Salesforce Architecture and Product Engineering
Crystal Lotus Solutions

Resources

Guides and tools from the team, free to keep. No sequences, no calls unless you ask for one.

Data from many sources resolved into one customer profile

CPQ to Revenue Cloud Migration Handbook, Excerpt

How CPQ objects and fields map to Revenue Cloud including splits and merges, which CPQ features have no equivalent and what to do about them, and how quote calculator scripts are classified for migration. Written by the team building the migration accelerator.

We email the excerpt within one business day, and the full handbook when it is released. No sequences, no calls unless you ask.

Capabilities Summary

Two pages: practice areas, team and certifications, engagement models. Forwardable as it is.

ARM Health Check

A managed package that scans a Revenue Cloud org across billing, pricing, contracts, renewals and revenue recognition, and returns findings with recommended fixes. About the scan.