Sample Questions and Answers
Which object in Salesforce CPQ represents the individual items added to a quote?
A) Quote Line
B) Product Option
C) Price Rule
D) Quote Template
Answer: A) Quote Line
Explanation: Each product or service added to a quote is stored as a Quote Line record.
How do Configuration Attributes affect the CPQ process?
A) They collect additional information during configuration and can control option visibility and pricing.
B) They set approval limits.
C) They define discount schedules.
D) They generate contracts.
Answer: A) They collect additional information during configuration and can control option visibility and pricing.
Explanation: Attributes provide flexibility during product configuration.
What is the primary purpose of a Price Rule in Salesforce CPQ?
A) To dynamically update field values on quote lines or quote header during the quoting process.
B) To define product bundles.
C) To create quote templates.
D) To manage contracts.
Answer: A) To dynamically update field values on quote lines or quote header during the quoting process.
Explanation: Price Rules automate pricing adjustments and custom logic.
What is the effect of setting the “Editable Quantity” checkbox to false on a Product Option?
A) Prevents the user from changing the quantity of the option.
B) Makes the option required.
C) Disables the product option entirely.
D) Hides the option from the UI.
Answer: A) Prevents the user from changing the quantity of the option.
Explanation: This locks the quantity to the default or set value.
What does the “Block” action in a Product Rule do?
A) Prevents the user from selecting certain product combinations that violate business logic.
B) Applies discounts automatically.
C) Adds products to the quote automatically.
D) Locks the quote for approval.
Answer: A) Prevents the user from selecting certain product combinations that violate business logic.
Explanation: Blocks enforce constraints preventing invalid configurations.
How can you apply different prices to the same product for different customer segments?
A) Use Price Books and Price Book Entries assigned to different customers.
B) Use Discount Schedules only.
C) Use Product Rules.
D) Use Approval Processes.
Answer: A) Use Price Books and Price Book Entries assigned to different customers.
Explanation: Price Books allow differentiated pricing for customer groups.
What is the purpose of the Quote Calculator Plugin?
A) To customize and extend the default price calculation logic using Apex.
B) To send quote emails.
C) To generate contracts.
D) To create product bundles.
Answer: A) To customize and extend the default price calculation logic using Apex.
Explanation: Plugins provide advanced calculation customizations.
Which object stores configuration rules for product bundles in Salesforce CPQ?
A) Product Rule
B) Price Rule
C) Discount Schedule
D) Quote Template
Answer: A) Product Rule
Explanation: Product Rules enforce configuration logic like validations and selections.
What happens when you set a Product Option as “Required”?
A) The option must be included in the bundle and cannot be removed.
B) The option is hidden from the user.
C) The option price is set to zero.
D) The option is automatically discounted.
Answer: A) The option must be included in the bundle and cannot be removed.
Explanation: Required options enforce mandatory selections.
How can you create conditional pricing based on quantity purchased?
A) Use Discount Schedules to define tiered pricing based on quantity ranges.
B) Use Product Rules.
C) Use Quote Templates.
D) Use Approval Processes.
Answer: A) Use Discount Schedules to define tiered pricing based on quantity ranges.
Explanation: Discount Schedules automate quantity-based price breaks.
How is feature visibility controlled in Salesforce CPQ?
A) Using Configuration Attributes and Product Rules with conditions.
B) Using Price Rules only.
C) Through Quote Templates.
D) Through Approval Processes.
Answer: A) Using Configuration Attributes and Product Rules with conditions.
Explanation: Dynamic visibility improves user experience and accuracy.
What is the difference between “Include” and “Exclude” Constraint Types in Product Rules?
A) “Include” ensures certain options are selected together; “Exclude” prevents options from being selected together.
B) “Include” discounts options; “Exclude” hides options.
C) “Include” applies price rules; “Exclude” applies product rules.
D) No difference.
Answer: A) “Include” ensures certain options are selected together; “Exclude” prevents options from being selected together.
Explanation: These constraint types control option relationships.
What does “Dynamic Bundle Pricing” mean?
A) The bundle price is calculated based on the sum of its selected options and their quantities.
B) The bundle has a fixed price regardless of options.
C) The bundle price is always zero.
D) The bundle price is defined by discount schedules.
Answer: A) The bundle price is calculated based on the sum of its selected options and their quantities.
Explanation: Dynamic pricing reflects actual selected components.
What is the role of Configuration Attributes in bundle products?
A) To gather additional input from users during configuration which can influence options and pricing.
B) To apply discounts.
C) To control approvals.
D) To generate contracts.
Answer: A) To gather additional input from users during configuration which can influence options and pricing.
Explanation: Attributes enhance configurability and customization.
How do Lookup Queries in Price Rules improve pricing?
A) By fetching real-time data from Salesforce records to influence price calculations.
