As you’ve read in our whitepaper about the best practices for implementing Salesforce CPQ & Billing, paying adequate attention to data management/migration is a critical factor that leads to successful deployment. 

Based on our experience as a full-solution Systems Integration Partner for Salesforce, when implementing CPQ, the ‘right’ approach to data migration makes all the difference. The below mentioned migration methodology has helped all our clients to achieve success in their migration endeavour during Salesforce CPQ implementation.

Tried and tested data migration methodologies for Salesforce CPQ include:

  • Moving Master Data between environments

This approach focuses on moving changes between environments to eventually deploy the master data in the production environment. Here the master data is tested, moved to the business testing phase and then finally deployed in the production stage. 

  • Migrating Legacy Data

Here, the legacy data is moved from the old system to the new system. The success of this methodology is reliant on the below prerequisites:

  • Perform data analysis of the existing data & identify the exceptions, if any
  • Ensure data confirms to the new processes
  • Make sure data quality metrics are identified and impacts are considered
  • Data model changes need to be accounted for core objects
  • All dependencies are migrated with the data
  • Data Mapping and Transformation

This approach comprises the process of matching the data fields/points in the old system with the new system. Here, ETL tools are used to bridge the difference between two systems/data models and to enable correct movement from the source to the destination database. 

  • Slicing and Dicing the Data to Build Repeatable Processes 

It refers to a systematic method of curtailing a complete data set into smaller chunks to gain in-depth understanding and enable analysis from different viewpoints. Slicing and dicing are integral for data analysis and building repeatable processes.

We suggest including logic in the table mapping to ensure everything stays in one place. Also, take notes on the deployment to have a step-by-step process ready during production when tables need to be imported in a particular order.

  • Data validation

Testing and validating the data before migration helps in understanding how the data will flow to the new system and identifying the pre-existing issues in the data/flows.

Speaking from an expert standpoint of executing 200+ engagements in Salesforce CPQ, Billing, Order Management, CRM, CLM, Revenue & Digital Commerce across industries, the use of in-house bolt-on solution, FloData, has helped customers to undertake the transition with minimal risk for disruption or inaccuracies.

Advantages of using FloData include:

  • Convert data pipelines along with source-target mappings.
  • Transport transformation logic from legacy databases.
  • Leverage the power of pre-built connectors for every data source.
  • Automated data integration pipelines with standardized schemas.
  • Deploy and operationalize integrations in the cloud or on-prem or on both.

Considering that data migration can consume as much as 60% of the total labor during Salesforce deployment, steps we take when migrating data during Salesforce CPQ implementation:

  • Disable the CPQ triggers before implementation. 
  • Source and destination environments have the same version of the Managed package configured.
  • Global picklist values coincide in the source and destination environments.
  • Identify and remove redundant data (if any) by cleaning the data in the source and destination orgs. 
  • If Multi-Currency is used, enable it in the destination organization and ensure that the currency ISO codes match.
  • Enable Standard Price Book as active in the Salesforce destination organization. 
  • Decide and confirm the deployment order of the data sets. 
  • Enable the Price Rules as active only after completing deployment. 
  • Re-enable triggers in the destination org post-installation. 
  • Run post-migration scripts to find and resolve issues.

To get more insights into Salesforce CPQ data migration tips and how to do it in real-time, watch the video

About Forsys 

Forsys is a leader in Lead-to-Revenue business and technology consulting specializing in High-Tech, Manufacturing and Healthcare industries. As we focus exclusively on Lead-to-Revenue, we bring clients both depth of expertise and breadth of experience from having executed over 200+ engagements for global enterprises in the past 5 years alone. 

Forsys is a full-solution Systems Integration Partner for Salesforce, specializing in Revenue Operations, and have completed over 200 projects in CPQ, CLM, Billing, CRM, and Digital Commerce. 

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