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Product and Bundle Configuration
What are the different types of products available in Salesforce CPQ?
How do you set up a configuration attribute?
How do you set up a global attribute?
How do you configure a product to be a percentage of the total price of other products?
How to create a product code field that is dynamic based on the option chosen in a bundle?
You have a bundle with 3 optional products. How do you ensure that at least one of them is selected before proceeding to the quote?
Quote and Pricing
What is the Quote Line Calculator, and how does it work?
How can you set up Salesforce CPQ so that the price is equal to the product quantity?
How do you handle proration for products with different contract durations? If product is for 24 months price should be different how to do that?
How do you set up multiple pricebooks and handle multiple currencies in Salesforce CPQ?
What is a discount schedule, and how do you apply it?
When multiple price rules are present, what challenges might arise, and how would you solve an issue where the quote line is not showing the expected price?
How do you configure CPQ Quote templates, and how can they be shared with other users?
How do you use a watermark on a Quote Template, and how is it configured?
What are the different types of discounting available in Salesforce CPQ, and how are they applied?
Suppose product quantity is 100 and then price should be 100. If product quantity is 200 then price should be 200. Whatever quantity we put should be price in quote line. How can we do this?
Consider we have two custom pricebook, multiple products and 2 currencies how we will setup in Salesforce? What objects will be load first? How many entry you will make in pricebook for products if there are 2 currencies?
A customer is eligible for a special discount if they purchase more than 50 units of a product. How do you set this up in Salesforce CPQ?
A customer is purchasing in bulk and is eligible for tiered pricing. How do you set up Salesforce CPQ to handle this?
Amendments and Renewals
How do amendments work in Salesforce CPQ, and what is the difference between amendments on contracts vs. opportunities?
How can you automate the creation of renewal opportunities?
What are the different amendment scenarios in Salesforce CPQ, such as cancellation, partial cancellation, product swap, and co-terminating? Explain in detail
Can you explain the process of co-termination in Salesforce CPQ?
Can we change discount on the amendment line? Consider I have one new business quote where we added 20% discount. Earlier it was 100 quantity and now we change to 200 quantity so now we want to put discount to 25% can we change the discount using amendment?
A customer wants to renew their contract but replace one of the products with a newer version of product. How do you handle this amendment?
If a contract has 3 amendments, how does this affect the versioning of the contract and what information is retained from each amendment?
Guided Selling and User Interface
How do you set up guided selling, and what objects are involved in guided selling?
If there are 3 different industries and each industry has a different set of recommended products, how many guided selling configurations do you need?
Debugging and Troubleshooting
Is there any way to debug product rules without activating or deactivating them?
What are the possible reasons for a product not appearing in the quote line?
If there are 10 active price rules in the system, how do you determine which one is causing an issue with the quote pricing?
Quote to Cash Process
Can you explain the whole structure from quote to invoice and quote to cash?
What is payment and invoice in the context of Salesforce CPQ?
A customer has accepted a quote. What are the next steps in the quote-to-cash process?
If a quote has 5 products and each product has a different payment term, how does this affect the invoice generation?
Price Rules and Conditions
Can you elaborate on price rules in Salesforce CPQ?
What is a filter formula in price condition, and how is it used?
What are some important considerations when working with price rules?
A customer qualifies for a buy-one-get-one-free promotion. How do you set this up in Salesforce CPQ?
Advanced Configuration and Customization
What is the difference between the configurator and calculator in Salesforce CPQ?
What is a summary variable, and how is it used?
What is a twin field, and how is it used?
Promotional Pricing Scenario:
Promotional Pricing for Bundled Products: A customer has a bundle of promotional sets (TV + Internet). How do you set up promotional pricing for the first month and subsequent months when the subscription is for 2 years?
If we have a bundled product with 10 subscription product and bundle product is asset product so basically there is opportunity of 11 products. Now we want to create asset and subscription. How will you create and how will you relate data in contract and subscription?
If a bundle has 5 nested bundles, how does this complexity affect the quote configuration and pricing calculation?
DocuSign in CPQ
Can we generate a different table like we have quote line from 4 different family so in this case do we need to create 4 different tables or 1 table is enough and it will show dynamically in DocuSign?
If the quote has 4 sections and each section needs to be signed by a different person, how do you set this up in DocuSign?
You need to send a quote for electronic signature using DocuSign. How do you integrate and configure this in Salesforce CPQ?
Data Migration and Integration
Can you share your experience in migrating Salesforce CPQ data from one org to another? What objects need to be migrated first?
How will you maintain relationships between price rules, conditions, and actions during data migration, given that IDs will change?
migration tools have you used for migrating CPQ data?
Contracts, Assets, and Subscriptions
What is the relationship between contract, asset, and subscription in Salesforce CPQ?
How do you create assets and subscriptions for bundled products, and how do you relate data in contracts and subscriptions?
Reporting and Analytics
You need to create a report that shows the total revenue generated from renewals. How do you set this up in Salesforce CPQ?
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