B) By blocking invalid options.
C) By sending approval requests.
D) By generating quote documents.
Answer: A) By fetching real-time data from Salesforce records to influence price calculations.
Explanation: Lookup Queries enable dynamic and complex pricing logic.
Which of these is NOT a valid Price Method in Salesforce CPQ?
A) Block Pricing
B) Percent of List
C) Cost Plus Markup
D) Quantity Restriction
Answer: D) Quantity Restriction
Explanation: Quantity Restriction is not a pricing method; it’s a product option setting.
How can you restrict product options based on quote field values?
A) Use Product Rules with filter conditions referencing quote fields.
B) Use Discount Schedules.
C) Use Approval Processes.
D) Use Quote Templates.
Answer: A) Use Product Rules with filter conditions referencing quote fields.
Explanation: Enables dynamic option visibility based on quote context.
What is the difference between Price Rules and Product Rules?
A) Price Rules manipulate pricing and field values; Product Rules control product configuration and validation.
B) Price Rules create contracts; Product Rules generate quotes.
C) Price Rules send emails; Product Rules apply discounts.
D) No difference.
Answer: A) Price Rules manipulate pricing and field values; Product Rules control product configuration and validation.
Explanation: Different roles within CPQ logic.
What happens if a Validation Product Rule fails during configuration?
A) The user is prevented from saving or proceeding until the rule is satisfied.
B) The quote is automatically approved.
C) Discounts are applied.
D) The option is hidden.
Answer: A) The user is prevented from saving or proceeding until the rule is satisfied.
Explanation: Validation rules ensure compliance with business logic.
How can you set a default value for a Configuration Attribute?
A) Specify the default value in the attribute’s setup within the Product Configuration.
B) Use Price Rules only.
C) Use Quote Templates.
D) Use Discount Schedules.
Answer: A) Specify the default value in the attribute’s setup within the Product Configuration.
Explanation: Default values improve configuration speed and accuracy.
Which object is responsible for storing discount schedules?
A) Discount Schedule
B) Price Rule
C) Product Option
D) Quote Line
Answer: A) Discount Schedule
Explanation: This object defines quantity or date-based discount tiers.
What is the primary purpose of a Quote Template?
A) To format and generate the final quote document sent to customers.
B) To configure product bundles.
C) To set pricing rules.
D) To apply discounts.
Answer: A) To format and generate the final quote document sent to customers.
Explanation: Templates define how quotes appear externally.
How do “Optional Features” behave in a bundle product?
A) They are available for selection but not required to be added.
B) They are always included and cannot be removed.
C) They are hidden by default.
D) They trigger approvals.
Answer: A) They are available for selection but not required to be added.
Explanation: Provides flexibility for bundle customization.
How can you automate approval based on discount percentage?
A) Use Approval Processes triggered by discount percentage thresholds on Quote Lines.
B) Use Price Rules only.
C) Use Discount Schedules.
D) Use Quote Templates.
Answer: A) Use Approval Processes triggered by discount percentage thresholds on Quote Lines.
Explanation: Approval processes enforce discount policies.
What is the use of the “Max Quantity” field on a Product Option?
A) Limits the maximum number of units a user can select.
B) Sets the minimum order quantity.
C) Determines price breaks.
D) Locks the option price.
Answer: A) Limits the maximum number of units a user can select.
Explanation: Prevents over-ordering of options.
Which Salesforce CPQ feature allows for multi-currency pricing?
A) Currency fields on Price Books and Quote Lines integrated with Salesforce multi-currency.
B) Discount Schedules only.
C) Product Rules only.
D) Quote Templates.
Answer: A) Currency fields on Price Books and Quote Lines integrated with Salesforce multi-currency.
Explanation: Supports global quoting and pricing.
How can you trigger a price recalculation after changing a Configuration Attribute?
A) Use Price Rules or configure the attribute to trigger recalculation automatically.
B) Use Quote Templates.
C) Use Approval Processes.
D) Use Discount Schedules.
Answer: A) Use Price Rules or configure the attribute to trigger recalculation automatically.
Explanation: Ensures accurate pricing after attribute changes.
What is the role of Dynamic Bundles in Salesforce CPQ, and how do they differ from Standard Bundles?
A) Dynamic Bundles allow users to select individual components interactively during configuration, while Standard Bundles are fixed sets of options.
B) Dynamic Bundles have fixed pricing, whereas Standard Bundles have dynamic pricing.
C) Dynamic Bundles cannot have Configuration Attributes.
D) Dynamic Bundles cannot include optional features.
Answer: A) Dynamic Bundles allow users to select individual components interactively during configuration, while Standard Bundles are fixed sets of options.
Explanation: Dynamic Bundles provide more flexibility for complex products, enabling users to customize the bundle contents dynamically.
