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Salesforce CPQ Quote Migration

  • Expertly migrate quote data from legacy environments or current CPQ systems to Salesforce CPQ, ensuring the accurate migration of all key elements
  • Use FloData-based solution to Simplify migration, maintain data accuracy, & quickly adopt Salesforce CPQ for better quoting accuracy & performance
Salesforce CPQ Salesforce Quote FloData
Key Features
Employs FloData for smooth data extraction & integration from legacy CPQ platforms or other sources, enabling quote migration to Salesforce CPQ
Validates & cleanses data to ensure integrity and accuracy, preventing any issues from affecting Salesforce CPQ
Offers field mapping capabilities between legacy systems and Salesforce CPQ to ensure migration of configurations, pricing, & customer data
Oversees data load dependencies, using API calls & workflow sequencing to load data and execute specific logic
Features error reporting & re-processing mechanisms to manage exceptions and facilitate their resolution