Salesforce ERP
ERP + CRM Platform 
Inventory Management 
Warehouse Management 
Order Management 
Vendor Management 
Logistics Management 
BOM Management 
Order Fulfillment 
Business Operations 
SaaS Platform for Operations 
Salesforce Cloud ERP Platform 
Xero
Zoho books
Quickbooks
Shopify
Agentforce Revenue Management
Agentforce Revenue Management + Billing 
Salesforce CPQ
Salesforce Advanced Billing 
Migrate from CPQ to Agentforce Revenue Management 
Microsoft
Data Cloud
Tableau
↗
Salesforce CPQ → Agentforce Revenue Management Migration
Move off CPQ on your terms, not in a fire drill.
A low-risk CPQ to Agentforce Revenue Management migration that keeps quoting live while moving your products, pricing, and business processes to Salesforce's next-generation revenue platform.
Migration · CPQ → Revenue Cloud
In progress
From
Salesforce CPQ
Products & bundles
Price rules
Quote templates
Approval flows
Integrations
↓
ASSESS
ROADMAP
MIGRATE
OPTIMIZE
↓
To
Agentforce Revenue Management
Product catalog
Pricing & discounting
Quoting & guided selling
Contract & billing lifecycle
Self-service portal
✓Phased — no big-bang cutover
✓Quoting stays live throughout
✓Roadmap scoped to your org
Trusted by 80+ companies worldwide
10+
Years of Salesforce Excellence
80+
Happy Clients
95%
Implementation Success Rate
Certified Salesforce
ISV & ConsultingPartner
The work
CPQ to Agentforce Revenue Management migration
Salesforce CPQ is on a sunset path, with Agentforce Revenue Management becoming the go-forward platform. A planned CPQ to Agentforce Revenue Management migration reduces risk, protects your investment, and keeps quoting running without disruption.
We assess your Salesforce CPQ org, build a phased migration roadmap, and migrate products, pricing, approvals, and quoting while your sales team continues working without interruption.
🎁
Free CPQ health check & migration roadmap
Know your migration readiness with a no-obligation assessment before you decide.Why timing matters
⚠️
Risk: Wait too long
Forced migration under pressure
Delaying your CPQ to Agentforce Revenue Management migration can lead to rushed deployments, broken quoting, knowledge loss, and higher implementation costs.
📉
Risk: Keep investing in CPQ
Deepening a dead-end platform
Every customization added to Salesforce CPQ today may require rework during your Agentforce Revenue Management migration.
✅
Right move: Plan now
Phased, low-risk migration on your timeline
Start your CPQ to Agentforce Revenue Management migration early with a structured roadmap that keeps quoting live and minimizes business disruption.
🚀
Right move: Step up to quote-to-cash
Full Revenue Cloud after migration
Complete your CPQ to Agentforce Revenue Management migration to gain advanced pricing, contract lifecycle management, billing, subscriptions, and AI-powered revenue operations.
Why move now
Why Start Your CPQ to Agentforce Revenue Management Migration Now
Three reasons why a planned CPQ to Agentforce Revenue Management migration is better than a forced transition later.
Reason 01
🌅
Salesforce CPQ is reaching end of life
Salesforce CPQ is on its retirement path. Starting your CPQ to Agentforce Revenue Management migration now reduces risk, avoids rushed projects, and gives your team control over the migration timeline.
Reason 02
🏗️
Modernize with Agentforce Revenue Management
A CPQ to Agentforce Revenue Management migration expands beyond quoting to pricing, contracts, billing, subscriptions, and AI-powered revenue operations on a unified Salesforce platform.
Reason 03
⏳
Migration risk grows with delay
Waiting increases technical debt, customization costs, and migration complexity. Planning your CPQ to Agentforce Revenue Management migration early is safer, faster, and more cost-effective.
What you get
End-to-End CPQ to Agentforce Revenue Management Migration
Everything you need for a successful CPQ to Agentforce Revenue Management migration, from assessment to go-live with minimal business disruption.
🔍
CPQ health assessmentk
A complete review of your Salesforce CPQ org, data, customizations, and technical debt to prepare for a smooth Agentforce Revenue Management migration.
🗺️
Phased migration roadmap
A structured CPQ to Agentforce Revenue Management migration plan tailored to your products, integrations, and business priorities without risky big-bang deployments.
📦
Catalog & pricing migration
Migrate products, bundles, pricing rules, and product catalogs into Agentforce Revenue Management with optimized configurations and improved performance.
⚙️
Process & approval rebuild
Rebuild quoting, approvals, guided selling, and business processes for Agentforce Revenue Management using Salesforce best practices.
🔗
Integration carry-over
Reconnect CRM, ERP, billing, eSignature, and third-party applications to ensure business continuity throughout the migration.
✅
Parallel-run & cutover
Validate Salesforce CPQ and Agentforce Revenue Management side by side before cutover to minimize risk, maintain live quoting, and ensure a smooth transition.
The approach
Four Stages of a Successful
CPQ to Agentforce Revenue Management Migration
A proven migration framework that keeps quoting live while moving from Salesforce CPQ to Agentforce Revenue Management.
01
🔍
Assess
Review your Salesforce CPQ org, data, customizations, and integrations to identify risks and prepare for a successful CPQ to Agentforce Revenue Management migration.
02
🗺️
Roadmap
Build a phased migration plan tailored to your products, pricing, integrations, and business goals before implementation begins.
