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Introduction
Salesforce CPQ to Agentforce Revenue Management (ARM), previously known as Revenue Cloud Advanced (RCA), is not a lift-and-shift migration. It’s a commercial transformation and if it’s not executed correctly, it can disrupt deals, corrupt pricing, delay renewals, and hit revenue confidence.
The fastest and safest migrations follow a simple principle: assess risk early, automate what’s safe, refactor what isn’t, and validate everything before go-live.
Here’s a simple 10-point checklist of our approach:
1️⃣ Assess migration readiness early
Before any data moves, understand your level of customization, catalog scale, pricing complexity, rule density, and data risks so there are no surprises later.
2️⃣ Define the right migration strategy
Decide upfront what should be automated, what should be refactored, and what should be redesigned to take advantage of ARM native capabilities and eliminate technical debt.
3️⃣ Preserve product catalog and commercial offers
Migrate products, bundles, attributes, and selling models while preserving how offers are structured and sold.
4️⃣ Convert product rule logic
Automatically translate CPQ product rule logic rules into ARM constraint models using unified Constraint Modelling Language (CML) and Price Management (PRC) structures so quotes behave the same after migration.
5️⃣ Protect pipeline and revenue in flight
Move active quotes, approvals, subscriptions, and assets to ARM to avoid pipeline blind spots and revenue disruption.
6️⃣ Maintain pricing and discount continuity
Carry forward price books, discounts, MDQ, derived pricing and usage structures to prevent quote discrepancies and margin leakage.
7️⃣ Optimize the catalog
Use the migration as an opportunity to remove duplication, normalize attributes, and simplify catalog structures for long-term scalability.
8️⃣ Leverage product features
Refactor complex logic to align with ARM features and best practices reducing custom code and long-term maintenance cost.
9️⃣ Validate outcomes end to end
Test configuration, pricing, asset lifecycle flows, renewals, amendments and data accuracy with test automation tools to confirm commercial continuity before go-live.
🔟 Go live with confidence
Deploy with security, governance, monitoring, release controls and post-migration optimisation plan in place and continuously check alignment with best practices.
Takeaway
Successful CPQ to Agentforce Revenue Management migrations aren’t about moving faster they’re about moving smarter using tools and experts to deliver better outcomes.
By following a clear Assess → Automate → Refactor → Validate approach, teams can reduce risk, protect revenue, and emerge with a cleaner, more scalable revenue architecture.
