CPQ to Revenue Cloud Migration
Salesforce CPQ price rules rebuilt as Salesforce Revenue Cloud pricing procedures
Every price rule rebuilt for the Revenue Cloud engine
Nothing in the Salesforce CPQ pricing layer migrates automatically, so our architects rebuild each price rule and construct on Revenue Cloud, drawing on two decades of Salesforce Quote to Cash for technology companies.
- Product Catalog Management
- Pricing
- Product Configuration
- Rate Management
- Advanced Approvals
How a CPQ price rule migration runs
Pricing also depends on data, such as contracted prices and bundle relationships; our data experts carry that data across, as CPQ Data Migration describes. For background, the Data U guide to the price waterfall explains how each adjustment is recorded, and Salesforce's Revenue Cloud setup guide shows how the priced products are configured.
Questions about CPQ price rule migration
Do Salesforce CPQ price rules move to Revenue Cloud as they are?
No. Each Salesforce CPQ price rule becomes a pricing procedure step, a decision table, a constraint model or a business rule in Revenue Cloud. Our architects begin by establishing what each rule does and when it fires, and then rebuild that intent on the Revenue Cloud engine.
What happens to the Salesforce CPQ Quote Calculator Plugin?
In a CPQ price rule migration its logic moves into pricing procedures and decision tables. Our architects read the code to establish what each function does and rebuild that logic in declarative steps wherever they can, so less custom code remains after the move. Before sign-off, the rebuilt logic must price the same quotes as the original.
How do you check that the new prices are right?
Our team prices the same quotes in both systems and compares the results. Where a price differs, we find the cause and correct it before sign-off, and the new pricing moves through the pipeline as code, so later changes remain safe and repeatable.
Plan the move to Revenue Cloud pricing
Talk with the architects who would lead the work.