Pre-Built Data Templates

Updated 2 months ago by Copado Solutions

Introduction

As part of Copado Data Deploy, Copado has configured pre-built data templates to help you deploy data for several widely-used tools that you can download from the Copado Labs section in the Success community.

These pre-built data templates have been designed to speed up your data deployment process and to save you the hassle of having to deploy different data templates in several steps or deployments, since you can select parent and child records within the main object template to deploy them in one go.

Please make sure you have an external Id field in each of the objects you are going to deploy and populate a value in this field to avoid creating duplicate records. To automatically populate a value, you can use Copado's record matching functionality. For more information about how this feature works, check out the article Automatic Record Matching.

Here is a list of all the pre-built data templates you can download as well as an example of a diagram with a representation of the relationship among some of the objects so that you have a clear view of the elements involved.

These pre-built templates are just a starting point. Once you download them and import them to your org, you can update them as required to meet your business needs.

Salesforce Data Templates
  • Account
  • Opportunity

Salesforce CPQ Data Templates
  • Pricebook
  • Standard Price Book
  • Product
  • Price Rule
  • Product Rule
  • Localization
  • Quote Term
  • Quote Template

In order to successfully import new products with their related data, you need to add the products and their standard prices in the destination. Please use the Standard Price Book template to include all standard prices before you attempt to deploy the templates.
Please read through the article Copado Data Deploy for CPQ before you start importing your templates and deploying them to different environments in your pipeline. This article contains important considerations about Salesforce CPQ that will help you avoid deployment errors.
nCino Data Templates
  • Product Hierarchy
  • Screen Configuration
  • Route
  • Credit Memo
  • Collateral Type
  • Closing Checklist
  • Questionnaire
  • Branch
  • Fee Management
  • Policy Exception Management
  • Smart Checklist
  • Budget
  • Configuration Keys & Values
  • nCino - Form Generation
  • nCino - Team & Team Members
  • nCino - Role & Team Keys
  • Rule Engine
  • Risk Grade
  • Spreads:
    • Underwriting Bundle
    • Classification
    • Roll Up Column
  • Configuration Objects:
    • Field Map
    • Covenant Type
    • Pricing Matrix
    • Translation
    • Language

Conga Data Templates
  • Conga Solution
    This main template includes the below child templates:
    • Conga Template
    • Conga Solution Report
    • Conga Solution Query
    • Conga Query
    • Conga Solution Email Template
    • Conga Email Template
    • Conga Collection Solution
    • Conga Collection
    • Conga Solution Parameter

Veeva Data Templates
  • Person Accounts
  • Account Plans with Account Goals
  • Contracts with Contract Line Items and Contract Partners
  • Cycle Plan
  • Multichannel Consents with Consent Types and Consent Headers
  • Surveys with Survey Questions and Targets

How to Download a Data Template

As mentioned in the Introduction, these data templates can be found in the Copado Labs section in the Success community:

To download a data template, follow the steps below:

  1. Navigate to Copado Labs and click on the template listing you want to download in the Templates section:

  1. Then click on Get It Now:

  1. Finally, click on Download:

A zip file with all the data templates for the application selected (e.g. nCino) will be downloaded.

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