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Salesforce CPQ Data Model

Updated:

February 15, 2024

⏱️ 2 minutes

Salesforce CPQ (Configure, Price, Quote) empowers businesses to manage the entire sales process accurately and efficiently, from product selection and pricing to quoting and contracts. In this blog, we’ll embark on the core components of the Salesforce CPQ data model, understanding how products, pricing, quotes, and contracts are interconnected.

Salesforce CPQ Data Model

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Methods for Importing Data in Salesforce CPQ

Data in Salesforce CPQ can be imported through various methods. Insert, upsert, and update operations can be performed while importing records.
Salesforce provides three tools/methods to make importing data into Salesforce easier.

Tool	Number of Records (Import/Export)	Import/Export	Additional Information
Data Import Wizard	Up to 50,000 records	Import	Data Import Wizard is accessible through the setup. Data import for standard objects – accounts, contacts, leads, solutions, campaign members, and custom object.
Data Loader	Up to 5 million records	Import and Export	A client application to bulk import and export data in Salesforce. It can be operated through the user interface or command line.
Dataloader.io	Varies by plan	Import and Export	A cloud-based tool powered by MuleSoft. Import, export, and delete data from Salesforce.

Use Case

The administrator at Sun Solar wants to update Opportunity records from an external database into Salesforce; 36,000 records need to be inserted. Which data import tool will allow the administrator to create these records?

Solution: Data Loader

Reason: Even though the records are less than 50,000, “Data Import Wizard” cannot be used in this scenario as the tool does not allow the import of opportunity data. However, the administrator can import opportunity data into Salesforce using Data Loader.

Conclusion

Whether you’re integrating vast amounts of product data, updating pricing structures, or ensuring your quotes are accurate and up-to-date, the tools and strategies discussed here provide a solid foundation for efficient data management.

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