CPQ → Agentforce Revenue

Migrating from Salesforce CPQ to Agentforce Revenue Management is one of the highest-stakes projects a revenue operations team will run, and one of the easiest to get wrong. Your existing CPQ configuration holds years of accumulated logic: price rules, product bundles, discount schedules, approval flows, and quote templates that the business depends on every day. Sweep's CPQ to Agentforce Revenue Management Playbook maps that entire configuration automatically, then designs a build-ready target-state model in Agentforce Revenue Management that preserves your pricing logic and revenue processes. Instead of a multi-month discovery effort spread across spreadsheets, SI decks, and tribal knowledge, you get a structured, expert-guided migration plan in hours, with the full context of your live org carried through every stage.

Run against your own Salesforce environment, the Playbook takes you from discovery to design to build-ready output without losing a single detail in the handoff. It inventories your current CPQ setup, flags gaps and dependencies before they become production issues, and produces a sequenced plan your admins, architects, and developers can execute together from one shared workspace, with you approving every step. Whether you're planning ahead of Salesforce CPQ's end-of-sale, consolidating quoting onto a modern revenue platform, or simply reducing the risk and cost of a manual migration, Sweep turns a fragile, months-long Salesforce CPQ migration into a fast, repeatable, best-practice process.