Migration Tools and Accelerators

Partner Migration Tools

These partners offer tools to support migration from Salesforce CPQ to Revenue Management. Salesforce has evaluated all of these tools.

• Forsys
• IdeaHelix
• Prodly

Contact the partners directly for more information about these tools.

Note We're also working with other system integrators to share more tools. Before selecting a migration partner, evaluate multiple vendors, request references, and assess tool capabilities for your specific requirements.

Migration Tool Capabilities

Migration tools can perform these tasks.

• Scan and document Salesforce CPQ org complexity, metadata, and data volumes.
• Automate extraction and migration of product catalog data, including products, bundles, attributes, and price books.
• Generate explainability reports for CPQ pricing rules, Quote Calculation Plug-ins (QCP) scripts, and custom logic.
• Run iterative migration in a sandbox with validation and reconciliation reporting.
• Assist with asset and subscription migration into the Customer Asset Lifecycle Management model.

Migration Tool Limitations

Migration tools don't support these tasks.

• Automatically migrate custom Apex code or QCP plug-ins, which requires reimplementation in Revenue Management concepts. Tools provide explainability reports to support the redesign process.
• Migrate integrations. Enterprise Resource Planning (ERP) and billing integrations require a separate strategy.
• Migrate document templates or output documents.
• Migrate page layouts, permission sets, or custom fields without manual configuration.

Iterative Migration Process

Use this iterative process for all migration work, regardless of tooling.

• Scan your Salesforce CPQ org and document complexity, data volumes, and custom logic inventory.
• Determine the data categories to migrate, whether partial or full, and the sequence of migration.
• Map Salesforce CPQ objects to Revenue Management objects and document the migration logic for each field.
• Run the migration against a full-copy sandbox by using a representative sample dataset first. Validate end-to-end results, including data integrity, business logic, and integration touchpoints, before scaling to the full dataset. Review results and identify failures.
• Fix failed records, adjust migration logic, and rerun the logic against the sample dataset. After the sample dataset migrates successfully with end-to-end validation, scale to progressively larger datasets, testing at each increment. Run reconciliation checks for record counts, financial totals, and relationship integrity at each stage.
• Repeat these steps until the migration meets the satisfaction criteria. Apply your DevOps strategy to push validated data to production.