AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

CPQ Deployment Tool

CPQ Tool to compare and deploy CPQ data across Salesforce orgs in minutes.

Overview

See How CPQ Deployment Tool Works

  • Deploy CPQ projects faster Move at the speed of your sales team. Delight your CPQ stakeholders by responding to their requests immediately through automation.

  • Eliminate CPQ bugs, glitches, or delays Keep your sales team quoting accurately while rolling out new enhancements for them. Never worry about a broken Product Rule slipping into production again. Test everything in sandboxes with ease.

  • Easy to use and setup Deploying is so simple that anyone can do it - not just your CPQ experts. This point and click tool requires no complicated scripting or setup - similar to how a change set works for metadata.

  • Native support for Advanced Approvals, Child Objects, and Picklist Value changes Deploy custom fields such as Product Features or Product Options. And smoothly migrate all Advanced Approvals objects (Approval Chain, Approval Variable, Approval Rule etc.)

  • Automatic dependency suggestions Select a Product Rule and we’ll tell you which Price Rules, Summary Variables, Custom Actions, etc. need to be included for the deployment to succeed. Proactive recommendations keep you on track with minimal redos 👌

  • Org compatibility checks Blue Canvas validates Metadata, Field Level Security, and Package versions, to ensure that your Source- and Target Orgs are compatible. 🚀

Blue Canvas enables simple CPQ deployments between Salesforce orgs, without the setup and headache. You benefit from custom-built Features for CPQ use-cases: - Extensive support of your CPQ Data: review differences in configuration data between any two Orgs and visualize the modifications at a glance. Picklist Value changes are included and can be deployed from the tool. Same goes for data from custom fields in child objects (e.g. custom fields of Product Features or Product Options). We also have native support for Advanced Approvals objects. - Automatic dependency suggestions: select a Product Rule and we’ll tell you which Price Rules, Summary Variables, Custom Actions, etc. need to be included for the deployment to succeed. - Org compatibility checks: Blue Canvas validates Metadata, Field Level Security, and Package versions, to ensure that your Source- and Target Orgs are compatible. - Get started in minutes! Use Salesforce login to connect your orgs, and Blue Canvas guides you from there. No SOQL knowledge needed, work from your Developer Sandboxes, and enjoy data seeding and easy refresh of downstream environments.

Categories

Business Needs
Agent Productivity
Admin & Developer Tools
Data Management
Personas
Administrator
Consultant
Developer
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready

More from Blue Canvas

  • by Blue Canvas
    Blue Canvas - Intuitive DevOps and Continuous Integration for Salesforce. Our Git-based solution handles versioning, backups and lets you compare + sync orgs in minutes. Devs and Admins merge their work collaboratively and ship great features together! 🚀