FixShift · Salesforce app by Fixholics

From CPQ toRevenue Cloud,with proof.

FixShift moves a Salesforce CPQ org to Revenue Cloud Advanced in three steps you can stop after at any time: Assess scans every CPQ construct and tells you what it takes, Convert turns the approved findings into catalog and pricing records, and Data migrates quotes, subscriptions and history, proves that Revenue Cloud prices like CPQ, and gets you through cutover day.

Version 1.0.0, 8 Nov 2026
Assess: free unlocked package
Convert + Data by engagement

Install FixShift Assess Talk about Convert + Data

How it works

Four steps.Stop after any of them.

Every step writes evidence you can export, and every record FixShift creates can be rolled back.

01AssessScan eight categories, score readiness, approve findings 02ConvertPreview, convert the catalog and pricing, undo if needed 03DataPilot, Historical and Live migration with rollback 04CutoverParity proof, runbook, wizard and go-live check

In the app

Captured in our Revenue Cloud reference org after a real scan: 19 findings, 35 hours of effort, readiness 70.

Home: readiness score, effort, automatable share and the eight scan categories after a run

Findings filtered to Pricing, with one finding's evidence and recommended action open

Mapping: 128 rules from CPQ constructs to their Revenue Cloud targets

Settings: scan tuning, code search, the Tooling named credential and FixTrace upload

Convert: conversion steps with approved and open counts, Preview, Convert and Undo

Cutover: the runbook and the go-live checklist

01 · FixShift Assess

Know exactly whatit takes, in one scan.

Assess scans the whole CPQ configuration and usage and produces a migration-readiness assessment: every construct found, its Revenue Cloud equivalent, how much can be automated, the effort, the blockers, a readiness score and a phased plan. It only reads your CPQ data.

0readiness score, worked example from the scoring spec

score = 100 × (0.45 × automation + 0.35 × blockers + 0.20 × effort)
100 h manual with 3 blockers, 100 h automated, 100 h assisted scores 53. Any open blocker caps the score at 79. The weights are documented and unit-tested.

Eight categories

01Catalog and bundlesProducts, options, features, nesting depth, dynamic bundles and the unknown CPQ objects.
02Pricing logicPrice rules classified into translation patterns, summary variables, lookup tables and Quote Calculator Plugins with hook analysis.
03Product rulesValidation, selection and alert rules, active and inactive, with their conditions and actions.
04Templates and approvalsQuote templates section by section, and Advanced Approvals chains.
05Code and automationApex, Flows, LWC and Visualforce that reference CPQ names, through an optional Tooling API credential.
06Data volumesQuotes, lines, subscriptions and contracts, and what is in flight on cutover day.
07IntegrationsNamed Credentials, connected apps and outbound references that touch CPQ objects.
08ScoringThe last step of every run: effort per finding, the readiness score and the top-ten risks.

Findings with evidence, bulk approve and skip, Excel and JSON export
Effort per finding from a tunable effort model (EffortModel__mdt) you can adjust per org
Sized for 50,000 products, 2,000 price rules and 500,000 quote lines, in resumable batches
Two Agentforce actions out of the box: "Assess this org" and "Explain this finding"
Optional FixTrace upload to score Quote Calculator Plugin hooks from real quote timings

02 · FixShift Convert

Conversionyou can undo.

Convert turns the approved findings into Revenue Cloud catalog and pricing records. Preview writes nothing. Convert logs every record it creates. Undo restores the catalog to what it was.

Selling models and price book entries

Created from the approved catalog findings, so every product sold in CPQ has a Revenue Cloud way to be sold.

Bundles and attributes

Options and features rebuilt as Product Catalog Management bundles, with attributes, up to the platform's three levels of nesting.

Discount, block and contracted pricing

Discount schedules, block prices, contracted prices, costs, ramps and lookup tables carried into Salesforce Pricing.

Design documents for the rest

Pricing procedures, constraint models and templates are written up as design documents with effort, because they need a human.

Preview, Convert, Undo

Preview writes nothing. Convert logs every record it creates. Undo restores the catalog.

03 · FixShift Data

Migration witha safety net.

A checkpointed, resumable Batch engine runs the data stages in dependency order: reference copies, quote snapshot, live quotes, bundle relationships, subscription orders, order activation. Callout-bound stages split into up to five parallel jobs.

Mode 01

Pilot

Chosen quotes and contracts, to prove the path on real records before anything else.

Mode 02

Historical

Closed and ordered quotes copied as DML snapshots, exactly as they were.

Mode 03

Live

Open pipeline quotes placed and priced by Revenue Cloud through Place Sales Transaction. Active contracts become Draft orders carrying the CPQ amounts.

Tagged and reversible

Every record FixShift creates carries SourceId__c and RunId__c. Rollback deletes only those records, newest first, and proves zero orphans. Activation is permanent on the platform, so it is off by default and reported honestly.

Same org or two orgs

A target abstraction writes locally or to a second org through the RCA_Target Named Credential. Field maps live in 61 describe-checked mapping rules; custom fields carry over by API name and unmapped ones are reported.

