We’ve written about the limitations of Salesforce’s Revenue Cloud Advanced several times now, but those gaps are slowly being addressed with each release. We firmly believe this product will continue to improve and eventually become the enterprise-level, all-in-one quoting platform of choice. Here are some much-needed updates from Winter ‘26 — including a few we didn’t even know we needed.
Ramp Deals for Groups
One major pain point in both CPQ and RCA has been the inability to use bundled products with multi-dimensional quoting. That may finally be solved in Winter ‘26 with the introduction of Ramp Deals for Groups. This feature allows you to break down a multi-year deal into time-based ramp segments, each with different products, quantities, discounts, and uplifts. It claims to support both usage-based and bundled products — something we’ve never seen before. We’re looking forward to diving deeper into this one.
CSV Quote Line Imports
Another new feature is the ability to import quote lines from a CSV file. Many organizations rely on complex pricing spreadsheets and hesitate to fully migrate that logic into Salesforce. Now, they can continue running calculations offline and then import results directly into Salesforce. Ultimately, yes — the goal should be to streamline pricing within Salesforce — but this provides a strong middle-ground solution while making the transition.
Asset Amendments
Assets also received attention in Winter ‘26. Unlike CPQ, which manages renewables through subscriptions, RCA manages all sold products through Asset records. One of CPQ’s biggest pain points is the lack of “amend and extend” functionality. In CPQ, extending an end date requires a clunky cancel-and-replace process. Revenue Cloud now allows you to simply amend an asset’s term by pushing out the end date, while handling the amendment logic automatically — as the sales gods intended.
CPI-Based Price Adjustments
And here’s a surprise: you can now automatically adjust prices based on the Consumer Price Index (CPI). This lets you manage price uplifts monthly, quarterly, or annually. It appears to address another long-standing CPQ shortcoming — the inability to update a price on an amendment without a cancel and replace. Now you can. We have a lot of questions about how this works in practice, but the use cases seem endless.
These are just a few highlights from a packed release. The real question is: what will Dreamforce bring to Revenue Cloud?
Revenue Cloud Advanced: Thoughts and Updates
We’ve covered Revenue Cloud Advanced several times, and each time Salesforce ships new features that instantly make our last post feel outdated. Here are a few recent updates, ongoing limitations, and some broader thoughts on CPQ projects.
Approvals
Advanced approvals were addressed in Winter ‘25, which feels like a lifetime ago in RCA time. You can now create serial and parallel approval processes through Flow Orchestrator, assigning approvals to users, groups, or queues. Summer ‘25 also introduced Smart Approvals, which allow users to resubmit requests without restarting the entire process — and annoying everyone in the chain.
Cloning Quote Lines
Cloning quote lines and groups of lines might feel like table stakes, but RCA now supports it on par with CPQ as of Summer ‘25. One feature we’d still like to see is the ability to clone an entire quote and save it as a new version. Sure, you can write Apex for that — but it really should be native.
Amendments
Amendments have always been a clunky, unintuitive experience in CPQ. RCA improves this by allowing direct amendments to Assets. Until Summer ‘25, you were limited to 10 asset action source records per asset — not helpful if, for example, you were adjusting user counts monthly. That limitation is now gone.
The Real Challenges: Process and Change Management
No matter how good RCA or CPQ becomes, technology can’t fix poor change management or messy business processes. The number-one reason CPQ projects fail is lack of change management. You can build the most elegant system, but if your sales team isn’t engaged — or worse, excluded — it won’t matter.
Strong business processes lead to strong CRM experiences. If you’re coding for every edge case, every “special” client scenario, or every one-off product, you’re inviting complexity into your catalog, quotes, and data.
Looking Ahead
Salesforce has announced that CPQ is at end of sale (not end of life). At the same time, they continue to invest in Revenue Cloud Advanced, addressing long-standing shortcomings and introducing features we never saw in CPQ.
Our prediction: it won’t be called Revenue Cloud Advanced in six months. Any guesses?