Salesforce CPQ is a tool that is more and more popular these days. There is more and more need for CPQ Specialists (exam description here) on the market. And it’s quite easy to validate a candidate knowledge if you already have 1 CPQ specialist in the team. However, if you are hiring the first one, you should check how well does the candidate knows the platform.
The below list of 44 questions could help you in your interview process. This is a list of questions touching on technical aspects of Salesforce CPQ. I hope you know that apart from the below, there are many other subjects to validate on the interview process.
Quiz questions:
- What is a Product Option?
- What is an Option Constraint?
- What is a Procut Feature?
- What is a Product Rule?
- What the Product Rule can do?
- What is the difference between the Product Rule and the Options Constraint?
- What is a Pricing Rule?
- What the Pricing Rule can do?
- What are the Pricing methods? What is the difference between them?
- How the OverageRate needs to be configured? How it works?
- What are the Discount Schedules for?
- What is the Discount Schedule Type: Range?
- What is the Discount Schedule Type: Slab?
- As a sales rep I want to edit pricing on the quote line editor. How can we accomplish that?
- How to configure custom pricing algorithms?
- How can we block in the quote line editor from using discounts in %, and just allow to use discounts in $ ?
- Prepare a Discount Schedule that sets a 3% discount if we order 1000 items in the whole quote.
- Prepare a Discount Schedule that sets a 5% discount if we order 100000 items in the whole history of the account’s orders.
- How the Discount Schedule-> Cross Order option works with subscriptions in the past orders?
- What is the limitation of Discount Schedule-> Cross Product and Cross Order options?
- How to assign the discount schedule to a product?
- Add a dropdown configuration menu for the bundle (for example: relocation type: in country/in state, cross state, cross country)
- Configure a volume discount schedule for specific account only.
- What are Discount Categories? And how they differ from the other discount options?
- Configure a Discount Category.
- List all discount options/tools.
- How to create and use new logo for the template?
- Configure Salesforce to Display all items within a bundle on the Quote Template.
- What type of additional documents can we add to the quote?
- Configure an additional document to be added to the quote when the quote document is generated.
- How to put the company logo into a quote template using a merge field and custom content?
- What objects can we use in the quote template content?
- How can we use fields from other objects in the quote template?
- What items do you need to customise the quote template?
- Configure a quote term which is added to the quote template only if the specific product is in the quote.
- Configure the quote template to display the optional items in the separate section.
- What we need to remember about when we modify the width of a line item column?
- How to configure a quote template where the prices are not displayed for items that are within the bundle price?
- How to put the product description into the separate line in the quote template? Configure it.
- How to display image in the product description in the quote template? Configure it.
- What is a Configuration Attribute?
- How we configure a Configuration Attribute?
- Create a Configuration Attribute and a Product Rule that based on the selected option in the dropdown will hide/show certain options in the bundle.
- How to we manage (where) the fields (columns) visible in the quote line editor?
I hope the above will make your hiring process easier. Also, I believe it’s fun to check your knowledge with the above if you’re actually already certified!
The above validates your technical knowledge. However, delivering a CPQ project is a different story. If you want to get a sense of what you might face in real life, I encourage you to use my book to learn the delivery side of CPQ Specialist life.
