Pre-Built Data Templates
Updated 2 weeks 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 DevOps Exchange 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.
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
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, you can find these data templates in the DevOps Exchange section in the Success community. To download a data template, follow the steps below:
- Navigate to DevOps Exchange and click on the template listing you want to download in the Templates section:
- Then click on Get It Now:
- Finally, click on Download:
A zip file with all the data templates for the application selected (e.g. nCino) will be downloaded.
