Gearset for CPQ
Deploy complex CPQ configurations easily with Gearset’s CPQ deployment solution
Deploy CPQ as easily as metadata. See the differences in your CPQ configuration, understand record relationships, and deploy new CPQ records in just a few clicks.
Users rate Gearset for CPQ 10/10
Gearset simplifies our lives and frees us up to focus our attention on other mission-critical work. I would estimate it saves us on average 50% of the time we used to set aside for CPQ deployments. But the advantages it provides truly go beyond time-savings. We’re able to deliver more value to our clients. We have so much more confidence (and less stress) when deploying with Gearset.
Principal Consultant, Cloud Giants
Compare and deploy Salesforce metadata and CPQ configuration between any two Salesforce orgs — all within the same deployment.
Easily identify new, changed or deleted metadata and CPQ differences between your source and target environments — all in one view.
Gearset’s diff viewer clearly highlights and displays granular line-by-line differences for CPQ, ensuring you deploy only the items you mean to.
Cherry-pick the exact CPQ, Billing and Advanced Approval config data you want to deploy.
Gearset’s dependency analysis breaks down the complex relationships between CPQ records for easier deployments.
Understand complex CPQ data hierarchies by viewing dependencies, so you know what to include in your deployment.
Gearset’s unique problem analyzers find and fix missing dependencies with your deployment package.
Set up custom notifications and get alerted to any changes made to your CPQ configuration.
Track all changes, with information on who made what change when.
Discover how to troubleshoot CPQ config headaches and cut the complexity from your team’s CPQ release management process.
Yes. Unlike other CPQ deployment tools (such as Data Loader), Gearset deploys metadata and CPQ together. From product and price rules to configuration attributes, you can move metadata and Salesforce CPQ configuration data in a single deployment with no more split audit trail.
Gearset will only begin the CPQ data migration if your metadata has been deployed successfully first. If there’s a metadata deployment failure, the rest of the job will stop.
Yes. Advanced Approvals and Salesforce Billing can also be deployed alongside your Salesforce metadata.
Gearset automatically handles the deployment of new product record IDs, based on the existing Salesforce record ID, thanks to our own Gearset external ID field.
Gearset will automatically detect any dependencies that need to be included for a deployment to succeed (e.g. product features and product options when deploying a new product bundle).
You can create and save comparison filters to specify which metadata and CPQ configuration objects to retrieve, for fast and repeatable Salesforce CPQ deployments.
Industries CPQ (formerly Vlocity) is a module provided as part of the Industries Cloud whereas Salesforce CPQ is a horizontal application for the Salesforce platform.
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