Tag Archives: data deployment

The best data loader for Salesforce represented by neon arrows traveling at high speed

The Best Data Loader for Salesforce

The #1 Alternative to the Data Loader Download and the Data Loader CLI!

Are you looking for the best data loader for Salesforce? Watch this video to see that Prodly DevOps, the leading automated data loader for Salesforce, can save you hours of work and tons of frustration. Then read the blog to learn why Prodly DevOps is the fastest and best tool for loading data into Salesforce orgs.

Why Prodly Is the Fastest and Best Data Loader for Salesforce

As you saw in the video, Prodly DevOps provides an automated data loader that lets you effortlessly migrate data between orgs—with just a few clicks!

Prodly DevOps: Data Loading Made Easy

Prodly DevOps is the #1 data loader for Salesforce. It has an intuitive user interface that’s easy to navigate for everyone on your team, including admins, business users, release managers, developers, and architects. 

You can use it with either your production environment or a VCS as a source of truth. Moreover, because it doesn’t involve exporting any data to CSV files, it’s far more secure and reliable than manual data loading. 

On top of that, Prodly DevOps is 100 percent automated for the entire data schema. That means you only have to select the data set associated with what you want to move once. Prodly automatically moves all related objects for you—without you having to do a thing!

The best data loader for Salesforce represented by neon arrows traveling at high speed

Automated Dataloader Features

Prodly offers automatic duplicate resolution; reusable deployment plans; search, filter, and mass select; dependency management; data masking and partial deployments. It also provides the ability to schedule deployments. You can easily adjust it to each specific data migration on the fly without running into any issues that cause delays and missed deadlines. 

You never have to create or manage external ID fields, manually deactivate automations and validations, or use VLOOKUPs again.

In short—with Prodly DevOps, you can say goodbye to busy work, as well as hours spent resolving errors and maintaining CLI scripts. Instead, you breeze through every deployment in just a couple of minutes—without ever having to worry about data security or lost productivity!

Data Loader Can Cost Time and Resources

A manual dataloader isn’t particularly user friendly. It involves an often time-consuming, painstaking process. This is especially problematic when it comes to bulk data uploads and complex data models like Salesforce CPQ Price Rules and related objects. 

For admins, using Data Loader declaratively requires quite a few steps. You have to export the data from the source environment to a CSV, run VLOOKUps, map the IDs, and import the data into the destination org. The individual objects have to be loaded into the destination org one by one. And if you get an error, how do you know what you’ve mapped incorrectly—or how to fix it?

Depending on the volume and complexity of the data you’re working with, this manual process can take hours—or even days.

For developers using the Data Loader CLI, the most time-consuming aspect is that you have to maintain the CLI scripts to keep them up to date. If you don’t, you’ll likely run into issues that slow the development process down.

Final Thoughts on the Best Salesforce Data Loader

Because Data Loader is included with Salesforce, it’s an economical and viable solution when you’re migrating relatively small amounts of data without a lot of dependencies. 

However, when it comes to bigger jobs with more complex data models, you need a cost-effective, fast, secure, and user-friendly data loader—Prodly DevOps. Because with Prodly’s automated data loader, you can skyrocket your data migration process, increase your productivity, and enhance your velocity.

FAQs

What is an automated data loader?

An automated data loader is a tool that uses automation to migrate data between environments. It minimizes manual work and human error when you set up a development environment, sync environments, or promote data up the release pipeline. Learn more about automation for data loading.

What are the benefits of using an automated data loader?

Using an automated dataloader offers several distincts advantages. Pre-built templates drastically reduce the amount of time and effort required for migrating data between orgs. In addition, moving data with automation results in fewer errors, which further reduces the time involved with data loading in Salesforce. In short, using an automated data loader can significantly enhance your productivity and velocity.

Diverse Salesforce team learning how to do CI/CD without version control

How to Do CI/CD Without Version Control

You Don’t Always Need Git for Salesforce DevOps!

If you aren’t yet ready for source-driven development in Salesforce, it’s possible to do continuous integration and continuous delivery, or CI/CD, without version control. We’ll discuss how to do this and why you might want to. We’ll also explain that you can also find your own balance between no automation and source-driven development.

How to Do CI/CD Without a VCS in Salesforce

Diverse Salesforce team learning how to do CI/CD without version control

Although many developer-centric Salesforce teams are accustomed to using a version control system (VCS) for CI/CD, it’s not an absolute must-have. You can still achieve the benefits of CI/CD in Salesforce without Git.

