This technical session, presented by Coastal and Idea Helix, demystifies the process of migrating from Salesforce CPQ to the new Salesforce Revenue Cloud.
Key takeaways from this session:
- Understanding Revenue Cloud: Learn about the key features and benefits of Revenue Cloud, including its core platform architecture, integrated contract management, and enterprise product catalog.
- Navigating the transition from CPQ to Revenue Cloud: Discover a structured approach to migration, including assessing your current CPQ configuration, optimizing your data model, and automating the migration process.
- Idea Helix’s innovative migration tools: Explore the suite of tools developed by Idea Helix to simplify and streamline the migration process, including best practice assurance, migration automation, and test automation.
- Coastal’s True North methodology: Learn how Coastal’s True North methodology can help you build a strategic roadmap for your Revenue Cloud implementation and ensure a successful transition.
- A live demo of the migration process: See Idea Helix’s migration tools in action as they demonstrate the automated migration of a complex product bundle from CPQ to Revenue Cloud.
This session is a must-watch for anyone who wants to:
- Gain a deeper understanding of Revenue Cloud and its capabilities.
- Learn how to effectively plan and execute a migration from CPQ to Revenue Cloud.
- Leverage automation tools to simplify the migration process.
