Your whole move to Revenue Cloud without the guesswork
Shiftlogic is an end-to-end platform for Revenue Cloud — migration, org health, AI-guided implementation, and presales. At its core, a three-tier AI engine moves Salesforce CPQ and Billing into Revenue Cloud: deterministic first, pattern-matched second, generative only where nothing else applies.
13
target object sets
0
customer record stored
3
tieres of mapping intelligence
100%
safe to re-run, never duplicates
Shiftlogic AI in under two minutes
One platform for the whole journey to Revenue Cloud
End-to-end tooling for Salesforce CPQ → Revenue Cloud — migration, org health, AI-guided implementation, presales, and reporting. Migration is the flagship, not the whole story.
Migration & Environments
Environments
Connect your source (CPQ) and destination (Revenue Cloud) orgs once via Salesforce OAuth. One connection powers migration, health checks, and the implementation tools — test or re-authorize any time.
Org Health
Org Assessment
33 automated checks across Apex, flows, validation rules, and security — each with a plain-English, AI-generated explanation and a human-approved fix pipeline: review, approve, apply, confirm.
AI CPQ → Revenue Cloud Assistant
The core migration engine. It scans both orgs and classifies every item — deterministic, pattern-based, or AI-assisted — then runs a guided scan → map → review → approve → execute pipeline. A completeness ledger makes sure nothing is silently skipped.
Revenue Cloud Health Check
Revenue Cloud-aware checks generic scanners miss — stale decision tables, inactive constraint models, orphaned context and pricing references — using the same scan → explain → approve → fix workflow, scoped to Revenue Cloud.
AI-Guided Implementation
AI RCA Implementation
A 40-step, 8-phase build playbook from foundation to go-live, synced to Jira. It imports your Jira issues, maps them to playbook steps, and re-verifies every step against the live org — not just marks it done.
Revenue Accelerators
Pre-built apps for common Revenue Cloud implementation tasks — CML Generator, Contract Item Prices, Approval Accelerator, DRO Manager, and more — that extend the platform beyond migration and health checks.
AI Revenue Cloud Assistant
A conversational expert for your connected org. It answers Revenue Cloud and Salesforce questions in natural language, proposes any org change as a plan first — human approval required — and logs every executed action.
Presales & Enablement
AI RCA Org Builder
Enter a prospect's name or website and AI researches the company, builds a matching catalog, and provisions a fresh Revenue Cloud scratch org automatically — no prior connection needed. Built for reps prepping a prospect-specific demo.
RFP Analyzer
Upload an RFP and each requirement is classified functional / technical / non-functional with a Yes / Partial / No / Roadmap verdict, grounded against a curated Revenue Cloud capability knowledge base. Large RFPs pause and resume; every answer stays editable.
Project Estimator
A guided flow — Discovery → Scope Definition → Effort Estimation → Summary — that produces a staffing plan and rate card alongside a structured scope and effort estimate.
Visibility
Report builder
Ad-hoc reporting over your Org Health data — pick objects and columns, apply nested AND/OR filters, and sort, with a live preview grid as you build.
Charts & dashboards
Turn any report into a chart and pin saved charts to dashboards, so the health of every connected org stays visible at a glance.
Org Assessment — keep any Salesforce org healthy, not just the one you're migrating
A standalone metadata health scanner for any connected org, with AI-drafted, human-approved fixes. No migration required to use it.
Instant discovery
Connect any Salesforce org and get an immediate inventory — objects, Apex classes and triggers, flows, layouts, profiles, reports & dashboards, validation and workflow rules, managed packages, connected apps — plus automatic detection of whether Revenue Cloud is enabled.
Scoped, not sprawling
Pick exactly which objects or categories to check — never a forced scan of the whole org. Surfaces concrete findings: inactive flows, Apex running an outdated API version, custom fields with no description.
