You’ve probably heard the buzz: Salesforce is winding down CPQ. And if your revenue operations are anywhere near Salesforce’s ecosystem, that might’ve caused a little heartburn. No one likes surprises, especially when they involve core parts of your business’s tech stack.
We’re not going to act like this caught us off guard though—or that we scrambled when the news dropped. It’s tech. Change is part of the deal. At Lane Four, we’re always willing to move forward and find the best approach to mitigate any questions from our clients.
So, we’ve been tracking the shift toward Revenue Cloud Advanced (RCA—previously known as Revenue Lifecycle Management or RLM) for a little while now. And while Salesforce isn’t making this transition optional, we’re not sitting around waiting for someone else to figure it out.
We’re already building the bridge.
What We’re Building
Our in-house architecture and development team members have started building a custom solution that helps migrate existing CPQ customers into Revenue Cloud Advanced. This will be the newest addition to the Lane Four Labs packages, and the goal’s simple: make the jump from CPQ to RCA feel more like a controlled hop than a flying leap into the unknown.
We’ll be straight with you—this isn’t a final-state, abundantly polished, plug-and-play rollout. It’s still taking shape. But so is Salesforce’s RCA toolkit, and that’s exactly how dependable solutions come to life: by building, testing, and improving in real time. You could say it’s one of those “trust the process” moments, and we’re all in.
Lane Four Labs CPQ-to-RCA Package: Code script (Not final)
We’re actively designing tools to automate key parts of the process and are already testing early iterations within selected client orgs. The first iteration of our migration tooling is already functional: it pulls and inventories your CPQ configuration. Think of it like a pre-move checklist, but digital and automatic. From there, we’re layering in smart filtering, data transformation, and recommendations for how to move each piece into RCA.
Lane Four Labs CPQ-to-RCA Package: Billing Object Mapping and Notes (Not final)
How Migration Works Right Now
Here’s the current migration process, which is subject to change as we learn, test, and improve:
- Run the Lane Four CPQ Migration Tool
We pull every bit of your existing CPQ data and configuration automatically. - Clean House (if you want to)
Want to filter or delete old items cluttering your system? Now’s the time. Some of this is automatic already; more is on the way. - Review + Recommend
We take a close look at your CPQ configuration objects—like price rules, QCP scripts, and the rest—and map out how they align with Revenue Cloud Advanced. Some elements transfer over easily and can already be migrated automatically. Others need a few adjustments to fit the new model. Either way, we walk through everything with you, step by step. (And yes, we’re actively working on automating more of this.) - Data Transformation & Re-upload
We’ll transform your CPQ data into its new Revenue Cloud Advance form and handle the (re)upload. - Test & Launch
Final tweaks, tests, and…go live and enable!
Lane Four Labs CPQ-to-RCA Package: Exporting CPQ Configurationss (early view of what’s already working)
We’re continuing to automate more of the process every week. While the full picture will naturally evolve over time, one thing’s certain—we’re moving as fast as we can, learning quickly, and making the solution better with every iteration. Transparency matters, and if we’re asking you to trust us with your systems, we’d better be open about where things stand. Interested to know more or even get a head start on your Revenue Cloud transformation? Let’s chat!
Let's chat!
