Salesforce CPQ support & optimisation · quoting performance · migration decision support · certified partner

Salesforce CPQ is end of sale. It is not end of life. No switch-off date has been published, so a countdown is something you are being sold.

  • End of sale, 27 March 2025. No new customers and no new CPQ licences for existing ones. That is the entire scope of the change
  • You can keep running it. Existing customers can keep using CPQ, keep renewing their licences and keep raising support cases
  • No end of life date has been published. Partner commentary guesses 2029 or later from past retirements, but that is an inference, and we will describe it as one
  • The successor is Revenue Cloud Advanced, and there is no supported one-click migration. Moving is a re-implementation of your product and pricing model

Decide during 2026 and move on your own commercial calendar. Meanwhile there is real value left in the CPQ you own: most of that ninety-second quote is an unpruned catalogue and over-firing price rules. Fixing it also makes any future migration cheaper.

  • We will tell you to wait when waiting is right
  • Certified Salesforce partner, not a reseller
  • You keep the assessment either way

Proven Success With

The correction, before anything else

Four things are true, and only the first one is a change

A migration is much easier to sell with a countdown attached, which is why so many CPQ customers now believe they are on one. Here is what Salesforce has actually said, and what it has not. We would rather you took a decision from this list than from a deck.

Two people reviewing contract terms across a desk.
Why this matters commercially: a migration taken under invented deadline pressure is a migration taken at the worst point in your calendar, with the least leverage and the least time to clean the catalogue first.Photo: Pexels (Karolina Grabowska).
Confirmed

End of sale, 27 March 2025

Salesforce CPQ went end of sale on 27 March 2025. No new customers, and no new CPQ licences for existing ones. That is the entire scope of the change.

Not the same thing

End of sale is not end of life

End of sale is not end of life. If you already run Salesforce CPQ you can keep running it, keep renewing your licences and keep raising support cases. Salesforce has published no end of life or end of support date, so anyone quoting you a deadline is quoting a deadline that does not exist.

Inference, not fact

The 2029 number is a guess

Partner commentary estimates 2029 or later based on how Salesforce has retired products before. That is an inference, not an announcement, and it should be described as one. The sensible planning position is to decide during 2026 and move when your commercial calendar allows, not because a slide told you to panic.

Where investment went

The successor is Revenue Cloud Advanced

The successor is Revenue Cloud Advanced, rebranded around the Spring 2026 release as Agentforce Revenue Management. It is a different product rather than an upgrade in place: a different data model, different pricing engine and a different approach to configuration.

Plan on this

There is no one-click migration

There is no supported one-click path from Salesforce CPQ to Revenue Cloud Advanced. A move is a re-implementation of the pricing and product model, informed by what you have, and it is the moment to fix the product catalogue rather than carry twelve years of it across.

The practical read

Decide in 2026, move on your calendar

New capability lands in Revenue Cloud Advanced rather than CPQ, so this is worth deciding deliberately during 2026. It is not worth cutting over in a hurry, at quarter end, on a date somebody else chose.

See which situation you are in

What we actually fix

The six things we change, and the one we usually tell you to leave alone

These reflect how deal desks and revenue operations describe the problem rather than a feature list. The thing we most often advise leaving alone is the platform itself: in a majority of health checks the CPQ is capable of what you need, and the configuration on top of it is what has drifted.

Quoting performance

Time to price · large quotes

Measured before and after, because the outcome that matters is whether a rep will use the tool rather than rebuild the quote in a spreadsheet and re-key it.

Price rules & bundles

Untangled · flattened

Rules that fight each other separated, evaluation narrowed to when it is actually needed, and bundle depth reduced to what the business genuinely sells.

Approvals that move

Advanced Approvals

Designed around who genuinely needs to approve what, so a discount does not queue behind four people, three of whom approve everything without reading it.

Catalogue rationalisation

The cheapest speed-up

Retiring products and options nobody has quoted in years. It makes every quote faster today and any future migration materially smaller.

Migration decision support

Stay, or move

An honest read on whether Revenue Cloud Advanced is right for you yet, with the cost of moving and the cost of waiting both written down.

Ongoing CPQ support

So it does not drift back

A named team for new products, pricing changes and the quarterly release, because sprawl is a maintenance problem and returns the moment nobody owns it.

Scope your phase-one backlog

Scope of delivery

What we deliver on Salesforce CPQ

From a measured health check through to run-state support across Salesforce CPQ, Advanced Approvals, Salesforce Billing, the Revenue Cloud Advanced decision, and MuleSoft for the ERP join, scoped with named owners, a measured baseline, and no invented deadline.

