Salesforce CPQ to RCA migration and data migration

Plan and deliver your move from Salesforce CPQ to Revenue Cloud Advanced (RCA), now Agentforce Revenue Management — from assessment and data mapping to migration, testing and go-live.

Why teams move from CPQ to RCA

Revenue Cloud Advanced, now branded Agentforce Revenue Management, is Salesforce’s platform for product catalogue, configuration, pricing, quoting, orders, contracts, assets and billing. Moving from Salesforce CPQ means re-modelling how products, pricing and the quote-to-cash lifecycle work — it is a redesign, not a data copy.

What we migrate and re-model

  • Products and bundles into the RCA product catalogue: categories, attributes, product selling models and static, dynamic or configurable bundles
  • Price books, discount schedules and price rules into pricing procedures and the price waterfall
  • Product rules into configuration rules, qualification and disqualification rules
  • Quote templates into document generation
  • Open quotes, orders, contracts, subscriptions and assets, with amendment and renewal history
  • Approvals into advanced approvals

How a migration runs

  • Assessment of your CPQ org: products, rules, customisations, integrations and data volumes
  • Target design in RCA and a field-by-field data mapping
  • Rollout strategy: big bang, pilot first, a bridge period, or migration by customer cohort
  • Data migration with trial loads, reconciliation and sign-off in a sandbox before production
  • User acceptance testing, go-live and post-go-live support

Training your team on RCA

Kreya also runs Salesforce RCA and Agentforce Revenue Management training, so your administrators and consultants can run the new platform after go-live.

CPQ to RCA migration questions

Is Agentforce Revenue Management the same as Salesforce RCA?

Yes. Agentforce Revenue Management is the current Salesforce name for Revenue Cloud Advanced (RCA).

Can our CPQ data be migrated to RCA automatically?

Not as a direct copy. CPQ and RCA use different data models, so products, pricing and rules are re-designed in RCA and transactional data such as quotes, contracts and assets is mapped and migrated in stages.

Can we run CPQ and RCA side by side during the move?

Yes, many teams use a bridge or cohort approach, keeping existing contracts on CPQ while new business moves to RCA. The right approach depends on your products, contracts and renewal cycle.

How do we start?

Send an enquiry or message us on WhatsApp. We begin with an assessment of your current CPQ setup and data.