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Backup and restore your CPQ implementation

Sagi Bracha

June 13, 2024

2

min read

While backing up Salesforce data is a common and almost obvious practice, backing up the CPQ implementation is not that straightforward. The CPQ configuration is a mix of both metadata objects and data records which makes it impossible to backup using a single tool. On the one hand, you can not use data backup tools for metadata, and on the other, you can not use version control for CPQ data records. This leaves operators with no proper way to keep versions of their CPQ implementation. 

Regular backups are an essential layer of securing your DevOps process. They protect you in case of system failure and provide access to historical versions, which is useful for auditing, analysis, and tracking. Deployments fail all the time and it’s critical for teams to have the ability to recover quickly and ensure their processes keep running. 

That’s why we added Backup & Restore capabilities to Salto–to help our user protect their CPQ implementation with automated configuration backup and stress-free recovery.

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Automated, flexible configuration backup with Salto

In addition to impact analysis, deployments, monitoring, and version control for CPQ data records, we now offer our customers the option of running scheduled backups of their CPQ configurations.

Your entire CPQ implementation, both metadata and data, will be automatically backed up from the first time you connect your Salto org and fetch it. You can schedule backups at your desired frequency: hourly, daily, or weekly. It’s also possible to make an on-demand backup whenever you need one.

Restore Your CPQ Configuration to an Earlier Point in Time with a Few Clicks

If something goes wrong, be it a human error or a malicious change, and you need to restore your configuration, Salto offer two easy ways to do that

  1. You can restore all or part of your CPQ configuration to one of the previous versions. 
  2. Salto also allows you to undo your changes granularly—one or more out of many. You can compare your org’s current state with a previous version (selectable based on a timestamp) and either restore everything or manually pick the elements you want to restore.
     

One of the customers we recently showed the new Backup & Restore feature to called it “an absolute lifesaver” and we can’t agree more.


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Easily Revert CPQ Changes Made in Salto

Our users make most of the changes to their CPQ data records via Salto. As part of this product update, we added the capability to revert your Salto deployments. Imagine deploying a change and later finding an issue with it. You can now quickly revert this specific deployment without having to manually undo the changes. Simply go to the Compare & Deploy tab, select one or more deployments you’d like to undo, and click Revert. This will undo all of the changes introduced to your org by the selected Salto deployments.

WRITTEN BY OUR EXPERT

Sagi Bracha

Marketing

Sagi is a Product Marketing Manager at Salto, overseeing Salto’s Jira, Salesforce and PLG business motions. Driven by data and audience insights, Sagi is excited about designing custom made, customer centric go-to-market strategies. Sagi also plays the keyboard in Salto’s band, and enjoys dancing and reading in her free time.

Sort by Topics, Resources
Clear
Thank you! Your submission has been received!
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Salto for

Salesforce

Salesforce

SHARE

Backup and restore your CPQ implementation

Sagi Bracha

June 13, 2024

2

min read

While backing up Salesforce data is a common and almost obvious practice, backing up the CPQ implementation is not that straightforward. The CPQ configuration is a mix of both metadata objects and data records which makes it impossible to backup using a single tool. On the one hand, you can not use data backup tools for metadata, and on the other, you can not use version control for CPQ data records. This leaves operators with no proper way to keep versions of their CPQ implementation. 

Regular backups are an essential layer of securing your DevOps process. They protect you in case of system failure and provide access to historical versions, which is useful for auditing, analysis, and tracking. Deployments fail all the time and it’s critical for teams to have the ability to recover quickly and ensure their processes keep running. 

That’s why we added Backup & Restore capabilities to Salto–to help our user protect their CPQ implementation with automated configuration backup and stress-free recovery.

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Automated, flexible configuration backup with Salto

In addition to impact analysis, deployments, monitoring, and version control for CPQ data records, we now offer our customers the option of running scheduled backups of their CPQ configurations.

Your entire CPQ implementation, both metadata and data, will be automatically backed up from the first time you connect your Salto org and fetch it. You can schedule backups at your desired frequency: hourly, daily, or weekly. It’s also possible to make an on-demand backup whenever you need one.

Restore Your CPQ Configuration to an Earlier Point in Time with a Few Clicks

If something goes wrong, be it a human error or a malicious change, and you need to restore your configuration, Salto offer two easy ways to do that

  1. You can restore all or part of your CPQ configuration to one of the previous versions. 
  2. Salto also allows you to undo your changes granularly—one or more out of many. You can compare your org’s current state with a previous version (selectable based on a timestamp) and either restore everything or manually pick the elements you want to restore.
     

One of the customers we recently showed the new Backup & Restore feature to called it “an absolute lifesaver” and we can’t agree more.


Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Easily Revert CPQ Changes Made in Salto

Our users make most of the changes to their CPQ data records via Salto. As part of this product update, we added the capability to revert your Salto deployments. Imagine deploying a change and later finding an issue with it. You can now quickly revert this specific deployment without having to manually undo the changes. Simply go to the Compare & Deploy tab, select one or more deployments you’d like to undo, and click Revert. This will undo all of the changes introduced to your org by the selected Salto deployments.

WRITTEN BY OUR EXPERT

Sagi Bracha

Marketing

Sagi is a Product Marketing Manager at Salto, overseeing Salto’s Jira, Salesforce and PLG business motions. Driven by data and audience insights, Sagi is excited about designing custom made, customer centric go-to-market strategies. Sagi also plays the keyboard in Salto’s band, and enjoys dancing and reading in her free time.