We will happily be paid to make your existing CPQ fast again. That is precisely why you can trust us when we say a migration is the right call, and why you can trust us when we say it is not.

A Salesforce Revenue Cloud product bundle configuration screen showing options and attributes.
Where the time goes: configuration depth and option count are what a rep waits on. This screenshot is Revenue Cloud rather than CPQ, shown because it is where the equivalent modelling now happens if you do move.Screenshot © Salesforce, Inc., via salesforce.com.

CPQ health check

Quote cycle time, price rule count and evaluation frequency, bundle depth, approval hops and catalogue age, turned into a costed backlog you keep whether or not you engage us.

Rule & bundle rescue

Untangling rules that conflict or over-evaluate, and flattening bundles nobody can safely change, which is the usual reason a quote takes ninety seconds to price.

Approvals & discount governance

Approval chains rebuilt around real authority, with discount thresholds that reflect the commercial policy rather than an accretion of past exceptions.

Quote-to-cash & billing

The join from quote to invoice, plus amendments and renewals, because a quote that prices correctly and bills wrong is not a working process. The ERP stays authoritative for the ledger.

Migration decision & delivery

Both costs quantified, and when the answer is to move, a Revenue Cloud Advanced re-implementation sequenced so quoting never stops.

Managed services

A named team for new products, pricing changes and quarterly releases, optionally as managed services.

Agentforce in quoting

Retrieval, drafting and explanation, with a named human on anything that commits price, discount or contractual language. See Agentforce services.

Book a free CPQ health check

The decision

Six questions that decide whether you stay or move

Any partner who answers this before reading your estate is guessing. These are the questions we work through, in order. Three pointing the same way is usually decisive; a split means staying and cleaning up first.

  1. MeasureWhat quoting costs you today, in time and in lost governance
  2. ModelWhat your commercial model needs to do in the next three years
  3. CostThe price of moving, and the price of waiting, side by side
  4. ChooseOn your commercial calendar, with a date you picked

SynconAI decision spine for CPQ workshops. We reach the recommendation with you rather than presenting one, because you are the only party who knows your roadmap.

Is quoting slow because of CPQ, or because of your catalogue?

Usually the catalogue and the rules. If a cleanup gets quote time back to something reps will tolerate, the pressure to move drops sharply and you have bought yourself the time to choose properly.

Does your roadmap need capability CPQ will not get?

New capability now lands in Revenue Cloud Advanced. If your next two years involve usage-based pricing or models CPQ handles awkwardly, that is a real reason to move rather than a manufactured one.

Do you have a natural commercial window?

A renewal, a reorganisation, a product launch or a systems change already in flight. Moving alongside one of those costs far less disruption than moving because a countdown appeared in a deck.

How much custom Apex surrounds your CPQ?

The single biggest source of migration estimate uncertainty. Until somebody reads it, any number you have been quoted for the move is a placeholder wearing a spreadsheet.

Can your organisation absorb a re-implementation now?

This is a product and pricing model rebuild, not a data load. It needs your commercial people, not just your admins, and if they are already committed elsewhere the answer is next year.

What breaks if you do nothing for eighteen months?

Frequently the honest answer is nothing, because there is no published end of life date. Naming that plainly is often what lets a team stop panicking and start planning.

Work through these with us

Who we work with

Four people, and only one of them can authorise leaving products behind

Catalogue rationalisation is technically trivial and organisationally hard, because retiring a product means telling somebody their product is not being quoted any more. That is a commercial conversation, and it is where CPQ cleanups usually stall. Tap the group closest to you to pre-scope the conversation form.

A pen being handed across a desk to sign an agreement.
Operating cue: an approval chain is a statement about who your organisation trusts with a discount. When it grows to four people, three of whom always approve, it has stopped being a control and started being a delay.Photo: Pexels (RDNE Stock project).

Book a free health check

Reference architecture

Quoting sits in the middle of quote-to-cash, and inherits from both sides

This is the diagram we bring to the first workshop. Read upwards: the product catalogue and price book determine what configuration can do, configuration determines what quoting feels like, and quoting determines whether the contract and the invoice are correct. Which is why a quoting problem is so often a catalogue problem, and why a billing dispute is so often a quoting one. We design for Salesforce Well-Architected outcomes (Trusted, Easy and Adaptable) and document how Salesforce CPQ relates to the ERP and finance systems that stay authoritative for the ledger. Every pattern depends on edition, package version and GA status; your account team and the release notes remain authoritative.