03
⚙️
Migrate
Move products, pricing, quoting, approvals, and automation while validating both platforms in parallel to keep quoting live.
04
🚀
Optimize
Complete the CPQ to Agentforce Revenue Management migration, train users, optimize workflows, and expand into contracts, billing, subscriptions, and revenue operations.
Built for
Built for Teams Planning a CPQ to Agentforce Revenue Management Migration
If you're using Salesforce CPQ and planning your next step, our migration approach helps you move with confidence, not pressure.
Aging
Highly customized Salesforce CPQ orgs
Years of customization can make Salesforce CPQ difficult to maintain. Our CPQ to Agentforce Revenue Management migration approach modernizes products, pricing, and automation without carrying unnecessary technical debt.
Timing
Planning before end of support
If your Salesforce CPQ renewal or roadmap is approaching, now is the right time to plan a CPQ to Agentforce Revenue Management migration with a phased, lower-risk strategy.
Growth
Beyond CPQ to complete revenue operations
A CPQ to Agentforce Revenue Management migration expands beyond quoting with contracts, billing, subscriptions, and AI-powered revenue management on Salesforce.
How we work
Your CPQ to Agentforce Revenue Management Migration in Six Steps
A structured migration approach that reduces risk, keeps quoting live, and delivers a production-ready Agentforce Revenue Management implementation.
1
Assess
Audit your Salesforce CPQ org
Review products, pricing, approvals, customizations, data quality, and integrations to identify migration risks before implementation begins.
2
Roadmap
Build the migration plan
Create a phased CPQ to Agentforce Revenue Management migration roadmap with scope, timelines, dependencies, and rollback planning.
3
Build
Rebuild in Agentforce Revenue Management
Migrate products, pricing, quoting, approvals, and automation using Salesforce best practices instead of copying technical debt.
4
Integrate
Reconnect business systems
Reconnect CRM, ERP, eSignature, billing, and third-party applications to ensure business continuity before go-live.
5
Validate
Parallel testing & UAT
Run Salesforce CPQ and Agentforce Revenue Management in parallel, validate real business scenarios, and resolve issues before cutover.
6
Cut over
Launch and optimize
Complete the CPQ to Agentforce Revenue Management migration, train users, optimize performance, and continue expanding your revenue operations.
Clients Feedback
Don't Just Take Our Word for It
Cloudy Wave played a key role in building our complex financial operations with Salesforce ERP software. Their deep technical expertise, combined with a responsive and reliable approach, helped us streamline processes and scale efficiently
Over the past 8 years, Cloudy Wave has consistently delivered exceptional value. Their expertise in Salesforce ERP software, combined with a reliable and forward-thinking approach, has transformed our operations and enhanced our overall business performance.
We’ve partnered with Cloudy Wave for over 8 years, and their expertise in Salesforce ERP software has been exceptional. They consistently deliver high-quality solutions and proactively recommend improvements that have enhanced our operations and customer experience.
Let's talk
Get a free migration assessment.
Tell us about your CPQ setup. We'll deliver a health check and a phased roadmap to Agentforce Revenue Management — with no obligation to proceed.
Ready to Start Your
CPQ to Agentforce Revenue Management Migration?
Get a free Salesforce CPQ health assessment and migration roadmap to plan your CPQ to Agentforce Revenue Management migration with confidence.
Good questions
CPQ to Agentforce Revenue Management migration: FAQs
What teams on Salesforce CPQ most want to know before planning a migration to Agentforce Revenue Management (Revenue Cloud).
A CPQ to Agentforce Revenue Management migration is the process of moving your quoting, pricing, and quote-to-cash setup off Salesforce CPQ — which is now on end-of-sale — onto Agentforce Revenue Management (formerly Revenue Cloud), Salesforce's go-forward revenue platform. The migration carries over your product catalog, pricing rules, discounting and approvals, quote templates, data, and integrations, and re-implements them on the new architecture rather than leaving them stranded on a sunsetting product.
You should migrate because Salesforce CPQ is on end-of-sale with a defined support runway, while Agentforce Revenue Management is the platform Salesforce is investing in going forward. Beyond avoiding a sunsetting product, it extends past quoting into full quote-to-cash, so you gain capability rather than just maintaining the status quo. Planning the move on your own timeline is lower risk and lower cost than being forced into a rushed migration later.
Yes — your sales team keeps quoting throughout the migration. We use a phased approach with parallel running and a zero-downtime cutover target, so quoting stays live the whole time. There is no blackout window and no emergency quoting freeze while you move from CPQ to Agentforce Revenue Management.
No — you do not rebuild from scratch. We carry over and re-implement your existing catalog, pricing, and processes, improving what's worth improving rather than blindly copying years of customization or starting from a blank org. The goal is a cleaner, supported configuration on Agentforce Revenue Management, not a wholesale rewrite of how your business quotes.
A CPQ to Agentforce Revenue Management migration timeline depends on your catalog complexity, the number of customizations, your integrations, and your data quality. Rather than guess, our free health check produces a scoped, phased timeline up front, so you know exactly what you're committing to before the project starts.
Your integrations are re-pointed and validated as part of the migration, so data keeps flowing after cutover. We reconnect CRM, e-signature, ERP, and billing systems to Agentforce Revenue Management and test them in parallel before go-live. That means orders and downstream data continue without manual intervention or broken hand-offs.