Fast-Track Your Switch from CPQ to RCA

Introduction

Outdated CPQ tools. Over-customized orgs. Manual migrations. These aren’t just technical hurdles—they’re strategic roadblocks. With Salesforce CPQ approaching end-of-sale, now is the time for organizations to rethink how they manage quoting, pricing, and billing at scale.

It’s time to modernize your revenue architecture.

Join our expert-led session at Dreamforce to learn how Salesforce Revenue Cloud Advanced (RCA) can help you move faster, simplify operations, and unlock long-term value. We’ll share field-tested insights from real-world RCA migrations, including lessons learned from a U.S. telecom provider.

What You’ll Learn

This session is for revenue and operations leaders preparing to transition from Salesforce CPQ to RCA. You’ll discover:

• Where legacy CPQ struggles—and how RCA solves for speed, scale, and flexibility
• How to assess customizations and avoid carrying forward technical debt
• Ways to simplify product and pricing migrations using automation
• A live demo of ideaHelix purpose-built tools that streamline migration

Whether you’re just starting your migration or deep in planning, this session gives you a clear, practical roadmap to success.

Why Attend?

You’ll gain insights from two industry leaders:

• Coastal – the #1 ranked Salesforce Revenue Cloud consultancy
• ideaHelix – Revenue Cloud consulting partner and tools developer 

Together, they’ll walk you through proven strategies to simplify migration and increase value—with less risk, less rework, and more automation.

Featured Speakers

• Eric Williamson – Associate Director, Revenue Practice, Coastal
• Rinoy Varkey – Chief Success Officer, ideaHelix
• Artyom Livensky – Principal Architect, ideaHelix