Company currently uses CPQ but has purchased Revenue Cloud. My task is to transition CPQ usage to Revenue Cloud usage. I am new to both platforms, but their CPQ is very developed. From what I've read, you don't necessarily have to stop using CPQ, as it is supposed to work with Revenue Cloud. It's not end-of-life, just end-of-sale. Correct?
1. If CPQ can still be used with Revenue Cloud, do you just enable Revenue Cloud and continue doing your quotes the same way?
2. If it's best to transition CPQ to just Revenue Cloud, are you able to migrate your Products and configurations, orders, etc. into Revenue Cloud or do you have a to start all over with your Product list?
Here are the short answers to your questions:
- Salesforce CPQ and Agentforce Revenue Management, formerly Salesforce Revenue Cloud, can coexist in the same environment. However, they cannot and should not be used on the same opportunity for functional and technical reasons. Think of CPQ and ARM as two similar but completely independent products; there is no "Easy Button" for migrating from CPQ to ARM, especially with a "very developed" and highly customized CPQ implementation.
- In some cases, but not all, you can reuse products, price books, price book entries, etc. Orders are used by both products. Whether configurations are reusable depends on whether they are platform-based or CPQ-specific. Bundle parents and their components will almost certainly need to be recreated for technical and sometimes functional reasons.
This sort of question is best answered live. I am happy to offer a free 30-minute consultation if you would like to discuss it. You can view my availability and schedule a time with me here: https://calendly.com/garvensconsulting
Or, if you prefer, you can watch or listen to this episode of my podcast,
RevOps Roundtable, where I discuss this: Migrating from Salesforce CPQ to Agentforce Revenue Management
You can learn more about me and my business, Garvens Consulting, here:
