Compare, select, deploy.

Simple CPQ deployments without the setup and headache.

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cpq.bluecanvas.io

Sandbox Seeding

Refresh downstream environments
Deploy your entire Salesforce CPQ configuration data from production into your sandboxes with minimal effort.

Work on CPQ in Developer Sandboxes
Use gratis Developer Sandboxes for CPQ development, instead of expensive Full Copy or Partial Copy environments.

No SOQL knowledge needed
Optimized query-plans are built in, so you don't need to program complex SOQL queries.

Dependency Graph Analysis

Automatic dependency suggestions
Select a Product Rule and we’ll tell you which Price Rules, Summary Variables, Custom Actions, etc. need to be included for the deployment to succeed.

No more trial and error
Proactive recommendations from our CPQ specific algorithm will keep you on track with minimal redos.

Org compatibility checks
Blue Canvas validates Metadata, Field Level Security, and Package versions, to ensure that your Source- and Target Orgs are compatible.

Move Fast and Don't Break Things

Compare any two Orgs
Look for differences in configuration data between any two Orgs and visualize the modifications as XML diffs.

Include Picklist Value changes
It’s common to update picklist fields when working on Salesforce CPQ. For convenience, you can deploy these changes directly from within the tool.

Do not repeat yourself
Stop duplicating effort and manually moving things from one environment to another.

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Frequently
asked questions

What is CPQ Deployer?

We built the CPQ deployer for a customer that was tired of using data loader and running SOQL queries to deploy CPQ configuration data. They wanted something that was easy to use and enabled everyone on the team to deploy CPQ changes—not just the single expert who became a bottleneck for the team.

How does CPQ Deployer work?

With the Blue Canvas CPQ Deployer you can compare any two Salesforce orgs, see diffs, select the changes, and deploy them. Our automatic dependency analyzer will ensure that you include all of the relevant changes you need to make a successful deployment. If you miss something, we’ll tell you. Once you have built the deployment package, the CPQ Deployer knows the correct order of operations to deploy Salesforce CPQ configuration data in order to ensure a smooth deployment.

Which CPQ Products are supported?

During the public beta, we only support Salesforce CPQ (formerly known as Steelbrick). In the future we will look to add support for additional CPQ platforms such as Apttus CPQ or others. Let us know what you’d like to see next.

What does CPQ Deployer cost?

Right now CPQ Deployer is free to use while in public beta! As we move to GA, we’ll migrate to a 2-week trial followed by a monthly subscription fee. If you are interested in purchasing bulk licenses for your consultancy or company please contact us.

How can I get access? 

The Blue Canvas CPQ Deployer is available now in public beta. You can sign up for a free account today.

I have questions or feedback.

Please send your feature requests and feedback to support@bluecanvas.io, we’re looking forward to hear from you.

Git Integration

We currently convert CPQ configuration data records into XML so that they can be stored in Git. Soon we’ll make it easy to backup and track your CPQ changes through Git so that you can do code reviews, merging, and rollbacks from the Git repository.

Scheduled Deployments

Deploy during off-peak hours with scheduled CPQ deployments! Build your package with our dependency analyzer, validate it, and then schedule it for deployment at a convenient time for your users.

Apttus CPQ

At the moment we support Salesforce CPQ only. In the future, we will add support for Apttus CPQ. If you are an Apttus user, we want to hear from you. Send us a message!

Advanced Approvals and other packages

In the near term we are working on adding support for deploying Advanced Approvals and other packages like Salesforce Billing to support more complex CPQ projects. In the long term, we plan to support deploying other record-based Salesforce configurations like nCino and others.

What can CPQ Deployer deploy?

We can deploy the following CPQ configuration data types and their child objects: Products, Price Books, Product Rules, Summary Variables, Price Rules, Quote Templates, Template Contents, Quote Terms, Custom Actions, Custom Scripts, Discount Schedules, Lookup Data, Configuration Attributes. We also support the deployment of Picklist Values.

How do you check for uniqueness between orgs?

Blue Canvas performs a natural key comparison to look for corresponding records in the source and target orgs. For each object, there is a configurable set of fields that uniquely describe the record (e.g. Product Code, Product Name, or Price Rule Name). In cases where a single field isn’t enough we use a composite key that consists of multiple fields.

How does dependency resolution work?

Blue Canvas CPQ Deployer walks the dependency tree and looks for missing dependencies on your behalf. If your deployment is missing a necessary file, CPQ Deployer will surface the file name and suggest that you add it to your package with a single click.

How do I compare two Salesforce environments?

To start using CPQ deployer, connect any two Salesforce orgs (they must have CPQ installed on them). This is done by following a simple OAuth 2.0 login flow. Once the source and target are selected, you will see a list of options for CPQ configuration data that you can compare. You can inspect the diffs directly in the tool and cherry-pick a selection for deployment.

What is Master Data?

Master Data records represent the essential content of your product catalog and are often imported from external data sources like NetSuite or SAP. Master Data are created directly in the production org, where they can remain inactive until they’re ready for use. They can be copied from production to sandboxes, to use them in development, but not the other way around. Master Data is often maintained by business users.

What is Configuration Data?

Configuration Data provide the rules, settings, and logic of your CPQ installation. Some configuration types may reference products while others are standalone. Since changing configuration records can have immediate effect on the CPQ catalog, these records are often developed in a sandbox, isolated from the production org. They are then tested, accepted and deployed to production when they are ready. Configuration Data are often created and maintained by certified CPQ specialists.

Can I deploy Picklist values?

Yes! We surface differences in Picklist Values that are related to CPQ so you can compare and deploy them as well. Though Picklist Values are technically Metadata, we included them directly in the tool to save you time.

Life's too short for manual CPQ deployments.

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