SynconAI reference topology for workshops. Aligns with Salesforce Architects diagrams language; edition and package version still govern what you can configure.

Governed AI

Agentforce around the quote, never on the price

Retrieval and drafting, with a named approver on every commitment

Products, price rules, quotes and approvals stay on your data model; Agentforce is how Salesforce surfaces governed assistants on top of them. We scope agents using topics, actions and instructions your deal desk can read out loud: finding the right product in a large catalogue, explaining how a price was arrived at, summarising what changed between quote versions, and drafting the covering note. Committing a price, approving a discount, and generating contractual language all stop at a named approver, not because the model cannot draft them, but because the cost of one confident mistake in revenue is asymmetric. Availability follows your edition and region. Details on our Agentforce services page.

Agentforce agent configuration showing topics, instructions, and the actions an agent is permitted to take.
Where the boundary is set:topics, grounding sources and permitted actions are configuration, not a prompt. That is what makes "it cannot approve a discount" something your finance team can verify rather than take on trust.Screenshot © Salesforce; product UI may vary by edition and release. See Agentforce.

Find the right product

Guided retrieval across a large catalogue, which is most useful in exactly the estates where the catalogue is too big, while you are still deciding whether to prune it.

Explain the price

Why this number came out, which rules applied and in what order. Useful for the rep, and quietly invaluable for the person maintaining the rules.

Draft, then stop

The covering note, the renewal summary, the version comparison. Everything that commits a price, a discount or a contractual term routes to a named approver by design.

Ask what is safe to automate

Honest scoping

What end of sale actually means for your licences

This is the part that generates the most confusion, so it is worth stating plainly. Salesforce CPQ went end of sale on 27 March 2025. No new customers, and no new CPQ licences for existing ones. That is the entire scope of the change. If you already run CPQ, you can keep renewing what you hold. What you cannot do is add new CPQ licences, which matters if you are growing the sales team. We are a certified Salesforce consulting partner rather than a licence reseller, so we have no margin riding on any of this; we map what you actually need and work alongside your Salesforce account executive. Salesforce owns the contract and the pricing, and remains authoritative on entitlements.

Existing CPQ customers

Keep running, keep renewing your existing licences, keep raising support cases. The practical constraint is growth: adding seats is where end of sale actually bites, and it is worth planning around before you need them.

Growing the sales team

The one situation with a genuine time pressure, and it is a commercial one rather than a technical deadline. Worth raising with your account executive early rather than in the quarter you need the seats.

Revenue Cloud Advanced entitlements

If you are moving, the licensing shape differs from CPQ and is worth modelling before the migration is scoped rather than after. We do that with you and your account executive, on your side of the table.

If you do not have a Salesforce account executive yet, we will make the introduction. The FAQ covers the end of sale position in full, including why we will not quote you an end of life date that has not been published.

Have us review your position

Partnership criteria

Why teams choose SynconAI for CPQ

A lot of firms currently have a strong commercial reason to tell you that Salesforce CPQ is dying. We do not: we are equally happy being paid to make your existing CPQ fast again as we are to run a migration, and that is exactly what makes the recommendation worth something. Learn more about our Salesforce consulting partner approach.

We will not invent a deadline

End of sale ≠ end of life

No end of life date has been published, so we do not quote one. Partner estimates of 2029 or later are inferences and we describe them as inferences.

Both costs, written down

Move, and wait

A decision needs two numbers. Most proposals only contain one, which is how a migration comes to look inevitable rather than optional.

We measure quoting first

Before recommending anything

Time to price on your largest real quotes, rule count and evaluation, bundle depth, catalogue age. You keep the assessment whether or not you engage us.

We prune before we build

Catalogue

The cheapest performance work available and the only work here that cannot be wasted, because it pays whether you stay or move.

Delivery geography

US · AU · worldwide

Hubs in Delaware, Sydney and Hyderabad, a named team on your business hours, and travel onsite for model workshops, go-lives and executive sessions.

Long-term operator

After hypercare

The same architects for new products, pricing changes and package upgrades, so the model does not quietly drift back into the sprawl we just removed.

Book a free CPQ health check

Delivery method

How we deliver CPQ engagements

Six beats we repeat on every engagement, with transparent gates and no surprise scope. Note that the decision sits at step four, not step one: recommending a direction before measuring the estate is how a migration gets sold rather than chosen. Same method as our broader Salesforce consulting practice.

