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ideaHelix Agentforce Revenue Management Migration Tool

By IDEA HELIX INC

ideaHelix Agentforce Revenue Management Migration Tool

No Ratings
Free  

Never requires payment

Business Need
Quotes & Orders
Data Migration
Admin & Developer Tools
Requires
Revenue Cloud CPQ
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud

IdeaHelix Agentforce Revenue Management Migration (ARM) Tool automates CPQ to ARM migrations, including guided catalog, data conversion, key CPQ translators for bundles and pricing rules and bulk loads.

  • ideaHelix Agentforce Revenue Cloud Migration Tool

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Revenue Cloud CPQ
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Revenue Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
ideaHelix RCA Migration Tool/ver 1.0 1.0.0
Listed On
02/07/2026
Latest Release
02/07/2026
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Lightning Ready
Agentforce
Editable Code
Multiple Currencies
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: undefined
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/07/2026

Additional Details

IdeaHelix Agentforce Revenue Management Migration (ARM) Tool is a productized accelerator that automates Salesforce CPQ to ARM migrations. It helps teams move faster with guided catalog and data conversion, automated translators for key CPQ constructs, and scalable bulk execution. Key capabilities include catalog migration for products, bundles, features, options, and attributes, along with pricing foundations such as pricebooks. It supports automation for common CPQ patterns like Percent of Total to derived products and constraint rules to CML models, reducing manual rework and migration related risks. The solution provides progress tracking and operational visibility through dashboards, and is designed for repeatable runs dry-run, iterative loads, and cutover readiness. It is ideal for enterprises with complex CPQ catalogs, high-volume data, and strict cutover windows.

Need help?

IDEA HELIX INC

Fremont, CA

Contact Us for any Assistance

Support Phone+1 888 358 7218
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