Salesforce CPQ requires Quote Template data to be imported in a structured order to ensure that relationships between objects are correctly established.
Quote Template: Base structure for the quote document.
Template Sections: Define sections of the quote.
Line Columns: Specify how data appears in tables within the quote.
Template Content: Includes HTML and text for the quote layout.
Quote Terms: Define legal or contractual terms.
Term Conditions: Conditions related to the terms.
Salesforce CPQ Reference:
Best practices for Quote Template imports align with Salesforce CPQ implementation guides for maintaining dependencies .
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