salesforce steelbrick cpq interview questions

Salesforce CPQ Intermediate Interview Questions
  • Define the term Object in Salesforce? What are the different types of objects and tasks that the user can do using the objects? …
  • Define the term Profile in Salesforce? Does Salesforce provide an option for two users to use the same profile? …
  • Define the term.

Q What are Product Rules in Salesforce CPQ?

Product Rules in Salesforce CPQ ensures that the correct Product is displayed to the user. There are four kinds of Product Rules:

  • Validation Rules – Confirms that a quote’s product combinations or quote line field values match predetermined conditions
  • Selection Rules – Automatically adds, removes, hides, enables, or disables options in a bundle
  • Filter Rules – Prefilters the products available to add to a bundle
  • Alert Rules – Guides and informs through messages during configuration or pricing
  • salesforce steelbrick cpq interview questions

    Q What are Price Rules in Salesforce CPQ?

    Price rules in Salesforce CPQ automate price calculations and update the quote line fields. Price Rules contain price conditions to calculate accurate price during the Quoting process.

    Price rules inject a static value, field value, or summary variable into a quote or quote line field. For example, create a price rule so that the quantity of maintenance kits in your quote is always twice the quantity of that quote’s printers. When a customer changes the printer quantity and saves the quote, Salesforce CPQ activates the price rule and updates the maintenance kit quantity.

    Price rules can target the configurator or the quote line editor’s calculator. If you target the calculator, you can set the Calculator Evaluation Event field to apply the price rule:

  • Before calculation
  • After calculation
  • During calculation
  • Or during any combination of the above three
  • Q What are Product Bundles in Salesforce CPQ?

    Product bundles are products with optional features or components that you want to include on a single quote line.

    A bundle product contains several records.

  • A bundle parent: The parent product is the bundle itself.
  • Options: These products in the bundle contribute to the bundle price. You can consider these children of the bundle parent. An option doesn’t contribute to the bundle price if you select its Bundled checkbox.
  • Features: A feature is a group of options. You can use the Min Options and Max Options fields to define selection restrictions for objects in the same feature, such as “pick one or more” or “pick 3 of 5.”
  • Option constraints: Use constraints to control how users select options together.
  • Configuration attribute: A field and picklist shown above or below the list of product options. This field targets all options containing the same field and applies its value to all those fields.
  • First, choose a product to represent your parent, and at least one product to represent a bundle option. After you create your options, features, and constraints, associate them to the parent via related lists on the parent product record.

    Ans: Yes, Salesforce CPQ does have a DocuSign eSignature process for creating and getting sign-offs on quotes. We can add e-signature in the Salesforce CPQ quote template. The documents can then be sent to the quote’s recipients, including automatic reminders. Salesforce CPQ provides an electronic signature app through which the recipients can review and sign the documents.

    Ans: A quote template is a predetermined formatting element that has an arrangement of quote data. Like any other email template, the quote template contains the design, content, and layout of your generated quote documents. The content like Expiration Date will be dynamic in the template. Fields like company name, address, and logo will be static fields.

    Ans: The Salesforce CPQ helps with the quoting process in a smooth way. We can automate contract amendments, usage pricing, and renewals. It provides a single view of customers’ assets in a dashboard. It provides easy to navigate complex product catalogs. It also provides several customized or preconfigured bundles to create effective customer solutions.

    Ans: An order in Salesforce CPQ can be created from a primary quote. Once an order is created from a primary quote, the primary quote cannot be edited. When a CPQ quote is ordered, the products inherit the list price, unit price, and total price fields from the originating quote lines.

    Ans: The search filters in Salesforce CPQ are used by sales reps to filter the products that are available for selection based on certain attributes. An organization can have several items in the product catalog, which makes the product catalog lengthy. It makes it difficult for the sales reps to go through the list and their desired item. The search filters help them narrow down the product search.

    FAQ

    Is Salesforce a CPQ SteelBrick?

    Salesforce CPQ Interview Questions and Answers for Experienced:
    • Explain Audit Trail in Salesforce. …
    • What is Product Hierarchy? …
    • Explain QTC. …
    • How do we need to follow the Product Validation Rules? …
    • How can we be benefited if we use Lookup Queries? …
    • How do you use price actions in Salesforce CPQ?

    What is product rule in Salesforce CPQ?

    SteelBrick is a vendor that offers configure-price-quote (CPQ) functionality. Essentially what that means is that it allows organizations to offer highly customized pricing and quoting to different customers.

    What is Salesforce CPQ full form?

    When Salesforce CPQ processes a product rule, it tests all the rule’s error conditions and evaluates whether they’re true or false. It then considers the rule’s Conditions Met field when evaluating whether to fire an action. You can set Conditions Met so that the rule fires when: All error conditions are true.

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