Continuous Integration With Sandbox Management

To establish continuous integration in Salesforce without version control, start with a best-in-class sandbox management strategy to keep your orgs clean. Then, during the development process, you continually sync configuration changes that have passed integration testing into your developer environments. You do this by pinpointing the changes within the configurations in your integration environment and pushing them back to your Developer sandboxes and scratch orgs. 

This ensures your lower-level dev environments are always up to date, which in turn minimizes the chances of bugs and release delays. 

With a solution like Prodly Sandbox Management, you can easily manage data and metadata across every environment in your release path without using a Git repository. This is especially helpful for admins and other low-code/no-code users.

Continuous Delivery With Automated Deployments

Now you have up-to-date developer orgs, it’s time to automate deployments to ensure continuous delivery. The benefits of automating deployments include speed, accuracy, a reduced workload, and a whole lot less frustration.  

Using Prodly DevOps, you can bypass data loaders and change sets, and instead, deploy your changes automatically. Prodly DevOps provides easy diff-viewing and pre-built automations for a large number of Salesforce apps, including Salesforce CPQ, Conga Composer, FinancialForce, and more. 

What’s more: You can even schedule deployments so they occur after hours, when they won’t disrupt your business users.

Why Do CI/CD Without Source Control?

One reason to do CI/CD without Git in Salesforce DevOps is that a source-driven development process takes time and effort to set up. You’ll also have to organize training and enablement on a completely new process for your team. Additionally, you have to use the exact same release path every time, which can compromise your agility, especially when it comes to small fixes.

The initial overhead of implementing source-driven development combined with the loss of flexibility often outweighs the benefits gained. Because of this, smaller teams rarely find the upfront investment of setting up a version control system for Salesforce DevOps worth the return.

Find the Right Balance Between No Automation and Source-Driven Development

When it comes to deciding between no automation for release management and source-driven development, it’s important to realize that the Goldilocks principle applies. This means that there’s no predetermined “right” or “wrong” balance between the two. What works for your Salesforce instance might be completely different from what works for another company. 

For example, let’s say you can achieve 90 percent of the efficiency gains of CI/CD with automated deployments. If you add version control, it might give you the other 10 percent—but it would likely require an inordinate amount of effort to set it up. In other words, it’s important to weigh the pros and cons of using a VCS and decide on a course of action that will yield the greatest ROI for your specific company.

CI/CD With Prodly DevOps

Although source-driven development offers additional automation for Salesforce DevOps, you can achieve comparable results using Prodly DevOps.

Interested in learning more? Request a demo today!

FAQs

What is a VCS?

A version control system or VCS is a tool that makes tracking and managing changes to code and configuration easier. By using a VCS, you can ensure you’re always working on the latest version of the configuration. Learn more about version control for Salesforce. 

 

What are the most popular version control systems for Salesforce DevOps?

The most popular version control systems for Salesforce DevOps include GitHub, Bitbucket, Azure, and GitLab.

 

What is continuous integration for Salesforce?

Continuous integration for Salesforce is the practice of keeping Salesforce development environments in sync with production. It also involves syncing in-flight development work to identify and fix integration issues as early as possible in the development cycle. 

In a best-in-class Salesforce development process, changes to data and metadata are continuously integrated across parallel development paths. This way, everyone’s working against the most current configuration of Salesforce.

 

What is continuous delivery for Salesforce?

Continuous delivery for Salesforce is the practice of automating the delivery of changes to end users in production. A best-in-class Salesforce development process involves making and testing changes in a development environment, i.e. a Developer sandbox or scratch org.

After you’ve approved the changes, you use automation to deploy them through a release path of increasingly production-like orgs. These can include integration, UAT, and staging phases. The ultimate goal is to deliver thoroughly tested work to end-users. 

By using automation, continuous delivery for Salesforce accelerates the release cycle and reduces the risk of deployment errors.

An photo of a train in scenic surroundings as a metaphor for the automated Kaptio deployments of Prodly DevOps

How to Run a Kaptio Deployment

In this blog, we teach you how to run a Kaptio deployment using Prodly’s automation templates or data sets. This process is much more accurate than manually deploying config data with a Salesforce data loader. Automation takes 80 percent less time, which boosts your productivity significantly!

Automate Kaptio Deployments

Prodly DevOps provides automated deployment templates for the entire Kaptio data model. That means you can now perform accurate and successful Kaptio deployments in minutes instead of days! 


