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          Data Model Changes

          Data Model Changes

          Salesforce CPQ uses custom objects whereas Revenue Management uses standard objects. This shift has several implications.

          • Integrations that reference CPQ custom objects such as SBQQ__Quote__c and SBQQ__QuoteLine__c must be remapped to Revenue Management standard objects.
          • Reports, dashboards, and analytics built on CPQ objects must be recreated by using Revenue Management's standard objects. Plan for this task as a separate workstream. To know about the comprehensive suite of dashboards available with Revenue Management, see Revenue Management Intelligence.
          • Workflows, Process Builder automations, flows, and custom code that reference CPQ objects should be reviewed and redesigned as part of the migration scope.

          Key Object Mappings

          CPQ and Revenue Management commonly use some of the standard objects that can be considered for migration depending on business requirements.

          Here are the important CPQ objects and the corresponding Revenue Management objects.

          CPQ Object Revenue Management Object Migration Notes

          SBQQ__ProductOption__c

          See Product Option Fields.

          ProductRelatedComponent

          See Product Catalog Management Fields on ProductRelatedComponent.

          Bundle structure changes. Nested dependencies require planning.

          SBQQ__CostBook entry

          See CPQ Object Relationships.

          CostBook and CostBookEntry

          See CostBook and CostBookEntry.

          The cost structure splits into two objects in Revenue Management.

          SBQQ__PriceRule__c

          See Price Rule Fields.

          Pricing procedures and pricing elements

          See Build Your Pricing Procedures Using Salesforce Pricing and ExpressionSetVersion.

          Rules become procedures. Execution order logic differs significantly.

          ContractedPrice__c

          See Contracted Price Fields.

          ContractItemPrice

          See ContractItemPrice.

          Contracted pricing migrates. Remapping to accounts required.

          SBQQ__Quote__c

          See CPQ Quote Fields.

          Quote

          See Transaction Management Fields on Quote.

          Quotes can migrate but may require header and line-level reconciliation.

          SBQQ__QuoteLine__c

          See CPQ Quote Line Fields.

          QuoteLineItem or Transaction Line object

          See Transaction Management Fields on Quote Line Item.

          Field mapping is required. Custom fields need manual recreation.

          SBQQ__Subscription__c

          See CPQ Subscription Fields.

          Asset

          See Asset.

          Subscriptions become Customer Asset Lifecycle Management (CALM) records. The full history chain is required. See Migrate Asset Data.
           
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