Pricing parity

A stratified sample of CPQ lines (bundles, discount schedules, block and contracted prices, price rules, amendments, renewals) is re-priced in Revenue Cloud and compared on six price fields plus the quote total. Each mismatch gets a cause and the finding that fixes it.

04 · Cutover

Cutover day,covered.

A runbook generated from your own findings (freeze, integrations to switch, CPQ automation to deactivate, go/no-go, rollback), a step-by-step wizard, and a go-live check that blocks on low parity, open blockers or an untested rollback. Markdown and PDF.

The sf fixshift CLI

sf fixshift data plan     --project "Acme" --mode live -o prod
sf fixshift data run      --project "Acme" --mode pilot --ids a1E...,800... --wait 30
sf fixshift data status   --run a1g... --json
sf fixshift parity run    --project "Acme" --sample 2000 --strata BUNDLE,DISCOUNT_SCHEDULE
sf fixshift parity report --run a1g... --format xlsx
sf fixshift cutover check   -o prod
sf fixshift cutover runbook -o prod
sf fixshift data rollback --run a1g... --wait 10

Eight commands with JSON schemas (run.v1, parity.v1, cutover.v1) so the same checks run from CI as from the app.

Evidence

Tested beforewe called it 1.0.

The exit run of the test regime on the final commit, with no code change after it. Every number below is in the repository's reports.

231Apex tests, 90% org coverage, 93% in FixShift Data

708rows in the test matrix, zero gaps

26bugs found and fixed, each with a regression test

100%pricing parity on both standard datasets

Five clean runs

Quality gates, then three standard end-to-end runs and two adversarial ones: deploy, seed, scan, approve, convert, migrate Historical and Live, check expectations, parity, cutover check, roll everything back with orphan proof, undo Convert, and compare with the baseline. Identical every time.

Secure by design

All SOQL and DML goes through a user-mode Secure layer, so CRUD and field-level security are enforced on every query and write. No SeeAllData, no hardcoded Ids, no stored secrets, callouts only through Named Credentials you create. Code Analyzer reports zero Critical or High findings.

Documented for your team

An admin guide, a user guide, a migration playbook, troubleshooting, a CLI reference generated from the commands, a mapping reference, a decisions log and a security-review package ready for submission.

Editions

Start free.Pay when you convert.

Priced per org, not per user: a migration team is small and seat pricing would be friction.

FixShift Assess Free

Full CPQ scan in eight categories, findings with Revenue Cloud equivalents, effort and readiness score, Excel and JSON export, Agentforce actions.

Anyone deciding whether and how to move. Install Assess

FixShift Convert Per org, per year

Assess, plus automated catalog conversion: selling models, price book entries, bundles, attributes, discount and block pricing, contracted prices, costs, ramps, lookup tables and design documents, with Preview, Convert and Undo.

Teams building the Revenue Cloud catalog. Talk to us

FixShift Convert + Data Per org, per year

Convert, plus Pilot, Historical and Live migration, subscriptions as Revenue Lifecycle Management orders and assets, two-org mode, rollback with orphan proof, stratified pricing parity, cutover runbook and wizard, go-live check and the sf fixshift CLI.

Teams going live on Revenue Cloud Advanced. Talk to us

Requirements. Salesforce CPQ installed (any recent version) and Lightning Experience. For Convert and Data: Revenue Cloud Advanced in the same org, or in a second org reached through a Named Credential. Known limits. Bundles nest at most three levels in Revenue Cloud; Place Sales Transaction accepts one transaction per call, so Live throughput depends on parallel jobs and on Revenue Cloud's pricing time, about 1.1 to 1.5 seconds per quote.

Questions

Before yourun a scan.

Does FixShift change my CPQ org?

Assess is read-only towards CPQ. Convert and Data write only to Revenue Cloud objects, tag every record they create with its source and run, and can undo or roll back exactly that run with a zero-orphan proof.

Do we need Revenue Cloud in the same org?

Assess needs only CPQ. Convert and Data need Revenue Cloud Advanced (Revenue Lifecycle Management) either in the same org or in a second org reached through a Named Credential.

What does the readiness score mean?

A documented formula combines automation share (45%), a blocker factor (35%) and an effort factor (20%). 80 to 100 means ready to plan; 50 to 79 means ready after the listed blockers; below 50 means redesign first. Any open blocker caps the score at 79.

What is not converted automatically?

Price rules that rely on formulas, lookup tables or summary variables, Quote Calculator Plugin logic, Apex and Flow automation, and bundles nested deeper than three levels. Each is reported as a finding with the effort to do it by hand.

How do I get FixShift?

Assess is a package you install in your org from the link on this page, free. Convert and Data are licensed per org and delivered with a Fixholics architect alongside, because a catalog conversion and a data migration deserve a person who has done it before.

How large an org can it handle?

The batch engine is checkpointed and resumable and sized for 50,000 products, 2,000 price rules and 500,000 quote lines. Callout-bound stages split into up to five parallel jobs, and governor headroom is logged per run.

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