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CPQ Sunset Readiness Assessment

Move from Salesforce CPQ to Agentforce Revenue Management (ARM) with a free expert assessment in just 2 weeks.

Action RequiredCPQ SunsetSummit PartnerFree2 Weeks
Schedule Your Free Assessment

Salesforce has announced that Salesforce CPQ will enter end-of-life. New feature development has already stopped. Support windows are narrowing. Organizations that wait until the deadline face compressed timelines, limited partner availability, and higher migration risk.

The organizations moving with confidence are the ones who assessed early - who know their migration complexity before they are in a reactive sprint. The assessment does not commit you to a migration. It gives you the information you need to plan one.

Is your CPQ ready for the sunset?

Salesforce CPQ is being replaced by Agentforce Revenue Management or ARM (Formerly Revenue Cloud Advanced or RCA). In just 2 weeks, our experts will assess your migration readiness and hand you a clear, risk-free path forward - at no cost.

CPQ sunset readiness assessment overview

Driving Growth with LevelShift

Driving Growth with LevelShift & Data Cloud

CPQ Configuration Audit

We review your current CPQ setup - product catalog structure, pricing rules, approval logic, automations, and customizations - and document the complexity and technical debt that will affect migration effort.

Data Quality Assessment

The most common migration failure point is data. We assess your quote, order, and contract data for completeness, consistency, and compatibility with ARM (Formerly Revenue Cloud Advanced or RCA), then identify the cleanup work required before migration can safely begin.

Integration Dependency Mapping

We identify every system connected to your CPQ, including ERP, billing, CRM, and third-party tools, and map the integration changes required in an ARM (Formerly Revenue Cloud Advanced or RCA) environment. Surprises here are expensive. We surface them early.

Customization Impact Analysis

CPQ customizations built in Apex or Visualforce do not migrate automatically. We catalog your customizations, assess ARM (Formerly Revenue Cloud Advanced or RCA) parity, and identify what needs to be rebuilt versus what can be replaced with native ARM functionality.

Migration Path Recommendation

Based on what we find, we recommend the best migration approach, whether it's a phased migration, parallel run, or greenfield ARM (Formerly Revenue Cloud Advanced or RCA) implementation. We explain the tradeoffs and recommend the approach best suited to your business.

Migration Roadmap and Effort Estimate

You leave with a documented roadmap: timeline phases, key workstreams, resourcing requirements, and a high-level cost estimate. Not a sales proposal - a project blueprint you can take to any partner or evaluate internally.

What You Get at The End

  • CPQ Configuration Complexity Report
  • Data Quality Scorecard with clean-up recommendations
  • Integration Dependency Map
  • Customization Catalog with ARM (Formerly Revenue Cloud Advanced or RCA) parity notes
  • Migration Path Recommendation (with rationale)
  • Migration Roadmap with timeline and effort estimate

No hidden fees. No commitment to proceed with LevelShift for the migration. Just a clear, honest picture of what you are working with.

CPQ assessment deliverables

Who This is For

Designed for Salesforce CPQ customers who need a clear migration strategy, accurate effort estimates for stakeholder buy-in, and guidance on whether ARM (Formerly Revenue Cloud Advanced or RCA) or a greenfield implementation is the right path.

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How it Works

Scoping call

90-minute session with your CPQ admin, sales ops lead, and IT stakeholder.

Day 1-2

Configuration and data review

LevelShift team reviews your CPQ configuration, data quality, and integration dependencies.

Day 3-7

Analysis and synthesis

We analyze findings and draft the migration roadmap.

Day 8-10

Readout session

We present findings and walk through the roadmap. You leave with all deliverables.

Day 11-14

Build Your CPQ Migration Roadmap

Talk to our expert to evaluate your Salesforce CPQ environment and receive a migration plan tailored to your business.

Schedule a Call
Selva Pandian
Selva Pandian

Managing Director - Cloud Practice

Why LevelShift

Our team has hands-on experience with both platforms - which means we assess migration complexity with the accuracy of practitioners, not analysts. Our findings are specific, not generic.

Top 1% Globally

Top 1% Globally

Select-tier status — earned through consistent delivery, not deal volume.

530+ Projects

530+ Projects. 4.9/5 Rating.

170+ verified reviews across industries. Our track record is public and auditable on AppExchange.

120+ Certified Experts

120+ Certified Experts

Every engagement is led by certified practitioners with hands-on Service Cloud experience. No generalists, no gaps.

14 Years of Platform Depth

14 Years of Platform Depth

We've been building on Salesforce since 2012 — and we bring that institutional knowledge to every implementation.

Forrester

Forrester Q4 2025

Independently recognized for Field Service expertise in the Salesforce Consulting Services Landscape report.

FAQs

A CPQ Sunset Readiness Assessment is a structured evaluation of your Salesforce CPQ environment to determine migration complexity, identify technical and data risks, assess integrations and customizations, and recommend the most suitable path to Agentforce Revenue Management or ARM (Formerly Revenue Cloud Advanced or RCA).
Every Salesforce CPQ implementation is different. Assessing your environment before migration helps uncover configuration complexity, data quality issues, integration dependencies, and customizations that could impact project timelines, costs, and overall migration success.

The assessment covers:

  • CPQ configuration audit
  • Data quality assessment
  • Integration dependency mapping
  • Customization impact analysis
  • Migration path recommendation
  • Migration roadmap with effort estimates
The assessment is completed in approximately two weeks. During that time, our experts review your Salesforce CPQ implementation, analyze findings, and deliver a detailed migration roadmap along with practical recommendations.
LevelShift is a Salesforce Summit Partner with hands-on implementation experience across Salesforce CPQ and Agentforce Revenue Management or ARM (Formerly Revenue Cloud Advanced or RCA). Our recommendations are based on real migration projects, giving you practical guidance rather than generic best practices.
No. The assessment is completely independent of any implementation engagement. You will receive a detailed migration roadmap, effort estimate, and recommendations that you can use internally or with any Salesforce partner.
Rather than recommending a one-size-fits-all solution, we evaluate your CPQ configuration, integrations, customizations, business processes, and data quality to determine whether a phased migration, parallel deployment, or greenfield Agentforce Revenue Management or ARM (Formerly Revenue Cloud Advanced or RCA) implementation is the best fit.

At the end of the assessment, you'll receive:

  • CPQ Configuration Complexity Report
  • Data Quality Scorecard
  • Integration Dependency Map
  • Customization Catalog with Agentforce Revenue Management or ARM (Formerly Revenue Cloud Advanced or RCA) compatibility
  • Migration Path Recommendation
  • Migration Roadmap with estimated timeline and effort

These deliverables provide the information needed to plan your migration confidently, secure stakeholder buy-in, and reduce project risk before implementation begins.

Get Your CPQ Migration Roadmap in Two Weeks

Spots are limited - we run a small number of assessments each month to ensure quality. Book a scoping call to get started.

Schedule Your Free Assessment