CPQ engagement: Assess · Stabilise · Simplify · Decide · Plan · Run

  1. Assess

    Quote cycle time on your largest real quotes, active price rules and evaluation frequency, bundle depth, approval hops, catalogue age, and the custom Apex actually read. You keep the write-up either way.

  2. Stabilise

    Fix what makes reps route around the tool: conflicting price rules, bundles nobody can safely change, and approval chains that queue a discount behind people who never read it.

  3. Simplify

    Retire the products, options and rules nobody has needed in years. The cheapest performance work available, and the only work here that pays off whichever direction you eventually choose.

  4. Decide

    Stay on CPQ, or move to Revenue Cloud Advanced, with the cost of moving and the cost of waiting both quantified and both presented. The recommendation comes with its assumptions attached.

  5. Plan

    If moving: a re-implementation plan on your commercial calendar, sequenced by segment or product line, with both systems in parallel and a rollback written before any cutover date is promised.

  6. Run

    Ongoing support for new products, pricing changes and package upgrades, so quoting stays fast and the catalogue does not re-accumulate. Optionally continue with managed services or ongoing Salesforce administration.

Salesforce Partner

Client reviews

What clients say about working with our architects

Verbatim reviews from SynconAI Salesforce and Agentforce engagements across the United States, Australia and globally. Anonymised clients are labelled by sector.

5.0 average · 5 client reviews

 Salesforce Select Partner16+ architect certificationsDelivery across USA, Sydney & India

Simply Outstanding

“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”

Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States

“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”

Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified

“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”

Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified

“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”

Sales CloudFinancial Services CloudArchitectureAI
Financial ServicesUnited StatesSalesforce Verified

“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”

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Salesforce ImplementationSalesforce Verified

Frequently asked questions

Salesforce CPQ, answered without a countdown.

Straight answers about the 27 March 2025 end of sale, why there is no end of life date, quoting performance, the Revenue Cloud Advanced decision, licensing and where we work.

It is end of sale, not end of life, and the difference matters commercially. Salesforce put CPQ into end of sale on 27 March 2025: no new customers, and no new CPQ licences for existing ones. If you already run it you can keep running it, keep renewing, and keep raising support cases. Salesforce has published no end of life or end of support date at all. Anyone giving you a deadline is giving you a number Salesforce has not published, usually because a migration is easier to sell with a countdown attached.

Nobody outside Salesforce knows. Partner commentary estimates 2029 or later, inferred from how Salesforce has retired products before, and we will describe that as the inference it is rather than dress it up as a date. What we would say with confidence is that end of sale means the investment has moved: new capability lands in Revenue Cloud Advanced, not in CPQ. That is a reason to plan deliberately during 2026, not a reason to cut over in a hurry.

No. Revenue Cloud Advanced, rebranded around the Spring 2026 release as Agentforce Revenue Management, is a different product rather than an upgrade in place. Different data model, different pricing engine, a different approach to configuration. That is why there is no supported one-click migration: moving is a re-implementation of your product and pricing model, informed by what you already have but not a copy of it.

It depends on two things, and we will tell you which applies. If your CPQ works and your roadmap does not need the new capability, waiting is legitimate and you should spend the time cleaning the catalogue instead, which makes any future move cheaper. If you are hitting limits, planning significant new revenue models, or your commercial calendar has a natural window, then decide during 2026 and move on your terms. What we will not do is manufacture urgency to bring a project forward.

Usually, yes, and it is normally cheaper than people expect. The common causes are a product catalogue that has never been pruned, price rules that evaluate far more often than they need to, and bundle structures several levels deeper than the business requires. We measure quote time before and after, because the outcome that matters is whether a rep will use the tool rather than build the quote in a spreadsheet and re-key it.

Yes, and it starts with reading what exists rather than proposing a rebuild. Product catalogue, price rules, bundles, approval chains and any custom Apex around them, plus what the sales team actually does when the tool gets in the way, which is usually the most informative part. You get that assessment as a document whether or not you continue with us.

Salesforce, Salesforce CPQ, Revenue Cloud, Agentforce and Data 360 are trademarks of Salesforce, Inc. SynconAI is an independent certified Salesforce consulting partner and is not created by, affiliated with, or endorsed by Salesforce, Inc. Product availability and retirement timelines are set by Salesforce; the Salesforce release notes and your account team remain authoritative. Screenshots are reproduced for illustrative purposes.

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