Set of metadata that can be deployed to a Salesforce org to assist with Salesforce CPQ Data Migration by creating a unique Id on CPQ configuration data.
Consider using the Salesforce Data Loader SFDX Plugin to perform scripted configuration data migration.
Note: Triggers are not supported on PricebookEntries as of the Winter '22 release so external IDs need to be manually populated.
Install from the Latest Release page.
- Install in the orgs for which you will be migrating to and from
- If there is currently configuration data in your org, update all records for which you woud like external Ids present
- Retrieve your records from the source org (they will have external Ids now)
- Upsert your records to your target org using the external Ids. For relationships, use the relationship's external Id to form the relationship.
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AttributeSet
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BlockPrice
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ColumnMetadata
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ConfigurationAttribute
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ConfigurationRule
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ContractedPrice
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Cost
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CustomActionCondition
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CustomAction
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CustomScript
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Dimension
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DiscountCategory
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DiscountSchedule
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DiscountTier
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ErrorCondition
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FavoriteProduct
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FavoriteShare
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Favorite
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FieldSetMetadata
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ImportColumn
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ImportFormat
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LineColumn
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Localization
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LookupData
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LookupQuery
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OptionConstraint
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PriceAction
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PriceCondition
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PriceRule
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PricingGuidanceTier
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PricingGuidance
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ProcessInputCondition
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ProcessInput
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ProductAction
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ProductAttributeSet
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ProductAttribute
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ProductFeature
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ProductOption
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ProductRule
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QuoteProcess
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QuoteTemplate
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QuoteTerm
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RelatedContent
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SearchFilter
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SolutionGroup
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SummaryVariable
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TemplateContent
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TemplateSection
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TermCondition
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Theme
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UpgradeSource
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Product2
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Pricebook2