Revenue cloud interview questions

 

🔹 General & Admin-Level Questions

1. What is Salesforce Revenue Cloud and how is it different from CPQ?

2. Explain the end-to-end Quote-to-Cash lifecycle in Revenue Cloud.

3. What are key objects involved in Salesforce CPQ and Billing?

4. What are the required permissions to work with CPQ and Billing modules?

5. How do you sync Quotes with Opportunities and Assets?

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🔹 CPQ-Specific Questions

6. What are Price Rules, and how do you use Lookup Queries in them?

7. What is the use of Summary Variables in CPQ?

8. Explain Product Rules: Validation, Selection, and Alert rules with examples.

9. How do you configure Bundles and Nested Bundles in CPQ?

10. What is Guided Selling? How can it be customized?

11. How do you create a custom Quote Template with dynamic terms and conditions?

12. What is the difference between Contracting and Quote Syncing?

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🔹 Billing-Specific Questions

13. How does Salesforce Billing handle invoice generation?

14. What are Billing Rules and how do you set up recurring billing schedules?

15. What are the key objects used in Billing (Invoice, Invoice Line, Payment)?

16. How do Credit Memos and Debit Memos work?

17. What is the difference between Usage-Based and Subscription-Based Billing?

18. What happens after an Order is activated in CPQ + Billing?

19. What’s the role of Payment Allocation and how is it tracked?

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🔹 Revenue Lifecycle Management (RLM) / Revenue Recognition

20. What is RLM in Revenue Cloud?

21. How are Performance Obligations (POBs) used in RLM?

22. How does Revenue Recognition work in Salesforce?

23. How do you configure Revenue Recognition Schedules and Templates?

24. How does RLM support ASC 606 or IFRS 15 compliance?

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🔹 Scenario-Based / Advanced

25. How would you design a custom discounting logic using Price Rules and Product Rules?

26. A quote’s price isn’t updating. What steps would you take to debug?

27. Explain how you'd set up a process to auto-renew subscriptions using automation.

28. How would you connect CPQ + Billing with an external tax engine or ERP system?

29. How do you manage amendments and renewals in an active contract scenario?

30. What would you do if invoice generation fails with the error: “Bill To Contact is required”?