Gearset for CPQ

Salesforce CPQ deployments, reimagined

The smartest solution for CPQ deployments

Historically, CPQ deployments have involved creating and maintaining complex templates, external IDs and record relationships. Gearset handles that complexity for you so you can deploy CPQ as easily as metadata.

Easy setup for CPQ deployments

  • No more need for Apex scripts thanks to Gearset’s external ID setup wizard.
  • Implement a robust and error-free external ID setup process for any org.
  • Populates existing record IDs to prevent the deployment of duplicate records.

Compare and deploy CPQ and Billing objects

  • Choose specific CPQ and Billing objects to compare and deploy.
  • Configure the metadata types alongside CPQ objects to compare and deploy.
  • Support for Advanced Approvals coming soon.

Users rate Gearset for CPQ 10/10

Gearset for CPQ saves an incredible amount of time and reduces the chance for error to almost zero. Gearset has made CPQ deployments so much more efficient for my team. 10/10 would recommend giving it a shot to any user who does frequent CPQ deployments. Thank goodness for Gearset!

Michael Halliwell

CPQ Product Specialist, Ad Victoriam Solutions

Complete visibility of CPQ and metadata differences

Compare and deploy Salesforce metadata and CPQ configuration between any two Salesforce orgs—all within the same deployment.

View metadata and CPQ configuration differences

Easily identify new, changed or deleted metadata and CPQ differences between your source and target environments—all in one view.

View line-by-line differences

Gearset’s diff viewer clearly highlights and displays granular line-by-line differences for CPQ, ensuring you deploy only the items you mean to.

Gearset maps out dependencies and suggests deployment fixes

Gearset’s dependency analysis breaks down the complex relationships between CPQ records for easier deployments.

View and include related items

Understand complex CPQ data hierarchies by viewing dependencies, so you know what to include in your deployment.

Problem analyzers for CPQ deployments

Gearset’s unique problem analyzers find and fix missing dependencies with your deployment package.

Gearset for CPQ and Billing FAQs

Yes! You can select the metadata and CPQ configuration that you want to deploy in a single deployment. The CPQ deployment will only be attempted if the metadata deployment first succeeds.

We currently support CPQ and Billing. We're working on adding support for Advanced Approvals which is planned for release by the end of December, 2022.

Gearset automatically handles the deployment of new product record IDs, based on the existing Salesforce record ID, at deployment time to our own Gearset external ID field.

Yes! 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).

Not yet, but it's on the roadmap. Adding support for source controlling your CPQ configuration is on our product roadmap for 2023 with work planned to start in Q1.

You can create and save comparison filters to specify which metadata and CPQ configuration objects to retrieve for fast and repeatable comparisons and deployments.

Gearset for CPQ is based on 40% of the total spend of your metadata licenses. This price also includes support for Billing and Advanced Approvals (planned for release December 2022).

Ready to get started with Gearset?