AI-explained findings
Every finding can be explained on demand, grounded in real Salesforce platform guidance and — for Revenue Cloud orgs — a verified schema reference, so it never invents an object or field that isn't actually there.
Human-approved fixes
AI only drafts. Nothing changes until you approve it. Safe, well-understood fixes are then applied straight to Salesforce, and a final reconcile step confirms the change actually landed live.
Org Assessment — keep any Salesforce org healthy, not just the one you're migrating
A standalone metadata health scanner for any connected org, with AI-drafted, human-approved fixes. No migration required to use it.
01
Connect both orgs
Authorize your Salesforce CPQ/Billing org and your Revenue Cloud org through a scoped connected app — read on one side, write on the other, nothing in between.
02
Scan & map
Shiftlogic scans both schemas and proposes a field-level mapping across all 13 object sets, flagging anything deterministic rules and pattern matching can't resolve with confidence.
03
Review & build the gaps
Approve the proposed mappings and use the guided builders for Revenue Cloud objects that have no CPQ equivalent — catalogs, price waterfalls, usage rating, and more.
04
Dry run, then go live
Run the full sequence against sandbox first. Once it reconciles clean against the ledger, run it again against production — safely, since re-runs never duplicate.
Built different from the ground up
Most platforms solve pieces of the revenue puzzle. Armor solves all of it! The only proven solution that unifies compliant revenue recognition, real-time analytics, consumption-based forecasting, and native Salesforce architecture -no enterprise complexity, no platform tax.
| Capability | Shiftlogic | General AI admin tools |
|---|---|---|
| Purpose-built for CPQ/Billing → Revenue Cloud | ||
| Deterministic + pattern mapping before AI ever guesses | ||
| Zero customer data storage (pass-through only) | ||
| Idempotent ledger — safe to re-run, no duplicates | ||
| Guided builders for objects with no source of truth | ||
| General-purpose org configuration & automation |
Your data never lives with us
End-to-end tooling for Salesforce CPQ → Revenue Cloud — migration, org health, AI-guided implementation, presales, and reporting. Migration is the flagship, not the whole story.
Pass-through architecture
Data flows directly between your two orgs. Shiftlogic's database never holds field values — only an ID ledger, schema metadata, and encrypted credentials.
Tenant isolation
Every customer's migration runs in an isolated tenant boundary, verified as part of an active third-party security audit.
Hardened by design
SSRF protections and fail-closed guards are built into every external call the engine makes — not bolted on after the fact.
Compliance track
Actively pursuing SOC 2 and GDPR alignment alongside Salesforce AppExchange and Microsoft marketplace certification.
Armor FAQs
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No. Records flow directly from your source org to your destination org. We only persist an ID ledger, schema/mapping metadata, and encrypted org credentials — never field values.
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Every customer's work runs inside an isolated tenant boundary, with SSRF protections and fail-closed guards on every external call — verified as part of an active third-party security audit.
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Every record is keyed by its source ID in a migration ledger. Re-running updates existing destination records in place instead of creating duplicates, so it's always safe to retry.
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Revenue Cloud introduces objects, like usage-based catalogs and pricing procedures, that CPQ never had. For those, Shiftlogic gives you a guided builder instead of guessing at a mapping.
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Yes. Org Assessment and Revenue Cloud Health Check work on any connected org with no migration involved — 33 automated checks plus Revenue Cloud-aware checks, each with AI explanations and a human-approved fix pipeline.
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No. The AI RCA Org Builder researches a prospect from just a name or website, builds a matching catalog, and provisions a fresh Revenue Cloud scratch org automatically — no prior connection required.
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It answers Revenue Cloud and Salesforce questions in natural language, but any org change is proposed as a plan first and requires human approval to execute. Every executed action is captured in a full task log.
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General tools automate day-to-day org configuration from a prompt. Shiftlogic is a purpose-built platform for the move to Revenue Cloud — migration, health, guided implementation, and presales — with human approval and a full audit trail behind every change.