Here’s how to run a Kaptio deployment in three steps with Prodly DevOps:

  1. Select the source and destination environments.
  2. Select the template you want to use to deploy your Kaptio object, i.e. Business Unit, Package, Agreement, Itinerary Data, etc.
  3. Deploy.

Check out how quick and easy it is in this video:

FAQs

What is Kaptio?

Kaptio Travel Platform is an end-to-end enterprise travel CRM built on the Salesforce platform. It allows travel providers to handle reservations, contracts, operations, and their distribution management system all from a single pane of glass.

Why are Kaptio deployments with Data Loader so difficult?

Kaptio deployments are so difficult because the Kaptio data model consists of complex configuration data, like Salesforce CPQ. As such, there are many object relationships that need to be taken into account in every deployment. When you use Data Loader, you have to map all these relationships out manually, one-by-one, to make sure the deployment is successful. This is tedious and time-consuming work that’s prone to error and often results in hours of rework.

An image of a finger pointing at a world map on a hologram screen that represents Enterprise Territory Management in Salesforce.

How to Automate Enterprise Territory Management Deployments

In this blog, I’ll explain how you can use automation to quickly and easily deploy Enterprise Territory Management changes. Plus, I’ll discuss how to schedule your Enterprise Territory Management deployments—so you can enjoy your New Year’s Eve with your family and friends! 

Automatically Deploy Enterprise Territory Management Updates

Manually deploying changes in Salesforce Enterprise Territory Management is a complex, time-consuming process. Why? Because some components are metadata, while other components are built with complex relational record data—also referred to as configuration data. 

In contrast, with Prodly DevOps, you can promote your changes quickly and effortlessly—no matter whether they’re metadata or record data. What’s more: You can do it all in one go in our user-friendly “clicks, not code” UI.

For example, let’s say your sales team is expanding and your CRO has asked you to model various ways to divide sales territories to create equitable opportunities for everyone. Enterprise Territory Management makes it easy to set up and test sales territories, so you’ve built several territory models with territory account assignment rules in your sandbox. Now you want to deploy these new territory models to production.

Prodly DevOps lets you do this quickly and easily using an automated guided deployment. Watch this video to see how easy it is: 

Here’s how to automatically deploy Enterprise Territory Management updates in just a few easy steps:

  1. In the Prodly DevOps UI, navigate to the Guided Deployment page.
  2. Select your source and destination environments.
  3. Select the metadata you want to deploy. Prodly highlights the differences between your environments and shows you exactly what’s changed to help you get it right the first time. 
  4. Select the data you want to deploy by choosing the Enterprise Territory Management data set from Prodly. A data set is a pre-built automation that identifies which data to move.
  5. Optionally, select Temporarily Deactivate Events to automatically deactivate and reactivate all available platform automation during deployment.
  6. Click Deploy.

How to Schedule an Enterprise Territory Management Deployment in 3 Steps

Because sales territory alignment is a common end-of-year activity, making updates to Enterprise Territory Management often requires a release manager or advanced admin to sacrifice their New Year’s Eve. 

But it doesn’t have to be this way! With Prodly DevOps, you can schedule Prodly DevOps deployments so you don’t have to work after hours. And that way, you get your New Year’s Eve back.

To schedule automatic deployments in Enterprise Territory Management, all you need are the IDs of the data set, source environment, and destination environment. After you’ve gathered this information, perform these three steps:

  1. Open the Developer Console.
  2. Navigate to Debug > Open Execute Anonymous Window.
  3. Copy and paste the code on this page using your IDs:
Code for scheduling an Enterprise Territory Management deployment.

Now, you can choose the exact time you want to push the updates to production. That means you can schedule the deployment for 5pm on December 31st—after everyone has stopped working—and go enjoy your New Year’s Eve. Then when you, your RevOps team, and your sales team get back to work in the new year, your new territories are all set and ready to go!

Discover How Prodly DevOps Can Benefit Your Business

Just imagine the peace of mind you can get by automating your deployments—not to mention the added convenience of being able to schedule them. Discover how your business can benefit from Prodly DevOps—request a personalized demo!

FAQs

Why is it so difficult to deploy record data from multiple objects in Salesforce?

Salesforce doesn’t have a tool for deploying related record data all at once. When you’re dealing with a lot of complex relational record data, it can take hours to map objects—even longer if you make mistakes and have to start over.

How can I deploy reference data in Salesforce faster and more accurately?

With the automation provided by Prodly DevOps, you can select pre-built data sets and deploy them from one environment to another 66 percent faster than other solutions. Plus, you can ramp up productivity by 80 percent!

