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Hayley Coxon is the Vice President of Marketing and Revenue Operations for Prodly and accidental admin since 2010. You can find her on LinkedIn.
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.
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.
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.
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.