  • Google drive
  • Attachments
  • Libraries
  • Chatter files

24. What do you understand by permission sets in Salesforce?

Ans: A permission set refers to the set of permissions or settings set up to the users to access the records and perform the functionality without changing the profiles. The functionality of the user can be extended by using the permission set. Profile creation is a time taking process, instead, a permission set can be used.

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25. Determine how many master-detail relationships and Lookup relationship fields can create in an object?

Ans: A maximum of two master-detail relationship fields can be created in an object while a maximum of 40 master-lookup relationship fields can create. 

26. Determine the different factors on which Salesforce tracks the sales details?

Ans: There are multiple aspects that Salesforce provides information. They are:

  • Generation of the sales reports on a timely basis
  • Provide regularized sales numbers
  • Represents the number of customers served on a daily basis.
  • Provide complete reports to the sales manager.
  • Provides the details of the repeated customer activities.

27. List out the default indexed fields in Salesforce? List out some examples of custom fields?

Ans: The following are the default indexed fields in Salesforce.

  • Name
  • ID
  • Lookup fields
  • Owner fields
  • Master-detail relationship fields
  • Last modified dates
  • Audit dates

Some of the custom fields are listed below:

  • Currency
  • Date
  • Text
  • Picklist
  • Email
  • Number
  • Text area
  • Geolocation
  • Checkbox
  • Master-detail relationship
  • Percent

28. Give a brief explanation of the benefits of Salesforce CPQ?

Ans: Salesforce CPQ provides its extensible support to the sales team and the organization in many ways:

  • Provides the control and visibility to the sales leaders          
  • Enables a way to launch new models which are flexible to the customers
  • Ensuring that the organization is working in collaboration with the back and front office teams together.

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29. Briefly explain the different ways to store the various types of reports in Salesforce?

Ans: The reports in Salesforce can be represented in various types as listed below:

  • Tabular report: The tabular report is represented in the tabular format.
  • Matrix report: The matrix report is represented in the form of columns and rows based on grouping.
  • Summary report: The summary report provides detailed reports represented in the columns.
  • Joined report: Joined reports include the combination of one or more reports in a single report.

30. Define the steps to create a master-detail relationship on the objects that are already included in the reports?

Ans: The following are the steps to create a master-detail relationship.

A lookup relationship has to be created between two objects.

Establish the connectivity between the parent and child records.

Convert the relationship from Lookup relationship to Master-detail relationship by selecting and modifying the fields.

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