An vector diagram depicting running a Salesforce CPQ deployment

How to Run a Salesforce CPQ Deployment

Learn how to easily run a Salesforce CPQ deployment using Prodly’s automation templates. Deploy CPQ records in 80 percent less time than manual deployment—while simultaneously eliminating errors.

Automate Salesforce CPQ Deployments

Few of us get excited about tedious manual labor. That’s why Prodly created the first DevOps tool for Salesforce CPQ to automate what is otherwise hours of manual, error-prone work. 

Here’s how to easily run a Salesforce CPQ deployment with Prodly’s automation:

  1. Select where the ready-to-go changes are and where they need to go—whether that’s the next org in your release path or a branch in your repository.
  2. Select whether all of CPQ needs to be deployed or just a part of CPQ (i.e. all Price Rules or a new Product)
  3. Deploy.

Prodly’s Salesforce CPQ Automation Features

Proven Templates for the Entire CPQ Configuration Data Model

Prodly DevOps comes with data set templates—think prebuilt automations—that capture the entirety of the Salesforce CPQ configuration data model. That means you can be up and running in no time. Our templates have been battle tested on over 55 million CPQ deployments.

All you have to do is make your CPQ changes in your development org, select the appropriate template—and Prodly DevOps does the rest for you. It knows all the parent-child relationships and selects them automatically for deployment. You can even deploy the entire CPQ configuration in one click using our automation templates.

Customize Data Set Templates

If you like, you can even customize data set templates to add additional relationships with configuration data.

By going deeper into the data set templates, you can get really granular as to what you want to deploy and what not. Then you can preview the deployment to make sure it has everything you need in it—and nothing else.

Temporarily Deactivate Platform Events in Salesforce

Many of our customers say their favorite feature in Prodly DevOps is the ability to temporarily deactivate—and, importantly, reactivate—platform events and automations like Validation Rules and Flows during a deployment.

While great for running your business and maintaining data hygiene in your org, these events can cause unnecessary and frustrating deployment errors during the development process. Prodly DevOps automatically reactivates the events when the deployment is completed.

Prodly’s ability to automate this during a deployment saves you heaps of time compared to manually turning events on and off. Plus, it ensures you don’t overlook an event—which could have serious consequences.

For example, if you forget to reactivate a Validation Rule, it could result in bad data being entered into the system. Or if you forget to reactivate a Flow, it could mean that a critical part of a business workflow doesn’t get executed.

Progress Report

Prodly DevOps shows you in the UI how the deployment is progressing, and it sends you an email notification when it’s complete. That way, you don’t have to keep an eye on it yourself.

Audit History

Does governance and SOX compliance keep you or your management up at night? Prodly DevOps provides automatic change tracking that provides an audit report of every change. This easily-generated audit report includes who made what changes, when, and why—and it can easily be sent, too. Your next SOX audit will fly by.

Promoting CPQ Configuration Data Changes Without Prodly

Without automation, deploying a change to your product catalog or other configuration data in Salesforce CPQ can be a complicated, painstaking, and time-consuming process.

For every root object, you have to migrate all the related objects–so both the parent and child objects—to ensure the configuration changed works when it is deployed to production.

Let’s say you’ve made changes to your Product object, which has dozens of parent and child relationships.

When you have to move the newly-configured Product records from your Developer sandbox or scratch org to integration, you also have to move related records in all those parent and child objects. And because Salesforce record IDs change between environments, you’ll need to map IDs to maintain those relationships.

Manually.

For every single record. One object at a time.

Then you have to do it again when you move the changes to UAT. Manually. For every single record. One object at a time.

And again when you move them to staging.

And again when you promote them to production.

How long does this take? Hours, if not longer. Oh, and that’s assuming everything went according to plan and there weren’t any errors that required a do over.

The Market-Leading Salesforce CPQ DevOps Tool

See how easy it is to run a Salesforce CPQ deployment with Prodly DevOps compared to without?

Prodly is truly the best-in-class DevOps tool to enhance the benefits of Salesforce CPQ, and it offers even more brilliant features than described above! Our state-of-the-art platform includes work management integration, version control, effortless work deployment, and easy compliance. 

Getting up and running is a breeze—and super fast. Plus, if you have any questions at all, our support team is rated one of the best in the industry.

Discover how Prodly DevOps can streamline your Salesforce CPQ instance and accelerate your digital transformation!

Streamline Salesforce CPQ deployment

Prodly Boosts Salesforce CPQ Data Deployment

In this blog, we explain how Prodly accelerates your Salesforce CPQ data deployments.

