Built for Agentforce Revenue Cloud & Agentforce Revenue Management (ARM) Clicks, not code

Six months. A frozen deal desk. Lost pricing logic. Or not.

That's the usual cost of moving off legacy Salesforce CPQ. CrossXLane turns the migration into lanes you click through in days — pricing, approvals, bundles, and revenue recognition, mapped without freezing your deal desk or writing a line of Apex.

Sound familiar? See all six problems →
Migration keeps stalling Nobody documented the pricing rules Scared to freeze the deal desk Approval chain feels risky to touch
Point. Click. Cross the lane.
Lane status — Enterprise CPQ instance 4 LANES OPEN
Pricing LanePrice rules → Price Adjustment Schedule ✓ Crossed
Approval LaneApproval matrix → Approval Rule ✓ Crossed
Bundle LaneProduct bundles → Revenue Cloud bundles ✓ Crossed
Revenue Lane (ARM)Billing schedules → Revenue recognition ✓ Crossed
Built to move data between
CPQSalesforce
Revenue CloudAgentforce, Salesforce
Agentforce Revenue ManagementARM, Salesforce
THE LANE MAP

Your mapping structure, laid out as lanes

Every category of your legacy Salesforce CPQ becomes its own lane, running from where it lives today to where it lands in Agentforce Revenue Cloud. Each lane crosses on its own — point, click, done.

Legacy Salesforce CPQ Point & click — no manual steps Revenue Cloud / Agentforce Revenue Management Lane 01 Pricing Price Rules & Discount Schedules Price Adjustment Schedule Revenue Cloud ✓ Lane 02 Approval Approval Matrix Regional sign-off chains Approval Rule Revenue Cloud ✓ Lane 03 Bundles Product Bundles Options & configuration Product Bundle Revenue Cloud ✓ Lane 04 Revenue (ARM) Billing Schedules Legacy revenue timing Revenue Recognition Schedule Agentforce Revenue Management ✓
Hover a lane to preview it, click for details

Pricing Lane

Every tiered discount schedule, price rule, and adjustment condition is read from your CPQ instance and rebuilt as a Revenue Cloud price rule — including nested conditions a flat data export would lose.

EVERY ACTION IS A LANE

One lane, one migration action

CrossXLane breaks your CPQ instance into lanes — each one a self-contained migration action with its own source, target, and validation. Nothing moves until its lane is ready.

Lane 01

Pricing Lane

Price rules, discount schedules, and adjustment logic — rebuilt as Revenue Cloud price rules.

Lane 02

Approval Lane

Approval matrices and sign-off thresholds, rebuilt as declarative approval rules.

Lane 03

Bundle Lane

Product bundles, options, and configuration constraints, mapped without losing dependencies.

Lane 04

Quote Template Lane

Quote templates, terms, and output layouts, rebuilt to render natively in Revenue Cloud.

Lane 05

Catalog Lane

Product catalog structure and price books, mapped into the new catalog hierarchy.

Lane 06

Revenue Lane (ARM)

Billing schedules and recognition timing, mapped into Agentforce Revenue Management.

WHERE MIGRATIONS BREAK DOWN

The problems every CPQ migration runs into

None of these are hypothetical — they're the reasons most legacy Salesforce CPQ migrations run long, run over budget, or get quietly shelved.

Pricing logic no one wrote down

Discount tiers and price conditions exist only as live configuration. Nobody remembers every edge case well enough to describe it, let alone rebuild it.

Years of custom Apex

One-off customizations built up over years rarely have a clean equivalent on the new platform — someone has to decide what's still needed.

Approval chains that break silently

A mis-mapped threshold doesn't throw an error — it just approves a deal it shouldn't have, and nobody notices until later.

No room to freeze the deal desk

Sales can't stop quoting for a quarter while the migration finishes, so teams delay starting at all rather than risk the disruption.

No visibility before go-live

Most migration approaches don't show what actually changed until it's already live in production — and by then, it's a support ticket.

Revenue recognition drift

Billing schedules moved by hand often shift recognition timing slightly — enough to matter at audit, not enough to notice at migration.

HOW TEAMS COPE TODAY

The workarounds most teams are already running

Without a way to migrate logic directly, teams patch together one of these — each buys time, none of them solves it.

Two ways to run your lanes

Watch every lane cross, or let CrossXLane run the full set — both are point-and-click, neither needs a developer.

GUIDED LANE REVIEW

Click through each lane yourself

CrossXLane opens every lane with a full diff — legacy object on one side, mapped Revenue Cloud object on the other. Click approve, and the lane crosses. Nothing needs a line of Apex.

  • Works with any CPQ configuration, standard or heavily customized
  • Side-by-side diff for every price rule, bundle, and template
  • Flags edge cases instead of guessing at them
Pricing Lane — review before crossing
✓Enterprise Tier discount schedule mapped
✓Approval chain linked — one click
AUTO LANE CUTOVER

Let every lane run itself

Set your cutover window and CrossXLane runs every lane end to end — no manual intervention, no one clicking through each object by hand.

  • Runs on your schedule — nights, weekends, or a full change freeze
  • Shadow mode compares legacy and Revenue Cloud quotes automatically
  • Every lane logged and reversible until you confirm cutover
All lanes — shadow comparison, last 200 quotes
✓200 / 200 totals reconciled
✓0 discrepancies flagged

How a lane crosses

Three clicks between a legacy object and its Revenue Cloud equivalent.

01 / DETECT

Open the lane

CrossXLane reads your CPQ instance and opens one lane per category — pricing, approvals, bundles, revenue.

02 / PREVIEW

Review the mapping

See the legacy object and its Revenue Cloud target side by side, with nothing converted yet.

03 / CROSS

Click to cross

Approve the lane and it crosses — point and click, with zero manual configuration on your side.

Choose how each lane gets checked

Some teams want a human eye on every lane. Others just want the numbers to match. CrossXLane supports both, per lane.

Shadow Lane

Legacy and Revenue Cloud run in parallel. CrossXLane compares quote totals automatically and flags drift.

Guided Lane

Every lane is queued for a click-through sign-off, with the original object shown alongside the mapping.

Auto Lane

For standard catalogs, lanes cross automatically, with a full audit trail kept for later review.

"Every lane just crossed on its own. We reviewed the pricing lane by hand and let the rest run — cut over on a Friday afternoon."

— Priya N., RevOps Director

Every lane you need to cross, mapped before you click a thing.

A lane check takes about 20 minutes and only reads your configuration — nothing is converted or changed.