How do Configuration Attributes impact the behavior of Product Rules?
A) Configuration Attributes can be referenced in Product Rule conditions and constraints to dynamically control option selection and visibility.
B) Configuration Attributes only affect price calculations, not product rules.
C) Product Rules cannot reference Configuration Attributes.
D) Configuration Attributes apply only at the quote header level.
Answer: A) Configuration Attributes can be referenced in Product Rule conditions and constraints to dynamically control option selection and visibility.
Explanation: Using attributes in rules enables contextual, dynamic configuration enforcement.
Describe how Price Conditions work within a Price Rule and their importance.
A) Price Conditions evaluate specific criteria (e.g., field values) before executing price actions, ensuring price changes occur only when relevant.
B) Price Conditions block invalid product combinations.
C) Price Conditions apply discounts automatically.
D) Price Conditions are used only to trigger approval processes.
Answer: A) Price Conditions evaluate specific criteria (e.g., field values) before executing price actions, ensuring price changes occur only when relevant.
Explanation: They ensure precise targeting of price updates, improving accuracy and performance.
What is the difference between “Use Lookup Query” and “Use Summary Variable” in Price Rules?
A) Lookup Query fetches specific records for a condition or action, while Summary Variable aggregates data (e.g., sum, max) from related quote lines.
B) Lookup Query is for product selection; Summary Variable is for discounting.
C) Both are used to generate quote templates.
D) They are the same.
Answer: A) Lookup Query fetches specific records for a condition or action, while Summary Variable aggregates data (e.g., sum, max) from related quote lines.
Explanation: Lookup Queries allow fetching data, while Summary Variables enable calculation on related records.
Explain how Advanced Approvals work in Salesforce CPQ and how they integrate with Pricing.
A) Advanced Approvals create multi-step, condition-based approval workflows, often triggered by price or discount thresholds on quote or quote lines.
B) Approvals are only for contracts, not quotes.
C) Approvals override all price rules.
D) Advanced Approvals are manual only.
Answer: A) Advanced Approvals create multi-step, condition-based approval workflows, often triggered by price or discount thresholds on quote or quote lines.
Explanation: They enforce business rules and compliance on pricing and discounting.
What is the function of the Quote Calculator Plugin, and how is it implemented?
A) It overrides or extends standard CPQ price calculation logic by implementing the QuoteCalculatorPlugin Apex interface.
B) It creates quote documents.
C) It automatically sends quotes to customers.
D) It validates product rules.
Answer: A) It overrides or extends standard CPQ price calculation logic by implementing the QuoteCalculatorPlugin Apex interface.
Explanation: This allows custom pricing logic beyond out-of-the-box functionality.
How can Custom Actions improve user interaction during configuration?
A) Custom Actions add buttons or links to the configuration page that trigger specific scripts or workflows, like resetting configuration or triggering external calls.
B) Custom Actions block invalid products.
C) Custom Actions apply discounts automatically.
D) Custom Actions generate quote templates.
Answer: A) Custom Actions add buttons or links to the configuration page that trigger specific scripts or workflows, like resetting configuration or triggering external calls.
Explanation: They enhance UX and enable custom workflows.
What is the use of Feature Rules in Salesforce CPQ?
A) Feature Rules control the visibility and behavior of product features (option groups) based on conditions.
B) Feature Rules apply discounts.
C) Feature Rules generate quote documents.
D) Feature Rules approve quotes.
Answer: A) Feature Rules control the visibility and behavior of product features (option groups) based on conditions.
Explanation: They tailor bundle options dynamically.
How does Product Option Quantity Logic work in bundles?
A) Product Option quantity can be fixed, editable, or calculated based on parent product quantity and other rules.
B) Quantity is always fixed to 1.
C) Quantity cannot be changed.
D) Quantity controls approval processes.
Answer: A) Product Option quantity can be fixed, editable, or calculated based on parent product quantity and other rules.
Explanation: Quantity flexibility improves quoting accuracy.
Describe the function of the “Configuration Rule” and its components.
A) Configuration Rules consist of a Product Rule and associated Conditions and Actions that enforce business logic during configuration.
B) Configuration Rules create price schedules.
C) Configuration Rules approve quotes.
D) Configuration Rules generate reports.
Answer: A) Configuration Rules consist of a Product Rule and associated Conditions and Actions that enforce business logic during configuration.
Explanation: They control what can or cannot be configured.
What is the impact of setting the “Stop Further Processing” flag on a Product Rule?
A) It prevents subsequent rules from being processed if the current rule fires.
B) It blocks the quote.
C) It applies discounts.
D) It generates errors.
Answer: A) It prevents subsequent rules from being processed if the current rule fires.
Explanation: Helps optimize rule evaluation and avoid conflicts.
