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Migrating to Salesforce Revenue Cloud from Salesforce CPQ or another tool

John Garvens · May 28, 2025 · Leave a Comment

Panelists

John Garvens
Owner & Principal Architect
Garvens Consulting
Micah Gerger
Founder & Chief Technology Officer
Blue Robot Digital

Contents

  • 00:00 Introduction
  • 02:05 Salesforce CPQ End of Sale Announcement
  • 10:07 Migrating from Salesforce CPQ to Salesforce Revenue Cloud
  • 14:27 A functional AND technical transformation
  • 20:27 Metaphor: Salesforce CPQ vs. Salesforce Revenue Cloud
  • 24:34 RevOps Domain Knowledge + Technologist Mindset = Success
  • 32:28 Revenue Cloud Implementation and Migration Timelines and Deadlines
  • 37:25 Selecting a Revenue Cloud implementation partner
  • 44:27 Migrating to Revenue Cloud from other CPQ tools, custom tools, and spreadsheets
  • 55:16 PSA: Make a Slack workspace for your Salesforce friends
  • 56:37 Proofs of Concept (POCs) and Advisory Services
  • 1:04:05 Martial arts is more fun than Revenue Cloud

Roundtable Salesforce Revenue Cloud

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