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Manage Your Quotes with CPQ
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            Legacy Data Upload for Salesforce CPQ

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            Legacy Data Upload for Salesforce CPQ

            Transform legacy data into CPQ objects to support renewals and amendments in a new or existing Salesforce CPQ implementation. Export your data and create a data import spreadsheet. In addition to legacy data migration, users often manually create on-demand records in the system. Migrated records with incorrect or missing CPQ data causes errors when renewing and amending contracts. You don’t realize there’s a problem until you begin to amend or renew a contract, so get that data imported correctly. Use the following guidelines for each object type to ensure that your data shape is accurate and formatted correctly, so the Salesforce Data Loader processes your imports successfully. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ and Salesforce Billing Editions

            Before you get started, note these requirements:

            • Legacy upload is only available for contract-based renewal methods.
            • See Salesforce CPQ has Removed Dependency on Quote Line Lookups for Assets and Subscriptions.
            • You must populate several fields on your Contracts, Subscriptions, and Assets. Create your contract records first. Then, create all top-level bundle or standalone assets and subscriptions. Finally, create the children of those assets and subscriptions.
            • All the subscribed assets of a percent of the total product require a populated Price field.
            • Upload original subscriptions before you upload subscriptions intended to be the amendment subscriptions.

            See Also

             
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