How do Summary Variables in Salesforce CPQ improve pricing or validation?
A) Summary Variables aggregate data such as total quantity or total price across quote lines, usable in Price Rules or Product Rules for dynamic calculations or validations.
B) They create discounts.
C) They generate quote templates.
D) They automate approvals.
Answer: A) Summary Variables aggregate data such as total quantity or total price across quote lines, usable in Price Rules or Product Rules for dynamic calculations or validations.
Explanation: Enables advanced business logic.
Explain how Salesforce CPQ APIs can be used for integration.
A) CPQ provides REST and Apex APIs to create, update, and retrieve quotes, products, and price calculations for integration with external systems.
B) APIs only support contract generation.
C) APIs are read-only.
D) APIs can’t modify price rules.
Answer: A) CPQ provides REST and Apex APIs to create, update, and retrieve quotes, products, and price calculations for integration with external systems.
Explanation: APIs enable automation and system integration.
What is the difference between “Price Dimension” and “Price Schedule”?
A) Price Dimensions represent different pricing elements (e.g., one-time, recurring), while Price Schedules define quantity or date-based price breaks within those dimensions.
B) They are the same.
C) Price Dimensions generate quote templates.
D) Price Schedules approve discounts.
Answer: A) Price Dimensions represent different pricing elements (e.g., one-time, recurring), while Price Schedules define quantity or date-based price breaks within those dimensions.
Explanation: Both work together to provide flexible pricing.
How do you manage quote templates for multi-language support?
A) Use Translation Workbench and create localized Quote Templates per language.
B) Use only one template for all languages.
C) Use Price Rules to translate.
D) Salesforce CPQ doesn’t support multi-language.
Answer: A) Use Translation Workbench and create localized Quote Templates per language.
Explanation: Ensures quotes are correctly localized.
Describe how Guided Selling works in Salesforce CPQ.
A) Guided Selling uses a sequence of prompts and questions to help sales reps identify the right products and configurations.
B) Guided Selling applies discounts automatically.
C) Guided Selling creates contracts.
D) Guided Selling is for approvals.
Answer: A) Guided Selling uses a sequence of prompts and questions to help sales reps identify the right products and configurations.
Explanation: Simplifies complex product selection processes.
What are “Hidden Option” product options, and when are they used?
A) Hidden Options are not visible to users but included automatically in bundles for backend logic or pricing.
B) They are deprecated features.
C) They apply only discounts.
D) They generate approval processes.
Answer: A) Hidden Options are not visible to users but included automatically in bundles for backend logic or pricing.
Explanation: Useful for mandatory backend components.
How do Quote Terms and Conditions integrate with Salesforce CPQ?
A) They define legal or sales terms included in quote documents, managed via Quote Term records and linked to Quote Templates.
B) They control pricing.
C) They approve quotes.
D) They are unrelated to CPQ.
Answer: A) They define legal or sales terms included in quote documents, managed via Quote Term records and linked to Quote Templates.
Explanation: Ensures consistent contractual language.
What is the function of the “Quote Sync” feature in Salesforce CPQ?
A) It synchronizes quote line data between Salesforce CPQ and Salesforce Billing or ERP systems for accurate downstream processing.
B) It generates quote templates.
C) It applies discounts.
D) It triggers approvals.
Answer: A) It synchronizes quote line data between Salesforce CPQ and Salesforce Billing or ERP systems for accurate downstream processing.
Explanation: Ensures data consistency post-sale.
How can Custom Metadata Types be leveraged in Salesforce CPQ?
A) They store configuration data (like discount thresholds, rule parameters) that can be referenced in Apex or Price Rules for flexibility without code changes.
B) They generate quotes.
C) They manage approvals.
D) They are not supported in CPQ.
Answer: A) They store configuration data (like discount thresholds, rule parameters) that can be referenced in Apex or Price Rules for flexibility without code changes.
Explanation: Promotes maintainability and configurability.
Explain the role of Contracted Pricing in Salesforce CPQ.
A) Contracted Pricing applies specific prices or discounts based on customer contracts and overrides standard price books during quoting.
B) Contracted Pricing applies only to services.
C) Contracted Pricing applies only after approval.
D) Contracted Pricing is not supported.
Answer: A) Contracted Pricing applies specific prices or discounts based on customer contracts and overrides standard price books during quoting.
Explanation: Ensures compliance with negotiated pricing agreements.
What is the importance of Salesforce CPQ Package Versions during deployment?
A) Package Versions ensure compatibility and proper upgrade sequencing when deploying CPQ configurations across environments.
B) They control quote templates only.
C) They are irrelevant during deployment.
D) They apply discounts.
Answer: A) Package Versions ensure compatibility and proper upgrade sequencing when deploying CPQ configurations across
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