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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 |
ProductRelatedComponent See Product Catalog Management Fields on ProductRelatedComponent. |
Bundle structure changes. Nested dependencies require planning. |
SBQQ__CostBook entry |
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 |
ContractItemPrice See ContractItemPrice. |
Contracted pricing migrates. Remapping to accounts required. |
SBQQ__Quote__c See CPQ Quote Fields. |
Quote |
Quotes can migrate but may require header and line-level reconciliation. |
SBQQ__QuoteLine__c |
QuoteLineItem or Transaction Line object |
Field mapping is required. Custom fields need manual recreation. |
SBQQ__Subscription__c |
Asset See Asset. |
Subscriptions become Customer Asset Lifecycle Management (CALM) records. The full history chain is required. See Migrate Asset Data. |

