Salesforce CPQ Data Migration

Embark on a journey to master the complexities of Salesforce CPQ data migration with our essential guide. This blog provides a comprehensive overview of migrating CPQ data seamlessly within Salesforce, ensuring a smooth transition and integration of critical business processes. From identifying crucial object data for migration to the meticulous preparation of the destination org, we cover every aspect of the data migration journey, including:

• Key strategies for identifying and preparing data for migration, ensuring all necessary records and related information are included.
• Steps for creating and handling export files, including mapping and identifying mandatory fields for a successful migration.
• Guidance on making configuration adjustments to accommodate imported data, such as creating custom fields and modifying picklists.
• The optimal sequence for migrating data across various Salesforce objects, ensuring data integrity and system functionality.
• Best practices for validating migrated data through reports and troubleshooting tips to address any post-migration challenges.

Let’s get started!

Best Practices to Migrate CPQ Data

• Identify the object data that needs to be migrated. For example, do you only need Account records to be migrated, or the related contact information is also required?
• Create an export file for each object that needs to be migrated; mapping and identifying mandatory fields on objects are important.
• Make any configuration changes required to handle imported data. For example – create new custom fields, and add new values to the picklist.
• Identify the order in which the data must be migrated for different objects. For example, migrate Users first, followed by Accounts, and then Opportunities.
• Review and clean up data in the templates (export file).
• Prepare the destination org, and disable CPQ triggers before migrating records.
• Validate the data migrated using reports and review success and error files. Post- migration scripts can be run to resolve any issue.

Data Import Order

• User
• Account
• Contact
• Opportunity
• Case
• Task
• Event

Sequence for Migrating CPQ Product Data

• Products
• Standard Price Book Entries
• Custom Price Book Entries
• Product Features
• Product Options
• Configuration Attributes
• Any custom lookup object

Migrate Data from One Organization to Another

Key Considerations

• Matching metadata in the target organization should be established before proceeding with the migration activity. Metadata can be retrieved and deployed using tools such as Ant Migration.
• Sharing models to accommodate new users should be developed. For example, Ownership Rules, Criteria-based sharing rules provide record access.
• Customization related to the page layouts and record type of the new target org pre-migration.
• The source organization’s required data points and fields must be captured.
• It is part of the best practice to test the migration in the sandbox before importing data into the production instance.
• Validate the changes post-data migration.

Use Case

Sun Solar has recently migrated CPQ data into their Salesforce instance. The data migration process has been completed, but on editing quotes in the quote line editor, CPQ automation does not seem to be working. How can the CPQ specialist resolve this?

Solution: Enable the CPQ triggers post-data migration.

Reason: The first step to migrating data is deactivating CPQ triggers; the user should ensure triggers are re-enabled post-migration. In addition, users can run Salesforce CPQ post-install scripts to detect and fix any potential issues.

Conclusion

Successful migration not only demands a thorough understanding of the technical process but also a strategic approach to managing and validating data. The journey from identifying essential data to the final validation underscores the importance of meticulous planning and execution. 

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