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Evaluate Your Salesforce CPQ Org Complexity
The complexity of your Salesforce CPQ org is the most important factor for strategy selection. Use this table to identify where your company falls across each dimension.
| Complexity Dimension | Lower Complexity | Higher Complexity |
|---|---|---|
| Product catalog | Smaller catalog, standard bundles, limited attribute use | Large catalog, deeply nested bundles, extensive attribute variation, significant unused or retired products |
| Pricing logic | Standard price books, basic discounts, few or no quote calculator JavaScript methods | Stacked price rules, quote calculator plug-ins, complex pricing waterfall, custom quote and group-level rollups, multi-currency, margin guardrails, consumption-based pricing |
| Asset and subscription base | Smaller and straightforward install base, short contract terms | Large install base, complex Multidimensional Quoting (MDQs), long-term contracts with mid-term amendment history |
| Custom code | Minimal Apex, few or no plugins, no custom LWCs | Extensive quote calculator and page security Apex plug-ins, custom Apex triggers, custom Lightning components or Visualforce pages |
| Integrations | Standalone or single integration | Integrations with multiple systems having CPQ object dependencies, such as Enterprise Resource Planning (ERP), billing, and provisioning systems |
| Geographic scope | Single region or currency | Multi-region, multi-currency, multi-entity, potentially multi-org, tax and shipping calculations |
Most companies find that they fall at different levels across different dimensions. The overall pattern matters more than any single dimension.
- Companies with mostly lower-complexity dimensions have more flexibility in strategy selection.
- Companies with mostly higher-complexity dimensions benefit from a deeper investment in catalog rationalization and pricing redesign, and are likely to get the most value from the Full Rationalization strategy or Reimagine strategy.
After you've evaluated the complexity profile of your Salesforce CPQ org, learn about the various migration strategies.
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