Configuration Templates

What are Configuration Templates?

AutoRABIT utilizes configuration templates to provision parameters that define the data relationship between CPQ objects. You can use configuration templates to deploy the selected objects part of the template to your sandboxes or a specific environment. Those objects will retrieve dependent and intermediate objects by default. 

For example, a single object record can be referred to as multiple object records as required, defining the data relationship, so the selection of these objects is a configuration template for your application. 

Salesforce CPQ- Standard and Custom Templates

We now offer pre-configured Salesforce CPQ templates; thus, these templates would be used for 1-click deployments, saving time during template configuration. 

To access the Salesforce CPQ templates, sign into your Record Migrator account and choose Salesforce CPQ Templates from the menu on the left side of the page. You will be able to see the pre-built standard templates and custom templates. 

The out-of-the-box prebuilt templates will be displayed under the Pre-Built tab, whereas the Custom tab will display the CPQ templates you have built inside the Record Migrator application. You can deploy or create a dataset by picking the necessary pre-built template.

Creating a Configuration Template

This section details the step-by-step procedure used to create a new template.

1. In your browser, navigate to: https://{my-organization}.autorabit.com
2. Enter your login credentials.
3. Click Login.
4. Click on the Salesforce CPQ tile to navigate to the Record Migrator portal.
5. Click on the Configuration Templates box.
6. Select your source Salesforce org. 
7. Click Fetch Objects to retrieve all the objects available in the selected source org.
8. Select the item on the following screen that you want to create a template from, e.g., Account Brand, Relationship, Checklist, etc.,
9. You can use the search filter to search through your objects and the menu button to quickly filter your standard/custom objects.
10. To view your selected items, slide the Show Selected button to the right.
    
11. Based on the relationship between the objects, the Record Migrator application will segregate the object sets, and applying a filter on each bucket is mandatory. By specifying criteria in the Filters section, you can extract records within a specified limit.
    
12. Apply the filter(s) using the steps shown below:
    1. Identify an object in each bucket to filter. Click on the Filter icon.
    2. You can use either Add Group or Add Condition on your selected object to build a SOQL query in both conditions (AND / OR), for example, click the Add Condition button. To add multiple conditions, click Add Condition and then repeat the process.
    3. You can even filter the details via date or a date literal. A date literal is a fixed expression representing a relative range of time, such as last month, this week, or next year. (Refer HERE for the list of data literals supported)
    4. The filter query gets added and displayed in the filter box. Multiple queries can be added based on your requirements. Validate your query to see if the query entered is stable or not. Additionally, you'll be able to view the number of records that will be fetched.
    5. The Limit box will limit the number of records extracted from the source, giving a value in this field.
13. Follow similar steps for objects in other buckets as well. Then, click on Next.
14. On the wizard's next step, you’ll find the summary page for the configuration template you're about to create. You can view the details and the filters you applied for the last time before creating the template. On this page, you'll need to:
    • Give the template a name. 
    • Assign the template a version number.
    • Enter a short description of your template in the Template Notes field (optional).
15. Click Save, and you will be redirected to the Record Migrator templates summary page, where you can track your recently created template.

Record Migrator templates summary

This is where you can see all your created templates to date. For each template created, you have several options, such as viewing the changelog, version logs, and data templates or deleting the unwanted templates from your sandbox.

To manage the template, click on the three dots in the template's upper-right corner. It will display all the options listed below.

Change Log

The Change Log allows you to view the change log information you added during the template created in the Template Notes field.

Version Log

The Version Log lists which template versions the template belongs to.

View Data Template

You can see a list of the objects and data retrieved as part of the template.

Delete a Template

This permanently erases a template that’s no longer required. This process cannot be undone.