Boost Salesforce CPQ 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.

Streamline Salesforce CPQ deployment

Its Algorithms Are Optimized for Salesforce CPQ Data Migration

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.

It Provides Full Support for Any User From Start to Finish

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.

It Knows Which Records to Insert and Which to Upsert

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.

It Offers Superior Functionality for Every User Without Compromising Ease of Use

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.

It Offers Peace of Mind During Development From Start to Finish

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.

When to Choose Prodly for Salesforce CPQ Deployments

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 problem with Salesforce CPQ configuration data deployment

The Problem With CPQ Configuration Data

In this blog, we’ll examine the issue with deploying Salesforce configuration data and discuss why deploying metadata is easier. We’ll explain why Salesforce managed packages use configuration data in the first place—plus, we’ll mention how to streamline Salesforce CPQ configuration data deployment.

The problem with Salesforce CPQ configuration data deployment

The Issue With Deploying Configuration Data in Salesforce

Configuration data, or reference data, achieves a specific functionality in a Salesforce app. It’s like metadata in that it describes how the system behaves. However, it’s stored as transactional data in Salesforce’s databases. 

Because Salesforce doesn’t have tools to manage reference data, it’s critical for Salesforce CPQ users to understand why it exists and how it works.

It becomes particularly challenging when you need to promote many changes with complex relational data from a sandbox to production. You can’t use change sets, because they only work for actual metadata types.

You can use Data Loader–but that can be a laborious, lengthy, and painstaking process. Especially when you have a high volume of complex relational data, like in Salesforce CPQ, you can spend hours mapping objects. And that’s before mistakes and do-overs.

Why Is Migrating Metadata Easier?

In Salesforce, metadata is native to the platform. Salesforce can create new types of metadata when needed and has hundreds of types of metadata to power its applications.

For example, Salesforce created Einstein bots—with dialog as a new custom metadata type within the platform. 

Once the dialog was added as a metadata type, customers could develop their own bots in a sandbox. Then they could define the bots’ interactions with end-users based on the dialog metadata provided. 

Now, when they wanted to deploy those bots from a sandbox to production, they could simply use change sets. Why? Because the metadata types are already included in org migration tools that the platform provides. 

Why Does Salesforce CPQ Use Configuration Data?

If deploying metadata is relatively easy, why do some Salesforce apps use configuration data?

The answer is simple. Many apps are made by Salesforce App Partners (otherwise known as ISVs) who don’t have the ability to create new types of metadata. So when they want to specify behaviors in their applications, they need a solution. That’s where configuration data comes in.

Configuration data are records that serve as the code used by managed packages to produce some type of application behavior for applications built on Salesforce. 

For example, Salesforce CPQ is an AppExchange product originally created by Salesforce App Partner, Steelbrick. Even after Salesforce acquired Steelbrick, you still need to install the CPQ managed packages in your org to gain access to its many powerful features and functionalities.

One of these functionalities is Price Rules—conditions and actions that update prices. However, when Steelbrick developed Price Rules, it wasn’t an option to create a new type of metadata like with our Einstein dialog example. So they needed a different solution. 

Instead, they developed Price Rules as a custom Object made with configuration data. 

However, when you, the user, make changes to Price Rules, you can’t use change sets to promote those changes to production. Because they’re configuration data, you need to promote them as data.

Read Prodly Accelerates Salesforce CPQ Data Deployment to discover how to do this quickly and easily. 

Skyrocket salesforce data deployment with Prodly AppOps

Skyrocket Salesforce Data Deployment With Prodly

Discover a Better Alternative to the Salesforce Status Quo

Skyrocket salesforce data deployment with Prodly AppOps

Salesforce is a comprehensive platform to manage your marketing, sales, and customer support processes. But when it comes to change management, traditional Salesforce data deployment tools have their drawbacks. And those drawbacks can threaten your business progress. 

Perhaps you’re thinking, “But we’ve always done it this way. Why should we change?” The answer is simple: To streamline and ramp up your change management process.

Current Salesforce Data Deployment Tools Are Problematic

Just think about it: How many times have you had to delay adding a new feature or flow due to issues with Data Loader or change sets? These tools might be free, but they’re also labor intensive, error prone, and time consuming. So if you want to use them for a time-sensitive project, you’ll need to add headcount to meet your deadline. 

Of course, developers are known for their ingenuity, and many write their own scripts for promoting data through the release chain. This can certainly save them hours on an individual data migration project. 

