Dreamforce Decoded

Fast-Track Your Switch from CPQ to RCA

With Salesforce CPQ nearing end-of-sale, it’s time to modernize. Learn how Revenue Cloud Advanced (RCA) simplifies quoting, cuts risk, and scales with your business.

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What We’ll Cover

Salesforce CPQ isn’t built for where revenue operations are headed. In this session, Coastal and ideaHelix show how to fast-track your move to Revenue Cloud Advanced—de-risking your migration, boosting efficiency, and plugging costly revenue leaks.

You’ll learn how to:

Identify which CPQ customizations to retire, redesign, or carry forward
Use automation to cut migration time, reduce errors, and lower cost
Make design choices that keep your architecture clean and compliant with Salesforce best practices
See a demo of ideaHelix tools in action—and how they simplify the switch

Meet the Panel

Eric Williamson
Coastal
Associate Director

Rinoy Varkey
ideaHelix
Chief Success Officer

Artyom Livensky
ideaHelix
Principal Architect

The Smarter Way Off CPQ