Salesforce CPQ (Configure, Price, Quote) is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customisations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately.
For these and many other benefits, a lot of companies are moving away from their legacy ERP systems and embracing Salesforce CPQ. When they decide to sunset such systems and move to Salesforce CPQ the need to migrate their data, configurations, business logic etc comes into play.
In this blog we focus on the steps that you need to follow in order to migrate your data. To replicate configuration and metadata as well as to accommodate the business logic into Salesforce CPQ it requires a more tailored, hands-on approach, which we are often called upon by our customers to provide.
Migrating to Salesforce CPQ has certain prerequisites to ensure that all dependencies are migrated alongside the data. For example, if you are migrating a contract, the associations to the account and the opportunity need to be migrated as well. If this is an existing account within your Salesforce CRM, you will need to map the relevant properties to the Salesforce objects so they can auto-populate when you migrate the contract.
To perform this task, there is a number of steps that CPQ administrators need to perform to maintain data integrity. To do this they must first understand what type of data they need to migrate:
With this in mind, let’s understand the available options for migrating your data into Salesforce CPQ.
Data migration tools & execution sequence
There are various tools to migrate your data to Salesforce CPQ. One thing to remember is that the migration process is implemented in sequence of stages and regardless of the tool, each stage has its importance and must be completed before progressing to next one.
The most commonly used tools for your data migration are the following:
In selecting any of the above options, the main point to consider are the CPQ stages on each individual object (or record).
At each data stage the values remain unchanged. CPQ will process the data to match the assigned ‘To Be’ stage. Each stage is guaranteed not to create duplicate records when CPQ processes are running. This is accomplished by leveraging Salesforce’s UPSERT capabilities and using the unique external ID fields on each object.
Salesforce CPQ enables concurrent processing which can reduce the overall stage execution time.
The data migration process involves the following stages:
Validate Data & Processes
Data integrity and accuracy is a key concern when migrating to a new system. There few points which we need to keep in mind to ensure the integrity of our data:
Reporting on Discrepancy or Data Redundancy
Discrepancy reporting is also commonly done in Order Migration Stage. CPQ “Successful” migration is defined on both existing and new reconciliations which should give zero discrepancy. Some of the most common sources for discrepancy are:
If you get a discrepancy or data redundancy, here are some of the ways you can resolve it:
You can also prevent discrepancies by performing sample runs of customer invoices and comparing them to existing invoices to ensure they are consistent.
Same as with the previous stages, there are custom CPQ accelerators which can be utilised to export any discrepancies by running scripts and can help uncover errors more efficiently. At Coforge, we have developed multiple accelerators to help our customers migrate their legacy data to Salesforce CPQ faster and with more accuracy.
If you would like to find out more about migrating your legacy data to Salesforce CPQ, we can help. Give us a call or email us at Salesforce@coforge.com
Other useful links:
Salesforce Field Service Lightning
Getting on the right path with your Salesforce CRM