Introduction

Gearset's automated change monitoring feature gives you a detailed audit trail of metadata and CPQ configuration changes to your Salesforce orgs - on a daily basis. It works by comparing daily snapshots of your org's metadata and CPQ configuration and highlighting any new, changed, or deleted items per run. You can also run the monitoring job on-demand to check for the latest state of your org at any time.

Configuring your change monitoring job with CPQ configuration
  • Navigate to the Monitoring page, found under Automation in the nav menu on the left.

  • Click ADD NEW JOB...

  • From the General settings tab, specify the time you want the job to run, the org that you wish to monitor changes for, and give the job a friendly name for easy identification.

  • From the Notification settings tab, specify how you'd like to be notified about the results of the change monitoring check (e.g. Slack, MS Teams, Email or SMS).

  • From the Metadata filter tab (see below), choose the metadata and CPQ configuration you want the monitoring job to detect changes for. This can also include Advanced Approvals and Billing.

  • Note: Any related Salesforce metadata upon which your CPQ configuration also has a dependency should also be included. These would typically include, though not be limited to, Custom object, Global value set, Profiles, and Global picklist.

  • You need to also include the SBQQ managed package(s). If you have Advanced Approvals and/or Billing, you'll also need to include the sbaa and blng managed packages.

Change monitoring snapshots

When you first create the job, it will have the status Pending. The job will start taking the first snapshot immediately. Once this is completed, the status will update to Initial snapshot taken (requires page refresh once completed to see latest status). The second snapshot will be run at the time specified when the job was configured.

When two snapshots have been taken, you will be able to view the history of detected changes, the exact type of changes to items and, depending on the type of change, perform a rollback of changed items, and deploy detected changes to a different org. This is particularly helpful to prevent drift from occurring between your environments.

Change monitoring history and viewing changes

To view the daily history of your change monitoring job, visit the monitoring dashboard, and select View history for the job you created.

You'll see a complete audit history of the outcome of each change monitoring job run and a top level summary of the detected changes to your metadata and CPQ configuration.

To view the specific details of a job run, click on the View comparison button. The comparison result will show you the exact differences detected in your CPQ configuration compared to the previous day.

Deploying detected changes to other orgs and rolling back changes

From the history of the job run, expanding the row for a particular entry will give you several follow-up actions such as deploying those same changes to another target, or rolling back changed items detected. At this time, rolling back any new CPQ items is not supported - only changes to existing CPQ configuration that was made.

Did this answer your question?