This blog describes how you can manage deployment without writing any code to move your objects from one environment to other environment. CPQ Provides codeless deployment feature called “Deploy/Send Changes” action to perform migration activity.

When an administrator wishes to do a deployment task, follow the steps below to understand the procedure.

Never move your objects without business user signoff and as well copying it from one environment to other environment manually.

Deployment Process and Documentation

To access this feature, go to Setup ➜ General ➜ Deploy➜ Send Changes. The page that displays contains the following tabs:

Go to Deployment Packages

Click Send

Go to Destination Environment and Click Deploy

with this approach, Admins can easily migrate the objects without doing manually or writing any code to move from one environment to other.

Available components

Approval Rule
Cart Level Aggregates
Categories
CRM Integration
Currencies
Custom Actions
Custom Calculations
Custom Fields
Custom Tables
Global Scripts
Guided Selling
Item Actions Workflow
Markets
Notifications
Permissions
Quote Item Custom fields
Quote Tables
Responsive Templates
Territories
UserTypes
Workflow

CPQ Standard Process of Deployment

Developers utilize the CPQ Dev environment to create, design/build and test Business Requirements. Once the build and test are completed according to the User Story or business need, developers will deploy the item to UAT/TST.

Customers and business owners primarily use the CPQ UAT/Test environment to test the business requirements provided during the Explore Phase. Only once business owners have signed off on successful testing will objects be deployed to PRD.

For the sales process, Sales Reps/Sales Managers/Account Managers mostly use the CPQ PRD(Production) environment.