How to version control Salesforce CPQ config data

7:30 PM

Salesforce CPQ configuration data can be version controlled using a source control system like Git. Here are the steps to version control Salesforce CPQ config data:

  1. Create a new repository in Git or use an existing one.
  2. Clone the repository to your local machine.
  3. Connect to Salesforce CPQ using the Salesforce CLI tool.
  4. Use the Salesforce CLI to retrieve the CPQ configuration data in XML format. You can do this by running the following command:

sfdx force:source:retrieve -m CustomObject:ProductRule -u your-org-alias

Replace CustomObject:ProductRule with the metadata type you want to retrieve.

  1. Commit the retrieved metadata files to your Git repository.

By version controlling the Salesforce CPQ configuration data, you can easily track changes to the CPQ configuration, roll back changes if necessary, and collaborate with other team members on the same project.

Note that version controlling CPQ configuration data requires careful planning and collaboration among the team members to avoid conflicts and ensure smooth synchronization of changes.