historical-order-migration - Migrate historical CPQ orders for renewals
Loads historical Salesforce CPQ quotes, contracts, subscriptions, and assets using Legacy Data Upload for accurate renewals and amendments.
Tags
Updated: 2026-10-07Salesforce CPQlegacy data uploadhistorical orderssubscriptionscontractsrenewalsdata migrationBulk API
Capabilities
What this skill does
- Confirm contract-based renewal model
- Disable CPQ pricing rules
- Set batch size to one
- Load CPQ objects sequentially
- Map required renewal fields
- Validate renewal readiness
Inputs
- Historical order and contract export
- CPQ renewal configuration
- Product catalog records
- Account records
- Opportunity records
- User records
- Active price book
Outputs
- CPQ object load sequence
- Field mapping CSV templates
- Pre-load configuration checklist
- Post-load validation queries
- Completed migration template
Requirements
- Salesforce CPQ org
- Spring '25 or later
- Contract-based renewal model
- CPQ rule configuration access
- Batch size of one