VP of Marketing
Hayley Coxon is the Vice President of Marketing and Revenue Operations for Prodly and accidental admin since 2010. You can find her on LinkedIn.
In this blog, we explain how Prodly accelerates your Salesforce CPQ data deployments.
With Prodly, you can quickly and easily deploy Salesforce CPQ data to production.
Created by the team that developed Salesforce CPQ, Prodly is the # 1 data migration tool for Salesforce. It streamlines the process of deploying Salesforce CPQ configuration data for seamless release management.
With Prodly, you can deploy changes 66 percent faster than other solutions. What’s more: You can ramp up productivity by an astounding 80 percent!
Prodly streamlines Salesforce CPQ deployments because it offers several distinct benefits for users.
We’ve been perfecting our data deployment algorithms since 2015. Although Prodly was originally developed as a tool to streamline Salesforce CPQ deployments, we’ve developed our tool so it can be used with any Salesforce application. It’s still our core focus and main product.
It’s also important to note that we’re the only company in this space that originally focused on data. Other companies began with metadata and have only recently started to build out their data capabilities. As such, Prodly’s data migration capabilities are much more advanced.
Prodly is extremely user-friendly. It’s easy to navigate for admins and revenue operations, yet robust enough for developers. It’s a “clicks, not code” tool with a powerful DX plugin that allows you to move all data within Salesforce, without limits.
Prodly offers fully automated data deployments, even for highly complex, Salesforce CPQ object models. It automatically determines the correct sequence for multi-object data loads. You don’t need any knowledge of CPQ schema, so everyone on your team can use the tool.
Prodly makes sure your data upserts correctly. Automatic record matching understands the relationships between your records and maintains them in the destination org. This prevents duplicates.
Recursive processing takes multiple passes through the data to make sure it updates with the correct information. Sometimes this requires the addition of a temporary value so the record can upsert. Later, Prodly goes back and updates the record to the real value.
For example, Price Rules of the type “Custom” require child conditions. So Prodly is smart enough to create Price Rule records in the default type and insert child condition records. Then it goes back and updates the Price Rule records to Custom.
With Lookup relationships and hardcoded IDs, Salesforce stores a record ID. This record ID changes in the destination org, which breaks the relationship between records. Prodly determines which record matches in the destination org and simply updates the IDs accordingly.
Prodly is completely reliable for Salesforce CPQ deployments. The Diagram View allows non-technical users to easily see what’s being moved. You control all settings down to the field level with a single click.
It provides pre-built templates that empower you as your needs mature. You can even customize the templates so they’re specifically geared towards your needs.
Prodly lets you securely move any data to any org within Salesforce. It provides one-click data masking, as well as automatic duplicate, override, and error prevention.
Prodly also offers easy Git integration for source control because it’s critical for commerce businesses to be SOX compliant, This helps you enhance your governance and release process with version control.
Prodly is best used when you need to migrate large volumes of highly complex relational data. This occurs frequently in Salesforce CPQ. Just consider how often you need to make changes to reflect factors like seasonal promotions, sales in new territories, etc. And then consider across how many different products or artifacts you need to make those changes.
Clearly, you need a powerful Salesforce CPQ deployment tool that lets you focus on making the changes to the data.
To see Prodly in action, request a personalized demo.
The gold standard for documenting SOX in Salesforce CPQ!
