CPQ adds quoting complexity to Sales Cloud; testing is detailed.
Test areas:
- Product configuration: bundles, options, dependent products.
- Pricing: tiered, contracted, dynamic.
- Discount approvals: workflow gates non-standard discounts.
- Quote document generation: PDF rendering.
- Quote-to-Order: data flow.
- Subscriptions: renewal, amendment.
- Multi-currency: conversions correct.
Test scenarios:
- Standard quote: simple product.
- Bundle quote: configurable products.
- Discount within threshold: auto-approved.
- Discount over threshold: routed for approval.
- Renewal: existing subscription becomes opportunity.
- Amendment: mid-term changes.
Approach:
- Apex unit tests for CPQ calculations.
- UI testing for quote configuration flow.
- PDF verification — content correct.
- End-to-end: quote → order → fulfilment.
Common pitfalls:
- Calculations: complex, easy to break.
- Approval routing: many paths.
- Currency conversion: edge cases.
Senior insight: CPQ is calculation-heavy; tests are critical. Bugs cost money directly.