Migrate the DataPacks to Salesforce Org

Migrate the Industries CPQ DataPacks by using IDX Workbench.

  1. To edit or to configure the IDX workspace, click the configure icon in IDX
  2. On the Configure Workspace window, in Repository, select New Repository.
  3. Click Choose and select the IDX Workspace (Repository) folder.
    The Name field is automatically set to the folder name but you can modify it.
  4. Save your changes
  5. Select your repository folder as the source.
  6. Under Target, click New Environment and log in to your Salesforce org.
  7. Under Project, click New Project.
  8. Enter a project name, and select Vlocity Types: All and Salesforce Types: All.
    To select all DataPacks, click Select all items.
  9. Click Fetch DataPacks.
  10. Click Select All and move to the Selected DataPacks section.
  11. Save your changes. Fetching DataPacks can take a few minutes.
  12. Select All changed items and click Migrate with Dependencies.