Pre-Built Data Templates

Updated 2 weeks ago by Copado Solutions

As part of the Advanced Data Deploy feature, Copado has configured pre-built data templates to help you deploy data for several widely-used tools.

These pre-built data templates have been designed to speed up your data deployment process and to save you the hassle of having to deploy different data templates in several steps or deployments, since you can select parent and child records within the main object template to deploy them in one go.

Please make sure you have an external Id field in each of the objects you are going to deploy with API name External_Id__c and populate a value in this field to avoid creating duplicate records.

Here is a list of all the pre-built data templates you can download as well as a representation of the relationship among the different objects so that you have a clear view of all the elements involved. Click on each data template to download the JSON file.

Please note that these pre-built templates are just a starting point. Once you download them and import them to your org, you can update them as required to meet your business needs.

Data Templates

  1. Account

  1. Opportunity

CPQ Data Templates

  1. Pricebook

  1. Price Rule

  1. Product Rule

  1. Localization

  1. Quote Term

  1. Quote Template

Please read through the article Copado Advanced Data Deploy for CPQ before you start importing your templates and deploying them to different environments in your pipeline. This article contains important considerations about CPQ that will help you avoid deployment errors .


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