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CPQ Compass

Revenue Cloud migration readiness

Find out what breaks moving from CPQ to Revenue Cloud — and what to rebuild first.

Your rules can be copied. The reasoning behind them cannot — and the Apex that depends on them keeps compiling while quietly doing nothing.

Read-only · two OAuth scopes · no package to install · free summary, no card

Using a sandbox, or an org with its own login URL? See how to connect

Example org · 26 findings

Full report →

Recommended next action

Reimplement — do not lift and shift

15 of 26 findings need rebuilding rather than moving, across enough of the configuration that copying it into Revenue Cloud will produce wrong prices. Plan a reimplementation, and verify outputs against the current system before cutover.

Where the work sits

Pricing procedures8 findings
Apex and automation5 findings
Data model mapping4 findings
Governance and documentation6 findings

What will break

Price rules, product rules, discount schedules, and the Apex and Flows that depend on them — including the triggers that keep compiling and silently stop firing.

All 8 known incompatibilities →

What to rebuild

Every finding labelled Rewrite, Recreate, Validate, Review, Retire — so "port it" and "re-express it" stop being the same conversation.

What to do first

Effort grouped into migration workstreams, and blockers ranked by what happens if they are wrong in production rather than by how intricate they are.

Output your delivery team can use

PDF
For the steering committee
CSV
For tracking the work
JSON
For your delivery tools
Jira
Imports as epics and issues

01

Connect

One click through Salesforce OAuth. Nothing to install.

02

Scan

We read your rules and the code that depends on them.

03

Plan

A verdict, ranked blockers, and effort by workstream.

Free gives you the complexity score, full inventory and top issues. $499 unlocks every finding with its remediation action, owner and effort, a working checklist, and all four export formats — one-time, not a subscription.

Running migrations for clients? Team plans from $599/month cover every org in your workspace, with no per-report charges.

Read-only by construction: our Salesforce client has exactly one HTTP verb, GET, so no code path exists that could write to your org. What we read