You can easily apply an existing preset Revenue Cloud filter via the sidebar which will automatically retrieve any metadata and CPQ, Advanced Approvals or Billing configuration into your comparison matching the filter.
Unless otherwise configured in the filter, the default behaviour will be to retrieve all records.
To apply a more constrained filter in order to reduce the amount of records being retrieved, you can create a specific filter using SOQL queries before comparing any configuration.
SOQL queries and filtering related items behavior
Filtering to the subset of CPQ configuration you wish to compare requires a slightly different mechanism from metadata and involves the use of SOQL queries to specify which records should be retrieved for comparison.
SOQL queries are applied on a per-object basis
If only the parent object has a SOQL query applied, then any related items will be automatically filtered out from the comparison. For example, filtering out
Product2configuration via a SOQL query will also filter out related items such as product options and features from the comparison results.However, related items will not be filtered out if a SOQL query has been specified for a related object(s). For example, having a SOQL query on
Product2and onProductOptionwill display the results for both in the comparison results.SOQL queries on Lookup Objects are also supported.
Creating a Revenue Cloud filter using SOQL queries
To start, open the comparison filter using the cog icon or via Manage custom filters in the comparison filters dropdown.
Click on the Revenue Cloud section in the sidebar (Advanced Approvals and Billing are also supported)
Choose the object you wish to apply a query for and enter your SOQL query into the input field provided and click
Test SOQL queryThe number of records matching your query will be displayed for your source and target. Any syntax errors with your query or problems retrieving the results will also be displayed.
When you've finished configuring the metadata and CPQ records to include in your comparison, click Update comparison.
Note: All records will be retrieved and compared before being displayed.
Example query format
Only the WHERE clause conditions are needed when using a SOQL query to filter records. For example, the query format that you'd use in Gearset would therefore take the following format:
CreatedDate > 2022-07-01T00:00:00Z AND CreatedDate < 2023-01-01T00:00:00ZFamily = 'Hardware' OR Family = 'Miscellaneous'ProductCode LIKE 'USB%'Description != nullIsActive = True