But the time investment needed to initially write the script and subsequently maintain it can be considerable—and take them away from their core work. Not to mention, every script is unique. That can create problems when syncing all the changes in a shared sandbox, leading to hours of troubleshooting. Is this really the best use of developers’ time?

Alternatively, you can use a Full Copy sandbox to recreate your production org. However, that’s often cost prohibitive. Plus, a Full Copy sandbox doesn’t refresh frequently enough to be an actual reproduction of your production environment. The resulting data degradation can even have a negative effect on the project.

The final option is to outsource your projects—but that’s expensive. Moreover, contractors don’t have the knowledge of your business that your own team has. This can result in errors and delays. On top of that, if you need to change or fix something after the contractor has delivered the work, it can rack up additional costs. 

Accelerate Salesforce Data Deployment With Prodly

Fortunately, there’s a better way to do things. Our low-code Prodly DevOps suite automates Salesforce data deployment while maintaining complex relationships. Thanks to its top-notch automation, it offers significant time savings.

In fact, it reduces data migration time by 85 percent and is 12 times faster than change sets. On top of that, it eliminates the need to write and maintain custom scripts. This results in significantly faster, 100% accurate release processes that can be managed by both declarative and programmatic users. 

Our solution lets you rapidly move data up and down the pipeline, as well as to parallel orgs. You can use either the production environment or a VCS as the source of truth. 

For metadata deployments, Prodly provides automatic duplicate prevention. It also provides versioning and conflict resolution with a rollback feature.  

When it comes to metadata migration and deployments, the Prodly DevOps suite allows you to visually compare orgs. You can also leverage the subcomponent drill-down point-and-click feature.

Check out this table to see how Prodly outperforms Data Loader, change sets, and custom scripts.

Prodly AppOps vs change sets, dataloader, and custom scripts

Drive Your Business Forward with Prodly DevOps

With the powerful Salesforce data deployment tools Prodly provides, you can keep your projects on track and significantly ramp up velocity. 

You can save literally hundreds of employee hours on frustrating, headache-inducing manual labor—and let your team get right down to what they do best. As a value add, you can unburden your employees and increase their job satisfaction, which in turn improves retention. 

Combined, these factors will make your organization more agile—and help propel your business forward.  

Get in touch

Templates simplify Salesforce CPQ data deployment

Templates Simplify Salesforce CPQ Data Migration

Using templates can significantly simplify the data migration process in Salesforce CPQ. In this blog, we’ll discuss the challenges associated with remapping lookup relationships. We’ll also explain how Prodly makes this process easier, faster, and more accurate. 

Why You Need Pre-Made Data Set Templates

There are 45 Salesforce CPQ reference data objects. It’s fiendishly difficult to deploy them from staging to production. The biggest challenge is remapping the lookup relationships among records in the destination org. Going back and forth with a data loader and spreadsheet is extremely tedious.

Prodly is purpose-built to solve this issue. It automatically reestablishes the source record relationships in the destination org. But there are still other challenges to quick and easy CPQ Salesforce data migration.

It’s time consuming to build a data set that involves dozens of Salesforce CPQ reference data objects, even for an expert. The first time around, it can take two weeks to perfect a Prodly data set for Salesforce CPQ reference data migration. 

Templates simplify Salesforce CPQ data deployment

This is time that most implementation consultants and in-house Salesforce CPQ admins would much rather spend on other things.

Another issue is establishing external IDs for every object to support updating records without creating duplicates. Salesforce CPQ doesn’t come with external IDs. That means implementation teams have to add them themselves.

So what to do? How about using our new pre-configured Prodly data set templates? They’re specifically designed for Salesforce CPQ. You’ll save a ton of time and avoid errors.

Salesforce CPQ Data Migration Templates From Prodly

Prodly has developed a suite of 16 data set templates that cover every aspect of Salesforce CPQ’s reference data—all 45 objects. This was with the help of Gilles Muys, former head of professional services at SteelBrick, now VP of Customer Solutions at Simplus. In addition, it was with demo data provided by the Salesforce CPQ team.

These templates are available at no charge to any Prodly user.

You can easily access the templates from GitHub. You can also download them as a zip file from the Prodly Resources page on our website.

The templates use the standard JSON file format, and you can import them into Prodly with a few clicks. Once you’ve installed them, you’ll see that all the object relationships are preconfigured. Additionally, composite external IDs are assigned to every object.

We’ve also developed the Prodly Salesforce CPQ Data Migration Guide. This is a comprehensive document that provides a detailed explanation of how the data sets are configured.

For more details about the templates, request a personalized demo.