Navigating the End of Sale for Salesforce CPQ
Salesforce has announced the end of sale (EOS) for its legacy CPQ solution, signaling a major shift for businesses that rely on it to configure, price, and quote (CPQ) products and services efficiently. While the change isn’t immediate, the transition will impact how organizations manage their sales processes moving forward.
Canvas Cloud is a proud Salesforce Gold/Crest Partner, serving as both a Systems Integrator (SI) and a Managed Services Provider (MSP), and we’re here to help clients assess their options and build a future-proof quoting strategy.
What’s Happening?
Salesforce is phasing out its existing CPQ product in favor of a more unified and scalable quoting experience within its broader platform. While existing users won’t lose access overnight, businesses should start planning now to avoid disruptions in their sales cycles.
For many companies, Salesforce CPQ has been an essential tool, streamlining complex pricing models, automating approvals, and integrating with CRM and ERP systems. The EOS announcement doesn’t just mean no new purchases, it also signals a gradual reduction in support and updates, making long-term reliance a risky bet.
Exploring Revenue Cloud and Other CPQ Solutions
As Salesforce moves toward a more unified revenue management approach, it is introducing Revenue Cloud Advanced and Revenue Cloud Billing as its flagship solutions. Built natively on the Salesforce platform, these offerings provide enhanced capabilities such as:
A dynamic product catalog and flexible pricing engine
Advanced approvals and contract lifecycle management
API-first architecture for easier integration and scalability
For businesses seeking alternatives, third-party CPQ solutions may be a good option, or else leveraging custom-built solutions with Salesforce Flow, Apex, and Lightning Web Components may work best for organizations with unique quoting requirements.
Making Your Plan
To minimize disruption, we recommend all customers leveraging CPQ take a proactive approach:
Assess your current use case and identify how Salesforce CPQ fits into your sales processes and which features are critical to maintain.
Compare Salesforce’s Revenue Cloud offerings with third-party CPQ tools to determine the best fit.
Plan for migration and develop a roadmap for data migration, process reconfiguration, and user training.
Engage a Salesforce consulting partner and work with experts to help streamline the transition and ensure a solution that aligns with long-term business goals.
The Role of a Trusted Partner
The EOS for Salesforce CPQ is a pivotal moment for businesses, but it doesn’t have to be a disruption. With the right strategy, companies can turn this transition into an opportunity to optimize their quoting processes and drive greater efficiency.
At Canvas Cloud, we specialize in guiding organizations through complex Salesforce changes, helping them select and implement the best solutions for their needs. If you’re unsure about your next steps, we’re here to help.
