Pricing Rules Migration

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Pricing Rules Migration

This guide will cover creation, maintenance and execution of Migration Templates for Pricing Rules and Associated Conditions.

Create Migration Template

  1. Login in to your Salesforce Account.
  2. Navigate to the CloudSync-M Data Migration workbench to define a new migration template.
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  3. Select Migration Type, Select Destination as the Template Type and fill in the required fields.
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  4. In the Select Destination field, choose the appropriate destination instance.
  5. Default Batch Size is 10 which is editable based upon the number of fields.
  6. To define the template, define the data by writing your Parent Query, with sbaa_ApprovalRule_c as the parent object.

    a. Enter the parent Query as “SELECT ALL FROM SBQQ_PriceRule_c”.
    b. Click on Add Child and enter the first child query for price actions. “SELECT ALL FROM SBQQ_PriceAction_c” & Parent Field is SBQQ__Rule__c
    c. Click on Add Child and enter the second child query for price conditions. “SELECT ALL FROM SBQQ_PriceCondition_c”
    d. Enter “SBQQ__Rule__c” in the Parent Field.

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  7. In the following page, a list of objects related to the selected parent or child will be displayed. Select all the objects that need to be migrated and click on Execute.
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  8. In the next page Select the Lookups
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  9. The Source and Destination schema will be verified for any discrepancies. A pop-up will open, enter the object API name & select the destination and compare object Schema Mapping and click on Map External ID and verify both the source & destination External ID are mapped. Click Save Object Schema.
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  10. In the Source instance, click on the “Click Here to See the Results” link to check the results in the migration report.
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  11. A new page opens with the list of all records being migrated. Refresh the page during the migration to see the increasing count of records being migrated.
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  12. Switch to the Destination Instance to view the results of the migration.
  13. Navigate to the Pricing Rules tab and refresh to view the newly recreated records.
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  14. Compare the migrated Price Rule in the Destination Instance with the corresponding object in the Source Instance.
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  15. Compare the Price Condition of the selected Price Rule between the migrated records and the Source Instance records.
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