Related case study
Pre-Migration Analysis
Our Best Practice tool evaluates the current implementation against Salesforce CPQ best practices to identify areas of improvement before the migration starts.
Product Catalog Migration
Automatically convert supported product catalog elements of your Salesforce CPQ solution into the Revenue Cloud format.
Post-Migration Analysis
Evaluate the migrated configuration against Salesforce Revenue Cloud best practices to identify areas of improvement.
Design Refactoring
For the components that cannot be migrated automatically, we will redesign, reimplement, replace or retire, utilizing out-of-the-box capability where possible.
Customer Data Migration
Automatically convert transactional data (quotes, orders) and inventory (contracts, subscriptions and assets) into Revenue Cloud format.
Quality Assurance
Automated and semi-automated testing of key Revenue Cloud CPQ capabilities with the migrated and refactored solution components.
Key Benefits
Our migration approach proactively identifies customizations and deviations early, significantly reducing risks. By addressing potential issues upfront, it ensures a smooth and reliable and successful migration experience.
Advanced automation tools from ideaHelix swiftly migrate catalog and customer data. Our streamlined process improves accuracy while reducing manual effort, accelerating the transition to Revenue Cloud Advanced.
ideaHelix’s Best Practice Assurance tool ensures sustained system stability and optimal performance post-migration. Aligning with Salesforce standards prevents common pitfalls and maintains reliability.
ideaHelix’s expert-led design refactoring effectively realigns legacy Salesforce CPQ configurations with RCA’s advanced features. This optimizes operations, simplifies future maintenance, and maximizes system value.
ideaHelix’s robust testing framework automates validation, reducing manual efforts. Consistent validation maintains high-quality outcomes, enabling resources to focus on innovation and strategic initiatives.
ideaHelix provides a proven methodology backed by deep Salesforce expertise. Organizations gain predictable, successful outcomes and confidence from a trusted partner with a track record in Salesforce migrations.
About ideaHelix
An industry-focused Salesforce consulting partner and tools developer, specializing in Revenue Cloud, Salesforce Industries and emerging Agentforce and AI capabilities to help customers eliminate inefficiencies, refactor workflows, streamline migrations and future-proof investments.
