CPQ Deployment Tool

Compare, select, deploy!

Simple CPQ deployments between Salesforce orgs,
without the setup and headache.

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cpq.bluecanvas.io

Custom-built Features for CPQ use-cases

Extensive support of your CPQ Data

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.

Deploy data for custom fields in child objects
Deploy custom fields of Product Features, Product Options, or other child objects.

Native support for Advanced Approvals
Migrate the full range of Salesforce CPQ (Steelbrick) objects and Advanced Approvals objects (Approval Chain, Approval Variable, Approval Rule, Approver etc.)

Automated pre-deployment checks that have your back

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. 🚀

Get started in minutes!

Simply connect your orgs and/or sandboxes
Use Salesforce login to connect your orgs, and Blue Canvas guides you from there!

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

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

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

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

Ready to try it yourself?

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Frequently
asked questions

General
Roadmap
Technical

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!

Other Packages

Since our initial launch, we've already added support for deploying Advanced Approvals. In the near future, we're looking to add 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.

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What Salesforce CPQ objects do you support?

We can deploy the following CPQ ("SBQQ") 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.

What Advanced Approvals objects do you support?

We can deploy the following Advanced Approvals ("sbaa") configuration data types and their child objects: Approval Chains, Approval Rules, Approval Variables, Approvers, and Email Templates.

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.

Simple Pricing

Free

For individuals trying out CPQ Deployer for an unlimited period.

$0
Up to 10 migrations per month
  • Support for Salesforce CPQ
  • Automatic Dependency Checking
  • CPQ Org Comparisons
  • Deploy Picklist Values
Start Free

Pro

For individuals with active projects that need go-live and ongoing updates.

$129
1 user, per month
  • All Free Features
  • Unlimited Monthly Deployments
  • Support for Salesforce CPQ + Advanced Approvals
  • Priority Email Support
Start Free

Business

For small and medium teams who collaborate and need advanced security.

$229
per user, per month
  • All Pro Features
  • Single Sign-On (SSO)
  • History / Rollback
  • Export to Git
Request Access

Team Plan

For teammates working
on a single project

$3,000/year
Up to 3 users, on a single-project

CPQ Org Comparisons
Unlimited Deployments 🚀
Deploy Picklist Values
Advanced Approvals support
Automatic Dependency Checking

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Enterprise Plan

For larger groups managing
multiple projects

Talk to Sales
Multi-user, multi-project

All Team Features
Single Sign-On (SSO)
History / Rollback
Export to Git

Get in touch

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AICPA SOC for Service Organizations seal, representing our SOC 2 compliance
SOC 2 certified safety and reliability
Security was built into our design. Blue Canvas has completed a full third-party SOC 2 Type II audit — an independent auditor has evaluated our product, infrastructure, and policies, and certifies that Blue Canvas complies with their rigorous standards for security, availability, and confidentiality.

Life's too short for manual CPQ deployments.

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